Industries · Food, Beverage & Process Manufacturing
Dynamics 365 for Food, Beverage and Process Manufacturing
Operations, quality and traceability for Texas food, beverage and process manufacturers.
Food, beverage and process manufacturers operate around recipes, batches, shelf life and traceability — with little tolerance for inventory or quality surprises. Dynamics 365 helps consolidate the picture from procurement through shipment.
The problem
Texas food and beverage manufacturers are one recall away from a very bad week.
Texas is now one of the largest food and beverage manufacturing states in the country, with Houston, San Antonio, DFW and the Rio Grande Valley feeding H-E-B, Kroger, Walmart, foodservice distributors and export customers. FSMA 204 traceability, FDA recall readiness, allergen control, shelf life and customer-specific labeling are non-negotiable — but most growing manufacturers still run on a legacy ERP plus a quality spreadsheet plus a separate scanning system that nobody fully trusts during an audit or a complaint investigation.
Microsoft Dynamics 365 Supply Chain Management — implemented and supported by a Houston managed ERP services partner with food and process experience — handles formulas, batches, lot genealogy, FEFO inventory rotation, quality orders and non-conformance in one model. Combined with Customer Service for complaints and recalls, EDI for retail trading partners and Power BI for yield, scrap and margin dashboards, Dynamics 365 turns traceability and quality from a quarterly fire drill into a daily operating habit.
Typical challenges
The operational realities behind your ERP and CRM decisions.
- Recipes, formulas and batch tracking with full traceability.
- Lot control, expiration and FEFO inventory rotation.
- Quality, non-conformance, recall and complaint workflows.
- Customer-specific pricing, contracts and broker programs.
- Plant-floor capture for yield, scrap and downtime.
- EDI and customer portal requirements for retail and foodservice.
Recommended Dynamics 365 footprint
Applications we typically deploy in this industry.
- Supply Chain Management or Business Central for finance and operations
- Customer Engagement and Sales for account management
- Customer Service for complaints, claims and recalls
- Power BI for operations, quality and margin dashboards
- Integrations to MES, scales, labeling and warehouse equipment
- Power Platform apps for plant-floor workflows
Engagement flow
How an engagement moves from first call to steady state.
- Step 01Discovery and fit assessment — current systems, processes, and friction.
- Step 02Solution blueprint mapped to Dynamics 365 with a phased delivery plan.
- Step 03Configuration, data migration, and integrations to your line-of-business systems.
- Step 04User acceptance testing, training, and a controlled cutover.
- Step 05Managed support and continuous improvement after go-live.
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