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HomeTemplatesDynamics 365 Finance & Operations ↔ Shopify Integration — Orders, Shipments, Customers and Products in Sync
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Dynamics 365 Finance & Operations ↔ Shopify Integration — Orders, Shipments, Customers and Products in Sync

appse ai keeps Microsoft Dynamics 365 Finance & Operations and Shopify aligned in real time: new Shopify orders flow into F&O, shipments and products flow back to Shopify, and customer records stay matched — each with built-in duplicate protection.

Apps used in this template

Shopify
Shopify
Microsoft Dynamics 365 Finance & Operations
Microsoft Dynamics 365 Finance & Operations
Shopify
Microsoft Dynamics 365 Finance & Operations

About this template

What this workflow does

Running Shopify on top of Dynamics 365 Finance & Operations means four things have to stay in sync: the orders customers place, the shipments the warehouse creates, the products you release, and the customer records behind them. Doing any of it by hand causes duplicates, delays, and mismatched data. This template automates all four flows in one place — orders sync into F&O, shipments and products sync out to Shopify, and customers are matched across both — each with a duplicate check so nothing is created twice.

Key benefits

  • All four flows, one template — Orders, shipments, products and customers — no separate tools.
  • Real-time, both directions — Shopify → F&O for orders; F&O → Shopify for shipments and products.
  • Duplicate protection built in — Every flow checks before it creates.
  • One source of truth — F&O and Shopify always agree on orders, stock and customers.

Template details

Steps
4 connected flows
Apps
2 integrations
Flow
Shopify ↔ Dynamics 365 Finance & Operations
Mode
Real-time, bi-directional
Category
eCommerceERP
Version
v1.0

Workflows in this template

4 ready-to-deploy workflows

This template bundles four connected Dynamics 365 F&O ↔ Shopify workflows. Launch any one of them straight into the appse ai builder — deploy the full set, or start with just the one you need.

  • 01

    Sales order sync from Shopify to Dynamics 365 F&O

    Deploys into the appse ai builder

    Use this template
  • 02

    Shipment sync from Dynamics 365 F&O to Shopify

    Deploys into the appse ai builder

    Use this template
  • 03

    Corporate identity sync: company & location / customer master from Dynamics 365 F&O to Shopify

    Deploys into the appse ai builder

    Use this template
  • 04

    Product sync from Dynamics 365 F&O to Shopify

    Deploys into the appse ai builder

    Use this template

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Customize the flow

Build your own version of this workflows

Every trigger and action across these four flows is fully customisable. Add steps, swap actions, or extend the logic between Dynamics 365 F&O and Shopify using appse ai's no-code visual builder.

01

New products created

On new products created in Shopify.

02

New orders created

On new orders created in Shopify.

03

New Abandoned Checkout

Triggers when a new abandoned checkout is created in Shopify.

04

Fulfillment Created

Triggers when a fulfillment is created in Shopify. Select whether to fetch partially fulfilled or fully fulfilled orders.

05

New Company Created

Triggers when a new company is created in Shopify.

06

Orders Cancelled

Triggers when an order is cancelled in Shopify. Only fires for orders where cancelledAt is not null.

07

New Draft Orders Created

Triggers when a new draft order is created in Shopify.

08

Orders updated

On orders updated in Shopify.

09

New Refund Created

Triggers when a new refund is created for a Shopify order. Only fires for orders that have at least one refund with one or more refund line items.

10

Products updated

On products updated in Shopify.

11

New Company Location Created

Triggers when a new company location is created in Shopify.

12

New customers created

On new customers created in Shopify.

13

Customers updated

On customers updated in Shopify.

14

New Return Created

Triggers when a new return is created for a Shopify order. Only fires for orders that have at least one return.

Inside the flow

How the template works

appse ai runs four connected flows between Dynamics 365 F&O and Shopify. Here is exactly what each one does.

01

Order sync — Shopify → Dynamics 365 F&O

The moment a new order is placed in Shopify, appse ai checks Dynamics 365 F&O for an existing sales order (duplicate prevention) and, if none exists, creates the sales order in F&O from the Shopify order data — in real time, no manual entry.

02

Shipment sync — Dynamics 365 F&O → Shopify

When a packing slip is created in Dynamics 365 F&O, appse ai locates the matching Shopify fulfillment order and records the fulfilment in Shopify — so customers see accurate shipping status the moment the warehouse acts.

03

Customer sync — Dynamics 365 F&O → Shopify

When a new customer account is created in Dynamics 365 F&O, appse ai retrieves the full company and location profile, searches Shopify for an existing customer, and creates or maps the record — keeping corporate identity and location data aligned across both systems.

04

Product sync — Dynamics 365 F&O → Shopify

When a new product is released in Dynamics 365 F&O, appse ai retrieves its full specification and variant data, verifies the SKU in Shopify, and creates or updates the product — so the storefront reflects new inventory the moment it enters the ERP.

Business benefits

More than moving data between Dynamics 365 F&O and Shopify — here is the measurable impact this integration delivers across orders, shipments, customers, and products.

01

Run every Shopify-F&O flow from one template

Orders in, shipments and products out, customers matched — all automated together instead of stitched from separate tools or manual work.

02

Keep data real-time and bi-directional

Shopify orders reach F&O instantly; F&O shipments and products reach Shopify instantly — no overnight batch lag.

03

Prevent duplicates on every flow

Each flow checks for an existing record before it creates one, so retries and replays never double-post orders, fulfilments, customers, or products.

04

Give customers accurate status

Shipments recorded in Shopify the moment F&O creates the packing slip mean fewer ‘where is my order’ enquiries.

05

Keep one source of truth

F&O and Shopify always agree on orders, stock, products, and customers — no reconciliation firefighting.

06

Scale without adding headcount

The four flows process every order, shipment, product, and customer identically, whatever the volume.

01

Run every Shopify-F&O flow from one template

Orders in, shipments and products out, customers matched — all automated together instead of stitched from separate tools or manual work.

02

Keep data real-time and bi-directional

Shopify orders reach F&O instantly; F&O shipments and products reach Shopify instantly — no overnight batch lag.

03

Prevent duplicates on every flow

Each flow checks for an existing record before it creates one, so retries and replays never double-post orders, fulfilments, customers, or products.

04

Give customers accurate status

Shipments recorded in Shopify the moment F&O creates the packing slip mean fewer ‘where is my order’ enquiries.

05

Keep one source of truth

F&O and Shopify always agree on orders, stock, products, and customers — no reconciliation firefighting.

06

Scale without adding headcount

The four flows process every order, shipment, product, and customer identically, whatever the volume.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

What does this Dynamics 365 F&O and Shopify template do?

It runs four connected flows: Shopify orders sync into Dynamics 365 Finance & Operations; F&O shipments (packing slips) and released products sync out to Shopify; and new F&O customers are matched or created in Shopify — each with duplicate protection.

Is the integration real-time or batch?

How does it prevent duplicate orders or records?

Which direction does each flow go?

Does this work with Dynamics 365 Business Central too?

How long does it take to go live?

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Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Richard Grew
Renegade Brewery

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