Demand Request Solution for Dynamics 365

Organizations using Microsoft Dynamics 365 Finance & Operations often encounter challenges in managing internal inventory demands. Manual processes, limited visibility, and fragmented experiences across departments like Administration, Warehouse, and Procurement can lead to delays and inefficiencies in handling requests.

To streamline this process, Confiz introduces a workflow-driven Demand Request Solution seamlessly integrated with D365 Supply Chain Management. Designed to bring consistency, control, and transparency to internal demand requests, this add-on helps streamline operations while ensuring traceability and compliance across the entire lifecycle - from request initiation to fulfillment.

Key features of Demand Request Solution for Dynamics 365

1. Streamlined demand request fulfillment

Users can raise item-specific or ad-hoc requests through a dedicated demand request form, with support for descriptions and image attachments. Based on inventory availability and item type, the system auto-generates Transfer Orders, Movement Journals, or Purchase Requisitions, and routes requests for approval before fulfillment.

2. Warehouse route security control

Define valid warehouse combinations to control inventory movement paths. Only authorized From-To warehouse routes are allowed during the request process, ensuring alignment with logistics policies and enhancing operational control.

3. User-specific item group access

Admins can assign item groups to users to restrict item visibility in demand requests. This improves accuracy, reduces unauthorized requests, and supports centralized control over item availability as roles change.

4. Unified demand request interface

Access a centralized form to submit demand requests and generate corresponding Transfer Orders, Movement Journals, or Purchase Requisitions—all from one interface for improved efficiency and ease of use.

Benefits for business

• Standardized inventory fulfillment
  Establishes a structured process for inventory purchase, transfer, or issuance—reducing manual errors and delays.

• Centralized control and visibility
  Centralized demand requests ensure better oversight, enabling informed decision-making and tighter process control.

• Enhanced operational efficiency
  Streamlines internal inventory handling, reducing time spent on approvals and manual follow-ups.

• Transparent procurement process
  Improves visibility across the procurement lifecycle, promoting accountability and audit readiness.

Ideal For?

Our add-on is ideal for administration departments, warehouse managers, procurement teams, and internal company departments, including end users and heads of departments (HODs).

Implementation Timeframe:

Typical implementation takes 2–4 weeks, depending on business requirements and customizations.