Set up Customer(Account) and product mapping in Microsoft Dynamics Intelligent order Management IOM – Microsoft Dynamics | Power Platform

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Microsoft Dynamics 365 Intelligent Order Management IOM Step by Step Tutorial

Follow Below Steps

Step 1 - COMPLETEDCreate the free 30 Days Trial Version Environment for the Microsoft Dynamics 365 Intelligent Order Management

Step 2 - COMPLETEDSet up an IOM environment / Configure platform connection references in Microsoft Dynamics 365 Intelligent order Management

Step 3 - COMPLETEDCreate a new solution for PROVIDER Customization in Microsoft Dynamics 365 IOM / Create a provider solution

Step 4 - COMPLETEDCreate RequestBin Custom connector (Power Platform) for Step by Step Microsoft IOM Tutorial

Step 5 - COMPLETEDCreate new intake provider definition for Step by Step IOM Tutorial Scenario- Microsoft Dynamics 365 Intelligent Order Management / Register a new Provider in Library

Step 6 - COMPLETEDCreate a provider message request handler for Quick Start Lab Scenario for Microsoft Intelligent order Management IOM tutorial

Step 7 - COMPLETEDCreate Fulfillment provider in Microsoft Dynamics Intelligent Order Management IOM – Order to Fulfillment in IOM

Step 8 - COMPLETEDAdd a provider definition logic definition to the Outlook Provider Definition in Microsoft Dynamics Intelligent Management IOM

Step 9 - COMPLETEDCreate a provider action - Power Automate Flow - to send a fulfillment Order payload to RequestBin

Step 10 - COMPLETEDActivate the Intake, Fulfillment, & Internal Application Service provider created in Previous Step by Step IOM Tutorial

Step 11 - COMPLETEDCreate Orchestration policies and their associated rules for Quick Start Lab Scenario in Microsoft Dynamics 365 Intelligent Order Management IOM

Step 12 - COMPLETEDCreate Sales Order Orchestration flow in Microsoft Dynamics Intelligent Order Management IOM

Step 13Set up Customer(Account) and product mapping in Microsoft Dynamics Intelligent order Management IOM

Step 14Run a sample order orchestration flow in Microsoft Dynamics 365 Intelligent Order Management - END TO END DEMO IOM

In this blog we will see required steps to Run the sample order in Microsoft Dynamics 365 Intelligent order management

Step1.Set up customer account

To set up a customer, follow these steps.
1. Go to Customers > Accounts.
2. Select New.
3. For Account Name, enter “TestAccount-IOMQuickLabOrder”.
4. Select Save & close.

Step2.Set up account mapping

To set up account mapping, follow these steps.
1. In the lower right corner of your Intelligent Order Management application screen, change the area from IOM to Configurations. If you use a left-to-right (LTR) language, this setting is located in the lower left corner of your application screen.
2. Go to Mappings > Accounts.
3. Select New.
4. On the New IOM Account Mapping page, do the following:

a.For Mapping Group, enter “Default Mapping Group”.

b.For Customer, enter “TestAccount-IOMQuickLabOrder”.

c.For External Field Name, enter “ProviderName”.

d.For External Field Value, enter “IOMLabOrderIntakeProvider”.

5.Select Save & close.

Step3.Set up pricelist mapping

To set up pricelist mapping, follow these steps.
1. Go to Mappings > Price Lists.
2. Select New.
3. On the New IOM Price List Mapping page, do the following:
  1. For Mapping group, enter “Default Mapping Group”.
  2. For Price list, enter “MasterPriceList”.
  3. For External Field Name, enter “ProviderName”.
  4. For External Field Value, enter “IOMLabOrderIntakeProvider”.
4. Select Save & close.

Step4.Set up unit mapping

To set up unit mapping, follow these steps.
1. Go to Mappings > Units.
2. Select New.
3. On the New IOM Unit Mapping page, do the following:
  1. For IOM Provider, enter “IOMLabOrderIntakeProvider”.
  2. For Unit, enter “ea”.
  3. For External Field Name, enter “unit”.
  4. For External Field Value, enter “each”.
4. Select Save & close.

Step5.Set up product mapping

To set up product mapping, follow these steps.

Go to Mappings > Products.
Select New.
On the New IOM Product Mapping page, do the following:
1. For Mapping Group, enter “Default Mapping Group”.
2. For Product, enter “Drink Spoon”.
3. For External Field Name, enter “sku”.
4. For External Field Value, enter “883988211855”.
Select Save & close.

For next step-Run a sample order orchestration flow in Microsoft Dynamics 365 Intelligent Order Management

Account mapping how to setup fulfillment order in IOM IOM Microsoft Dynamics Intelligent order Management IOM Pricelist Mapping Product Mapping Unit Mapping

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