Unify Technologies Ltd 3rd Floor 86 - 90 Paul Street, London, United Kingdom, EC2A 4NE 0204 570 1449

Smarter Distribution Starts Here

Transform your Operations with
Microsoft Dynamics 365

Distribution businesses today are under constant pressure to move faster, operate leaner, and deliver better customer experiences — all while maintaining tight control over inventory, margins, and supply chains. Yet many organisations are still held back by disconnected systems, manual processes, and a lack of real-time visibility.

At Unify Technologies, we help distribution companies modernise their operations with Microsoft Dynamics 365 — a powerful, ecosystem with a range of solutions designed to connect every part of your business operations.

Why Distribution Businesses struggle to scale

Common Challenges include:

Customer & Account Complexity

  • Managing large, diverse customer bases with limited segmentation capability
  • Rebate agreements, tiered pricing and contract terms often managed outside CRM
  • No single, unified view of customer activity across sales, credit and order history

Supplier & Product Management Gaps

  • CRM focused on customers,
    not suppliers
  • Vendor pricing changes and product updates difficult to manage


Disconnected CRM, ERP & Warehousing

  • CRM systems not fully integrated with ERP,
    limiting real-time stock and order visibility
  • Warehouse and logistics data sits in separate systems
  • Returns and credits managed outside CRM creating incomplete customer records

Reporting & Demand Visibility

  • Limited insight into customer growth, decline or churn
  • Difficulty linking CRM activity with ERP performance
  • Unreliable forecasting due to incomplete data

Sales & Pricing Challenges

  • High transaction volumes making pipeline management difficult
  • Sales teams going outside the system for accurate pricing
  • Limited visibility of renewal cycles and repeat orders


User Adoption & Operational Efficiency

  • Systems that slow sales teams down are quickly abandoned
  • Poor mobile and offline access
  • Slow onboarding for new sales staff


The Solution:
Connecting CRM, ERP & Operations

Overcoming these challenges requires a connected ecosystem that brings together customer engagement, sales processes, inventory, logistics and financials. 

Real-Time Inventory & Warehouse Management

  • Real-time inventory tracking
  • Multi-location management
  • Batch and serial tracking
  • Automated replenishment

Integrated
Financial Management

  • Real-time reporting
  • Multi-currency
  • Fully integrated finance

Streamlined Sales &
Order Processing

  • Faster order processing
  • Flexible pricing
  • Backorder tracking
  • Customer insights

AI-Powered with
Microsoft Copilot

  • AI-assisted product creation
  • Faster reporting
  • Automated summaries

Intelligent Purchasing &
Supply Chain

  • Demand forecasting
  • Supplier management
  • Automated purchase planning

Real-Time Insights
with Power BI

  • Live dashboards
  • Profitability analysis
  • Sales insights

Business Benefits

Business benefits include improved inventory accuracy,
faster fulfilment, better visibility and more data-driven
decision-making.

Download our solution guide to Smarter Distribution with Microsoft Dynamics 365 Business Central.

Contact us to arrange a demo or consultation.