Dynamics 365 SCM Integration Live Demo Webinar

The session focuses on automating EDI workflows to eliminate manual data entry while providing end-to-end visibility across the supply chain.

1. Business Strategy: The "ACT" Framework

Shane explains how Cleo uses the ACT framework to optimize your dynamics EDI strategy:

• Accelerate: Rapidly onboard EDI partners using pre-built connectors and a proven global network.

• Control: Choose your service model—ranging from a self-service EDI platform to a fully managed service where Cleo’s experts handle your dynamics EDI daily operations.

• Trust: Ensure reliability with real-time SLA monitoring and a "glass box" approach that keeps your EDI data transparent.
   

2. Technical Architecture for Dynamics EDI

The CIC platform acts as the "brains" between your external trading partners and your internal ERP.

• Inbound/Outbound: Supports all EDI standards, APIs, and web portals for low-tech vendors.

• The Engine: Handles complex data transformations, lookups, and orchestrations.

• D365 Integration: Cleo utilizes the Data Management Framework (DMF) and OData API services to ensure high-speed dynamics EDI performance.

The "Cleo Header" Advantage: Cleo embeds a tracking section directly into D365 records. This allows the system to manage EDI status and prevent duplicate orders without disrupting your team's native SCM workflow.

3. EDI Visibility (The CIC Cockpit)

The CIC Cockpit provides a centralized dashboard for managing all dynamics EDI transactions:

• Dashboard Customization: Tailor views to track high-priority EDI documents like 850 (Purchase Orders) or 856 (ASNs).

• Advanced Search: Filter by partner, specific EDI errors, or functional acknowledgement (997) status.

• Reporting: Schedule automated CSV reports to keep non-technical stakeholders informed about EDI flow and performance metrics.

• Payload Insight: Compare original EDI files side-by-side with the translated XML used by Dynamics 365.

4. Exception Management & EDI Resolution

When an EDI transaction fails—such as an invalid character in a numerical field—Cleo simplifies the fix:

• Instant Alerts: Automated emails link directly to the EDI error report.

• Pinpoint Accuracy: The system highlights the exact EDI segment and mapping step that failed.

• One-Click Reprocessing: Once the data or map is updated, users can re-run the EDI document instantly.

• Support Integration: Managed service users can chat directly with Cleo's EDI specialists through an integrated ticketing system (1-hour response SLA).