150
Employees
USD 65 M
Annual Revenue
Real-Time
Dual Write Sync
1
Broker Self-Service Portal
- Overview
Specialty Food & Beverage Portfolio
This mid-size US specialty food and beverage manufacturer produces individually quick frozen (IQF) herbs, specialty vegetables, purées, sauces, pastes, and custom culinary blends for national foodservice, retail, and food manufacturing brands. The Microsoft Dynamics 365 Finance & SCM and Power Pages implementation digitized broker network management — replacing manual Sales and Finance coordination.
A mid-size US specialty food and beverage manufacturer with USD 65 million in annual revenue digitized its broker network management — providing real-time order visibility, automated commission data, and instant invoice access through a Microsoft Dynamics 365-integrated Power Pages portal.
Specialty Food & Beverage Portfolio & Broker Management Platform
IQF Herbs & Specialty Vegetables
Individually quick frozen herbs and specialty vegetables supplied to national foodservice and retail brands — managed through Dynamics 365 Finance & SCM.
Purées, Sauces & Custom Blends
Clean-label purées, sauces, pastes, and custom culinary blends managed across the D365 supply chain from production through broker-driven distribution.
Broker Self-Service Portal
Power Pages portal providing real-time order visibility, commission data, and invoice access — integrated live with D365 Finance & SCM via Dual Write.
Commission Management Automation
Custom API engine delivers real-time broker commission calculations from D365 Finance — replacing manual Finance team extracts shared via email.
Invoice PDF Self-Service Access
Azure Blob Storage invoice archival with one-click PDF download from the broker portal — eliminating manual Finance team invoice distribution entirely.
Multi-Broker Account Management
Configurable super user authorization model allowing designated users to manage data across multiple broker accounts from a single portal login.
5 Core Business Functions Powering Broker Management in Dynamics 365
The organization operates five interconnected broker management functions across self-service ordering, commission reporting, invoice access, multi-account management, and real-time data sync — all powered by Microsoft Dynamics 365 Finance & SCM and Power Pages.
01
Broker Self-Service Order Visibility
The Power Pages broker portal provides authenticated brokers with real-time access to sales order status, order history, and aging reports — pulled live from Microsoft Dynamics 365 Finance & SCM via Dual Write synchronization. Brokers no longer need to contact the Sales team for status inquiries, dramatically reducing internal coordination overhead.
02
Automated Commission Reporting
A custom commission reporting API dynamically queries commission calculation tables in D365 Finance & SCM and surfaces real-time broker commission data through the portal — replacing point-in-time manual Finance extracts sent via email. Brokers always see up-to-date figures based on live ERP data.
03
One-Click Invoice PDF Access
Invoice PDFs generated in Dynamics 365 Finance are automatically published to Azure Blob Storage and linked to portal records. Brokers access current and historical invoices on demand with a single click — with no Finance team involvement required and no email requests.
04
Multi-Broker Super User Authorization
A configurable super user model allows designated national broker managers to view and manage data across multiple individual broker accounts from a single portal login — supporting the organizational structure of national food distribution broker relationships in the D365 Power Pages environment.
05
Real-Time Dual Write Data Synchronization
Dual Write provides real-time bidirectional synchronization between Microsoft Dynamics 365 Finance & SCM and the broker portal's Dataverse layer — ensuring order status changes, commission updates, and invoice availability reflect immediately on the portal without data latency or batch sync delays.
From Portal Login to Invoice Download — Fully Self-Service
Each broker interaction follows a D365-governed process — from secure portal login through real-time order tracking, commission data access, invoice download, and multi-account management — all powered by live Dynamics 365 Finance & SCM data via Dual Write.
Broker Portal Login
Brokers authenticate securely into the Power Pages portal with role-based access — including super user multi-broker account capability.
Real-Time Order Tracking
Live sales order status, order history, and aging data pulled from D365 Finance & SCM via Dual Write — updated in real time without manual refresh.
Commission Data Access
Real-time broker commission reports generated dynamically via custom API from D365 commission tables — available on demand in the portal.
Invoice PDF Download
One-click invoice PDF access from Azure Blob Storage — current and historical invoices instantly available without Finance team involvement.
Multi-Broker Account View
Super users access and manage multiple broker accounts from a single portal session via the configurable authorization model.
Dual Write Live Sync
All D365 data changes (orders, invoices, commissions) reflect on the portal in real time via Dual Write — zero data latency for brokers.
D365 Finance & SCM with Power Pages Broker Portal
The technology landscape is anchored by Microsoft Dynamics 365 Finance & SCM, extended with Power Pages for broker self-service, Dual Write for real-time sync, Azure Blob Storage for invoice archival, and a custom commission reporting API.
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D365 Finance & SCM
Core ERP · Orders · Invoices · Commissions
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Microsoft Power Pages
Broker Self-Service Portal
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Dataverse
Portal Data Storage · User Auth & Access
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Dual Write
Real-Time D365 ↔ Portal Data Sync
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Power Automate
Event-Driven Workflow Automation
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Azure Blob Storage
Invoice PDF Archival & Download
-
Custom Commission API
Dynamic Real-Time Commission Queries
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Microsoft/Core
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Third-Party/ISV Integration
A Real-Time Connected Ecosystem for Broker Management
Microsoft Dynamics 365 Finance & SCM serves as the data backbone for the broker portal — connected in real time via Dual Write. Invoice PDFs flow from D365 Print Management into Azure Blob Storage automatically. The custom commission API queries D365 tables dynamically, ensuring brokers always see current figures.

Purpose-Built Broker Portal Extensions for Food & Beverage Distribution
DynaTech Systems delivered targeted portal, commission, and invoice automation solutions to address the organization's broker network management requirements on Microsoft Dynamics 365 Finance & SCM and Power Pages.
Power Pages Broker Self-Service Portal
A Microsoft Power Pages portal integrated with Dynamics 365 Finance & SCM via Dual Write — providing brokers with real-time order visibility, commission reports, and invoice PDF access from a single authenticated self-service interface.
Custom Commission Reporting API
A dynamic commission API built to query Dynamics 365 Finance commission tables in real time — surfacing accurate, live broker commission data in the portal and eliminating manual Finance team export workflows.
Azure Blob Storage Invoice Archival
Invoice PDFs from D365 Finance automatically pushed to Azure Blob Storage and linked to portal records — enabling one-click broker download of current and historical invoices.
Multi-Broker Super User Authorization Model
A configurable super user authorization model within the Power Pages portal — allowing national broker managers to access and manage data across multiple individual broker accounts from a single login.
Dual Write Real-Time Data Sync
Dual Write configuration connecting Dynamics 365 Finance & SCM with the Power Pages portal's Dataverse layer — ensuring all order, commission, and invoice data reflects in real time with zero latency.
Project At a Glance
Microsoft Dynamics 365 Finance & SCM Implementation
-
Industry
Food & Beverage Manufacturing / Grocery Retail
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Products
IQF herbs, specialty vegetables, purées, sauces, custom blends
-
Employees
150
-
Annual Revenue
USD 65 Million
-
Headquarters
California, USA
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Core Platform
D365 Finance & SCM + Power Pages
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Solutions Delivered
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Implementation Partner
DynaTech Systems
Functional · Technical · Integration
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Customization Scope
Medium — 5 Custom Modules & API Extensions
Digitize broker management and commission reporting with Microsoft Dynamics 365 Finance?