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About EDI Integration for Dynamics 365 F&SCM

Fast-track your EDI implementation in Dynamics 365 F&SCM with our Data Integration & Security Solution’s EDI functionality. This configurable, no-code solution offers a powerful integration engine that makes Dynamics 365 EDI integration easier, faster, and more secure. 

Since our solution is built for business users, your team needs no coding expertise to exchange documents with trading partners, configure EDI messages, or manage EDI errors and exceptions. Our solution offers you the flexibility to also connect to your preferred EDI brokers and/or trading partners. 

Additionally, Data Integration & Security Solution also equips D365 business users to manage data exports to their BYOD, migrate from any legacy system to Dynamics 365 F&SCM, integrate their application landscape, and efficiently set up and maintain data security while maintaining an audit trail. Since the solution has been built within Dynamics 365 F&SCM, it offers a familiar user experience to existing ERP users and enables them to simplify and speed up supply chain communication, without leaving the D365 environment. 

Key Challenges

Lack of integration expertise
Integrating any business system or application requires integration expertise. Since our solution already offers powerful no-code integration capabilities, you don’t need to hire integration experts or developers to manage your Dynamics 365 EDI integration.
Difficult error handling
Easily handle errors without leaving the Dynamics 365 environment. Instead of switching between solutions, when you see an erroneous message, you can use our D365-embedded solution to correct the error within the ERP. 
Lengthy implementation time
Since most EDI solutions need to be integrated with Dynamics 365 using development, implementation times can be 6-12 months long. Our no-code EDI integration solution is built within the D365 F&SCM environment, thereby speeding up the implementation process. 

Key Features

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    History Management

    Simplify reporting or recalling of orders using our solution’s EDI history management feature. All document processing and message transmissions are recorded in the transaction history to ensure you have all your EDI data in Dynamics 365.

    Error notification alerts

    Configure notification alerts for specific errors to ensure quick resolution while setting up your EDI processes using our solution. The recipient of the notification can check the error and validate that document in D365 F&SCM itself.  

    Built for business

    Our no-code solution, designed for business users, enables sales, purchase, and logistics personnel to handle EDI end-to-end without any dependence on IT. Your team can use simple point-and-click configurations to create messages, handle exceptions, or map data with D365 F&SCM. 

    Background sphere

    Benefits

    Embedded in D365 F&SCM

    Our EDI solution is built using the same business logic as D365 F&SCM and hence provides a familiar user experience for existing users, which makes it easier to use.

    Flexibility

    Our solution can be used with any broker/value-added network (VAN) or multiple partners of your choice which gives you the flexibility to choose.

    Scalability

    Our solution’s EDI functionalities can be scaled across legal entities across Dynamics 365. The solution can also help you process a high volume of EDI messages per legal entity. 

    Quick start

    After the initial training, the tutorials will give your team a quick start to process simple EDI messages in a matter of days.

    Configuration-based

    Our solution offers access to all tables and fields in Dynamics 365 and the ability to configure and tailor your messages based on your business requirements.

    Simplify order validation

    We offer an easy way to track and manage the automatic order flow in the staging area where orders can be validated or checked before processing.

    Key Functionalities

    EDI messaging

    EDI Messaging

    Easily manage EDI messaging between trading partners and validate EDI documents in the staging area, without leaving the D365 environment. The solution supports several electronic document formats—including EDIFACT (Europe), ANSI X12 (United States), fixed text, and XML. 

    EDI message distribution

    EDI message distribution

    Easily manage intercompany messaging between departments as well as B2B messaging with trading partners using our solution’s EDI integration capabilities. Business users can create, track, and share business documents directly from their specific role center. 

    Data integration

    Data integration

    Easily configure and maintain unlimited, complex integrations in D365 F&SCM, track key integration performance, troubleshoot integration errors, and export high-volume data to a BYOD database, without any development. 

    Data migration

    Data migration

    Easily import data from any legacy ERP, on-premises system, multiple ERP systems, Excel sheet, or flat files into Microsoft Dynamics 365 F&SCM while validating data during or after ERP implementation, without coding. 

