Deep Dive into Dynamics 365 F/SCM (FO) Warehouse Management: From Fundamentals to Advanced Execution

Session Overview: “Unlock the full potential of the Warehouse Management module in Dynamics 365 F/SCM (FO) with this comprehensive deep dive into both foundational setup and advanced configuration. Delivered from the perspective of an actual end user rather than a consulting organization, this session embodies the Dynamics Community spirit of “For Users, By Users”—sharing real operational insight drawn directly from working within the system every day.
We begin by establishing the core building blocks—sites, warehouses, and locations—before comparing non‑advanced and advanced warehousing to help attendees determine the right model for their business. From there, we explore the configuration components that drive automation: location profiles, zones, sort codes, location directives, work templates, and work creation.
Through real‑world scenarios and practical implementation experience, you’ll learn how work types and timing influence key warehouse processes such as sales order picking, purchase order receiving, cycle counting, and replenishment. This session emphasizes out‑of‑the‑box functionality and configuration patterns that organizations can apply immediately. No financial or intercompany setup will be covered.
Topics Covered
• Real world configuration patterns and process flows”
• Site and warehouse creation fundamentals
• Comparing non advanced vs. advanced warehousing
• Creating and managing locations vs. inventory locations
• Location profiles, zones, sort codes, and related configuration
• Building effective location directives
• Understanding work types, work templates, and work creation
• Work exceptions, automation, and cancellation best practices
Learning Objectives:
- Understand the foundational setup and configuration of the Warehouse Management module in Dynamics 365 F/SCM (FO), including key components of advanced warehousing.
- Learn how work, work templates, and location directives interact to drive core warehouse processes and overall system behavior.
- Apply best‑practice configuration patterns to solve real‑world business scenarios and improve operational efficiency.
Speakers: Thomas Krepsky
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 101 – Beginner
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Inventory, Operations
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.