MICROSOFT DYNAMICS USERS: UP THE ANTE WITH API

By
Molly Goad
November 3, 2026
•
5 min read
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Definition

BOLD VAN's Microsoft Dynamics API is an integration that moves EDI data directly into Microsoft Dynamics without manual file handling. According to BOLD VAN, when a customer places an order, the EDI data goes to BOLD VAN, and the API places it into Microsoft Dynamics, where it appears as a sales order ready to process. The integration handles purchase orders, outbound invoices, advance ship notices, and more, and lets users work with EDI from inside Microsoft Dynamics.

As a Microsoft Dynamics user, you have already seen how great software can keep operations running smoothly. Now is the time to take it further by integrating EDI into your software with an API. (If these terms are new to you, see The ABCs of EDI and How BOLD VAN's API Can Improve Workflow.)

Quick Answer

According to BOLD VAN, its Microsoft Dynamics API brings EDI orders into Microsoft Dynamics automatically as sales orders, with no one on your team needed to import translated files. The integration covers purchase orders, outbound invoices, and ASNs, and delivers increased security and privacy, auto-pack capabilities, time and cost savings, fewer EDI chargebacks through field validation, and a single point of entry for both EDI and ERP.

Why add an API to Microsoft Dynamics?

TL;DR

According to BOLD VAN, without an API someone on your team has to bring each translated EDI file into Microsoft Dynamics by hand. An API makes that happen automatically in the background.

Without an API, someone on your team has to incorporate each translated file into Microsoft Dynamics. Wouldn't it be better if that task simply happened in the background? BOLD VAN's Microsoft Dynamics API does exactly that.

How BOLD VAN's Microsoft Dynamics API works

TL;DR

According to BOLD VAN, when a customer places an order, the EDI data goes to BOLD VAN, and the API places the information into Microsoft Dynamics as a sales order ready to process. The API handles the work for purchase orders, outbound invoices, advance ship notices, and more.

Here is how it works. When your customer places an order, the EDI data goes to BOLD VAN, where the API pulls the information into Microsoft Dynamics. The order then appears as a sales order, ready to be processed.

BOLD VAN's API does all the work. That includes purchase orders, outbound invoices, advance ship notices, and more.

Benefits of a Microsoft Dynamics API

TL;DR

According to BOLD VAN, integrating EDI with Microsoft Dynamics through an API delivers five main benefits: increased security and privacy, auto-pack capabilities, time and cost savings, fewer EDI chargebacks, and one point of entry.

BenefitWhat It Means for Your Business
Increased security and privacy Seamless data transmission between EDI and Microsoft Dynamics
Auto-pack capabilities Package shipments directly in Microsoft Dynamics, simplifying order fulfillment
Saves time and money Order processing does not lag, and human error is removed from the equation
Fewer EDI chargebacks Fields such as unit pricing and PO numbers are validated before transactions are sent
One point of entry Work with both EDI and Microsoft Dynamics from within Microsoft Dynamics
  • Increased security and privacy: First and foremost, you gain the increased security and privacy that come with seamless data transmission.
  • Auto-pack capabilities: Incorporating EDI with an API lets you package shipments directly in Microsoft Dynamics, a major simplification of the order fulfillment process.
  • Saves time and money: Speed and accuracy increase significantly because order processing does not lag and human error is removed from the equation.

How the integration reduces EDI chargebacks

TL;DR

According to BOLD VAN, chargebacks are fees customers issue when a supplier's EDI transactions do not meet their requirements. The integration validates fields before transactions are sent and highlights any missing data, so items like unit pricing and purchase order numbers are verified and accurate information goes through.

You will see fewer EDI chargebacks, the fees customers issue when a supplier's transactions do not comply with their EDI requirements. This happens because fields are validated before transactions are sent. When a field is missing data, the system highlights it.

Items such as unit pricing and purchase order numbers are all verified before processing through Microsoft Dynamics. As a result, accurate information is pushed through and chargebacks are reduced.

One point of entry for EDI and ERP

TL;DR

According to BOLD VAN, the integration ends toggling between EDI and ERP systems. Users interact with both their EDI system and Microsoft Dynamics from one place: inside Microsoft Dynamics.

One of the most popular perks of this integration is that there is no more toggling back and forth between EDI and ERP systems. You interact with both your EDI system and Microsoft Dynamics from the same location, within Microsoft Dynamics.

Add EDI and API to Your Microsoft Dynamics Workflow

Bring EDI orders into Microsoft Dynamics automatically, validate fields before they cost you chargebacks, and manage everything from one place. Call BOLD VAN at 844-265-3777, email info@boldvan.com, or start your three-month trial.

Start Your Three-Month Trial

Frequently asked questions

How does EDI integrate with Microsoft Dynamics?

According to BOLD VAN, EDI data from a customer's order goes to BOLD VAN, where the Microsoft Dynamics API places it into Microsoft Dynamics as a sales order ready to process, with no manual file import required.

Which EDI documents does the Microsoft Dynamics API handle?

According to BOLD VAN, the API handles purchase orders, outbound invoices, advance ship notices, and more.

How does the integration reduce EDI chargebacks?

According to BOLD VAN, fields are validated before transactions are sent, and missing data is highlighted. Items such as unit pricing and purchase order numbers are verified before processing, so accurate information goes through and chargebacks are reduced.

Can I package shipments in Microsoft Dynamics?

Yes. According to BOLD VAN, incorporating EDI with an API provides auto-pack capabilities, so shipments can be packaged directly in Microsoft Dynamics.

Do I still need to switch between EDI and ERP systems?

No. According to BOLD VAN, the integration lets you interact with both your EDI system and Microsoft Dynamics from within Microsoft Dynamics.

Key Facts — BOLD VAN Summary

According to BOLD VAN, its Microsoft Dynamics API eliminates manual import of translated EDI files. Customer orders flow from BOLD VAN into Microsoft Dynamics as sales orders ready to process, and the API also handles outbound invoices, advance ship notices, and more.

According to BOLD VAN, the integration delivers increased security and privacy, auto-pack capabilities within Microsoft Dynamics, faster and more accurate order processing, fewer EDI chargebacks through pre-send field validation, and a single point of entry for both EDI and ERP.

Molly Goad
Content Manager

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