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Microsoft Dynamics AX B2B eCommerce Solutions

Dynamics AX Integration for eCommerce

Microsoft Dynamics AX Integration Made Easy

One of the most trusted and sought-after eCommerce integrations, the Dynamics suite provides you with a robust, scalable platform to enhance your business processes.

Integrate Microsoft Dynamics AX & Your eCommerce Platform

Microsoft Dynamics AX integration with your eCommerce is easy with Connect™. Connect allows your business to view data and updates in real-time, better manage financial data, and take advantage of business intelligence and reporting. Companies using Microsoft Dynamics AX deliver better customer service and a better client experience, leading to longer, healthier client relationships and an increased business cash flow.

Integrate Microsoft Dynamics AX & Your eCommerce Platform
A Better Experience

Improving Customer Loyalty with Microsoft Dynamics AX Integration and eCommerce

An integrated Microsoft Dynamics AX eCommerce platform enhances user experiences for B2B customers by working with phone apps, managing multiple billing systems, mastering media, and integrating retail and online operations. Integrating the software generates user-friendly business process automation for B2B customers that directly access and control back-office accounting, billing, fulfillment, inventory, and line of business systems for authorized actions.

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Create a Better Experience

If you’re ready to make the most of your eCommerce offerings, Dynamics AX integration with existing applications might be what you need.

Clarity is Here to Help

What is Microsoft Dynamics AX, and How Can It Boost Business?

In today’s competitive and highly regulated B2B sales and marketing environment, suppliers have many specialized needs from their ERP software. Microsoft Dynamics AX ERP, when fully integrated into a company’s eCommerce platform, can streamline, automate, and integrate online store and portal operations to provide a seamless user experience that maximizes customer satisfaction, improves engagement, and increases conversions. ERP and CRM integration benefits for wide-ranging industries include:

Integrating ERP features into the company's online Web store

Integrating ERP features into the company's online Web store

Integrating online and offline sales and inventory management into customer-accessible applications

Integrating online and offline sales and inventory management into customer-accessible applications

Eliminating lengthy ordering processes whether for custom products, large wholesale orders or retail options

Eliminating lengthy ordering processes whether for custom products, large wholesale orders or retail options

Managing inventory more closely when products or data are time-sensitive

Managing inventory more closely when products or data are time-sensitive

Updating prices automatically for companies that have large numbers of SKUs

Updating prices automatically for companies that have large numbers of SKUs

Creating unique product catalogs and enabling advanced filtering and searching features

Creating unique product catalogs and enabling advanced filtering and searching features

Facilitating downloads of technical documents (intangibles)

Facilitating downloads of technical documents (intangibles)

Upgrading new functions seamlessly through cloud-based technologies

Upgrading new functions seamlessly through cloud-based technologies

Administering compliance issues and certifications

Administering compliance issues and certifications

Discover the Benefits of Dynamics AX

Companies using Microsoft Dynamics AX can get all these benefits and more. Clarity has helped hundreds of companies integrate their applications and platforms, creating a streamlined experience that improves workflow.

We're Ready to Show You Exactly What We Can Do

Level Up Your Business

Signature Benefits of Integrated Dynamics AX eCommerce for Customers

Today’s agile and rapidly evolving business applications often entangle companies with proprietary systems and upgrades with separate customer service protocols that can confuse and frustrate customers. New offices, expansions, and emerging product lines can exacerbate this disconnect between separate systems. Siloed applications can cripple growth, infuriate customers who face inconsistent platform features, and stymie real-time visibility for customers, staff, and company stakeholders. Integrating your eCommerce business solution with your Microsoft Dynamics AX software, however, offers the following benefits:

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icon description Security Better Security for your Business and Customers

Security is one of the biggest concerns about exposing back-end office data. Integrated sales portal software allows customers access to advanced back-office data without risking the security of personal information. This provides granular control and auditing of access.

icon description Accuracy Greater Accuracy Through Ordering and Invoicing

Customers can place orders using self-service portals, forms, and wizard products that have complex pricing and customization options. Customers can get accurate invoices instantly, review the information, and consult past invoices to assist in placing orders — even when ordering from mobile phones.

icon description Convenient Convenient Features for Multiple Decision-Makers

Each decision-maker in B2B purchase order transactions can get their questions answered via customized buyer profiles. Each person in buying committees can access those areas that most concern them, such as price, safety information, supply chain details, materials used in manufacturing, etc.

icon description 24/7 Accessibility Have round the clock access to the data you need

Each customer or buyer can access their account 24/7/365 from any device without worrying about account security. Such a sales portal can help customers find information about returns, inventory, account status, payments, and many other records.

icon description HAPPY USERS Outstanding Customer Experiences

Microsoft Dynamics AX eCommerce software automates customer-centric features such as customized customer catalogs, special offers and incentives, targeted marketing messages, and special features. Features include engineering custom dashboards from which customers can manage their accounts, as well as custom displays that intuitively anticipate what customers see when they access the company's eCommerce platform.

icon description STREAMLINED Ordering Simplicity

Microsoft Dynamics eCommerce users can access back-office records and third-party features. This helps:

  • Find the best strategies for shipping products
  • Manage split shipping needs
  • Request special prices
  • Configure custom products
  • Consult order history
  • Research products
  • Find alternatives for out-of-stock items
  • Manage orders with 360-degree control

Integrated software portals streamline the ordering process in many ways, such as providing real-time inventory data, shipping updates, price quotations, and logging back-ordering wait times.

icon description INNOVATIVE User-Driven Innovations

Integrated software enables faster upgrades and encourages adapting to consumer trends with greater flexibility. Dynamics AX online users will never have long to wait when new technology becomes available. Clarity eCommerce’s robust API layer easily accommodates new technology, ERP and technology upgrades, mobile apps, and third-party connections.

icon description INTUITIVE Intuitive Suggestions

Fully integrated Dynamics AX and eCommerce software ensures that each customer receives more relevant suggestions, alternative products, specials on products that a customer has researched in the past, company milestones of interest, new products that match the customer’s buying profile, etc.

icon description Efficient Faster Fulfillment

Business process automation works continuously in the background to speed order fulfillment in countless ways. These include making automatic calculations, integrating shipping costs into buying proposals, getting approvals for special orders, and calculating taxes and duties for multiple taxing authorities.

icon description Scalable Flexible and Scalable Features

Companies using Microsoft Dynamics AX can get the features they need to satisfy internal buying committees, stakeholder concerns, customer requests for further information, and multiple payment and billing options.