    Data security & compliance

    Data security & compliance

    Easily define and monitor user roles, efficiently set up and maintain Dynamics 365 data security, prevent unauthorized access to D365 data, improve your audit trail, and gain insights into the roles and users that are non-compliant.  

    Frequently asked questions

    Can't find what you're looking for?
    Does your solution support specific standards?

    Our solution focuses on integrating EDI messages with Dynamics 365 and currently does not come with a library of standard EDI messages, although they can be created. We integrate with any EDI broker who will do the complex transformation, as per industry and global standards. 

    What is the process for onboarding a new trading partner?

    Onboarding a trading partner can be set up with just a few clicks for the end user. You can easily add a trading setup for each trading partner to the D365 master data for customers, vendors, addresses, and warehouses, without involving your IT team.

    Can we connect with multiple EDI brokers?

    Yes. Our solution offers you the flexibility to choose an alternate EDI broker (if you like). It also allows you to connect with a value-added network (VAN) or managed service provider (MSP) of your choice (in case of an indirect, hybrid integration, or non-EDI messages), that could translate your messages to the right EDI format per trading partner. 

    I find several EDI solutions on D365. What makes your solution different from these?

    STAEDEAN’s Data Integration & Security Solution is built within Dynamics 365 and offers a powerful integration engine, which helps simplify and accelerate integrations between EDI, your ERP, and other business systems. Our solution’s EDI capabilities include template-based document exchange, faster trading partner onboarding, and EDI exception handling. We help you go live with EDI in less than 30 days. Additionally, our solution gives you a single, no-code platform to manage complex integrations, execute rapid data migrations, model, clean, and prepare data, and strengthen your data security and compliance efforts in D365, without having to leave the ERP environment or rely on multiple ISV solutions. 

    Resources

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      EDI Integration Solution for D365 F&SCM | Factsheet

      Discover how our no-code EDI solution built within Dynamics 365 F&SCM, helps you onboard trading partners and streamline your supply chain communication effortlessly.
      EDI-Studio-factsheet

      Data Integration and Security Solution for D365 F&SCM | Factsheet

      Discover how you can manage security, integrations, data imports and exports, and EDI messaging in D365 with a single, embedded no-code solution.
      Data-Integration-and-Security-Solution-for-D365-F&SCM-Brochure

      Data Migration Solution for D365 F&SCM | Factsheet

      Explore how you can accelerate the migration of accurate and verified data from any legacy ERP, application, or file into Dynamics 365 F&SCM, without development.
      Data-Migration-Solution-for-D365-F&SCM-Brochure

      Simplify EDI Software Selection in D365 | Buyer’s Guide

      Worried about making a long-term commitment to an EDI software? Take our experts’ guidance in evaluating EDI solutions for D365 F&SCM in our Buyer’s Guide to EDI.
      EDI-Buyers-Guide-eBook

      Streamlining the Entire EDI Process in D365 | eBook

      An integrated EDI solution for D365 is a must-have if you're looking to enhance B2B communication. Check out the options available to you for EDI integration in D365.
      Electronic-Data-Interchange-Process-in-Dynamics-365-eBook

      Electronic Data Interchange | Toolkit

      Getting started with EDI? Our Toolkit takes you through everything you need to know about EDI, and gives you tips on the best ways to implement EDI in D365 F&SCM.
      EDI-Toolkit

      What Is EDI? And Can It Really Ease Business Communications?

      James SmithJames Smith
      Jan 6, 2022
      From the history and evolution of EDI to its benefits, formats, and methods of document exchange, this blog answers all your questions around EDI in Dynamics 365.
      What is EDI? Meaning, history and standard formats

      5 Primary Challenges in Implementing EDI

      Jerry CaousJerry Caous
      Feb 27, 2020
      While EDI has become more important than ever in supply chain optimization, its implementation is not challenge-free. Find out how you can mitigate them in this blog.
      Challenges in implementing EDI

      EDI vs. Blockchain—Which Is Better for Your Supply Chain?

      Eric Van HofwegenEric Van Hofwegen
      Mar 18, 2024
      Does blockchain have an advantage over EDI in D365? Or is EDI the better choice for your supply chain communication? This blog takes a closer look at these questions.
      What Is the Difference Between EDI and Blockchain?
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