Vyas Inside Sales and Counter Sales for Dynamics 365

Inside Sales & Counter Sales for Wholesale Distributors — built natively in D365 F&O.

Wholesale distributors rely on inside sales and counter sales teams to handle the bulk of daily customer interactions — walk-in customers, email inquiries, pricing questions, stock checks, returns, and payments. These teams move fast, and when a customer is on the phone or standing at the counter, there is no time to navigate multiple screens, toggle between modules, or wait for data to sync.

The challenge is simple: your team needs the right information instantly, and the ability to complete a transaction without friction. Most ERP systems were not designed with this in mind.

VyasTec's Inside Sales & Counter Sales Solution for Microsoft Dynamics 365 F&O solves this. It brings the full sales workflow — search, pricing, stock, quoting, ordering, and payment — into a purpose-built, role-optimized experience that runs natively inside D365, in real time.

Key Features — Inside Sales

Built for reps who handle phone, email, and walk-in orders:

• Intelligent product search — AI-assisted lookup and barcode scanner support
• Enhanced customer search — locate accounts in seconds
• Live stock visibility by branch and warehouse
• Product authorization and restriction controls
• External vendor catalog product search support
• Split profit management
• Proof of delivery capture
• Outlook and Teams integration

Order and Pay — Counter Sales Experience Built For The Counter

For distributors with storefronts, will-call desks, or branch counters, Order and Pay delivers a fast, structured point-of-sale experience — purpose-built for wholesale distribution.

Reps can move from item lookup to settled invoice in seconds, with built-in cash management and end-of-shift reconciliation handled automatically. No manual calculations, no separate reconciliation tools.

Additional counter sales capabilities include:

• Shift management with structured open and close
• Customer Payment workbench
• Cash customer orders for walk-in transactions
• Easy product configuration at the counter

Built Natively on Microsoft Dynamics 365 F&O

Built natively on Microsoft Dynamics 365 F&O, Inside and Counter sales integrates seamlessly with standard D365 modules — no middleware, no separate system to manage. And because it runs within the familiar Dynamics 365 interface, your team can hit the ground running without additional training.

Why VyasTec?

Our experience has encompassed every version of Microsoft Dynamics 365 (formerly Microsoft Dynamics AX) since 2002. Our teams understand the full breadth and capability of Microsoft Dynamics 365 and can tailor it to your precise business needs and ensure that you utilize the software to its full potential. Our team has over 25+ years of experience independently and within large, global employers. Coupled with an offshore team hand-picked from our network, we deliver solutions to you accurately and, economically. You can be confident that our solutions are technically sound.
For more information or to schedule a demo, visit Vyas Consulting, Inc.