DDMRP and buffer level definition
This second post (see the introduction regarding DDMRP) will describe the way buffer level are calculated. Indeed, we will here deep dive into some variables and setup mandatory to provide the correct level of buffer for each DDMRP item. You may be aware of the Min/Max approach used with the traditional MRP. When the coverage code used is Min/Max, the MRP generate planned order any time the… Continue Reading Yohann...
DDMRP introduction and Inventory Positioning
MRP has been improving since the general availability of Planning Optimization. Demand Driven MRP (DDMRP) is clearly one of them. The next serie of posts will highlight the benefits of this new MRP which has been a great adventure for me exploring all of the setup embedded. With traditional MRP, customers have faced some issues such as stockouts or overstocks, shortages, leat time,… Continue Reading Yohann ROLLAND’s...
Pricing management : using charges
Today we will continue digging into Pricing Management new capabilities by reviewing how charges have been enhanced. It will be the last post of this Pricing serie. Don’t forget to visit the previous posts, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold… Continue Reading Yohann...
Pricing Management : how rebates are taken in account for margin calculation
Remember the old existing margin Alert ? This feature too has been impacted thanks to Pricing management module. Let’s say that all new and old pricing adjustement features have been taken into account for calculating margin, from off until on invoice discounts and rebates. Let’s see that through an example. But at first, if you wish to have a look at the whole serie, you can click on the… Continue Reading Yohann ROLLAND’s...
Pricing management : rebates
For this new post related to this new Pricing Management module, I will underline how to use existing rebates features applied to sales orders with new attribute based capabilities. If you wish to have a look at the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold Discount and… Continue Reading Yohann ROLLAND’s...
Pricing management: usage of Funds and Max
In this new blog post about Pricing Management, I will focus on the possibility to put some limits to the usage of any discount, by using the funds and the max setup available on discounts. Let’s see how it’s designed. But as a remainder, if you wish to review the Pricing Management serie, please have a look on those links : Key Concepts Base Price Margin component price adjustments
Pricing Management : Applied discount according to delivery date and price update
Keeping going into details of Pricing Management module. Let’s see how the engine has been designed for choosing the appropriate discount to apply depending on delivery date on order, or when the order has been placed. You will see it’s has been enhanced according to what we use to know. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base… Continue Reading Yohann ROLLAND’s...
Pricing management : applying Discounts (Mix and match discount, Coupon)
In this new post regarding Pricing Management new capabilities, we will continue reviewing discounts : Mix and match and coupon. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discounts and Quantity Discounts Threshold Discount and Free Items Mix and match discount Let’s start with Mix… Continue Reading Yohann ROLLAND’s...
Pricing management : applying Discounts (Threshold discount, Free item)
In this new post regarding Pricing Management new capabilities, we will keep going with discounts. There is 6 different type of discounts and previously we have focused on the simple discount and quantity discount. Also, if you want to review the whole serie, you can click on the following links : Key Concepts Base Price Margin component price adjustments Simple Discount, Quantity Discount < p style=”text-align:…...
Pricing management : applying discounts (Simple discount, Quantity discount)
Let’s continue exploring the Pricing Management module through Discounts. Before going in further details, please have a look on the previous post relating this feature : Key Concepts Base Price Margin component price adjustments Discounts encompass a lot of price capabilities such as simple discount, quantity discount, Threshold discount, free item, mix and match discount and coupon. That… Continue Reading Yohann...
Pricing management : Margin component price adjustments
Defining the base price was the first thing to do after understanding the key concepts of this new Pricing module. Now, before applying different type of discount, it’s possible to adjust the base price (positively or negatively), per amount or percentage. Any combination with different Margin component price adjustments occurrence is possible. Use case for the demo Let me introducing my… Continue Reading Yohann ROLLAND’s...
Pricing management : Base price
To understand the logic of the new pricing management, you have to have always in mind the sequence of the price application. After having introduced the key concepts with component code, groupe attributes and trees, let’s focus on the base price definition. There is actually 4 ways to setup the base price, that we are going to detail in this post. You can use, with this priority order :
Pricing management : Introduction and key concepts
A real pricing engine. That’s exactly what Microsoft has been released and will be G.A soon (public preview since PU33 and April 2023). A brand new module developed by Microsoft allowing sales pricing to be setup per attributes. By gathering retail and sales price policy within a unique module, and adding new features, Dynamics 365 For Supply Chain Management is able to manage more complex… Continue Reading Yohann...
Priority Range methodology on Planning Priority Model with Planning Optimization
In the previous post I’ve introduced the new Priority base planning feature and how the priority is calculated with the percentage of maximum inventory method. In this post I will focus on the product range approach which can be applied instead on the Planning priority model. The priority is not calculated by a percentage but defined by thresholds. Source : Tech Talk As you can see above,… Continue Reading Yohann ROLLAND’s...
