M365.FM - Modern work, security, and productivity with Microsoft 365

Mirko Peters - Founder of m365.fm, m365.show and m365con.net

Welcome to the M365.FM — your essential podcast for everything Microsoft 365, Azure, and beyond. Join us as we explore the latest developments across Power BI, Power Platform, Microsoft Teams, Viva, Fabric, Purview, Security, and the entire Microsoft ecosystem. Each episode delivers expert insights, real-world use cases, best practices, and interviews with industry leaders to help you stay ahead in the fast-moving world of cloud, collaboration, and data innovation. Whether you're an IT professional, business leader, developer, or data enthusiast, the M365.FM brings the knowledge, trends, and strategies you need to thrive in the modern digital workplace. Tune in, level up, and make the most of everything Microsoft has to offer. M365.FM is part of the M365-Show Network. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

  1. 9 giờ trước

    Azure Local and Landing Zones: How to Build Hybrid Cloud the Right Way with Christoffer Klarskov Jakobsen [MVP]

    What happens when your cloud strategy cannot live entirely in the public cloud? Organizations are modernizing infrastructure with Azure, platform services, Infrastructure as Code, automated deployment pipelines, and Azure Landing Zones. At the same time, some workloads still need to remain close to factories, offices, regulated environments, existing infrastructure, or latency-sensitive systems. In this episode of M365 FM, Mirko Peters talks with Microsoft MVP Christoffer Klarskov Jakobsen about how Azure Local can become part of a broader Azure architecture rather than another isolated on-premises platform. They explore Azure Local, Azure Landing Zones, Azure Arc, governance, Infrastructure as Code, Bicep, Azure DevOps, modernization, and the realities of building hybrid cloud environments. WHAT IS AZURE LOCAL? Azure Local combines familiar infrastructure technologies with Azure-based management, governance, and security capabilities. At its core, organizations can run workloads such as virtual machines locally while connecting the environment back to Azure. Christoffer explains that the major difference compared with a traditional Windows Server environment is the Azure experience surrounding the infrastructure. Organizations can keep workloads and data locally while using Azure capabilities to manage and govern the environment. IS AZURE LOCAL JUST AZURE IN YOUR DATA CENTER? Not exactly. Azure provides a significantly larger catalog of cloud services, but Azure Local can bring selected Azure experiences closer to local infrastructure. Christoffer discusses running virtual machines and Kubernetes on Azure Local as well as scenarios involving SQL Managed Instance and Azure Virtual Desktop. The result isn't a complete copy of Azure running inside your building. It's a hybrid platform combining local compute requirements with selected Azure services and management capabilities. WHEN DOES AZURE LOCAL MAKE SENSE? Several scenarios stand out. Organizations may have regulatory requirements requiring data to remain locally. Others need extremely low latency between applications, machines, factories, or other infrastructure. Some organizations simply have workloads that cannot yet move completely into the public cloud. Christoffer also sees increasing potential around local AI workloads, including scenarios where organizations need AI capabilities while maintaining local control over their data. AZURE LOCAL IS A LOCAL CLOUD One of the important architectural lessons from the conversation is that Azure Local shouldn't be treated as simply another pair of servers. The environment includes multiple infrastructure and Azure-connected layers. Organizations therefore need people who understand the underlying hardware and operating technologies as well as Azure management. Christoffer describes Azure Local as effectively operating a local cloud rather than simply installing another traditional virtualization cluster. WHY AZURE LANDING ZONES MATTER Moving workloads into Azure doesn't automatically create a well-designed cloud environment. Organizations need structure, security boundaries, governance, permissions, networking, logging, and clear separation between workloads. Azure Landing Zones provide an architectural approach for establishing those foundations. Instead of placing unrelated applications, development environments, production systems, networking components, and shared services inside the same subscription, organizations establish clearer boundaries around workloads and responsibilities. THINK DIFFERENTLY ABOUT AZURE SUBSCRIPTIONS A subscription shouldn't simply become a container for everything an organization deploys. Christoffer recommends thinking about subscriptions as boundaries for specific environments and workloads. A development environment can have its own subscription. Testing can have another. Production can have another. Shared connectivity, logging, identity, and other platform services can be separated appropriately. This makes environments easier to secure, govern, understand, and eventually decommission. MANAGEMENT GROUPS CREATE STRUCTURE Management groups provide another layer for organizing Azure environments. They allow organizations to establish a hierarchy above subscriptions and apply governance at broader scopes. Policies and permissions can then be assigned at the management-group level rather than repeatedly configuring every individual subscription. Christoffer also discusses the local management group, which makes Azure Local increasingly relevant within the same Landing Zone architecture. AZURE POLICY AS THE GUARDRAIL Azure Policy plays a major role in this architecture. Policies can audit environments against organizational or regulatory requirements. They can identify non-compliant resources. They can deploy required configuration when something doesn't already exist. They can also deny configurations that organizations don't want users to create. Examples discussed include controlling Azure regions and preventing insecure storage configurations. Instead of relying entirely on documentation telling employees what they should do, organizations can encode many requirements directly into the platform. DENTITY, RBAC AND ZERO TRUST Landing Zones also provide a foundation for stronger access control. Christoffer emphasizes the principle of least privilege. Users and automated deployment identities should receive only the permissions required to perform their responsibilities. Application owners shouldn't automatically have access to connectivity infrastructure. Support personnel shouldn't automatically be able to modify logging systems. The objective is to establish clear security boundaries instead of making everybody an owner simply because that configuration is easier. AZURE LOCAL MEETS AZURE LANDING ZONES This is where the hybrid architecture becomes particularly interesting. Azure Local previously had limitations around how organizations could structure subscriptions and resources. Christoffer explains that newer capabilities make it possible to use multiple subscriptions and resource groups, enabling Azure Local to align much more closely with Landing Zone design principles. The Azure Local cluster itself can live within one subscription while different workloads use additional subscriptions. That enables organizations to apply clearer boundaries between the control plane and workloads. TIER 0, TIER 1 AND TIER 2 The conversation goes deeper into separating workloads according to security requirements. For example, domain controllers can be treated as Tier 0 resources and placed into a dedicated subscription with particularly strict access controls. Member servers can occupy another tier. End-user workloads such as Azure Virtual Desktop can be separated again. This creates an architecture where local workloads don't simply exist inside one giant infrastructure bucket—they participate in a structured Azure governance model. AZURE ARC CONNECTS THE TWO WORLDS Azure Arc is one of the technologies making the traditional boundary between cloud and on-premises infrastructure increasingly less important. Arc can connect servers running outside Azure with Azure management capabilities. That can include Windows and supported Linux systems running locally, on virtualization platforms, or even with other infrastructure providers. Once connected, organizations can use Azure capabilities including Microsoft Defender for Cloud, Azure Policy, and Azure Update Manager across infrastructure that isn't physically running inside an Azure datacenter. ONE MANAGEMENT PLANE FOR HYBRID INFRASTRUCTURE Traditionally, organizations often accumulated separate products for monitoring, patching, security, configuration, and infrastructure management. Azure Arc changes that model. Instead of treating every location as an entirely separate environment, administrators can increasingly manage distributed infrastructure through Azure. The physical location of the workload still matters for latency, compliance, hardware, and availability—but it doesn't necessarily require an entirely separate management model. INFRASTRUCTURE AS CODE FOR AZURE LOCAL Infrastructure as Code isn't limited to Azure public cloud resources. Christoffer explains that Azure Local infrastructure and workloads can also be deployed using Infrastructure as Code. His principle is straightforward: If you're going to do something more than once, automate it. The initial investment may take additional time, but repeatable deployment becomes particularly valuable for environments requiring ongoing maintenance and consistent configuration. WHY BICEP? Christoffer primarily uses Bicep for Infrastructure as Code. Coming from a PowerShell background, he found the transition into Bicep relatively natural. Visual Studio Code and its supporting extensions also make the development experience easier by identifying syntax issues and helping developers understand available configuration. He doesn't argue that Bicep is universally better than Terraform—rather, Bicep fits naturally into the Microsoft-focused environments and workflows he works with. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Azure Local and Landing Zones: How to Build Hybrid Cloud the Right Way with Christoffer Klarskov Jakobsen [MVP]
  2. 9 giờ trước

