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Hire Microsoft Dynamics 365 Supply Chain Management consultants
In short
MS Dynamics Guys provides Microsoft Dynamics 365 Supply Chain Management consultants for one workstream: procurement and receiving, inventory, warehouse management or manufacturing. Your project lead directs the work. The consultant turns process decisions into configuration and test scripts. Before changes go live, the consultant tests exceptions such as partial deliveries and quality inspections. Your process owners make the business decisions. Where configuration falls short, the consultant specifies the work for a developer in X++, the programming language of finance and operations apps.
When a Supply Chain Management consultant from MS Dynamics Guys fits
The role suits a project or a live system in which one supply chain workstream has no functional owner. A consultant fills that gap. The consultant turns purchasing, warehouse or production decisions into setup, then tests the setup on the exceptions that your people handle. Typical situations:
Team situations that suit the role
- Warehouse workers test the Warehouse Management mobile app on handheld devices. Nobody owns the test scripts, and nobody can say whether a failed step is a setup problem.
- Vendor invoices wait under three-way matching, which checks invoice prices against the order and invoice quantities against product receipts. Nobody can say whether receiving or purchasing caused each difference.
- A new warehouse or site joins a live system. Its locations, work templates and location directives must not change how the existing warehouses work.
- A service update turned on a feature in your area, or soon will. Nobody has tested what the feature changes in receiving, putaway or production.
When another role or service fits better
- Most of the backlog is code in X++: extensions, new mobile app steps or custom reports. Hire a finance and operations developer for that work.
- An interface fails or must be built, such as one with a third-party logistics provider (3PL) or a manufacturing execution system (MES). That is work for an integration engineer.
- The gap is loading legacy items, vendors or on-hand stock. A data migration engineer runs the loads, and a consultant then checks the results with your process owners.
- The open questions are costing methods, the inventory close or the matching policy for vendor invoices. Those decisions belong to your controller, supported by a Finance consultant.
- Your company runs Microsoft Dynamics 365 Business Central, which has its own setup and its own role: a Business Central consultant. If you are still choosing between the two products, settle that product choice first.
Work a Supply Chain Management consultant can own
Name one workstream in your role brief. The consultant owns the setup and the tests in that workstream. The third column stays with your people. The last column shows where the work passes to another role.
| Workstream | The consultant owns | Your team keeps | Handed to |
|---|---|---|---|
| Procurement and receiving | Purchase order setup, the approval workflow for purchase orders, delivery tolerances on order lines, and the receiving steps from registration to product receipt | Purchasing policy, approval limits and the rules for accepting short or excess deliveries | Invoice matching policy and price tolerances: your accounts payable lead, with a Finance consultant |
| Warehouse management | Wave templates, work templates, work pools, location directives and the mobile device menu items that workers use in the Warehouse Management mobile app | Warehouse layout, devices, labels and labor rules | New steps or fields in mobile app flows: an X++ developer |
| Inventory | Batch and serial tracking, inventory statuses, blocking during inspection, quality associations and counting | Approval of count differences and write-offs, and decisions about rejected goods | Costing methods and the inventory close: your controller, with a Finance consultant |
| Manufacturing | The flow of production orders, batch orders or kanbans, the release of materials to the warehouse, and reporting as finished | Bills of materials, routes and shop floor practice | Interfaces with an external manufacturing execution system: an integration engineer |
Microsoft's implementation guidance recommends a lead subject matter expert from the business for each project workstream. The consultant works with that person and does not replace them. Your warehouse lead runs the device tests, and your controller owns costing and the inventory close. If a partner owns the solution design, involve its solution architect before any setup change that touches that design. The consultant also trains your key users on each changed process.
Master planning, transportation management and Microsoft Dynamics 365 Commerce are separate specialisms. If your workstream depends on them, name them in the role brief. We then confirm in writing whether we can cover them.
Can one MS Dynamics Guys consultant own a Supply Chain Management workstream in our program?
Yes, if your program puts four points in writing before the first task: who decides, who tests, what the consultant may change and the consultant's access. Inside that frame, the consultant runs the workstream's setup, test scripts and defect list. Business decisions and sign-off stay with your leads.
- Who decides. Your purchasing, warehouse or production lead approves each process change before it reaches production, such as an extra receiving step or a stricter overdelivery limit.
- Who tests. Your process owners and warehouse workers run the scripts on their own devices, and they decide whether each script passes. The consultant prepares the scripts, the test data and the sandbox, and supports the testers in each session.
- What the consultant may change. Setup changes start in a sandbox and reach production through your change process. If a partner also configures the system, agree which setup areas each team owns. Otherwise two teams may change the same location directive.
- Access. Your administrator issues a named account with only the security roles the work needs: wider setup rights in the sandbox, narrower rights in production. On the last day, your administrator removes the account.
