BASOFA

Elevate B2B- Microsoft Dynamics 365 Ecommerce Platform

Accelerated B2B Commerce on Microsoft Dynamics 365 
Digitize Partner Channels |  Simplify Commerce | Boost ROI

 

BASOFA ElevateB2B is a ready-to-deploy B2B ecommerce solution that helps retailers, wholesalers, distributors, and manufacturers digitize partner channels using their existing Microsoft Dynamics 365 investments. Natively integrated with D365, this platform removes data silos and streamlines partner engagement from onboarding to order-to-cash without relying on third-party platforms. 

Elevate B2B Image
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Faster B2B Go-To-Market
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More Efficient Orders
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Accelerated B2B ROI with our comprehensive solution

CORE CAPABILITIES OF ELEVATE B2B FOR DYNAMICS 365

Elevate B2B provides robust features designed to empower your business operations and enhance partner experiences within the Microsoft Dynamics 365 ERP system.

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Advanced B2B Account & User Management

Our platform enables self-service registration for partner organizations, offering role-based access control and sophisticated hierarchical purchasing capabilities. This creates an efficient B2B portal for Dynamics 365.

Dynamic Product Catalog & Personalized Pricing

Deliver dynamic, personalized catalogs featuring customer-specific assortments, contract-based pricing, and volume discounts. This is crucial for a comprehensive Dynamics 365 B2B CPQ self-service portal for distributors.

Flexible Catalog Download Options

Provide downloadable product catalogs in Excel, CSV, or PDF formats, enabling offline access and planning for your partners.

Popular Brands Highlight for Enhanced Visibility

Showcase top brands prominently on the homepage, facilitating intuitive navigation and improved product recall.

Streamlined Order Management

Support the complete order lifecycle: create, track, and manage purchase orders with draft cart functionality, bulk order entry, and full order history. This is a key component of a wholesaler ordering portal CPQ.

Efficient Request for Quotation (RFQ) Processing

Allow buyers to request quotes directly from their shopping cart, streamlining negotiations and enhancing the Dynamics 365 B2B portal experience.

CORE CAPABILITIES OF ELEVATE B2B FOR DYNAMICS 365

Elevate B2B provides robust features designed to empower your business operations and enhance partner experiences within the Microsoft Dynamics 365 ERP system.

01
Advanced B2B Account & User Management

Our platform enables self-service registration for partner organizations, offering role-based access control and sophisticated hierarchical purchasing capabilities. This creates an efficient B2B portal for Dynamics 365.

02
Dynamic Product Catalog & Personalized Pricing

Deliver dynamic, personalized catalogs featuring customer-specific assortments, contract-based pricing, and volume discounts. This is crucial for a comprehensive Dynamics 365 B2B CPQ self-service portal for distributors.

03
Flexible Catalog Download Options

Provide downloadable product catalogs in Excel, CSV, or PDF formats, enabling offline access and planning for your partners.

04
Popular Brands Highlight for Enhanced Visibility

Showcase top brands prominently on the homepage, facilitating intuitive navigation and improved product recall.

05
Streamlined Order Management

Support the complete order lifecycle: create, track, and manage purchase orders with draft cart functionality, bulk order entry, and full order history. This is a key component of a wholesaler ordering portal CPQ.

06
Efficient Request for Quotation (RFQ) Processing

Allow buyers to request quotes directly from their shopping cart, streamlining negotiations and enhancing the Dynamics 365 B2B portal experience.

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Bulk Order Upload for Speed and Accuracy

Speed up large order creation dramatically with convenient CSV or Excel upload capabilities.

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Comprehensive Return Management

Support full or partial return requests on invoiced orders with built-in validations, ensuring smooth post-purchase operations.

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Flexible Payments & Checkout Options

Offer flexible payment modes including invoice-based checkout, credit limits, and accurate account balance handling, fully integrated with your Microsoft Dynamics accounting.

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Simplified Reordering & Procurement Lists

Enable quick reordering from previous purchases, saved procurement lists, and quick-entry templates, optimizing the manufacturing dealer portal with CPQ.

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Robust Approval Workflows

Define and manage approval hierarchies, thresholds, and automated notifications based on user roles, ensuring efficient operations.