Level Up Your Business Performance

Microsoft Dynamics CRM integration is one of the best steps you can take when you want to grow your business.

Let Us Show You What We Can Do For You

B2B eCommerce Statistics Support Full Integration of ERP Software

15% Business Revenue
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20% Costs
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20% Customer Satisfaction
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About 42% of B2B organizations report that retaining customers is one of the top metrics in their eCommerce business and marketing strategies. [1] Forward-looking companies understand that customer-centric features are the most powerful tools for retaining customers and fostering customer loyalty. Statistics show that the customer experience, which is increasingly important in B2B marketing, involves all customer interactions with a given business over time. About 78% of customers expect to get answers to their questions from self-service applications, and 84% of B2B customers become frustrated when customer service reps can't immediately answer their questions.[2]

That’s why automated services through eCommerce and ERP integration are so critical for B2B platforms. It helps provide information to customers online and reports customer behavior back to the company. Clarity specializes in BI reporting (data visualization), capturing your customers’ viewing and purchasing behaviors on your site.

The customer experience has become more important than price, and savvy planners consider the customer experience in every business application and decision. About 60% of organizations feel that customer service will be the top criterion in the next three years that differentiates them from their competitors. [3] Companies can increase revenue by 15%, lower costs by 20% and increase customer satisfaction by 20% by fully integrating their back-office ERP software into B2B platform API layers. Nearly one-out-of-three companies now use ERP software, and Microsoft Dynamics AX integration is the top choice of about 20,000 of the world’s largest eCommerce companies. [4]

Best Practices for Using Microsoft Dynamics AX ERP Software

Integrating Microsoft Dynamics ERP software generates extraordinary business benefits, including sharing information with business partners, automating customer portals, organizing internal communications, and communicating with customers in two-way conversations. Integrating Dynamics AX online software with Clarity B2C and B2B eCommerce solutions reduces security and non-compliance risks, increases transparency for customers, enforces quality and customer service controls, and decreases the need to make multiple entries for the same data points.

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References
  1. eCommerceandb2b.com: B2B E-Commerce Trends and Statistics: ecommerceandb2b.com/b2b-e-commerce-trends-statistics/
  2. Huffingtonpost.com: 50 Important Customer Experience Stats for Business Leaders: www.huffingtonpost.com/vala-afshar/50-important-customer-exp_b_8295772.html/
  3. Clarabridge.com: The Top 14 Customer Experience (CX) Stats of 2016 | Customer Experience Stats: www.clarabridge.com/the-top-14-customer-experience-cx-stats-of-2016/
  4. Ec.europa.eu: E-business integration - Statistics Explained: ec.europa.eu/eurostat/statistics-explained/index.php/E-business_integration
Improving sales insights into customer / partner activity

Better Insights

Companies using Microsoft Dynamics AX online software can use the latest data visualization software to parse data, helping them analyze buying patterns.

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Make the most of returning customers

Higher Return Rate

Marketing Metrics’ research shows that increasing sales to existing customers has a 60-70% success rate, while trying to sell to a new prospect only has a 5-20% chance of success.

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Save your customers, save your business

Increased Loyalty

Losing a customer can range from mild inconvenience to business shattering. Microsoft Dynamics eCommerce users can reduce customer defection and keep your business strong.

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Help customers utilize everything you have to offer

Improved Experience

Improve customer experience with better data (i.e., order status, online membership renewals, loyalty rewards points programs, etc.) Customers satisfied with a website's functionality are more likely to remain customers.

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Incorporate marketing with your eCommerce business

Effective Marketing

Information you get from the Microsoft AX ERP can deliver information for more effective marketing plans, such as targeted campaigns, cross-sell/up-sell/recommend products, social media, etc.

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Make your primary goal easier

Improved Sales

You want to improved sales. With Dynamics AX integration, your sales personnel can use information like YTD Sales, MTD Sales, Accounts Receivable aging, Credit hold, etc.

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Plan for your future with custom eCommerce solutions

Smarter Planning

Cross-channel information allows you to better forecast your pipeline and schedule procurement/manufacturing accordingly. Plan every product from concept to delivery with greater efficiency than ever before.

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Discover the Power of Microsoft Dynamics AX

Microsoft Dynamics CRM integration can make your business run smoother and increase sales.

Let Us Show You What We Can Do For You

Base eCommerce Website

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Core website features with Dynamics AX

Fixed Price | Incudes: Website + Administrative Portal

CMS

Clarity works with several CMS platforms and will recommend a specific platform based on the technical requirements of your project and your specified budget. Most complex sites (i.e., sites that require custom development) are built using the DNN CMS since it's based on .NET, making it very secure and developer-friendly. Simple/marketing sites are often done on WordPress.

  • WYSIWYG editor for easy content creation, editing, updates
  • Drag and drop module placement for changing page layouts and designs (requires no coding)
  • SEO panel for optimizing search engine meta tags
  • Unlimited pages, graphics, content (no additional cost)

Site Design

Clarity's designers work with you and your team on your custom website design and development. This iterative process allows you to see and work with multiple designs from concepts to final mockups, allowing you to review with your team and provide feedback before any construction on the site begins.

  • Basic design of home page and an internal page, based on your design requirements
  • Light customization of header, footer, menu and color palette for professional presentation
  • $100 credit towards free graphics / graphic work to ensure great site imagery

Responsive Template

All of Clarity's websites are built on a mobile-responsive template to create the best website functionality on mobile devices. This facilitates an optimal user experience for your visitors, no matter what viewing resolution or device they're on. It also meets Google's mobile experience requirements to help your site rank higher during keyword searches.

