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.
Core Capabilities

Specialty Food & Beverage Portfolio & Broker Management Platform

IQF Herbs & Specialty Vegetables IQF Herbs & Specialty Vegetables_h
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 Purées, Sauces & Custom Blends_h
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 Broker Self-Service Portal_h
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 Commission Management Automation_h
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 Invoice PDF Self-Service Access_h
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 Multi-Broker Account Management_h
Multi-Broker Account Management

Configurable super user authorization model allowing designated users to manage data across multiple broker accounts from a single portal login.

Business Functions

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.

Business Processes

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 Broker Portal Login_h
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 Real-Time Order Trackin_h
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 Commission Data Access_h
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 Invoice PDF Download_h
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 Multi-Broker Account View_h
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 Dual Write Live Sync_h
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.

Technology Stack

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.

  • D365 Finance & SCM

    Core ERP · Orders · Invoices · Commissions

  • Microsoft Power Pages

    Broker Self-Service Portal

  • Dataverse

    Portal Data Storage · User Auth & Access

  • Dual Write

    Real-Time D365 ↔ Portal Data Sync

  • Power Automate

    Event-Driven Workflow Automation

  • Azure Blob Storage

    Invoice PDF Archival & Download

  • Custom Commission API

    Dynamic Real-Time Commission Queries

  • Microsoft/Core

  • Third-Party/ISV Integration

Integrations

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.

Integrations
Customizations & Extensions

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.

Automation
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.

Automation
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.

Integration
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.

Automation
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.

Integration
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.

Digitize broker management and commission reporting with Microsoft Dynamics 365 Finance?

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