Build a Resilient Supply Chain

Build a Resilient
Supply Chain

Table of contents
Introduction
Functions of a resilient supply chain
Hero demo
Asset productivity
Modern manufacturing operations management
Intelligent fulfilment
Agile supply chain
Technology unification
Security and compliance

Preparing for a shrinking
global economy
The percent the global economy is anticipated to
shrink1
3%
The reduction in foreign direct investment inhibiting
growth of industrialized economies2
30-40%
The percent of exports anticipated to decrease from
China2
15-30%
The percent of these same companies have made
significant investments in supply chain planning and
visibility solutions3
90%
The percent of top 25 companies in the world for
supply chain excellence that have formed Center of
Excellence teams for supply planning, procurement
and logistics3
70%
1, 2, 3

Challenges faced by
organizations
Lack of agility to meet changing
customer demand
End to end supply chain visibility
Disparate systems and outdated
technology
Inability to ensure business
continuity
Workforce empowerment and
management

Dynamics 365 composite architecture key advantages
Smart Maintenance
Supply Chain
Management
Sensor Data
Intelligence
Guides
Factory of the Future
5 x Maintenance Models
Value returned to the Enterprise
Increasing asset uptime and revenue
Increasing
profitability
and
incident
responsiveness.
Reactive
Scheduled
maintenance
Condition based
maintenance
Predictive
maintenance
Cognitive
maintenance
1
2
3
4
5
Usual current state
Reusable apps to offer end-to-end
solutions in a wide range of workloads and industries
Accelerated deployment that supports
incremental maturity model strategy for fast ROI
1 2
Sensor Data
Intelligence
Supply Chain
Management
Guides
Remote
Assist
Path to cognitive maintenance

Mixed reality
Administration
BUILD
A
RESILIENT
SUPPLY
CHAIN
Portals E-commerce Mobile POS
Clients
Application management
Automation
Data
Integration
Visualization
IoT Intelligence
Commerce
Supply chain
Distribution
Fulfillment Shipping & receiving
Channel management
Customer order fulfillment Inventory management Procurement & sourcing
Advanced warehousing & transport
Manufacturing execution Production Asset management
CHANNELS
BACK-OFFICE
TECHNOLOGY
UNIFICATION
Collaboration
portal
Electronic
transactions
External
catalogues
Self-service Mobile Web Client
Digital
engagement
Stakeholders
User management
Employees
Customers
Vendors
Functions enabling a resilient supply chain

Dynamics 365 Supply Chain Management
Employees
Mixed reality
Guides
Administration
BUILD
A
RESILIENT
SUPPLY
CHAIN
Dynamics 365 Commerce
Portals
Power App template
E-commerce Mobile POS
Customers
Clients
Scalable Mobile
Options | Web |
Hololens
Application management
Lifecycle Services
Automation Business Events | Power Automate | LogicApps | ChatBot
Data CDS | Virtual Entities | Azure Data Lake | Azure SQL | Key Vault | AI
Integration
SDK | AppSource | Data Management Suite | Power
Platform
Visualization Power BI | Financial Reporting | Excel
IoT Intelligence
Azure IoT Hub
Commerce
Supply chain
Distribution
Fulfillment Shipping & receiving
Channel management
Customer order fulfillment Inventory management Procurement & sourcing
Advanced warehousing & transport
Manufacturing execution Production Asset management
CHANNELS
BACK-OFFICE
TECHNOLOGY
UNIFICATION
Collaboration
portal
Electronic
transactions
External
catalogues
Vendors
Self-service Mobile Web Client
Digital
engagement
Stakeholders
User management
Azure AD
Microsoft ecosystem supports supply chain resiliency

Build a Resilient
Supply Chain
HERO DEMO

Demo personas and products
Carla Yates
PROCUREMENT MANAGER
TREY RESEARCH
B2B PERSONAS
Sammy Bunger
TRANSPORT
COORDINATOR
Jeremy Johnson
SALES ASSOCIATE
John Smithers
WAREHOUSE WORKER
Linda Waller
PRODUCTION MANAGER
PRODUCTS
Dynamics 365 Supply
Chain Management
Power App Customer
Portal Template
Power BI
Dynamics 365 Human
Resources