Planned orders based on priority with Planning Optimization and Percentage of maximum application
Since the launch of Planning Optimization, even if some of the old Master Planning features are not fully yet retrieved, there is a lot of great new functionalities our customers were waiting for long time. Having planned orders sorted by a priority criteria instead of requirement date is one of them. Previously I have shared a blog post regarding the planned order sequencing but it has some… Continue Reading Yohann...
Vendor multisourcing feature with Planning Optimization
Vendor multisourcing is a common need retrieved in a lot of contexts. Sometimes, customers want to select the appropriate vendor according to specific criteria such as evaluation, lead time, availability, or simply a key allocation. Until now the Master Planning didn’t offer such function, there were only the possibility to setup the default supplier on the item and schedule a planned order… Continue Reading Yohann...
Electronic signatures feature
The electronic signatures need is more and more often on the table when discussing with customers and prospects. Regarding this topic you have to know that Dynamics 365 Finance & Supply Chain Management offers some capabilities to cover this. What is exactly the purpose of electronic signature? Some definition means that It helps guarantee compliance and accountability, and may be either… Continue Reading Yohann...
Manufactured Execution System Integration feature
Today I will detail this interesting quite new feature (available since December 2021) which allows your Dynamics 365 for Supply Chain Management ERP to connect with external MES. Basically 6 standard processes are already pre-build and is a real time saving. You have also some D365 forms in which you will be able to monitor any messages and track issues. Let’s dive that. If you wish to… Continue Reading Yohann ROLLAND’s...
Getting started with Production Floor Execution
The Production Floor Execution is a useful embedded tool available within Dynamics 365 for Supply Chain Management for any employee who has time and attendance tasks to execute, or production route operations to follow up. Some customers require Manufacturing Execution System (MES) functionalities embedded with their ERP Project. There is an out of the box prebuild interface which will… Continue Reading Yohann ROLLAND’s...
Supply risk assessment workspace
Today I will focus on probably the best workspace ever build by Microsoft product teams within Microsoft Dynamics for Supply Chain Management (in my opinion of course). The Supply chain risk assessment helps you analyse the supplier quality rate and procurement risk related to OTIF indicators. What’s OTIF ? On Time In Full : “On time in full (OTIF) is a supply chain metric that is… Continue Reading Yohann ROLLAND’s Article...
Microsoft Sustainability Manager – Take reduction actions
In this last post of a series dedicated to Microsoft Sustainability Manager, I want to underline the features available which will help Sustainability Managers to take reduction actions in order to have a positive impact regarding carbon emission within the company. After having ingesting activity data and run calculations to generate emissions in Greenhouse gases, the analysis done in the… Continue Reading Yohann...
Microsoft Sustainability Manager – Analytics and Insights
In this post, I will detail how calculated emissions have an impact on analytics (views) available out of the box of Sustainability Manager and give insights to stakeholders. The impact of every calculation is visible on the available reports from the Analytics view of Sustainability Manager as long as there is any emission generated. For this scenario, I’m looking at the 2021 total emission… Continue Reading Yohann...
Microsoft Sustainability Manager – Data Calculation
Let’s keep going on digging Microsoft Sustainability Manager. If you wish to review the two first posts please go : Microsoft Sustainability Manager – Key concepts and overview Microsoft Sustainability Manager – Data Ingestion Now let’s see the tricky part which is the process of emission calculations. What is important to introduce is some terminologies quite well explained in the learn… Continue Reading Yohann...
Microsoft Sustainability Manager – Data Ingestion
After introducing the capabilities of Sustainability Manager, let’s dig a little bit into some key features. In this post I will deal with Reference data and Activity data, basically the inbound process for ingesting data in order to calcul the emission impact (which will be addressed in another post). As mentioned previously, the activity data are the extract of different sources of direct… Continue Reading Yohann...
Microsoft Sustainability Manager – Key concepts and overview
Available since June 2022, Microsoft has released quite recently a learn training course regarding this new tool. It’s quite interesting as you are able to run a trial environnent for 30 days so I had the opportunity to overview it. Customers and prospects challenge us more and more every day on Corporate Social Responsibility (CSR – or RSE in French) and tool associating within the… Continue Reading Yohann ROLLAND’s...
Sequencing planned production order within Master planning
In some manufactured contexts, you will need to consider scheduling production order sorted by some criteria. By default, master planning take into entry the requirement date issued from forecast, min/max or sales order entries. You can retrieve this by exploring any planned production order under the Pegging tab. Sometimes, you would like to sort using different criteria. Some industries… Continue Reading Yohann ROLLAND’s...
Usage of template for designing a vendor creation process
In this new post I will underline common functionalities regarding record template creation : creation, defaulted template value with or without a pop-up, deletion. It’s more dedicated to new consultants arriving on our D365 community. In a second part, I will focus on how to use vendor template combined with a standard workflow available out of the box for having an vendor approval process… Continue Reading Yohann...
