Connect Microsoft Dynamics to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Microsoft Dynamics and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Microsoft Dynamics EDI
XEDI connects Microsoft Dynamics with EDI trading partners, automating order, fulfilment and invoice document exchange for suppliers, distributors and finance teams.
One managed platform, no custom code
XEDI maps Microsoft Dynamics to your trading partners and validates every document, so data flows straight into the systems your teams already use.
Business Central and Finance & Operations are different projects
Dynamics 365 Business Central and Dynamics 365 Finance & Operations share a brand and very little else that matters here. They expose different entities, different APIs and different extension models, and an integration built against one does not carry across.
Naming the target first avoids the usual scoping problem, where a project quoted against Business Central meets an F&O tenant with different entity names and a different data model.
Data entities, not tables
Dynamics exposes data through entities rather than direct table access, which is good for stability and means the mapping has to work with what the entity actually surfaces. Fields a retailer expects are sometimes on a related entity, or on an extension somebody added.
Customer, item and address mapping is the substantive work. Retailers identify depots by GLN and products by GTIN; Dynamics identifies them by customer, ship-to code and item number, and every document crossing the boundary needs both views reconciled.
What your team sees day to day
You get an EDI mailbox and a portal that works like an inbox. Orders arrive, your team is notified, and trading is not held up by the Dynamics work.
The order becomes the despatch advice rather than a re-keyed one, amended if the delivery differs, with SSCC labels for the pallets, and becomes the invoice once delivered. Delivery of that invoice is confirmed in the dashboard rather than assumed.
The integration sits over that workflow and automates it, so documents land on the right Dynamics entities and outbound flows are raised from them. Smaller teams work the portal directly. An integration is for when Dynamics has to hold the same truth, and our API is for enterprises wanting finer control again.
Documents you can exchange
- Purchase orders
- Order acknowledgements
- ASN and despatch advice messages
- Invoices
- Credit notes where required
Built for Microsoft Dynamics teams
Whoever owns Microsoft Dynamics in your business, XEDI keeps EDI accurate and hands-off.
- Microsoft Dynamics users
- Wholesale and retail suppliers
- Operations teams
- Finance teams
- EDI coordinators
Microsoft Dynamics EDI document types
The flows below cover most Dynamics supplier programmes on either product.
| Document | What it carries | Direction |
|---|---|---|
| Purchase orders | Retailer demand creating a sales order against the right customer, items and ship-to address. | Partner to Dynamics |
| Order acknowledgements | Confirmation of accepted, amended and rejected lines. | Dynamics to partner |
| Advanced shipping notices | Despatch advice from the Dynamics shipment, with pack structure where required. | Dynamics to partner |
| Invoices | Posted sales invoices referenced to the order and delivery for automatic matching. | Dynamics to partner |
| Credit notes | Credit memos against a previously sent invoice. | Dynamics to partner |
| Product and price data | Item and price data for partners maintaining a catalogue. | Dynamics to partner |
How to connect Microsoft Dynamics with EDI using XEDI
Dynamics connections are staged per partner, with the first settling the entity mapping the rest reuse.
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01
We scope the Dynamics environment, entities and trading partner document flows.
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02
We build the mapping between each partner's documents and your Dynamics records, items, customers and finance fields.
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03
We configure validation and exception handling so partner rules are enforced before anything reaches Dynamics.
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04
We prove each flow against the retailer's requirements and against how your Dynamics entities are configured.
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05
You get documents landing on the right Dynamics entities, and we keep them there through your upgrades.
Ready to connect Microsoft Dynamics?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Microsoft Dynamics EDI
Common requirements
- Dynamics access or integration method
- Customer, item and location mappings
- The trading partners you deal with, or plan to
- Invoice and tax rules
- Connection method and testing requirements
What we need from you to build it
Only the things we cannot hold for you. With these to hand the build is configuration rather than discovery.
- Which Dynamics product
- Business Central or Finance & Operations, with the environment and version, since entities differ between them.
- API access
- Permission for the entities in scope, and awareness of any extensions that change their shape.
- Customer and ship-to mapping
- Partners mapped to customers, delivery points mapped to ship-to codes carrying the partner's GLN.
- Item and unit data
- GTINs per packaging level and the unit conversion between ordering and stocking units.
- Posting rules
- When an invoice posts relative to shipment, since some retailers reject invoices that arrive first.
Why suppliers choose XEDI for Microsoft Dynamics
- The retailers you deal with are usually connected already, so the first can trade before the Dynamics work completes.
- One connection covers EDIFACT, TRADACOMS and X12 across both Dynamics products.
- Partner rules are validated before documents are sent, so rejections do not surface as payment problems.
- A new retailer is not an extension and a release cycle. We take the build on and verify it before it trades.
- Every message is traceable end to end for dispute resolution.
- If a partner flags a problem, we are told, not you. We rectify it on your behalf rather than passing it back as a ticket.
Can XEDI connect Microsoft Dynamics to EDI partners?
Yes. XEDI can connect Dynamics workflows with partner EDI requirements for orders, fulfilment messages and invoices.
Plan your Microsoft Dynamics EDI setup
Everything you need to scope, map and go live with Microsoft Dynamics, in one place.