    Dynamics 365 Business Central AL Development

    Business Central handles finance, customers, sales orders, inventory, and invoices out of the box. But what happens when your company needs one additional field, a custom approval step, a new business rule, or functionality that doesn't exist in the standard application? In this episode of M365 FM, Mirko Peters explains Dynamics 365 Business Central AL Development—how developers use Microsoft's AL language and extensions to customize Business Central without directly modifying the standard application.    WHAT IS BUSINESS CENTRAL AL DEVELOPMENT?  AL stands for Application Language. It is Microsoft's programming language for developing functionality specifically for Dynamics 365 Business Central. AL allows developers to add and change business functionality involving records, pages, reports, calculations, validations, and processes. The important concept isn't only AL itself. It's the extension model. Instead of rewriting Microsoft's standard Business Central application, developers create separate extensions containing their custom functionality. WHY BUSINESSES CUSTOMIZE BUSINESS CENTRAL Business Central already covers many standard business processes. But no two organizations operate exactly the same way. A food distributor might require additional batch information. A service business could require another approval before invoicing. A retailer might need customer reward levels. Another organization could require specific fields, forms, or internal validation rules. These requirements don't necessarily justify changing an entire ERP process. Sometimes the business simply needs Business Central to understand one additional piece of information or enforce one additional rule. WHY EXTENSIONS EXIST Older development approaches frequently involved modifying the original application code. That could work until the underlying application was updated. Microsoft's new code and the organization's modifications then had to be compared and reconciled. Business Central extensions use a different model. The standard application remains in place while custom functionality sits beside it as a separate application. Updates still require testing, but developers don't need to recreate every customization inside Microsoft's original source code. THINK OF BUSINESS CENTRAL AS AN OFFICE BUILDING The episode uses an office-building analogy. Business Central is the building. Instead of knocking holes through the existing structure whenever somebody needs another room, the platform provides approved connection points for extending it. Microsoft maintains the main building. The organization maintains its additional functionality. This separation makes the resulting environment easier to understand and maintain over time. STANDARD FIRST, CUSTOMIZE SECOND Not everything should be customized. Changing Business Central simply because its standard process looks different from an organization's previous ERP can create unnecessary maintenance. Good customization begins with three questions: What problem are employees experiencing? What should happen instead? Can standard Business Central already solve it? AL development becomes relevant when the standard product genuinely doesn't meet the business requirement.  WHAT CAN AL DO? AL can work with Business Central data and application behavior. Developers can use it to add or change records, calculate values, control pages, create reports, validate information, display messages, and automate business rules. But AL isn't intended as a general-purpose language for building every kind of software. You wouldn't normally choose AL for a public shopping website, mobile game, or standalone desktop application. Its focused job is extending Dynamics 365 Business Central. WHAT IS A BUSINESS CENTRAL EXTENSION? An extension is a separate application Business Central can install. It contains the organization's custom functionality while Microsoft's standard Business Central application remains separate. An extension can be extremely small. It might add one additional field to the customer record. Another extension could contain an entire industry-specific solution with its own data, processes, pages, reports, and business rules. Both follow the same fundamental extension architecture. AL VS THE OLDER C/AL MODEL The episode also discusses C/AL, associated with older Dynamics NAV development. In that development model, developers frequently modified original application objects directly. Many organizations successfully operated systems this way, but customizations became closely tied to the standard application. AL moved Business Central toward an app-based extension model, separating custom functionality from Microsoft's standard application. MULTIPLE EXTENSIONS Business Central can contain more than one extension. An organization might have an extension from a software partner handling payroll, another extension providing shipping functionality, and an internally developed extension implementing company-specific rules. Business Central brings those applications together as long as they follow the platform's rules and don't conflict. This modular approach allows organizations to assemble the functionality their particular business requires. THE MAIN AL BUILDING BLOCKS Inside an AL extension, developers work with objects. An object is a named piece of the application responsible for a particular job. The episode introduces several important AL object types: Tables → Store information Pages → Present information to users Table Extensions → Add information to existing tables Page Extensions → Add functionality to existing pages Codeunits → Contain reusable business logic Reports → Present information in documents or layouts Queries → Retrieve focused information XMLports → Exchange structured information TABLES Tables store information in Business Central. Think of a table as a digital filing cabinet. A customer table contains customer records. An item table contains products. Sales-related tables contain information associated with sales transactions. If an organization needs information that doesn't belong in an existing standard table, an extension can create its own table. Examples from the episode include reward levels, equipment inspections, and project approvals. FIELDS Fields are the individual pieces of information stored inside records. A customer can have a name, address, payment term, telephone number, and other details. Custom fields could contain information such as a reward ID, delivery instruction, internal risk score, membership level, or link to another system. Fields can contain different types of information including text, dates, amounts, yes/no values, and predefined choices. PAGES Pages are the screens users interact with inside Business Central. A customer card is a page. A list of sales orders is another page. Different page types support different activities. A Card Page focuses on one record. A List Page displays multiple records. A Worksheet Page supports scenarios where employees need to enter or process several lines of information together. Tables store the information while pages determine how employees interact with it. TABLE EXTENSIONS Suppose Business Central's standard customer table already contains almost everything the organization requires, but the business needs one additional Reward ID. Creating another customer table would unnecessarily duplicate the existing customer information. Instead, a developer creates a Table Extension. The standard customer table remains intact while the extension adds the additional company-specific field. PAGE EXTENSIONS Adding a field to the underlying table doesn't automatically display it to employees. A Page Extension adds the field to an existing Business Central page. The Reward ID could therefore appear directly on the standard Customer Card. Page Extensions can also add groups, actions, buttons, or menu commands. Employees continue working on the familiar Business Central page while the extension adds the functionality required by the organization. CODEUNITS Codeunits provide a home for business logic. Suppose the selected customer reward level determines the discount percentage. Instead of putting the discount calculation directly into the Customer Card page, the calculation can live inside a Codeunit. Other pages, reports, and business processes can then call the same procedure. This avoids maintaining several different versions of the same business rule. ㅤ TRIGGERS ㅤ A trigger is a defined location inside an AL object where code can execute when something happens. For example, code can run when a field value changes or when a page opens or closes. Suppose somebody selects a Reward ID for a customer. A validation trigger could check whether the reward level exists, whether the customer is blocked, or whether another value should be updated. The rule executes when the relevant action occurs. EVENTS Events allow extensions to react to processes occurring inside Business Central without copying those complete processes. Think of an event as a notification from the standard application. Business Central might announce that a record is about to be inserted, a document is about to be posted, or another process has completed. An extension can listen for the event and execute its own functionality at the appropriate point.tes Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Business Central AL Development
  3. 11 giờ trước