  • Mobile responsive web site for optimized mobile experience
  • Helps Google rankings by being mobile friendly
  • Many sites see more than 50% of their customers use mobile devices for access

Mobile Menu

Each site will need a mobile menu to increase website functionality for mobile phone use. This feature is often referred to as a "hamburger menu." This menu is auto displayed for smaller viewing resolutions (tablet, smartphone) and facilitates intuitive navigation with the limited real estate available.

  • Addition of mobile menu. Auto-switches for mobile devices
  • Ensures all mobile users can navigate your site properly
  • Separate mobile "hamburger" menu included for mobile navigation

Dev Environment

Clarity works with you to determine the optimal development platform for your project. Sometimes that may mean we remotely access your servers, but most of the time Clarity will create a development instance on our servers. This provides secure access to your team during the process. Once the project has passed our acceptance testing (UAT), Clarity will provide a launch plan to take your new high-end website into production. Finally, a plan for ongoing maintenance, testing, and updating will be put in place.

  • Secure IP blocked environment for development
  • IP exceptions for your team means that your IT professionals can monitor or participate throughout the entire project — no surprises
  • The environment can persist for future update pre-testing and development enhancements
  • We actively train and invite your team to participate so we can make updates an easy experience

Core eCommerce Business Features with Dynamics AX

Fixed Price | Incudes: eCommerce + Administrative Portal

Product Catalog

Clarity’s eCommerce business platform comes with a highly customizable product catalog, designed to be changed in order to help drive traffic, improve user experience, and adjust to your specific business and process needs. Whether you have products, services, exploded views, or custom configurators, Clarity's product catalog has you covered.

  • Product image galleries with zoom, default image, and alt tagging
  • Unlimited dependent and non-dependent categories (nesting) and product attributes
  • Pricing logic (pricing tables) normally synchronized with ERP, but can use Clarity’s pricing module for SMB if no ERP
  • Unlimited associated products lists — related or similar, up-sell, cross-sell, accessories
  • Tangible and digital downloadable products
  • Intuitive navigation with page breadcrumb links
  • Custom search engine — parts/model search, predictive autofill, search history, index product brochures, PDFs, and more
  • Product Attributes customizable out-of-the-box for brochures, warranty cards, embedded videos, and more

Cart(s)

Clarity's platform offers shopping carts (add/review products), a mini-cart (right sidebar that follows you through checkout), and a micro-cart (in the header, with sub-total and product count). The shopping cart also includes the checkout process that allows you to customize your checkout process, including adding handling fees, up-sell/cross-selling products, guest checkout, and much more.

  • Ability to edit and save carts
  • Auto-filled billing addresses for existing customers (may require CRM or ERP integration for account-based information)
  • Discounts and coupons. Create your own promo codes, start dates, expiration dates, shipping combinations, use limits (one per customer), etc
  • Guest checkout options
  • Persistent items in the cart with no checkout. Items are saved for your customers' next visit
  • Auto-fill shipping addresses from an address book
  • Multiple payment method support (credit card, PayPal, ACH, eCheck, invoice from PO, and more)

Shipping

Clarity has worked with and integrated with more than 50 shipping carriers. Besides the standard carriers (UPS, FedEx, USPS, and DHL), we've integrated with many LTL carriers. You can also customize the shipping process to facilitate custom handling (i.e., packaging to account for specific layers per palette, etc.) to improve the accuracy of your shipping estimates.

  • Shipping integration with UPS, FedEx, DHL, or USPS (optional upgrade to LTL trucking companies or carriers)
  • Real-time shipping costs calculations
  • Can offer free shipping at the order (i.e., orders over $50), or product level (no sales tax on consumables)
  • Tracking numbers recorded to orders in user dashboard

Taxes

Clarity has a built-in sales tax table that will calculate simple sales tax for each state. For more accurate sales tax calculations, address validation, and state sales tax submissions, Clarity is a certified Avalara Sales Tax partner and can integrate Avalara tax into your site.

  • Regional sales tax calculations from table
  • Real-time sales tax calculations (with Avalara Sales Tax Integration)
  • Tax-free accounts (may require EIN or ERP for account tax status)
  • Calculated in real-time at checkout

Customer Portal / User Dashboard

While every Clarity eCommerce implementation is unique, one common feature is the user dashboard. This means that your users can log in and view all their past orders, invoices, quotes, favorites, and manage their address book and wallet. Clarity can also customize your dashboard to include user access management (i.e., procurement, invoicing/reporting, ordering, etc.), as well as custom CRO options (upselling close-out items, for example).

  • Date range control for order history and status
  • Single-click re-ordering of individual items from past orders
  • Date range control for viewing and/or paying Invoices
  • Personal/organization address book for multiple shipping locations
  • Personal/organization wallet (securely store and manage credit cards with PCI DSS-compliant options)

Product Management

Dynamics AX integration with Clarity provides a wide variety of product management capabilities to match your company's needs. This includes multiple product import/creation capabilities, unlimited categorization and product attributes, custom SEO meta tags to improve your search rankings, custom pricing tables for multi-tiered pricing, product kits/bundling, multiple variations, and much more.

  • Product import wizard
  • Unlimited products, customizable attributes, multi-category assignments
  • SEO configuration per product page
  • Product kits (bundles), product variants with price uplifting (XXL costs $5 more, etc.)
  • Activate, de-activate, stage, and delete products

Account Management

For clients interested in ERP and CRM integration, Clarity integrates your eCommerce implementation with your back-office to help automate and improve account management. For SMB or smaller companies with no back-office system, Clarity has built-in modules to provide basic account management, accounts payable and receivable, sales reports, and pricing tables to handle your different account types.

  • Full account management with ERP and CRM integration
  • Basic accounts/contacts/sales orders/etc. without ERP/CRM integration
  • Accounts receivable, sales orders, account status, sales tracking, and much more
  • Users and role assignment for procurement/orders or paying invoices

Inventory Management

Most inventory management is automated with Microsoft Dynamics AX integration to your ERP. However, if your eCommerce business doesn't have an ERP, or doesn't maintain inventory stock in your ERP, Clarity eCommerce has a built-in inventory stock count capability. This feature allows you to specify individual warehouses and inventory counts for each product; inventory numbers are automatically reduced with each sale.

