The Inventory Visibility
Add-in for Dynamics 365 Supply Chain Management is an independent microservice
that is highly scalable, empowering high-volume retailers and manufacturers to
manage millions of inventory updates every minute and gain real-time visibility to
cross-channel inventory positions. Read this blog to learn more about this new
add-in and how it can help your company!
Get a global view of
inventory
The integrated solution
lets you define your own data sources and centralize inventory data.
There are two approaches
to viewing your inventory:
- Submit a
query through the high-performance API. This API can return near-real-time
inventory data directly from a cached instance.
- View the raw
on-hand list. This list is periodically synced from a cached instance and
is visible in Dataverse.
Soft reservations
Soft reservation applies
when a business must reserve a specific quantity of products to support, for
example, sales order fulfillment that avoids over-selling. When a sales order
is created and confirmed in Supply Chain Management or other order management
systems, a request to reserve the quantity is sent to Inventory Visibility.
Inventory Visibility lets you reserve products that have dimension details and
specific inventory transaction types. After the quantity is successfully
reserved, a reservation ID is returned. You can use this reservation ID to link
back to the original order in Supply Chain Management or other order management
systems.
The functionality is
designed so that a reservation in Inventory visibility doesn’t change the total
quantity. Instead, it only flags the reserved quantity. (For this reason, it’s
called a soft reservation.) The soft-reserved quantity can be
offset when the products are consumed in Supply Chain Management or a
third-party system by calling the API again to make a quantity deduction and
update the total quantity in Inventory Visibility.
How to Install the
Inventory Visibility Add-in
Before you install the
add-in, register an application and add a client secret to Azure Active
Directory (Azure AD) under your Azure subscription. Be sure to make a note of
the Application (client) ID, Client secret, and Tenant
ID values, because you will need them later.
After you register an
application and add a client secret to Azure AD, follow these steps to install
the Inventory Visibility Add-in.
- Sign in
to LCS.
- On the home
page, select the project where your environment is deployed.
- On the
project page, select the environment where you want to install the add-in.
- On the
environment page, scroll down until you find the Environment
add-ins section in the Power Platform integration section.
There, you can find the Dataverse environment name. Confirm that the
Dataverse environment name is the one that you want to use for Inventory
Visibility.
- In the Environment
add-ins section, select Install a new add-in.
- Select
the Install a new add-in link. A list of available
add-ins appears.
- In the list,
select Inventory Visibility.
- Set the
following fields for your environment:
- AAD
application (client) ID – Enter the Azure AD application
ID that you created and made a note of earlier.
- AAD tenant
ID –
Enter the tenant ID that you made a note of earlier.
- Agree to the
terms and condition by selecting the Terms and conditions checkbox.
- Select Install.
The status of the add-in is shown as Installing. When the
installation is completed, refresh the page. The status should change
to Installed.
- In Dataverse, select the Apps section in the left navigation, and verify that the Inventory Visibility Power Apps is installed successfully.
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