BUILD A RESILIENT
SUPPLY CHAIN
B2B: HERO DEMO STORY FLOW
CHALLENGES
Enable customer self-service
CHALLENGE: Enable customers to
source key information about O/S
orders and place additional orders
directly.
Receive B2B orders
CHALLENGE: Manage requests
for product variants.
Source and procure resources
CHALLENGE: Disrupted supply
chain requires going back out to
market and sourcing new vendors
by scoring, reviewing, and
comparing.
Wave pick and pack
CHALLENGE: Intelligently
provide the correct level of safety
stock and maximize efficiently of
picking.
Load schedule
CHALLENGE: Maximize load,
minimize shipment costs.
Transport goods
CHALLENGE: Ensure goods
delivered on time, without
incident, and with correct
hazardous paperwork.
Discover insights
and take actions
CHALLENGE: Drive
insights throughout
fulfilment that
optimize costs and
maximize
profitability..
Operate intelligent factories
CHALLENGE: Optimize operations and
minimize asset downtime.
Jeremy Johnson
Sales Associate
John Smithers
Warehouse Worker
Sammy Bunger
Transport Coordinator
Carla Yates
Customer – Trey Research
Procurement Manager
Linda Waller
Production Manager
John Smithers
Warehouse Worker
Optimize planning Execute manufacturing
Enable predictive maintenance
Schedule maintenance
Efficient assets:
Intelligent factory:
Build agile planning and distribution processes
Mange leave and
absence
Enhance human
resources planning
Deliver skills training
Workforce optimization
Resourcing:
Adapt to
disrupted supply
Source
online
Create trade
agreements
Monitor
performance
Vendor journey:
Enhance supply chain visibility

BUILD A RESILIENT
SUPPLY CHAIN
BENEFITS
BENEFIT: Answer fulfilment queries
without dependencies and enable
customers to independently check their
order information.
Receive B2B orders
BENEFIT: Deliver first-class
service and flexible options to
meet specific customer needs.
BENEFIT: Proactively assess,
review, and appoint the best
vendors to meet business needs.
Wave pick and pack
BENEFIT: Plan efficient wave
pick and pack of finished items.
Load schedule
BENEFIT: Maximize loads and
minimize shipment costs.
Transport goods
BENEFIT: Deliver finished goods
with documentation.
Discover insights
and take actions
BENEFIT: Drive
efficient costs and
improve customer
experiences by
leveraging insights.
BENEFIT: Optimize efficiencies.
Adapt to disrupted supply
Go to market for new vendors.
Source online
Source immediate stock
needs via online catalogs.
Create trade
agreements
Manage new vendor
agreements and receive
materials.
Monitor performance
Drive an effective supply
chain with vendor insights.
Jeremy Johnson
Sales Associate
John Smithers
Warehouse Worker
Sammy Bunger
Carla Yates
Procurement Manager
Linda Waller
Production Manager John Smithers
Warehouse Worker
Optimize planning
Re-plan distribution and
assembly to maximize utilization
and minimize wastage.
Execute manufacturing
Intelligently execute assembly of
production jobs.
Drive efficient maintenance with
insights from IoT assets.
Use onsite teams or schedule
remotely and minimize skill
shortages and travel times.
Efficient assets:
Intelligent Factory:
Mange leave and
absence
Enable employees to
quickly request leave.
Enhance human
resources planning
Identify resourcing and
skills efficiently.
Optimize workforce skills
for production needs.
Resourcing:
Vendor journey:

BUILD A RESILIENT
SUPPLY CHAIN
PRODUCT TRUTH
POWER APP CUSTOMER
PORTAL TEMPLATE
DYNAMICS 365 SUPPLY CHAIN
MANAGEMENT
Receive B2B orders
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
Optimize planning
Wave pick and pack
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
Load schedule
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
Transport goods
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
Discover insights
and take actions
POWER BI
Execute manufacturing
Mange leave and
absence
DYNAMICS 365 SUPPLY
CHAIN MANAGEMENT
Enhance human
resources planning
Adapt to disrupted supply Source online
Create trade
agreements
Monitor performance
Efficient assets:
Intelligent Factory:
Jeremy Johnson
Sales Associate
John Smithers
Warehouse Worker
Sammy Bunger
Carla Yates
Procurement Manager
Linda Waller
Production Manager
John Smithers
Warehouse Worker
Resourcing:
DYNAMICS 365 HUMAN RESOURCES
DYNAMICS 365 SUPPLY CHAIN
MANAGEMENT
Vendor journey:

Our approach for supply chain resiliency
Technology unification
Agile supply
chain
Asset
productivity
Modern manufacturing
operations management
Intelligent
fulfilment

Simplify and enhance asset
management
• Enable customers to track the total cost of ownership for
operations assets and to manage ongoing maintenance for
those assets
• Manage the full lifecycle for an asset while keeping track of
asset locations and hierarchies
• Use preventive maintenance to track, manage, and monitor
assets based on the manufacturer’s recommendations
• Plan—automatically or manually—using key parameters such as
worker capacity, availability, or work order criticality
• Track spare parts to effectively manage inventory
• Leverage Dynamics 365 Guides
ASSET
PRODUCTIVITY

Asset Management
Drive maintenance
insights
• Predict when a device needs attention and automate self-
healing or maintenance steps before any kind of problem
• View product usage, issues, and repair history to diagnose
problems and deliver predictive maintenance
• Efficiently manage spare part stock holding driven by
maintenance insights
• Utilize Power Automate to create maintenance requests from
IoT notifications
ASSET
PRODUCTIVITY

Asset Management
Optimize
maintenance plans
• Schedule calendar entries based on selected maintenance
plans, asset types, and assets
• Create maintenance rounds for various assets, on which you
need to carry out a similar task at regular intervals
• View the maintenance schedule to see a list of all the expected
preventive maintenance plans, maintenance requests, and
maintenance rounds to be carried out
• Driven from actionable insights from maintenance requests
and activities
ASSET
PRODUCTIVITY

Manage work orders
effectively
• Work orders can be triggered by:
- Calendar based maintenance plans with auto creation
- Maintenance rounds
- Manually
- From maintenance requests
- Preventative maintenance jobs
ASSET
PRODUCTIVITY

Manual scheduling
Scheduling assistant
Resource Scheduling Optimization
Dynamics 365 Field Service
Automate and optimize
scheduling
• Leverage the right scheduling option to meet your business
needs: manual, assisted or automated scheduling
• Optimize resource assignments using multiple factors, such as a
technician’s experience in handling the specific failure, the
customer’s preferred technician, or proximity to the site
• Resource Scheduling Optimization (RSO) engine automatically
schedules work orders to minimize travel time and maximize
working hours and creates the most efficient travel path for
technicians, optimizing their schedules
• Dispatchers still have ability to manually override schedules as
needed
• Using real-time inventory management, ensure that the
replacement part is available on the scheduled date and that the
technician has access to the tools needed to complete the job
• Resources can optionally be scheduled by utilizing the Common
Data Service (CDS) and dual writes
ASSET
PRODUCTIVITY

Modern manufacturing
operations management

Sensor Data Intelligence
• Get real-time visibility of production and inventory with an
end-to-end solution that uses machine learning and mixed
reality
• Connect mission-critical assets with business transaction data
and make it possible to proactively manage production
and stock in real time
• Avoid downtime by using predictive analytics that determine
maintenance needs for business-critical equipment
• Take advantage of IoT machines and devices that create a
digital feedback loop and provide real-time information,
using business data from the shop floor to generate business
events and actionable insights
Leverage Sensor Data
Intelligence
MODERN MANUFACTURING
OPERATIONS MANAGEMENT

Track the entire production
lifecycle
• Manage the steps required to manufacture products—from
creation to when a product is ready for shipment
• Integrate with production control modules to improve
accuracy and efficiency of production, planning, and reporting
• Manage subcontract work on production orders
• Combine discrete, process, and lean sourcing with mixed mode
planning and model your supply chain based on the material
flow
• Easily create a production order, batch order, or Kanban
manually, or configure the system to generate them based on
various demand signals
• Calculate estimates for material and resource consumption

Support mixed mode
manufacturing
• Create best-fit manufacturing processes that address all needs
with a single solution
– Production order: A classic order type used to produce a
predetermined quantity of a product on a specific date
– Batch order: A formula-based order used for process
industries and discrete processes
– Kanban: Used to signal repetitive and lean manufacturing
processes
– Project: Used to assign a schedule and budget to specific
products and services