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Next Available Delivery Selection Functionality

Allow customers to select preferred delivery days or week numbers, aligning with their planning cycles and improving logistics.

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Personalized B2B Experience with Site Builder

BASOFA’s B2B Site Builder enables tailored partner experiences with custom content, pricing, and UI settings by organization, role, or user. This leverages the power of Microsoft Power Platform for customization.

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Natively Built for Microsoft Dynamics 365

ElevateB2B natively extends Microsoft Dynamics 365 with no middleware or data duplication, offering a seamless, unified experience. This ensures superior integration by your Dynamics 365 implementation services provider.

WHY CHOOSE BASOFA ELEVATE B2B?

Fast-Track B2B Commerce Deployments on Microsoft Dynamics 365: Our solution ensures rapid deployment, making your B2B operations more agile.

Frequently Asked Questions

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What exactly is a B2B portal, and what is an example in the context of Microsoft Dynamics 365?

A B2B portal is an online platform that enables businesses to conduct transactions and interactions directly with other businesses (their partners, distributors, or large corporate clients). In the context of Microsoft Dynamics 365, an example is BASOFA Elevate B2B. This is a ready-to-deploy B2B ecommerce solution natively integrated with D365, allowing retailers, wholesalers, distributors, and manufacturers to manage orders, accounts, and product information efficiently with their business customers.

What are the primary types of B2B organizations that benefit from a specialized B2B portal?

Primarily, manufacturers, retailers, wholesalers, and distributors widely benefit. BASOFA Elevate B2B specifically caters to these sectors by providing a tailored Dynamics 365 B2B portal that streamlines sales, customer service, and order management, making it an ideal wholesaler ordering portal CPQ or a robust manufacturing dealer portal with CPQ.

How much does a B2B portal like BASOFA Elevate B2B cost, and is it a worthwhile investment?

The cost of a B2B portal varies widely depending on features, customization, and integration needs. While specific pricing requires a consultation, BASOFA Elevate B2B focuses on providing rapid deployment and a high return on investment. By improving order efficiency by 60% and accelerating B2B ROI by 50%, it proves to be a highly worthwhile investment for businesses looking to leverage their existing Microsoft Dynamics 365 infrastructure and reduce manual processes.

What factors influence the cost to set up and maintain a Dynamics 365 B2B portal?

Key factors include the scope of features (e.g., advanced CPQ, custom workflows), the complexity of integration with your existing Microsoft Dynamics 365 ERP system, and ongoing managed services requirements. BASOFA Elevate B2B aims to reduce setup costs through its native D365 integration and ready-to-deploy nature, streamlining Implementation Services compared to bespoke solutions.

How can a business make or create an effective B2B portal that integrates with Dynamics 365?

You can build a bespoke solution, but a more efficient approach is to use a specialized platform like BASOFA Elevate B2B. This solution is natively built for Microsoft Dynamics 365, simplifying creation and deployment. Our Implementation Services team works to configure and tailor the portal to your specific business needs, ensuring a smooth transition without having to "start from scratch."

Can I customize my own B2B portal, or does BASOFA Elevate B2B offer personalized experiences?

Yes, BASOFA Elevate B2B includes a B2B Site Builder that enables tailored partner experiences. You can customize content, pricing rules, and UI settings based on organization, role, or user. This leverages the power of Microsoft Power Platform to provide flexibility and personalization, allowing businesses to "own" the look and feel while benefiting from a robust underlying system.

Which B2B platforms are considered top options, especially for businesses using Microsoft Dynamics 365?

For businesses specifically leveraging Microsoft Dynamics 365, solutions that offer native integration are paramount. BASOFA Elevate B2B stands out as a top-tier choice because it extends your D365 environment directly, avoiding data silos and ensuring seamless operations right out of the box. Other platforms might require complex integrations or middleware, increasing costs and complications.

Which platform is best for B2B clients, particularly concerning a Dynamics 365 environment?

The "best" platform for B2B clients in a Dynamics 365 ecosystem is one that provides deep, native integration while offering a rich B2B feature set. BASOFA Elevate B2B excels here by delivering a comprehensive Dynamics 365 B2B portal experience – including functionalities like dynamic pricing, bulk ordering, and self-service account management – directly within the familiar and powerful Microsoft environment.