Production control is the core module for managing manufacturing processes. It handles production orders, bills of materials (BOMs), routes, and tracks material consumption and output, providing the necessary end-to-end traceability from raw materials to finished goods.

Business rules can be applied to forms to show, hide, or lock fields based on real-time data. You can create a rule that, when a customer is selected on a quote, automatically retrieves and displays their credit limit and checks inventory, streamlining the sales process without manual lookups.

Real-time workflows, built directly within the Dynamics 365 app (like Sales), are designed for this purpose. They can start automatically when a record is created or updated, check conditions (e.g., discount > 15%), and then assign an approval task to a manager, all within the context of the sales transaction.

Work templates define the sequence of steps (like Pick, Put, Pack) for warehouse work. They control the order of operations. You can configure different templates where the ‘Pick’ step is sorted by criteria like item dimensions or destination, ensuring workers follow the optimal picking sequence.

The Dynamics 365 Field Service mobile app is purpose-built for this scenario. It is optimized for field technicians, provides offline capability for updating work orders, includes integrated mapping for navigation, and syncs data once connectivity is restored.

A scheduled workflow within Dynamics 365 Sales is the ideal tool. It can be triggered by the creation of a meeting (activity), evaluate the condition (category = ‘Product Demo’), and then wait 7 days before creating the follow-up task. This keeps the business logic within the familiar Dynamics 365 environment.

Financial dimensions are used as analytical accounting segments. While the main account identifies the nature of the transaction (e.g., Travel Expense), dimensions like Department, Project, or Cost Center allow companies to slice and dice financial data for deeper reporting and analysis without creating a multitude of separate main accounts.

Case routing rules are used to automatically assign cases based on defined conditions (like priority, product, or language). You can configure a rule for high-priority cases that uses criteria like agent skills, capacity, and availability to find and assign the case to the most suitable agent, automating and optimizing the assignment process.

Tax regulations vary significantly by country. Defining the correct sales tax/VAT groups (which determine tax rates) and settlement periods (defining when tax is reported and paid to authorities) is a legal and compliance requirement that must be accurately configured for the new legal entity.

Production control is the core module for managing manufacturing processes. It handles production orders, bills of materials (BOMs), routes, and tracks material consumption and output, providing the necessary end-to-end traceability from raw materials to finished goods.0