EDI inside Dynamics 365

Orders, confirmations, despatch advices and invoices move between you and your trading partners with no middleware layer to operate. The flow stays visible on the order.

LunoLakeEDI is a module for Dynamics 365. Everything is set up there, not in a separate portal.

Sales order creation
Inbound from EXAMPLECO
Completed
Transmissions
Processed
SO-2026-0418
2 hours ago
a7f3c2e1-9b4d-4f8a-b6c2-1e5d0937af41
Envelope acknowledgement
2 hours ago
Sales order confirmation
Outbound to EXAMPLECO
Completed
Transmissions
Transmitted
SO-2026-0418
2 hours ago
5c08b71a-3e6f-4a29-9d17-84be2f60c3d5
Document acknowledgement
1 hour ago
Sales order packing slip
Outbound to EXAMPLECO
In progress
Transmissions
Transmitted
PS-2026-0771
12 min ago
e2d94c07-51ab-4c63-8f2e-0b7a6d51c9e8
Document acknowledgement
Awaiting reply
Awaiting partner acknowledgement
Sales order invoice
Outbound to EXAMPLECO
Not sent
The flow tracker on a sales order in Dynamics 365. Example data.
How it starts

From yes to your first live document

Whether you have done this before or never touched it, the route is the same. What changes is how much of it you have to think about.

Install the module

Into Dynamics 365. Nothing else to install.

Set up the trading partner

Their identifiers, their addresses, and what each side agrees to exchange.

Exchange test documents

In both directions, until their EDI team and yours agree it is right.

Documents land on the order

With acknowledgements tracked behind them, visible to the people who need them.

Standards EDIFACT, X12, OIOUBL, Peppol BISTransports AS2, AS4, NemHandel, PeppolBoth directions sell side and buy side

One order seen from both sides

This is the Dynamics 365 order form, drawn in our own code with example data. You start as the buyer and send a purchase order. Then you sit in the supplier’s Dynamics 365, where it has arrived as a sales order, and you confirm it, ship it and invoice it. The EDI tracker in the corner is the product’s own control and answers the way it does in Dynamics 365. Between the two sits LunoLake Cloud, which we host and run. The module is what you install.

Do thisPress Purchase inquiry, in the Actions group just under the tabs. Add a line or two first if you like.

Finance and OperationsSearch for a pageNB_1 | Northbridge Clinics (1)AK
EditNew
Actions
All purchase orders| Standard view

PO-2026-0031 : EXAMPLECO : Example Supplies Ltd

Open orderDocument status: None
Purchase order header
DeliveryRequested receipt date18/09/2026
VendorContact
DiscountsTotal discount %0.00
Mode of deliveryMode of deliveryRoad
Purchase order lines
Line numberItem numberProduct nameQuantityUnitUnit priceNet amount
1Copy paper A4 80 g, box of 5 reams42.00189.007,938.00
Line details
Net amount 7,938.00 EUR
Related information
Latest purchase orders
Purchase order totals
EDI tracker
Purchase order inquiry
Outbound to EXAMPLECO
Not sent
Purchase order confirmation
Inbound from EXAMPLECO
Not received
Purchase order packing slip
Inbound from EXAMPLECO
Not received
Purchase order invoice
Inbound from EXAMPLECO
Not received
Simulation, drawn by LunoLake. Example data. Nothing is sent anywhere.Microsoft and Dynamics 365 are trademarks of Microsoft Corporation.

The order form needs a wider screen. Open this page on a laptop to send the order yourself.

EUR 800

per month, for 25,000 documents

  • Everything listed above, at one price.
  • New trading partners are configuration, not a new licence.
  • Runs inside your Dynamics 365, not beside it.

See it running on a real order

A demo takes an hour. We open Dynamics 365, send a document, and you watch it land on the order with its acknowledgement.

Book a demo

Tell us two or three times that suit you and we confirm one. No preparation needed.

Request a time

Contact us

Tell us which trading partners you are dealing with and what they have asked for, and we will tell you plainly whether this fits.

Send a message