Microsoft Dynamics 365 EDI Integration Services

EDI transactions

Connect the complete order-to-cash conversation

Scope the X12 documents your trading partners require and the Microsoft Dynamics 365 or operational records each document needs. These supplier-side examples are confirmed against the partner's version and implementation guide.

1. 01 / Buyer → supplier

   Order

   EDI 850

   Purchase Order

   What does the buyer need?

   Mapping details

   Sales order in the correct legal entity

   Resolve customer, released product, dimensions, units, dates, and site/warehouse references through the agreed integration interface.

2. 02 / Supplier → buyer

   Confirmation

   EDI 855

   Purchase Order Acknowledgment

   What can you supply, and when?

   Mapping details

   Confirmed supply response

   Translate the approved order response and exceptions after the agreed business checks, retaining buyer line references.

3. 03 / Supplier → buyer

   Fulfillment

   EDI 856

   Advance Ship Notice

   What shipped, and how is it packed?

   Mapping details

   Shipment + warehouse packing data

   Identify the shipment event and actual packing source, with load, carton, pallet, or external 3PL information where required.

4. 04 / Supplier → buyer

   Billing

   EDI 810

   Invoice

   What is the buyer being charged?

   Mapping details

   Posted customer invoice

   Map the final invoice to the original PO and shipped quantities, including partner-specific charge and total validation.

5. 05 / Buyer → supplier

   Payment

   EDI 820

   Payment / Remittance

   Which invoices does the remittance cover?

   Mapping details

   Finance reconciliation + application visibility

   Match retailer remittance references, invoice amounts, and deductions to approved finance records. Define how Microsoft Dynamics 365 receives reconciliation status; a remittance message alone does not establish payment settlement.

The business journey is shown in sequence; actual timing follows the partner agreement. An EDI 820 carries payment instructions or remittance information. Payment execution and settlement are confirmed through the agreed finance and banking process.

Additional scope can include 860 order changes, 940 warehouse shipping orders, 945 shipping advice, or EDIFACT equivalents. A technical acknowledgment is separate from a commercial acceptance. Documents and directions are agreed for each partner.

Frequently asked questions

Microsoft Dynamics 365 EDI integration FAQs

• Is this page for Business Central?

  No. This page covers Dynamics 365 Finance and Supply Chain Management. Business Central uses a different integration model and has its own service page.

• Can EDI orders be routed across legal entities?

  Multi-entity routing can be included in scope. We define deterministic partner-to-company rules, customer and product mappings, and permissions, then validate them in the test environment.

• Will every EDI transaction use OData?

  Not necessarily. We select the supported integration pattern based on the business operation, data-entity coverage, volume, and timing. Batch or other approved interfaces may be appropriate for parts of the workflow.

• What is included in a Microsoft Dynamics 365 EDI integration project?

  The agreed scope covers discovery, source-to-target mapping, connectivity, validation, exception handling, end-to-end testing, and go-live support. Deliverables identify the trading partners, document types, application records, and any ERP or warehouse changes required. Ongoing support responsibilities are agreed separately.

• How long does Microsoft Dynamics 365 EDI implementation take?

  Timing depends on partner testing windows, document complexity, master-data readiness, interface access, and application changes. After discovery, we provide a dated plan with dependencies and acceptance criteria rather than promise one timeline for every project.

• Can we retain our current EDI provider or VAN?

  We assess the existing provider's interfaces, mapping ownership, transport agreements, and support responsibilities. The project can focus on the application connection where suitable. If migration is needed, we plan partner testing, reconciliation, and cutover explicitly.

• How is EDI integration priced?

  Scope is driven by the number of partners and document maps, application interfaces, custom fields, warehouse dependencies, environments, and support requirements. We separate implementation work from any recurring service, transport, or third-party licensing costs in the proposal.