Saved views for inventory and logistics


This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts Feb 3, 2021 Apr 2, 2021

Feature details

This feature provides a collection of simplified views for inventory and logistics. Each view includes only the fields used most often, thereby providing a quicker overview and a streamlined work process. It adds simplified views for the following pages in Supply Chain Management:

  • Warehouse management: All waves
  • Warehouse management: All loads
  • Warehouse management: All shipments
  • Warehouse management: Load planning workbench
  • Warehouse management: Work details
  • Inventory management: Transactions
  • Inventory management: On-hand list
  • Inventory management: Transfer orders
  • Procurement and sourcing: Purchase order details

The following sales views were released in 2020 release wave 2:

  • Sales and marketing: Sales quotation
  • Sales and marketing: Sales order
  • Sales and marketing: Packing slip journal

See also

Standard saved views for Supply Chain Management (docs)

Saved views (learn)