Microsoft Dynamics 365 Supply Chain Management documentation

Discover how to make the most of Dynamics 365 Supply Chain Management with training, docs, and videos covering product capabilities and how-to articles. Learn how to build an adaptable, resilient supply chain that automatically reacts to challenges using real-time visibility, agile planning, and advanced insights.

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Welcome to Dynamics 365 Supply Chain Management

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement

Guidance

• Dynamics 365 implementation guidance
• Implementation lifecycle management
• Implementation FAQ
• Security strategy

Try/Buy/Deploy

• Try Dynamics 365 Supply Chain Management
• Buy Dynamics 365 Supply Chain Management
• Deploy Dynamics 365 Supply Chain Management

Set up

• Lifecycle Services (LCS) user guide
• Project onboarding
• Set up the Warehouse management module

Administer and develop

Manage environments

• Dynamics 365 Lifecycle Services resources
• Continuous delivery
• Upgrades, updates, and hotfixes

Manage data storage

• Data management overview
• Data import and export
• Database movement operations
• Data entities overview

System administration

• System administration overview
• Process automation
• Batch processing overview

Organization administration

• Organization administration overview
• Organizational hierarchies
• Workflow system
• Number sequences overview
• Global address book overview

Manage user access

• Role-based security
• Create users
• Assign users to security roles

Integrate with other products

• Microsoft Office
• Microsoft Power BI
• Microsoft Power Platform
• Microsoft Azure Data Lake
• Third-party apps

Develop integration

• Integration between finance and operations apps and third party apps
• Data management REST API
• Service endpoint overview
• Dual-write overview
• Design principles and best practices for data entities

Platform development

• Develop and customize your environment
• Deploy and access development environments
• Application stack and server architecture

Extend and customize

• Extensibility overview
• Application extensibility roadmap
• Write extensible code
• Integrate with third-party manufacturing execution systems
• Extend warehouse mobile processes

Developer reference

• API references
• X++ language reference
• Open Data Protocol (OData)
• Dual-write mapping reference

Developer tools

• Development tools in Visual Studio
• Version control, metadata search, and navigation
• Build automation using Azure

Develop the user interface

• User interface development home
• General form guidelines
• Build extensible controls

Use

Warehouse management

• Warehouse management overview
• Warehouse configuration overview
• Warehouse handling of inbound loads for purchase orders
• Release outbound orders to the warehouse
• Cycle counting

Warehouse Management mobile app

• Install the mobile app
• Set up mobile devices for warehouse work
• Mobile device user accounts
• Mobile device user settings

Inventory management

• Inbound operations
• Quality assurance
• Inventory activities
• Outbound operations
• Inventory Visibility service

Transportation management

• Transportation management overview
• Transportation management engines
• Plan freight transportation routes
• The load building workbench
• Reconcile freight

Landed cost

• Landed cost overview
• Manage voyages
• Track inbound voyages and shipping container journeys
• Estimate and manage landed costs
• Landed cost reports

Product information management

• Product information overview
• Product configuration
• Product lifecycle states
• Hazardous materials
• Bills of materials and formulas

Engineering change management

• Engineering change management feature walkthrough
• Engineering companies and data ownership rules
• Engineering versions and engineering product categories
• Manage changes to engineering products
• Manage changes in formulas and their ingredients

Procurement and sourcing

• Procurement and sourcing home page
• Procurement and sourcing overview
• Requests for quotation (RFQs)
• Purchase orders
• Supply risk assessment

Master planning

• Master planning home page
• Demand Driven Material Requirements Planning (DDMRP)
• Demand planning home page
• Set up master plans
• Manage planned orders

Manufacturing and production

• Production process overview
• Bills of materials and formulas
• Lean manufacturing
• Catch weight product processing with warehouse management
• How workers use the production floor execution interface

Asset management

• Assets
• Maintenance requests
• Work orders
• The Asset Management mobile app
• Sensor Data Intelligence

Service management

• Service management overview
• Service tasks
• Service objects
• Fulfill service agreements
• Service orders

Sales and marketing

• Sales and marketing overview
• Order promising
• Sales agreements
• Sales returns
• Customer portal

Unified pricing management

• Unified pricing management overview
• Price attributes
• Price component codes
• Price structures
• Discounts

Rebate management

• Rebate management overview
• Rebate deals
• Process, review, and post rebates
• Manage deductions

Cost accounting

• Cost accounting overview
• Map a cost element dimension
• Overhead calculation

Cost management

• Cost management overview
• Inventory costing FAQ
• Standard cost conversion overview
• Costing versions overview
• Global Inventory Accounting

Reporting

• Information access and reporting
• Reporting and analytics with Power BI
• Electronic reporting (ER)
• Electronic reporting components

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