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Elevate B2B – The Native Microsoft Dynamics 365 B2B Ecommerce Platform
Digitize Channel Ecosystems | Simplify B2B Commerce | Accelerate Growth Across Manufacturing, Wholesale & CPG
BASOFA Elevate B2B is a ready-to-deploy ecommerce portal specifically engineered for retailers, wholesalers, and manufacturers. Built natively inside Microsoft Dynamics 365, it eliminates data silos and automates the entire B2B order-to-cash cycle without the need for third-party middleware.
THE CHALLENGE
Fragmented Systems & Manual Processes Stifle B2B Growth
Traditional B2B commerce often relies on disconnected platforms that force finance and sales teams to manually sync data between the web and the ERP. This lack of integration leads to "data lag," customer frustration, and missed revenue opportunities.
Siloed Data Ecosystems
Maintaining separate databases for CRM, ERP, and Ecommerce creates a "black hole" of information, leading to inventory mismatches and shipping delays.
Friction in Complex Ordering
Manual entry for bulk orders and high-volume wholesale transactions increases the risk of human error and slows down the "order-to-cash" cycle.
Opaque Pricing & Inventory
Without real-time visibility into contract-specific pricing and live stock levels, distributors and partners lose trust in the digital experience.
High Cost of Ownership
Managing complex third-party middleware and custom connectors increases IT overhead and creates "integration debt" during Microsoft Dynamics 365 updates.
WHAT BASOFA DELIVERS
A Unified, Native B2B Commerce Engine for Dynamics 365
Native Dynamics 365 Architecture
Eliminate the need for third-party middleware. Elevate B2B lives inside your D365 environment, ensuring 100% data integrity and zero sync latency.
End-to-End Process Automation
From self-service partner onboarding to automated invoice generation, we digitize the entire B2B journey within a single ecosystem.
Real-Time "Single Source of Truth"
Leverage your existing D365 business logic, tax rules, and contract pricing instantly on your B2B portal without manual configuration.
Unified B2B Commerce Powered by Dynamics 365
Seamlessly integrates with CRM across quote management and customer service processes, connecting Dynamics 365 Finance, Sales, and Customer Service with your B2B portal. This unified ecosystem provides teams with real-time visibility into orders, customer data, and service interactions
PLATFORM CAPABILITIES & INTELLIGENCE
Intelligent B2B Automation & Real-Time Sync
Elevate B2B leverages the full power of the Microsoft stack to provide more than just a storefront. It provides a strategic intelligence layer for your global supply chain
AI-Ready Insights & Power Platform Extensibility
Harness the Microsoft Power Platform to create custom approval workflows or unique UI components. Because the data is native to Azure, you can deploy AI-driven demand forecasting and personalized product recommendations based on historical D365 purchase data.
Automated Wholesale Logic
Our platform handles high-scale wholesale ecommerce solutions with built-in logic for credit limit enforcement, partial shipments, and multi-entity global tax compliance—all processed in real-time within Microsoft Dynamics 365.
CORE B2B CAPABILITIES
Hierarchical Account Structures
Manage complex partner organizations and role-based access control (RBAC) natively in your Dynamics 365 B2B portal.
Self-Service Registration
Streamline partner onboarding with automated approval workflows and documentation.
Role-Based Permissions
Define specific ordering, viewing, and approval thresholds for different users within a single B2B account.
Dynamics 365 B2B CPQ Portal
A specialized distributor self-service CPQ portal for configuring complex products and contract-based bundles.
Wholesaler Ordering Portal
Designed for high-volume trade with rapid-entry templates.
Efficient RFQ Processing
Enable "Request for Quote" directly from the cart to bridge the gap between digital browsing and manual negotiation.
Bulk Order Upload
Dramatically reduce friction with CSV/Excel bulk uploads for massive order quantities.
Simplified Reordering
One-click reordering from order history and procurement lists to speed up the buying cycle.
Contract-Based Pricing
Deliver precise, customer-specific pricing and discounts pulled directly from Microsoft Dynamics 365 Finance.
Personalized Product Assortments
Show only the catalogs and brands relevant to specific partner contracts.
Flexible Catalog Exports
Allow partners to download customized catalogs in Excel, CSV, or PDF for offline planning.
Comprehensive Return Management
Support full or partial RMA (Return Merchandise Authorization) with built-in D365 validations.
B2B Checkout & Credit Limits
Integrated invoice-based payments, credit limit checks, and real-time account balance handling.
Scheduled Delivery Selection
Allow B2B buyers to select preferred delivery windows or week numbers to align with their supply chain schedules.
Proactive Support
Spot delays or payment issues in real-time so you can update customers before they even have to ask.
Smart Case Management
Handle returns, claims, and service requests through simple, automated workflows that keep you on top of every SLA
Who Is This For?
Purpose-Built for Modern B2B Enterprises
Industrial Manufacturers
Companies needing a manufacturer ecommerce portal to manage complex parts, BOM-based ordering, and specialized dealer networks.
Wholesale Distributors
Businesses managing high-volume trade with a need for a wholesaler ordering portal that supports bulk uploads and rapid reordering.
CPG Brands
Consumer Goods firms looking to digitize their channel ecosystems and provide direct-to-retailer ordering while maintaining complex trade agreements.
IT & Finance Leaders
CIOs and CFOs looking to reduce IT complexity by adopting a native Dynamics 365 ecommerce integration that leverages existing Azure investments.
THE BASOFA ELEVATE B2B ADVANTAGE
Why BASOFA Elevate B2B Outperforms Third-Party Platforms
Zero Middleware
By extending Microsoft Dynamics 365 natively, we eliminate the sync errors and latency issues of external platforms.
