Become your customers’ favorite retailer.

Deliver the personalized shopping experience they expect.

Dynamics 365 for Retail Overview

Retailers have diverse needs, from customer engagement to merchandising. So, it’s no wonder that they often count on many different systems to run their businesses.

But this strategy makes running a store much harder than it should be. It leads your staff to spend much of their time manually entering data into separate systems. Not only that, getting the complete reports you need to make smart decisions is tough.

So, how do you avoid these issues and give your shoppers the personalized experience they expect?
That’s where Dynamics 365 for retail comes in. With it you can trade in mutiple systems for one. Dynamics 365 connects your front and back office, offers powerful analytics and is available anytime.

Dynamics 365 for Retail Features at a Glance


Click to learn more.


Shopping experiences that are seamless and personalized

Create happy, loyal customers. Give shoppers a great experience no matter how they buy, in-store, online or mobile.


Merchandising that hits the mark

Offer the right product at the right price and right time to capture a customer’s interest.


Outstanding customer service

Meet your customer’s needs and keep them coming back.


Optimizing operations through intelligent insights

Streamline your business and make smarter decisions backed by real-time analytics.

Shopping Experiences that are Seamless and Personalized

Create happy, loyal customers.  Give shoppers a great experience no matter how they buy, in-store, online or mobile.


  • Personalize each customer experience, in-store, on the web, mobile, or phone.
  • Offer incentives such as gift cards, promotions and loyalty programs that will turn customers into loyal fans, and keep them coming back.
  • Make it easier for your customers to shop. Offer services such as home delivery or in-store pickup.
Dynamics 365 inventory screenshot

Merchandising that Hits the Mark

Dynamics 365 inventory screenshot

Improve product demand and your ROI. Centrally manage all merchandising information, such as product details, assortment, categories and pricing.


  • Avoid sale or promotion confusion. Manage each of your campaigns in one place.
  • Gain new customers, create personalized offers tailored to their interests.
  • Target catalogs across seasons, channels and customers for improved revenue.

Optimizing Operations Through Intelligent Insight

Lower fulfillment costs and make better use of your inventory, thanks to detailed analytics.


  • Be sure you have the right level of inventory at each location.
  • Automate and streamline many tasks. Save time and boost staff productivity.
  • Get a complete, end to end view of your entire business operations, all from one convenient location.
  • Enjoy frequent software updates with no need for help from IT.  Put the  latest technology to work for you.
Screenshot of Dynamics 365 for Retail inventory analytics

Outstanding Customer Service

Screenshot of detailed customer profile that captured in Dynamics 365 for Retail

Keep up with latest tools and technology.  Use them to provide the modern store experiences customers want.  Boost your efficiency and sales and adapt to quickly changing trends.


  • Expand your product offerings, and make smarter up and cross-selling recommendations. Give shoppers the best of both worlds with in-store and online shopping options.
  • Arm employees with the product, inventory, customer and order details they need to give great customer service.
  • Offer customers the buying options they want, buy in-store, pickup at another location, or home delivery.
  • Use automation, advanced analytics and workflows to take control of your store operations.
  • Raise staff productivity. Make easy for them to see their schedule and use the timeclock.  And, give them access to dashboards that share data important to their role.

Dynamics 365 for Retail Helps Your Business


  • Offer an immersive shopping experience—Personalize it across all channels.  Make your brand stand out from the rest by making smart use of technology.
  • Provide top-notch service— Make it easy for your staff to answer customer questions and make the sale.
  • Make smart decisions—Put data to work for you.  Use it to take control of everything from inventory and fulfillment, to merchandising.

Click the Goals Beneath Your Role to Learn How Dynamics 365 for Retail Helps You Meet Them


Goal #1 Staying One Step Ahead of the Competition

How Dynamics 365 for Retail can help:


  • Give customers a seamless shopping experience across all channels. Make shopping with your company so easy and fun, they don’t want to go anywhere else.
  • Use data about customers’ buying behaviors to get to know who they are and what they want to buy. When customers feel you understand them and their needs, they are likely to become and remain loyal fans.
  • Differentiate your business and keep customers coming back with cross channel promotions like loyalty programs and gift cards.
  • People want shopping to be easy. Offer many buying options, like home delivery or in-store pickup.
  • Deliver best in class customer service. Give your staff easy access to order, customer and inventory information. Give them the tools they need to help customers on the spot.
  • Offer a wider range of products online. Use customers’ buying histories to suggest other items they may like.
  • Use workflows to speed up or even automate common tasks. Serve customers faster.
  • Create catalogs targeted to specific channels, customer groups, or seasons.
Goal #2 Increase Revenue and Market Share While Reducing Costs