• Enable distribution of shop floor and warehouse execution
workloads among different environments to help improve
performance, prevent service interruptions, and maximize uptime
• Extend your central Supply Chain Management hub environment
by adding dedicated processing capacity with scale units that can
run in the cloud, on the edge, or on-premises at your local facility
• Configure your hub environment and cloud scale units for
selected workloads by using the Scale Unit Manager portal
• Scale units are provided through the following add-ins for your
Supply Chain Management subscription:
Cloud Scale Add-in
Edge Scale Add-in
• Cloud Scale Unit Add-in for Dynamics 365 Supply
Chain Management
• Edge Scale Unit Add-in for Dynamics 365 Supply
Chain Management
Scale units and
dedicated workloads

Gain product configuration
capabilities
• Get a visual overview of the product configuration model
structure
• Choose the best way to enter your product reference data with
flexibility that meets your business’ needs
• Take an alternative approach by first creating the model and
then adding reference data as the need arises
• Take advantage of product configurations that can be
performed from the sales order line, sales quotation line,
purchase order line, production order line, and item
requirement line
• Extend a product configuration model through the API

Engineering Change Management Add-In
Engineering change
management
• Overcome disruptions due to quality issues and obsolete parts
by responding to quality issues faster
• Document and assess the impact of applying engineering
changes through the entire lifecycle of the product
• Seamlessly manage multiple production revisions
• Eliminate manual errors setting up BOMs and inventory when
new parts are activated and old are depreciated or obsolete
• Easily collaborate with manufacturing engineers, project
managers, and materials managers when aligning on ECOs or
write off non-conforming inventory
• Improve visibility on the production floor
• Ensure compliance with regulatory and safety standards

Production floor
execution
• Manage and record production activities
• Improve throughput while decreasing scrap and defect ratios
• Assign serial numbers to products
• Reduce work in progress
• Select and start multiple jobs at the same time or start a new
job while continuing to work on already started jobs
• Integrate with Guides
• Empower workers to complete jobs that require customization
or have abnormal readings with guided workflows
• Increase agility with a touch friendly user interface that is visible
in poorly lit spaces
• Promote worker health with the sanitization option enabling
users to clean devices during shift changes
Public preview, GA Summer 2021

Asset Management
Dynamics 365 Guides
Integrate Dynamics 365
Guides for enhanced training
• Create interactive content through Dynamics 365 Guides
that employees can revisit to gain a deep understanding of
core subjects, view 3D models, get hands-on training, and
apply learnings in commons scenarios
• Provide step-by-step instructions that guarantee quality
and consistency of work across the team
• Attach mixed-reality guides to Asset Management
Checklists in Dynamics 365 Supply Chain Management
• Attach mixed-reality guides to Production Floor Execution
in Dynamics 365 Supply Chain Management
• Automatically notify technicians in the mobile app when a
guide is attached to a work order

Extend Guides across core business functions
Safety
Experience dangerous
procedures virtually before
attempting in the physical
environment.
Operations
Rollout new processes with
increased consistency by
turning employee knowledge
into a repeatable tool.
Certification
Ensure every employee meets
high standards by quickly
identifying who needs help
where.
Assembly
Show employees the tools
and parts they need and how
to use them in real work
situations.
Service
Equip technicians with
guided instructions at the job
site, eliminating the need to
schedule additional visits.
Standardization and compliance

Meet growing digital
commerce needs
• Automate and optimize order fulfillment with a rule-based
orchestration system
• Gain real-time visibility into orders, from intake to fulfillment,
with customizable integrated dashboards to track and improve
operational efficiency
• Enable smarter fulfillment orchestration and achieve optimal
stock levels using real-time omnichannel inventory data
• Model and automate the response to order-fulfillment
constraints and help ensure on-time delivery by using drag-and-
drop tools to modify the order journey
• Integrate with existing enterprise systems and scale to support
order intake, fulfillment, and delivery partners using prebuilt
connectors
Dynamics 365 Intelligent Order Management
(GA 8/1/2021)
INTELLIGENT
FULFILMENT

Digitize inventory
management
• Get comprehensive inventory management with inbound and
outbound inventory operations, quality assurance, and better
inventory control
• Use output orders to link sales order and transfer order lines with
outbound picking processes
• Stay updated on physical inventory transactions
• Deliver high-quality products with quality assurance measures that
involve product testing and nonconforming material management
• Centralize store management and multi-site warehouse
management while using advanced analytics to improve demand
forecasting
• Keep the right level of stock on hand with real-time views that help
accurately forecast demand to maximize sales and profitability
INTELLIGENT
FULFILMENT