    Dynamics 365 Dual-write - Simply Explained

    A salesperson updates a customer address in Dynamics 365 Sales. Later, someone in finance opens the same customer and still sees the old address. Which one is correct? When sales, service, finance, and operations work in different applications, shared business data can quickly become duplicated or inconsistent. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Dual-write connects Finance and Operations apps with Microsoft Dataverse so supported records such as customers, addresses, contacts, products, and orders can remain synchronized as teams work. WHAT IS DYNAMICS 365 DUAL-WRITE? Dual-write is Microsoft's built-in connection between Dynamics 365 Finance and Operations apps and Microsoft Dataverse. Think of an organization as having a front office and a back office. The front office includes salespeople, service agents, field workers, and other customer-facing teams. The back office handles finance, inventory, purchasing, orders, fulfillment, and other operational processes. Both sides work with many of the same customers and products, but they need different applications for their jobs. Dual-write creates a controlled connection between those environments so selected shared records can remain synchronized without employees manually copying information between applications. THE BUSINESS PROBLEM DUAL-WRITE SOLVES Without integration, one customer can quietly become two different records. Sales might have Northwind Bikes with the customer's new address. Finance might have Northwind Bicycle Company with the previous address. Both records can look correct when viewed independently, but they no longer describe exactly the same business relationship. Employees then become the integration layer. They export spreadsheets, send emails, compare records, re-enter information, and investigate which version is correct. Dual-write is designed to reduce that manual handoff. FRONT OFFICE AND BACK OFFICE Dynamics 365 applications support different types of work. Dynamics 365 Sales focuses on leads, opportunities, customer relationships, and sales conversations. Customer Service manages customer questions and cases. Field Service supports technicians and work performed at customer locations. Finance and Supply Chain Management handle areas such as accounting, inventory, products, purchasing, orders, and fulfillment. The objective isn't to force every employee into one giant application. Instead, employees continue using the application appropriate for their role while selected business information remains connected behind the scenes. MICROSOFT DATAVERSE Dataverse is the shared data foundation behind many Microsoft business applications. Dynamics 365 Sales, Customer Service, Field Service, parts of Project Operations, Power Apps, and Power Automate can work with Dataverse. For understanding Dual-write, think of Dataverse as the common data area on the customer-application side. Finance and Operations remains the operational foundation on the other side. Dual-write connects selected records between these environments. THINK OF DUAL-WRITE AS AN INTERNAL DOOR Imagine an office building with customer-facing teams on one side and finance and operations on the other. Without integration, somebody has to carry information between them. They might send an email, move a spreadsheet, or manually enter the information again. Dual-write acts like a staffed internal door. When a supported record changes on one side, Dual-write can pass the related change through that door according to predefined rules. Each team keeps its own workspace while shared information remains connected. WHAT ARE TABLE MAPS? Dual-write doesn't blindly synchronize every piece of information. It works through defined connections called table maps. A table stores a particular type of record. A customer table contains customer records. A product table contains products. An address table contains address information. A table map tells Dual-write which table in Finance and Operations corresponds with which table in Dataverse. It also defines how relevant fields relate to each other. Think of the table map as the translation sheet between the two systems. TWO-WAY SYNCHRONIZATION The word dual reflects the ability of supported maps to synchronize changes in both directions. A supported update in Dataverse can update the corresponding record in Finance and Operations. A supported update in Finance and Operations can also update the related Dataverse record. However, this doesn't mean every table or every field should automatically move in both directions. Organizations still need clear rules about which system owns particular information. NEAR REAL-TIME DATA Dual-write is designed for business information employees need while they're actively working. Instead of waiting for an overnight synchronization job, supported changes can move between the environments in near real time. Near real time doesn't mean absolutely zero delay. It means the connection supports live operational processes rather than relying primarily on scheduled file exchanges. A salesperson shouldn't need to wait until tomorrow morning before finance sees an important customer update. WHAT DATA CAN DUAL-WRITE CONNECT? Common examples include customers, addresses, contacts, products, vendors, company information, organizational structures, and finance or tax reference information. The exact records depend on the Dynamics 365 applications and business processes an organization uses. The important principle is not to synchronize everything possible. Synchronize information that genuinely needs to represent the same business record across both environments. ㅤ  CUSTOMER RECORDS  Customers are one of the clearest examples. Sales needs information such as customer names, contacts, phone numbers, and delivery information. Finance needs the legal customer record, billing information, and the details required for orders and invoices. Dual-write can keep supported customer information connected while allowing each team to continue working inside the Dynamics 365 application designed for its responsibilities. ADDRESSES AND CONTACTS Customer information is more complicated than one company name. A customer can have a billing address, shipping address, and service location. The organization might also work with buyers, Accounts Payable contacts, service managers, and other people within the same customer organization. Connected address and contact structures help sales, service, finance, and operations work with related information without independently rebuilding those relationships in every application. PRODUCT INFORMATION Products provide an example where ownership frequently becomes important. Finance and Operations often owns product creation because operations controls product master information, stock units, and other details required to sell and deliver products. Once the product is prepared for customer-facing work, Dual-write can send related product information into Dataverse. Sales users can then work with those products without somebody manually recreating the product catalog in another application. ONE-WAY VS TWO-WAY MAPS Not every business record needs two-way synchronization. Some maps support changes in both directions because both sides have a legitimate reason to maintain information. Other records have a clearer owner. Products provide a useful example: operations might create and govern the product while sales simply receives and uses that information. The correct synchronization direction should follow the organization's actual data ownership model. DATA OWNERSHIP MATTERS Before synchronizing information, organizations need to answer: Where does this record begin? Who can change it? Which system wins when information conflicts? Who corrects an incorrect value? For example, sales might own relationship and contact information while finance owns payment-related information and operations owns products and inventory. The exact ownership model depends on the business. What matters is that the ownership is clearly defined before automation begins moving changes between applications. HOW A CHANGE TRAVELS Imagine a salesperson speaking with a customer who recently moved. The salesperson updates the customer's street address in Dynamics 365 Sales and saves the record. Sales stores that change in Dataverse. Dual-write checks the relevant table map and identifies the corresponding customer and address information in Finance and Operations. The supported update travels across automatically. When finance later opens the customer record, the updated address is available without somebody manually entering it again. SYNCHRONOUS BUSINESS PROCESSES For normal day-to-day operations, the connection is designed to process related updates as part of the current working process instead of placing everything into a background synchronization job that might execute much later. This matters because employees make decisions based on what they see now. Customer addresses, product details, and other shared information shouldn't quietly drift apart for hours before somebody discovers the difference. When synchronization fails, that failure needs attention rather than remaining hidden until another team discovers inconsistent data. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Dual-write - Simply Explained
  4. 18 giờ trước

