- Lavelle Road, Bangalore
- contact@basofa.com
Accelerated B2B Commerce on Microsoft Dynamics 365
Digitize Partner Channels | Simplify Commerce | Boost ROI
BASOFA ElevateB2B is a ready-to-deploy B2B commerce solution that helps retailers, wholesalers, distributors, and manufacturers digitize partner channels using their existing Microsoft Dynamics 365 investments. Natively integrated with D365, it removes data silos and streamlines partner engagement from onboarding to order-to-cash without relying on third-party platforms.
Core Capabilities
B2B Account & User Management
Enable self-service registration for partner organizations with role-based access control and hierarchical purchasing capabilities.
Product Catalog & Pricing
Deliver dynamic, personalized catalogs with customer-specific assortments, contract-based pricing, and volume discounts.
Catalog Download Options
Provide downloadable product catalogs in Excel, CSV, or PDF formats for offline access and planning.
Popular Brands Highlight
Showcase top brands on the homepage for intuitive navigation and improved recall.
Order Management
Support complete order lifecycle: create, track, and manage purchase orders with draft cart functionality, bulk order entry, and full order history.
Request for Quotation (RFQ)
Allow buyers to request quotes directly from their shopping cart to streamline negotiations.
Bulk Order Upload
Speed up large order creation with CSV or Excel upload capability.
Return Management
Support full or partial return requests on invoiced orders with built-in validations.
Payments & Checkout
Offer flexible payment modes including invoice-based checkout, credit limits, and account balance handling.
Reordering & Lists
Enable reorder from previous purchases, saved procurement lists, and quick-entry templates.
Approval Workflows
Define and manage approval hierarchies, thresholds, and automated notifications based on user roles.
Next Available Delivery Selection
Allow customers to select preferred delivery days or week numbers to align with planning cycles.
Personalized B2B Experience
BASOFA’s B2B Site Builder enables tailored partner experiences custom content, pricing, and UI by org, role, or user.
Built for Dynamics 365
ElevateB2B natively extends Dynamics 365 no middleware, no data duplication, just a seamless, unified experience.
Why basofa B2B?
What is BASOFA ElevateB2B?
BASOFA ElevateB2B is a configurable B2B commerce solution built for organizations using Microsoft Dynamics 365 Finance, Supply Chain, and Commerce. It enables businesses to digitize their partner and distribution channels with features such as personalized catalogs, order management, self-service registration, and native ERP integration.
Who should use ElevateB2B?
ElevateB2B is designed for retailers, wholesalers, manufacturers, and distributors who rely on B2B transactions and want to streamline partner engagement, procurement, and order-to-cash processes using their existing Microsoft Dynamics 365 infrastructure.
How does ElevateB2B integrate with Microsoft Dynamics 365?
ElevateB2B is natively integrated with Microsoft Dynamics 365 Finance and Supply Chain Management. This ensures real-time data sync for products, pricing, customers, and orders without the need for third-party connectors or manual reconciliations.
Can our partners or customers place bulk orders?
Yes. ElevateB2B supports bulk ordering via CSV or Excel uploads. Buyers can upload SKUs and quantities directly into their shopping cart, making large or repeat orders simple and fast.
How does pricing work for different partners or regions?
You can assign contract-based pricing, volume discounts, and region-specific product assortments to each customer or partner. Pricing logic is managed directly within Dynamics 365 and reflected in ElevateB2B.
Is the platform customizable?
Yes. While ElevateB2B is prebuilt for fast deployment, it is also configurable to meet specific UI, branding, workflow, and business rule requirements. Personalized content and catalogs can be managed by organization and user type.
Does ElevateB2B support role-based access and approvals?
Absolutely. The solution includes role-based access control, purchasing hierarchies, and configurable approval workflows with automated notifications perfect for enterprise-grade procurement governance.
Can customers view and download product catalogs?
Yes. The full product catalog can be downloaded in Excel, CSV, or PDF formats helping partners with offline planning, approvals, and procurement workflows.
What delivery options does ElevateB2B support?
Customers can select their preferred delivery dates in advance by choosing specific weekdays or week numbers. This helps align deliveries with planning and operational schedules.
How do we get started with BASOFA ElevateB2B?
Reach out to our team through the contact form or request a demo. We’ll walk you through a tailored overview, implementation options, and how it fits into your Dynamics 365 environment.