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Dynamics 365 for Retail

Unify commerce, inventory, and customer experience on a connected platform

25%+

Inventory accuracy improvement

20–30%

Faster fulfillment

15–20%

Increased retention

Why Dynamics 365 for Retail

According to Microsoft’s May 2026 retail and consumer goods AI TEI summary , Microsoft AI solutions are projected to deliver 124% to 282% ROI over three years, making connected retail data and operations essential for scalable AI adoption.

ERP for complex operations

True unified commerce

Manage pricing, promotions, inventory, and orders across all channels in one system.

Real-time inventory visibility

Real-time inventory visibility

Eliminate gaps between stores, warehouses, and online channels.

Adaptive Planning and Scheduling

Built for scale

Support multi-store and multi-region operations without fragmentation.

Seamless Shop Floor Integration

Stronger backend than standalone commerce platforms

Connect commerce directly with finance and supply chain.

Data-driven decision making

Data-driven decision making

Turn operational data into actionable insights.

AI-Driven Retail with LevelShift + Copilot

What's Included

AI enhances operations:

Personalized product recommendations and offers

Demand forecasting and inventory optimization

Automated customer service responses

Sales and promotion performance insights

Natural-language queries for faster decision-making

Early Adoption Support

Smart Queries

"Which products are underperforming across locations?"

"What is the current stock availability by store?"

"Which promotions are driving the most revenue?"

"Show delayed orders and fulfillment gaps"

AI copilots help retail teams act faster with real-time insights.

Core Capabilities

AreaWhat It Enables
πŸ›’Commerce
Unified commerce across POS, eCommerce, and mobile channels, pricing and promotions management
πŸ“¦Inventory
Real-time inventory visibility across stores and warehouses, stock optimization, replenishment
🚚Supply Chain
Demand planning, order fulfillment, logistics coordination, supplier management
πŸ‘€Customer
Customer profiles, loyalty programs, personalized engagement, omnichannel experience
🏬Store Operations
POS operations, store management, workforce coordination, in-store performance tracking
πŸ“ŠAnalytics
Sales insights, demand trends, promotion performance, customer behavior analysis
πŸ”—Integration
eCommerce platforms, POS systems, payment gateways, logistics and third-party integrations

Implementation Approach

1

Understand & Assess

Review your current systems, workflows, and business requirements to identify gaps, dependencies, and opportunities for improvement.

2

Structure

Define processes, data models, and system architecture aligned to your operations, ensuring the solution reflects how your teams actually work.

3

Implement

Configure and deploy Dynamics 365 in controlled phases, focusing on usability, scalability, and minimal disruption to ongoing operations.

4

Integrate & Transition

Connect existing systems, migrate data with accuracy, and ensure a smooth transition with minimal business impact.

5

Stabilize & Improve

Drive user adoption, address gaps, and continuously optimize performance to ensure long-term value.

Services We Offer

Consulting Services

Solution advisory and planning

Define the right approach for your retail model.

Implementation Services

End-to-end implementation

Deploy commerce and operations capabilities.

Integration Services

Integration and connectivity

Connect POS, eCommerce, and logistics.

Customization

Process optimization

Improve inventory and fulfillment efficiency.

Resource Management Setup

Data migration and modernization

Ensure smooth transition.

Support & Managed Services

Ongoing support and enhancement

Continuously improve outcomes.

Customer Impact

Simplifying Multi-Entity Retail Operations with Dynamics 365 Business Central

A fast-growing online retailer needed to move away from legacy ERP complexity, manual sales order processes, and time-consuming intercompany transactions. LevelShift implemented Dynamics 365 Business Central and integrated it with key retail, pricing, and AP systems to improve accuracy, automation, and scalability.

Read the Full Story

Built for multi-entity growth

Dynamics 365 Business Central and Multi-Entity Management helped simplify intercompany operations and support continued business expansion.

Less manual order and AP work

Deck Commerce and Continia Document Capture integrations helped automate sales order creation, transaction posting, and accounts payable processing.

Better accuracy and visibility

Azure-based pricing integration enabled real-time pricing updates in purchase orders, while automation improved transaction accuracy across retail operations.

Why LevelShift

Deep expertise

Experience across both commerce and backend retail operations

Proven enterprise ERP

Ability to connect POS, eCommerce, and ERP seamlessly

In-Depth Revenue Cloud Expertise

Focus on operational efficiency, not just front-end experience

Quickstart and Accelerators

Scalable approach aligned to retail growth

Flexible Delivery Model

Continuous optimization beyond implementation

Our Perspectives

FAQs

It connects online and in-store operations with shared inventory, pricing, and fulfillment.
Yes, it connects with most platforms through standard integrations.
It provides real-time visibility across locations to reduce stock issues.
It aligns inventory and logistics for faster delivery.
Yes, it scales across multiple locations and regions.
Assessment, setup, integration, data migration, and optimization.
Typically 3 to 6 months.

Unify your commerce and operations across every channel

Deliver consistent customer experiences while improving inventory accuracy and fulfillment.

Schedule a Consultation