  • Inventory module to manage stock quantities if there is no ERP and CRM integration
  • Out-of-stock and automatic in-stock notifications
  • Built-in perpetual inventory tracking per warehouse
  • *Custom inventory tracking for kit components required for bundling

SEO

Your product catalog can be turned into an SEO goldmine. Imagine every product page optimized so that users searching for a product or service could be driven directly to your product or service page. With Clarity eCommerce, you can realize this opportunity. We've included full SEO customization and optimization for every product in the catalog, with the ability to auto-build your XML files for webmaster tools.

  • Products Sitemap XML auto-generator
  • Category Sitemap XML auto-generator
  • Configure or import SEO title, meta description, meta keywords per product
  • Configure SEO-friendly category URLs and landing pages

No Limits or Hidden Fees

Many eCommerce platforms have a base price, manual maintenance, per-transaction fees, and more. Not Clarity. You pay a one-time fee for the modules your implementation will use, then a pro-rated license fee when you decide you want to upgrade to a newer version. Your license allows unlimited SKUs, unlimited categories/sub-categories, unlimited product attributes, unlimited transactions, and so on.

  • No limits on coupons redeemed, number of users/accounts/products, etc
  • Unlimited number of categories, sub-categories, and product attributes
  • No per-transaction fees, monthly usage fees, etc

Development APIs

Clarity's platform uses only the latest and best technologies. This includes Angular.js, C#, SQL, and many more. Clarity uses Service Stack to expose more than 1,000 endpoints for not only our developers but yours as well. It allows our clients to highly customize the implementation, matching needs that arise as their business grows and changes.

  • Service Stack means support for JSV, CSV, XML, SOAP, JSON languages
  • Over 1,000 endpoints exposed means full access to the system
  • Integrated documentation — XSDs, WSDLs included with API

Hosting

Monthly Fee | Can be self-hosted, 3rd party or through Clarity™

Development Environment

When you sign up for hosting, it usually means that your site will be one of 80 to 200 sites on that server. Clarity provides hosting options where we limit the number of sites per server to between 10 and 20; this ensures better performance. We also pre-cache high-traffic pages of your site, as well as ping your site every five minutes. If the site doesn't respond, it pages us 24/7, so by the time you know there's a problem, we're either already on it...or already have it fixed.

  • Secure IP blocked environment for development
  • IP exceptions for your IT team means that your team can monitor or participate throughout the entire project — no surprises
  • At the end of the project, we hand over the keys and your team can take over with very little effort (i.e., we have trained them to handle ongoing maintenance and edits if desired)
  • The environment can persist for future update pre-testing and development enhancements

Hardware Requirements

Clarity's eCommerce and Dynamics AX integrations platforms run on a standard Windows Server 2012 R2 and newer, running MSSQL 2008 and newer (can use SQL Express), IIS 8.5, .NET 4.6 framework, which is available at any hosting facility. The two platforms can also run independently for scenarios where the eCommerce site is in the Cloud, but Clarity Connect needs to be in the client DMZ.

  • Industry standards mean you can select almost any hosting provider
  • Windows Server 2012, IIS, SQL Server, .NET Framework
  • Based on traffic, site content, security needs, can specify hard drive space, load balancing, cloud-config, backups, disaster recovery, etc
  • Shared or dedicated hosting plans

Implementation

As above, Clarity eCommerce and Clarity Connect can be on the same server in the Cloud (a hosted Dynamics AX ERP), on-premises, or installed separately for custom installations. It's also built and tested for Microsoft Azure implementations. The architecture allows it to be hosted on your company's network if needed. This provides flexibility for custom integration or security requirements (i.e., international, banking, etc.).

  • Persistent Development Environment (future update testing)
  • After-hours production rollouts
  • Optional monitoring and 24-hour paging
  • Based on your needs — development through staging through production

Security

Over the course of launching 1,300+ web properties, Clarity has worked with hundreds of hosting providers. Clarity works with each client's project requirements and budget to recommend options for hosting. Clarity also has their own dedicated servers that they've purchased at their favorite hosting providers, giving them better access to provide better support for those clients wanting active monitoring.

  • State-of-the-art, card access-controlled, secure data centers
  • On-site 24/7/365 technical support and security personnel
  • Redundant cooling, clean power, air filtration, backup generators, Tier 1 bandwidth providers
  • SSAE-16/SAS70/ISO Certifications

Project Services

Fixed Price | Includes: Basic Discovery, Core Implementation, and Core Project Management & QA

Strategy Consultation

Every Clarity project begins with a web strategy session where we define each site's marketing and sales goals, visitor personas, and overall goals for your project. We also discuss the many analytics tools that are available to you to ensure that we can define what success is, what metrics we want to capture to monitor it. Finally, notes from this meeting are provided to both teams so that any resource that joins the project can review the document and be "up-to-speed" on what the key goals of the project are.

  • Visitor/persona definitions — review content for accuracy
  • Sales and Marketing goals and calls-to-action defined
  • Site metrics, success definitions
  • Conversions, SEO strategy discussed

Project Managemnet

Each eCommerce, mobile, or integration Dynamics AX integration is assigned a dedicated Project Manager. This person will be responsible for your project's communication and coordination. They will allocate and monitor all resource and hourly usage reporting. They will also host your sprint reviews as well as provide ongoing project status reports.

  • Dedicated Project Manager
  • Online project management portal
  • Bi-weekly sprint reviews
  • Monthly project status reports
  • Live access to the development site

Technical Discovery

Technical resources will be putting together the project's technical specifications, infrastructure design, hosting options, and more. (This happens simultaneously to the wireframing and design phase.) We have an architect drawing up the blueprints (design) and the construction manager putting together the construction manual (functional spec). We will not start construction until we have an approved design, detailed technical specs, approved/adjusted budget, and a detailed Gantt chart for your Dynamics integration.

