Welcome to the Sana Commerce Cloud installation guide for Microsoft Dynamics 365 for Finance and Operations. Microsoft Dynamics 365 for Finance and Operations is a cloud-hosted enterprise resource planning (ERP) solution that helps businesses manage their financial, operational, and supply chain processes. It was previously the unified ERP application in the Microsoft Dynamics 365 suite. As part of Microsoft’s product evolution, it has been split into two separate applications:

• Microsoft Dynamics 365 Finance

• Microsoft Dynamics 365 Supply Chain Management

Although they often remain closely integrated in most implementations, which is essential for systems like Sana Commerce Cloud.

This guide provides a comprehensive walkthrough for installing the Sana Commerce Cloud application into your ERP system, which is designed to seamlessly integrate with it. As a powerful frontend, the Sana webstore connects directly to the data and business logic of Microsoft Dynamics 365 for Finance and Operations. This ensures your online business operations are always in sync with your backend processes, providing a single, reliable source for all your data.

Benefits of Real-Time Integration

Sana Commerce Cloud's integration with Microsoft Dynamics 365 for Finance and Operations enables real-time communication between your webstore and your ERP system. This means that data such as product information, stock levels, pricing, customer and order details are always up-to-date. This eliminates the need for manual data transfers, reduces the risk of errors, and ensures that your customers always have access to the most current and accurate information. By connecting the two systems in real-time, you can provide a superior customer experience and improve the efficiency of your business operations.

Security

Sana Commerce Cloud is designed with a strong focus on security. The integration with Microsoft Dynamics 365 for Finance and Operations is built on a secure foundation, ensuring that your sensitive business data remains protected. All interactions between the two systems occur via the web service over HTTPS, ensuring that data is encrypted during transit, establishing a trusted and secure connection. Both solutions are hosted in secure cloud environments, leveraging their security infrastructure. This ensures that only authorized access is granted to your webstore and ERP data, maintaining the integrity and confidentiality of your information throughout the sales process.

About This Installation Guide

This guide is a complete resource for installing Sana Commerce Cloud into Microsoft Dynamics 365 for Finance and Operations. It covers everything from initial prerequisites like licensing and supported environments to the actual installation process. You'll find step-by-step instructions for preparing your ERP, installing the Sana Commerce Cloud application, and configuring the connection to your Sana webstore. The articles are designed to guide you through each stage of the setup.

The Sana Commerce solution for Microsoft Dynamics 365 for Finance and Operations is available in the Microsoft AppSource.

This manual is targeted at Sana partners that are able to install Sana Commerce into Microsoft Dynamics 365 for Finance and Operations.