Warehouse Management mobile app step instructions


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 Aug 2, 2021 Oct 1, 2021

Business value

Ramping up new or temporary workers can be challenging because it takes time for them to learn how to perform new tasks. Furthermore, even experienced warehouse workers can often feel uncomfortable when performing new tasks they have never done before. This feature helps workers ramp up faster on new tasks by providing configurable instructions for each step and focusing workers' attention on the most important fields as they work through a flow.

Feature details

Create and display custom instructions for each step of each task flow that you set up for the Warehouse Management mobile app. When provided with well-written instructions, your warehouse workers will be able to start using new flows right away, with no prior training. You can choose which field values to display for each step and highlight the most important of them, which helps workers focus on the most important fields as they work through a flow. With this feature, organizations can:

  • Ramp up workers faster by letting them follow simple instructions for each task step. Each step of a flow provides instructions that allow front-line workers to understand the task.
  • Provide instructions that match your own processes. Write your own instructions to match your own business and warehouse processes. You can make the terminology fit your physical space, local abbreviations, and so on.
  • Increase productivity by highlighting the most important parts of each step. Choose which fields and information should be highlighted for each step to help focus workers' attention (first available in version 10.0.23).

See also

Customize step titles and instructions for the Warehouse Management mobile app (docs)

Work with warehouse management in Dynamics 365 Supply Chain Management - Configure mobile app step instructions (learn)