    Dynamics 365 Accounts Payable - Simply Explained

    A supplier invoice arrives. The goods may already be sitting in your warehouse or the service may already be complete—but what actually needs to happen before money leaves the company? Dynamics 365 Accounts Payable connects vendor records, invoices, purchase orders, receiving, invoice matching, approvals, payment runs, bank accounts, and settlement into one controlled financial process. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Finance manages the complete journey from receiving a vendor bill to recording the final payment. WHAT IS DYNAMICS 365 ACCOUNTS PAYABLE? Accounts Payable tracks money your company owes vendors for goods and services it has already purchased. Think of it as the payment office inside a large company. Bills arrive, somebody verifies them, the appropriate people approve them, finance determines when they should be paid, and finally the payment is sent to the supplier. Dynamics 365 keeps these individual activities connected so finance can follow the complete history of each vendor invoice. WHY ACCOUNTS PAYABLE MATTERS Most businesses don't pay suppliers immediately when they place an order. A supplier delivers goods or completes a service and then sends an invoice. The company now owes that amount, but the money hasn't left the bank account yet. That unpaid amount becomes a liability. A business can therefore have significant cash in its bank account while simultaneously owing substantial amounts to suppliers. Accounts Payable gives finance visibility into both what has already been paid and what will need to be paid in the future. ACCOUNTS PAYABLE VS ACCOUNTS RECEIVABLE The names sound similar, but they represent opposite sides of company cash flow. Accounts Payable = Money your company owes vendors. Accounts Receivable = Money customers owe your company. If your company buys printers from a supplier, the supplier invoice belongs in Accounts Payable. If your company sells desks to a customer and sends them an invoice, that customer invoice belongs in Accounts Receivable. One tracks money leaving the business. The other tracks money expected to enter it. THE GOAL OF ACCOUNTS PAYABLE The objective is straightforward: Pay the right vendor, the right amount, on the agreed date. Paying too early reduces available cash sooner than necessary. Paying too late can create supplier problems, reminders, disputes, or less favorable payment terms. Paying the wrong amount creates additional administrative work. Dynamics 365 provides the records and controls finance teams need to manage these decisions consistently. THE VENDOR RECORD Before Dynamics 365 can process an invoice, it needs to know who should receive the money. The vendor record acts as the supplier's file inside Dynamics 365. It can contain the vendor's name, address, contact information, currency, payment terms, payment method, and other financial settings. These settings don't simply describe the supplier. They influence what happens later when invoices and payments are processed. PAYMENT TERMS Payment terms determine when an invoice becomes due. One supplier might require payment within 14 days. Another might allow 30 days. Some vendors may offer discounts for early payment. Dynamics 365 uses the configured payment terms to calculate invoice due dates. That means employees processing invoices for the same vendor don't need to remember individual agreements or search old emails to determine when payment is required. PAYMENT METHODS Payment terms answer when the supplier should be paid. Payment methods answer how the money should reach them. Depending on the organization's processes, vendor payments can use methods such as electronic payments, cheques, or promissory notes. Dynamics 365 allows organizations to configure payment methods according to the financial processes they actually use. VENDOR GROUPS Large organizations can have hundreds or thousands of vendors. Creating every financial setting independently for every supplier would create unnecessary work and increase the risk of inconsistent configuration. Vendor groups allow organizations to group suppliers sharing common finance rules. The individual vendor still maintains its own identity and transaction history, while the group provides a common starting point for shared financial configuration. VENDOR POSTING PROFILES Posting profiles tell Dynamics 365 where vendor transactions belong in the General Ledger. When an invoice is posted, Dynamics 365 needs to record what the organization owes while also connecting the transaction with the appropriate financial accounts. The posting profile provides the accounting map behind this process. Finance employees therefore don't need to manually determine the relevant vendor ledger account every time they process an invoice. HOW VENDOR INVOICES ENTER DYNAMICS 365 Invoices can enter the Accounts Payable process in several ways. A finance employee can manually enter information from an invoice received through email, paper, or another channel. The invoice record can contain the vendor, invoice number, invoice date, currency, amounts, lines, tax information, purchase order references, and supporting documents. For higher invoice volumes, invoice information can also enter electronically through data entities and connected invoice-processing solutions. INVOICE NUMBERS AND DUPLICATE DETECTION The vendor's invoice number is particularly important. Suppose Northwind Office Supplies sends invoice NWO148. If the same invoice enters the system again, Dynamics 365 can use the combination of vendor and invoice number to identify a potential duplicate. This matters because suppliers sometimes resend invoices when they aren't sure the first copy arrived. Employees can also accidentally process the same document twice. Duplicate detection helps prevent the same bill from being paid twice. INVOICE ATTACHMENTS Supporting documents can remain connected with the transaction. A PDF invoice, scanned document, or other supporting paperwork can be attached to the invoice record. The finance employee reviewing the transaction can therefore compare the information entered into Dynamics 365 with the original document without searching through shared mailboxes or filing cabinets. This also creates a clearer record when somebody needs to review the transaction later. AUTOMATED INVOICE IMPORT Organizations processing large numbers of invoices don't necessarily need employees to manually type every invoice. External invoice capture systems can send invoice information into Dynamics 365 using data entities. The invoice header contains information such as the vendor, invoice number, dates, currency, total amount, and purchase order reference. Invoice lines explain exactly what the supplier is charging for. Supporting documents can travel alongside the structured invoice information. VENDOR INVOICE POLICIES Before an invoice proceeds, Dynamics 365 can check whether it follows the organization's configured rules. Missing vendors, invalid dates, duplicate invoice numbers, incorrect totals, or imported data problems can prevent an invoice from proceeding normally. The objective isn't to automate every decision. Automation handles routine checks while finance employees investigate exceptions requiring human judgment. INVOICE APPROVAL WORKFLOWS Workflow determines who needs to approve an invoice. Instead of emailing a PDF to a manager and waiting for somebody to respond, Dynamics 365 can route the invoice according to predefined organizational rules. A small invoice might require a simple approval. A large invoice might require a senior manager. An invoice associated with a particular department can be routed toward the manager responsible for that department. The approval route follows configured rules instead of relying on somebody remembering who should receive the invoice.  AUTOMATION AND EXCEPTIONS Invoices that satisfy established rules can move through routine parts of the process more efficiently. Invoices containing problems become exceptions. Perhaps the vendor is missing, an invoice number already exists, or imported information contains an error. Finance employees can investigate those exceptions rather than spending the same amount of time manually checking every invoice. The system handles repetition. People handle situations requiring judgment. INVOICE MATCHING Approval answers: Has the appropriate person approved this invoice? Invoice matching answers another question: Does the supplier's invoice agree with what the company actually ordered and received? When a purchase originates from a purchase order, Dynamics 365 already has information describing the agreed vendor, products, quantities, prices, and terms. That gives finance something concrete against which the vendor invoice can be checked. PURCHASE ORDERS A purchase order records what the organization agreed to purchase before the invoice arrives. Suppose the company orders ten office chairs at an agreed price. The purchase order establishes that agreement. When the supplier invoice eventually arrives, finance can compare the bill against the original purchase order instead of reviewing the invoice without any purchasing context. PRODUCT RECEIPTS For physical goods, another important record exists: the product receipt. When goods arrive, warehouse employees record what was actually received. If ten chairs were ordered but only eight arrive because two are backordered, the product receipt can record those eight units. Dynamics 365 now has three important pieces of information: What was ordered. What actually arrived. What the supplier wants the company to pay. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Accounts Payable - Simply Explained
  5. 21 giờ trước

