MS Dynamics AX Integration Services

Connect Your Website to the Business Systems That Keep Things Moving

Microsoft Dynamics AX has been used by manufacturers, distributors, and other larger organizations to manage financial, inventory, sales, purchasing, and operational data.

Although Microsoft has ended support for the AX 2012 product line in 2022 and now directs customers toward Dynamics 365 Finance and related finance and operations applications, many businesses still operate websites, portals, and e-commerce systems that must exchange information with an existing AX installation.

Webstix provides website integration development for organizations using Microsoft Dynamics AX and for businesses planning integrations around newer Dynamics 365 finance and operations environments.

Connect Website Activity With Your ERP

When website information must be re-entered into an ERP by hand, the process becomes slower and less reliable.

Employees may need to copy customer details, product numbers, order information, shipping addresses, quote requests, or purchase data from one system into another. Besides consuming staff time, manual entry can introduce errors that affect fulfillment, accounting, inventory, and customer service.

An integration can move approved data between the website and Dynamics 365 Finance, helping your systems support the same business process.

Depending on the installation and project requirements, the website may exchange:

Customer and account information

Product records

Pricing

Inventory availability

Sales orders

Purchase information

Shipping addresses

Order status

Invoice information

Quote requests

Dealer or distributor data

Account-specific terms

E-Commerce and Order Integration

An e-commerce website may collect all the information needed to begin processing an order, but that does not mean the ERP automatically knows the order exists.

A custom integration can send website orders into Dynamics 365 Finance according to the rules established by your business. This may include customer matching, product identification, quantities, pricing, taxes, shipping selections, payment references, and other order information.

The integration must account for practical questions such as:

Does the customer already exist?

Which customer account should receive the order?

Are website and AX/365 Finance product numbers identical?

Which system determines pricing?

When should inventory be checked?

How should taxes and freight be represented?

What should happen if an item cannot be matched?

How should a failed order transfer be reported?

Can the website show updated order status afterward?

These details need to be planned before the systems are connected.

Product, Pricing, and Inventory Data

Industrial and distribution websites often need accurate product information from an internal system.

Depending on the capabilities of the AX/365 Finance environment, an integration may retrieve or synchronize information such as:

Item numbers

Product descriptions

Customer and Dealer Portals

A portal can allow approved users to access selected business information without contacting your staff for every request.

A website or portal connected with Dynamics AX/365 Finance might allow a customer, dealer, or distributor to:

The information made available should be limited according to the user’s identity and business relationship. Security and authorization must be treated as core parts of the integration, not added after development.

Working With Existing AX or 365 Customizations

Dynamics AX environments are frequently customized. Tables, fields, services, business logic, product identifiers, and workflows may differ significantly from one company to another.

Because of this, an AX or 365 integration should not be treated as an off-the-shelf connector.

Before proposing the technical approach, we need to understand:

We may also need to coordinate with your internal team, Microsoft partner, ERP consultant, or managed services provider.

The version and deployment

Existing customizations

Available services or integration endpoints

Required records and fields

Data ownership

Expected transaction volume

Real-time versus scheduled requirements

Security restrictions

Error and recovery procedures

Future upgrade plans

Support for Dynamics 365 Finance and Operations Integrations

Companies moving beyond AX may need their website integration adapted or rebuilt for Dynamics 365 Finance, Supply Chain Management, Commerce, or another finance and operations application.

Microsoft documents several integration patterns for these systems, including OData endpoints, batch data APIs, data-management REST APIs, custom services, Power Platform integration, and external web services. The right approach depends on the type of data, required speed, transaction volume, and business process.

Webstix can handle the website and custom application side of the project while coordinating with the team responsible for the Microsoft environment.

Build a More Reliable Flow of Business Data

A successful ERP integration should reduce work without creating a system that is difficult to understand or support.

We plan for:

Clear field and record mapping

Secure authentication

Input validation

Duplicate and conflict handling

Transaction logging

Error notifications

Recovery from temporary failures

Testing with realistic data

Documentation of the completed workflow

Let's Discuss Your Dynamics Integration Project

Contact Webstix to discuss your Microsoft Dynamics AX or Dynamics 365 website integration project.

Microsoft Dynamics AX Website Integration