MS Learn Highlights – 5/29/2025

Ordering Non-Stocked Materials Using Project Purchase Orders

This article outlines how to utilize project purchase orders in Microsoft Dynamics 365 Project Operations to procure materials and services essential for projects that do not have stocked inventory.

Steps to Order Non-Stocked Materials

1. Navigate to Project Purchase Orders:

   • Go to the procurement section in your project operations interface.

2. Create a New Purchase Order:

   • Select the option to create a new purchase order.

3. Fill in Purchase Order Details:

   • Enter relevant details such as:
     • Project Name
     • Vendor Information
     • Item Description

4. Specify Non-Stocked Material:

   • In the item details, categorize the materials as non-stocked.

5. Review and Approve Purchase Order:

   • Ensure all information is correct and submit the order for approval.

6. Receive and Invoice:

   • Once the materials or services are received, proceed with the invoicing process to complete the transaction.

Key Points

• Project purchase orders facilitate the procurement of materials and services integral to project execution.
• It is crucial to correctly specify non-stocked materials to streamline order processing.

For more detailed guidance, refer to the original article: Order materials and services for a project using project purchase orders.

Managed Stocked Products for Project Operations Integrated Deployments

This article provides guidance on managing and using stocked products within integrated deployments of Microsoft Dynamics 365 Project Operations.

Overview

• Stocked products enable organizations to effectively manage inventory within their projects.
• Integrated deployment of Dynamics 365 Project Operations facilitates better procurement processes, supporting improved operational efficiencies.

Steps to Enable Stocked Products

1. Access Product Information:

   • Navigate to the Products section within the Dynamics 365 Project Operations interface.

2. Enable Stocked Products:

   • Select the desired product and access its Stocking settings.
   • Change the Stocking status to "Stocked".

3. Configure Procurement Settings:

   • Set necessary parameters for procurement of stocked products such as supplier details, costing methods, and order points.

4. Review Inventory Management:

   • Utilize inventory management features to track stocked product quantities and location within warehouse setups.

5. Monitor Usage and Sales:

   • Employ the reporting tools available in Dynamics 365 to analyze usage patterns and sales data of stocked products.

Benefits

• Facilitates streamlined inventory management.
• Enhances tracking and procurement accuracy.
• Supports decision-making through data analytics and reporting.

Conclusion

Managing stocked products in Dynamics 365 Project Operations optimizes procurement processes, enabling organizations to maintain better control over inventory and operational efficiencies.

For further details, visit the original article on Microsoft Learn.

Manage Multiple Account Addresses and Apply Them to Project Invoices

This article provides guidance on managing multiple addresses for accounts within Microsoft Dynamics 365 Project Operations and how these addresses can be utilized for project invoicing in ERP scenarios.

Key Steps to Manage Account Addresses

1. Navigate to the Address Book:

   • Access the Global Address Book from the Project Operations dashboard.

2. Add Addresses:

   • Select the account for which you need to manage addresses.
   • Click on Add Address to input a new address.
   • Fill in the required fields such as Address Line, City, State, and Postal Code.

3. Edit or Delete Addresses:

   • To modify an existing address, select the address and click Edit.
   • Delete addresses by selecting the address and clicking Delete.

4. Set Default Addresses:

   • Choose one address as the default for invoicing purposes by selecting the preferred address and marking it as default.

5. Apply Addresses to Project Invoices:

   • When creating a project invoice, select the desired address from the available list for billing.

Important Considerations

• Ensure all addresses comply with local formatting rules.
• Regularly update addresses to reflect current information.

Reference Table of Address Fields

For more detailed procedures and information, refer to the original article: Manage Multiple Account Addresses.

Consolidate Inventory Transactions - Supply Chain Management

The article provides guidance on how to consolidate inventory transaction data to enhance system performance in Microsoft Dynamics 365 Supply Chain Management. It covers the steps for enabling and configuring the consolidation feature.

Key Features

• Consolidation of inventory transactions improves performance by reducing the data volume in the system.
• This feature allows archiving of transactions to maintain efficiency without losing critical historical data.

Steps to Enable and Configure Inventory Transaction Consolidation

1. Navigate to Inventory Management:

   • Go to the "Inventory management" module in Dynamics 365.

2. Access the Parameters:

   • Select "Parameters" to find transaction settings related to inventory.

3. Enable the Feature:

   • Toggle the option for consolidating inventory transactions to 'On'.

4. Set Up Archiving Options:

   • Specify criteria for the transactions you want to archive (e.g., date ranges, transaction types).

5. Execute the Archiving Process:

   • Run the archiving process as per your configured settings. This will move older transactions to the archive, thus optimizing system performance.

6. Review Consolidated Data:

   • After the execution, verify that data has been consolidated and is accessible as needed.

Impact

• This feature is beneficial for system administrators and application users who need to maintain system performance without compromising access to important transaction history.

For more details, refer to the original article: Consolidate inventory transactions - Supply Chain Management | Dynamics 365

Warehouse Management Only Mode with External Shared Warehouses

This article explains how to implement Warehouse management only mode using external shared warehouse processing in Dynamics 365 Supply Chain Management. It provides a high-level overview of the implementation steps and considerations necessary for an effective setup.

Key Implementation Steps

1. Prerequisites: Ensure your system is configured for warehouse management and that all necessary integrations are in place.
2. Configuration:
   • Set up the external shared warehouse processing parameters in the Dynamics 365 environment.
   • Define the necessary roles and permissions for users involved in warehouse operations.
3. Integration Setup:
   • Establish connections with external systems for data exchange and order processing.
   • Ensure that data formats and protocols are compatible for smooth integration.
4. Testing:
   • Perform end-to-end testing of warehouse functionalities to validate the system's response and data accuracy.
   • Address any issues identified during testing before going live.
5. Deployment:
   • Move the configured settings and integrations to production following successful testing.
   • Monitor warehouse operations post-deployment to ensure everything functions as expected.

Key Features

• Runs in a mode that specifically focuses on warehouse management without requiring full-bound operations.
• Supports integration with external trading partners and systems, enhancing flexibility and operational efficiency.

Impact

• This mode is especially beneficial for organizations that need to streamline warehouse operations independently from broader supply chain processes.
• Provides an opportunity for businesses to leverage existing infrastructure while optimizing warehouse management.

For more detailed information and specific configurations, refer to the original documentation: Warehouse management only mode with external shared warehouses