Master Planning in Dynamics 365 Finance & Operations

Key Features and Tips for Master Planning in Dynamics 365

The Master planning module in Dynamics 365 Finance & Operations includes so many options and data points that it can be overwhelming, even for experienced users.

However, we have found that there are a smaller number of key features and gotchas in Master planning. Grasping these few features will take most users a long way toward using the entire module effectively.

Those key features are planning optimization, dynamic vs static plans, the Net requirements window, and certain tricky terminology.

Table of Contents

• Planning Optimization
• Static vs Dynamic Master Plans
• Net Requirements Page
• Terms: Pegging vs Marking vs Reservation