Dynamics 365 Intelligent Order Management documentation

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Learn how Intelligent Order Management can help your organization coordinate, standardize, and optimize orders captured in a mix of channels and systems through a single point of order orchestration.</p> </div> </section> <section id="highlighted-content"> <div class="uhf-container padding-block-sm"> <div class="columns is-multiline"> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path d="M49.85 11.83v46.84a.57.57 0 0 1-.57.57h-34.5a1.37 1.37 0 0 1-1.37-1.37V11.83a1.37 1.37 0 0 1 1.37-1.37h33.7a1.37 1.37 0 0 1 1.37 1.37z" fill-opacity=".3" fill="#e3e3e3"></path> <path d="M49.57 11.83v46.84a.57.57 0 0 1-.57.57H14.5a1.37 1.37 0 0 1-1.37-1.37v-46a1.37 1.37 0 0 1 1.37-1.37h33.7a1.37 1.37 0 0 1 1.37 1.33z" fill="none" stroke="#c8c8c8" stroke-miterlimit="10" stroke-width="1.25"></path> <path d="M41.47 15.14H45v35.11a3.56 3.56 0 0 0 3.53 3.06h-27.9a3.57 3.57 0 0 1-3.57-3.57v-34.6h4.52" fill="#c8c8c8" fill-opacity=".8"></path> <path d="M48.19 45.29H23.87v4.91a3 3 0 0 1 0 .52 3.6 3.6 0 0 1-1.71 2.59H48.21c2.56-.27 2.68-3 2.68-3.07v-4.95z" opacity=".8" fill="#e3e3e3"></path> <path d="M30.08 31.55h-4.71a.26.26 0 0 1-.27-.24.17.17 0 0 1 0-.1l5.65-11.28a.26.26 0 0 1 .24-.14h5.61a.25.25 0 0 1 .26.24.2.2 0 0 1 0 .13L30.17 29h6.48a.26.26 0 0 1 .27.24.24.24 0 0 1-.07.16L26.09 40.67c-.1.06-.81.66-.46-.25z" class="fill-current-color" fill="#0079d6"></path> <path d="M34.52 8.23a1.55 1.55 0 0 0 0-.22A3.25 3.25 0 1 0 28 8a1.55 1.55 0 0 0 0 .22h-6.59v8.44H41.3V8.23z" fill="#919191"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Get started</p> <a href="welcome-to-iom" class="card-title stretched-link has-external-link-indicator" data-linktype="relative-path">Welcome to Dynamics 365 Intelligent Order Management</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path fill="none" d="M.04 0h64v64h-64z"></path> <path fill="none" d="M-.04 0h64v64h-64z"></path> <path d="M54.16 16v35a1.86 1.86 0 0 1-2.64 1.69 74.73 74.73 0 0 0-8.72-3.39C29.1 45 12 42.54 6.57 41.85A1.87 1.87 0 0 1 5 40V26.89A1.87 1.87 0 0 1 6.57 25c5.43-.7 22.53-3.1 36.23-7.46a76.6 76.6 0 0 0 8.72-3.3A1.85 1.85 0 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0-8.72-3.39V17.58a76.6 76.6 0 0 0 8.72-3.3A1.85 1.85 0 0 1 54.16 16z"></path> <circle cx="26.29" cy="21.3" r="9.8" class="fill-current-color" fill="#0079d6"></circle> <path fill="#fff" d="M26.3 15.36l1.47 4.54h4.77l-3.86 2.8 1.47 4.54-3.85-2.81-3.86 2.81 1.47-4.54-3.86-2.8h4.77l1.48-4.54z"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">What's new</p> <a href="whats-new/whats-new-home-page" class="card-title stretched-link has-external-link-indicator" data-linktype="relative-path">What's new</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path d="M26.1 48.89h11.8a10.25 10.25 0 0 1-.61-3.28H26.71z" fill="#e7e7e7"></path> <path d="M43 53.52v1a.26.26 0 0 1-.29.23h-21.4c-.16 0-.3-.11-.3-.23v-1h.07a7.56 7.56 0 0 0 4.63-3.76 6.93 6.93 0 0 0 .39-.87 9.92 9.92 0 0 0 .62-3.28v-.35h10.57v.35a9.93 9.93 0 0 0 .61 3.28 7 7 0 0 0 .4.87 7.53 7.53 0 0 0 4.62 3.76z" fill="#acacac"></path> <path d="M37.91 48.89a9.93 9.93 0 0 1-.61-3.28v-7H26.72v7a9.92 9.92 0 0 1-.62 3.28 6.93 6.93 0 0 1-.39.87h12.6a7 7 0 0 1-.4-.87zm-5.9-5a1.79 1.79 0 1 1 1.79-1.79 1.79 1.79 0 0 1-1.8 1.78z" fill="#919191"></path> <path d="M58.85 9.85v28.57H5.15V10.67a1.42 1.42 0 0 1 1.42-1.42h51.69a.59.59 0 0 1 .59.6z" fill-opacity=".3" fill="#e3e3e3"></path> <path d="M58.85 38.54v5.18a1.41 1.41 0 0 1-1.42 1.42H6.57a1.41 1.41 0 0 1-1.42-1.42v-5.18z" opacity=".5" fill="#e3e3e3"></path> <path d="M58.85 10v33.76a1.41 1.41 0 0 1-1.42 1.42H6.57a1.41 1.41 0 0 1-1.42-1.42v-33a1.41 1.41 0 0 1 1.42-1.38h51.69a.58.58 0 0 1 .59.62z" fill="none" stroke="#c8c8c8" stroke-miterlimit="10" stroke-width="1.25"></path> <path fill="#8f8f8f" fill-opacity=".1" stroke="#ccc" stroke-linejoin="round" stroke-width=".96" d="M5.3 38.54h53.4"></path> <path d="M32 22c-3.66-3-10.82-3.4-10.82-3.4v13.52C26.51 31.26 32 34.83 32 34.83s5.49-3.57 10.83-2.71V18.58S35.36 19.31 32 22z" fill="#e3e3e3" opacity=".5"></path> <path d="M32 20.3c-3.66-3-10.82-3.4-10.82-3.4v13.55c5.34-.86 10.83 2.7 10.83 2.7s5.49-3.56 10.83-2.7V16.9s-7.48.74-10.84 3.4z" class="fill-current-color" fill="#137ad1"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Training</p> <a href="/en-us/training/browse/?expanded=dynamics-365&products=dynamics-iom" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Training</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path class="has-stroke-current-color" fill="none" stroke="#0079d6" stroke-width="3.25px" stroke-miterlimit="10" d="M17.05 6.77a5.87 5.87 0 0 0-4.45 1.47c-.92 1-1.39 2.66-1.39 5V21q0 8.71-5.58 10.91v.14q5.58 2.31 5.58 11.42V51q0 6.35 5.84 6.34M47 57.23a5.87 5.87 0 0 0 4.45-1.47c.92-1 1.39-2.66 1.39-5V43q0-8.72 5.58-10.91v-.14q-5.58-2.31-5.58-11.42V13q0-6.35-5.84-6.34"></path> <path opacity=".5" fill="#e3e3e3" d="M17.13 13.91h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 13.91h29.75v9.52H17.13z"></path> <path