Dynamics 365 for Trade & Distribution Companies

Integrated management of Supply-Chain and Warehousing

Connect sales and purchase with logistics, production, and warehousing

Distribution companies work to improve the ability to predict and balance market demand with supply. Supply-chains are challenged with frequently changing prices, and customer expectations of reduced delivery timelines. Holding the right levels of inventory are crucial to optimize storage costs, together with meeting customer demands. Simplifying operations and delivering frictionless customer experience are vital to stay competitive.

Digital Transformation of Supply-Chain

Reduce operational costs with better supply-chain visibility balancing supply with demand, and streamlining processes from procurement to shipment. Enhance customer satisfaction and boost sales.


Digital Catalogues
Digital Catalogues

Digital catalogues are a great efficiency and business opportunities booster for distribution businesses. Comprehensive digital catalogues would showcase the entire product range...

Digital Catalogues

Digital catalogues are a great efficiency and business opportunities booster for distribution businesses. Comprehensive digital catalogues would showcase the entire product range in an easily accessible format or customized to show only a sub-set to specific customer segments. These catalogues can include detailed product descriptions, high-quality images, pricing information, and real-time inventory availability. Integration with Dynamics 365's CRM and ERP systems will keep these digital catalogues always up-to-date, reflecting the latest changes in product offerings, stock levels and pricing. Advanced search and filtering options enable customers to quickly find the products they need, enhancing their shopping experience. By leveraging digital catalogues with Dynamics 365, distribution businesses can streamline their sales processes, improve customer satisfaction, and drive increased revenue.

Inventory Management, Forecasting & Replenishment Image
Inventory Management, Forecasting & Replenishment

Effective inventory management, forecasting, and replenishment are crucial for the success of distribution businesses...

Inventory Management, Forecasting & Replenishment

Effective inventory management, forecasting, and replenishment are crucial for the success of distribution businesses. Dynamics 365 offers a comprehensive suite of tools to streamline these processes. The platform provides real-time visibility into inventory levels, allowing businesses to efficiently track stock across multiple locations and optimize warehouse operations. Advanced forecasting capabilities use historical data and predictive analytics to anticipate future demand, helping organizations plan more accurately and reduce the risk of stockouts or overstock situations. Automated replenishment processes ensure that inventory levels are maintained at optimal levels, with dynamic reordering and supplier management features that adjust to changes in demand and supply chain conditions. By leveraging these robust inventory management tools, Dynamics 365 enables distribution businesses to improve operational efficiency, minimize costs, and enhance customer satisfaction through timely and accurate order fulfilment

Pricing & Promotions Image
Pricing & Promotions

Pricing and promotions are essential strategies for driving sales and competitive advantage in distribution businesses. Dynamics 365 provides sophisticated pricing...

Pricing & Promotions

Pricing and promotions are essential strategies for driving sales and competitive advantage in distribution businesses. Dynamics 365 provides sophisticated pricing management capabilities that enable businesses to set up flexible pricing structures, including tiered pricing, volume discounts, and special offers. Dynamics 365’s integrated promotional tools allow for the creation of targeted marketing campaigns, with features for scheduling, tracking, and analyzing promotional activities. Real-time analytics provide insights into the effectiveness of pricing strategies and promotions, helping businesses make data-driven decisions to maximize revenue and market share. Additionally, the system’s automation features streamline the application of discounts and special offers, ensuring consistency and accuracy across all customer interactions.

Order Processing Image
Order Processing

Order processing is a critical function for distribution businesses. Dynamics 365 platform can be used to automates the entire order lifecycle, from order entry to fulfilment...

Order Processing

Order processing is a critical function for distribution businesses. Dynamics 365 platform can be used to automates the entire order lifecycle, from order entry to fulfilment and invoicing, ensuring accuracy and efficiency at every step. Dynamics 365 provides a centralized system for managing orders, where sales teams can quickly capture orders, check product availability, and generate accurate quotes. Integration with inventory management and warehouse systems enables real-time updates on stock levels and order status, facilitating smooth and timely order fulfilment. Automated workflows support order approval processes, track shipments, and handle returns or exchanges. Additionally, the system’s advanced analytics and reporting capabilities offer insights into order patterns, performance metrics, and customer satisfaction.

Trade Spend Management
Trade Spend Management

Trade spend management is a key component of strategic financial planning for distribution businesses. Dynamics 365 enables businesses to effectively manage trade...

