Microsoft Dynamics 365 Operations CPG & Distribution

Wholesalers Transform Their Business with Process Automation

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Steve Shebuski, VP of Digital Strategy
Steve Shebuski, VP of Digital Strategy

Guiding businesses through their digital transformation journey

The wholesale industry is facing rapid change. Mergers and acquisitions, product innovation, and the impact of B2C trends on the B2B space, have led wholesalers to feel increasing pressure to transform in order to compete.

In order to keep up with this fast moving market, wholesalers are looking to platforms like Microsoft Dynamics 365 for Finance and Operations to transform their business.

Automating Processes

Every business has process rules, and that is especially true for wholesalers. Wholesalers routinely use people to manage workflows, approvals, orders, and invoicing.

With D365FO, wholesalers can automate processes and have their workers manage the exceptions, and not the entire process. They can set the business rules, process flow, and who to alert if something isn't going as defined. This allows teams to focus on the areas that need the most attention, and not just on completing tasks.

Here's a straightforward example of how automation within D365FO can transform a process that would have involved multiple people, from several departments, across different locations:

Step 1: A customer, who has a few past due invoices, places an order via EDI.

Step 2: D365FO places a temporary hold on the order and a notification is sent to specific individuals per business rules. This could include the sales rep and account manager. At this point, the organization can create another process to manage collections.

Step 3: Once the temporary hold is removed, the order is placed back in line to reserve inventory.

Step 4: The order is moved to the fulfillment processes.

The Right Automation For Your Business

Automating processes creates efficiencies while also reducing errors. It allows you to set the business rules, create processes, manage exception with your people, and leave the execution to D365

If you have questions about what automation would optimize your business, please reach out to us.


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