Vendor identification process and collaborative access
In this post, we will deep dive on full D365 Supply Chain functionality regarding the process of identification and creation of vendors. This applies more on some service businesses when there is a lot of vendors to manage and when we would like to give to our vendors some access to the collaborative portail for them to be able to process purchase orders and manage requests for quotations. < p style=”text-align:…...
Réaliser des filtres et des Espaces de travail adaptatifs à l’utilisateur connecté
Dans D365, plusieurs objets possèdent des informations de collaborateurs « responsables », ou « intéressés » (Exemple : « Acheteur » / « Responsable des ventes » pour des commandes, …) Ces personnes ont un intérêt à pouvoir rapidement trouver les données qui les concerne dans l’ERP. Depuis D365, il est possible de créer de façon personnalisée des Espaces de… Continue Reading admin2897’s Article on their blog Réaliser des...
Rebate management : supplier approach
In this last post (see the previous here) I will focus on the supplier side. The new Rebate management allows us to use only one module to manage supplier and customer back rebates (except deductions which require to use Trade allowance management). Vendor rebate basis on Purchase order In this first scenario, I’m going to use only the purchase order to calculate the rebate amount. On the… Continue Reading Yohann ROLLAND’s...
Rebate management : retroactivity and usage of items
In this second post (see the previous overview here) on Rebate Management, I will focus in more details on different alternative scenarios regarding the rebate management module. Retroactivity Let’s test this scenario which can be very usefull : the retroactivation of the deal. In some industries, especially in agri-food industries, the back rebate are negociating during Q1 and activation… Continue Reading Yohann ROLLAND’s...
Rebate management overview
This new serie of posts are a quick and first approach of this new trade module available in public since Apr 16, 2021. You will find some microsoft documentation here and here. After activating the functionality, the module is available : Have a look on it : Not so much menu item, quite easy to use. We may have expected one workspace dedicated but there is not. This module is address to… Continue Reading Yohann ROLLAND’s...
User role based security
1. IntroductionUser security is a must in Dynamics 365 for Finance and during FiveForty projects we always have a lot of discussing about it and when to start thinking about it. Below we describe the main IT concepts to know behind this feature. We hope it will help you to… Continue Reading admin2897’s Article on their blog http://d365tour.com/en/microsoft-dynamics-d365o/user-role-based-security/ Blog Syndicated with...
Tips and tricks about Requests for quotation and vendor collaboration
Have you heard how to setup vendor collaboration ? And to be more specific make it work with requests for quotations, so the vendor is able to submit or decline a bid invitation ? Here is some tuto dealing with this topic : Process a Request for Quotation: D365 Finance and Operations | Dynamics-Tips The basic flow of an RFQ is we select our items we want to get bids for, the vendors we want to receive bids from and send the RFQ to the...
Premiers pas avec Project Operations : Création d’un projet et flux complet
English version available here Bienvenue dans la seconde partie (vous pouvez retrouver la première partie ici) de la vue d’ensemble sur Project Operations. Nous allons nous concentrer sur la création de projets et de contrats, et les liens existants entre PO et F&O. Projets et contrats Depuis Project Operations, une Unité d’organisation doit être paramétrée (obligatoire pour gérer… Continue Reading Yohann ROLLAND’s...
Project Operations getting sarted : Project creation and End to End process
Welcome to the second part (see first part here) of the Project Operations overview. We will focus on projects and contracts, and interactions between PO and F&O. Projects and contracts From Project Operations, an Organisation Unit has to be setup, it’s mandatory for managing contracts and projects. Then, creating a new contract is done from the Sales module. As you can see, the Contracting… Continue Reading Yohann...
Premiers pas avec Project Operations : Ergonomie et fonctionnalités Dual Write
English version available here Depuis que PO est disponible, j’ai enfin trouvé un peu de temps pour regarder ce nouvel outil de la suite Dynamics. L’objectif de Microsoft est que, à terme, Project Operations puisse remplacer le module Projet de l’ERP Microsoft Dynamics pour la Finance et la Supply Chain. L’impact est déjà visible d’un point de vue licence, puisqu’il existe… Continue Reading Yohann ROLLAND’s Article on...
Project Operations getting started : Ergonomy and synchronization
Since Project Operations has been available, I finally found some time to have a look on this new tool for the Dynamics suite. Basically, it aims to replace the Project management and accounting module embedded in MS Dynamics 365 for Finance and Supply Chain. It means every customer using the Project management and accounting module have to migrate by the years to come. The impact is already… Continue Reading Yohann...
Impact of work orders in asset management on production resources scheduling
When dealing with CMMS, you can address it by using Field Service Module or Asset Management Module embedded within MSDyn365 for Supply Chain. The big differences between those tools available in the global D365 Platform are : Field service applied for customer assets Field service can be interfaced with the ERP through Dual Wright but not directly Asset Management applied on the ERP’s own… Continue Reading Yohann...
