eShop Installation and Data Setup Guide for Microsoft Dynamics 365 Business Central
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eShop Installation and Data Setup Guide for Microsoft Dynamics 365 Business Central
This guide walks you through installing and configuring eShop Connect (Magento Connector) for Microsoft Dynamics 365 Business Central — from registering your eShop account and completing the eShop Setup Card, through publishing your first categories, items and users to the Magento site, to placing a test order and syncing it back into Business Central.
📋 Before you start
- The eShop app has been downloaded and installed from Microsoft AppSource onto your Dynamics 365 Business Central environment
- You have a Business Central user account with the permissions needed to run the eShop setup actions
- You can receive email at the address you register with — your Magento site URL and credentials are sent there
- You have access to the Magento storefront and admin panel
1. Installation Guide
The purpose of this document is to guide you through the installation and setup of eShop (Magento Connector) for Dynamics 365 Business Central. It assumes the eShop app has already been downloaded from Microsoft AppSource onto your Business Central environment.
📝 What happens next
Registration gives Dynamics eShop the information needed to build your integration URLs. The site URL is emailed to you, and the final step of enabling the integration is completed by the Dynamics eShop team — see section 3.3.
2. eShop Account Registration in Dynamics 365 Business Central
Once the app has been downloaded from AppSource, eShop creates two icons in the Actions area of the Business Central home page:
| Action | Purpose |
|---|---|
| eShop Account Registration | Gathers the information needed to create the URLs used for integration. |
| eShop Setup Card | The eShop-specific page where you configure the URLs and default settings that apply to the new site. |
To start: from the Business Central dashboard, select eShop Account Registration and follow the on-screen instructions to register.
📝 Alternative route
You can also reach eShop Account Registration from the notifications shown after downloading the app from AppSource.
This opens the eShop Setup Wizard:
Work through the wizard to complete the account information:
When every required field is complete, select Finish. You will receive an email confirmation from Dynamics eShop once your information has been submitted successfully.
📝 Your site URL
Dynamics eShop sets up the website and emails you the site URL. Members of the Microsoft team should refer to the test accounts document instead.
3. eShop Setup Card
With your credentials in hand you are ready to continue. Open Dynamics 365 Business Central → eShop Setup Card. There are three steps to complete on this page:
- Enter the URLs on the General tab.
- Run Default Setup.
- Get the Web Service Login Info.
⚠️ Can’t see the setup card?
If the eShop Setup Card does not appear in your ACTIONS area, the user ID you signed in with does not have the permissions required to access eShop. You can still reach the setup card through the notification link.
3.1 URL setup
Open the eShop Setup Card from the Business Central home page and enter the eShop URL you received by email. Tab across the remaining URL fields and they populate automatically.
3.2 Run Default Setup
Once the URLs are in place, go to the Actions tab on the eShop Setup Card and select Run Default Setup. This configures the default settings, auto-generates the fields on the Numbering tab and sets up the web services.
3.3 Web Service Login Info
Selecting Web Service Login Info takes you to your Business Central user information page:
| Value | Where to find it |
|---|---|
| User Name | The General section of the user information page. |
| Web Service Access Key | The Web Service Access section of the user information page. |
⚠️ Send these details to Dynamics eShop
Make a note of the user name and web service access key and email them to support@dynamicseshop.com so the team can enable and complete your website integration. You can also call +1 888 631 1148 or +1 310 266 1429 for assistance.
With that done, the integration and setup between your Magento site and Dynamics 365 Business Central is complete.
4. User Guide to Setting Up the Data
Once the test Magento site is installed and set up, populate it with data for testing — that is, publish data from Business Central to the Magento site. There are two ways to do this:
- Manually, publishing each record individually (covered below).
- Mass publishing, using the One Click Offline Install functionality.
📝 Order of publishing
Start with a category and then move on to items, so every item you create can be associated with its respective category.
