Cloudfy B2B Ecommerce Software
How Insights made global B2B ordering simple, with Dynamics 365 at the core
Insights sells Insights Discovery training and workshop materials to customers in 50+ countries. With Cloudfy’s B2B ecommerce platform, those customers order online through one simple portal, and every order flows straight into Microsoft Dynamics 365 F&O.
A global business held back by basic ecommerce
Insights helps people understand themselves and each other, at work and beyond, through programs like Insights Discovery. Behind every workshop sits a global operation shipping physical goods, training and workshop materials to customers worldwide.
Their ecommerce was basic. To keep up with demand, they needed:
- Simpler ordering for customers in every market
- Deep sync with Microsoft Dynamics 365 F&O, their ERP
- More self-service, so customers could help themselves
- Smoother operations behind the scenes
One B2B ecommerce platform, built around their ERP
Insights chose Cloudfy as the enterprise B2B ecommerce platform for its digital transformation. We tailored it to their global wholesale operation and connected the systems they already rely on.
Why Insights chose Cloudfy
ERP-first
Built to work with Dynamics 365 F&O, not around it.
One platform, five systems
Payments, tax, security and reporting connected in one place, not five separate projects.
Enterprise-ready
A full, secure suite of B2B features, tailored to a global wholesale operation.
Works like part of their ERP
Orders, pricing, billing and credit control sync with Dynamics 365 F&O. Their ERP stays in charge, with no re-keying.
Payments and tax, handled
Adyen takes secure payments. Avalara takes care of tax reporting. Global buying, without the admin.
The right access for every buyer
Multi-level authorizations keep the platform secure, so every person sees and does exactly what they should.
Clear sight of every sale
Sales data flows into Power BI for reporting. Real-time email updates keep customers and the team in the loop.
Easier for customers. Smoother for the team.
| Before | With Cloudfy | |
|---|---|---|
| Ordering | Basic ecommerce | Improved catalog and one-step checkout |
| ERP | Dynamics 365 F&O integration needed work | Orders, pricing and billing sync with Dynamics 365 F&O |
| Self-service | Limited options for customers | Customers help themselves, with support for complex needs |
| Reordering | Processes that needed streamlining | Simple repeat orders and smooth day-to-day running |
Good news, IT: we know Dynamics 365 inside out
Here's everything we connected and configured for Insights. All of it fully documented, so there are no surprises.
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Read the storyInsights and Cloudfy at a glance
Which ERP does Insights connect to Cloudfy?
Microsoft Dynamics 365 Finance and Operations (F&O). Orders, pricing, billing and credit control sync between Cloudfy and Dynamics 365 F&O, so nothing gets re-keyed.
Which other systems are connected to the Insights portal?
Adyen for payments, Avalara for tax reporting, Azure AD for multi-level authorizations and security, Power BI for analytics through a sales data API, and SMTP for real-time email updates.
What do Insights' customers order through Cloudfy?
Physical goods, training and workshop materials, for customers in 50+ countries. They use an improved catalog, a one-step checkout and simple reordering, with more self-service than before.
Why did Insights choose Cloudfy?
Insights wanted to replace basic ecommerce with a secure, enterprise B2B ecommerce platform that integrates deeply with Dynamics 365 F&O. Cloudfy offered a full suite of B2B features, tailored to its global wholesale operation, with every integration documented.