How Dynamics 365 for Retail can help:


  • Optimize fulfillment, make sure you always have the right inventory at the right location.
  • Get an end to end view of your entire business, use data insights to find areas for improvement.
  • Simplify your promotions and merchandising, while boosing ROI .
  • Take advantage of the latest innovation, tools and technology to manage your stores more efficiently and keep up with changing market demands.
  • Boost staff productivity.  Offer easy access to their schedule and the timeclock. And, share key data with role specfic dashboards.

Customer Service

Goal #1 Improve Response Time

How Dynamics 365 for Retail can help:


  • Always have order, customer, inventory, and product details at your fingertips. No more searching through multiple databases or making the customer reexplain their issue, multiple times.
  • Use workflows to streamline and automate common tasks.
Goal #2 Improve Customer Satisfaction and Loyalty

How Dynamics 365 for Retail can help:


  • Offer customers relevant product recommendations and promotions to fit their buying habits.
  • Let customers shop in the way that make sense to them, in store, online or via a mobile app.
  • Access customer, product, order and inventory details in one place.

Sales or Marketing

Goal #1 Improve Customer Service and Loyalty

How Dynamics 365 for Retail can help:


  • Use data to get a true understanding of who your customers are.  Use that information to deliver personalized recommendations and promotions.
  • Offer increased product selection.  Combine the best aspects of online and in shopping.
  • Don’t let inventory issues stand in the way of making the sale. Optimize order fulfillment and always have the right inventory at the right location.
Goal #2 Close Deals Fast

How Dynamics 365 for Retail can help:


  • Offer smart product recommendations that match shopping preferences and habits of your customers.
  • Deliver relevant promotions at the right time for your customers to take advantage of them.
  • Offer incentives like loyalty programs and gift cards that encourage your customers to make the purchase, and keep coming back.
Goal #3 Know Your Customers

How Dynamics 365 for Retail can help:


  • Track all customer interactions. Collect data on buying habits and preferences. Use it to deliver recommendations and promotions that are relevant to their needs.



Get the technology and tools you need to deliver the immersive shopping experience your customers crave. Buy the dynamics 365 for tell app for $170 per user per month. Need a system to handle more than just retail operations? Dynamics 365 has you covered from talent, to finance, to customer service and everything in between.


Learn more about Dynamics 365 pricing.

Not sure which will be most cost-effective option for you?  Contact us today.

Why Choose Dynamics 365 for Retail from Intelligent Technologies, Inc?



We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something similar before. If you need customizations, our expert staff can help with those as well.


The human touch

Should you need help with Dynamics 365 for Retail, our friendly NC based staff will there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.



Be assured we have what it takes to meet your ERP needs now and as your business grows. Our team has been implementing and supporting Microsoft Dynamics ERP systems since 1991.

Small and medium sized business love working with Intelligent Technologies, Inc.

Intelligent Technologies is a personal service. Everyone has their field of expertise. The way things are done now is amazing, efficient, easy. One of my favorite things is that for all of us they are just a phone call away.

Melissa Avent

Clemmons Pallet and Skid Works

Previously, we had another Microsoft partner who was very slow to respond to our requests for help.   This often forced us to create clumsy workarounds just to keep our day from coming to a grinding halt.  After that experience, Intelligent Technologies, Inc. is a breath of fresh air!  Their team is easy to work with, always delivering fast and friendly service.

Brandy Downs

Sr. Accountant, Lutheran Services Carolinas


Want more information?

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Dynamics 365 For Retail Solution Overview

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Infographic: Three Questions Modern Retailers Need to Answer

Learn how to become a modern retailer and give your customers the shopping experience they expect.

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Infographic: Take Advantage of Emerging Technologies Driving Change

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Questions?  Lets talk.

25 years, hundreds of satisfied customers.  Get the modern retailing solution you need to streamline operations and turn customers into loyal fans.  Tell us a little bit about your organization.

Phone: (336)315-3935

Email: [email protected]

Address: 20 Oak Branch Drive Suite D, Greensboro, NC 27407