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Master Planning and Planning Optimization in Dynamics 365 SCM

A practical guide to master planning in Dynamics 365 Supply Chain Management with Planning Optimization, coverage design, forecasts, Demand planning and migration.

Free

Free 45-page e-book. Design, configure and run supply planning with Planning Optimization and Demand planning. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book explains how supply planning really works in Dynamics 365 Supply Chain Management now that Planning Optimization is the master planning engine and the built-in engine is deprecated. It covers planning master data, coverage groups and codes, time fences, master plans, forecasts and Demand planning, safety stock and priority-based planning, planned order handling, manufacturing planning, performance tuning and migration from the deprecated engine. It is written for supply chain consultants, planners, solution architects and freshers. You will finish able to design coverage policies, run a reliable planning cycle, and lead a migration with confidence.

What's inside

  • Chapter 1: The Planning Landscape in Dynamics 365 SCM
  • Chapter 2: Planning Master Data
  • Chapter 3: Coverage Codes and Time Fences
  • Chapter 4: Master Plans and Plan Runs
  • Chapter 5: Demand Inputs — Sales Orders, Forecasts and Safety Stock
  • Chapter 6: Demand Planning in Dynamics 365 Supply Chain Management
  • Chapter 7: Replenishment Strategies — Min/Max, Priority and DDMRP
  • Chapter 8: Working with Planning Results
  • Chapter 9: Manufacturing Planning
  • Chapter 10: Migrating from the Deprecated Engine
  • Chapter 11: Planning as an Operating Model

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Functional consultants, business analysts, key users and project leads working on Microsoft Dynamics 365 Finance & Operations, plus anyone moving into D365 from another ERP.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.