Connect commerce, sales and service around shared client data.
A B2B shop is one part of the client relationship. Proposals, orders, delivery and follow-up also involve sales and service. We integrate workflows with CRM, ERP and commerce platforms.
Explore this topicKeep the transaction connected across channels.
An enquiry may start online, continue in sales and later become a service issue. Teams need consistent client, order and product information across that journey.
- Vertrieb
- Enquiry, proposal & relationship
- Service
- Order, delivery & follow-up
- Integration
- Commerce, CRM, ERP & data
Connect records with clear system ownership
Business clients have multiple contacts, sites and ordering channels. Define master data and matching rules before automating duplicate or conflicting records.
ERP retains commercial and logistics responsibilities. Commerce and CRM connect through agreed interfaces, with retries and reconciliation.
Support proposals and service beyond the shopping cart
B2B orders may need advice, agreements or technical clarification. Dynamics 365 Sales supports proposals; Customer Service connects questions to orders and communication.
- Quotation request
- Connect requirements, documents and sales ownership.
- Service enquiry
- Provide order and delivery context for questions.
- Partner portal
- Use Power Pages for controlled access to released records.
Use reliable data for marketing and AI
Customer Insights – Journeys supports communication around segments and events. Connect consent, contacts and sales handovers to consistent records.
NXTGN AI CORE connects approved product knowledge for service and internal teams. Sources, terminology and access are planned; agent actions need defined permissions and approvals.
Online retail across many marketplaces
An online retailer sells through Amazon, Otto, Cdiscount and other marketplaces. All customer enquiries come together in Dynamics 365 Customer Service. AI classifies the tickets and suggests replies, and order and delivery data comes from the ERP. On a normal day that is close to 1,500 tickets.
More on Customer Service →- Channels
- Marketplaces, email, phone
- AI
- Classification and suggested replies
- Volume
- close to 1,500 tickets a day
Orders and progress for business clients
Microsoft's template illustrates access to B2B ordering. Your catalogue, client permissions and ERP workflow determine available records.
We extend the commerce platform around required workflows; replacing the entire shop is not always appropriate.
Power Pages portalsHow we work with you
Review the customer journey
Review enquiry, order and service across systems.
Define records and handovers
Agree master data, status ownership and failures.
Test the complete workflow
Include custom proposals, questions and outages.
Questions & answers
Will NXTGN rebuild our shop?
We focus on B2B workflows, applications and integration, assessing the existing platform first.
Can different commerce and ERP products connect?
APIs, models and usage rights determine feasibility. We assess your specific landscape.
Where does the customer workflow break between systems?
Review an order, proposal or service workflow and the information missing today.