Microsoft Software Serving B2B Wholesalers

Elise Dejour
Jun 18
2 min read

B2B Wholesalers: Why Digitalize Now?

In wholesale, margins are tight, volumes are high, and customer expectations are demanding. To stay competitive, B2B SMEs must be able to:

track inventory in real time,
anticipate stockouts,
manage customer-specific pricing,
deliver quickly,
and maintain smooth business relationships.

If you have too many disconnected tools, too much manual data entry, and insufficient visibility into your operations, it’s probably time to change your system. Microsoft Software Serving B2B Wholesalers

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A unified environment to manage your business with Microsoft Software Serving B2B Wholesalers

Microsoft doesn’t just offer software, but a complete, modular, and scalable platform. Each component addresses a key need while seamlessly integrating with the other tools you already use (Outlook, Excel, Teams, SharePoint...).

For a wholesale SME, this is a way to access the same tools as large enterprises, but at a scale that fits your business.

Dynamics 365 Business Central – The ERP for Modern SMEs

Microsoft Dynamics 365 Business Central is the ERP designed for SMEs. It covers all management functions:

sales and purchasing,
inventory management,
accounting, VAT, and multi-currency,
logistics, traceability, and inventory control.

It offers a 360° view of your operations and helps you make real-time decisions.

Why is Business Central ideal for wholesale? Because it allows you to track every order, item, and customer within a single system. It alerts you to stockouts, calculates your margins, and adapts to your B2B processes. By integrating predictive AI tools, Business Central can also anticipate replenishment needs and detect accounting anomalies.

Dynamics 365 Sales – A CRM Focused on Sales Performance

Track B2B prospects and customers
Record communication history and monitor opportunities
Automate sales tasks
Forecast revenue

You align marketing, sales, and customer service within a single tool. Additionally, Copilot AI helps your teams save time on daily repetitive tasks. Check out our latest article on the topic.

Why is this essential for wholesalers?

In B2B sales, customer relationships rely on personalization, responsiveness, and trust. A CRM connected to your ERP enables your salespeople to know what the customer ordered, at what price, when it was delivered, and if stock remains. It’s a true tool for commercial efficiency.

Power BI – Manage Your Margins, Customers, and Products

Real-time dynamic dashboards
Sales analysis by segment, region, or product
Monitoring commercial and logistics performance
Combining CRM and ERP data

Your decisions are based on consolidated data. No more manual data compilation: you get real-time insights presented as clear graphs that help you adjust decisions on purchasing, promotions, staffing, and more.

Field Service – Optimize Your Field Operations

Scheduling deliveries, installations, or after-sales service
Assigning drivers or technicians
Electronic signature and real-time tracking
Automated reports synced with your ERP

An ideal solution for B2B distributors who work on-site with their clients.

Whether you perform regular deliveries, assembly, or on-site after-sales service, Field Service lets you plan everything, track all activities, and sync field operations with your ERP. The result: less paperwork, fewer oversights, and greater customer satisfaction.