Presales demonstrations and proof-of-concept applications that showcase RSM's depth of expertise on Microsoft Dynamics 365.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Two D365 F&SCM-styled inquiry forms that follow one cost from the dock to the production plan. Product cost inquiry shows every posted receipt at its landed cost — purchase price plus allocated add-on charges — and the margin that survives it. Production cost inquiry rolls up the BOM, prices each run against the actual batches it consumes, and flags the material that will expire before it can be converted.
Trade promotion planning and deduction recovery for a mid-market CPG manufacturer. A matching engine scores every retailer chargeback against the events it might settle and separates what is owed from what is duplicated or over-claimed. Plan events in an Excel-grade grid with a live P&L, forecast from drivers across any hierarchy, and read the sales book on one definition of net sales — with ROI reported after cannibalization and the post-promotion dip, not before.
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