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5 Reasons Our Clients Love Warehouse Management in Microsoft Dynamics 365 Finance & Supply Chain Management

One missed scan. A late shipment. That’s all it takes to lose a customer’s trust. Warehouse mistakes may seem small, but they carry big consequences. That’s why clients come to us for warehouse systems that work. When distributors and manufacturers come to us, they want to reduce friction in daily operations and gain control over their inventory flow. Microsoft Dynamics 365 Finance & Supply Chain Management (D365 F&SCM) integrates warehouse management into a coordinated system rather than a series of isolated tasks. 

Work is easier to track. Instructions are clearer. Inventory is more reliable. No more last-minute scrambling. Instead, your team follows a playbook that is clear, consistent, and efficient. 

Here’s why our clients prefer Dynamics 365 F&SCM’s Warehouse Management module for managing their operations. 

1. Faster onboarding with step-by-step mobile directions. 

New hires often rely on shadowing or tribal knowledge, which leads to inconsistent results and frustration. When experienced employees leave, critical knowledge walks out the door. 

The Dynamics 365 F&SCM mobile app solves this. It provides each warehouse worker with a step-by-step path to follow, utilizing work templates, location directives, and user-specific menu items. These menu items inform the user what to select, where to find it, and what to scan as well as directs the path the user walks through the warehouse. The system prompts them through each decision point, from receiving to shipping. 

New hires can work with confidence almost from day one. The mobile experience requires minimal training, and your employees can complete tasks after just a short orientation. Clients report stronger adherence to processes and quicker productivity from new team members. Supervisors also notice fewer floor disruptions and more consistent task completion. 

2. Training in hours, not days, with role-specific tools. 

Seasonal labor and high turnover create bottlenecks in training. Managers don’t have time to teach ERP workflows while keeping operations running. 

With D365’s role-specific mobile tools, workers see the tasks they need to perform as well as the order in which to perform them, which can either be enforced or simply suggested, and they’re productive within a day or two.  

For example, warehouse staff can complete tasks such as scanning and inventory movement without accessing unrelated features in the whole system. Workers receive mobile-only licenses that support scanning and transaction posting through the app. They do not need to learn the ERP interface or navigate complex menus. You can perform core tasks using the same intuitive tool. These include receiving and picking, staging when needed, as well as custom inquiries to give them access to the information they would otherwise have to request from a supervisor or team lead. 

One client reported that new hires, who previously took a week to ramp up, were contributing on day two. The system provides direct prompts and confirmation messages that reinforce correct behavior. Managers can also review each employee’s progress in real-time and address issues without having to walk the floor or recheck physical paperwork. In addition, as employees gain more experience, the confirmations and prompts can be removed for those employees to improve efficiencies.

3. No guesswork with end-to-end workflow automation. 

Vague or manual receiving and shipping processes lead to misplaced inventory, skipped inspections, and delayed orders. The warehouse becomes reactive instead of efficient. 

D365 F&SCM creates a structured, rule-based workflow for every task without relying on paperwork that may be outdated by the time the worker begins the task, so the system drives consistent, real-time execution without relying on memory.  

Inbound receipts can trigger inspections or route goods to staging based on item properties. Items that pass inspection move directly into storage. Those that fail are sent to a restricted location until cleared or removed from inventory. 

Labels can be generated at every step to ensure products are always corrected labeled for where they are in the workflow. These labels can contain the information of how and what is stored or customer information to make each step of the workflow more efficient.

Every decision about how items move is documented. No one needs to remember where something was placed or how it was routed. 

4. Improved accuracy with tracking and backflushing. 

Manual data entry creates small errors with big consequences: misstated costs, incorrect inventory levels, and unreliable job costing. 

D365 automates raw material deduction and labor tracking, ensuring clean records and more confident decision-making. 

For manufacturers, when a finished product posts, the system automatically calculates and deducts the required raw materials. These values are based on the bill of materials and the quantity produced. The system also uses the information of the route the product took to calculate the labor hours and associated labor cost for the quantity produced. No one needs to enter values by hand unless an exception occurs. 

Clients see cleaner records and more reliable cost data. They also gain better visibility into performance over time. 

5. Flexible configuration for simple to more complex operations. 

Many systems are either too basic for complex operations or too bloated for small teams. Businesses are forced to work around the software instead of with it. 

Dynamics 365 Finance & Supply Chain Management scales with your warehouse management needs, offering powerful capabilities without unnecessary complexity. And Sikich helps you fit your real-world operations. 

Smaller facilities may not need the full suite of advanced warehousing features. In those cases, Sikich creates mobile tools for clients using Power Apps. These tools handle receiving and transfers and integrate with D365. They also support shipments without requiring system configuration. This service reduces setup time and keeps operations lightweight. 

Larger organizations often benefit from stocking limits, replenishment logic, and location-specific rules. For example, a team might reserve aisles for fast-moving items, while others hold goods awaiting inspection or to refill these fast-moving locations. Replenishment work can keep high-volume products available without manual checks. The system creates these tasks based on stock levels or expected usage of materials, freeing supervisors to focus on exceptions rather than routine monitoring. 

By selecting the optimal level of configuration, clients receive a warehouse solution that supports growth without introducing unnecessary complexity. 

How Sikich Helps 

Sikich does more than configure software. Our team designs warehouse solutions that drive real operational improvements. By working closely with your staff, we gain insight into your workflows and how your space supports daily operations. We also identify where delays or inefficiencies tend to build up. From there, we tailor Dynamics 365 F&SCM to fit your specific needs and goals. 

To expedite implementation, Sikich offers deployment accelerators, such as HEADSTART, combining templates with expert configuration guidance. They reduce setup time while minimizing the risk of errors during rollout. 

If your warehouse demands fewer errors, faster onboarding, and better control, reach out to Sikich

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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