fill="#c8c8c8" opacity=".5" d="M17.13 27.24h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 27.24h29.75v9.52H17.13z"></path> <path fill="#acacac" opacity=".5" d="M17.13 40.56h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 40.56h29.75v9.52H17.13z"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Concept</p> <a href="troubleshoot-errors" class="card-title stretched-link has-external-link-indicator" data-linktype="relative-path">Troubleshoot</a> </div> </div> </div> </article> </div> </div> </div> </section> <section id="additional-content" class="padding-block-lg"> <div class="uhf-container anchor-headings"> <h2 class="margin-top-none margin-bottom-sm">Implement</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Guidance</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="deploy" class="has-external-link-indicator" data-linktype="relative-path"> Deployment options </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="installation" class="has-external-link-indicator" data-linktype="relative-path"> Install Intelligent Order Management </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="policies-rules" class="has-external-link-indicator" data-linktype="relative-path"> Policies and rules </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Try/Buy</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="trial-setup" class="has-external-link-indicator" data-linktype="relative-path"> Sign up for Intelligent Order Management trial </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="get-trial-licenses" class="has-external-link-indicator" data-linktype="relative-path"> Get trial licenses for Intelligent Order Management </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="trial-faq" class="has-external-link-indicator" data-linktype="relative-path"> Trial FAQ </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="lab-quick-start-overview" class="has-external-link-indicator" data-linktype="relative-path"> Quick start lab overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="demo-providers" class="has-external-link-indicator" data-linktype="relative-path"> Set up and open demo providers </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Set up</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="setup" class="has-external-link-indicator" data-linktype="relative-path"> Set up an environment </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="work-providers" class="has-external-link-indicator" data-linktype="relative-path"> Work with providers </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="provider-catalog" class="has-external-link-indicator" data-linktype="relative-path"> Provider catalog </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="email-capabilities" class="has-external-link-indicator" data-linktype="relative-path"> Email capabilities in Intelligent Order Management </a> </li> </ul> </div> </article> </div> </div> <h2 class="margin-top-none margin-bottom-sm">Administer and develop</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Architecture</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="architecture" class="has-external-link-indicator" data-linktype="relative-path"> Architecture overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="state-framework" class="has-external-link-indicator" data-linktype="relative-path"> State framework architecture </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="extensibility" class="has-external-link-indicator" data-linktype="relative-path"> Extensibility </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Administer</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="admin" class="has-external-link-indicator" data-linktype="relative-path"> Administration overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="admin-home" class="has-external-link-indicator" data-linktype="relative-path"> Admin home workspace </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="data-management" class="has-external-link-indicator" data-linktype="relative-path"> Data management </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Develop</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="developer-flows" class="has-external-link-indicator" data-linktype="relative-path"> Power Automate flows </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="finops-integration-scenarios" class="has-external-link-indicator" data-linktype="relative-path"> Finance and operations integration solution </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="report-powerbi-integration" class="has-external-link-indicator" data-linktype="relative-path"> Reporting and Power BI integrations </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="integrate-procurement" class="has-external-link-indicator" data-linktype="relative-path"> Integrate Supply Chain Management procurement </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="integrate-transfer-orders" class="has-external-link-indicator" 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