Dynamics 365 Supply Chain Management

Background

In Demand Driven MRP (DDMRP), the calculation of Average Daily Usage (ADU) is a critical factor in buffer positioning and sizing. Currently, D365 F&O supports calculation methods such as Blend, which combine historical consumption and forecast data. However, there is no option that integrates past consumption with forward-looking projections based on actual transactions.

At Frigus BOHN, we already developed this functionality in our internal system, and it has proven to be highly effective—especially in scenarios with seasonal demand, where traditional forecasts fail to adequately capture real consumption patterns.

With the migration to D365 F&O, we will lose this functionality, which could negatively impact buffer accuracy and material planning in environments with high seasonality.

Proposal

Introduce a new calculation method in D365 F&O called Blended Mix, which enhances the existing Blend option by replacing forecast data with forward demand derived from historical transactions projected into a future horizon (e.g., the same period of the previous year).

This method relies on:

• Past Consumption Data (recent actual demand).
• Forward Consumption Proxy (historical demand projected forward, reflecting seasonality).
• Flexible Weighting between both periods to calculate a more robust and realistic ADU.

Expected Benefits

• Prevents the loss of critical functionality during migration to D365 F&O.
• Improves buffer accuracy in industries with strong demand seasonality.
• Reduces dependency on unreliable forecasts by using actual consumption data instead.
• Already tested and validated in Frigus BOHN with positive real-world results.
• Fully compatible with the current Blend configuration logic, ensuring easier adoption in D365 F&O.

When a Purchase order is pegged to a production order and has already been confirmed (meaning the vendor has acknowledged and agreed to the terms), rescheduling the related production order—either through job or operation scheduling—unexpectedly changes the PO status from Confirmed back to Approved. This is problematic because it disrupts the procurement process and can cause misalignment with vendors.

Summary:

• The vendor is not notified of the change.
• The purchaser is not automatically informed.
• Action messages (which should prompt the purchaser to review changes) are bypassed.
• The process complicates EDI, version control, and does not align with vendor expectations.

Expected Result

• Confirmed POs should remain confirmed unless the purchaser explicitly decides otherwise.
• Scheduling actions (job or operation) should not alter the status of confirmed POs.
• Purchasers should rely on action messages to decide if vendor communication is needed.

Hello

On the Warehouse app, when receiving an item, the "Put" Location is suggested based on the Location directive actions (mostly based on the Zones, and the product filter codes).

For instance: if we want an item that has a Product Filter code = "Toxic", we can set up a Location directive action to go to a Location in the "Toxic" Zone.

During the Receiving process on the warehouse app, when using the "Location Override" button, the user can change the suggested Location by manually entering a Location of his choice... without any control of this location

The challenge is to allow the user to manually change the suggested location with another location with the same logic (same Zone).

For instance: make sure the user manually enters a Location in the same "Toxic" Zone instead of entering a location in another zone.

The idea would be to add a logic on the "Location override", on this location (with a control on the zone based on the Product filter code)

Please Vote for me :-)

Currently when you go in to a Case record (PIM > Cases > All cases), you can see the Parent case field in the General FastTab.

The Parent Case field however, cannot be displayed on the All cases list page. It would be great if this field was included in the Case table and able to be filtered on etc.

A Case Hierarchy FastTab (similar to Project hierarchy) could also be put in to the Case details page.

Additionally if a Data Entity could OOTB be offered for Cases - that would also be ideal.

Clock Out Workers batch fails to clock out users on the future dates: The “Clock out workers” batch functionality(JmgInsertMissingClockOutRegistrations) is not working for future dates. Although the batch runs as scheduled, it does not create clock out journal registrations and users who are active in PFE are not clocked out on from Production floor execution.

System is NOT calculating Simple discount while running Price simulator with following conditions. 

Conditions are:

• Discount calculation is setup (price management > during sale pricing > discounts > all discounts) with ‘Ounce’. Whereas during price simulator, ‘CAS’ is selected as UOM.
• (Unit of conversion is already set for Ounce to CAS and set in Item master’.
• Calculation basis - 'Amount off'
• ‘Allow unit conversion’ option is enabled in Discount form,

- Simple discount setup done in price management > during sale pricing > discounts > all discounts

- Run price simulator running with ‘CAS’ UOM (Price management >During sales pricing > Price simulator).

Issue- Discount is not calculated/Offer code is not getting apply even through ‘Unit of conversion is enabled in Discount form.

Note - Similarly issue exist for Quantity discount as well.

So I have a Security role. I want to give access to that role to open and read BOM's, group PO's and allow Firming.

When I open Planned purchase order section, there is no reference to menus, I cant allow single button that is visible to System admin to specific role. Even when I find the name of the button, I cant add it via Security Configuration.

At least allow us to do incremental security roles by giving us acces to basic and granular security role editing

If you use the Supplier Communications Agent inbound and work with a central functional mailbox for purchasing, it should be possible for the agent to only read emails in a specific subfolder.

This would make it possible to assign the agent the emails that actually relate to orders (for example, by moving such emails directly to the folder or by working with appropriate filter rules). No Copilot credits would then be incurred for any further communication...

When reading emails, the Supplier Communications Agent takes all email attachments into account. 

It should be possible to limit the attachments to be read to specific file formats (e.g. PDF) in order to prevent images in signatures from being read, for example, and incurring unnecessary Copilot credits.

In 99% of cases, order confirmations are PDFs. In the remaining 1%, confirmation is provided in the body of the email. In this respect, restricting the reading to PDF attachments (or offering this option) would make sense.

Currently, the Advanced filter/sort tool in Dynamics 365 Finance & Supply Chain Management only supports combining different field ranges with AND logic. While || can be used inside a single field, there is no way to build queries such as:

• WorkOrderType = Crossdock AND Status = Open
• OR
• WorkOrderType = Sales order AND Status = In process

This limitation forces users to rely on developer-created queries (with Union joins), exports to Excel, or Power BI reports, just to achieve what should be a basic filtering capability in the UI.

Suggested improvement

• Add an option to group filter criteria with OR in the Advanced filter/sort dialog.
• Allow users to create multiple condition groups and define whether they are combined with AND or OR.
• This would bring the filtering closer to standard query builders and greatly improve usability for business users without technical skills.

Business impact

• Reduces dependency on IT/development resources for simple data queries.
• Improves efficiency for warehouse managers, planners, and other users who frequently need to run complex queries.
• Aligns the filtering experience with common expectations from reporting tools.