Microsoft Dynamics F&O Integration

Overview

We have successfully implemented multiple Microsoft Dynamics F&O integrations using various integration methods which are outlined in this article.

Each F&O integration requires custom work and collaboration between your team (or F&O consultant) and our integration specialists.

Integration Types

We offer two main types of integration workflows with F&O:

  1. Pending Workflow

    • For systems not collecting package dimensions
    • More flexible implementation
    • Allows carrier selection in MachShip

  2. Unmanifested Workflow

    • For systems with package dimensions
    • More automated process
    • Direct label printing

Integration Process

Pending Workflow

  1. Order created in F&O
  2. We create a pending consignment in MachShip with:
    • Warehouse and customer details
    • F&O reference numbers
  3. Warehouse team:
    • Searches consignment using order number
    • Adds package details
    • Selects carrier
  4. Labels print
  5. Shipping details update back to F&O

Unmanifested Workflow

  1. Order created and packed in F&O
    • Includes weights and dimensions
  2. Data sent to MachShip
  3. Consignment created automatically
  4. Labels print directly
  5. Shipping details update back to F&O

Integration Setup Process

The process for getting your integration setup is:

  1. Scoping - Reach out to our integrations team at clientintegrations@machship.com - note, if you're using MachShip via a broker, please include the account manager in CC.

Our specialist integrations team will work with you to:

  • Understand your F&O environment
  • Determine the best workflow
  • Plan the implementation approach

  1. Approval - From there, you will be provided with a quote for any associated integration implementation costs for approval.

  2. Implementation - Once approved, implementation will begin. We will need:

    • F&O system access
    • Technical contact details
    • Your preferred workflow
    • Consultant availability

  3. Handover & Testing - Once completed, we will work with your team to:

    • Validate data flows
    • Test business scenarios
    • Verify error handling
    • Ensure monitoring is in place

Setup FAQs

Q: How long does it take to setup my integration?

Implementation typically takes 1-2 weeks, depending on workflow complexity and resource availability.

Q: What resources do we need to provide?

A: You will need:

  • F&O technical contact or consultant
  • System access credentials
  • Test environment
  • Time for implementation support

Common Issues & FAQ

Q: Which workflow should we choose?

A: Consider these factors:

  • Do you collect package dimensions in F&O?
  • Do you need carrier selection in MachShip?
  • How quickly do you need to implement?

Q: Can we customize the integration process?

A: Yes, we can adapt our approach to match your F&O environment and requirements.

Q: What ongoing support is provided?

A: We provide:

  • Integration monitoring
  • Issue resolution
  • Updates and maintenance
  • Support for F&O upgrades that affect the integration

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