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appse ai checks every Shopify B2B order against live Dynamics 365 credit limits, then restricts net terms and alerts your credit manager.
Apps used in this template
About this template
B2B buyers place orders on net terms because that is how trade credit works. The control on those terms lives in Dynamics 365 Finance and Operations, and the storefront cannot see it, so an account already past its limit keeps checking out on credit until a finance controller notices days later. This template moves the credit decision to the moment of the order and applies it on the storefront itself.
Key benefits
Inside the flow
appse ai runs this workflow from the updated Shopify order through to a restricted payment method and a notified credit manager, using Dynamics 365 Finance and Operations as the financial source of truth.
appse ai starts the moment an order is created or updated in Shopify, capturing the company location, the buyer, and the order value. The check runs on the live transaction rather than on a report someone reads the following morning.
appse ai calls Dynamics 365 Finance and Operations for the customer's credit limit, retrieves their open sales order headers by customer account and order status, and pulls the full detail of the order in question. The evaluation runs on current ERP figures, not on a cached balance.
appse ai compares the requested order value with the credit limit and the outstanding exposure already committed against it. The decision follows the credit policy your finance team already maintains in Dynamics 365 Finance and Operations, rather than a second set of rules held in the storefront.
When the order breaches the limit, appse ai updates the Shopify company location settings so net terms and purchase order payment are no longer offered to that buyer. The buyer completes the same order on card, so the sale is kept and the credit exposure is not increased.
appse ai posts to the credit team channel in Microsoft Teams with the customer name, the amount by which the limit was exceeded, and confirmation that net terms were disabled. Finance sees the breach as it happens and can act on the account rather than reconstructing it later.
Apply the credit policy held in Dynamics 365 Finance and Operations to every Shopify B2B order, at the moment the order is placed.
01
Buyers already at their limit cannot add further unpaid invoices on net terms without a finance decision.
02
Restricting the payment method instead of blocking the order lets the buyer complete the purchase on card.
03
Routine B2B web orders no longer queue for a controller to check the ERP balance by hand.
04
The limits maintained in Dynamics 365 Finance and Operations govern the storefront, so digital sales cannot bypass them.
05
Microsoft Teams alerts reach the credit manager when a limit is breached, with the account and the amount attached.
06
Rising web order volume does not require an equivalent rise in manual credit checks.
07
Credit limits and outstanding order values are read from Dynamics 365 Finance and Operations directly, so no one maintains a parallel spreadsheet.
08
Each breach produces a dated Microsoft Teams record naming the customer, the excess, and the action taken.
01
Buyers already at their limit cannot add further unpaid invoices on net terms without a finance decision.
02
Restricting the payment method instead of blocking the order lets the buyer complete the purchase on card.
03
Routine B2B web orders no longer queue for a controller to check the ERP balance by hand.
04
The limits maintained in Dynamics 365 Finance and Operations govern the storefront, so digital sales cannot bypass them.
05
Microsoft Teams alerts reach the credit manager when a limit is breached, with the account and the amount attached.
06
Rising web order volume does not require an equivalent rise in manual credit checks.
07
Credit limits and outstanding order values are read from Dynamics 365 Finance and Operations directly, so no one maintains a parallel spreadsheet.
08
Each breach produces a dated Microsoft Teams record naming the customer, the excess, and the action taken.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Customize this workflow to match your own Dynamics 365 credit rules, payment terms templates, and alert routing.
Questions & answers
Everything you need to know about this template before you deploy it.
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