Trois nouveautés utiles dans la gestion des fonctions
English Version available here En prenant le temps de regarder les nouvelles fonctionnalités disponibles dans le workspace Gestion des fonctions, voici ce que j’ai réussi à pêcher d’intéressant (liste non exhaustive bien sûr). Ce sont des petites fonctionnalités mais qui peuvent parfois améliorer signicativement l’expérience utilisateur et éviter des développements… Continue Reading Yohann ROLLAND’s Article on their blog...
Three new cool enhancements thanks to Feature management
Having a look on recent new features available within the Feature management workspace, I’ve raised 3 (non exhaustive list) new cool features which helps improve MSDyn365Fin and MSDyn365SCM user experience when running daily task. Add quantity ordered field to the Posting product receipt page Let’s start with this first one available since September 2020 about product receipts. Before… Continue Reading Yohann ROLLAND’s...
Issue : The service required to use this feature is turn off. Check your privacy settings
Error message : The service required to use this feature is turn off. Check your privacy settings Version : MSDyn365FO / O365 / MSDyn365SCM / MSDyn365FIN Module : All Localization : #NA Critical : Blocking when trying to work on data from Excel French message : Le service requis pour utiliser cette fonctionnalité est désactivé. Vérifier vos paramètres de… Continue Reading Yohann ROLLAND’s Article on their blog Issue :...
Understand Power BI Licences
There is a lot of licences and architecture possibilities when a customer wants Power BI for a company deploying BI solution. It’s not as simple as « Get me x Power BI licences ». You have to ask few questions before and then choose the appropriate solution. This post is mainly focus on compliance with MSDyn365FO. The questions are : How many users need to design Power BI… Continue Reading Yohann ROLLAND’s Article on their...
Gestion d’impression des documents et envoi par mail
English version available here La fonctionnalité de gestion d’impression des documents existe depuis quelques temps déjà, mais savez-vous combien de mails peut-on paramétrer pour être éligible à l’envoi automatique sur confirmation d’une commande fournisseur par exemple ? Regardons les options disponibles dans a gestion d’impression des documents. Tout d’abord, la première chose… Continue Reading Yohann...
Document print management and email option
How many emails can we retrieve automatically from a customer or a vendor to send documents like invoice or confirmation to them ? Let’s deep dive this function in the Print management setup within our favorite ERP. First this to setup is the Email parameter functionalities, as it’s described here. Whitout it, the system will not be able to send Email at all. After doing that, just a… Continue Reading Yohann ROLLAND’s...
Générer la DAS2
Bonjour à tous, Dans ce post je vais résumer les étapes à réaliser pour générer las DAS2 à partir du module « Comptabilité fournisseur ». Ce post s’appuie sur les échanges tenus sur la community dynamics et sur l’exceptionnel support d’Annaick Boudin. Une note importante : pour le moment le reporting prend en compte uniquement les transactions entièrement… Continue Reading admin2897’s Article on their blog Générer la DAS2...
Paramétrage des notifications par mail des workflows
English version available here Bonjour à tous, Ceci sera mon premier article à vos côtés. Nous allons aujourd’hui voir comment gérer les notifications des workflows dans D365. En effet, il existe 3 méthodes : Via le calendrier, via le centre d’action ou via des e-mails. Calendrier La première est la méthode de base, qui est visible directement sur l’écran d’accueil. Il… Continue Reading admin2897’s Article on their blog...
D365Tour Press Review – May 2020
D365Tour Newsletter – May 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform BlogsChange the name of new configured security objectsMSDynD365FO Credit management –… Continue Reading admin2897’s Article on their blog D365Tour Press Review – May 2020 D365Tour Newsletter – May 2020 #MSDyn365FO / #MSDyn365FIN / #MSDyn365SCM / #PowerPlatform Blogs Change the name of new configured security objects...
How to setup email notifications on standard workflows
Hello Everyone, This is my first article with you. Today we’re going to see how to manage workflow notifications in D365 Supply Chain Management. Indeed, there are 3 methods that we will discover during 3 chapters: Via the calendar, via the action center or via e-mails. Via the calendar The first one is the basic method, which is visible directly on the home screen. The only condition is that… Continue Reading...
Apps & cyber sécurité
Dernièrement, nous discutions du futur de l’ERP. En imaginant cet avenir, que disait-on ? Simplement qu’il y avait des chances de voir de nombreux services connectés entre eux. Chacun remplissant parfaitement sa mission à la manière d’un vrai professionnel. Ceci étant, quant à l’utilisation d’applications cloud, à quels impacts doit-on s’attendre en matière de sécurité… Continue Reading admin2897’s Article on their blog...