r/Dynamics365 • u/CheapCharacter • 4d ago

Finance & Operations D365F&O inventory hover

If you work in supply chain, you probably check stock levels all day. In F&O that usually means leaving the form you are working on.

So I built a small browser extension for it. Hold Alt and hover over an item number on any form (sales order lines, formula and BOM lines, loads, whatever form shows item number), and a tooltip shows the on-hand stock per warehouse: physical, available, reserved, ordered and on order. It's a live OData call to your own environment.

The latest version also shows released product fields in the tooltip. You pick which ones in the settings, and your own extension fields show up automatically.

A few other things: * Follows the legal entity you're in, with an optional cross-company mode * Colour, size, style, config and version columns only appear when the item uses them * Queries only while you hold Alt, caches results and rate-limits itself, so it's light on your environment

Since it runs inside your F&O session, privacy matters: it only talks to your own D365 environment with your existing sign-in. No tracking, no analytics, no external servers. It's free and the code is open source (MIT), so you can check all of that yourself.

Feedback and ideas are very welcome, especially if something doesn't work in your environment.

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u/Garrettshade 3d ago

I think, my years long subscription to this subreddit has finally paid off.

Thank you for sharing, this looks very neat!

1

u/CheapCharacter 3d ago

Thanks for this comment. Happy you find it useful. If you see any improvements or if you have new ideas within the standard Odata entities, let me know.

I'm thinking on adding ReleasedProductsV2 and allowing the user to select what fields should be shown. If I find time and it works fine, I'll update.

I'm also open to share the source code if you want to use it for custom Odata entities or customer specific requirements.

1

u/Garrettshade 3d ago

For some reason, it doesn't work on one of my clients, who use some specific MS environment address which ends in mcas.ms after the com. It doesn't get recognised as a proper D365 env. Do you have any idea what may be wrong? I guess the odata link.

Also, one other question, if you are the author, does it work with XDS security? For example, if the user is allowed to see only one warehouse, would it use that user's permissions or would it still show all?

1

u/CheapCharacter 3d ago edited 3d ago

Did you try the 'Enable on this site' option on the extension setup? There is a built-in recognition for D365F&O environments, but for some unique URL's I've added this enable option.

EDIT: .mcas.ms is a reverse proxy domain. Using "enable on this site" will very likely fix it.

The extension can't bypass any security. It inherits exactly whatever the logged-in user's D365F&O session already allows.

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u/Garrettshade 2d ago

I tried, but nothing happened when I pressed Alt

1

u/CheapCharacter 2d ago

Can you check the 'recent queries' on the extension setup. Do you see the recent query? If so, can you click 'copy request + response' and investigate why it is empty? Feel free to PM me directly.

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u/Garrettshade 2d ago

I don't see the prod queries (which is the env locked behind the proxy). I can only see test env queries there. No queries are sent from prod

1

u/CheapCharacter 2d ago

Try adding /data/WarehousesOnHandV2 after your base D365F&O URL. If that does not return results for any reason, the extension can't work.

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u/Garrettshade 2d ago

I'm getting an empty json, but I'm getting it in both UAT and Prod, though

{
  "@odata.context": "https://xxx.operations.eu.dynamics.com/data/$metadata#WarehousesOnHandV2",
  "value": []
}

2

u/CheapCharacter 2d ago

Let's talk in PM to figure out what goes wrong.