OpsGrid · Distribution · Dynamics 365 Business Central required · Active Beta

The credit hold is in Business Central. Nobody knows who's supposed to release it.

$47,200 in orders blocked for NORTHWIND TRADING. The credit controller checked the account. Finance needs to approve. Nobody's tracking who's next. It's been 72 hours and the customer is calling.

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What OpsGrid surfaces from BC

Three distribution signals in Business Central right now — none with an owner

OpsGrid monitors BC continuously. When a threshold is crossed, it ranks the signal by cost impact and sends it as an actionable card to the named owner in Teams.

Credit hold
NORTHWIND TRADING — $47,200 blocked
  • 3 orders on hold, 72 hours unresolved
  • Customer paid last invoice 8 days ago
  • Credit Controller reviewed — Finance approval pending
Critical · Unrouted
Inventory risk
PARIS-CHAIR — Stockout in 3 days
  • Current stock: 6 units. Open orders: 14 units
  • Replenishment lead time: 11 days
  • Exposure: $18,600 in unfulfillable orders
Critical · Unrouted
SLA breach
14 backorders — past promised date
  • Average delay: 4.2 days past commit
  • 3 customers have escalated to account manager
  • Exposure: $31,000 in delayed revenue
Warning · No decision
How OpsGrid closes the gap

Credit hold to decision in Teams — not in an email chain

Signal

BC flags a credit hold, SLA breach, or stockout threshold. OpsGrid ranks by revenue impact and picks up the signal within minutes.

Route

Credit Controller gets credit holds. Inventory Manager gets stockout risk. Purchasing Lead gets replenishment signals. One person per signal. SLA clock starts immediately.

Approve in Teams

Owner reviews the recommended action in Teams — release credit hold, approve transfer, create PO. No BC login required. One tap to approve, reject, or escalate.

Execute

Approved action writes to BC — credit hold released, draft purchase order created, transfer order confirmed. Nothing posts without explicit approval.

Audit

Every decision logged — who released the hold, when, what BC data they saw, what orders shipped next.

No rip-and-replace: OpsGrid works alongside your existing BC setup. Pricing tables, margin rules, credit limits — none of it changes. OpsGrid governance sits on top, not inside the configuration.
Decision owners by signal type
Credit Controller Inventory Manager Purchasing Lead CFO (escalation)

We already have BC reports. Why do we need a governance layer?

BC reports show what happened. They don't assign a decision owner, they don't set a response SLA, and they don't execute the approved action. A credit hold report tells you the hold exists. It doesn't tell the Credit Controller to act, give them a one-click approval path, or post the release to BC when they do.

The gap isn't data — it's accountability. Which person owns this signal? By when? What happens if they don't respond? The report can't answer any of those questions.

OpsGrid turns BC data into decisions with named owners, SLAs, and an audit trail. The report stays. The decision gets governed.

What OpsGrid governs in distribution
Credit hold routing to Credit Controller with context
Stockout signal to Purchasing Lead with draft PO
Backorder SLA breach to Account Manager
CFO escalation if hold unresolved past SLA
Full audit trail — every decision, release, rejection
Common questions

What mid-market distributors ask before deployment

No. OpsGrid reads BC data — credit balances, order status, stock levels, backorder age. It surfaces decisions and routes them to named owners. Pricing tables, margin rules, and credit limits stay exactly where you set them in BC. OpsGrid has no write access to configuration. The only writes it makes are operational: draft transfer orders, purchase orders, or credit release flags — and only after explicit human approval.
Signal thresholds are configurable per decision type. You set the credit hold value above which OpsGrid routes (e.g., orders above $10,000 blocked for 48+ hours). Backorder SLA thresholds are separate. Stockout warning levels are separate. You don't get a card for every minor event — you get a ranked list of the highest-cost unresolved decisions, routed to the right person. Typical mid-market distribution deployment: 3–8 actionable signals per day.
OpsGrid routing is configured per decision type with primary owner, backup owner, and SLA. If the primary doesn't respond within the configured window, it escalates to backup — then to CFO if needed. You configure the chain once during Week 1. Part-time availability is handled through backup routing, not by excluding the person from the decision chain.
Three weeks. Week 1: BC APIs enabled, service account provisioned, decision types configured — credit hold thresholds, backorder SLA limits, stockout warning levels, routing chain per decision type. Week 2: Teams webhook live, approval routing confirmed. Week 3: Go-live walkthrough with your team, first live signals reviewed, routing adjustments complete. Measurable ROI within 60 days or we refund 50% of implementation cost.
Active Beta · Mid-market distribution

See your BC distribution signals routed to the right person in one session

We start with a free Decision Latency Audit — map where your BC data is getting stuck and put a number on it. No commitment until you see the cost. Dynamics 365 Business Central required. 3-week deployment. ROI in 60 days or 50% refund.

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