Dynamics 365 & EDI — One Platform, Zero Manual Entry

SBSA Technology connects Microsoft Dynamics 365 to your entire EDI trading partner network. Purchase orders become Sales Orders, shipments fire ASNs and invoices, and payment remittances reconcile automatically — across Business Central, Finance & Operations, and Supply Chain Management.

Your Dynamics 365 Module

Select your product to see how the integration works

1
EDI 850 PO received from retailer

Automatically converted to a D365 Business Central Sales Order — no manual entry required.

2
855 PO Acknowledgment sent automatically

SBSA triggers acknowledgment to your retail partner immediately on PO receipt.

3
Fulfillment triggers 856 ASN + D365 Packing Slip

Label generation auto-fires the ASN and creates the BC packing slip and posted invoice.

4
810 Invoice sent, D365 AR updated

Sales Invoice posted to Business Central AR with tracking and order reference attached.

5
820 Payment Remittance reconciled

Retailer remittance auto-reconciles open BC invoices in Accounts Receivable.

1
Integration via D365 F&O OData / Data Management

SBSA connects via the official OData endpoints and Data Management Framework — no unsupported connectors.

2
Multi-legal entity and multi-warehouse support

Transactions routed to the correct legal entity and inventory site in F&O automatically.

3
Advanced pricing and trade agreements respected

F&O's customer-specific pricing and trade agreement rules carried through to EDI invoices.

4
High-volume transaction throughput

Suitable for enterprise-grade operations — SBSA handles full transaction load without bottlenecks.

5
Intercompany & dropship flows supported

Intercompany purchase and dropship order flows mapped end-to-end within D365 F&O entities.

1
Inbound EDI 850 POs drive D365 SCM demand signals

Purchase orders from retail partners feed directly into D365 Supply Chain demand planning.

2
Warehouse Management System (WMS) aware

Pick, pack, and ship events in D365 WMS automatically trigger outbound EDI 856 ASNs.

3
Inventory on-hand sync across locations

EDI 846 inventory advisories sent to retail partners from live D365 SCM on-hand quantities.

4
Vendor-managed inventory (VMI) support

SBSA supports EDI 830/840 forecast and VMI flows tied to D365 SCM replenishment rules.

5
Returns and 180/816 flows supported

Return orders and store replenishment flows mapped to D365 SCM return and transfer order entities.

Built for Every Supplier Type on Dynamics 365

Whether you're a wholesale distributor, manufacturer, or 3PL, SBSA's Dynamics 365 EDI integration is built around your specific order flow and compliance requirements.

Manufacturers

Map EDI 850 POs to D365 production orders, manage finished goods inventory across multiple locations, and automate customer invoicing through D365 F&O or Business Central.

Wholesale Distributors

Connect your entire retail trading partner network to D365 — process high-volume POs, send compliant ASNs, and keep AR current without a single manual entry in Dynamics.

Third-Party Logistics (3PLs)

Route retailer EDI transactions to the correct D365 entity for each client, automate warehouse event triggers, and generate compliant ASNs direct from D365 WMS pick events.

Omnichannel Retailers

Sync inbound vendor POs, manage store replenishment EDI flows (816), and keep D365 inventory aligned across channels — physical, digital, and dropship.

Global Importers & Exporters

Multi-legal entity and multi-currency support in D365 F&O aligns with SBSA's global trading partner network — 350,000+ connections across 60+ countries.

Industrial & B2B Suppliers

Process complex EDI 830 forecasts, 840 RFQs, and 860 change orders within D365 Supply Chain — keeping your production and procurement schedules accurate.

100% Automated order-to-cash — zero manual D365 data entry
3 D365 modules supported: Business Central, F&O, Supply Chain
350K+ Trading partner connections across SBSA's global network
10–20 Business days to go-live for most Dynamics 365 integrations

How SBSA Connects to Microsoft Dynamics 365

SBSA supports all major Dynamics 365 connection methods — from cloud-native REST APIs to enterprise data management frameworks — depending on your module and deployment.

F&O OData / DMF

Finance & Operations

For Dynamics 365 F&O, SBSA uses OData RESTful services and the Data Management Framework (DMF) for high-volume, enterprise-grade data exchange across legal entities and warehouses.

  • Protocol: OData v4 / DMF REST
  • Sync mode: Batch & near-real-time
  • Entities: Sales Orders, Invoices, Inventory Journals
  • Multi-entity: Legal entity and warehouse routing

Supply Chain WMS Events

Supply Chain Management

SBSA listens for warehouse management events in D365 SCM — pick completions, pack confirmations, and load dispatches — to trigger outbound EDI documents in real time.

  • Trigger: D365 WMS warehouse events
  • Outbound docs: ASN (856), Inventory Advice (846)
  • Inbound docs: PO (850), PO Change (860), Forecast (830)
  • VMI: Vendor-managed inventory replenishment

Microsoft Dynamics 365 EDI Integration EDI Transaction Set

SBSA Technology supports core and supplemental Microsoft Dynamics 365 EDI Integration EDI documents. Critical transactions are highlighted because they carry the highest compliance risk when transmitted incorrectly or late.

850

Purchase Order

Retailer PO auto-converts to a Dynamics 365 Sales Order. Customers and items matched or created automatically.

