A single view of customers, stock and sales
All customer profiles, orders, stock levels, channel activity and communication records are stored centrally to provide clear insight across the business.
Dynamics 365 CRM
Dynamics 365 for RetailConnect customers, stock and stores in one platform
Improve customer experience, strengthen inventory control and streamline retail operations with Microsoft Dynamics 365.
Overview
Why retail businesses need Dynamics 365
Retailers must balance customer expectations with operational efficiency. Dynamics 365 helps teams manage stock, sales and service in one connected system that supports better performance.
Modern retail is fast paced and highly competitive. Customers expect seamless experiences across stores, websites, social channels and delivery networks. At the same time, retailers must maintain accurate stock, coordinate supply chains, manage staffing levels and oversee financial performance. Many organisations rely on disjointed systems for point of sale, ecommerce, stock management, customer service and reporting. This leads to errors, duplicated work and reduced visibility across the business.
Microsoft Dynamics 365 CRM brings customer data, stock information, sales reporting, order processing, supply chain workflows and financial insight together in one secure platform. Automation reduces manual effort and real time dashboards offer a clearer view of performance across channels. With a unified system, retailers can improve efficiency, reduce waste and deliver more reliable customer experiences.
Benefits
The benefits that help retail teams work smarter
Discover how Dynamics 365 supports customer experience, operations and commercial decision making.
Automate core retail and administrative tasks
Automate replenishment alerts, order updates, customer communication, store tasks, returns workflows, supplier approvals and financial reporting to save time.
Real time visibility across retail operations
Dashboards reveal sales trends, stock movement, in store activity, ecommerce performance, supplier efficiency and customer behaviour to support better planning.
Security and compliance designed for retail data
Dynamics 365 provides enterprise grade security, access control and audit trails to protect payment information, customer data and commercial records.
CRM stats
Why your retail business needs a CRM
Data is from a recent survey we commissioned in December 2024 Click here to view
0%
of businesses are utilising a CRM
0%
of businesses are planning to invest in AI or automation tools
0%
of businesses say using a CRM contributes to increasing customer retention
Capabilities
How Dynamics 365 empowers in store, online and head office teams
Dynamics 365 supports every part of the retail journey including buying, merchandising, store operations, ecommerce, supply chain and finance.
The capabilities of Dynamics 365 extend across key areas of retail work:
01
Store and Ecommerce Operations
Track sales, manage tasks, organise staff activities and synchronise pricing and promotions across all channels.
Why choose us
Why retailers choose Dynamics 365
Flexible for stores, digital retailers and multi channel brands
Dynamics 365 supports a wide range of retail models including single stores, retail chains, ecommerce brands and franchises.
Integrates with essential retail systems
The platform connects with Microsoft 365, Power BI and external systems such as POS, ecommerce platforms, ERP tools and supply chain software through APIs.
Improves operational efficiency across the supply chain
Automation and clear visibility help reduce stock issues, shorten fulfilment times and improve communication between stores and head office.
Enhances the customer experience
With better insight, retailers can offer more personalised service, consistent communication and reliable order fulfilment.
Supports strong data security and governance
Retailers can store customer and commercial data safely through secure access controls and modern security features.
Download our report
The Dynamics of Success
Get a better understanding of the benefits of using a CRM system - allowing businesses like yours to overcome fragmented systems and disconnected workflows. Don't just read about them either, our report provides you with actionable insights and practical recommendations so that you can begin to make data-led decisions.
Download report
Case studies
How other businesses have benefitted from Dynamics 365
SHI Cryogenics
SHI Cryogenics reduced their product turnaround times from two months to two weeks, whilst increasing their sales and service revenues.
Get started todayLooking at Dynamics 365 CRM beyond retail? See the full Dynamics 365 CRM overview for features and how implementation works, compare Dynamics 365 CRM pricing per user, or see how the Customer Engagement applications fit together.
Enquiry form
Transform your retail operations with Dynamics 365
Retail organisations need accurate stock information, reliable communication and coordinated operations. Dynamics 365 brings your systems together so you can deliver consistent customer experiences. To learn more about Dynamics 365 for retail, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected platform that helps retailers manage customers, stock, sales, supply chain activity and reporting in one place.
Yes. It can integrate with external POS and ecommerce systems through APIs.
It can manage customer profiles, preferences, segmentation, loyalty activity and targeted communication.
Automation and centralised data help reduce manual mistakes and improve accuracy.