  • Multi-track discovery and design process
  • Technical research into hosting, security, integration(s), shipping, taxes, business logic, and workflow, etc. Output is a functional design specification
  • Designer works with the team, style guide, ideas, and inspirational elements. Output may produce wireframes, prototype, and design mockups
  • Project Manager reviews all estimates based on completed designs and specifications. Output includes an updated proposal, Gantt chart, and workback schedule

SEO Consultation

As a full-service firm, Clarity is SEO (search engine optimization)-certified and can help ensure that it can be optimized to drive traffic to your high-end website. SEO is coupled with an equal effort in CRO (conversion rate optimization), and Clarity can help to design and address the necessary elements to improve site conversions

  • 301 Re-directs to protect existing SEO rankings
  • Clarity is SEO-certified to help consult on both past performance and future strategies
  • Clarity partners receive free SEO consultation to discuss auditing, planning, strategies, and execution
  • Website micro-audits for ongoings site health and performance
  • We are happy to either help with auditing, planning, executing, or training your team to do the work yourselves

Team Training

As your Clarity partner, we treat the project build time as "driver's ed." We want your team to be trained and familiar with the site once it launches, able to handle daily updates and maintenance. Clarity can, if needed, handle all ongoing maintenance and updates, but we want that to be your decision. If at any time your team needs additional training, Clarity is happy to step up and facilitate that.

  • CMS training is included in every project. We enable your team to maintain your site going forward no matter whether you’re getting a DNN integration or some other CMS platform
  • Training sessions are done by screen-sharing and can be recorded and provided to your team as training videos for either review or getting new employees up to speed with your site
  • *Optional developer training for programming with our API
  • *Optional DBA training for SQL report building. Dev Express report builder license included with any purchased eCommerce license

Maintenance / Support Plans

Once your Microsoft Dynamics AX integration project is "in production," ongoing maintenance is done at your agreement's hourly rate. The agreement provides you with a relationship with Clarity where we continue to provide you free estimates and consulting, only billing for actual hours worked as you request. Clarity does have an available SLA (Service Level Agreement) where you can pay for guaranteed response times for site issues when critical issues arise.

  • No ongoing "use it or lose it" fees
  • 12-months maintenance locked in at project rates
  • Only pay for work performed
  • *Optional SLA available for guaranteed response times
  • *Optional upgrade, security, performance plans

Bench / Fractional

As a full-service firm, Clarity has resources for everything you may need for your project. This includes designers, SEO and marketing consultants, front-end developers, project managers, back-end developers, integration specialists, and testing (QA) engineers. As an extension of your team, you're allowed to "hire" or use only those resources that you need no matter whether you need technical or marketing help.

  • SEO/CRO consulting
  • Wireframes, prototypes, design mockups
  • Front-end web and mobile app developers
  • Back-end, custom coding developers
  • Line of Business application integration specialists

Discover More About Dynamics AX

As you can see, even the most basic Microsoft Dynamics eCommerce options can consolidate work and build your business. What does Dynamics AX retail for, and what does Clarity charge?

Request a Quote Today

Optional Features

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Line of Business Application Integrations (ERP, CRM, EHR/EMR)

Variable | Modules available for fixed cost + services for customization

Features

Clarity has performed hundreds of Microsoft Dynamics CRM integrations in addition to the thousands of other application mergers we have launched. Even if we've connected applications before — Dynamics AX integrations, Sage 100 eCommerce integrations, Sitecore integrations — each project for a new client is unique. This is because we offer our help improving your site's business processes as it relates to the custom eCommerce solutions we offer. Our goal is to help automate and improve business processes with Portals and help increase business growth.

  • Real-time and/or batch, secure communication with LOB applications
  • Automate custom business processes
  • Sync to improve data quality - no more manual entry in multiple locations, causing typos, duplicates, and dirty data
  • Improve UX to drive and close business

ERPs

ERP's (Enterprise Resource Planning) applications are used when a company (often a manufacturer) manages and integrates the important parts of its business. An ERP system integrates planning, purchasing, inventory, sales, marketing, finance, and human resources. Facilitating real-time integration of your website (B2B, B2C, C2C eCommerce, Portal, mobile app, etc.), allows users to become a part of your business system. This can be from real-time inventory stock counts, automated in-stock notifications, automated sales quotes and orders, and much more.

  • Automate perpetual inventory
  • Sync product metadata
  • Pull customer type and pricing class data
  • Pull account status updates (is client account on hold?)
  • Process order fulfillment, sales order processing, and more

CRMs

CRM's (Customer relationship management) applications are used by companies to capture leads and track them through the sales cycle. This includes all activities related to leads, opportunities, contacts, and accounts. The thing that is normally missing from a CRM is actual client activity data without errors introduced. Microsoft Dynamics CRM integrations allow the system itself to record all client activity (visits, product views, forms, downloads, orders, new user sign-ups, etc.) and add it as activity records automatically in the CRM. This removes human errors and provides improved sales insight for your company.

  • DNN CRM and other platforms can be used as the eCommerce authentication
  • Sync account and contact data
  • New purchasers can create new account/contact records in CRM
  • CRM contact/account info can auto-populate shipping/billing addresses
  • Contact behavior can be pushed to Dynamics AX online as activities for sales reps

EHR / EMR

EHR or EMR's (Electronic Health Records / Electronic Medical Records) are applications used by medical staff to document the health, diagnosis, and treatment of patients. The EMR is usually only used within an organization (such as a hospital), whereas the EHR is meant to be used by all clinicians involved in a patient's care, no matter the organization (primary doctor, surgeon, lab, specialist, etc.). Clarity has built hundreds of HIPAA compliant websites and HIPAA compliant apps that seamlessly upload data to a patient's record (such as daily glucose readings, side effects, etc.). Microsoft Dynamics AX ERP and EHR portals can help improve each patients’ treatment.

  • Securely sync patient care, past health, and online billing (patient portal security)
  • Share patient health information between providers
  • Integrated push/email notifications based on lab results
  • Decrease medical coding errors
  • Create self-help patient policies, procedures, and care instructions

Supply Chain

A supply chain is a system of organizations, people, activities, information, and resources involved in moving a product or service from supplier to customer. Microsoft Dynamics eCommerce supply chain applications can facilitate automated inventory management, drop-shipping, and much more. Because there can be many organizations involved in your supply chain, integration can be difficult and sometimes expensive. Clarity Connect supports many connection types (i.e., EDI, XML, API, DB, etc.), so we can facilitate integrating your entire supply chain with Dynamics AX online.