Leverage advanced
inventory capabilities
• Address complex inventory challenges faced by distributors
and manufacturers
• Use industry-leading demand models to make intelligent
inventory replenishment decisions
• Account for inventory using multiple cycle-counting strategies
• Support advanced item tracing
• Use replenishment features to schedule deliveries and pick-ups
by receiving accurate information on the timing of product
delivery
• Base automatic replenishment on replenishment rules, cross-
dock, buyers-push, and cross-channel inventory transfer
requests
INTELLIGENT
FULFILMENT

Inventory Visibility Add-in
Gain visibility into partner
inventories
• Separate micro-service capable of handling millions of
inventory transactions per minute
• Gain a single source of truth of inventory in real-time which
helps to mitigate stock outs and overstocks
• Provide inventory information in hyper-scalable and hyper-
performant way without compromising or inhibiting additional
load on Dynamics 365 Supply Chain Management
• Access the inventory service via any system through RESTful
APIs
• Leverage more advanced inventory operations such as
inventory reservation, allocation, inventory analytics
• Allow customers to connect with custom/3rd party solutions
INTELLIGENT
FULFILMENT

Enable distributed order
management
• Access a holistic view of inventory with Distributed Order
Management (DOM) to improve order fulfillment, allocation,
and distribution
• Set up DOM parameters such as:
– Retention period for fulfillment plans
– Local store region radius to determine how stores are
grouped
– Partial order rules to set up fulfillment of individual order
lines
• Streamline store order fulfillment, as the POS system provides
associates a work area to accept orders, mark orders as
shipped, or initiate store pickups
INTELLIGENT
FULFILMENT

Leverage the Customer
Portal Power Apps template
• Create an externally-facing website connected to a Dynamics
365 Supply Chain Management environment with the customer
portal template available in the Power Apps template gallery
• Leverage guidance and a starting point for creating custom
websites for business-to-business (B2B) sales-order processing
and related scenarios
• Bring dual-write, Power Apps portals, and Dynamics 365 Supply
Chain Management together to create a self-service experience
for your enterprise customers
• View order history and account information, create orders, and
manage preconfigured web roles and entity permissions for
Power Apps portals users
• Use all features and customization capabilities that Power Apps
portals offers
• Extend the functionality to the extent supported by dual-write
INTELLIGENT
FULFILMENT

Improve procurement
management and workflows
• Identify product and service needs and procure products,
receipts, invoices, and payments through procurement and
sourcing management
• Define purchasing policies and workflows to configure
procurement processes that meet your business needs
• Manage product catalogues and procurement channels based
on demand and vendor pricing and capabilities
• Use spending limits to constrain requisition spending and the
purchasing workflow
• Request for requisition against multiple vendors incorporating
questionnaires and vendor scoring
• Get deep process visibility by tracking the status, history, and
performance metrics of a specific workflow instance
INTELLIGENT
FULFILMENT

Leverage external catalogues
such as Amazon Business
marketplace
• Streamline your procurement process
• Easily navigate and order your product
• Leverage the punch out capability to raise an acquisition from
external catalogues (i.e. Amazon Marketplace)
• Automatically push the ordered product back into your
requisition transactions
• Availability of external catalogs are dependent on a legal
entities purchase policies
INTELLIGENT
FULFILMENT

Optimize fulfillment with
synchronized logistics
• Reduce the risk of items going out of stock with backup inventory
• Optimize minimum stock levels to adapt seasonal or periodic
demand shifts
• Synchronize intercompany sales and purchase orders as well as
fulfilment of sales and purchase agreements
• Improve efficiency with Increased visibility and insight into supply
chain
• Set up safety stock levels for items to reduce the risk that the item
will be out of stock
INTELLIGENT
FULFILMENT

Enhance transportation for
inbound and outbound orders
• Identify vendor and routing solutions for inbound and
outbound orders, such as the fastest route or the least
expensive shipment rate
• Use the transportation management engine to calculate tasks,
such as the carrier transportation rate or mileage engine
• Use analyzed data to make informed decisions that directly and
indirectly impact delivery time and shipment accuracy
• Get role-based access and real-time visibility from procurement,
warehousing, and production scheduling managers as well as
supply chain and transportation staff
• Define the logic that’s used to generate and process
transportation rates
• Manage transportation activities of external logistics providers
INTELLIGENT
FULFILMENT

