Table of contents
Overview
TraceLink’s Link Actions for Microsoft Dynamics provide a no-code, reusable solution to connect your Dynamics ERP with all supply chain partners, eliminating custom development, middleware complexity, or ongoing IT overhead.
Built for the challenges of regulated industries like life sciences and healthcare, Link Actions automate the exchange of business-critical data such as Advance Ship Notices (ASNs), Purchase Orders (POs), and Invoices—between Microsoft Dynamics and your external partners, including CMOs, 3PLs, and suppliers.
Link Actions are orchestrated through TraceLink’s OPUS Platform—a scalable, cloud-native engine that validates, transforms, routes, and monitors every transaction. OPUS ensures that data is always accurate, compliant, and delivered in the right format, to the right system, at the right time.
With Link Actions, companies gain a faster, more scalable, and compliance-ready way to extend Microsoft Dynamics beyond the enterprise—ensuring seamless integration with external partners while maintaining full visibility and control.
What Are Link Actions?
Link Actions are pre-configured, reusable integration templates that automate the validation, transformation, and delivery of structured business data between TraceLink and enterprise systems like Microsoft Dynamics.
Designed to eliminate the need for custom development or middleware, Link Actions:
- Standardize how supply chain data flows into and out of your ERP.
- Work across multiple integration methods (API, SuiteScript, CSV, middleware).
- Are reusable across partners and business processes.
- Enable rapid deployment and easy scaling.
- Reduce manual data input and ensure consistent, standardized master data across all connected platforms.
How Link Actions Enable Seamless Microsoft Dynamics Integration:
TraceLink’s Link Actions is a no-code, reusable method to integrate critical B2B transactions into Microsoft Dynamics. These pre-configured transaction templates validate, transform, and integrate data from external partners to Microsoft Dynamics in a standardized, automated way. Discover how TraceLink enables seamless Microsoft Dynamics integration .
Link Actions are powered by TraceLink’s B2N Integrate-Once™ architecture, which acts as a central orchestration layer between Microsoft Dynamics and your external supply chain partners. Through this architecture, companies can:
- Integrate the OPUS platform once to Microsoft Dynamics and link to all your network partners.
- Eliminate the need for custom interfaces, extra middleware or ongoing maintenance.
- Ensure data flows are validated, transformed, and compliant.
- Gain full visibility and control through built-in monitoring and alerts.
How Link Actions Enable Seamless Microsoft Dynamics Integration:
- Receive Partner Data
Data from external partners—such as brand owners, CMOs, 3PLs, or suppliers—is received in any format (EPCIS, XML, CSV, JSON, EDI, etc.). - Validate & Transform
Link Actions automatically validate the incoming data against business rules and schema requirements, then transform it into a structure compatible with Microsoft Dynamics. - Deliver to Microsoft Dynamics
The transformed data is delivered into Microsoft Dynamics using the customer’s preferred method:- REST API or SuiteScript for real-time integration
- CSV file import for batch processing
- Middleware/iPaaS tools (Boomi, MuleSoft, Celigo) for orchestrated workflows
Why Link Actions Matter for Microsoft Dynamics Integration:
- Reusable: Once configured, Link Actions can be reused across multiple partners and workflows.
- Standardized: Ensures consistent data formatting and business logic across transactions.
- Fast to Deploy: Reduces time-to-value by eliminating custom coding and simplifying partner onboarding.
- Scalable: Easily extendable to new partners, new transaction types, or new Microsoft Dynamics environments.
Transactions Enabled by Link Actions for Microsoft Dynamics
TraceLink enables Microsoft Dynamics to support a wide range of critical B2B supply chain workflows through Link Actions, eliminating the need for fragmented, custom-built integrations for each process. These standardized, no-code templates allow your organization to scale faster, onboard partners more easily, and ensure data accuracy across every transaction.
Each Link Action is orchestrated through TraceLink’s B2N Integrate-Once™ architecture and powered by the OPUS Platform, which ensures that every transaction is validated, transformed, and delivered into Microsoft Dynamics in a fully compliant and traceable format.
Example Supported Transactions:
Advance Ship Notice (ASN)
Automate the ingestion of ASNs from CMOs, 3PLs, and suppliers directly into Microsoft Dynamics—enhancing visibility into inbound shipments and enabling proactive warehouse planning.
- Include detailed packaging hierarchy: pallet, case, unit.
- Support serialized and lot-controlled product data.
- Update expected receipts or generate inbound shipments in Microsoft Dynamics.
- Improve receiving accuracy and reduce cycle times.
Purchase Order (PO)
Distribute POs from Microsoft Dynamics to external partners in real time, ensuring timely order fulfillment and reducing manual communication overhead.
- Automatically transmit POs upon creation or updates in Microsoft Dynamics.
- Support partner-specific formats and delivery preferences.
- Enable order acknowledgment workflows and status updates.
- Reduce errors and improve supplier collaboration.
Sales Order (SO)
Make available SOs to/from NetSuite with external partners to share the agreement outlining the products being delivered, including packing list data, bill of lading info, and terms of sale data.
- Receive or automatically transmit SOs upon creation or updates in Microsoft Dynamics.
- Support partner-specific formats and delivery preferences.
- Enable order acknowledgment workflows and status updates.
- Reduce errors and improve supplier collaboration.
Invoice
Streamline invoice processing by ingesting validated invoices from suppliers into Microsoft Dynamics—ready for matching, reconciliation, and payment.
- Accept multiple input formats (XML, PDF, CSV).
- Validate invoice data for accuracy and compliance.
- Automate invoice creation or updates in Microsoft Dynamics.
- Improve payment cycle efficiency and reduce manual entry.
With Link Actions, life sciences companies gain a faster, more scalable, and compliance-ready way to extend Microsoft Dynamics beyond the enterprise—ensuring seamless integration with external partners while maintaining full visibility and control.
Explore how TraceLink Enables Seamless, Scalable B2B Integration Across Your Supply Chain.
Key Use Cases Supported by Link Action in Microsoft Dynamics
- Advance Ship Notice (ASN) Automation: Receive ASNs directly into Microsoft Dynamics from CMOs, 3PLs, or suppliers—enabling real-time visibility into inbound shipments and improving warehouse readiness.
- Purchase Order (PO) and Sales Order (SO) Distribution: Automatically send POs or send/receive SOs from Microsoft Dynamics to external partners in their preferred format, reducing manual communication and accelerating order fulfillment.
- Invoice Ingestion and Reconciliation: Seamlessly ingest validated invoices into Microsoft Dynamics to trigger automated matching and streamline accounts payable processes.
- Serialized and Lot-Controlled Product Handling: Support traceability and compliance by integrating serialized and lot-level data into Microsoft Dynamics workflows.
- Packaging Hierarchy and Item-Level Detail: Enable Microsoft Dynamics to process detailed shipment structures (e.g., pallet, case, unit) to support efficient receiving and inventory accuracy.
- Workflow Triggering and Status Updates: Trigger downstream processes in Microsoft Dynamics such as goods receipt, inventory updates, or invoice creation based on real-time partner data.
Key Benefits
- No Custom Code: Reusable Link Action template eliminates the need for one-off integrations.
- Scalable Architecture: Onboard new partners without reengineering your Microsoft Dynamics workflows.
- Regulatory Compliance: Simplify serialized shipments and generation of traceability data for global regulations.
- Greater Receiving Productivity: Enable operational readiness before goods arrive.
Get Started with Link Actions for for Microsoft Dynamics
Contact us to learn how TraceLink’s B2B Link Actions for Microsoft Dynamics can automate your workflows and deliver faster, smarter supply chain execution.
