Conclusion MBSConclusionConclusion MBSMicrosoft Dynamics f...

Microsoft Dynamics for wholesale & distribution

Microsoft Dynamics 365 is an ERP and CRM system that helps companies in wholesale and distribution optimize and automate all of their business processes.

The ERP and CRM system for wholesale & distribution

Companies in wholesale and distribution face many of the same challenges. Examples include warehouse management, inventory management, logistics planning, business intelligence, automation of manual tasks (e.g. in finance) and seamless integration of all processes within your own organization and in the supply chain.

Microsoft Dynamics 365 helps wholesalers and distributors optimize and automate all their business processes. That includes financial processes such as finance, invoicing, purchasing and project management, logistical processes including inventory, warehouse and sales as well as customer-related processes from customer contact and quotations to aftersales and marketing. Real-time insight into all processes and key metrics, a clear overview of the entire chain and a 360º view of customers enable you to improve your margins and increase customer retention.

Microsoft Dynamics 365: all-in-one solution for wholesale & distribution

As an integrated all-in-one solution, Microsoft Dynamics 365 offers many advantages for wholesale and distribution companies:

A software suite based on one platform where applications and modules mesh seamlessly, giving you a single source of truth at all times.
Business processes that can be streamlined and automated across various departments and workflows.
Switch easily between applications without employees having to use different interfaces. Integration with Office and Teams, among others, enables you to create a digital work environment where employees quickly and effectively collaborate, share data and generate insights.
A cloud solution that is secure, flexible, always up-to-date and easily grows with your organization.
Extensive capabilities for accessing business intelligence, automating workflows, developing custom applications and chatbots, and more – thanks to integration with Power BI, Power Automate, PowerApps and Power Virtual Agents.
Integrations with external applications such as your website are also relatively easy, allowing you to create a transparent and unified customer journey.

Key benefits

The implementation of Microsoft Dynamics 365 has a number of key benefits for wholesale and distribution.

Margin optimization

It’s all about margins. You need to constantly be able to respond to the market and changing customer needs. This requires up-to-date insight into many different areas, including trends in purchasing, inventory, sales and demand. Microsoft Dynamics 365 provides you with these insights. It also helps you create and implement smart pricing strategies. With Dynamics, you can dynamically adjust prices based on factors such as costs, competition, current and future demand and customer segments using real-time data – and easily keep track of discounts, promotions and contractual agreements. Last but not least, extensive reporting and analysis capabilities give you access to real-time insights – or even predictive forecasting.

All processes optimally aligned

Wholesalers and distribution companies not only need to seamlessly align all their business processes, but also need to consider the separate processes in interaction with their suppliers and customers. Purchasing, inventory management, shipping, service: do all processes share a single source of truth and interact with each other optimally? Then they offer much more than the sum of their parts.

The customer must always be king

In this digital age, customers demand the optimal customer experience and it is easy to lose them to the competition. Thanks in part to a 360º customer view, outstanding customer service management and targeted marketing automation, Microsoft Dynamics 365 lets you respond precisely to customer needs – not least by offering them a personalized experience. This approach enables you to increase customer satisfaction and promote customer retention.

Frequently used ERP and CRM software for wholesale and distribution

Dynamics 365 Finance

Dynamics 365 Finance streamlines your financial operations and facilitates real-time analysis of business performance. From company ledger, billing and budgeting to reporting, risk mitigation and cash flow management: Finance automates all your financial processes.

Dynamics 365 Supply Chain Management

Real-time insight into the chain: Microsoft Dynamics 365 Supply Chain Management supports companies in managing their entire supply chain. From purchasing, inventory and production to distribution, customer service and supply and demand planning.

Dynamics 365 Sales

With Dynamics 365 Sales, you manage and automate all your sales processes and improve sales performance. Thanks to AI-based insights and forecasts, you have a better understanding of leads, customers and trends and can respond to and anticipate developments.

Dynamics 365 Customer Insights

Would you like to automate, analyze and optimize your marketing? Customer Insights – Journeys focused on setting up, managing and automating marketing activities. And Customer Insights – Data integrates and analyzes data from various sources.

FAQ

What are the benefits of Microsoft Dynamics 365 implementation?

Implementing Microsoft Dynamics 365 as an ERP and/or CRM system offers countless benefits. Essentially, you will be able to automate and optimize your business processes, gaining access to real-time insights, or even predictive forecasts. The data and analysis enable you to work smarter and faster, make better decisions, reduce errors and cut down on duplicate work, achieve cost savings, increase customer satisfaction and boost your innovative power.

How long does a Dynamics 365 implementation process take?

The duration of a Dynamics 365 implementation varies depending on a number of factors. The main considerations are the size of the software to be implemented, the complexity (e.g. data migration and integrations with other systems) and whether or not cloud migration has already happened. For example, a CRM that only includes the Dynamics marketing app can often go live in just two months. For smaller projects, we can also combine phases, for example by merging diagnosis and preparation. Business Central with extensive automation and optimization of multiple processes such as purchasing, inventory and finance easily takes four to twelve months. And if an organization opts for a full-scale ERP AND CRM system? The implementation process can take up to two or three years.

What are the costs involved in a Microsoft Dynamics implementation?

There is no easy way to give a general impression of how much a specific Microsoft Dynamics implementation will cost, due in part to Microsoft’s somewhat complicated and often rapidly evolving licensing model. Logically, the number of modules or apps you purchase will affect your costs, but you also need to consider the number and type of users and allocation of database space. And we can’t forget the working hours that add up alongside the actual implementation, for your workforce and for the implementation partner.

Conclusion MBS as an ideal partner for Dynamics implementation

Dynamics 365 is our core business

Conclusion MBS has an unparalleled knowledge of Dynamics 365. It is our core business and we have carried out numerous Dynamics implementations in various sectors, including professional services, wholesale & distribution, retail, manufacturing and the public sector. As a Microsoft Gold Partner, we can deliver what you need.

Implementation from A to Z

Conclusion MBS can offer implementation processes from A to Z, including change management and more. The exact way of working and the scope of the project always depend on the situation. For instance, does your organization already use Dynamics? How big is your company? And do you want the entire suite or one specific app or module? If you need additional expertise in change management or data intelligence, we can bring in expert affiliates from our Conclusion ecosystem.

Our managed service offerings

The Conclusion MBS managed service department offers clients support after going live, for example in terms of answering questions and resolving issues. In addition, this department takes a look at what other relevant functionalities are available on the platform. This department will also give you access to Microsoft’s Premium Support. Together, we document the support agreements in an SLA, so you know what you can count on.