    Dynamics 365 Virtual Entities - Simply Explained

    What happens when your sales team works in Dynamics 365, but inventory lives in a warehouse system, invoices live in finance, and product information lives in an ERP? You could copy all that information into Dataverse, but then you create duplicate records, synchronization jobs, delays, and another place where information can become outdated. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Virtual Tables, formerly known as Virtual Entities, provide live access to external business data without requiring Dynamics 365 to store another copy. WHAT ARE DYNAMICS 365 VIRTUAL TABLES? A Virtual Table is a table definition inside Microsoft Dataverse that points to records stored somewhere else. Dataverse understands what the information looks like—such as product name, available quantity, price, or invoice status—but the actual records remain in the external system. Think of it as a window into another business system. Dynamics 365 provides the familiar interface while the external application remains responsible for storing and managing the data. VIRTUAL ENTITIES VS VIRTUAL TABLES You may still encounter the term Virtual Entities in older documentation, implementations, and conversations. The current terminology is Virtual Tables. The underlying concept remains the same: Dynamics 365 and Dataverse can expose external information as though users were working with another Dataverse table, while the records themselves remain outside Dataverse. WHY COPYING DATA CREATES PROBLEMS Imagine your warehouse has ten units available when an overnight synchronization runs. The following morning, Dynamics 365 shows ten. At lunchtime, the warehouse ships all ten units. The warehouse system immediately knows inventory has reached zero, but Dynamics 365 could continue displaying ten until the next synchronization occurs. Your salesperson is now making decisions using outdated information. The problem isn't necessarily that synchronization failed. The problem is that the copied information became outdated between synchronization runs. THE DUPLICATE RECORD PROBLEM Copying information also creates another question: Which system owns the truth? The product exists in the ERP system, but another copy exists in Dataverse. Someone changes the description, price, status, or availability. Now somebody needs to determine which version should win. Virtual Tables avoid this problem by allowing the original business system to continue owning the record while Dynamics 365 users access that information when required. THINK OF TWO FILING CABINETS Imagine keeping identical documents in two filing cabinets. One cabinet belongs to sales and another belongs to the warehouse. Whenever somebody changes a document in one cabinet, they need to carry the updated copy to the other. Miss one update and the cabinets disagree. Traditional synchronization follows a similar pattern. Virtual Tables provide another approach: instead of maintaining the second copy, give the sales team a secure way to see information from the original cabinet. ONE PLACE TO WORK DOESN'T REQUIRE ONE DATABASE Organizations frequently say they want "one system." What employees often actually need is one place to work. A salesperson shouldn't need to open Dynamics 365, switch to the ERP to check inventory, open another application to check an invoice, and then return to the customer record. Virtual Tables can bring selected external information into the Dynamics 365 experience while allowing specialized systems to continue managing their respective business processes. A LIVE WINDOW INTO EXTERNAL DATA Suppose an account manager is discussing a large opportunity with a customer. The customer wants 500 units next month. While remaining inside Dynamics 365, the account manager opens related product availability information showing the item number, warehouse, available quantity, and expected replenishment date. That information can come directly from the external warehouse or ERP system rather than yesterday's imported inventory list. Dynamics 365 becomes the workspace while the warehouse system remains the inventory authority. NORMAL DATAVERSE TABLE VS VIRTUAL TABLE With a normal Dataverse table, the records are stored inside Dataverse. Accounts, contacts, opportunities, and cases are common examples. With a Virtual Table, Dataverse defines how the external information should appear and how to retrieve it, but the actual records remain somewhere else. The difference can be summarized as: Standard Table → Dataverse stores the record Virtual Table → Dataverse accesses the record from another system THINK OF A LIBRARY CATALOG A library catalog contains information describing a book. It tells you the title, author, and where to find it. But the catalog isn't the book. A Virtual Table works similarly. Dataverse understands the structure and knows how to request the record, but the external system contains the actual business data. RUNTIME DATA ACCESS Virtual Tables retrieve information when the application needs it. A user might open a view, search for particular records, apply a filter, or select an individual row. Dataverse then requests the relevant information from the external system. The objective isn't to fetch every external record and permanently store it. Instead, the application requests the information required for the current interaction. THE THREE BUILDING BLOCKS The episode explains three important components behind a Virtual Table: Data Provider → translates requests Data Source → identifies and connects to the external service Virtual Table → maps external information into a Dataverse table structure Together, these components allow Dynamics 365 to request external records and present them through a familiar user experience. WHAT IS A DATA PROVIDER? The Data Provider acts as a translator. Dynamics 365 and Dataverse send requests using their own concepts—tables, columns, filters, and record IDs. The external system might use another API or data format. The provider translates between those two sides. Users don't need to understand that conversation. They interact with the resulting records through the Dynamics 365 application. WHAT IS A DATA SOURCE? If the provider knows how to communicate, the Data Source identifies where to communicate. The Data Source contains connection information for the external service. This can include the service address, authentication information, and connection-related settings. Think of the Data Provider as knowing the language and the Data Source as containing the address and connection details required to reach the correct system. ODATA V4 Dataverse includes support for an OData Version 4 provider. OData provides a standardized approach for exposing and requesting data over the web. An external service might expose products containing fields such as product number, description, unit price, and available quantity. The provider can request those records and return them in a structure Dataverse understands. This provides a common integration approach when the external application already supports OData V4. CUSTOM DATA PROVIDERS Not every external business application supports OData. Organizations can use custom Data Providers when another integration method is required. A developer might create a provider connecting Dataverse with a REST API, database, or proprietary company service. The custom provider still performs the same fundamental job: Receive the Dataverse request → communicate with the external system → translate the response → return records to Dataverse. MAPPING EXTERNAL COLUMNS The Virtual Table defines how external fields should appear inside Dataverse. The warehouse application might call a field Available Quantity, while Dynamics 365 users see Stock on Hand. The mapping tells Dataverse that these fields represent the same information. This allows organizations to provide user-friendly terminology inside Dynamics 365 without requiring the external system to rename its own fields. UNIQUE RECORD IDS Dataverse needs to distinguish one external record from another. Virtual Table records therefore require dependable unique identifiers that Dataverse can recognize. Without a reliable ID, Dataverse can't confidently determine which exact product, invoice, customer, or other external record the user selected. Record identity is therefore an important technical requirement when evaluating whether an external data source can work effectively through Virtual Tables. FOLLOWING A VIRTUAL TABLE REQUEST Imagine a salesperson opens a product list and filters for available items. Dataverse recognizes that the request targets a Virtual Table. The Data Provider receives the request. The Data Source provides the information required to contact the external service. The provider translates the filter into something the external service understands. The source system returns matching records. The provider converts those results into Dataverse rows. Dynamics 365 displays them in the familiar interface. The user sees a normal-looking product list while the data remains in the external system. WHERE VIRTUAL TABLES FIT BEST Virtual Tables work particularly well when another system clearly owns the information but Dynamics 365 users need that information during their normal work. Examples include live inventory, product information, purchase status, invoice status, finance information, supplier catalogs, and selected marketing information. The external application remains responsible for managing the lifecycle of the record. Dynamics 365 provides contextual access to that record alongside the customer's sales or service information. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Virtual Entities - Simply Explained
  6. 1 ngày trước

