A single view of inventory, customers and orders
Dynamics 365 provides visibility of stock levels, customer details, pricing, orders and communication in one place which improves decision making.
Dynamics 365 CRM
Dynamics 365 for WholesaleConnect stock, customers and supply chain operations in one platform
Improve inventory accuracy, streamline order fulfilment and strengthen customer relationships with Microsoft Dynamics 365 for wholesale distributors.
Overview
Why wholesale businesses need Dynamics 365
Wholesale operations rely on accurate stock, efficient fulfilment and reliable customer service. Dynamics 365 brings all systems together so teams can work with confidence.
Wholesalers face increasing pressure from rising supply chain complexity, changing customer expectations, shrinking margins and the need for faster fulfilment. Many rely on separate systems for inventory, ordering, warehouse operations, accounting, purchasing and communication. These disconnected tools slow down order processing, reduce visibility and create inefficiencies that impact profitability.
Microsoft Dynamics 365 CRM centralises customers, orders, stock, suppliers, pricing, fulfilment and financial data into one secure platform. Automation reduces manual tasks and real time insight helps teams understand demand, stock levels and operational performance. With everything connected, wholesale businesses can work more efficiently and serve customers with greater accuracy and speed.
Benefits
The benefits that help wholesale teams work smarter
Discover how Dynamics 365 supports inventory accuracy, fulfilment speed and stronger customer service.
Automation that reduces manual workload
Automate replenishment triggers, order processing, customer notifications, supplier approvals, invoicing workflows and reporting tasks to save time.
Real time insight across the supply chain
Dashboards show stock movement, demand trends, fulfilment performance, supplier lead times, margins and team productivity to support better planning.
Security and compliance designed for wholesale operations
Enterprise grade security and structured access control ensure sensitive commercial and financial data is stored safely.
CRM stats
Why your wholesale 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 sales, warehouse and operations teams
Dynamics 365 supports the complete wholesale lifecycle from purchasing and inbound goods to picking, packing, dispatch and customer service.
The capabilities of Dynamics 365 extend across key areas of wholesale operations:
01
Financial and Operational Reporting
Access real time insight into margins, revenue, stock value, purchasing spend, fulfilment costs and overall business performance.
Why choose us
Why wholesale distributors choose Dynamics 365
Flexible for distributors, importers and multi warehouse wholesalers
Dynamics 365 can support single site wholesalers and multi region operations.
Integrates with essential warehouse and supply chain systems
It connects with Microsoft 365, Power BI and external systems such as WMS, TMS, scanning devices and ecommerce platforms through APIs.
Supports both office based and warehouse teams
Sales teams, warehouse operatives and managers work from the same accurate data.
Improves fulfilment speed and customer satisfaction
Automation and clear visibility help reduce delays, avoid stockouts and ensure accurate deliveries.
Protects sensitive pricing, customer and supplier data
Role based access and secure data handling help wholesalers maintain trust and compliance.
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 wholesale? 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 wholesale operations with Dynamics 365
Wholesale organisations need accurate stock, efficient fulfilment and clear communication. Dynamics 365 brings your systems together so you can deliver better service and grow sustainably. To learn more about Dynamics 365 for wholesale, get in touch via this short form.
FAQ
Frequently asked questions
It is a connected platform that helps wholesale businesses manage stock, orders, pricing, suppliers, customers and financial information in one place.
Yes. It integrates with WMS, TMS and scanning or automation equipment through APIs.
Real time visibility and structured workflows help reduce errors and stock discrepancies.
Most users adapt quickly because it uses a familiar Microsoft interface.
