D365 Intelligent Order Management (IOM): A Complete Guide

Tired of juggling complex omnichannel fulfillment? It's time to try out the perks of AI order management! In 2021, Microsoft introduced the D365 Intelligent Order Management (IOM). Built on the powerful Power Platform, D365 IOM is a cloud-based solution designed to streamline your order management and accelerate omnichannel transformation with the help of AI-driven analysis.

Key Features & Benefits of D365 Intelligent Order Management

Simplified Order Workflow Across Platforms and Applications

IOM redefines the supply chain workflow with automated fulfillment orchestration powered by intelligent rules-based systems. By customizing order flows based on unique customer journeys, retailers can expedite and personalize each fulfillment process with precision.

Consider a manufacturing company that produces electronic devices like smartphones. The company implements Intelligent Order Management (IOM) to streamline its manufacturing processes and improve overall efficiency.

When a customer places an order for a smartphone through the company's website or retail stores,

• IOM automatically initiates the manufacturing workflow. The system uses advanced algorithms to optimize production schedules, considering factors like available raw materials, production capacities, and delivery timelines.
• Once the order details are received, IOM communicates with the company's manufacturing systems to ensure the right components are sourced from suppliers. The system also coordinates with the production line, scheduling the assembly process for the specific smartphone model ordered.

Scalability for Businesses of All Sizes

Dynamics 365 Intelligent Order Management offers flexibility, catering to businesses of any size and effortlessly adjusting to changing organizational needs. Whether you are a start-up, a growing enterprise, or an established industry leader, IOM seamlessly adapts to your unique supply chain requirements, providing a dynamic and future-proof solution. Its scalable nature empowers your business to efficiently handle any demand, ensuring smooth operations and customer satisfaction.

Imagine a manufacturing company that starts as a small family-owned business, producing a limited number of products and serving a local customer base. As the business grows, they expand their product offerings, reach new markets, and experience a surge in demand. With Dynamics 365 Intelligent Order Management (IOM),

• The company achieves seamless scalability by leveraging intelligent automation and dynamic resource allocation.
• The system optimizes order processing workflows, intelligently distributing tasks across available resources, and automating repetitive processes. As order volumes increase, IOM dynamically allocates additional computing

power and resources to ensure efficient processing without delays. This elasticity allows the company to handle fluctuations in demand while maintaining high levels of accuracy and meeting delivery timelines.

Seamless Integration with Different Platforms & Applications

The strength of IOM lies in its ability to effortlessly integrate with diverse platforms and applications (ERP, CRM, POS, WMS, Payment Gateways). Equipped with prebuilt connectors and a Reference API, IOM establishes harmonious connections across various systems. These prebuilt connectors serve as ready-made links to external solutions, while the Reference API opens the door for custom integrations, expanding the possibilities of seamless data exchange.

Integration with Existing Systems

Meta Dataverse integration, also known as Microsoft Dataverse integration, is a fundamental aspect of Intelligent Order Management (IOM). Unlike many integration platforms, Meta Dataverse utilizes a common data model shared across the Microsoft Dynamics 365 suite of applications. This commonality ensures seamless data exchange and compatibility between different Dynamics 365 apps, streamlining the integration process.

The integration allows IOM to leverage over 200 pre-built Power Platform connectors, making it effortless to connect with existing order infrastructure and popular e-commerce platforms like BigCommerce and Shopify.

Advanced Payment Integration and Compliance

Dynamics 365 IOM incorporates advanced payment integration features, supporting a variety of payment systems including credit cards and PayPal. This integration ensures a seamless payment cycle from order placement to confirmation, based on fulfillment status.

The system facilitates the automated generation of invoices, catering to both on-account sales and direct sales, thus enhancing the efficiency of the order-to-cash process. Additionally, IOM's capability to integrate with third-party tax engines simplifies tax determination and compliance, further streamlining the financial aspects of order management.

Effortless Design, Develop, and Deploy Order Flows

The Journey Orchestration Designer Tool sets IOM apart as a visionary in supply chain management. This innovative tool enables businesses to proactively respond to disruptions and adapt to rapidly changing market demands. Leveraging the power of drag-and-drop functionality and AI-driven insights, the Journey Orchestration Designer Tool empowers supply chain teams to craft, deploy, and modify order flows in real-time, ensuring agile and adaptive order fulfillment.

Here's how the Journey Orchestration Designer Tool works:

The tool offers a user-friendly, drag-and-drop interface that allows supply chain teams to visually map out the entire order fulfillment process effortlessly and customize order flows easily.

Leverages artificial intelligence to analyze historical data, market trends, and real-time information to help optimize order flows and identify potential bottlenecks or areas for improvement.

With the power of real-time data integration, supply chain teams can respond swiftly to changing circumstances. They can modify order flows on the fly to accommodate unforeseen disruptions, adjust to fluctuating demands, or capitalize on emerging opportunities.

Once the order flows are designed, the Journey Orchestration Designer Tool facilitates quick deployment across the supply chain ecosystem. Automated processes ensure seamless communication and collaboration between different departments, partners, and vendors involved in order fulfillment.

IOM embraces cutting-edge AI-based Classification and Anomaly Detection Models to proactively forecast inventory needs.

• The AI-based models continuously analyze data from various points in the supply chain, including order processing, inventory management, and logistics. By analyzing this data, the models can identify potential bottlenecks or inefficiencies in the fulfillment process before they escalate.
• The AI-based anomaly detection models monitor various data streams and identify deviations from normal patterns or expected behaviors. This helps detect unusual events or situations that may impact the supply chain, such as sudden changes in demand, disruptions in logistics, or irregularities in inventory levels. Early detection of anomalies allows retailers to take prompt corrective actions and mitigate potential risks.

Tax Compliance Made Easye

IOM's ability to integrate with third-party tax engines simplifies the management of tax determination and compliance related to order management. Integration options like AvaTax automate tax rate calculations, product classification, tax payment remittance, and the management of exempt sales and exception documentation, ensuring compliance with minimal effort.

Steps to Set Up Dynamics 365 Intelligent Order Management

Setting up Dynamics 365 Intelligent Order Management in your supply chain involves several key steps to ensure a seamless integration and to leverage its capabilities for optimizing order management processes. Dynamics 365 Intelligent Order Management enables businesses to manage orders more efficiently, automate fulfillment, and integrate with various e-commerce, logistics, and supply chain management systems through AI and machine learning technologies. Here’s how to set it up:

Dynamics 365 IOM Pricing & Licensing

Dynamics 365 IOM is uniquely licensed per tenant, offering a holistic approach to managing your organization's order fulfillment process. This structure means the licensing fee covers the entire organization, not just individual users, fostering a unified and centralized order management strategy.

Challenges Addressed by D365 Intelligent Order Management (IOM)

Traditional order management systems often struggle to cope with the growing complexity of modern supply chains, resulting in inefficiencies, errors, and dissatisfied customers. The need for AI order management (IOM) arises from several key reasons:

Bottom Line

As businesses navigate the dynamic landscape of retail, Dynamics 365 Intelligent Order Management stands as an ally for achieving supply chain agility. With its unmatched capabilities in simplifying workflows, integrating seamlessly with diverse platforms, and leveraging advanced AI-driven technologies, IOM empowers retailers to deliver unparalleled customer experiences and drive operational excellence.

At Nalashaa Digital, we understand the critical importance of supply chain management in achieving operational excellence and delivering exceptional customer experiences. Our team of experts is dedicated to implementing Dynamics 365 for Supply Chain Management in a way that aligns perfectly with your unique business needs and goals. Get in touch with us today to know how we will help you elevate your supply chain agility.