Trade Spend Management

Trade spend management is a key component of strategic financial planning for distribution businesses. Dynamics 365 enables businesses to effectively manage trade promotions, rebates, and allowances, providing a centralized system for tracking trade spend across various channels and partners. Dynamics 365’s robust analytics and reporting features offer insights into trade promotion performance, helping businesses evaluate the return on investment for different marketing initiatives. Automated workflows streamline the processes for budgeting, approval, and reconciliation of trade spend, ensuring accuracy and compliance with financial goals. With tools for scenario planning and forecasting, businesses can develop more effective trade strategies and make data-driven decisions to maximize promotional impact. By leveraging Dynamics 365 for trade spend management, distribution companies can enhance financial efficiency, optimize promotional efforts, and drive overall business growth.

Reporting & Analysis Image
Reporting & Analysis

Reporting and Analysis are essential for making informed decisions and driving growth in distribution businesses. Dynamics 365 offers a suite of powerful tools to...

Reporting & Analysis

Reporting and Analysis are essential for making informed decisions and driving growth in distribution businesses. Dynamics 365 offers a suite of powerful tools to support these functions. The platform provides comprehensive reporting capabilities that allow businesses to generate detailed financial reports, track key performance indicators, and analyze sales and inventory data in real time. With customizable dashboards and interactive data visualizations, users can easily access insights into operational efficiency, market trends, and customer behavior. Dynamics 365 integrates seamlessly with Power BI, enabling advanced analytics and the creation of sophisticated reports that uncover actionable insights and support strategic planning. Automated reporting features reduce manual data entry and streamline the creation of regular reports, while advanced analytical tools support scenario planning and predictive modelling.

ILM logo

Choosing Alletec as our ERP implementation partner was the most important aspect of the success of our MS Dynamics 365 Business Central Implementation. Alletec collaborated with us to develop a cut-over strategy to ensure our business continued operating smoothly and our user team was confident transitioning from our old ERP to D365 BC. We recommend Alletec to any company wishing to successfully implement D365 BC.”

Lina Pinskaya – Controller, Ideal Living Management

Read Full Case Study

Digital Transformation of Warehousing

Integrate Warehouses with sales, purchase, returns, transfer, manufacturing, quality control and transportation for full visibility and efficiency.

Inbound & Outbound material workflow
Inbound & Outbound material workflow

Inbound and outbound material workflows are critical components of modern warehouse operations. Inbound workflows involve the efficient management of material receipts...

Inbound & Outbound material workflow

Inbound and outbound material workflows are critical components of modern warehouse operations. Inbound workflows involve the efficient management of material receipts, from the initial purchase order to goods receipt and put-away. Dynamics 365 streamlines this process with automated inbound logistics, including real-time tracking of shipments, automated verification of received goods against purchase orders, and seamless integration with inventory management for accurate stock updates. For outbound workflows, the platform optimizes order fulfilment by automating picking, packing, and shipping processes. Real-time order management, dynamic picking routes, and automated packing instructions ensure that products are accurately prepared and dispatched. Dynamics 365’s advanced analytics provide insights into workflow efficiency, identify bottlenecks, and support continuous improvement efforts. By digitalizing these workflows, warehouses can achieve higher accuracy, reduce processing times, and enhance overall operational efficiency, ultimately driving better service levels and cost savings.

Integration with manufacturing and transportation
Integration with manufacturing and transportation

Integration with manufacturing and transportation is a pivotal aspect of digital transformation in modern warehouse management...

Integration with manufacturing and transportation

Integration with manufacturing and transportation is a pivotal aspect of digital transformation in modern warehouse management. Dynamics 365 offers seamless connectivity to optimize these critical functions. Through robust integration capabilities, Dynamics 365 connects warehouse operations with manufacturing processes and transportation logistics to create a unified and efficient supply chain ecosystem. For manufacturing, the platform synchronizes production schedules, inventory levels, and work orders, ensuring that raw materials are available when needed and finished goods are efficiently managed for distribution. Real-time data sharing between manufacturing and warehousing enables accurate tracking of production outputs and inventory adjustments, reducing delays and improving throughput. In terms of transportation, Dynamics 365 integrates with transportation management systems to streamline route planning, shipment scheduling, and carrier selection. This integration supports end-to-end visibility of shipments, from warehouse dispatch to delivery, and facilitates dynamic adjustments based on real-time conditions. By leveraging these integration capabilities, businesses can enhance operational efficiency, reduce costs, and improve customer satisfaction through timely and accurate order fulfilment.

Batch and serial item support
Batch and serial item support

Batch and serial item support are crucial for effective warehouse management of many products. With Dynamics 365, businesses can track and control inventory at a...

Batch and serial item support

Batch and serial item support are crucial for effective warehouse management of many products. With Dynamics 365, businesses can track and control inventory at a granular level through detailed batch and serial number management. Batch item support allows for the tracking of groups of products with common attributes, such as expiration dates or production runs, enabling effective quality control and traceability throughout the supply chain. Serial item support offers unique identification for individual items, facilitating detailed tracking from receipt through to sale or return. Dynamics 365 automates the assignment of batch numbers and serial IDs, integrates these details into inventory records, and supports advanced functionalities such as warranty management and recall processes. With these capabilities, organizations improve product traceability, optimize stocks, and maintain high standards of quality control.

