A single view of inventory and warehouse activity
Dynamics 365 centralises inventory levels, bin locations, replenishment needs, pick lists, supplier deliveries and stock movement to support clear decision making.
Dynamics 365 CRM
Dynamics 365 for WarehousingConnect stock, teams and operations in one platform
Improve accuracy, streamline inventory management and increase warehouse productivity with Microsoft Dynamics 365 for warehousing.
Overview
Why warehousing teams need Dynamics 365
Warehouses depend on accurate stock data, efficient workflows and clear communication. Dynamics 365 unites all core warehouse processes to support smoother and more reliable operations.
Warehousing operations are becoming more complex due to rising order volumes, customer expectations for fast fulfilment, workforce challenges and the need for real time visibility across stock and logistics. Many warehouses still rely on separate systems for inventory, pick and pack tasks, supplier communication, replenishment and reporting. This creates errors, delays and inefficiencies that affect service levels.
Microsoft Dynamics 365 CRM brings stock control, warehouse tasks, supply chain information, workforce activity and financial data into one secure platform. Automation helps reduce manual work and real time dashboards give managers clear insight into performance, bottlenecks and stock movement. With everything connected, warehouses can improve accuracy, optimise processes and deliver faster, more reliable fulfilment.
Benefits
The benefits that help warehouse teams work smarter
Explore how Dynamics 365 improves accuracy, capacity and operational flow.
Automation that reduces manual tasks
Automate replenishment alerts, goods in processes, pick wave generation, cycle counting, supplier communication and reporting tasks to save time.
Real time visibility across stock and operations
Dashboards reveal stock accuracy, order fulfilment progress, team productivity, inbound and outbound activity and potential bottlenecks.
Security and compliance suitable for warehouse environments
Enterprise grade security and controlled access ensure accurate data handling and support internal process compliance.
CRM stats
Why your warehousing 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 warehouse managers, operatives and logistics teams
Dynamics 365 supports the complete warehouse lifecycle including stock management, fulfilment, supplier coordination and operational reporting.
The capabilities of Dynamics 365 extend across key areas of warehouse operations:
01
Financial and Operational Reporting
Access real time insight into stock value, fulfilment costs, productivity, shrinkage and overall warehouse performance.
Why choose us
Why warehousing organisations choose Dynamics 365
Adaptable for distribution centres, 3PLs and retail warehouses
Dynamics 365 can be configured for warehouses of any size across various industries.
Integrates with essential warehouse and supply chain systems
The platform connects with Microsoft 365, Power BI and external systems such as WMS, TMS, barcode scanners and automation equipment through APIs.
Supports mobile and handheld warehouse processes
Warehouse operatives can use mobile devices or scanners to update stock, complete picks and view tasks in real time.
Improves stock accuracy and reduces picking errors
Structured workflows and real time data reduce mistakes and help teams deliver more accurate fulfilment.
Protects operational data and supports scalable growth
Enterprise security and flexible configuration allow warehouses to scale operations safely and effectively.
Example use cases
Optimising warehouse operations with integrated customer insights
Enhance visibility into customer orders, manage inbound and outbound logistics, and improve communication across your warehouse and supply chain teams.
A third-party logistics provider
- The challenge
- They faced difficulties in efficiently processing a high volume of diverse customer orders and providing timely status updates to clients.
- The approach
- A central system was implemented to consolidate customer orders, track their progress through the warehouse, and automate communication touchpoints regarding order status.
- The outcome
- The provider significantly reduced order processing times and improved transparency for their clients, leading to greater satisfaction.
A fast-moving consumer goods distributor
- The challenge
- Coordinating complex inbound deliveries from multiple suppliers with outbound shipments to retailers often led to congestion and delays in the warehouse.
- The approach
- A solution was deployed to provide a unified view of all scheduled inbound and outbound movements, allowing for better dock scheduling and resource allocation.
- The outcome
- The distribution centre achieved smoother traffic flow and minimised bottlenecks, leading to more efficient receiving and dispatch operations.
An e-commerce fulfilment centre
- The challenge
- Rapidly escalating customer service inquiries regarding order whereabouts and delivery exceptions were overwhelming the support team.
- The approach
- A customer service module was integrated, providing support staff with real-time access to order tracking, shipping details, and inventory status. This enabled quick and accurate responses.
- The outcome
- Customer service response times improved considerably, leading to higher customer satisfaction and fewer escalated issues.
Illustrative, anonymised examples based on typical scenarios in this sector.
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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.
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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 warehousing? 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 warehouse operations with Dynamics 365
Warehouses need clear visibility, efficient processes and reliable stock data. Dynamics 365 brings these elements together so teams can deliver fast, accurate and consistent fulfilment. To learn more about Dynamics 365 for warehousing, get in touch via this short form.
FAQ
Frequently asked questions
By integrating customer orders directly with warehouse workflows, the system ensures that picking, packing, and dispatch processes align precisely with customer requirements. This significantly reduces errors that can occur from manual data transfer.
Yes, it creates a shared platform where sales teams can view real-time inventory levels and order statuses, while warehouse teams understand customer priorities. This fosters seamless collaboration and better alignment on fulfilment expectations.
The solution provides clear visibility into order progress and potential delays, allowing customer-facing teams to proactively communicate accurate information to clients. This helps manage expectations effectively and enhances the overall customer experience.
It is a connected platform that helps warehouse teams manage stock, tasks, fulfilment and reporting in one place.
Yes. Real time inventory tracking and automated workflows help reduce errors.
Yes. Mobile access enables real time updates from any location.