AGILE SUPPLY
CHAIN
Power BI
Gain advanced analytics
and insights
• Get a unified view of inventory, manufacturing, and logistics with
predictive analytics that turn data into insights
• Utilize data multiple sources, such as an Azure data lake, CDS or
direct connectors
• Enable real-time responses to organizational and customer
demands
• Improve product quality by identifying and resolving issues using
real-time insights and predictive intelligence
• Monitor and analyze data (i.e. cost management production
performance, and warehouse performance)
• Empower "citizen developers" to author the reports they need
and share the reports with others within the organization
• Provide analytics in context of roles, wherever the role may be

Optimize master
planning
• Determine the material and resource needs that meet current
demand
• Forecast delivery dates using operations or bottleneck
scheduling
• Develop master plan policies to better manage day-to-day
operations
• Manage resource planning across multiple functions
• Leverage the power of Azure to rapidly complete re-planning
on a near real-time basis
• Apply filters to plans
• Planning optimization available for distribution and
manufacturing scenarios
AGILE SUPPLY
CHAIN

Centralize omnichannel
business processes
• Provide a unified customer profile across channels that
includes customer wish lists, purchase history, product
recommendations, contact information, and shipping
address details
• Connect the data from various points of contact in order to
understand customer behaviors and respond with relevant
offers
• Improve core business processes, including inventory
management, data distribution, and omnichannel workflows
AGILE SUPPLY
CHAIN

Centralize warehouse
management
• Manage warehouse processes for manufacturing, distribution,
and retail companies
• Get out-of-the-box and next generation support
for barcode scanners
• Integrate warehouse management with other business
processes in finance and operations such as transportation,
manufacturing, quality control, purchasing, sales, and returns
• Install and connect the warehousing mobile app
• Create work pools to activities in a particular location
• Cycle counting (plans, thresholds, location and items)
• Create wave templates to enable outbound release to
warehouse processes
AGILE SUPPLY
CHAIN

Manage vendors and
facilitate collaboration
• Collaborate with external vendors using a vendor collaboration
interface that displays information about purchase orders,
invoices, and consignment stock
• Set up a workflow to provision new interface users and manage
their security roles
• Use the vendor collaboration mobile workspace to help
vendors stay informed on purchase order statuses and respond
easily to orders that are awaiting approval
• Retain records of all collaboration actions for vendor
performance evaluations and auditing purposes
AGILE SUPPLY
CHAIN

Asset
Management
(Dynamics 365 Supply Chain
Management)
Remote
Assist
IoT
intelligence
Configuration
Test Plans
Field
Service
Data Packages
Business Processes
Dynamics 365
Supply Chain
Management
Uniquely Composable
• Offering end-to-end
solutions in a wide range of
industries to meet specific
business challenges
• Accelerated deployment that
supports changing business
models for fast ROI Guides
Training Libraries Power BI
Power Apps
Power Automate
ISV Apps

Automate business processes across Dynamics 365
solutions to create a unified user experience
TECHNOLOGY
UNIFICATION
Power Automate
• Use Microsoft Power Automate and Microsoft Logic Apps to
create workflows that can integrate with various third-party
systems and enterprise applications
• Integrate the supply chain process directly with workflow-
based cloud development tools using the new business
event functionality
• Generate business events that external systems can use
for integration and notification scenarios
• Create action triggers based on business events within Power
Automate
Integrate with third-party
systems

Automate business processes across Dynamics 365
solutions to create a unified user experience
TECHNOLOGY
UNIFICATION
Dual writes and virtual entities
• Dual Writes: Provides deeper master data relationships,
utilizing the Common Data Service (CDS) that provides
enhanced data scenarios, on-demand functionality along with
streamlining end-to-end business processes
• Virtual Entities: Exposes to the CDS Entities from Finance,
with Create, Update and Delete capabilities – empowering
deeper functional interaction with the Power Platform such as
model driven applications
Enable enhanced data
integration

Build and deploy scalable web
and mobile client apps
TECHNOLOGY
UNIFICATION
• Empower employees to work from virtually anywhere,
anytime with the seamless access and unified experience of
mobile apps
• Enable your organization to make its business processes—like
sales orders, project timesheets, and vendor collaborations—
available on mobile devices
• Use the point-and-click workspace designer included with the
web client to easily create mobile workspaces
• Enable access to important reports, wherever and whenever
you need them
Enable scalable, native
mobile apps