    Dynamics 365 Product Information Management - Simply Explained

    What happens when sales, purchasing, warehouse teams, and your online store all have different information about the same product? A supplier changes a specification, one spreadsheet gets updated, another system doesn't, and suddenly customers receive outdated information or employees order the wrong item. In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Product Information Management (PIM) creates a shared product definition across the business and manages products, product masters, variants, dimensions, configurations, categories, attributes, legal entities, and integrations. WHAT IS DYNAMICS 365 PRODUCT INFORMATION MANAGEMENT? Dynamics 365 Product Information Management provides a central place for defining and maintaining product information. Purchasing needs supplier information and units. Warehouse teams need accurate information for receiving, storing, and picking. Sales needs understandable product names. Finance needs the correct product setup, while commerce channels need descriptions, images, and specifications. Without a shared product definition, each department can create its own version of the same information. PIM provides the common product record those different business processes can use. ONE PRODUCT RECORD ACROSS THE BUSINESS Consider an insulated water bottle originally sold as a 500-milliliter product. The supplier changes it to 750 milliliters. Purchasing receives the new specification, but the online store still shows 500 milliliters. Sales sends customers an outdated specification sheet, while warehouse employees see labels that don't match their orders. Nobody intentionally created incorrect information. The problem is that different departments were working from different copies. Product Information Management creates one central product definition where agreed product information can be maintained and reused. WHAT INFORMATION DOES A PRODUCT RECORD CONTAIN? The product number provides a consistent identifier even when different teams use different terminology. The record can also contain names, descriptions, units, images, attachments, categories, attributes, and translations. Units are particularly important because organizations might buy, sell, store, or count products as pieces, boxes, kilograms, liters, or pallets. Attachments can provide supplier documents or specifications, while images help employees and customers recognize products. Translations allow the same underlying product to have appropriate names and descriptions for different languages and markets. SIMPLE PRODUCTS VS PRODUCT MASTERS Dynamics 365 distinguishes between a simple product and a product master. A simple product represents one fixed item without choices that create separate variants. A product master represents an entire family of related products. A pair of jeans provides a useful example. Customers might consider it one product, but a warehouse needs to distinguish blue medium jeans from black large jeans. The product master contains the shared information for the jeans range. Individual variants represent the exact products employees purchase, stock, sell, and ship. PRODUCT VARIANTS EXPLAINED A variant is a specific sellable or manageable version of a product master. Blue medium jeans can represent one variant. Black large jeans can represent another. Although both belong to the same product family, they're not interchangeable. Each variant can have different inventory availability, labels, barcodes, and operational requirements. The product master therefore acts as the parent definition while variants represent the individual members of that family. PRODUCT DIMENSIONS Dynamics 365 Supply Chain Management includes five product dimensions discussed in the episode: Color, Size, Style, Configuration, and Version. Color and size are straightforward examples for clothing. Style can distinguish variations such as regular fit and slim fit. Configuration can identify a particular build or setup, such as different equipment specifications. Version can distinguish engineering changes to a product over time. Organizations choose the dimensions appropriate for each product family rather than applying every dimension to every product. PRODUCT DIMENSIONS VS PHYSICAL DIMENSIONS Product dimensions shouldn't be confused with physical dimensions. Weight, height, width, length, and volume describe the physical characteristics of a product. They don't necessarily create another sellable variant. Product dimensions identify which specific variant somebody wants. Physical dimensions describe what that product is physically like. For warehouse operations, physical dimensions can help determine how much space something requires. For a customer ordering black jeans in size large, product dimensions identify the correct variant. THREE WAYS TO CONFIGURE PRODUCT VARIANTS Dynamics 365 Supply Chain Management supports three approaches covered in the episode: Predefined variants, dimension-based configuration, and constraint-based configuration. The appropriate method depends on whether the organization already knows every valid product combination or whether the final product is configured according to customer choices and business rules. Choosing the appropriate configuration model early is important because it shapes how the product family is managed afterward. PREDEFINED VARIANTS Predefined variants work well when the organization already knows which combinations it will sell. A retailer might sell jeans in several colors and sizes but not offer every mathematically possible combination. Instead of generating unnecessary variants, the business creates only the combinations that actually exist. This keeps the catalog cleaner and prevents somebody from ordering a combination the organization doesn't sell. DIMENSION-BASED CONFIGURATION Dimension-based configuration can be useful in manufacturing. Imagine a company producing industrial pumps where different configurations require different components. The organization can use a shared Bill of Materials while associating particular components with specific configurations. A pump requiring one voltage might need one motor, while another configuration requires a different motor. The configuration determines which relevant component lines should be used for the resulting product. CONSTRAINT-BASED CONFIGURATION Constraint-based configuration becomes useful when customers can select many options but not every combination is technically possible. A custom machine might provide choices for its housing, motor, voltage, safety equipment, and control panel. Some combinations work together. Others don't. A product configuration model defines available choices and the rules controlling them. The system can therefore prevent an impossible product configuration before the order reaches manufacturing. CHOOSING THE RIGHT CONFIGURATION MODEL ㅤ The key question is: Does the business know every valid product combination before an order arrives, or does the customer create a valid product through a controlled set of choices? A retailer with a fixed clothing range probably doesn't require a sophisticated configurable-product model. A manufacturer producing made-to-order equipment might. The product configuration approach should follow the real purchasing, sales, and production process rather than simply choosing the most flexible technology available. PRODUCT CATEGORIES Categories provide structure around product information. Think of them like aisles inside a well-organized store. A company might organize products into clothing, tools, office supplies, or more specialized categories. One product can also participate in multiple categories when those categories serve different business requirements. Categories make products easier to find, organize, and manage while providing structure for related product information. PRODUCT ATTRIBUTES Attributes provide additional details describing a product. For a water bottle, attributes might include material, capacity, lid type, insulation, brand, and care instructions. For industrial equipment, attributes might describe physical dimensions, power requirements, temperature ranges, or technical standards. Categories can carry attributes appropriate for the products they contain. This gives organizations a structured way to capture useful product information rather than inventing unrelated fields for individual products. IMAGES, ATTACHMENTS AND TRANSLATIONS Product information isn't limited to structured fields. Images can help warehouse employees, salespeople, and customers recognize an item. Attachments can contain supplier documentation, specifications, and other supporting information. Translations allow product names and descriptions to be presented appropriately across different languages while retaining the same underlying product definition. Together, these capabilities make the product record a richer source of information than a simple item number and description. CONTROLLING ACCESS TO PRODUCT DATA Not every employee should be allowed to modify every product record. Changes to product names, specifications, categories, or other information can affect multiple downstream teams and systems. Dynamics 365 can apply product-data access rules at category or individual-product level. Different teams can therefore manage the product areas for which they're responsible while sensitive or restricted products can receive tighter controls. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Product Information Management - Simply Explained
  7. 1 ngày trước

