D365 Finance & Supply Chain

Solutions Built
to Impress.

Presales demonstrations and proof-of-concept applications that showcase RSM's depth of expertise on Microsoft Dynamics 365.

13
Solutions
D365
Platform
F&SCM
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Showing 13 solutions

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Workforce & Routing Assignment

Interactive laboratory operations dashboard and Gantt scheduling tool for Life Sciences. Visualizes test order routing, machine utilization, and technician workload from D365 F&SCM production data.

D365 F&SCM Dashboard Gantt POC
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Grower Harvesting

End-to-end grower harvesting solution built on D365 F&SCM. Manages crop intake, grower settlements, and harvest scheduling to streamline agricultural supply-chain operations.

D365 F&SCM POC
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Financial Period Close Dashboard

Interactive calendar-based dashboard for tracking month-end financial close tasks across multiple companies. Visualizes task status, assignments, and due dates with overdue flagging — navigable across all 12 months.

D365 F&SCM Dashboard POC
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Customer Onboarding Portal

Branded self-service onboarding portal for Joy Baking Group (demo). Captures company info, primary contact, product interests, and supporting documents — designed to feed a Power Automate flow that creates a prospect or customer record in D365 for Sales review.

D365 Sales Portal POC
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Supplier Collaboration Portal

Secure, tokenised vendor response portal connected to D365 F&SCM. Buyers publish RFQs, auto-generate unique per-vendor links, and collect pricing & lead times without any vendor login — responses are stored and written back to D365 via OData.

D365 F&SCM Portal POC
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Work Instructions

Step-by-step work instructions with MES integration. Delivers digital shop-floor guidance to operators and ties execution back to D365 F&SCM production orders for real-time tracking and compliance.

D365 F&SCM Work Instructions POC

Asset Management

Offline-first marine enterprise asset management app for a tugboat operator. Fleet hierarchies, hour-driven preventive maintenance, work-order checklists, drydock planning, and analytics — built for D365 F&SCM Enterprise Asset Management with offline sync for crews at sea.

D365 F&SCM Dashboard POC
⚖️

Sales Proration

Planner workbench for allocating constrained supply across open sales orders in D365 F&SCM. Browse demand by commodity, item, and warehouse, run straight-line, weighted, or history-aware proration, and push the approved allocation batch back to D365.

D365 F&SCM POC
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Grower Settlement

Grower contract and settlement platform for produce buyers, packers, and shippers. Manages the full grower lifecycle — contracts, receiving, traceability, settlement, and payouts — with D365 F&SCM as the financial system of record.

D365 F&SCM POC
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Consignment Inventory Agent

Agent for consignment inventory held at retail partners (Nordstrom, Saks, Macy's, Bloomingdale's). A visual queue by partner, an AI assistant that drafts end-of-season return emails and sample shipping labels, transfer-order tracking that lowers on-hand on receipt, and one-click liquidation to discount retailers — modeled on the D365 Supplier Communication Agent.

D365 F&SCM Dashboard POC
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Price Margin Agent

Margin guardrails for pricing across D2C e-commerce, retail stores, and wholesale accounts. Audits every manual price override with margin % and reason code, stress-tests D365 pricing setup against margin thresholds, traces price history by product and customer, and surfaces AI recommendations for price increases, markdown timing, and promotion tuning.

D365 F&SCM Dashboard POC
🛍️

Popup Store Agent

Agent for standing up a retail popup store in minutes — at a fashion event or inside a department store. Allocates inventory to a time-boxed virtual D365 warehouse from templates, past events, or Excel upload, reserves against DC stock, tracks live sales KPIs and sell-through, and drafts the return transfer at teardown. Built on the Consignment Inventory Agent platform.

D365 F&SCM Dashboard POC
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Live Call Sheet

Real-time, multi-user call sheet that replaces the shared Excel workbook for the produce, claims, and delivery desks. Reps co-edit live with presence flags, cell-level attribution, and an activity feed, while D365 F&SCM owns the system columns — invoiced totals, open orders, and rank — streamed in as live updates.

D365 F&SCM POC
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Customer Payment Prediction

Stand-in for the D365 F&SCM Payment predictions (preview) module for demo environments where the AI Builder model never returns data. Reproduces the per-customer and per-transaction list pages plus the Related-information fly-out — on-time, late and very-late probabilities, aged balances, credit limits and top prediction factors — all driven from a single swappable Excel workbook.

D365 F&SCM Dashboard POC
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