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Elektroingenieur

Customer portal

EEV Cooperative

EEV Cooperative: Modern portal with seamless Microsoft Dynamics 365 BC integration

The EEV (Swiss Electrical Purchasing Association eev Cooperative) is a central platform for electrical specialist partners in Switzerland. Members benefit from exclusive services, a comprehensive product catalog, and a modern web portal. To meet technological requirements, the existing ERP system from DIAS was migrated to Microsoft Dynamics 365 Business Central (BC). Simultaneously, the portal was redesigned with a customized OX web solution and integrated with all other systems.

Challenge: Integrating a new ERP system

EEV used a combination of website, portal, and webshop to provide its members with a comprehensive digital platform. The decision to migrate the ERP system from DIAS to Microsoft Dynamics 365 Business Central (BC) necessitated a fundamental overhaul of the existing portal. The goal was to create a modern, high-performance solution that would enable seamless communication between Business Central and all external systems.

A particular challenge lay in networking the various peripheral systems, such as the invoice archive, the external shop solution, and the newsletter software. It was also essential to ensure that user and profile data could continue to be managed centrally and synchronized in real time. Another objective was to automate recurring processes to achieve efficiency gains for EEV and its affiliated specialist partners. The solution needed to offer both high usability for end users and a robust technical architecture that guarantees long-term scalability.

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Solution: New portal with smart API networking

The portal's reprogramming integrated all core functions with Microsoft Dynamics 365 Business Central and peripheral systems. This enables seamless synchronization and optimized business processes for the connected electrical contractors.

Central profile and user management

User and profile data are managed centrally in Microsoft Dynamics 365 Business Central. Permissions can be customized and synchronized.

Extended invoice archive

Invoices are retrieved directly from Microsoft Dynamics 365 Business Central, while older invoices are linked to an external archiving system via an API to ensure a complete overview.

Integrated product catalog

Daily synchronization with the external Saldia shop solution ensures that product information is always up-to-date. An API handles the data updates.

Newsletter integration

Registration is done via an online form, while new customers are automatically recorded in Microsoft Dynamics 365 Business Central. This optimizes the communication process and increases efficiency.

Website integration

API functions enable login validation, password reset, member lists with permission logic, and a search function by postal code and distance. Navigation is generated dynamically.

Automated processes and seamless system integration

Real-time synchronization between Microsoft Dynamics 365 Business Central and external systems improves data consistency. Automated workflows minimize manual intervention, optimize processes, and sustainably increase efficiency. Real-time synchronization between Business Central and external systems improves data consistency.

Conclusion

The modernized portal of the EEV cooperative demonstrates how successful ERP integration can optimize business processes. Thanks to seamless connectivity with Business Central and various API interfaces, members benefit from a more efficient, automated, and user-friendly platform. The integration enables centralized management of customer data, invoices, and product information, significantly increasing transparency and process reliability.

Want to know how a customized ERP integration can digitally transform your business? Contact us today for a personalized consultation and discover the advantages of a modern, connected solution!

Want to know how an ERP integration with Microsoft Dynamics 365 Business Central and modern web solutions can transform your business? Contact us for a customized solution!

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