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TechTalk: Set up business-to-business digital selling with Dynamics 365

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The era of digital transformation has revolutionized business-to-business (B2B) sales, making it imperative for businesses to adapt to advanced digital platforms. Dynamics 365 stands at the forefront of this revolution, offering an integrated suite of features designed to streamline the B2B digital selling experience. This guide delves into the intricacies of setting up and harnessing Dynamics 365 to enhance your B2B commerce capabilities.

We've based this article on a TechTalk that you can find online in the Dynamics 365 channel on YouTube.

Thumbnail of the setup guide to enable B 2 B digital selling experience presentation.

The core features of Dynamics 365 for B2B commerce

Screenshot of the B 2 B digital commerce presentation slide, outlining quick ordering, catalogs and pricing, and account management.

Dynamics 365 is engineered to cater to the unique demands of B2B selling. Its core features include advanced account management, customer-specific cataloging, and a streamlined ordering process. These components are key in managing the complex networks and transactional requirements characteristic of B2B commerce.

Deploying the Commerce Scale Unit (CSU)

Screenshot of the deploy Commerce Scale Unit (C S U) from L C S presentation slide, informing users to select the region to scale units.

A fundamental step in leveraging Dynamics 365 for B2B digital selling is deploying the Commerce Scale Unit (CSU). The CSU is essential for handling the high volume and complexity of B2B transactions, ensuring your digital platform remains robust and efficient under increased traffic and transaction loads.

Tailoring product catalogs for diverse B2B clients

Screenshot of the other commerce setup presentation slide, outlining channel profiles, channel databases, and synchronizing orders.

Customization of product catalogs is crucial in B2B commerce. Dynamics 365 allows for the creation of customer-specific catalogs, presenting tailored product lists and pricing to different business clients. This level of personalization is key in catering to the varied needs of B2B customers.

Streamlining the B2B ordering process

Screenshot of the catalog management presentation slide, highlighting the workflow, pricing, and catalog type fields.

The B2B ordering process in Dynamics 365 is optimized for efficiency. Given that B2B transactions often involve repeat orders, a streamlined reordering system enhances the overall customer experience, making it simpler and more efficient for clients to manage their purchases.

Integrating sales and marketing for cohesive strategies

Screenshot of the prices and promotions presentation slide outlining honoring existing trade agreements and sales agreements.

Dynamics 365 provides tools for integrating sales and marketing efforts. This integration is crucial in aligning sales strategies with marketing campaigns, resulting in a cohesive and effective approach to B2B sales.

Leveraging analytics for informed decision making

The platform offers advanced analytics tools that provide insights into customer behavior, sales trends, and market dynamics. These insights are invaluable for businesses looking to make data-driven decisions to optimize their digital selling strategies.

Ensuring a seamless user experience

Screenshot of the from prospect to cash with B 2 B commerce presentation slide, outlining five steps outlining the process.

A seamless user experience is paramount in B2B digital selling. Dynamics 365 is optimized for easy navigation, fast loading times, and comprehensive support options. Providing a smooth and efficient user experience is crucial in maintaining client satisfaction and loyalty.

The importance of regular updates and maintenance

Screenshot of the upcoming customer hierarchy enhancement presentation slide, outlining the current and upcoming data models.

Maintaining the Dynamics 365 platform is vital for its optimal performance. Regular updates ensure access to the latest features and security enhancements, which are crucial for a secure and efficient digital selling platform.

Conclusion: The path to enhanced B2B digital selling

When a business sets up and uses Dynamics 365 in an effective way, they can significantly enhance their digital commerce efficiency and customer satisfaction. The platform's comprehensive suite of tools and features, when used to their full potential, can revolutionize a company's digital B2B selling capabilities.

You can use the following resources to learn more about Dynamics 365.