ProcessOne 365 is an embedded EDI and B2B integration solution for Microsoft Dynamics 365 and Ross ERP that automates the exchange of business documents with trading partners—directly inside your ERP.

EDI (Electronic Data Interchange) automates the exchange of documents like purchase orders, invoices, and shipping notices between businesses.

It reduces manual data entry, improves accuracy, speeds up transactions, and ensures compliance with trading partner requirements.

Traditional EDI solutions operate outside your ERP using separate platforms, middleware, or portals.

ProcessOne 365 is embedded directly within your ERP, allowing users to manage transactions, monitor activity, and resolve issues inside Dynamics 365 or Ross ERP—improving efficiency, visibility, and control.

ProcessOne 365 integrates natively with Dynamics 365 using modern Microsoft technologies including .NET, REST APIs, OData, and JSON

This enables secure, real-time data exchange between Dynamics 365 and external trading partners while keeping all activity aligned with your ERP processes.

ProcessOne 365 integrates natively with Microsoft Dynamics 365 using a modern, service-based architecture built on the Microsoft technology stack.

Integration is achieved through a combination of:

• RESTful APIs and OData endpoints – Used to securely read and write transactional data (e.g., sales orders, invoices, shipments) directly within Dynamics 365

• JSON-based data exchange – Lightweight, structured data format for efficient communication between systems

• X++ and native D365 services – Ensures tight alignment with Dynamics 365 business logic and data models

• .NET-based integration layer – Handles orchestration, transformation, and routing of EDI and B2B transactions

ProcessOne 365 performs bi-directional data synchronization, enabling:

• Real-time creation and updates of ERP records

• Automated translation between Dynamics 365 data structures and standard EDI formats

• Immediate validation and error handling within the ERP

Because the integration is embedded and API-driven, all EDI activity remains synchronized with core ERP processes—eliminating the need for external middleware, reducing latency, and ensuring data consistency across your supply chain.

Yes. ProcessOne 365 supports the Microsoft Dynamics 365 ecosystem, including Finance & Supply Chain and Business Central.

It delivers a consistent, embedded EDI experience across environments, allowing organizations to standardize processes across their ERP landscape.

No. All EDI activity—including document processing, monitoring, and exception handling—takes place directly within your ERP.

This eliminates the need for separate systems or portals, which are common with traditional EDI solutions.

Yes. ProcessOne 365 processes transactions in real time, providing immediate visibility into document status and enabling faster resolution of issues.

Many traditional EDI systems rely on batch processing, which can delay updates and create operational blind spots.

ProcessOne 365 is built on a modern Microsoft technology stack designed for performance, scalability, and seamless integration with Microsoft Dynamics 365.

Core technologies include:

• C# / .NET 6+ – Core application framework supporting high-performance processing, extensibility, and long-term Microsoft support

• Microsoft SQL Server – Relational data storage optimized for transactional integrity, reporting, and large-volume data handling

• Microsoft Azure – Cloud-native infrastructure providing scalability, security, and high availability

• X++ and Dynamics 365 APIs – Native integration with D365 using X++, RESTful services, OData endpoints, and JSON-based data exchange

ProcessOne 365 leverages these technologies to enable real-time data processing, secure communication, and tight ERP integration, eliminating the need for external middleware or disconnected systems.

ProcessOne 365 is designed to support a broad range of integration methods, communication protocols, and data formats to accommodate diverse trading partner and system requirements.

Supported technologies and formats include:

• EDI standards (ANSI X12, EDIFACT) – Full support for common transaction sets such as 850, 810, 856, and others

• B2B / API integrations – RESTful web services using JSON and XML for real-time system-to-system communication

• Communication protocols – AS2, SFTP, FTP, and HTTPS, enabling secure and flexible data exchange

• File-based integrations – Support for structured and semi-structured formats including CSV, flat files, and Excel

• Data transformation & mapping – Translation between EDI formats and native Dynamics 365 data structures

This flexible architecture allows ProcessOne 365 to integrate with virtually any trading partner, third-party system, or legacy platform while maintaining real-time synchronization with your ERP.

