Experience an Effective Order Management System Using Dynamics 365

Effective Order Management with Dynamics 365

EPC Group builds Dynamics 365 order management systems for enterprises — covering order capture, inventory tracking, fulfillment automation, and supply chain integration. We replace manual, disconnected order processes with a unified system that gives every team real-time visibility from quote to cash.

Key facts

• Dynamics 365 Supply Chain Management and Finance cover end-to-end order management.
• Dynamics 365 supports EDI document types: 850 Purchase Order, 855 PO Acknowledgment, 856 ASN, 810 Invoice.
• EDI integration via SPS Commerce, TrueCommerce, and DiCentral.
• Dynamics 365 Customer Engagement (Sales): $65–$105/user/month.
• EPC Group: 29-year Microsoft consulting firm. 10,000+ enterprise implementations.

Order management challenges we solve

EPC Group sees the same pain points in most pre-implementation assessments. These are the problems Dynamics 365 order management resolves.

• Approval queue delays — orders stuck waiting for manual approval for days. Dynamics 365 automates approval workflows with configurable routing rules.
• Inventory discrepancies — mismatches between systems causing overselling and stockouts. A single inventory truth across all channels eliminates this.
• No real-time order status — customer service teams cannot answer order status questions without checking multiple systems.
• Manual invoice creation — delays revenue recognition and creates data entry errors. Dynamics 365 automates invoice generation from confirmed shipments.

Dynamics 365 order management capabilities

Dynamics 365 provides a complete order-to-cash workflow inside a single platform.

• Order capture — web, EDI, phone, and field sales orders into one system. Real-time availability check at order entry.
• Inventory management — multi-warehouse inventory with real-time stock levels, serial/lot tracking, and landed cost calculation.
• Fulfillment and warehouse — pick, pack, and ship workflows. Carrier integration for label printing and tracking number capture.
• Invoicing and AR — automated invoice generation, payment terms, early payment discounts, and collections management.
• Customer portal — self-service order status, returns initiation, and invoice access via Power Apps or Dynamics 365 Customer Portal.

Power Platform integration

Power Platform makes Dynamics 365 order management significantly more extensible than competing ERP platforms at the same price point.

• Power Automate — approval workflows, exception alerts, and cross-system notifications without custom code.
• Power Apps — custom warehouse mobile apps, customer-facing order portals, and internal approval screens.
• Copilot Studio agents — AI agents that answer order status questions, process returns, and escalate exceptions automatically.
• Dataverse — unified data layer shared across all Dynamics 365 apps. One record for each customer, order, and inventory item.

EDI integration for order management

Enterprises with retailer or distributor trading partners need EDI integration. Dynamics 365 supports all major EDI document types.

• 850 — Purchase Order (inbound from buyer).
• 855 — Purchase Order Acknowledgment (outbound to buyer).
• 856 — Advance Ship Notice / ASN (outbound).
• 810 — Invoice (outbound to buyer).

EPC Group configures Dynamics 365 EDI integrations via VAN providers including SPS Commerce, TrueCommerce, and DiCentral.

Frequently asked questions

Can Dynamics 365 replace our ERP and CRM for order management?

Yes. Dynamics 365 Finance & Operations (or Business Central for mid-market) covers ERP order management. Dynamics 365 Sales covers CRM-side quoting and opportunity management. Both share Dataverse — a single customer and product record used across all apps.

What EDI standards does Dynamics 365 support?

Dynamics 365 supports all major ANSI X12 EDI document types including 850 (Purchase Order), 855 (PO Acknowledgment), 856 (ASN), and 810 (Invoice). Integration is configured via EDI VAN providers like SPS Commerce, TrueCommerce, or DiCentral.

How does Dynamics 365 handle multi-warehouse order fulfillment?

Dynamics 365 Supply Chain Management supports multi-warehouse inventory with warehouse-specific picking strategies, transit warehouses, and drop-ship fulfillment. Orders can be split across warehouses and fulfilled from the nearest location based on configurable sourcing rules.

How long does a Dynamics 365 order management implementation take?

A Dynamics 365 Sales implementation (quoting and order capture only) takes 8–12 weeks. A full Finance & Operations order-to-cash implementation with EDI and warehouse management takes 4–8 months depending on data migration complexity and integration scope.

Build your order management system

Talk to an EPC Group Dynamics 365 architect about your order management requirements. Call (888) 381-9725 or request a 30-minute discovery call.