Planning and supply
Agree planning inputs, parameters and review steps for proposed supply.
Dynamics 365 Supply Chain Management
Keep demand, stock and delivery in the same picture.
Shape Dynamics 365 Supply Chain Management around the way you plan, purchase, make, store and fulfil.
Consulting · Implementation · Integration · Support
Illustrative example
Demand Stock Review supply Dispatch
Order SO-2084
OpenReplacement componentItem SC-1001
- Customer
- Northstar Engineering
- Requirement
- Review stock and supply
- Warehouse
- Main warehouse
Receiving handoverCheck the item and locationKeep the receipt linked to the supply record.
Stock and proposed supply
Main warehouseReview stock
Planned supplyFor review
Proposed replenishment
Review the required item, supplier, quantity and timing before confirming.
Authorised planner
Review the supply decision Warehouse work
Pick for order
SO-2084
SC-1001Replacement component
- Location
- Main warehouse
- Task
- Check item and pick
Dispatch handoverOrder context stays connected.
From an order requirement to a prepared dispatch.
Follow one illustrative order as planning, purchasing and warehouse teams share the next action.
Demand Stock Review supply Dispatch
Order SO-2084
OpenReplacement componentItem SC-1001
- Customer
- Northstar Engineering
- Requirement
- Review stock and supply
- Warehouse
- Main warehouse
Receiving handoverCheck the item and locationKeep the receipt linked to the supply record.
Stock and proposed supply
Main warehouseReview stock
Planned supplyFor review
Proposed replenishment
Review the required item, supplier, quantity and timing before confirming.
Authorised planner
Warehouse work
Pick for order
SO-2084
SC-1001Replacement component
- Location
- Main warehouse
- Task
- Check item and pick
Dispatch handoverOrder context stays connected.
Current step
See the requirement alongside available stock
The example order needs a replacement component. The planner reviews stock and the relevant supply information before choosing the next action.
Supply planner
- Order
- SO-2084
- Item
- Replacement component
- Next check
- Stock and planned supply
This example does not change a real record.
Select a stage to explore it. Review and approval steps always wait for your action.
Illustrative Supply Chain Management example. Select a stage or play the example.
Choose the operational areas that matter first.
Build a connected flow around the processes and sites you actually need.
Procurement and suppliers
Connect purchasing requests, supplier information and the receiving process.
Inventory and warehouses
Make items, locations, receipts, picking and stock checks part of a defined flow.
Manufacturing
Configure relevant production processes, product structures and shop-floor handovers.
Asset maintenance
Plan maintenance requests and work orders around the assets your team operates.
Make the next operational action clear.
We map how information and work move between your teams before recommending the setup.
Your challengeWhat we configureWhat you receive
Your challengeTeams disagree on stock
What we configureItem, location and inventory processes
What you receiveShared stock definitions and views
Your challengePurchasing reacts too late
What we configurePlanning parameters and purchasing flow
What you receiveA reviewable replenishment process
Your challengeWarehouse steps vary
What we configureReceiving, picking and mobile workflows
What you receiveTested warehouse work instructions
Your challengeProduction and maintenance conflict
What we configureRelevant planning and work-order processes
What you receiveAgreed operational handovers
Make the process usable on the floor.
A useful operational setup gives people the right task, the right information and a clear way to handle an exception.
- Warehouse mobile tasks matched to real work
- Item and location data checked before rollout
- Device, scanning and access needs assessed
- Exceptions tested with the people who handle them
Warehouse equipment, sensors, manufacturing systems and carrier connections are scoped separately.
Test the complete operational journey.
Prepare the data, people and handovers as well as the application.
- 1
Walk the process
Review sites, operational priorities, responsibilities and current exceptions.
You receiveProcess blueprint and rollout scope - 2
Establish the data and setup
Prepare product and location data, then configure the selected workflows and interfaces.
You receiveValidated master data and configured processes - 3
Test end to end
Run receipt-to-dispatch scenarios with the people and devices involved.
You receiveScenario evidence and operating guidance - 4
Train and launch
Rehearse the transition and agree operational ownership and ongoing care.
You receiveLaunch plan and support handover
Connect the tools around the work
- Dynamics 365 Finance
- Power BI
- Power Platform
- Warehouse devices
- Agreed business systems
Demand Planning, AI features and connected equipment depend on the selected edition, licensing, region and agreed integration scope.
Keep the platform useful after go-live.
Support for your people, your application and its connections.
Discuss a support plan- L1 · User helpAccess, navigation and everyday questions.
- L2 · Application supportConfiguration, automation and application issues.
- L3 · EngineeringIntegrations, extensions and complex issues.
Coverage, ownership and response expectations are agreed together.
Before we start.
Must we implement every operational area?
No. Start with the processes and sites that need attention, then plan the dependencies and any later rollout stages.
Can we retain existing equipment or systems?
We review their supported interfaces, data ownership and integration needs before recommending what to connect or change.
What shapes the estimate?
Sites, product data, operational complexity, migration, devices, integrations and the level of support all affect the scope.
Where does your operational flow slow down?
Bring one planning, stock or fulfilment challenge. We will help shape the next step.
Review your operational flowName and email to start.