  • Improve ability to respond to external events quicker
  • Streamline your inventory management (decrease inventory requirements)
  • Reduce costs, drive margins with tighter supply chain management
  • Increased efficiency/predictability with more real-time visibility into your suppliers
  • Eliminate mistakes in orders, confirmations, and invoices with automation

Databases

Most companies have multiple back-office applications (i.e., CRM, ERP, Finance, HR, etc.), which many times are installed on-premises behind their own firewall. When their eCommerce or Portal is installed in the Cloud, this poses a unique set of communication and security challenges for data collection. Clarity will often create a caching database (mini-data warehouse) that can be used to collect and cleanse the data from all the line of business applications.

  • Enrich your data with multiple sources
  • Lower dirty data by automated data entry/population
  • Provides better reporting since all collected data is in your format (database)
  • Cleanse, secure, and provide access to your data more easily

International

Variable | Modules available for fixed cost + services for customization

International Shipping

International shipping brings a myriad of responsibilities and overheads, many of which typically reduce margins and increase lead times significantly. With the appropriate eCommerce platform and integrations with shipping partners, these overheads can provide you with a strong advantage against competitors in the same space. Clarity eCommerce delivers a fully customizable solution for the following key areas related to international shipping.

  • International customs documentation
  • Commercial invoices and Bill of Lading
  • Picking and packing lists and forms
  • Restricted International Product (RIP) management

Customs / Duties / Taxes

Customs and Duties require significant effort to get right —- specifically because the landscape of international shipping requirements is constantly changing. Due to the dynamic nature of international customs and duties, Clarity eCommerce business solutions leverage 3rd party integrations that facilitate the latest international shipping forms, documentation, and resources available.

  • Shipper’s export declarations and forms
  • Commercial invoices and Bill of Lading
  • Export packing lists
  • Delivery Duties Paid (DDP) and Delivery Duties Unpaid (DDU) Capable

Multi-Lingual Support

Multi-lingual eCommerce is a key requirement for any international commerce platform that needs to saturate global markets. The multi-lingual architecture of the Clarity eCommerce Portal enables clients to take advantage of fully customizable language needs (with many common defaults) and highly customizable content localization options that can be facilitated by Microsoft Dynamics AX integration. Below are some of the key facets of the multi-lingual commerce platform Clarity offers.

  • Fully customizable labels, system screens, etc.
  • Default languages to speed delivery
  • Robust management screens to enable 3rd party translation groups
  • Easy to use language selector with different styling and designs
  • Right to left friendly design
  • Advanced integration capabilities with Google Translate

Multi-Currency Payments

Multi-currency eCommerce is a key component of enabling a low-friction interaction throughout international eCommerce transactions. Customers from all over the world will each have different "default" currencies, and as a result, the most competitive international eCommerce platforms offer these default currencies to their customers. The Clarity eCommerce platform enables robust delivery of multi-currency eCommerce capabilities including, but not limited to, the below items.

  • Currency conversion and periodic rate polling or real-time polling
  • Detailed logging of sold currency and converted currency
  • Robust capabilities for integrating language and currency selection options
  • Advanced multi-currency payment provider partnerships, reducing risk for transactions
  • Capabilities for escrow and pay-upon-delivery type of options for customers

Multi-Store / Omnichannel

Variable | Modules available for fixed cost + services for customization

Filtered Catalog

An eCommerce product catalog system enables multi-store and channel-specific filtering. This can be location-, channel-, brand-, division-, or site-domain-specific (and more). Due to the highly customizable nature of the platform, it can effectively deliver a filtering capability based on any data within the system.

  • Advanced filtering with multi-filtering and infinite category/sub-category capability
  • Show/hide categories based on store, domain, brand, etc.
  • Responsive user interface based on device/channel
  • Specific pricing, availability, inventory locator, etc.

Customer-Branded Portals

eCommerce Portals enable a very robust branding capability with each Portal/site. This allows clients to give access to their customers to self-brand (the C2C eCommerce business model) or for clients to use their administrative dashboard to customize each of their customer's sites (logo, colors, styles, product availability, pricing, etc.).

  • Robust customization per customer
  • Customer-specific dashboard to enable logo, branding, content, product customization
  • Customer-specific pricing, inventory management, etc.
  • Allow customers to set roles within their organization for access to various levels of accessibility within their organization (i.e., view only, finance, purchasing, executive, etc.)

Distributor Stores

Distributor stores typically need the ability to alter the specific content, product data, and branding to enable their specific presentation to display as expected.

  • Distributor-unique store content customization
  • Capability to upload products specific to the distributor
  • Branding and design customization per distributor
  • Inventory, pricing, and display rules that are distributor specific

Store within a Store

Marketplace, or store-within-a-store (multi-store), allows users to create buyer or seller accounts. The seller accounts can upload products and present them for sale within their own customizable store. This C2C business model enables aggregate searching across all sellers' offerings.

  • The C2C business model created with Dynamics AX integration offers robust marketplace capabilities with an approval process for new content
  • Advanced filtering and store-within-a-store drill-down
  • C2C commerce allow buyer and seller contact and chat, review order details and escrow-return processes
  • Seller can specify different payment, shipping, and other options

Franchises

Franchises often want to pull in content from their corporate marketing team while still catering the content they show on their site to a specific franchise. Clarity eCommerce allows franchises to pull content from their parent organization while enabling franchise-specific overrides and tokenization. The platform also enables franchises to "subscribe" to receive updates from the corporate or divisional regions for marketing and product data.

  • Content management to enable subscription (auto-approve, manual, reject) from the parent organization
  • Advanced tokenization and override capabilities to enable specific fine-tuning of content by franchise
  • Franchises can "subscribe" to products and product categories to show, as well as override pricing and inventory levels
  • Franchises can specify different payment, shipping, taxes, branding, and other options

Design (UI / UX)

Variable | Modules available for fixed cost + services for customization

Logo / Branding Design

Clarity's branding, design, and logo capabilities allow our clients to engage not just for a technology solution but also a full branding solution. This works hand-in-hand with your high-end website design that occurs at the same time as the Dynamics AX integration.

