Dynamics 365 for trade and distribution
Consistent sales, inventory under control, and margin on one platform.
In trade, the customer does not see channels, they see one company: a price, availability, and service that have to match everywhere. For trading and distribution firms, ANEGIS implements Dynamics 365, in which the store, e-commerce, and B2B sales work on the same stock, prices, and customer data, and finance sees the margin in real time, with KSeF and JPK from day one. We know trade from the shelf and warehouse side, not just the system.
Key Challenges
Trade has to be consistent across channels, with inventory and margin under control. Unfortunately, the systems usually work separately.
Sales channels operate in isolation
The store, e-commerce, B2B, and call center on separate systems produce inconsistent prices, stock, and customer view.
Stock scattered across channels
Without live visibility of inventory, it is hard to promise availability and avoid shortages or surpluses.
Margin pressure without cost control
Without a live view of costs and prices, it is hard to defend profitability.
Replenishment on gut feel
Without demand forecasts, capital is either frozen in stock or missing from the shelf.
B2B handled like retail
Without portals, branch catalogues, and trade credit management, it is hard to serve business customers.
Polish compliance and reporting
KSeF, JPK, and reporting add requirements that older systems cannot keep up with.
We will help you transform
One platform for trade: sales, inventory, and finance on shared data
We implement Dynamics 365 as one system that ties together omnichannel and B2B sales, the supply chain, that is, inventory, the warehouse, procurement, and replenishment, and finance and margins. Today the sales channels and back-office tools usually work separately.
We run them on shared data, with Polish compliance built in from day one.
We implement in stages, using a methodology based on Success by Design and with risk control.
What makes up the solution for trade and distribution
Microsoft Dynamics 365 Commerce
Deliver a consistent shopping experience across every sales channel, connecting physical stores, online stores, and customer service.
Microsoft Dynamics 365 Supply Chain Management
Optimise production, inventory, and logistics with real-time visibility and AI-based forecasts.
Microsoft Dynamics 365 Finance
Automate financial processes and gain real-time insight into the company's health with AI-based analytics.
Microsoft Power BI
Turn data into interactive reports and dashboards to make decisions based on current information.
Sell consistently. Keep inventory in check. Protect the margin.
Sales channels, inventory, and finance stop drifting apart when they run on one platform, with demand forecasts, real-time stock visibility, and Polish compliance from day one.
See how we change technology companies
Microsoft Dynamics 365 Sales implementation for Georg UTZ
New Yorker
Westfield
Nicols
What Dynamics 365 delivers in trade
Consistent sales across every channel. The same prices, stock, and customer view in the store, e-commerce, and B2B.
Stock under control. Live visibility of inventory limits both shortages and surpluses.
Defending the margin. A live view of costs, prices, and profitability lets you react before the margin slips.
More accurate replenishment. Demand forecasts replace guesswork, so capital is not tied up in stock.
Smooth B2B service. You handle portals, branch catalogues, and trade credit management in one system.
Polish compliance and lower risk. KSeF, JPK, and reporting stay under control, rather than a chase against deadlines.
Why trading firms choose ANEGIS
- We specialise in Dynamics 365. We combine knowledge of trade with a narrow specialty in one system.
- Sales, inventory, and finance on one platform. Omnichannel and B2B work coherently with the back office, on shared data.
- Polish compliance from day one. KSeF, JPK, and the Polish Localisation Pack are in place from the start.
- Experience in multichannel and international trade. We handle many channels, locations, and jurisdictions.
- Proven project delivery, all the way to project recovery. We implement using a methodology based on Success by Design, with risk control, and if needed we take over and recover at-risk projects (project recovery).
How we support trading and distribution firms
Pre-implementation audit
We will assess your processes and requirements before the project starts, to choose the optimal scope and avoid costly mistakes.
Rollout
Extend a proven Dynamics 365 solution to further branches and countries, keeping processes and standards consistent across the whole organisation.
Functional extensions
Extend the standard capabilities of Dynamics 365 with functions tailored to your business processes and industry requirements.
Managed support
We will provide ongoing care for your Dynamics 365 environment, responding to tickets and keeping the system stable and trouble-free.
Frequently asked questions about Dynamics 365 for trade and distribution
Which commerce models do you support?
Retail, meaning store chains, e-commerce, and omnichannel. Wholesale and distribution with B2B sales. Manufacturers with B2B and direct-to-customer sales. And multichannel, international businesses.
Which Dynamics 365 products are the foundation for commerce?
Dynamics 365 Commerce on the omnichannel and B2B sales side, usually with Supply Chain Management for stock and the warehouse, and Finance for margins and compliance.
How do you provide visibility into stock?
With live visibility of inventory across channels and warehouses, which lets you make more accurate availability promises.
Do you account for KSeF and JPK?
Yes. We build Polish compliance (KSeF, JPK, Polish Localisation Pack) in from the start, on the Finance side.
Where do you start in the retail sector?
With an assessment of sales, inventory, and finance processes as part of the pre-implementation audit, which points to the scope and sequence.
Let's see where the greatest value is created in your trade