The consultant reports against the test plan at an interval your project lead sets: scripts passed, defects open and decisions waiting. When a decision waits too long, your project lead names the person who will make it.
Configuration or X++: where the consultant's work stops
Finance and operations apps accept custom code only as extensions, so nobody edits Microsoft's own code. Most supply chain requirements start as setup questions. The consultant answers them with setup where possible and writes the rest down for a developer.
| Requirement | What setup can do | When X++ code is needed |
|---|---|---|
| Purchase orders above a limit need a manager's approval | Change management adds an approval workflow for purchase orders, for all vendors or only for selected vendors | Only for approval logic that the workflow rules cannot express |
| Excess quantities must be refused at the dock | The overdelivery percentage on the purchase order line sets the limit. For inbound loads, the Load over receipt setting on the load item receiving menu item controls quantities above a load. Its values are Allow, Block and Block for closed loads only. | Not needed for a quantity limit |
| Goods from one vendor must be checked at receipt | A quality association for that vendor creates quality orders at registration. Item sampling sets how much goes to inspection: a fixed quantity, a percentage or a full license plate. | Only for inspection rules that quality associations and item sampling cannot express |
| Damaged goods must stay out of sales and production | An inventory status with Inventory blocking set. The goods stay in physical inventory, but sales, transfer and production orders cannot use them. | Not needed |
| Workers need instructions on a mobile step that match your own process | Custom step titles and instructions on the Mobile device steps page, per step and per language, with overrides for a specific menu item | Not needed |
| A mobile app flow needs an extra scan or field | Check the menu item settings first, because some flows already offer the option | When no setting provides it, a developer extends the flow in X++, for example through Microsoft's process guide framework |
Consultants from MS Dynamics Guys try the options in a fixed order. First comes a setting, then a standard feature that is still off in Feature management, then a ready-made solution from another vendor. Code comes last. Each X++ request names the process, the expected result and the test that proves it. Your developers, your partner or a developer you add then build it.
MS Dynamics Guys can also staff that X++ work in the same workstream: see hiring finance and operations developers.
Before each service update reaches production: what the consultant checks
Microsoft releases four service updates a year for finance and operations apps, with automatic updates in February, April, July and October. Your company must take at least two of them each year and can pause only one at a time. Your administrator can apply each update before Microsoft applies it automatically. For automatic updates, you can choose between two windows that are four weeks apart. When Microsoft applies an update automatically, the sandbox receives it seven days before production. For a supply chain workstream, start testing as soon as the update reaches your sandbox. The seven days before production are the last check, not the whole test window.
Features follow their own path in the Feature management workspace. Most new features arrive as optional and stay off until you turn them on. A feature that can be turned off is expected to become On by default after at least six months, in the next major release. You can still turn it off at that stage. Optional features are expected to become Mandatory after two major releases. Then you cannot turn them off without contacting Microsoft. Some features cannot be turned off once you turn them on.
For each update, a consultant can run this routine for the workstream:
- Read the release's What's new or changed article for Supply Chain Management. Mark each feature in the workstream's modules that changes receiving, putaway, quality or production. Include features that move to On by default.
- When the update reaches a sandbox, open the Feature management workspace. A release's features appear there only after the environment receives that release. Turn on the marked features that are still off, and run the workstream's test scripts against every marked feature.
- Before the update reaches production, rerun the regression scripts for the critical processes. Log each difference with an owner.
- Write a readiness note for your project lead: what changed, what passed, which features to turn on or schedule, and what is still open.
Your administrator keeps the update schedule, and your process owners rerun the scripts they rely on. Keep every script as written steps with test data and expected results. Microsoft's Regression suite automation tool (RSAT) loses support after May 15, 2027. If some tests exist only as Task recorder recordings that RSAT runs, rewrite them in another form before that date.
How we test a candidate on receiving exceptions before you meet them
Each candidate works through one written purchase-to-receipt scenario with invented data. The scenario contains the exceptions that break receiving in real warehouses. A reviewer from MS Dynamics Guys asks the candidate to explain each choice, then changes one condition and asks what changes. You receive the written result before your interview. If your role covers inventory or manufacturing, we state in writing which of your requirements this scenario does not test. Your interview can then test them.