Inbound
855

PO Acknowledgment

Auto-fired on PO receipt — confirms ability to fulfill. Prevents compliance chargebacks at Walmart, Target, and major retailers.

Outbound
856

Advance Ship Notice

Triggered automatically when a shipment is confirmed in D365. Inventory decremented at the correct warehouse location simultaneously.

Outbound
810

Invoice

D365 Sales Invoice posted post-shipment, pre-populated with tracking data, and transmitted as EDI 810 to the retailer.

Outbound
997

Functional Acknowledgment

Every transmitted document confirmed with a 997. Rejections surfaced in SBSA's dashboard before they become chargebacks.

Outbound
820

Payment Remittance

Retailer remittance advice auto-reconciles against open D365 invoices — Accounts Receivable always current.

Inbound
860

PO Change Request

Retailer-initiated PO changes automatically update the corresponding D365 Sales Order — quantity, pricing, or delivery date.

Inbound
846

Inventory Inquiry / Advice

Real-time D365 on-hand inventory levels transmitted to retail partners for demand planning and replenishment decisions.

Outbound

Microsoft Dynamics 365, QuickBooks Online & QuickBooks Enterprise

SBSA Technology supports multiple ERP platforms in a single integration environment. Businesses running Dynamics 365 alongside QuickBooks can connect both to the same EDI trading partner network — managed from one place.

Microsoft Dynamics 365

SBSA connects all three Dynamics 365 modules to your EDI network via native REST API, OData, and DMF. Multi-entity, multi-warehouse, and multi-legal entity configurations supported.

QuickBooks Online – Intuit Silver Partner

Cloud-based accounting for growing businesses. SBSA integrates via QuickBooks Online's REST API, enabling real-time bidirectional sync of Sales Orders, Invoices, Payments, and Inventory. Silver Partner status means certified integration depth — not a workaround.

QuickBooks Enterprise - Intuit Silver Partner

The most powerful QuickBooks product — up to 30 users, 1M+ list items, multi-warehouse inventory, and advanced pricing. SBSA connects via the official QuickBooks Web Connector SDK. Silver Partner status ensures approved, tested integration — no unsupported connectors.

Your Operations Team Gets Their Time Back

Manual re-keying between EDI and Dynamics 365 consumes 15–30 minutes per transaction with 10–20% error rates. SBSA eliminates this entirely. Here's what runs automatically once you're live.

Inbound EDI 850 POs converted to D365 Sales Orders — customers and items created or matched automatically

855 PO Acknowledgments sent to all retail partners immediately on PO receipt

D365 inventory decremented on shipment dispatch — real-time stock accuracy across all locations and legal entities

856 ASNs generated and transmitted the moment a dispatch or packing slip is confirmed in Dynamics

D365 Sales Invoices posted post-shipment, pre-populated with all order and tracking details

EDI 810 invoices sent to retailers — no separate invoicing step for your team

820 payment remittances reconciled against open D365 invoices in Accounts Receivable

New retail customers auto-registered in D365 — no duplicate customer creation across entities

Microsoft Dynamics 365 EDI Integration FAQ

Common questions from businesses connecting Dynamics 365 to their EDI trading partner network.

SBSA integrates with Dynamics 365 via its native REST API and OData endpoints, enabling real-time bidirectional data exchange. Purchase orders from retailers are automatically converted to D365 Sales Orders, fulfillment events trigger ASNs and invoices, and payment remittances reconcile open AR entries — all without manual data entry. Business Central uses the standard API layer; F&O uses OData and the Data Management Framework for high-volume throughput.

SBSA supports Dynamics 365 Business Central, Finance & Operations (F&O), and Supply Chain Management. Each module has a tailored integration: Business Central uses the standard API; F&O uses OData services and the Data Management Framework; Supply Chain Management uses warehouse event triggers for real-time ASN and inventory sync. Cloud, hybrid, and on-premises deployments are all supported.

SBSA's Dynamics 365 integration works with all EDI trading partners in our network — including Walmart, Amazon, Target, Costco, Home Depot, Best Buy, Grainger, and 350,000+ others globally. The integration is retailer-agnostic: once your D365 is connected to the SBSA platform, adding new trading partners doesn't require re-integration with your ERP.

Yes. SBSA supports multi-ERP environments where some business entities run on Dynamics 365 and others use QuickBooks Online or Enterprise. As an Intuit Silver Partner, SBSA holds certified integration depth with both QuickBooks products alongside its Dynamics 365 connector — managed from a single platform with unified trading partner connections.

Most Dynamics 365 EDI integrations go live within 10–20 business days, depending on the number of trading partners, D365 modules in use, and any custom entity mappings required. SBSA's onboarding includes a discovery questionnaire, entity mapping session, trading partner configuration, end-to-end UAT testing, and a dedicated account manager present at go-live with 24/7 monitoring from day one.

No. SBSA's integration matches inbound orders to existing D365 customers and items by ID and account number before creating new records. If a customer already exists in Dynamics, the incoming Sales Order is added under the existing record. New records are only created when no match is found, and SBSA flags these for review before writing to your D365 environment.

Connect Dynamics 365 to Your EDI Network Today

Tell us your D365 module, version, and retail trading partners — we'll build a complete integration plan and have you live in 10–20 business days.