4.1 Create and publish a category
From the Business Central home page, go to eShop Setup → Actions → eShop Categories:
On the Category List page, select New and complete the fields:
| Field | What to enter |
|---|---|
| Category ID | A unique number identifying the category. |
| Name | The display name shown on the website. |
| Parent Category ID | For a subcategory, the ID of the parent category it sits under. Leave blank when creating a parent category. |
| eShop Enabled | Select this box to publish the category to the website. |
Then go to Actions on the main menu and select eShop → Publish. A confirmation message appears once the category has been published.
📝 eShop ID
The eShop ID field is populated automatically with a unique number once the category is published.
To test: go to the website and look for the published category under the Products section.
4.2 Create and publish an item
From the Business Central home page, go to eShop Setup Card → Actions → Items List and either select an existing item or add a new one:
For a new item, complete the mandatory fields on the standard Items List page — description, unit of measure, unit price and inventory among them.
⚠️ Inventory is mandatory
An item will not appear on the website unless it has inventory.
Open the eShop fast tab on the Item Card. eShop Category ID is mandatory before the product can be published — select the ID from the drop-down and set eShop Enabled to true.
From the main menu, go to the Navigate tab and select Process → Publish. The eShop ID is populated automatically once the item is published, and a confirmation message states that the product has been published.
To test: go to the website and search for the newly published item in the search field or under the Products tab — it appears under the category you selected.
4.3 Create an eShop user
B2B user — created in Dynamics 365 Business Central. From the Business Central home page, go to eShop Setup Card → Actions → eShop Users, then select New.
⚠️ Check the customer record first
The Name 2 field on the customer you select must not be empty, or the user cannot be published.
Complete the mandatory fields:
| Field | What to enter |
|---|---|
| User ID | Populated automatically with a unique series of numbers and letters. |
| Email Address | Also serves as the eShop login ID. |
| First Name | The user’s first name. |
| Last Name | The user’s last name. |
| Password | Minimum 8 characters, with at least one uppercase letter and one number. |
| User Type | Select Customer to create login access for your customers. |
| No. | The customer number the new user is associated with. The Name 2 field on that customer must not be empty. |
| eShop Enabled | Select this box to push the user to the website and enable them there. |
Select Publish. Once published, the eShop ID field is populated automatically.
To test: go to the website, select Sign In at the top right of the screen and enter the email address and password in the Returning Customer area. If the eShop user was created successfully you will be signed in.
B2C user — created on the website. Customers are normally encouraged to register on the site and check out, so their account details exist in the system and they can view their orders later.
To create an account, go to the website, select Create an Account at the top right, complete every mandatory field and select Create an Account again.
📝 When the customer reaches Business Central
The web customer entry is created in Dynamics 365 Business Central after the customer places an order.
To test: go to the sign-in page, enter the new user’s credentials and sign in. If the account was created successfully you will be signed in.
5. Placing an Order in Magento
Sign in to the website and place a test order:
- Browse the products and add an item to the cart.
- Go to the shopping cart and select Checkout.
- Select the shipping address, or choose Add New to enter one.
- Select the billing address from the existing list, or add a new address.
- Select a shipping method and continue — use the default shipping method for testing.
- Select a payment method and continue — use PO order for testing, and note that the PO number is mandatory.
- Select Place Order to confirm. The order number shown on the page is the Magento order ID.
📝 Order status
The order status shows as Pending in the Magento admin until it is synced into Business Central.
📋 Shipping and payment integrations
eShop integrates in real time with most shipping carriers to pull live rates onto the site, and with payment gateways for credit card processing. Both are configured in the back end using your credentials. Once you are satisfied with the basic functionality, Dynamics eShop can help with the advanced setup of the site and mass publishing of your data.
6. Magento Order Flow into Business Central
After an order is placed on the website it must be synced into Business Central so you can test the flow of order information end to end.
From the Business Central dashboard, open the eShop Setup Card and, on the Defaults tab, set Enable Magento Connector to true:
Go to Actions and select One Click Offline Install. This opens a process report:
Enable Insert Bulk Orders and select OK:
📝 What this does
The action creates the orders in Business Central. The order status in the Magento admin section then changes to Processing.
📝 Need help?
If you run into issues during installation, contact the Dynamics eShop support team through the Support Portal or email support@dynamicseshop.com.