| Skill | Exercise and review | Evidence you receive |
|---|---|---|
| Purchase to receipt | Take a purchase order through registration and product receipt with one partial delivery and one overdelivery, and name the setting behind each outcome | An annotated flow: each step, the setting that controls it and the result |
| Putaway setup | Review a work template and a location directive that send putaway work to the wrong location, find the cause and propose the fix | A short review note with the corrected sequence or query |
| Quality decisions | Handle a damaged batch found at registration: choose a quality order, a quarantine order or a blocking inventory status, and name who approves what happens to the goods | A decision note with the reason and the approver |
| Receipt to invoice | Trace a received line to its vendor invoice under three-way matching, explain the matching result and say who resolves each difference | A trace from receipt to invoice, with an owner for each difference |
| Configuration or X++ | Sort five requirements into setup, a standard feature or X++, and write one of them as a requirement for a developer | A sorted list, and one written requirement with its acceptance test |
| Test design | Turn one receiving process into user acceptance testing (UAT) scripts with test data, expected results and exit criteria | Two scripts that a warehouse lead could run without help |
Menu paths are not part of the test. The exercises test reasoning about setup and exceptions. How we assess specialists explains who reviews each result and what an assessment cannot show.
Example first work package: inbound receiving for one warehouse
Ways to add Supply Chain Management capacity
The functional skills stay the same in each option. The options differ in who directs the daily work and who answers for the result.
| Option | Who directs the daily work | Who answers for the result | Choose it when |
|---|---|---|---|
| One consultant in your program: staff augmentation | Your project lead, through your plan and your workstream meetings | Your program answers for the outcome. The consultant answers for the quality of their setup and scripts. | Your leads can make decisions every week, and only the functional role is missing |
Allocation, working hours, overlap with your team, minimum term, notice and replacement are agreed in writing for each engagement. Staff augmentation versus project delivery compares the models in more depth.
How work with a Supply Chain Management consultant starts
No step has a fixed duration. Your answers, your interview dates and your access requests set the pace.
Role brief
Name the workstream and modules, the legal entities, sites and warehouses in scope, your service update window and your implementation partner, if any. Add who directs the work, the hours to cover and how long you need the role.
Fit review
We check that the gap is setup and testing, not X++ code, data loads or an interface. If another role or a project fits better, we say so. Before any introduction, we confirm in writing whether we can staff the role.
Assessment on your exception
Candidates work through the purchase-to-receipt scenario, extended with one exception from your workstream that you share. Examples are a count difference at one location, or a production order reported as finished with fewer units than planned. You see a profile and the written result only for candidates who pass and agree to share them.
Interview with your process lead
The candidate walks your warehouse or purchasing lead through your exception and explains each setting. You decide who joins.
Agreement
The agreement covers responsibilities, allocation, working hours, term, notice, replacement, confidentiality and who owns the documents. It is signed before anyone gets access.
Sandbox access
Your administrator issues a named account in a sandbox first. The consultant reads the current setup and the open defects before changing anything. Production rights follow only when a task needs them.
First accepted deliverable
A small, real task, such as one receiving script that your warehouse lead passes, accepted against criteria written before the work started.
Before the first day, prepare the accounts, the sandbox, the test data and the first task. An onboarding checklist for external specialists helps you plan them.
Proof you can check: the method and a demonstration
This page names no clients and shows no case studies or reviews. Any we publish later will carry the client's written permission.
Check the method instead: each candidate's written assessment result, your own interview built on an exception from your own operations, and how we assess specialists.
MS Dynamics Guys wrote the table below from Microsoft's documentation as an original demonstration. It shows the level of detail we expect in the purchase-to-receipt exercise. It describes no client and no candidate's work.
| What happens | What the system records | What decides it |
|---|---|---|
| Load 1 arrives with 4 units instead of 5 | The worker registers 4 units on the mobile app. Their receipt status becomes Registered, putaway work is created, and the load stays Shipped until a worker starts the putaway work. | The load item receiving menu item, and the work template and location directive for purchase putaway |
| Product receipt is posted from load 1 | The 4 units become Received. The load line drops to 4, and the load status changes to Received. | The Allow multiple product receipt per load parameter, set to No |
| Load 2 arrives with 8 units instead of 5 | With Load over receipt set to Allow, the worker can register all 8, because the line total of 12 stays within 10 plus 20 percent. With Block, registration stops at 6: the load's 5 units plus 20 percent. | Load over receipt on the menu item, and the overdelivery percentage that the load line copies from the order line. A supervisor can raise that percentage for one load. |
| Two of the 8 units are damaged | The worker registers those two with a blocking inventory status, such as Damaged. They count as physical inventory, but sales, transfer and production orders cannot use them. | An inventory status with Inventory blocking set. Your quality or purchasing lead decides what happens to the goods. |
| Product receipt is posted from load 2 | The system fills in a product receipt number that includes the load ID. The clerk replaces it with the vendor's packing slip reference and posts. The 8 units become Received, the load line rises to 8, and the load status changes to Received. | The same Allow multiple product receipt per load parameter, set to No. Accounting uses the product receipt identifier to check vendor packing slips against what was received. |
| The vendor invoices 12 units | Three-way matching compares the invoice quantity with the 12 units on the selected product receipts, and the invoice price with the order price. | The matching policy and price tolerances that your accounts payable team sets |
Rows 4 to 6 follow the Allow case. With Block, the order line receives 10 units, so an invoice for 12 units shows a quantity difference under three-way matching. A strong candidate explains each row and names the setting behind it. The candidate also says which decisions belong to others, such as what happens to the two damaged units.
