Friday, 14 April 2023

Inventory Visibility feature in Dynamics 365 for Supply Chain Management

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) IDClient 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.

  1. Sign in to LCS.
  2. On the home page, select the project where your environment is deployed.
  3. On the project page, select the environment where you want to install the add-in.
  4. 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.
  5. In the Environment add-ins section, select Install a new add-in.                                                                                                
  6. Select the Install a new add-in link. A list of available add-ins appears.
  7. In the list, select Inventory Visibility.
  8. 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.

  1. Agree to the terms and condition by selecting the Terms and conditions checkbox.
  2. 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.
  3. 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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