Bar-code scanners integration
Bar-code scanners integration

Integration of bar-code scanning with warehouse systems enables distribution companies streamline various warehouse tasks such as inventory tracking, order picking, and...

Bar-code scanners integration

Integration of bar-code scanning with warehouse systems enables distribution companies streamline various warehouse tasks such as inventory tracking, order picking, and shipment processing. The integration facilitates real-time data capture and synchronization, allowing warehouse staff to quickly scan bar-codes for accurate product identification, stock level updates, and order verification. This technology enhances operational efficiency by automating data entry, reducing errors, and speeding up processes compared to manual methods. Dynamics 365 supports a range of bar-code scanning devices and integrates with mobile applications for on-the-go access to warehouse management functions. The system also offers features for generating and printing bar-codes, enabling businesses to customize their bar-code labels for different products and operations.

Label printing
Label printing

Dynamics 365 provides integrated label printing solutions that support the creation of customized labels for various warehouse needs, including product identification...

Label printing

Dynamics 365 provides integrated label printing solutions that support the creation of customized labels for various warehouse needs, including product identification, shipping documentation, and inventory management. Dynamics 365 enables businesses to design and print labels with essential information such as bar-codes, QR codes, product details, batch numbers, and expiration dates, all from a single system. Automated label printing workflows reduce manual tasks and minimize errors by ensuring that labels are generated in real-time as products move through the warehouse. The system also supports a range of printing devices and label formats, accommodating different types of labels for various applications. With features for label design, printing, and compliance, Dynamics 365 ensures that all labeling requirements are met efficiently and accurately. By leveraging these advanced label printing capabilities, businesses can improve inventory control, enhance order accuracy, and streamline warehouse operations.

Integrated quality control
Integrated quality control

Integrated quality control is a crucial element of modern warehouse management. Dynamics 365 integrates quality control processes directly into warehouse workflows...

Integrated quality control

Integrated quality control is a crucial element of modern warehouse management. Dynamics 365 integrates quality control processes directly into warehouse workflows, enabling businesses to conduct inspections, manage quality checks, and address issues seamlessly. Dynamics 365 supports automated quality control procedures for inbound and outbound goods, including the ability to set quality criteria, perform inspections, and document results. Real-time data capture and analysis tools provide insights into product quality, helping businesses identify defects, manage returns, and maintain compliance with regulatory requirements. The system’s integration with inventory management and production processes ensures that quality control measures are consistently applied from receipt through to shipment, while also facilitating root cause analysis and continuous improvement initiatives.

Elevating Possibilities:Explore Our Resources


Why Alletec

Alletec is a trusted Microsoft
Business Applications partner.
20 years of experience and
a global presence.

Our team of experienced domain experts is dedicated to delivering innovative solutions that drive business success. Alletec has serviced customers from over 30 countries, providing tailored solutions that meet the unique needs of Professional services organizations.

Frequently Asked Questions

Dynamics 365 enables Trade and Distribution companies to streamline operations by providing real-time visibility into supply chain management, inventory control, order processing, and financial reporting. With better demand forecasting, optimized logistics, and automated workflows, companies can reduce operational costs and enhance customer satisfaction.

Dynamics 365 offers essential features for Trade and Distribution businesses, including warehouse management, inventory optimization, demand forecasting, order management, and financial integration. It also supports multi-location operations, complex pricing models, and seamless integration with third-party logistics providers (3PL).

Dynamics 365 provides end-to-end visibility into the supply chain, allowing businesses to monitor inventory levels, track shipments, and manage vendors in real time. The platform's advanced analytics and AI-powered insights help businesses predict demand, minimize stockouts or overstocking, and optimize supply chain efficiency.

Yes, Dynamics 365 is highly customizable to fit different distribution models, whether you're operating in B2B, B2C, or hybrid environments. Alletec helps tailor Dynamics 365 to your specific requirements, from order management and inventory workflows to pricing, shipping, and customer relationship management.

Dynamics 365 integrates seamlessly with various systems such as ERP platforms, CRM tools, e-commerce platforms, and third-party logistics solutions. It also connects with Microsoft tools like Power BI, Azure, and Office 365, allowing businesses to centralize data and create a unified ecosystem for better decision-making and streamlined operations.

Trade and Distribution companies can expect substantial ROI from Dynamics 365 through reduced inventory costs, better demand forecasting, improved supplier relationships, and enhanced operational efficiency. By automating routine processes, minimizing errors, and gaining real-time data insights, businesses can accelerate time-to-market and improve profitability.

Get In Touch