Microsoft Dynamics 365 and ReturnGo
Integration Agency & Consultants
Returns management can become a serious operational drag without proper system control. Our AI-powered delivery, guided by experienced operators, connects ReturnGo to Microsoft Dynamics 365 properly. This ensures returned stock and refund credits are processed correctly, giving finance and warehouse teams a single, reliable point of reference for every return.
Consulting
We connect Microsoft Dynamics 365 and ReturnGo with your ERP and Returns processes, ensuring your systems work together efficiently. Our consulting services are invaluable, as our system audit uncovers integration gaps and inefficiencies between Microsoft Dynamics 365, ReturnGo, ERP, and Returns workflows. This enables our consultants and your team to take decisive action, helping your technology ecosystem run smoothly and efficiently. With our expertise, you can deliver a great customer experience and keep your operations optimised for growth.
Solution Design
Our consultants work with you to architect a future-proof ERP ecosystem, putting you in control of Microsoft Dynamics 365 and ReturnGo integrations. We design a blueprint that connects Returns, ERP, and your wider tech stack, ensuring Microsoft Dynamics 365 and ReturnGo work in harmony. Well-planned Returns and ERP integrations save your business time and energy, laying the groundwork for sustainable growth and operational clarity.
Connecting return workflows to ledger entries
Supercharge your tech stack by integrating Microsoft Dynamics 365 and ReturnGo with our ERP & Returns integration services. We deploy Microsoft Dynamics 365 and ReturnGo using best-in-class iPaaS technology, connecting ERP and Returns processes for rapid market entry. Experience agile, future-ready solutions that let you harness the full power of ReturnGo and Microsoft Dynamics 365, optimising both ERP and Returns management for a competitive edge.
iPaaS
Leveraging IPaaS with ISO 27001 and SOC 2 and above accreditations ensures secure, efficient integration between Microsoft Dynamics 365 and ReturnGo, supporting ERP and Returns processes. IPaaS simplifies connecting Microsoft Dynamics 365 with ReturnGo, automating Returns and ERP workflows while maintaining strict security standards. The platform’s compliance with ISO 27001 and SOC 2 and above is essential for safeguarding sensitive data throughout the integration.
Monitoring synchronisation health and financial gaps
Clear visibility and reporting are vital when integrating Microsoft Dynamics 365 with ReturnGo, as they ensure ERP data accuracy and efficient Returns management. Microsoft Dynamics 365 and ReturnGo integration requires transparent reporting to monitor ERP processes and Returns workflows, reducing errors and delays. Cogent2 delivers this through real-time dashboards, automated alerts, and detailed reporting, providing actionable insights and maintaining operational control throughout the integration of Microsoft Dynamics 365 and ReturnGo.
Training operations to manage data flows
Our training equips your team to confidently manage your tech stack, supporting your brand’s growth ambitions with Microsoft Dynamics 365 and ReturnGo. Gain practical skills in ERP and Returns management, ensuring your systems—Microsoft Dynamics 365 and ReturnGo—work together efficiently. This approach helps you optimise ERP processes and Returns workflows, driving operational excellence and supporting your business objectives.
Post-launch data governance and error management
Microsoft Dynamics 365 and ReturnGo support ensure your ERP and Returns processes run reliably, providing business continuity and peace of mind. With on-hand technical knowledge, you benefit from expert guidance for both Microsoft Dynamics 365 ERP and ReturnGo Returns management. This support means issues are resolved quickly, minimising disruption and keeping your operations running smoothly, so you can focus on growth while knowing your Returns and ERP systems are in safe hands.
Common failures
Mismatched product identifiers
Operational impact: If the SKUs in Microsoft Dynamics 365 and the ecommerce platform that ReturnGo reads from do not match exactly, automated return processing fails. This prevents the creation of Return Orders or Credit Notes in D365, forcing manual data entry from customer service and finance teams. At scale, this causes significant delays in processing returns, updating inventory records, and leads to inaccurate stock levels.
Prevention / Action: Define Dynamics 365 as the absolute source of truth for all item master data, including SKU formats. The integration logic must validate that a SKU on an inbound return request exists and is active in D365 before attempting to create the transaction. Implement monitoring and exception queues for any mismatches, with a clear operational process for the data team to correct SKU discrepancies at the source.
