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Success Story April 23, 2026
Modernizing Pallet Operations with a Scalable Microsoft Ecosystem
For Niagara Pallet, growth wasn’t just about volume, it was about managing complexity without losing control. As disconnected systems and manual processes began to strain sales, retrieval, and operations, the business was hitting a digital breaking point.
The Challenge: A Business Built on Complexity
Niagara Pallet operates across a highly interconnected ecosystem. Customers often act as suppliers. Retrieval routes depend on sales activity. Pricing varies by location, freight, and tax structure. And much of this coordination was happening through disconnected systems, manual workarounds, and tribal knowledge.
As volumes increased, so did the risks:
- Limited visibility across sales and retrieval activities
- Heavy manual effort to generate quotes and manage approvals
- Duplicate and inconsistent customer and vendor data
- Technology that couldn’t support long-term growth
Niagara Pallet needed structure without sacrificing flexibility.
The Solution: Designing the Right Digital Foundation
LIDD modernized Niagara Pallet’s operations with a custom Dynamics 365 Sales solution, designed to handle the company’s unique customer–vendor model and scale seamlessly into Business Central.
LIDD delivered:
- Purpose-built sales and retrieval opportunity pipelines
- A custom data model supporting multi ship-to and bill-to logic
- Standardized, branded quote templates with embedded pricing, tax, and freight logic
- Automated approval workflows using Power Automate
- ERP-ready CRM architecture aligned with future Business Central integration
The result was a system that streamlined day-to-day execution while also preparing Niagara Pallet for long-term ERP consolidation.
The Results: Clarity, Control, and Confidence
By centralizing sales, retrieval, and operational data within Dynamics 365, Niagara Pallet achieved immediate, benefits:
- Unified operations
Sales and retrieval teams now work from a single system of record, eliminating fragmented tools and manual handoffs. - Improved data quality and visibility
Standardized records reduced duplication, improved reporting accuracy, and enabled faster, more confident decision-making. - Stronger foundations for growth
With an ERP-ready CRM and a scalable Business Central roadmap in place, Niagara Pallet is well positioned to support new locations, higher volumes, and more advanced automation.
Most importantly, the technology now works with the business, not against it because for Niagara Pallet, the journey wasn’t about replacing tools. It was about designing a digital backbone that could evolve as the business grows.
Read the full case study below:
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