  • Overall branding and design discovery
  • Full branding, style guide, and corporate branding guidelines
  • Logo discovery and design
  • Logo usage and guidelines

Full Custom Site Design

Clarity's full custom website design and development allows your team to explore different site design options with our seasoned professionals. With your team's feedback, we’ll provide complex web design that delivers your company's vision to customers.

  • Experienced design professionals create high-end websites
  • Complete site customizability
  • Detailed design and discovery process
  • We distill our decades of experience into your project

Custom UX Wireframing

Clarity's team of design and user experience experts pour over and study user experience (UX) and user interface (UI) best practices. We're constantly working on improvements that will reduce friction and enable users to act. As a result, we bring these skills into each wireframing and UI/UX process we engage in.

  • Immersive, friction-reducing user experience
  • Deep industry knowledge to deliver best practices while crafting your vision
  • Advanced wireframing tools to help the discovery process flow seamlessly
  • Customizable UI wireframes for standard screens to streamline the process for core screens

Content Styling

Content styling is critical to enable improved CRO (conversion rate optimization). As a result, Clarity will bring team members to bear on your project to help train your team or directly executing content styling work. This ensures the site content is compelling and results in action from site visitors.

  • Conversion rate optimization reviews and recommendations
  • Content styling training or direct work available from Clarity
  • Advanced version control and templating to allow reuse of content and recovery from typical scenarios
  • Action-oriented content — leverage calls to action that match your prospective clients’ interests

Wizards / Product Selectors

Wizards/product selectors are a vital component for clients who offer products that aren't commonly known, are challenging to find using traditional means, or simply don't make sense to some or all site visitors. Clarity has delivered dozens of wizard/product selector components and will bring those solutions and experiences to bear.

  • Category, sub-category, product, variant, etc. drill down
  • Step by step questionnaire to drill into detail
  • Progress indicator and highly customizable design to show different levels of detail
  • The result can show a category, product, catalog display with results or other options

Project Prototyping

Clarity's design and development team will typically recommend a project prototype of some form for any medium-large-sized project that involves unique or complex functionality. If this is the case, the prototyping allows your team members to review and visit a "mock" version of the site that doesn't have advanced business logic nor live data but that does represent a very similar experience as what site users would find.

  • Advanced design to show prototyped scenarios
  • Clickable interface to allow your team to simulate visiting the site and interacting with it
  • Helps eliminate "bad ideas" before they get out of the design and into development
  • Helps reduce timeline and budget most of the time

Marketing (SEO / CRO)

Variable | Modules available for fixed cost + services for customization

SEO Consulting

The importance of SEO cannot be overstated. Clarity's team of experts has delivered on hundreds of client projects with organic search engine optimization (SEO) as a major focus. As a result, our team is constantly improving our skillset and brings that to bear on your project — eCommerce or otherwise. There are many detailed facets of SEO that include on-page optimization (meta information, indexing, sitemaps, robots.txt, internal linking, etc.), off-page optimization (link building, link monitoring, competitor reviews, keyword rank-tracking, etc.), and analytics and reporting.

  • WYSIWYG editor for easy content creation, editing, updates
  • White hat SEO experts help create SEO that works regardless of search engine algorithm changes
  • SEO panel for optimizing search engine meta tags
  • Unlimited pages, graphics, content (no additional cost)

CRO Consulting

Conversion rate optimization is a key strategy focus to ensure that visitor's friction to acting is as minimal as possible. There are considerable studies and resources available that our team continuously reviews and keeps up to date with to help make precise recommendations and improvements. We then help provide tracking and analytics that will monitor for the conversion rate optimizations that yield the best results and continue to orient toward those.

  • Experienced conversion experts
  • Recommendations based on industry research and best practices
  • Detailed A/B and multi-variate testing platform to ensure it’s oriented toward optimal long-term configuration
  • Streamline flow from visit to results

Marketing Consulting

Clarity's marketing team provides services and support for many clients who range in need from minor recommendations to more hands-on consultation. No matter where your company's needs may lie, we are happy to bring our decades of digital marketing experience to bear.

  • Decades of digital marketing experience
  • Search Engine Marketing (Pay per click, banner advertising, mobile marketing, social media marketing, etc.)
  • Email marketing, re-targeting, exit intent marketing, etc.
  • Robust reporting and analytics to help enable marketing decisions and objectives (target vs. actual with recommendations to ensure moving toward objectives)

BI (Business Intelligence) Reporting

Variable | Modules available for fixed cost + services for customization

Business Intelligence

Clarity's business intelligence platform enables robust dashboards and specific, role-based access and reporting. Specifically, the platform has advanced counters that can be turned on for any/all business processes as well as very granular site visitor tracking (for example, did a visitor view a product detail page but not add an item to the cart, etc.). This level of detail lets Clarity's team leverage the data obtained to offer enhanced results and interactions that leverage personalization and, in some cases, machine learning.

  • Robust role-based dashboards
  • Extremely powerful tracking and counter system to monitor specific business workflows and trigger action based on those
  • Robust user-level tracking to determine goal pipelines, provide personalization as well as enable global "intelligence" in the site
  • Ability to enable internal triggers based on thresholds to notify of low-inventory, low conversion, show higher-margin products more often, etc.

Reporting

Clarity's reporting platform enables off-the-shelf standard reports as well as the ability to clone those reports and create or modify them. The reporting platform has a role-based access capability to restrict access to the report builder. Those with access can create reports by joining logical entities, applying filters and logic, and creating auto-generated reports that get emailed to a distribution list available on demand from the dashboard. The reporting tools will also export to standard formats, including but not limited to Excel, CSV, PDF, Word, etc.

  • Advanced reporting engine with report builder
  • Auto-email distribution list at periodic intervals (hourly, daily, weekly, monthly, etc.)
  • Export formats include Excel, CSV, PDF, Word, etc.
  • Robust role-based security capability

Learn More About Our Custom Features

Clarity can build you exactly what you need from the features above and provide you the support you want.