Failed credit note creation
Operational impact: When ReturnGo processes a refund, the corresponding Credit Note or journal entry can fail to post in Dynamics 365 due to missing financial dimension codes or mismatched tax settings. The finance team will see the refund in the payment gateway but find no matching transaction in the ERP, causing difficult reconciliation failures during month-end close. This requires manual investigation for every failed sync, undermining trust in the automated process.
Prevention / Action: Map all required fields for financial documents during integration design, particularly any mandatory D365 dimensions that must be populated from the customer or original sales order record. The integration should have robust error handling to catch API responses from D365 that indicate missing data. Failed transactions should be routed to an exception workflow for the finance team to resolve the underlying data mapping, rather than relying on automated retries.
Incorrect inventory updates for returned stock
Operational impact: A returned item is processed in ReturnGo and received at the warehouse, but the inventory update in Dynamics 365 fails because the specified warehouse does not match a valid D365 warehouse code. This causes a variance between physical stock counts and system inventory, making stock levels unreliable. This can lead to overselling if returned stock is incorrectly added back to the sellable inventory pool without proper inspection and processing in the ERP.
Prevention / Action: Strictly define and synchronise warehouse and location codes between Dynamics 365 and any connected front-end or logistics systems. The integration logic for processing returns must validate the destination warehouse location against D365 master data before posting an inventory receipt or adjustment. Automate alerts to the operations team for any returns sent to an unrecognised location, preventing backlogs of failed syncs.
Failed sales order creation for exchanges
Operational impact: When a customer requests an exchange, ReturnGo initiates a new, zero-value sales order that should sync to Dynamics 365 for fulfilment. These syncs often fail if D365 has strict validation rules around zero-value lines, item costs, or shipping charges. The new exchange order becomes stranded, the customer never receives their item, and the customer service team must manually create the order in D365, causing delays and a poor experience.
Prevention / Action: Ensure the integration's order creation logic is configured to handle all exchange scenarios, including zero-value sales orders. This may require specific configuration in the middleware to map order lines and shipping charges according to the ERP's validation rules. The process should ideally be sequenced so that the exchange sales order is only released for fulfilment after the original returned item has been successfully processed.
Frequently asked questions
Our SKUs in Dynamics 365 sometimes differ from Shopify. How does the integration handle this for returns?
The integration relies on matching the SKU from the returned item in ReturnGo to the corresponding item record in Microsoft Dynamics 365. If SKU formats are inconsistent between the two systems, the integration cannot identify the correct item to update stock levels or create the corresponding credit memo. This results in failed syncs and requires manual reconciliation to align product data.
How do exchanges processed in ReturnGo get fulfilled from our warehouse via Dynamics 365?
ReturnGo creates a new zero-value sales order in Shopify for the exchange, which is configured to trigger a new Sales Order in Microsoft Dynamics 365 for fulfilment. A common failure point occurs if shipping methods aren't set up correctly for $0 orders in Shopify. This stops the new Sales Order from reaching Dynamics 365, meaning the warehouse is never instructed to dispatch the exchange item.
We use Dynamics 365 Business Central. How does the integration handle credit memos for returns?
ReturnGo can trigger the creation of a credit memo directly in Dynamics 365 Business Central to reflect the refund. This sync often fails if the customer record's 'Prices Including VAT' setting in Business Central is not aligned with the original Shopify order's tax treatment. This requires the finance team to manually intervene to correct the record and re-process the credit memo.
What happens if our customer service team issues a manual refund in Shopify instead of using ReturnGo?
If a refund is processed directly in Shopify, the integration will typically not create the corresponding credit memo or return transaction in Microsoft Dynamics 365. This is because the workflow is triggered by actions inside ReturnGo, not by general refunds in Shopify. This leads to discrepancies between Shopify's financials and the Dynamics 365 ledger, complicating the month-end reconciliation process.
We use Dimensions in Business Central for reporting. How does the integration handle these for returns?
The integration can be configured to map data from a ReturnGo transaction to financial Dimensions in Dynamics 365 Business Central. However, a common failure occurs if certain Dimension Value Codes are mandatory in Business Central but are not populated during the sync from ReturnGo. This prevents the credit memo from being created, leaving gaps in financial reporting until an operator manually corrects the transaction.