MICROSOFT 365 FOR RETAIL & WHOLESALE

Stock, Staff, and Stores
in One Connected View.

Retail runs on knowing what you have and what's moving. We connect Microsoft 365 to your operational data so every location works from the same current picture.

Book a Free ConsultationSee the Retail & Wholesale Toolkit
Stock Visibility
LiveStock Visibility
Stockout Risk
-25%Stockout Risk
Seasonal Onboarding
Days→HrsSeasonal Onboarding
THE CHALLENGE

What's Slowing
You Down.

These are the issues we see most often in Retail & Wholesale before we get involved. If more than one sounds familiar, the fix is usually configuration, not more software.

Stock levels are a day out of date

Managers plan from end-of-day exports, so decisions are always one step behind the shelf.

Reordering depends on someone noticing

Purchase orders get raised after the stockout, not before it.

Floor staff can't answer customers

Current pricing, availability, and promotions live in a system nobody on the floor can reach.

Seasonal hiring overwhelms IT

Onboarding forty temporary staff takes days, and offboarding them properly never quite happens.

Recognise these? A free 15-minute call is usually enough to tell you which are fixable with the licences you already own.

Book a Free Consultation
WHAT WE SOLVE

Built for
Retail & Wholesale.

Each of these is a scoped piece of work with a clear outcome. We start with whichever one is costing you the most right now.

01

Inventory Visibility

Power BI reports give managers live stock levels across every location, instead of relying on end-of-day spreadsheet exports.

02

Automated Reordering

Power Automate workflows trigger purchase orders before stockouts happen, based on thresholds you set.

03

Connected Sales Teams

Teams and SharePoint give frontline staff instant access to current product and pricing data on the floor.

04

Seasonal Staffing Support

Streamlined Microsoft 365 provisioning gets seasonal hires access to exactly what they need, fast, and revokes it just as cleanly.

Want these scoped for your retail & wholesale business? We'll put rough timelines and effort against each one.

Get a Scoped PlanCompare Service Levels
YOUR TOOLKIT

The Microsoft Tools
Your Sector Needs.

These are the products we configure for Retail & Wholesale — what each one does, and why it matters here specifically. Most are already included in the licences you own.

ANALYTICS

Power BI

Live reports on stock, sales, and margin across every location in one dashboard.

WHY RETAIL & WHOLESALE NEEDS IT

Area managers compare stores in real time instead of reconciling spreadsheets on Monday.

AUTOMATION

Power Automate

Triggers actions automatically when a threshold is crossed — like raising a reorder.

WHY RETAIL & WHOLESALE NEEDS IT

Reorders fire before the shelf is empty, based on rules you set once.

COLLABORATION

Microsoft Teams

Store-level channels for shift comms, promotions, and head-office announcements.

WHY RETAIL & WHOLESALE NEEDS IT

A pricing change reaches every floor team the same day it's decided.

CONTENT

SharePoint

A single library for product data, planograms, and store operating procedures.

WHY RETAIL & WHOLESALE NEEDS IT

Floor staff answer customer questions from current information, not a printout from March.

IDENTITY

Microsoft Entra ID

Automated account provisioning and instant, complete deprovisioning.

WHY RETAIL & WHOLESALE NEEDS IT

Seasonal hires get exactly the access they need on day one — and lose all of it the day they leave.

CUSTOM APPS

Power Apps

Tablet apps for stock counts, price checks, and store audits.

WHY RETAIL & WHOLESALE NEEDS IT

Stock counts stop being a clipboard exercise that gets typed up later.

Already paying for most of these? We'll audit your tenant for free and show you which are switched on, which aren't, and which are misconfigured.

Get a Free Tenant AuditSee Our Service Levels
HOW IT WORKS

From First Call
to Fully Running.

The same three steps for every retail & wholesale client. No long discovery phase, no surprise invoices — you'll know what's happening at each stage.

01

We Audit What You Already Have

Before anything is bought or changed, we look inside your tenant: which licences you hold, what's switched on, what's misconfigured, and where your sector's risks actually sit.

  • Full licence and usage review
  • Security and compliance gap report
  • No commitment, no cost
02

We Configure Around How You Work

We turn on and shape the tools your sector benefits from — access rules, automation, dashboards, device policies — and leave out the ones that would just add noise.

  • Sector-specific security baseline
  • Automations built for your workflows
  • Staff onboarded as it goes live
03

We Stay On It

Environments drift. We monitor, patch, review, and adjust as your business changes, so the setup that worked at go-live still works two years later.

  • Ongoing monitoring and support
  • Regular posture reviews
  • A named team that knows your setup

Step one is free and takes 15 minutes. You'll get the audit findings whether or not you work with us.

Start With the Free Audit
THE OUTCOME

What Changes
Once It's Live.

  1. 01

    Fewer stockouts

    Threshold-driven reordering catches gaps before customers do.

  2. 02

    Stores that compare fairly

    One live dashboard, one definition of every number, every location.

  3. 03

    Seasonal scaling without IT panic

    Provisioning and offboarding run to a repeatable, auditable process.

These are the results our clients report. We'll tell you honestly which are realistic for your setup before you commit to anything.

Book a Free ConsultationRead Case Studies
PROVEN RESULTS

Case Studies in
This Industry.

Real deployments in your sector, with the numbers the client actually measured afterwards.

An online retailer

Retail & Wholesale

A shared mailbox is a single address that several people open from inside their own Outlook. There is no separate login and no shared password. Everyone reads and replies from the same place, and every message in and out sits in that one mailbox. Send as makes sure replies leave from the shared address, not a personal one. Here is how info@ fans out to the team. It is one email address that several people open from their own Outlook. There is no separate sign in and no license to buy. It suits team addresses like info@, sales@, and support@. Everyone sees the same mail, and replies are shared across the team. We do this kind of quick win inside the plan you already own as part of our Microsoft Office 365 Support. Often it is the small free fix that starts a longer relationship.

3Paid inboxes turned into free shared mailboxesRead story →

Ferris & Cole Retail

Retail & Wholesale

We automated reorder workflows in Power Automate, connected to live inventory reporting in Power BI, so both buyers work from the same real-time numbers and reorders trigger before shelves go empty.

60%Reduction in stockout incidentsRead story →

Want to know what a result like this would look like for your business? We'll walk you through the closest comparable project we've delivered.

Book a Free ConsultationView All Case Studies
OTHER SECTORS

We work across industries.

View all industries →
HealthcareBanking & FinanceEducationManufacturingHospitalityProfessional Services

Ready to Run Every
Store From One View?

Book a free 15-minute call and we'll show you what live inventory reporting would look like across your locations.

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500+ clients served