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Supply chain | Supply Chain Management, Commerce
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Bottleneck Management in Dynamics 365 – Mass View / Automation

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Posted on by 113

Dear all, good morning.

In SMS (Dynamics 365), we use Finance and Operations funcionality. 

We utilize the bottleneck function for certain items to ensure a safety stock when there is a risk of non-delivery by the supplier.

Currently, this management is done item by item, which makes the process very manual and inefficient.

I would like to kindly ask:

Is there any view, report, or workspace that allows consolidated visibility of items flagged as bottleneck?
  • Is there any field, parameter, or functionality that enables activating or managing bottleneck in mass?

  • Are there any best practices or recommendations to manage bottleneck in a more strategic and less manual way?

I would like to further explore this bottleneck functionality to optimize our process. Could you please share any guidance or experiences on this topic?

Thank you in advance for your support.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    303,995 Super User 2026 Season 1 on at
    Hi arodb,
     
    Can you please clarify the abbreviation SMS?
  • arodb Profile Picture
    113 on at
    @André Arnaud de Calavon I'm from Brazil, and in the company where I work, Dynamics 365 is known as SMS (Smart Market Solution).
  • André Arnaud de Calavon Profile Picture
    303,995 Super User 2026 Season 1 on at
    Hi arodb,

    Thanks for the clarification. I still don't know what exact Dynamics 365 product your are using. Can you tell us what Dynamics 365 application this question is related to? There are several different solutions in the Dynamics 365 family, like: Sales, Finance, Supply Chain Management, Project Operations, and Customer Insights. 
  • arodb Profile Picture
    113 on at
    @André Arnaud de Calavon Yes, of course. We use the Finance and Operations functionality.
    I know that if I search for the item in released products, I can see the details about it, but I would like to know if there is any visualization to manage bottlenecks in bulk, for example when the item reaches the set safety stock, somewhere it shows that or something like that, you know?
    Captura de tela 2026-02-06 075333.png
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,995 Super User 2026 Season 1 on at
    Hi arodb,
     
    Thanks for the additional clarification. I have moved your question to the Dynamics 365 Supply Chain Management forum.
     
    I was confused about "bottleneck" functionality. Your screenshot is now revealing details. The information on the tab pages MB data, and Market data are not part of the standard application. This is either a customization or partner solution.
     
    As this is not standard, I don't know if the new fields are supported in a data entity to be able to mass import data using either data management, Open in Excel, or other external automation tools like Power Automate. You can contact your partner or developer for more details. 
     
     

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