Use Planning Optimization in Dynamics 365 Supply Chain Management

Business User
Functional Consultant
Dynamics 365
Supply Chain Management
Finance and Operations

The Planning Optimization Add-in enables the calculation of a master plan to occur outside Dynamics 365 Supply Chain Management and its SQL database. Planning Optimization improves performance and has minimal impact on the SQL database during the planning runs. Therefore, it can be run during normal office hours and provide immediate results based on the most recent activity.

Learning objectives

In this module, you will:

  • Review the architecture of the Planning Optimization Add-in.
  • Identify the benefits of using Planning Optimization.
  • Discover the performance improvements within Planning Optimization.
  • Learn about priority-based planning


  • General knowledge of supply chain management processes
  • General knowledge of inventory processes
  • Knowledge of procure-to-pay processes
  • Ability to use Dynamics 365 Supply Chain Management for basic processing