    Dynamics 365 Master Planning - Simply Explained

    A customer wants 100 bicycles next month. You already have some finished bicycles in stock, wheels are arriving from a supplier, frames are stored somewhere else, and your production line is booked for the next two weeks. What should you buy, what should you build, what should you move—and when does each action need to happen? In this episode of M365 FM, Mirko Peters explains how Dynamics 365 Master Planning connects customer demand, inventory, purchasing, production, bills of materials, lead times, capacity, forecasts, and planned orders to create one connected supply plan. WHAT IS DYNAMICS 365 MASTER PLANNING? Dynamics 365 Master Planning is the part of Supply Chain Management that determines how future demand should be covered. Think of your business as an office building with a stockroom attached. Customer orders enter through one door. Inventory sits on shelves. Suppliers deliver materials. Production converts components into finished products. Master Planning looks across all of these activities instead of allowing each team to maintain its own disconnected plan. It combines current demand and available or expected supply, identifies shortages, and suggests actions for planners to review. WHY A STOCK COUNT ISN'T ENOUGH Imagine a customer orders 100 bicycles and your warehouse currently contains 30. You still need 70. But those 70 bicycles require frames, wheels, chains, seats, bolts, packaging, employees, machines, and enough production time. A simple inventory report tells you what exists now. It doesn't tell you whether the missing components can arrive before production needs them or whether the factory has enough time to complete the order. Master Planning connects quantity with time. FROM SPREADSHEETS TO CONNECTED PLANNING Without connected planning, sales might maintain customer orders in one system while warehouse employees check inventory somewhere else. Purchasing tracks supplier dates in spreadsheets and emails. Production maintains another schedule describing what the factory can build. Each individual list might be correct, but somebody still needs to connect everything to answer one question: Can we deliver what the customer ordered by the promised date? Dynamics 365 Master Planning brings these demand and supply signals together. MASTER PLANNING VS A SPREADSHEET Think of a spreadsheet as a photograph. It can provide a useful snapshot of inventory at a particular moment. Master Planning is closer to a forward-looking schedule. It considers quantities alongside dates, future demand, incoming supply, production requirements, and existing inventory. When one of those elements changes, the planning picture can change as well. THE THREE PLANNING MODES Dynamics 365 doesn't provide only one way to plan. The episode explains three different planning scenarios: Master Planning focuses on day-to-day and shorter-term requirements. Forecast Planning looks at expected future demand. Intercompany Master Planning connects demand and supply requirements between legal entities. Each starts with demand but answers a different planning question. MASTER PLANNING AND NET REQUIREMENTS Master Planning calculates net requirements. The basic concept is straightforward: Demand – Available or Expected Supply = Remaining Requirement Suppose a customer orders 100 units and the warehouse has 30 available. The remaining requirement is 70. If another 20 units are already scheduled to arrive from a supplier before the customer's required date, the uncovered requirement becomes smaller again. Dynamics 365 therefore doesn't simply suggest purchasing or producing the complete customer quantity. It considers supply that already exists or is expected to arrive. WHY DATES CHANGE THE ANSWER Having enough inventory eventually isn't the same as having enough inventory when it's required. Suppose 20 additional bicycles arrive from a supplier. If they arrive before the customer needs them, they can help satisfy the demand. If they arrive afterward, they don't solve this particular shortage. Master Planning therefore considers quantity and timing together. A total inventory number without dates can provide a misleading picture of whether customer demand can actually be fulfilled. THE PLANNING HORIZON The appropriate planning horizon depends on the business. A company purchasing simple products locally might only need to look several weeks ahead. A manufacturer using components with long supplier lead times may need to plan months ahead. The important principle is that planning needs to look far enough forward to identify shortages while there is still time to respond. Discovering a shortage after the required purchasing or production date has already passed provides very little value. FORECAST PLANNING Forecast Planning begins with expected demand rather than confirmed customer orders. A bicycle manufacturer might expect demand to increase during summer. A retailer might anticipate significantly higher sales during a promotion. Waiting until every customer order arrives could leave insufficient time to purchase materials or reserve production capacity. Forecast Planning gives organizations an earlier view of the workload they expect to face. GROSS REQUIREMENTS Forecast Planning calculates gross requirements based on expected demand. If the forecast predicts demand for 500 bicycles in July, planning begins with that expected requirement. The organization can then consider the materials, supplier capacity, warehouse space, and production resources potentially required to support that volume. Forecasts aren't guaranteed customer orders. They provide a planning signal allowing the business to prepare before confirmed demand arrives. INTERCOMPANY MASTER PLANNING Large organizations may operate several legal entities. One company might manufacture a product while another sells that product in another country. The selling company sees customer demand. The manufacturing company needs visibility into the supply requirements created by that demand. Intercompany Master Planning carries planning signals across company boundaries so each legal entity doesn't plan as though it operates completely independently. FROM ONE ORDER TO A CHAIN OF SUPPLY A finished product can create demand for many lower-level components. Suppose a customer orders 70 bicycles. Dynamics 365 can examine the structure of the finished bicycle and determine which components are required to produce those 70 units. That might create requirements for 70 frames, 140 wheels, 70 chains, 70 seats, and hundreds of smaller components. This is where the Bill of Materials becomes critical. BILL OF MATERIALS EXPLAINED A Bill of Materials, commonly called a BOM, is essentially the recipe for a manufactured product. For a bicycle, it identifies the frames, wheels, chains, seats, handlebars, brakes, bolts, and other components required for production. Master Planning can expand demand for the finished product into requirements for the components underneath it. Planners therefore don't need to manually calculate every component requirement whenever customer demand changes. PRODUCTION ROUTES Having every component available still doesn't automatically create a finished product. Production requires work. A route describes the steps required to manufacture the item. For a bicycle, those steps might include assembling the frame, installing wheels, checking brakes, and packing the finished product. Each operation can require resources such as employees, assembly lines, workbenches, machines, or specialized equipment. PLANNING BACKWARD FROM THE CUSTOMER DATE Suppose the customer needs the bicycles on Friday. Production might need to finish Thursday so the warehouse has time to prepare the shipment. Assembly might therefore need to begin Tuesday. Components might need to be available Monday. If a supplier requires ten days to deliver wheels, the purchase order must be placed considerably earlier. The customer delivery date therefore creates a chain of dependent dates stretching backward through production and purchasing. LEAD TIMES A lead time represents how long an activity takes. A supplier might require ten days to deliver components. A warehouse transfer could require two days. A production process might require three days. Master Planning uses these lead times when calculating when supply needs to become available. Incorrect lead times can therefore produce incorrect planning suggestions even when the planning calculation itself works perfectly. PLANNED ORDERS When existing supply can't cover demand, Dynamics 365 can create a planned order. A planned purchase order suggests buying something from a supplier. A planned production order suggests manufacturing something internally. A planned transfer order suggests moving inventory from another site or warehouse. These planned orders contain suggested quantities and dates based on the information available to the planning engine. PLANNED ORDERS ARE SUGGESTIONS A planned order isn't automatically a commitment. Dynamics 365 doesn't need to silently send a purchase order to the supplier or begin production simply because the planning calculation identified a shortage. The planner reviews the suggestion. Is the proposed supplier appropriate? Is the delivery date realistic? Does the quantity make sense? Can production actually handle the work? Master Planning provides the recommendation while the planner remains responsible for the decision. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Master Planning - Simply Explained
  8. 1 ngày trước

