Mystery of inventory reservations in Dynamics 365 Finance and Operations

Image result for Warehouse inventory

Reservation of inventory items is a very strong feature in Dynamics 365 Finance and Operations. Besides saving a lot of manual activity, it takes care of inventory transactions in various possible scenarios. Though, it is a very strong feature and hence it needs to be used carefully and cautiously as it can gets tricky sometimes.

What do you do if you have limited physical available quantity and you have reserved against a customer of class b and then customer of class A places the sales order which needs to be fulfilled or urgent basis? Would you un-reserve the quantities from first order and reserve against second? In this post, I will describe multiple scenarios of using reservations (multiple or automatic). Keep on reading!

Product life-cycle management in Dynamics 365 Finance and Operations


The evolution of a product from invention, to sales-ready, to eventual end-of-life is simple at its surface. However, this process becomes dramatically more complex when considering all the moving pieces, approvals, inventories, production needs, marketing efforts, profitability, and more. Multiply this complexity by every new product a company seeks to produce, and product lifecycle management (PLM) functionality becomes a must-have for any company in the business of managing one or more production processes.

As the word “lifecycle” might imply, there are natural stages products go through during the course of their production lifetime which influence the many moving pieces referenced above. Since a product’s stage has varying implications on other parts of a business, it’s important to have a tool to manage the process like Microsoft Dynamics 365.

Microsoft Dynamics 365 Finance and Operations brings up the features of product life-cycle management which can manage the process well. Let’s see how. Below is the scenario, I would like to cover. Keep on reading!

FedEx Utility

FedEx utility is a solution built on top of Dynamics 365 CE which seamlessly integrate Dynamics 365 CE with FedEx without any code. It lets business users create outbound shipments and track incoming shipments right within Dynamics 365 CE. Users can also create multiple shipments in a single click, auto-calculate shipment charges and print shipment labels from Dynamics 365 CE. Download from Appsource Keep on reading!

Heuristic Approach for Customer Experience Management (CXM)

Customer experience management (CXM) is the collection of processes a company uses to track, oversee and organize every interaction between a customer and the organization throughout the customer life-cycle (reach, acquisition, conversion, retention, and loyalty). The goal of CXM is to optimize interactions from the customer’s perspective and, as a result, foster customer loyalty. Keep on reading!

Digital Transformation using Dynamics 365

Dynamics 365 is no more a traditional Microsoft Product Suite. Let’s not focus on traditional license selling, selling Dynamics 365 requires consulting or smart sales. Sellers need to make a concerted effort to understand the metrics and challenges within a specific industry then the business of the potential customer and finally the stakeholders within those businesses. This will dramatically increase your conversion rates. Keep on reading!

Telecom to Spark: A journey of customer experience

Communication is the backbone for every single person on the planet to achieve more. And effective communication becomes the need of the day to stay productive and result oriented. Further, required resources needs to be in place at the right time to communicate efficiently. Keep on reading!

Speech to text: An excellent potential feature for the salesforce on the move

Yes, speech to text is a great potential feature of Dynamics 365 CE. I just did the PoC and it was amazing to see how voice memos can be converted to text using Azure cognitive services in real time. Of-course, it has its own learning curve to be one of the cool IPs, but it still works fine and suffice the requirement. It can also let users to choose capabilities like capitalization, punctuation, and normalization. It does support multiple languages. Keep on reading!