web analytics
skip to main content

How to modernize your B2B business systems with Microsoft and Cloudfy

computer systems

Business-to-business (B2B) systems are complex, so effective enterprise resource planning (ERP) is essential to success. 

Your approach is a business-critical decision because it affects every aspect of your operations including finances, supply chain, reporting, manufacturing and human resources. 

Here we look at how your business could benefit by integrating the comprehensive business tools available from Microsoft with a powerful “software as a service” (SaaS) ecommerce solution in the cloud like Cloudfy

Why businesses choose Microsoft and Cloudfy 

Microsoft and Cloudfy are good choices for businesses starting their B2B ecommerce journey, providing cost-effective and flexible options to deliver a seamless sales order portal for your customers. For more established businesses there are also many benefits if you’re looking for powerful cloud-based ERP and customer relationship management (CRM) systems. 

Microsoft is recognized as one of the top-tier ERP solutions and its common data model and application programming interface (API) support cost-effective and powerful integrations and customizations. 

Integrated with a cloud-based platform like Cloudfy, your customer’s journey can be based on a single source of data. They will be able to access real-time information about products, pricing, transactions, stock levels and the progress of their order at any time and from anywhere. 

Customer-centric experiences 

Demand for omnichannel customer-focussed online experiences is growing and this will affect your B2B approach. Microsoft Dynamics 365 Commerce delivers integrated, secure, and seamless journeys. If you also sell directly to consumers (D2C), you can use the same solution throughout. 

The recently announced 2021 release wave 2 plans for Microsoft Dynamics 365 and the Microsoft Power Platform offer new capabilities to be released between October 2021 and March 2022. 

Microsoft Dynamics 365 for your ecommerce business 

Marketing The drive to improve customer experiences and create targeted customer journeys across all your touchpoints requires powerful marketing tools. The new segmentation builder allows your marketers to create segments quickly and easily using natural language for leads and custom entities. They can generate email content using the new GPT-3 AI and optimize it with streamlined AB testing tools. 

Sales Deal Manager is a new workspace for managing your sales pipeline with enhancements to the integration between Microsoft Dynamics 365 Sales and Teams, including additional collaboration tools and calling capabilities. It includes LinkedIn integration enhancements for easy access to Sales Navigator, forecasting updates, and guided selling improvements with Sales Accelerator

Finance Finance Insights allows you to focus on data-driven actions with out-of-the-box machine learning for financial operations. Usability has been enhanced and performance around fixed assets, year-end close, and financial dimensions have been improved.  

Supply chain Key areas such as resource planning, manufacturing, and warehousing can be used to optimize use of available material and capacity to avoid out-of-stock issues and streamline operations. New manufacturing scenarios have also been included to allow integration with common manufacturing execution systems (MES) and shop floor automation systems. 

Insights Audience insight allows you to understand and use customer data effectively to improve performance. The new release wave includes B2B churn predictions for individual customer records. Enhancements to Customer Insights include additional Power Query connectors and improvements to data integration. This provides individual and combined interactive analytics for web, mobile, and customer journey touchpoints for connected products. 

Reporting New report authoring tools are available for the Power BI service and Power BI mobile applications. This includes improvements to integration for channels, chats, and notifications within Teams. 

Customization Power Apps allow developers of all skill levels to create apps across the web and mobile devices. The new, unified Power Apps designer supports intelligent authoring using AI in Power Apps Studio to generate code using natural language for rapid app development. 

Chat bots The authoring experience has been improved with topic suggestions from bot sessions, portal integration, data loss prevention, and proactive bot update messaging in Microsoft Teams. New topic trigger management will also improve your bot’s triggering capabilities. 

Find out more 

Together, Microsoft Dynamics 365 and Cloudfy provide a seamless business solution. With our proven Cloudfy Microsoft Dynamics 365 Business Central app, we can integrate data to provide your customers with a seamless B2B ecommerce experience, with real time information about transactions, products, stock, orders and more. 

Find out how to harness the power of Microsoft and Cloudfy for your business. Talk to one of our experts today

Simplify

Your Cloudfy setup comes complete with a rich slate of automation tools and customer self-service features designed to minimize the reliance on your staff for routine tasks. Less admin burden, simpler IT stack, and smoother customer experiences - all out-of-the-box in a fast, turn-key setup.

Core Benefits - Simplify

Save $$$

Boost your bottom line by lowering your IT costs and reducing your admin expenses. Cloudfy's automation tools can slash your processing costs and eliminate multiple software licenses. Plus, you benefit from the IT savings of a done-for-you SaaS solution over pricey in-house development.

Core Benefits - Save

Scale

Your Cloudfy solution includes the premier slate of b2b ecommerce features for multi-national distribution that can be switched on as your business scales and your needs adapt: EDI ordering, Punchout, Multi-Store Configurations, Multi-Warehousing, Multi-Currency, Multi-Lingual and so much more.

Core Benefits - Scale
Core Benefits - Simplify Core Benefits - Save Core Benefits - Scale
  • SIMPLIFY

    Your Cloudfy setup comes complete with a rich slate of automation tools and customer self-service features designed to minimize the reliance on your staff for routine tasks. Less admin burden, simpler IT stack, and smoother customer experiences - all out-of-the-box in a fast, turn-key setup.
  • SAVE $$$

    Boost your bottom line by lowering your IT costs and reducing your admin expenses. Cloudfy's automation tools can slash your processing costs and eliminate multiple software licenses. Plus, you benefit from the IT savings of a done-for-you SaaS solution over pricey in-house development.
  • SCALE

    Your Cloudfy solution includes the premier slate of b2b ecommerce features for multi-national distribution that can be switched on as your business scales and your needs adapt: EDI ordering, Punchout, Multi-Store Configurations, Multi-Warehousing, Multi-Currency, Multi-Lingual and so much more.

    ERP Integration

    Cloudfy comes out-of-the-box with pre-built ERP integrations so launching your connected ecommerce webstore is just a simple, routine configuration task. This turn-key dynamic expedites your time-to-launch and keeps your setup and maintenance costs way down.

    EVERYONE BENEFITS FROM

    CUSTOMER SELF SERVICE

    Streamline your operation, improve customer satisfaction and accelerate your quote-to-cash cycle by giving your clients their own easy-access portal to tackle any-and-all routine requests including:
    Customer Self Service

    Complex Requirements? Bring it on!

    ENTERPRISE
    SOLUTIONS

    Featured Case Studies

    Complex Requirements? Bring it on!

    ENTERPRISE
    SOLUTIONS

    Featured Case Studies

    GET YOUR FREE GUIDE

    Picking the Right B2B Ecommerce Software

    10 Commonly Overlooked But Absolutely Critical Vetting Questions