Configure and use master planning in Dynamics 365 Supply Chain Management

Functional Consultant
Business User
Supply Chain Management
Finance and Operations

Businesses in any market, such as retail, manufacturing, distribution, services, and public sector organizations, need functionality to help them plan for demand and supply of products and services during the course of short or long-term operations. Get to know the Master planning feature of Dynamics 365 Supply Chain Management to streamline your planning, based on pre-determined factors, to efficiently plan what materials need to be purchased, transferred, or manufactured.

In this module, you will learn how to:

  • Set up and configure master planning.
  • Set up demand and supply forecasts.
  • Configure calculated delays.
  • Configure intercompany master planning.
  • Run plans and firm planned orders.


  • General knowledge of supply chain management
  • General knowledge of inventory procedures
  • Knowledge of procure-to-pay procedures
  • Knowledge of order-to-cash procedures
  • Ability to use Supply Chain Management for basic processing