• Michael Intravartolo

Dynamics 365 for Financials - How-to Manage Your Inventory


Managing inventory while tracking trends on top selling items is key to managing cash and key investments into the business.

Access to Items (and services) are available directly from the homepage.


Providing business leaders, the opportunity to quickly and easily analyze trends is immediately accessible with a few clicks. One example is identifying top sales items based on inventory is critical to successfully managing cash for the business.



Athens is ranked #4 as one of the top selling products. A top selling items that is in danger of inventory depletion or backorder is a risk to the business. Why is this important? Providing business leaders immediate insight to inventory success is paramount to the success of a business and mitigating risk.


In addition to the built-in reporting capabilities which allows users to perform their responsibilities, Dynamics 365 for Financials offers deeper intelligence to auto-suggest replenishment of inventory based on lead time and average daily use.

Quick Tip - Reorder Amount 1 is the quantity you should order if a customer does not want to take those factors into account.

Reorder 2 is the quantity a customer should order if they want to take into account the Average Daily use and Lead Time.


The Athens Desk is the #4 top selling item. However, the availability quantity is only 4. This is a potential risk and needs to be replenished in order to avoid a backorder and any future customer satisfaction issues.



Which vendor should we use to replenish our inventory? A pre-built report within Dynamics 365 for Financials enabled the person responsible for purchasing inventory to determine which vendor to select.



With one vendor provided more favorable lead time on an inventory item, this filter allows for quicker decisions on which vendor to transact with to refill inventory.




Quick Tip - The Vendor's Invoice number is required before completing the purchase order/purchases invoice.




Post the Invoice





Managing inventory while tracking trends on top selling items is key to managing cash and key investments into the business. Dynamics 365 for Financials helps organizations to better manage products and services and to avoid any issues.

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