Installing Planning Optimization Add ins in D365FO

Hi Folks, 

In this post lets understand how we can enable Planning optimization in D365FO sandbox. 

What is Master planning

Master planning fundamentally enables companies to forecast and align the future demand for raw materials and capacity with their objectives. It evaluates:

Current Availability: What raw materials and capacities are presently on hand?

Required Resources: What raw materials and capacities are needed to finalize production? 

This includes items that must be manufactured, purchased, transferred, or reserved as safety stock.

Using this data, master planning calculates the necessary requirements and generates planned orders.

For more details check Master planning home page

Prerequisite: Ensure the following prerequisites are met before installing the Planning Optimization Add-in:

• Only works on an LCS-enabled high-availability environment (tier 2 or higher). OneBox environments are not supported.
• Ensure your system is set up for Power Platform integration.
• Your Microsoft Entra account must have a Supply Chain Management license. No extra license is needed for Planning Optimization, but a Supply Chain Management license is required.
• Sign in to your Power Platform environment with an account that has administrator privileges and Read-Write access.
• All the steps should be followed by one admin user.

Installing the Add-in

1. Check the right environment and verify current status of this, you can do this as showing in below image. 

2. Login into LCS with admin access and navigate to respective Sandbox environment. Under Power platform Integration, click on Setup, this is step to Install Power Platform Environment (not actual Add in yet)

Next screen,  Here you will see two template available, I would recommend to use with dual write so you still have option to use more features of it while doing this setup once. Here is quick difference in both

'Dynamics 365 standard' means this Finance and Operations environment will be connected to a Power Platform environment with Data verse. While Platform solutions for Dual-write and Virtual Entities will also be installed but not enabled. Data will not be written via Dual-write to the Power Platform environment by default, but can be configured to do so as part of a later step.'

You will be asked for confirmation and verification as this step can be reversed, so make sure you are on the right environment with right requirement. 

This step may take an hours to finish. Once this step is finish you will see Environment URI available there which means the Power plateform is configured for this environment. 

3. [This is an option step, as we are not using Dual write for this Add in]The next step is to Enable Dual write connection to start synch with Dataverse. (And  yes you are not along in this NAME changing game, we all are same boat dealing with new names every year , Almost.) 

4. Now when we have connected with Power platform environment, you are ready to install Add-ins.

Click on 'Install a new add-in' , you will a list of all available solutions/Add-in to install on this environment. Scroll to bottom in list and you will find 'Planning optimization', select that

And on next screen click on Install button. It will start the installation. Again it may take just few mins to finish. Once done you can see this under 'power Platform Intergation' tab in LCS environment page. 

5. Now lets validate things, Login to FO environment and Navigate to 'Master Planning > Setup > Planning Optimization Parameters'. You will find connection status = Connected. 

Common Issues and tips:

1. Missing user permissions: 

If you get an error message regarding missing user permissions while installing the Planning Optimization Add-in, follow these steps: (Validation failed. You must be an environment administrator in Microsoft Dataverse to perform this action. If the issue persists please contact Microsoft support)

Go to the Power Platform admin center.

Open the environment where you want to install the add-in.

Go to Settings > Users and select your user account from the list to see its details.

From your user details page, select the Client Access License (CAL) information link.

On the Client Access License (CAL) information page, make sure that Access Mode is set to Read-Write.

2. Enable configuration key

Put your system into maintenance mode from LCS portal.

Go to System administration > Setup > License configuration.

On the Configuration keys tab, select the check box for Planning Optimization.

Turn off maintenance mode.

3. Connection Status is not showing Connected

If the Connection stats is Connected, then you're ready to enable Planning Optimization. Use the Use Planning Optimization option to choose which planning engine is used for master planning. Below are other option you may see and what's the meaning of each, 

Read more:

1. Master planning system architecture

2. Master planning home page

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How to connect cloud hosted environment with Data verse / Power Platform

Hello Everyone, 

By this time (now) I hope you have started using Power Platform admin center (PPAC) in your D365FO projects. A lot of new features can be enabled via Data verse on your tier-2 onwards environments. by what about our beloved dev box(es). 

Well, there are architectural difference between could hosted environments which are tier-1 , one box environment and Sandbox/Production environments which are tier-2 on wards and multi box environments. And because of this difference  Power Platform Integration cannot be configured after creating the developer environment, unlike sandbox/Production where you can enable it from LCS even after deployment. 

BUT question remain same, how to access Power platform /Data verse on my Dev box, the simple and the only answer (at the moment) is , you need to redeploy the environment and during process you need to enable Power Platform environment. 

Here are detailed steps, 

1. Navigate to LCS portal and select your project. 

2. Go to Could hosted environment. 

3. Add a new environment, and give a meaningful name. 

4. Click on Advance > Navigate to Power Platform Integration and select values as shown in below image, 

-

5. Once all detailed filled, click on Next and system will start the deployment (it may stay in Queued for some time but that's fine). 

6. On successful deployment, you will be able to have option for 'Setup Dual write application' on environment page in LCS.

7. When you click on 'Setup Dual-write Application', system will take you though wizard where you can review and procced. 

this will initiate 'Configuring Dual-write application' and may about 30 min of time. 

8. Once this step is finished, oyu will get an option to 'Enable Dual-write Connection'. So you may ask what was the previous step, will that step was to configure Dual write and this step is to enable Dual write. 

This step will link both environments. 

Note: This setup needs to be performed by the Lifecycle Services Environment Administrator.

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