    Dynamics 365 Intelligent Order Management - Simply Explained

    A customer clicks Buy, but the product could be sitting in a central warehouse, a nearby store, another legal entity, or with a fulfillment partner. The customer doesn't care about that complexity. They expect a clear delivery promise and their package to arrive. Dynamics 365 Intelligent Order Management coordinates that journey across sales channels, inventory locations, fulfillment systems, warehouses, carriers, and billing platforms. In this episode of M365 FM, Mirko Peters explains how Intelligent Order Management uses orchestration flows, inventory visibility, fulfillment optimization, providers, Dataverse, Power Automate, and Power BI to coordinate orders from initial capture through fulfillment and billing. WHAT IS DYNAMICS 365 INTELLIGENT ORDER MANAGEMENT? Dynamics 365 Intelligent Order Management is a cloud application designed to coordinate an order across the different systems involved in fulfilling it. Think of it as a central dispatch desk. It isn't another online store. It doesn't physically pick products from warehouse shelves, drive delivery vehicles, or replace the finance system. Instead, it receives orders, determines what needs to happen next, passes work to the appropriate connected systems, and tracks the updates coming back. The specialist systems continue doing their jobs while Intelligent Order Management coordinates the journey between them. WHY MODERN ORDER MANAGEMENT BECOMES COMPLICATED A company might sell the same product through its website, physical stores, online marketplaces, and a call center. From the customer's perspective, these are simply different ways to buy the same product. Behind the scenes, however, each channel might use a different system and format. The website has one order record. The point-of-sale system has another. The marketplace sends information differently. A call-center employee might create the order somewhere else. One customer transaction can therefore create several disconnected processes. INVENTORY MAKES THE PROBLEM HARDER Stock might exist across several locations. The main warehouse could have twenty units. A nearby store might have five. Another warehouse could have additional inventory but be significantly farther from the customer. Simply knowing that inventory exists isn't enough. Some inventory could already be reserved. Some locations might not support shipping. Another location might have the product but be unable to meet the customer's promised delivery date. Order management therefore needs to answer more than "Do we have it?" It needs to answer "Which available inventory should fulfill this particular order?"  THE PROBLEM WITH DISCONNECTED SYSTEMS When order information moves slowly between systems, employees frequently become the integration layer. Customer service checks one system, emails the warehouse, contacts the carrier, and then checks another application for billing information. Meanwhile, another sales channel could sell the same inventory before the stock update reaches it. That's how overselling, slow fulfillment decisions, duplicated work, and unclear customer updates can occur. Intelligent Order Management creates a coordination layer across those systems rather than forcing employees to manually connect them. ONE ORDER JOURNEY ACROSS MULTIPLE SYSTEMS The underlying idea is straightforward. Sales systems capture the order. Inventory systems maintain stock information. Warehouse and fulfillment systems handle picking and packing. Delivery partners transport the products. Billing systems handle the financial transaction. Intelligent Order Management coordinates the handoffs between these systems and maintains visibility into where the order currently sits in its journey. DATAVERSE AS THE DATA FOUNDATION Dynamics 365 Intelligent Order Management is built on Microsoft Dataverse. Dataverse provides a common data foundation used across Dynamics 365 and Power Platform applications. In practical terms, this gives Intelligent Order Management a structured place for order and fulfillment information even when the original transactions came from different systems. Organizations also don't need to replace every existing business application with another Dynamics 365 product before they can coordinate orders. MICROSOFT AND NON-MICROSOFT SYSTEMS An organization might already use Dynamics 365 Finance or Supply Chain Management. Another organization might use a third-party warehouse platform, e-commerce solution, marketplace, or logistics provider. Intelligent Order Management is designed to coordinate information across Microsoft and non-Microsoft business applications. The connection points between these systems are called providers. PROVIDERS EXPLAINED Think of a provider as a translator standing at the door between Intelligent Order Management and another system. One application sends order information in its own format. The provider translates and passes that information into Intelligent Order Management. Information can also travel back toward the connected system when another action needs to happen. This allows different applications to continue doing their specialist jobs while participating in the same coordinated order journey. FOLLOWING THE ORDER JOURNEY Imagine a customer orders two products from an online store and requests delivery tomorrow. The online store captures the customer information, delivery address, products, quantities, and delivery choice. A provider brings that order into Intelligent Order Management. Before fulfillment begins, the order can be validated. The system can check whether the necessary customer information, delivery details, product lines, quantities, and other required information are present before sending the order farther downstream. WHY ORDER VALIDATION MATTERS Suppose the customer's apartment number is missing. If the order travels directly through warehouse and carrier systems, the problem might not become visible until somebody attempts delivery. Validation provides an opportunity to identify incomplete or invalid information earlier. The order can then be held or routed appropriately instead of allowing incorrect information to move automatically through every downstream system. ORCHESTRATION FLOWS EXPLAINED An orchestration flow defines how an order should move through the organization's process. Think of it as a visual map of the order journey. A basic flow might receive an order, validate its header and lines, send it toward fulfillment, wait for the relevant events, and eventually send information to a billing provider. Instead of every employee remembering what should happen next, the process itself defines the route. CONDITIONS IN ORDER FLOWS Real-world orders don't always follow one straight path. An online consumer order might follow one process while a B2B order follows another. A particular product might require another approval. A failed validation could require the order to stop. Conditions allow orchestration flows to create different paths depending on what happens. A successful action can continue along one route while an unsuccessful result can send the order somewhere else for additional handling. SPLITTERS AND MULTIPLE ORDER PATHS Splitters allow an orchestration flow to branch into multiple paths according to rules established by the organization. Different order sources could require different checks. Different parts of an order might need different fulfillment routes. Some paths can eventually reconnect while others continue separately. This gives organizations a way to model more complicated order processes without hiding those decisions inside emails and manual handoffs. CUSTOM ACTIONS Not every business requirement fits a standard action. A company might have a specialized manufacturing platform, partner application, or internal system requiring another step in the order journey. Custom actions allow those organization-specific requirements to become part of the orchestration flow. The complete process therefore remains visible even when part of the work depends on a specialized business system. PUBLISHING ORCHESTRATION FLOWS Orchestration flows remain unpublished while teams build and test them. Incoming data doesn't execute through an unpublished flow. Once the organization is satisfied with the process, the flow can be published and incoming information begins moving through it. If the process needs modification, the published flow can be stopped, returned to an unpublished state, changed, tested, and published again. This provides a controlled approach to changing the routes used by live customer orders. INVENTORY VISIBILITY An order orchestration process only works effectively when it has useful inventory information. Inventory Visibility provides a consolidated view of stock across the organization's supply network. Inventory might exist in warehouses, stores, partner locations, or across different legal entities. Instead of manually checking several separate inventory systems, the wider order process can use connected inventory information when making fulfillment decisions. INVENTORY DOESN'T ALWAYS MEAN AVAILABLE Seeing ten units in a location doesn't necessarily mean those ten units can fulfill the current order. Inventory might already be reserved. A store could have stock but not support shipping. A warehouse might have the item but be too far away to satisfy tomorrow's delivery promise. Intelligent order management therefore needs to distinguish between inventory that physically exists and inventory that can realistically fulfill a particular customer order. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

    Dynamics 365 Intelligent Order Management - Simply Explained

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Welcome to the M365.FM — your essential podcast for everything Microsoft 365, Azure, and beyond. Join us as we explore the latest developments across Power BI, Power Platform, Microsoft Teams, Viva, Fabric, Purview, Security, and the entire Microsoft ecosystem. Each episode delivers expert insights, real-world use cases, best practices, and interviews with industry leaders to help you stay ahead in the fast-moving world of cloud, collaboration, and data innovation. Whether you're an IT professional, business leader, developer, or data enthusiast, the M365.FM brings the knowledge, trends, and strategies you need to thrive in the modern digital workplace. Tune in, level up, and make the most of everything Microsoft has to offer. M365.FM is part of the M365-Show Network. Become a supporter of this podcast: https://www.spreaker.com/podcast/m365-fm-modern-work-security-and-productivity-with-microsoft-365--6704921/support.

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