The Client
The client, based in US, wanted to create a shopping cart where they could show their products that were in Dynamics 365 Finance and Operations. They wanted a full shopping cart experience from the portal.
Retail & E-Commerce
Shopping cart in PowerApps Portal
The client wanted to create a shopping cart feature within their PowerApps Portal that would showcase their products stored in Dynamics 365 Finance and Operations. They sought to deliver a comprehensive e-commerce experience directly from the portal, allowing users to browse products, add them to a shopping cart, and complete the purchase—all while ensuring the process was seamless and fully integrated with their existing Dynamics 365 environment.
The Challenge
What Was Holding the Business Back?
The organization wanted to extend its Dynamics 365 Finance & Operations environment with a modern online shopping experience while ensuring product information, pricing, and order processing remained fully synchronized.
Digital Commerce
The business lacked an integrated e-commerce platform connected directly to Dynamics 365 Finance & Operations.
Manual Order Flow
Managing quotes, orders, and invoices manually increased processing time and operational complexity.
Data Synchronization
Product availability, pricing, and order status needed to remain accurate across customer and ERP systems.
Customer Experience
The organization required a secure, intuitive purchasing journey from product discovery to order completion.
Objective
What We Set Out to Achieve
Build an end-to-end e-commerce portal integrated with Dynamics 365 Finance & Operations, enabling customers to browse products, place orders, and automate the complete quote-to-invoice lifecycle.
Our Approach & Solution
How We Delivered Results
Developed a customized Power Apps Portal that integrates seamlessly with Dynamics 365 Finance & Operations, providing real-time product information, automated order processing, and a secure online shopping experience.
01
Product Catalog
Enabled customers to browse products, view detailed information, and add items to an interactive shopping cart.
02
Quote Automation
Automatically converted shopping carts into Dynamics 365 sales quotations for streamlined order processing.
03
Order Management
Transformed approved quotations into sales orders and automated invoice generation after successful payment.
04
Customer Experience
Delivered real-time order tracking, invoice visibility, email notifications, and secure user authentication within the portal.
Real-Time ERP Sync
Displayed live product availability, pricing, and order status directly from Dynamics 365 Finance & Operations.
Quote-to-Cash
Automated the complete business workflow from shopping cart creation to invoice generation.
Secure Portal
Implemented authenticated customer access and secure transaction handling to protect sensitive business information.
Invoice Delivery
Automatically generated invoices, emailed customers, and provided downloadable copies within the portal.
Results & Impact
The Outcome
The integrated shopping portal modernized the client's digital sales channel, improved customer experience, automated order management, and streamlined business operations by connecting every stage of the purchasing process with Dynamics 365.
Cart
Digital Commerce
Quote
Sales Automation
Invoice
Order Completion
Live
ERP Sync
Conclusion
The Bigger Picture
The Power Apps Portal Shopping Cart solution successfully transformed Dynamics 365 Finance & Operations into a customer-facing e-commerce platform. By automating the entire quote-to-cash lifecycle, from product browsing and shopping cart creation to order processing and invoice generation, the organization improved customer satisfaction, reduced manual effort, and established a scalable digital commerce solution fully integrated with its ERP ecosystem.
Additional Details
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