Efficacious EDI Integration In Microsoft Dynamics 365 (D365)

Efficacious EDI Integration In Microsoft Dynamics 365 (D365)
[et_pb_section fb_built=”1″ _builder_version=”3.22″ da_disable_devices=”off|off|off” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.4.3″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”]Over the past few years, with the rapid expansion of the markets and evolving customer expectations, partner trading cycle automation has become a pivotal part of supply chain businesses. Earlier, EDI was preferred by MNCs and conglomerates because only these organizations used to acquire benefits from EDI solutions. But with the emergence of cloud-based solutions, EDI is now accessible for all businesses. Businesses are now employing EDI solutions like dynamics 365 invoicing, vendor invoice automation dynamics 365, dynamics 365 sales order processing, etc. to outsmart their contenders. But integrating an EDI solution is a cumbrous task for many businesses. That’s why companies are using Microsoft Dynamics’ 365 (D365) range of business software to operate their businesses in a hassle-free way. Very often D365 users prefer external EDI software solutions rather than those offering genuine end-to-end automation. If a business is unable to invest in the additional costs and resources involved in enabling external EDI software, the efficiency of the supply chain may lessen.

What are Microsoft 365 integration options?

Since Microsoft Dynamics has no inbuilt EDI capability, the users can automate data exchange processes in two main ways. They either need to handle everything in-house or should opt for a managed external solution.

In-house data process automation

If your company is flooded with EDI expertise and have adequate IT resources, you can implement an EDI solution via an integration platform – often known as middleware, integration platform as a service (iPaaS) or a comprehensive integration system (CIS). This process gives you full control and ensures your EDI user interface is compatible with D365. But this process has some disadvantages.

Internal expertise required

Since the implementation process is an intricate job, hence you need experts who have proficiency in this field and can handle D365 EDI integration in-house. Moreover, all imperative business information is exchanged via EDI, hence the process should be handled properly. If anything goes wrong, the results can be damaging.

A slower solution

Your in-house teams are already engaged with other tasks and responsibilities. They can’t invest much time and effort in this implementation process. As a result, it will take a plethora of time to implement this EDI solution. They can’t match the implementation speed offered by an experienced external provider.

You need to go for thorough testing

To ensure your EDI connection is trustworthy, you need to test all your business cases in advance before going live. During this testing process, the transmission of invoices, all possible variations (including allowances, surcharges and with/without tax) should be tested properly. Since your in-house teams are not familiar with the EDI testing procedures, some key parameters can be missed during this test phase. These mistakes can lead to expensive errors once your solution is live.

Staying on top of your data flow

Once you have successfully implemented the D365 EDI solution via middleware, you need to invest some time and effort to maintain the system’s efficiency. You also need to constantly monitor inbound/outbound messages and updates will also need to be implemented. All changes should be implemented to run your EDI solutions properly.

EDI Integration Via a Fully Managed Service Provider

If your company is not equipped with EDI expertise and internal resources, you should consult with a reputed service provider for integrating an EDI solution in Microsoft Dynamics (also known as a VAN). They will offer end-to-end EDI connections that can be implemented quickly. Some prime benefits of adopting a VAN to implement your D365 EDI solution include:

No in-house expertise required

Since the integration of EDI solutions into Microsoft Dynamics is a complicated process, hence you need the proper knowledge and resources that can handle in-house implementation. If everything is taken care of by a professional service provider, then no internal expertise is required before or after implementation. Thus, your in-house teams can focus on their existing tasks.

Save time, money and stress

When you are selecting a managed D365 EDI solution service provider, you are saving a chunk of money and time for your company. Because now you need minimum in-house resources for this task. Since everything is managed by a professional service provider, nothing can be overlooked while implementing EDI solutions.

Maximum data visibility via deep API integration in D365

A professional EDI service provider offers a deep API-ERP connection with unparalleled end-to-end data visibility. By using this type of connection, EDI message statuses can be viewed in your existing D365 user interface. Thus, you don’t need to navigate to another platform. Scheduled a Demo

A future-proof solution

to run your business efficiently, you need to monitor automated data exchange and messages. Though not all service providers offer 24/7 monitoring and support, only a few offer continuous monitoring as part of the best-managed solutions.


Since every business is unique, no two D365 users will have the same EDI needs. Your company’s EDI needs will also likely evolve with time. As a result, the best EDI solutions include modular elements that can be combined and added as requirements change. Hubbroker is experienced in handling EDI integrations in D365 and knows how to implement a successful EDI integration. The company offers EDI solutions like dynamics 365 invoicing, vendor invoice automation dynamics 365, dynamics 365 sales order processing, and many more. By using our expertise and guidance, your business can enjoy various benefits of automated document exchange without any hassle. To know more, please visit the official website of Hubbroker.[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section]
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