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Planning Optimization in D365 SCM

A silent slide video on Planning Optimization, the master planning engine in Dynamics 365 SCM: setup, coverage, plans, and planned orders.

Free

Free 2-minute video lesson. A silent slide video on Planning Optimization, the master planning engine in Dynamics 365 SCM: setup, coverage, plans, and planned orders. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

Planning Optimization is the master planning engine for Dynamics 365 Supply Chain Management. This video explains why it replaced the deprecated built-in engine, how master plans, coverage groups, and demand forecasts work together, how planned orders become purchase, transfer, and production orders, and how to tune runs. You will also see a practical setup sequence and a checklist for reviewing results. Built for consultants and planners.

What you'll learn

  • What it is
  • What master planning answers
  • Key inputs
  • Static vs dynamic plan
  • How a run works
  • Planned order types
  • Basic setup sequence
  • Tuning tips
  • Review checklist
  • Key takeaway

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.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

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.