Build and deploy scalable web
and mobile client apps
TECHNOLOGY
UNIFICATION
Power Apps
• Utilize both canvas and model Power Apps approaches that
can be embedded with Supply Chain Management
• Power Apps can utilize the CDS and the virtual entities
exposed from Supply chain management to launch
experiences that are embedded from most Microsoft
applications – providing a rich and focused experience
• Ensure data consistency across apps, regardless of how users
choose to access data
• Build apps within Power Apps or using Azure SDK
Build no-code or
low-code apps

Move toward a modern approach
by infusing IoT and mixed reality
TECHNOLOGY
UNIFICATION
Power BI
• Provide intuitive, fluid visualizations using a powerful charting
framework around a relevant task
• Embed Power BI into your workspaces and mobile apps to help
deliver insightful and interactive views of business data
• Model key performance indicators (KPIs) with Application Explorer
• Bring data together from Supply Chain and other solutions across
your digital landscape (i.e. inclusive of Azure Data Lake) into a
single visualization
• Attach a Common Data Model folder to Power BI dataflows as a
reference dataflow
• Utilize content across the Common Data Service platform
• Bring your own data lake and integrate it with your Supply Chain
Management apps
• Define roles and rules with Row-level Security (RLS) in Power BI to
restrict data access for given users
Advanced analytics with
real-time insights

Move toward a modern approach
by infusing IoT and mixed reality
TECHNOLOGY
UNIFICATION
Dynamics 365 Guides
• Assist and engage from anywhere—with either Microsoft
HoloLens or an Android mobile device—using Dynamics 365
Remote Assist and Microsoft Teams
• Provide hands on training with Dynamics 365 Guides, an
augmented reality tool that helps employees understand how
to apply learnings in common scenarios
• Create interactive content using Dynamics 365 Guides and
give employees a deeper understanding of core subjects with
3D models and hands-on learning
• Improve workforce safety with handsfree delivery of work
instruction in the field of vision with their heads up
• Eliminate costly errors with detailed and interactive work
instructions while performing the task
Deploy mixed reality
applications

Enable effective business processes
with unified apps and data
TECHNOLOGY
UNIFICATION
Power Platform
• Connect and unify your data with ease and use prebuilt
connectors to bring in transactional, observational, and
behavioral data from popular data sources
• Create custom entities, populate them with business data
using Microsoft Power Query for Excel, and build rich
applications with Power Apps
• Use business events to trigger workflows within Dynamics
365 Supply Chain Management or create action activities in
Power Automate or Azure Messaging Service
Unify data and processes
across your organization

TECHNOLOGY
UNIFICATION
Dynamics Lifecycle Services (LCS)
• Take advantage of a unifying, collaborative environment and
regularly updated services that help you manage Dynamics
365 Supply Chain Management applications from presales
through implementation
• Provide support for provisioning, deployment, updates,
diagnostics, telemetry, monitoring, configuration,
implementation, and upgrades
• Create, view, and modify repeatable implementations that are
based on business process libraries and flowcharts
• Copy and modify business process libraries or export them to
Microsoft Word
Application lifecycle
management

TECHNOLOGY
UNIFICATION
Microsoft Excel
• Use the Excel Data Connector add-in to import or export
spreadsheet data to Dynamics 365 Supply Chain
Management
• Generate Microsoft Excel reports with the help of macros,
lookups, and formulas supported in Excel
• Design a custom workbook with editable fields
• Allow developers to add template exports to any page
• Save attachments in Microsoft Azure Blob Storage and
SharePoint Online
Integrate all your Microsoft
365 applications

Certification and
accreditations
• Adhere to strict privacy and security practices when
building features and operating the service
• Pass internal and external audits
• Respond to requirements including:
 First-priority, cross-industry certifications (ISO
27001, 27017, 27018, SOC 1 [SSAE 18] Type 2,
SOC 2 Type 2, PA-DSS)
 Health- HIPAA BAA
 Government-EU-US Privacy Shield, EU Model
Clauses, UK Official, Spain ENS, Spain LOPD,
FINMA (Swiss, FSI), FERPA, New Zealand Gov CIO
Fx, Australian CCSL (IRAP), Singapore MTCS
Compliance
Government
Global
 ISO 27001
 ISO 27017
 ISO 27018
 FedRAMP High
 FedRAMP Moderate
 ITAR
 SOC 1 Type 1
 SOC 1 (SSAE 18) Type 2
 SOC 2 Type 2
 DoD DISA SRG level 2
 CJIS (State criminal justice)
 NIST SP 800-171
 PA-DSS
 CSA STAR Self-assessment
 Section 508 VPATs
 FIPS 140-2
 CJIS
 IRS 1075
Regional Industry
 HIPAA BAA (US)
 FDA CFR title 21 part 11
 FERPA
 FINMA (Switzerland, FSI)
 Australia CCSL (IRAP)
 China GB GB18030
 China GBT 24589
 EU Model Clauses
 EU—US Privacy Shield
 GDPR
 New Zealand Gov CIO
framework
 Singapore MTCS
 Spain ENS High
 Spain LOPD
 UK G- Cloud Framework

