Dynamics 365 Finance & Operations for Retail

The retail landscape today is defined by relentless complexity, rapid consumer shifts, and mounting pressure on margins. It’s no longer enough to sell products; businesses must deliver seamless, personalized, and efficient experiences across every touchpoint. This necessity demands more than just incremental change—it requires digital transformation.

Microsoft Dynamics 365, integrates and manages all sales channels from a centralized ERP platform. It addresses your current needs—such as cost control and risk mitigation—and provides a strategic foundation for growth, adaptable to future innovations and market shifts.

Calculate the Transformation

In the high-velocity world of modern retail, your ERP should be an engine for growth, not an anchor holding you back.

The High Cost of “Doing Nothing”

Maintaining outdated infrastructure is no longer a safe harbor. Legacy platforms often lack the real-time data synchronization required for omnichannel retail, leading to stock-outs and lost sales. Furthermore, the cost of supporting aging codebases usually exceeds the subscription models of modern cloud ERPs.

Changes from legacy systems to modern ones are unavoidable, but proper preparation, defined goals, and the expertise of the implementation team can soften this transition.

The Potential Failure when Switching ERP Systems Stems from Inadequate Planning

Creating the blueprint for transformation is straightforward when working with experienced implementors. In short, there are 7 phases of successful implementation.

Consult and select the right ERP system suitable for your needs.

Create a detailed project plan that defines the objectives, the project budget, and a realistic deadline with specialist help.

Delegate the proper data preparation for a successful migration.

Test and confirm the system performs correctly.

Prepare your team for the transition to the new ERP.

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Why Microsoft Dynamics 365 ERP?

Implementing Dynamics 365 Finance and Supply Chain Management is a direct investment in business profitability and sustainability. Unlike traditional ERP systems, Dynamics 365 is designed to realize the concept of Unified Commerce (Omnichannel), integrating retail points, e-commerce, and financial flows into a single, transparent system.

Dynamics will save you money; this is not just our claim:

Nucleus Research

“In analyzing the results of Microsoft Dynamics 365 deployments, Nucleus found that for every dollar spent, companies realized an average of $16.97 in returns. This is significantly higher than the average for enterprise resource planning (ERP).”

Forrester

“The representative interviews, survey, and financial analysis found that a composite organization experiences benefits of $15.8 million over three years versus costs of $7.7 million, adding up to a net present value (NPV) of $8.1 million and an ROI of 106%.”

Successful ERP change is an investment in the company’s future development, not just an expensive IT project.

  • Drive Strategic Financial Decisions: Evaluate business health, enhance financial controls, and optimize cash flow. Make faster, strategic decisions using real-time, unified global financial reporting, embedded analytics, and predictive insights.
  • Automate Financial Processes: Support any business model and automate billing processes from opportunity to renewal. Gain actionable insights to maximize productivity and financial performance. Integrate core business processes with financial systems and automate standard tasks to improve efficiency.
  • Simplify Access to Analytics: Effortlessly generate reports, dashboards, and insights using business performance analytics. This enables well-informed decisions and streamlines operational workflows, improving efficiency.
  • Increase Financial Simplicity and Security: Easily manage financial operations and adapt to changing requirements with a flexible, rules-based chart of accounts and dimensions. Handle regulatory changes with a no-code service for simplifying reports, e-invoicing, and payments.

  • Enhanced Planning Agility: The system uses AI to predict demand and enable near real-time planning of supply and production, ensuring resources are correctly allocated, and products are delivered on time.
  • Automated Inventory and Warehousing
  • Fulfillment and Material Sourcing
  • Specific features like Landed Cost management and an advanced Warehouse Management System (WMS).
  • Intelligent Manufacturing Operations: It helps build agile factories and processes by integrating predictive technologies, IoT, and mixed reality. This improves throughput, quality, and delivery while actively reducing costs.
  • Maximized Asset Uptime and Lifespan: The software supports proactive maintenance to reduce equipment downtime, improve Overall Equipment Effectiveness (OEE), and maximize the longevity of your assets.

Dynamics 365 is one of the first ERP systems to integrate Artificial Intelligence directly into the workflow. Microsoft Copilot is used not only to automate routine tasks (e.g., generating product descriptions or analyzing financial anomalies), but also to predict retail demand with unmatched accuracy. This allows the IT department to support not only the back-office but also critical business decisions.

The era of rigid, monolithic ERPs is over. The D365 architecture allows for rapid adaptation to business changes through the Microsoft Power Platform. Using a Low-Code / No-Code approach, the IT team can create specialized Power Apps, integrate them with the ERP, and automate unique business processes (e.g., data collection in the warehouse) without the need for complex coding or core system updates. This significantly reduces vendor dependence and accelerates the time-to-market for new features.

Choosing a Cloud ERP deployment in Azure ensures unparalleled security and scalability. While you can opt for a hybrid or on-premises (local) deployment, the Azure cloud model provides automatic updates, geographic redundancy, and compliance with the strictest international security standards.

The Ecosystem Advantage: Dynamics 365 vs. the Monolith system

Unlike standalone ERPs, Microsoft Dynamics 365 Finance & Operations is part of a unified ecosystem. It natively integrates with the tools your team already uses (Microsoft 365) and the infrastructure you trust (Azure).

Starting from the basic needs of any retail company, such as managing logistics and tracking finances, you can extend your ecosystem further (for instance, by changing the CRM) when you need it. Microsoft ecosystem allows you to switch step by step.

Up-to-date software is key to the effectiveness of the entire IT department, primarily if they constantly work within a single ecosystem.

Our offers for retail on Microsoft Appsource

ERP diagnostic for Retail: Proof of concept

Envision the potential transformation and improvements for your business processes.

10 000$

4-6 weeks

  • Kick off meeting
  • Functional workshops
  • Technical workshops
  • Commercial proposal
Best value deal

ERP diagnostic for Retail: Assessment

Unlock the full potential of your retail operations with an in-depth assessment.

16 000$

6-8 weeks

  • Kick off meeting
  • Functional workshops
  • Technical workshops
  • Envisioning workshop
  • 2 Demo cases
  • Commercial proposal

Diagnostic of D365 CRM customer data platform & marketing for Retail

Upgrade your customer engagement, boost marketing efforts, and drive sales.

3 000$

2 weeks

  • Kick off meeting
  • Functional workshops
  • Technical workshops

  • Demo case

  • Commercial proposal

Diagnostic of D365 CRM contact/call center for Retail

Amplify customer service, streamline call center operations, and elevate customer satisfaction.

3 000$

2 weeks

  • Kick off meeting
  • Functional workshops
  • Technical workshops

  • Demo case

  • Commercial proposal

Available services

Diagnostic
ERP implementation
ERP implementation
CRM implementation
Support
Development
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Power BI implementation

WMS implementation

CDP implementation

Power Platform implementation

Customer stories

Speed and efficiency in action: discover our projects

“We need to change the mindset that it’s better to stay with legacy systems. That’s why we chose Microsoft, which offers cutting-edge technology that people are familiar and confident with, knowing that many businesses rely on it around the world.”

Olena Pastukhova, Program Lead and Business Architect at Ukrenergo

Product

Dynamics 365 Finance

Dynamics 365 Supply Chain Management

Using Power Platform technologies, the NPL team can significantly increase their time efficiency by accessing updated reporting, alerts, task management, workflow tracking, product updates, and risk control.
Product

Power Platform

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Ready-to-use solution for retail

We’re ready to help improve your business and increase your competitiveness in the marketplace. Contact us today to discuss how Microsoft Dynamics 365 for Retail can help you achieve your goals.