Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 2 · Evaluate
Industry
Every Till, One Ledger.
POS sales that reach finance a day late, promotions that break stock accuracy, and tax invoices handled outside the system.
How we solve it
Business Central with RetailFlow 365 and DigiTaxFlow 365, so each sale is submitted, posted and reflected in stock as it happens.
What you get
POS with offline resilience
Real-time stock by store
Receipts submitted to the tax authority
Loyalty and Customer Insights
Retail and distribution: from every till to the ledger
A single flow from the shelf to the tax authority to the books, across stores, route sales and e-commerce.
Dynamics 365
Retail, stock, finance and customer engagement
Power Platform
Store and van apps, approvals and automation
Azure
Integration to payments, marketplaces and tax authorities
Power BI & Fabric
Sales, margin and stock performance by store and channel
Copilot & agents
Assistance for planners, buyers and service teams
Microsoft 365 & Teams
Approvals and daily summaries in Teams
Start Customer purchase at a till, van or online
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Sell Take the sale Tills and the van selling app record sales with promotions, online or offline. Dynamics 365 Power Platform RetailFlow 365 DistributionFlow 365
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Comply Submit the receipt Each receipt or invoice goes to the tax authority from inside posting. Dynamics 365 DigiTaxFlow 365 Integration Tax authority connectors Control point
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Stock Update store and van stock Stock moves are posted from handhelds as they happen. Dynamics 365 Power Platform StockFlow 365
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Fulfil Fulfil omnichannel orders Marketplace and web orders become sales orders and are tracked to delivery. Dynamics 365 Azure FulfillmentFlow 365 Integration Marketplace and delivery-partner feeds
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Deliver Plan and run delivery Loads, routes, proof of delivery and trip costs are managed in one place. Dynamics 365 FleetFlow 365
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Settle Post settlements and end of day Marketplace settlements and end-of-day figures post to clearing accounts and the ledger. Dynamics 365 FulfillmentFlow 365 RetailFlow 365
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Understand Know customers and margin Customer data, loyalty and margin by SKU and channel feed decisions. Dynamics 365 Power BI & Fabric Copilot & agents Integration Customer Insights and Power BI
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Report Close the day and the month Reporting reaches finance and store managers without re-keying. Power BI & Fabric Microsoft 365 & Teams
Result Posted sales, reconciled stock and live margin
This is the standard pattern we implement. The exact scope, systems and integrations are confirmed with you in a discovery workshop.
Our approach
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02
03
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Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
Platform and products for this sector
Retail, Wholesale & FMCG programmes typically run on Dynamics 365 Business Central, Dynamics 365 Customer Insights, Dynamics 365 Sales & Customer Service, with RetailFlow 365, StockFlow 365, DigiTaxFlow 365, FulfillmentFlow 365, FleetFlow 365 covering the sector-specific gaps. Which combination applies depends on entity count, integration load and the reporting you must produce from the ledger.
How a programme runs
We start with the process that hurts most in the sector, not with the whole ERP. Discovery and fit-gap on your own processes, a design signed off by finance and operations, a pilot on real documents, then roll-out in phases with hypercare after go-live.
Discover: workshops, data audit and written fit-gap
Design: blueprint, integrations and the extensions that are justified
Deploy: configuration, migration rehearsals, training and cutover
Support: hypercare, managed services and optimisation reviews
Frequently asked questions
Which Dynamics 365 platform suits Retail, Wholesale & FMCG?
Dynamics 365 Business Central, Dynamics 365 Customer Insights, Dynamics 365 Sales & Customer Service. Entity count, integration load and regulatory reporting decide between them, not headcount.
Which Software Dynamics products apply to Retail, Wholesale & FMCG?
RetailFlow 365, StockFlow 365, DigiTaxFlow 365, FulfillmentFlow 365, FleetFlow 365. Each product page lists the platform it runs on and what it adds to the standard product.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.