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Home » GYDE365-Design : Stock Management Summary

GYDE365-Design : Stock Management Summary


Dynamics 365 Supply Chain Management empowers business users to control supply chain information and business processes with accurate insights and information, at any time. This level of control available across all integrated business areas empowers businesses to drive efficiencies and eradicate risks. The Procurement and Sourcing module enables the procure-to-pay process and works closely alongside the purchase ledger functionality to support the purchasing of goods or services from suppliers, invoices receipt and payment. The module is split down into three manageable segments that progress in functionality complexity to support all ranges of business requirements.

Stock Management Overview

Stock management is the lightest level of warehousing functionality that enables the setup and management of warehouses, sites and basic warehouse functionality. Advanced warehouse management enables users to configure Dynamics 365 warehouse management functionality to it’s full complexity. This includes advanced warehouse setup, item setup and maintenance and the ability to use the mobile application for inbound, outbound and the all encompassing processes.

Stock Management Sections
  • Warehouse Setup
  • Inventory Picking
  • Reporting and Business Documents
  • Default Values


Dynamics 365 Supply Chain Management empowers employees and organisations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions. The Warehouse management module enables a comprehensive suite of functionality to manage stock processes in manufacturing, distribution, and retail companies. Warehouse management is fully integrated with other business processes such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Warehouse Management Overview

The Warehouse Management module is used to track the on-hand availability of stock, as well as the creation of warehouse work for operators to move stock throughout the warehouse to support all inbound, outbound, and stock management processes.

Key features of the module include: 

  • Mobile application for warehouse operations
  • Stock replenishment
  • Cycle counting
  • Shipment packing
  • Label printing
Warehouse Management Sections

The GYDE365 survey takes you through a series of questions to assist with the configuration and design of your Dynamics 365 solution. The Advanced Warehousing survey is split into the following sections;

  • Advanced warehouse setup
  • Item setup and maintenance
  • Warehouse mobile application
  • Inbound processes
  • Stock processes
  • Outbound processes
  • Raw material processes
  • Packing
  • Reporting and Business Documents
  • Default values


Review the information below to understand how the GYDE365-Design application is structured. This will allow users to navigate and complete the application content with ease and maximise the value of the Solution Design Output.

GYDE365-Design Survey

GYDE365-Design is built to empower users with an easy to navigate survey structure that identifies key requirements to influence a gold standard Dynamics 365 implementation.

The application is built using a hierarchical structure whereby each template consists of chapters, sections and questions. Prior to answering the questions, investing the time to review the help content available is invaluable to gaining the most out of the application.

Question Structure

The questions present within each section are displayed systematically. Answers to a question may trigger additional questions to appear in the survey. This provides a unique structure based upon the requirements of the end user.

Questions adopt an answer type of Grid, Numerical, String, Date or List. Each must be answered in accordance with the relative format.

The typical features found within the question format are detailed below.

Question Format

Best Practice

When navigating through a survey template, chapter, section or question within GYDE365-Design, following each recommendation detailed below will ensure the experience is optimised for the end-user and the output value is maximised.

  • Assign ownership to a user or group of users for completing each Chapter.
  • Read each question carefully and hover over the small blue question mark to receive a short informative overview.
  • Review the help URL linked to each question to establish a comfortable level of understanding prior to answering.
  • Where video links are present, follow the link to view the content, again, this will benefit users in answering each question.
  • Communicate and track correspondence using the comments functionality.
  • Highlight any gaps or functionality concerns using the additional comments text box at the end of each section.
Navigating the Help File

Each question is presented with a help file that details the context and content required to answer the question.

The help file can be found by clicking a link found on the question as demonstrated below.

Help URL

Each help file is structured into a series of titled accordions to help users navigate to the type of help they require. Each accordion can be opened and closed by selecting the arrow on the right hand side.

Select the arrows to view the content beneath each heading

All images presented within a help file can be expanded and opened within a new tab by clicking on the image.

Answering a Question of type String

How to navigate GYDE365-Design and answer a string type question.

Answering a String type question
Answering a Question of type Numerical

How to navigate GYDE365-Design and answer a numerical type question.

Answering a Numerical type question
Answering a Question of type Grid

How to navigate GYDE365-Design and answer a grid type question.

Answering a Grid type question