300

Platform users

D365 Sales + Finance

Unified CRM/ERP

Power Pages

Self-service portal

Dual Write

Sales-to-Finance sync

The Business

From a legacy system to one connected sales-to-cash flow

This organization manages promotional merchandise programs for sports teams and enterprise brands, spanning custom apparel, decorated goods and vendor-produced merchandise. Running that on a legacy platform meant sales, finance, vendor and shipping data lived apart. Moving to a unified Dynamics 365 Sales for promotional merchandise setup, with Power Pages self-service portal for customers, closed that gap.

Sales Operations

Lead through opportunity, quote and order lifecycle, with margin validation and approval workflows built in.

Customer Experience

A self-service portal for quotes, orders, invoices and payments, giving customers status visibility without a phone call.

Finance & Accounting

Invoicing and payments through a dedicated gateway, automated tax calculation, and a direct sync into D365 Finance.

Vendor & Product Management

Catalog standardization with live product data, vendor tier pricing, and artwork or decoration details carried through the quoting process.

The Solution

Quote to order to invoice, without re-keying data

A D365 vendor collaboration ERP setup carries artwork, pricing and order details from quote through to the vendor, while Dynamics 365 payment gateway integration and tax automation keep finance in sync at every step.

01

Quotation Management

Quote versioning and governance, with margin validation, approvals and e-signature built into the flow.

02

Artwork & Decoration Flow

Logo, placement and size details move from quote to order to purchase order to vendor, so production teams see exactly what to produce.

03

Payments & Tax Compliance

Card and ACH payment collection with automated reconciliation, plus real-time tax rate calculation on every transaction.

04

Shipping & Rate Shopping

Carrier rate shopping across major shipping providers, connected directly to order updates.

Technology Stack

D365 Sales, Finance and a Power Pages self-service portal

The stack pairs core D365 applications with best-of-breed tools for payments, tax and logistics, connected through dual write and API integrations.

 

Application / Area

Purpose

Dynamics 365 Sales

Accounts, contacts, leads, opportunities, quotes, orders and invoices.

Dynamics 365 Finance

Invoicing, payments and purchase orders, synced with Sales via Dual Write.

Power Pages Portal

Customer self-service for quote requests, order visibility, invoices and payments.

Payment Gateway

Card and ACH payment collection with reconciliation.

Tax Engine

Automated, real-time tax rate calculation on transactions.

Shipping Integration

Rate shopping and tracking across major carriers.

Product Catalog API

Live SKU, pricing and vendor data inside quotes.
D365 Sales for promotional merchandise Customer and dealer portal D365 Dynamics GP to D365 finance migration Power Pages self-service portal D365 vendor collaboration ERP Dynamics 365 payment gateway integration
Where It Runs

Cloud-hosted on Microsoft Azure

The customer and dealer portal on D365 sits on Azure alongside the CRM and ERP, keeping every integration inside a single, secured cloud environment.

Cloud & Identity

Microsoft Azure hosting for the portal and integrations, with Microsoft Entra ID providing role-based access for internal and external users.

Data Storage

Transactional data in Dataverse, with generated documents such as quote PDFs stored in Azure Blob Storage.

Security

Role-based access controls, plus approval and margin controls layered into the sales process itself.

Environments & Releases

Development, Test/QA, UAT and Production environments, with a defined change approval process and agile delivery cadence.

The Outcome

What the platform delivers today

Outcome Outcome_Image

One connected flow from lead to quote to order to invoice, with no manual re-entry between sales and finance.

Outcome Outcome_Image

A Power Pages self-service portal that gives customers direct visibility into quotes, orders, invoices and payments.

Outcome Outcome_Image

Artwork and decoration details that travel with the order all the way to the vendor.

Outcome Outcome_Image

Automated tax calculation and payment reconciliation on every transaction.

Outcome Outcome_Image

Carrier rate shopping built directly into the order process.

Project At a Glance

  • Industry

    Promotional Products & Sports Merchandising

  • Headquarters

    United States (North America)

  • Scale

    300 users, mid-sized enterprise

  • Platform

    D365 Sales & Finance + Power Pages

Running promotional merchandise or vendor-based sales?

DynaTech builds D365 Sales for promotional merchandise businesses,
complete with vendor collaboration, payment gateway integration and a
Power Pages customer portal.

 

Talk to DynaTech
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