{"id":118597,"date":"2025-10-02T01:48:10","date_gmt":"2025-10-01T13:48:10","guid":{"rendered":"https:\/\/envistacorp.com\/en-au\/?p=118597"},"modified":"2025-10-02T01:48:11","modified_gmt":"2025-10-01T13:48:11","slug":"count-less-trust-more-quick-wins-for-inventory-counting-in-microsoft-dynamics-365","status":"publish","type":"post","link":"https:\/\/envistacorp.com\/en-au\/2025\/10\/02\/count-less-trust-more-quick-wins-for-inventory-counting-in-microsoft-dynamics-365\/","title":{"rendered":"Count Less, Trust More: Quick Wins for Inventory Counting in Microsoft Dynamics 365"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<p>If your warehouse still shuts down for a full physical inventory, there\u2019s a better way. <a href=\"https:\/\/envistacorp.com\/technology\/microsoft\/dynamics-365\/supply-chain-management\/\">Microsoft Dynamics 365 Supply Chain Management<\/a> (D365 SCM) makes it possible to count small, often and in real time, without putting operations on pause.<\/p>\n\n\n\n<p>Here are some practical steps you can use whether you\u2019re new to D365 SCM or already live and looking to improve.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-inventory-counting-matters\">Why Inventory Counting Matters<\/h2>\n\n\n\n<p>Small errors in inventory create big problems: missed shipments, costly expedited freight and unnecessary write-offs. Traditional full physical counts pile up risk until the day of the count.<\/p>\n\n\n\n<p>Cycle counting spreads the work across days and weeks, so you\u2019re always validating inventory accuracy. In D365 SCM, you can run cycle counts, blind counts and spot checks through the Warehouse Management mobile app. Your team can scan, count and submit on the spot, no spreadsheets or paper required.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-d365-can-do\">What D365 Can Do<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cycle counting<\/strong>: Schedule counts by item or location. Plans can run by time (daily, weekly, monthly) or by thresholds (like when stock hits zero).<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blind counting<\/strong>: Hide expected quantities so employees don\u2019t just \u201ccount to the system.\u201d This builds accuracy.<\/li>\n\n\n\n<li><strong>Spot counting<\/strong>: Perform quick checks when something doesn\u2019t look right\u2014no setup required.&nbsp;<\/li>\n\n\n\n<li><strong>Variance review<\/strong>: All differences go to <em>Pending review<\/em>, where a supervisor approves or rejects before posting.<\/li>\n\n\n\n<li><strong>Work orchestration<\/strong>: Use templates and location directives to keep counting tasks short and local. Less walking, faster results.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-wins-for-teams-already-on-d365\">Quick Wins for Teams Already on D365<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Turn on blind counting where shrink is highest: <\/strong>Hide expected quantities in problem areas so you get truer counts and fewer \u201cperfect matches\u201d with the system.<\/li>\n\n\n\n<li><strong>Use thresholds for zero or low stock: <\/strong>Set a cycle count threshold so work automatically generates when inventory hits zero or drops below a certain level. This catches errors when they matter most.<\/li>\n\n\n\n<li><strong>Block only what you must: <\/strong>Instead of freezing the whole warehouse, use inventory status or temporary blocking to protect only the area you\u2019re counting. For conflicts, use work blocking to pause competing tasks.<\/li>\n\n\n\n<li><strong>Keep tasks short with targeted work: <\/strong>Configure templates and location directives so warehouse employees stay within one zone, following scan-first workflows. This reduces walking time and mistakes.<\/li>\n\n\n\n<li><strong>Track what moves the needle: <\/strong>Monitor key metrics: accuracy, discrepancy rate (variance \u00f7 counts), time per count and % of planned locations completed. Power BI and warehouse telemetry reports make it easy to see progress.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-quick-wins-for-teams-new-to-d365\">Quick Wins for Teams New to D365<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Start with ABC classification: <\/strong>Assign items into A\/B\/C groups based on value and impact. \u201cA\u201d items are the most valuable, usually only 10\u201320% of total items (but they represent 70\u201380% of total value), so they should be counted most often. \u201cB\u201d items fall in the middle and need regular attention, though not as frequently as A\u2019s. \u201cC\u201d items make up the majority of items, often 50\u201360% (but only 10\u201315% of total value), so they can be counted less frequently without much risk. Adjust the frequency of cycle counts to match the ABC values, A\u2019s more frequently, B\u2019s on a moderate scheduled and C\u2019s the least. This approach ensures you put the most effort where it matters most.<\/li>\n\n\n\n<li><strong>Go mobile-first: <\/strong>Configure mobile menu items for cycle and spot counts. Decide whether to show or hide expected quantities. Consistent prompts on handhelds reduce errors.<\/li>\n\n\n\n<li><strong>Mix plans with spot checks: <\/strong>Use cycle count plans for steady coverage but add spot counts in high-risk areas, especially after large picks or put-away activity.<\/li>\n\n\n\n<li><strong>Add governance as you grow: <\/strong>If you\u2019re using Inventory Management journals, turn on approval workflows for better control. (Note: cycle counts in WMS already include the Pending review step.)<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-results-you-should-expect\">The Results You Should Expect<\/h2>\n\n\n\n<p>When done right, leaders see two curves: <strong>accuracy goes up, time goes down.<\/strong><\/p>\n\n\n\n<p>By combining cycle count plans, thresholds, blind counts and streamlined mobile workflows, many teams achieve 98%+ inventory accuracy \u2013 without weekend shutdowns or costly disruptions. With results visible in Power BI, you can prove improvements and build trust across the business.<\/p>\n\n\n\n<p><strong>Bottom line:<\/strong> D365 makes inventory counting smarter, faster and more accurate. Whether you\u2019re just starting out or fine-tuning your processes, these quick wins help you count less and trust mo<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.envistacorp.com\/en-au\/contact\" target=\"_blank\" rel=\"noreferrer noopener\">Let&#8217;s Have a Conversation\u00ae<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Boost inventory accuracy without shutdowns. Learn how D365 Supply Chain Management streamlines cycle, blind &#038; spot counts in real time.<\/p>\n","protected":false},"author":22,"featured_media":115039,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[3475],"tags":[3746,3561],"class_list":["post-118597","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-365","tag-microsoft"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Inventory Counting in Microsoft Dynamics 365 | enVista<\/title>\n<meta name=\"description\" content=\"Boost inventory accuracy without shutdowns. Learn how D365 Supply Chain Management streamlines cycle, blind &amp; spot counts in real time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/envistacorp.com\/en-au\/2025\/10\/02\/count-less-trust-more-quick-wins-for-inventory-counting-in-microsoft-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Inventory Counting in Microsoft Dynamics 365 | enVista\" \/>\n<meta property=\"og:description\" content=\"Boost inventory accuracy without shutdowns. 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