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D365 Supply Chain Management Pro Tips

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Steve Shebuski, VP of Digital Strategy
Steve Shebuski, VP of Digital Strategy

Guiding businesses through their digital transformation journey

Every business wants to increase efficiency, but what are the best practices for accomplishing this in your warehouse?

Many companies are starting with Microsoft Dynamics 365. Microsoft Dynamics 365 Supply Chain Management features robust warehouse management capabilities that modernize operations inside your distribution centers.

To help you get the most out of your D365 SCM investment, the supply chain consultants at Blue Horseshoe have put together a series of pro tips that help you boost efficiencies while reducing waste.

Cluster Picking

Picking small parts, or piece orders, one at a time is often cumbersome and labor intensive. These inefficiencies are magnified when the picking path involves a large warehouse footprint that forces your teams to spend more time traveling throughout the warehouse than managing orders.

Using a mobile device, cluster picking is an efficient picking method that allows you to pick multiple orders during one pass through the warehouse. It’s one of the picking options available in Microsoft Dynamics 365 for Supply Chain. Follow these steps.


Cross-docking is a logistics strategy that moves inbound products, or production items, to outbound staging areas with no storage in between. This order fulfillment strategy makes your warehouse more efficient by eliminating over processing and the unnecessary movement of goods around your warehouse. When implemented correctly, products move seamlessly from the inbound truck to an outbound truck for customer delivery.

D365 Supply Chain Management helps you manage cross-docking to ensure you’re accurately tracking products, orders, and shipments. Here’s how.

Cycle Count Plans

Creating a cycle count plan helps ensure your inventory control team is counting the right items/location, the necessary amount of times per year.

Using Microsoft D365 Supply Chain Management, you create multiple cycle count plans for items or locations. This plan, managed through D365, will ensure inventory gets counted weekly, bi-weekly, monthly, bi-annually, and annually to improve or sustain high inventory accuracy. Learn how.

Inbound Inventory Quality

Inspecting inbound inventory for potential damage helps ensure quality products will ultimately get into the hands of your customers. As part of your receiving processes, your warehouse teams either accept or reject the inventory before putting it to a stocking location in the warehouse.

With Microsoft Dynamics 365 for Supply Chain and a mobile device, you can easily create quality orders as part of the receiving and putaway process. Get instructions.

Pick Line Grouping

Pick Line Grouping allows the system to group multiple work lines with the same item and location dimension into a single pick on the mobile device. The work lines themselves remain separated, but the picks get grouped on the mobile device. Here’s how.

System Directed Picking

System directed picking in Microsoft D365 for Supply Chain allows you to setup preset logic to define what work to execute via a certain mobile device menu item. System directed menu items guide the picker through their work assignment in a specific zone or aisle.

You can configure System directed picking in many ways, for example a Menu item to show work by shipping carrier, customer, order priority, ship date, etc. Get the tips

Work Header Breaks

Dividing your warehouse work by zone or aisle is a picking technique that keeps your warehouse moving. Creating work by zone keeps a worker's activities focused on a specific area in your warehouse.

Work header breaks on Work templates in D365 Supply Chain's Warehouse Management System (WMS) control how you create Work in the Warehouse. To enable the functionality of Work header breaks, set up sorting on the field you wish to break by. Get the process

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