No. ProcessOne 365 supports modern communication protocols such as AS2, enabling direct connectivity with trading partners.

This reduces or eliminates the need for VANs or additional EDI platforms, lowering cost and simplifying your architecture.

ProcessOne 365 uses a structured onboarding approach that includes configuration, mapping, and testing.

Pre-mapped data from the ERP and standardized processes help accelerate onboarding and reduce complexity.

ProcessOne 365 automates the full EDI lifecycle, including:

• Sending and receiving documents

• Data transformation and mapping

• Error detection and user notifications

This reduces manual effort and improves operational efficiency.

Users can monitor transaction flow and volume in real time directly within their ERP.

They can:

• Search for transactions

• Review and correct errors

• Generate reports

This provides full visibility and control without leaving the system.

Errors are identified in real time and can be reviewed and resolved directly within the ERP.

This allows faster issue resolution compared to traditional systems where errors may only be visible in external platforms after delays.

Yes. ProcessOne 365 supports complex supply chains involving manufacturers, distributors, warehouses, 3PL providers, and retailers.

Because it operates within the ERP, it maintains consistent data and visibility across all participants.

Yes. Built on Microsoft Azure and integrated directly with your ERP, ProcessOne 365 scales easily as transaction volumes grow and new trading partners are added—without introducing additional systems or complexity.

ProcessOne 365 is continuously aligned with the latest versions of .NET, Azure, and Dynamics 365.

This ensures long-term compatibility, performance, and alignment with Microsoft’s technology roadmap.

ProcessOne 365 extends Business Central by embedding EDI capabilities directly within the ERP, enabling automated document exchange without relying on external connectors or third-party platforms.

This allows Business Central users to manage EDI transactions, monitor activity, and resolve issues within the same system—eliminating duplicate workflows and improving operational efficiency.

ProcessOne 365 is designed to scale with Business Central as transaction volumes increase and new trading partners are added.

Because it is built on a cloud-native architecture and integrated directly with the ERP, scaling does not require additional systems or complex infrastructure changes.

Many Business Central EDI solutions rely on external connectors or bolt-on platforms.

ProcessOne 365 is embedded within the ERP, providing:

• Real-time data processing

• Native transaction visibility

• Simplified user experience

• Reduced system complexity

This results in a more streamlined and maintainable solution compared to traditional add-ons.

ProcessOne provides fully integrated EDI solutions designed specifically for Ross ERP and process manufacturing environments.

Unlike generic EDI providers, ProcessOne combines deep Ross ERP expertise with EDI capabilities, ensuring tighter integration and better alignment with business processes.

No. ProcessOne integrates EDI directly with Ross ERP, eliminating the need for separate platforms or manual data handling.

This simplifies operations and improves data accuracy.

No. ProcessOne supports modern communication methods, reducing reliance on traditional VAN providers and lowering overall cost and complexity.

ProcessOne brings over 30 years of deep, hands-on experience with Ross ERP—going far beyond typical third-party EDI providers.

ProcessOne was selected by Ross Systems to help re-architect and enhance the platform, including development of key components such as iBrowser and contributions to Ross ERP versions 5.7 and 5.9. Our leadership team, including the original architect of Ross’s process manufacturing module, has been directly involved in shaping the system used by customers today.

This level of expertise enables:

• True native integration – EDI is tightly aligned with Ross ERP data structures and workflows, not loosely connected through external middleware

• Faster troubleshooting and support – Issues are resolved with a deep understanding of both EDI and the underlying ERP logic

• Process manufacturing alignment – Solutions are designed specifically for the complexities of batch manufacturing, compliance, and traceability

• End-to-end ownership – From advising and implementation to customization, upgrades, and ongoing support

Unlike generic EDI vendors, ProcessOne understands Ross ERP at a foundational level—delivering solutions that fit how your business actually operates, not forcing you to adapt to the limitations of external tools.

Yes. ProcessOne is uniquely positioned to support process manufacturing environments, including complex production, compliance, and supply chain requirements.

Its EDI solution is designed to align with how Ross ERP customers operate day-to-day.