Thursday, May 11, 2023

D365 FO SCM Implementation

There are several ways to implement and conduct systems upgrade from financial and supply chain legacy systems to Microsoft Dynamics 365 FO SCM. One of the solutions that I suggested recently to one of my clients is shown in the schematic diagram below. Their business scope was to gradually replace their legacy system (they have been using ServiceNow for several years) for finance and operations in dealing with their suppliers and multiple business franchises globally.


As shown, the new system will be based on D365 Finance and Operations Supply Chain Management to handle the:

  • Procurements and Vendors Invoices
  • Sales and customers billings
  • Inventory Management
  • Warehouses Management
  • Transportation and shipments
  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Bank Accounts Management

The request includes also establishing two customer type Power Pages portals, namely:

  1. Vendors portal to automate their procurements from suppliers, browsing variety of products, and handle invoices and payments.
  2. Franchises portal to automate their sales to their customers.
As shown, that required that an integration between Dynamics 365 CE and FO SCM be established. The reason is that Power Pages portals are fed from the D365 CE Dataverse. The integration and dual sync made here is with a combination of:
  • Dual Writes
  • Virtual Entities

depending on the type of connected entities and whether they are fixed or variable in nature. For entities to be viewed with no update on the portals, virtual entities will suffice. For all others, dual writes methods are used.

Azure Integration Services include several methods with different difficulty of development requirements to establish the initial integration and migration of legacy systems. These include Power Automate, Logic Apps, Azure Functions, and API Management, to name just few. The selection of any method really depends on the business requirements, design patterns, and availability of resources involved in the development.