A range of cloud
offerings
Sovereign cloud ensures
compliance with key restrictions
Go Local cloud supports country
and region-specific requirements
Global cloud unlocks digital
transformation around the world
Canada
South
America
UK
France
India
Japan
Australia
UAE
South Africa
Norway
Switzerland
US Government
Germany
China
= Available = Announced
Legend:
United States
Europe
Asia Pacific

Cloud deployment
Cloud deployments offer an enterprise resource planning (ERP) service that is
fully managed by Microsoft
• Deploy apps into different Microsoft Azure datacenters around the world using Dynamics Lifecycle Services (LCS)
• Customers can use different environments for each phase of their cloud deployments: evaluation and analysis,
customization, UAT testing, and going live
• All communication between components are secured out–of–the–box
• Guaranteed uptime for Finance apps is 99.9%
Find more information on deployment on Microsoft Docs

Application access
Dynamics 365 Finance uses role-based security in which access is granted only to security roles, not to
individual users
Group of duties for a job function
Group of related privileges required
for a job function
Group of entry points with associated
access levels
Group of base objects and required
permissions
ROLES (~100)
DUTIES (~800)
PRIVILEGES
(~6000)
PERMISSIONS
(20,000+)
Find more information on development and extensibility on Microsoft Docs

Adaptable implementation for a resilient supply chain
Core Extended Advanced
Foundational supply chain Enhanced planning

Core: Supply Chain Management
Out-of-the-box
capabilities
• Flexible ways to define your
warehouse layout to meet changing
needs
• Optimized customer order fulfilment
• Streamlined inventory operations for
inbound items and outbound orders
• Ability to determine future capacity
and raw material needs
• Realistic valuation and accounting
• Vendor and routing solutions for
inbound and outbound orders
• Warehouse management
• Customer order fulfillment
• Inventory management
• Master planning
• Cost accounting and management
• Procurement and sourcing
• Production control
• Sales and marketing
• Vendor collaboration
• Service management
• Transportation management
Benefits
• Streamlined purchase policies
and workflows based on identified
product demand
• Comprehensive management
capabilities for production lifecycle
• Seamless sales activities and
marketing campaigns
• Vendor collaboration for sharing
orders, invoices, and consignment
information
• Management and analysis of delivery
services
ADAPTABLE IMPLEMENTATION

Benefits
• Ability to predict independent demand
• Employee and manufacturing productivity with IoT-enabled machine integrations
• Efficient delivery performance to support business needs
• Minimized supplier risk with risk profile and assessments
• Visual scheduling for production and batch orders
• Ability to define the logic used to generate and process transportation rates
and Power BI
• Machine learning and advanced analytics
• Demand forecasting
• IoT intelligence
• Improved supplier delivery performance
• Minimized supplier risk
• Advanced resource scheduling systems
• Intelligent transportation and routing
• Asset management
Extended: Supply Chain Management
Intelligence and insights

Foundational supply chain
• Warehouse management
• Customer order fulfillment
• Inventory management
• Master planning
• Cost accounting and management
• Procurement and sourcing
• Production control
• Sales and marketing
• Vendor collaboration
• Service management
• Transportation management
Optimized supply chain
• Lifecycle services
• Integration with other Dynamics 365 solutions
• Integration with common data services
• IoT integration
• HoloLens
• Machine learning and advanced analytics
• Demand forecasting
• IoT intelligence
• Improved supplier delivery performance
• Minimized supplier risk
• Advanced resource scheduling systems
• Intelligent transportation and routing
• Asset management
Enhanced planning
Summary: Supply chain management
Advanced
Core Extended

Build a Resilient Supply Chain

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