Integration
The product is created from the Item entity in Dynamics 365. To create an Item in 365, open a new Item Card (see Item Card in Dynamics 365 image) and follow the instructions below. Firstly, set general details:
No. (ID, product’s code)
Description (product’s name)
Description 2 (product’s short description)
Brand (product’s attribute)
Item Inventory Code (product’s taxon)
Active for Web Order (set to true)
The Active for Web Order flag must be set to true for a product to be created in SellStack. Additionally, a product must belong to at least one location¹ in Dynamics 365 to be created in SellStack, meaning it must have inventory available at that location¹. Initially, all products are created as disabled, meaning they are not visible in the shop. A product becomes visible in the shop only after an administrator enables it in the Admin Panel and assigns it to one or more active channels.
Item Card in Dynamics 365
After saving the Item Card in Dynamics 365, a new product should appear shortly in SellStack. Check the products grid (see Products grid in SellStack Admin image) in the Admin panel by selecting the ‘Products’ option in the ‘Catalog’ section. Products can be filtered by name using the regular search or by Elastic Search, which provides more advanced search capabilities. They can also be filtered by channel and the Enabled flag.
Find your newly created product and open its editing form to verify that all data has been synced properly. The product edit form (see Product editing form in SellStack Admin image) contains many fields and a submenu with links to other SellStack entities. Each submenu option will be discussed in its respective section of this chapter.
Products grid in SellStack Admin
Product editing form in SellStack Admin
¹ Depending on system configuration, this can refer to a Dynamics 365 Location or a Dynamics 365 Sales Channel.
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