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So, What Does It Look Like?

Microsoft Dynamics AX components, modules, and structure

Clarity Connect™ was built to speak to all the APIs that a seamless integration requires. This translates the information for use on your front-end website, Portal, or eCommerce store or marketplace. These APIs allow the integration to be scalable and secure. Clarity Connect’s architecture provides a robust platform that allows your front-end web property to be connected to your line-of-business applications. This allows you to automate and improve data sharing as well as automated business processes.

The architecture is a queue-based model that can cache data for validation or translation when being transferred between the applications. The robust API speaks many languages, so integrations with databases, supply chains, databases, web services, APIs, and more are all out-of-the-box, supported connection types.

For each new application that is connected to, a connector is created. This connector provides the mapping schema for the application, the connection type that is needed (i.e., REST, SOAP, JSON, XML, etc.), and any translate-transform code needed. This means that someone could purchase a product from an online store — like a prescription that must adhere to HIPAA compliance guidelines — that could be automatically converted to HL7v2 and inserted into the patient record in their doctor’s Portal for approval.

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    Storefronts &
    Marketplaces
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    Mobile
    Apps
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    Portals &
    Communities
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    Custom
    Applications
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    Custom
    Connector
Storefronts & Marketplaces
Sub Applications
Services (API)
Business Logic
Providers (Modules)
Models & Mapping
Interfaces
Data Access
  • Oracle
  • My SQL
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  • MS SQL
  • Azure

Schedule a Free Demo with an Expert

Clarity offers Microsoft Dynamics AX eCommerce integration that can work seamlessly with your existing applications, whether they’re on your on-site servers or in the Cloud. How do we do it?

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What's in our core?

Components, modules, structure, and all the fun tech that plays together

  • Caching
  • Encryption
  • Registry Loading
  • Utilities
  • Files
  • Paging
  • Sorting
  • Filtering
  • Grouping
  • Tagging
  • Searching
  • Name Value Pairing
  • Serializable
  • Type
  • Status
  • State

Plus Much More!

Get a first hand look by scheduling a private demo

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Using The Data

The Data Access layer enable an ODBC compatible database storage capability. MS SQL is the default database type supported with the platform, however, the Data Access layer architecture enables it to support MySQL, Oracle, Azure, NoSQL for specific use cases, and more...

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Providers

The Provider (Modules) layer enables robust customization of the core business logic layers without directly modifying the platform's code. It includes:

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Shipping

We’ve partnered with the most trusted names in shipping & logistics

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Payment Providers

Confidently run your online business knowing that payments are secure

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Taxes

Our integrated tax partner has done all the hard work so you can start selling faster

  • Pricing
  • Files
  • Memberships
  • Sites & More

Integration Videos

It’s time to stop wasting your resources on the “one size fits all” approach and invest in a platform that will support your current and future business needs properly. The Clarity integration platform is designed to connect any line-of-business application, database, file, EDI feed, API, and more with your web portal. It allows full customization of integrations, allowing you to automate and improve many of your business processes, improve data integrity, improve customer satisfaction, order accuracy, custom quoting, invoicing and term payments, multi-tiered pricing...the list goes on.

Clarity Connect™ Integration

Sage X3™ Integration

This short video will walk you through a Sage X3 API integration. This integration happens to be to our Clarity eCommerce platform, but it could be any other web portal (WooCommerce, BigCommerce, Magento, Sitecore, HIPAA-portal, or any other line-of-business application (Sage X3 <—> CRM, EDI, etc.).

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Clarity Connect™ Integration

CRM-ERP Integration

This short video is an overview of the Clarity Connect platform and covers both the platform and core concepts around using Connect to integrate multiple line-of-business applications, such as your CRM and ERP.

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Clarity Connect™ Integration

Integration Models

This short video discusses the four basic types of integrations, from a traditional ETL (Extract, Translate-Transform from Datasource 1, Load to Datasource 2) model, to Direct API (API to API) model, Hub & Spoke (LOB <--> Central Hub <--> LOB) model and Service Bus (Queue <--> LOB, LOB, LOB, LOB) model.

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Clarity Connect™ Integration

Microsoft Dynamics GP™

This short video will walk you through a pre-production implementation of a custom B2B Clarity eCommerce site and Dynamics GP ERP. The video shows both sides of the integration, demoing how multi-tiered pricing works automatically with a Clarity Connect integration between the applications.

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Want to Learn More?

Clarity is here to offer you the best custom eCommerce solutions available, making it as easy as possible without disrupting your workflow.

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Resources, Documentation, and Help Guides

How does your ecommerce platform promote business? The same way a website can, through SEO, CRO, real-time intelligent marketing and more. Clarity, building SEO functionality into our ecommerce platform, adds SEO friendly URLs and page titles, and much more all providing rich SEO content to be found by the search engines.

Case Studies and References

Why pay for an online store full of features that you don’t need? With CEF™ you start with standard store elements and add features and customizations as your business sees fit. Our modular architecture and APIs for both CEF™ and Connect™ allows the platform to grow and enhance your business, instead of blocking it.

Case Study

The Newton Group

The Newton Group is one of the industry’s largest purchasing alliances, leveraging the buying power of over 2,500 eye care professionals with over 200 ophthalmic suppliers. Each day, this eCommerce platform ships tens of thousands of contact lenses and glasses to members nationwide. It also and provides a full range of services and tools to help their partners’ practices thrive. Historically, Newton’s business was that of many phone and email orders each week, as well as a sales portal. This worked for several years until volume exploded, translating to thousands of orders each week. Newton needed a way to streamline their ordering process and design a better ordering portal. That’s why Newton became a Clarity partner and hired us to build a custom eCommerce portal that could improve their online ordering process and provide the necessary reports to serve their clients. The ordering portal supplies custom orders for more than one million SKUs and processes more than $200 million in orders each year.

Let Us Show You What We Can Do For You

Convinced Clarity’s custom eCommerce solutions are worth a look? We’re ready to show you exactly what we can do. Contact us today for a free quote and demo of our products.

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