Power Platform Extensibility
Use Microsoft Power Platform to further customize UI and workflows without breaking the core integration.
Azure-Native Security
Enterprise-grade compliance and data protection, leveraging your existing Microsoft Azure investment.
Industry-Specific Logic
Out-of-the-box support for Microsoft Dynamics 365 for manufacturing and wholesale distribution workflows.
Measurable ROI for Global B2B Operations
BUSINESS IMPACT
The BASOFA Elevate B2B platform doesn't just change how you sell, it changes how you grow. By removing the barriers between your ERP and your customers, we deliver:
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95% Reduction in Order Entry Errors: Automated synchronization between the B2B portal and D365 eliminates manual data rework.
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80% Faster Time-to-Market: Deploy a fully integrated B2B portal for Dynamics 365 in weeks, not months, using our ready-to-deploy native architecture.
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40% Increase in Partner Self-Service: Reduce the burden on your customer service team by empowering partners to manage their own RMAs, invoices, and order tracking.
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Enhanced Global Scalability: Support multi-currency, multi-language, and multi-org deployments across the Microsoft Azure global cloud infrastructure.
How does "Zero Middleware" architecture reduce Total Cost of Ownership (TCO)?
Traditional B2B platforms often depend on third-party connectors, which introduce integration complexity, additional costs, and data synchronization delays. BASOFA Elevate B2B is built natively within Microsoft Dynamics 365 commerce, eliminating the need for middleware. This significantly reduces Total Cost of Ownership by removing recurring connector fees, simplifying system maintenance, and ensuring real-time, accurate data without manual reconciliation.
How do hierarchical account structures improve B2B self-service?
Hierarchical account structures help businesses manage complex organizational buying processes more efficiently. With role-based access control (RBAC) integrated directly from Microsoft Dynamics 365 commerce, organizations can assign permissions based on user roles within their teams. For example, an admin user has full access to the dashboard and can manage settings, users, and approvals, while other users can be given full or limited access depending on their responsibilities. This ensures that each user can perform only the actions relevant to their role, improving control, reducing errors, and enabling a smoother self-service experience.
Can we handle bulk or high-volume orders easily?
Yes, the platform is designed for high-volume ordering. Users can upload bulk orders using CSV or XML formats based on a predefined template. These orders are validated in real time against inventory availability and credit limits in Microsoft Dynamics 365 commerce, which improves accuracy and reduces manual errors.
How does Elevate B2B improve the order-to-cash process?
Elevate B2B streamlines the entire order-to-cash cycle by operating natively within Microsoft Dynamics 365 commerce. From buyer or partner onboarding to order placement, credit checks, invoicing, and fulfillment, everything happens within a single system. This eliminates data silos, reduces delays, and helps businesses accelerate revenue realization.
Can we use analytics or AI for demand forecasting?
Yes, Elevate B2B enables advanced analytics and AI-driven insights through integration with Microsoft Azure and tools like Microsoft Power BI. Businesses can analyze historical data, forecast demand, and gain actionable insights that support better decision-making.
Who is Elevate B2B best suited for?
Elevate B2B is designed for manufacturers, wholesalers, distributors, and retailers who rely on B2B transactions. It is especially beneficial for organizations already using Microsoft Dynamics 365 Commerce and looking to streamline partner engagement and procurement processes.
Is Elevate B2B industry-specific?
No, Elevate B2B is not limited to a specific industry. Any organization using Microsoft Dynamics 365 commerce can adopt the platform to manage and scale their B2B commerce operations.
How does Elevate B2B integrate with Dynamics 365?
Elevate B2B is natively integrated with Microsoft Dynamics 365 Finance and Operations, ensuring real-time synchronization of products, pricing, customers, and orders. Since no third-party connectors are required, deployment is quick and can typically be completed within a couple of days.
Can we manage different pricing for regions or partners?
Yes, Elevate B2B allows businesses to configure region-specific pricing, partner-based contracts, and volume discounts directly within Microsoft Dynamics 365 commerce. These pricing rules are automatically reflected on the platform in real time.
Is the platform customizable?
Yes, Elevate B2B is both prebuilt and flexible. While it enables quick deployment, it also allows customization of user interface, branding, workflows, and business rules. Organizations can tailor the experience based on user roles, customer types, or specific operational needs.
Can customers download product catalogs?
Yes, customers can easily download product catalogs in formats such as Excel and CSV, This helps them with offline planning, internal approvals, and procurement workflows.
Can a buyer have multiple saved carts at the same time?
Yes. Elevate B2B allows buyers to maintain multiple named saved carts simultaneously. This is useful when a buyer is preparing orders for different projects, departments, or delivery locations and wants to keep them organized separately before submitting.
How are approvers notified of pending approvals?
Elevate B2B supports automated notifications through: Email notifications -— Users with "Approve Quote" or "Approve Order" permission receive an email with a summary and direct link to the portal. Portal dashboard -— A dedicated "Workflow approval request" section visible only to users with the relevant Approve.
Can different B2B organizations have different approval rules?
Yes. Approval workflow configurations (thresholds, levels, rules) can be set per B2B organization / customer hierarchy, so each partner can have their own approval governance tailored to their internal policies.
What User Roles & Permissions does Elevate B2B provide?
Elevate B2B extends the standard D365 Commerce B2B role model with a granular, permission-based access control system on the storefront. Standard D365 Commerce supports only two basic roles (Admin and User) with no permission-level control on the storefront. Elevate B2B introduces six configurable permissions that can be assigned to users within a B2B organization