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Install, enable, and set up Demand planning

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This article describes how to install, enable, and set up Demand planning in Microsoft Dynamics 365 Supply Chain Management. It explains how to use Power Platform admin center to install Demand planning in your tenant and set up the feature in Supply Chain Management.

Prerequisites

To use Demand planning with Supply Chain Management, you must be running one of the following versions of Supply Chain Management:

  • Supply Chain Management version 10.0.36, build 10.0.1695.83 or later
  • Supply Chain Management version 10.0.37, build 10.0.1725.60 or later
  • Supply Chain Management version 10.0.38 (any build) or later

To use Demand planning in a production environment, each relevant user must have a license for it. Learn more in Demand planning license requirements.

Important

Demand planning no longer supports Supply Chain Management Cloud hosted environments.

As of February 28, 2024, Demand planning no longer supports Supply Chain Management environments of the Cloud hosted type. After that date, you can no longer import, export, or sync data between Demand planning and Supply Chain Management environments of this type.

If you're running a Supply Chain Management Cloud hosted environment and want to continue to use Demand planning, you must either switch to a Supply Chain Management environment of the Tier-2 type or higher, or set up a unified development environment. You must then create new import and export profiles in Demand planning and configure them to connect to your new Supply Chain Management environment.

Install Demand planning in Power Platform admin center

Important

You must install Demand planning on the same tenant as your Supply Chain Management environment to ensure that the built-in import and export profiles can be used to import and export data.

Due to a current technical limitation, you can't install Demand planning on your tenant's default environment.

Follow these steps to install Demand planning in Power Platform admin center.

  1. Sign in to Power Platform admin center.
  2. Select Resources > Dynamics 365 apps on the left navigation pane.
  3. Search for and select the app named Dynamics 365 Demand Planning Application.
  4. Select Install on the top toolbar.
  5. Select an environment, review the packages that will be installed, and select the I agree to the terms of service checkbox.
  6. Select Install.

Enable and configure Demand planning in Supply Chain Management

Follow these steps to enable and configure Demand planning in Supply Chain Management.

  1. In the Feature management workspace, turn on the Demand Planning feature.

  2. Go to System administration > Setup > Demand planning app parameters.

  3. On the General tab, in the Demand planning app URL field, enter the URL where Demand planning is installed.

  4. Go to Master Planning > Setup > Master planning parameters.

  5. On the Number sequences tab, in the grid, find the row where the Reference field is set to Demand forecast sequence number. Then select the link in the Number sequence column for that row.

  6. On the details page for the selected number sequence, on the Performance FastTab, set the following field:

    • Preallocation – Set this option to Yes.
    • Quantity of numbers – Set the value to 500.

  7. On the Action Pane, select Save.

  8. You must now refresh the data entity list in Supply Chain Management to ensure that data imports and exports between Supply Chain Management and Demand planning will work correctly. Follow these steps:

    1. Go to System administration > Workspaces > Data management.
    2. Select the Framework parameters tile.
    3. Open the Entity settings tab.
    4. Select Refresh entity list.