CRM Trading Case Study

UK's Leading Wholesaler of Fragrance, Skincare, Cosmetics, and Hair-care.

Boost up the operational efficiency with Microsoft Dynamics NAV 2018


Established in 1982, CRM Trading is the leading wholesaler of fragrance, skincare, hair-care, and cosmetics. With over 35 years of experience in the beauty industry, they have been serving their products to a number of brands like Calvin Klein, Davidoff, Vera Wang, Marc Jacobs, and Sarah Jessica Parker. With a warehouse based in the UK, they are ready to source any products and deliver them to the destination within the UK and abroad. Also, they are available in trade shows like Spring and Autumn Fairs at NEC Birmingham, Cosmoprof in Bologna, and the TFWA show in Cannes to showcase their wide variety of premium products.

What are The
Business Challenges


CRM Trading was not satisfied with the output of Dynamics NAV 2009. They primarily need an ERP solution to manage finance, but NAV09 lacks several aspects.

Facing difficulties in dealing with the expansion in business operations in terms of transaction volume. Also, they cannot manage the increase in workload due to the high volume of business operations.

NAV09 starts to perform slower in completing the tasks like opening ledgers and exporting data in excel.

Due to the new norms by the UK government, the MTD (Making Tax Digital) compliance became mandatory, and NAV09 was not built for this.

Solution Delivered

Upgrading to Dynamics 365 Business Central Online


Dynamics Square upgraded CRM Trading's System from NAV09 to NAV 2018.


We have integrated the whole Financial process into NAV 2018 to meet the accounting needs.


NAV 2018 is capable of streamlining the tasks such as setup change, user tasks, maintaining employee ledger, and more.


Dynamics Square helped CRM Trading to understand the NAV's Business Intelligence, which helped them gain accurate insights about the business and make informed decisions in real-time.


We helped CRM Trading embed the NAV 2018 with apps like Office 365 and Microsoft Excel.


The system of CRM Trading started to perform flawlessly and glitch-free since the upgrade. Also, the client's issue about the slow opening of ledgers is resolved with one click opening.

With Dynamics NAV 2018, the client was able to export any number of data to excel without any error or issue.

The integration with Microsoft Office 365 enables the client to share the reports or data, like tax invoices, through e-mails instantly with their customers. This real-time sharing of data results in quicker disbursement of the products and paper savings for nature.

With the NAV 2018, CRM Trading can now submit its tax reports as MTD return with HMRC without any delay.

As a trusted partner, Dynamics Square helped CRM Trading for the betterment of the support ticket system to measure the time and quality.


We are impressed with their product awareness, technical skills and commitment to us. They analyze the situation and deliver to best fit our requirement and solutions.

Mark Shaxted

Operations Manager | CRM Trading

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