Questions about hiring a Supply Chain Management consultant
Who decides what happens to damaged or rejected goods?
Your quality and purchasing leads decide: return to the vendor, scrap, rework or use with restrictions. The consultant builds the path that carries out each decision. That path can use quality associations, item sampling, quarantine orders or a blocking inventory status, with steps that release or reject the goods. The consultant then tests the path with your warehouse team. Write the decision rules down before go-live, so that workers at the dock do not have to guess.
How do you test candidates on our own receiving exceptions?
Send one exception that your team struggles with, such as a vendor that ships mixed batches on one pallet. Remove names and real data first. We rebuild the exception with invented data and add it to the scenario. Every candidate for your role gets the same version. In your interview, your warehouse lead can ask the candidate to walk through it again with one condition changed.
Can the consultant test our handheld devices and labels without being on site?
Mostly, yes. Your warehouse team runs the scripts on your own devices, connected to the sandbox. The consultant prepares the scripts and test data and joins each session by video or screen sharing. Set up label printers and scanners for the sandbox before testing starts, and plan that work with your administrator. Some sessions may work better on site, such as the first tests in a new warehouse. List them in the role brief. Whether on-site work is possible is agreed in writing per engagement, and so are the hours that overlap with your shifts.
Can the consultant also run our inventory close?
Not as its owner. Inventory close settles issue transactions against receipts, based on each item's inventory valuation method. It is a required month-end step for every inventory model except moving average. After a close, nobody can post before the closing date unless the close is reversed. Your controller owns it, with a Finance consultant if you need one.
The Supply Chain Management consultant prepares the ground. Some purchase receipts may not be posted financially yet, for example because the vendor invoice has not arrived. Then the close cannot adjust all related issues to the correct cost. The consultant finds such receipts in the workstream and gives each one an owner before the close.
Go-live, inventory counts and service updates bring busy weeks. How are hours, cost and continuity agreed?
In writing, for each engagement. This site publishes no rates. Cost follows the consultant's allocation and the length of the engagement. Name your busy weeks in the role brief, such as go-live, inventory counts and service update testing. Agree any extra hours in writing before the work. Notice and replacement terms are part of the agreement. Decision logs, configuration lists and test scripts stay in your workspace from the first day, under the ownership terms of the agreement. If the consultant leaves, a handover note lists the open decisions and defects. Microsoft licenses are a separate purchase.
Define the Supply Chain Management role
Tell us the workstream, the sites and warehouses in scope, your service update window and who will direct the work. Add one exception that your team struggles with. Before any introduction, we confirm whether we can staff the role.
Product documentation referenced on this page
- Product receipt against purchase orders Microsoft Learn, checked October 4, 2026
- Approve and confirm purchase orders Microsoft Learn, checked October 4, 2026
- Warehouse handling of inbound loads for purchase and inbound shipment orders Microsoft Learn, checked October 4, 2026
- Warehouse management overview Microsoft Learn, checked October 4, 2026
- Control warehouse work by using work templates and location directives Microsoft Learn, checked October 4, 2026
- Customize step titles and instructions for the Warehouse Management mobile app Microsoft Learn, checked October 4, 2026
- Process guide framework Microsoft Learn, checked October 4, 2026
- Quality and nonconformance management overview Microsoft Learn, checked October 4, 2026
- Quality management for warehouse processes Microsoft Learn, checked October 4, 2026
- Inventory blocking Microsoft Learn, checked October 4, 2026
- Inventory statuses Microsoft Learn, checked October 4, 2026
- Accounts payable invoice matching overview Microsoft Learn, checked October 4, 2026
- Inventory close Microsoft Learn, checked October 4, 2026
- Production process overview Microsoft Learn, checked October 4, 2026
- Service update availability for finance and operations apps Microsoft Learn, checked October 4, 2026
- Feature management overview Microsoft Learn, checked October 4, 2026
- What's new or changed in Microsoft Dynamics 365 Supply Chain Management Microsoft Learn, checked October 4, 2026
- Regression suite automation tool (RSAT) Microsoft Learn, checked October 4, 2026
- Extensibility home page for finance and operations apps Microsoft Learn, checked October 4, 2026
- X++ language reference Microsoft Learn, checked October 4, 2026
- Organize your Microsoft Dynamics 365 project team Microsoft Learn, checked October 4, 2026