Manufacturing mobile execution for Dynamics 365

Connect your shop floor, warehouse, and Dynamics 365

ScanWorkX extends Microsoft Dynamics 365 Finance and Operations to mobile devices used throughout production, inventory, warehouse, and shipping operations.

Guide employees through production picking, work-order staging and kitting, component issue and return, report-as-finished, receiving, transfers, cycle counting, shipping, traceability, and barcode label printing.

Manufacturing employee using ScanWorkX to scan staged components for a Dynamics 365 production workflow
Scan
Validate
Update
01

Replace paper

Move pick lists, issue forms, count sheets, and delayed entries into guided mobile workflows.

02

Improve accuracy

Validate items, locations, quantities, work orders, serial numbers, and lot numbers before completion.

03

Increase productivity

Reduce workstation travel, duplicate entry, administrative handoffs, and transaction correction effort.

04

Improve visibility

Update D365 closer to the time work occurs so operating teams have more current information.

End-to-end manufacturing execution

Support material flow from receiving through shipping

ScanWorkX guides the transactions that show what arrived, where it is stored, what moved to production, what was consumed, what was completed, and what was shipped.

End-to-end manufacturing material flow from receiving and component storage through production and shipping
01

Production material picking

Scan the source location, item, quantity, serial or lot information, and destination against the correct production requirement.

02

Work-order staging and kitting

Build and verify kits while recording material that is picked, staged, short, substituted, or returned.

03

Component issue and return

Record consumption and unused material against the related work order, source, destination, serial number, or lot number.

04

Report as finished

Capture completed quantity, inventory location, serial or lot information, and required production details where completion occurs.

05

Receiving and transfers

Validate purchased, transferred, returned, or production-related material and record movement between facilities and operating areas.

06

Cycle counting

Perform directed or unscheduled counts from a mobile device and submit results according to the organization’s review process.

07

Shipping verification

Confirm item, quantity, container, serial or lot number, order, load, and destination before material leaves the facility.

08

Inventory movement

Scan material as it moves between warehouses, staging locations, work centers, service areas, and production zones.

Serial and lot traceability

Capture traceability data during receipt, movement, production issue, completion, and shipment as part of the operational transaction.

Barcode label printing

Initiate component, product, container, pallet, location, or shipment labels from the workflow where identification is required.

ScanWorkX and Dynamics 365

Move transaction entry to the point of activity

Dynamics 365 remains the system of record. ScanWorkX adds a configurable mobile execution layer for the production, inventory, warehouse, and shipping transactions employees perform throughout the facility.

Dynamics 365 and ScanWorkX mobile execution architecture connecting manufacturing devices and operational workflows
01

Purpose-built mobile transactions

Present the fields, actions, and scan sequence needed for the task instead of giving every user the same generic screen.

02

Real-time validation

Check items, locations, quantities, work orders, production orders, serials, lots, license plates, and other required data before completion.

03

Configurable execution layer

Configure workflow guidance, barcode interpretation, defaults, transaction rules, messages, and label triggers around operating requirements.

04

Consistent platform for expansion

Use one mobile approach across production, receiving, inventory, counting, shipping, and related barcode processes.

Before ScanWorkX

Physical work and D365 entry are separated

  • Printed packets, pick lists, count sheets, and issue forms move between teams.
  • Part numbers, locations, quantities, serials, and lots are manually checked or handwritten.
  • Completed documents wait for entry at another workstation.
  • Errors may be found after material has moved or production has started.
  • Label requests may require a separate process.
With ScanWorkX

Transactions are captured where the work occurs

  • Employees follow guided steps on handhelds, tablets, or vehicle-mounted computers.
  • Barcodes identify transaction details and required context.
  • Information is validated before submission.
  • D365 is updated closer to the time of activity.
  • Labels can be triggered from the operational workflow.

Measurable outcomes and controlled rollout

Build the business case around operational results

A ScanWorkX implementation should be evaluated by improvements in manufacturing and warehouse execution, not simply by whether a barcode was scanned. Discovery can establish baseline measures and define success for the initial scope.

01

Transaction accuracy

Correction rate, adjustments, incorrect issues, receiving discrepancies, shipping errors, and traceability exceptions.

02

Employee productivity

Transactions per labor hour, completion time, administrative entry time, correction effort, and training time.

03

Production readiness

Kit completion, complete-kit percentage, material-related delays, emergency moves, and search time.

04

Inventory reliability

Cycle-count variance, record accuracy, unrecorded transfers, location exceptions, and research time.

05

Reporting timeliness

Production reporting latency, label availability, finished-goods delay, status accuracy, and follow-up effort.

A practical path from discovery to production

Start with one facility, department, or group of high-value transactions, validate the operating process, and expand after the pilot is stable.

Phase 1 Discover

Review processes, users, devices, labels, integrations, and success measures.

Phase 2 Configure

Set screens, fields, scan sequence, validations, defaults, rules, and messages.

Phase 3 Test

Validate standard transactions, exceptions, serials, lots, printing, devices, and wireless use.

Phase 4 Pilot

Train users, deploy the selected scope, monitor activity, and stabilize priority issues.

Phase 5 Expand

Extend approved workflows to more users, shifts, departments, warehouses, and facilities.

Adoption and phased growth

Turn a mobile pilot into a reliable operating process

ScanWorkX helps manufacturers move from delayed paper transactions to guided mobile execution that employees can use consistently across production and warehouse operations.

Manufacturing process progressing from paper production records to barcode-driven mobile manufacturing execution
01

Replace delayed paper entry

Move work-order, material, production, and label information from handwritten documents into guided mobile transactions.

02

Guide employees at the point of work

Scan work orders, items, locations, quantities, serials, lots, issues, returns, and completed production.

03

Expand after the process is stable

Use pilot results, user feedback, and validated workflows to support additional transactions, teams, and facilities.

Why manufacturers choose ScanWorkX

Production and warehouse coverage

Support material movement, inventory, receiving, counting, shipping, traceability, and barcode printing.

Designed to complement D365

Keep Dynamics 365 as the system of record while extending selected transactions to the point of activity.

Configurable mobile workflows

Shape screens, scan sequences, validations, defaults, and transaction rules around operating requirements.

Structured deployment support

Combine configuration, testing, training, go-live assistance, stabilization, and phased expansion.

Let’s upgrade your warehouse operations with ScanWorkX!

ScanWorkX is developed and supported by a dedicated team within Cloud Inventory®, the company redefining enterprise software for the modern age. Our experts bring decades of experience in warehouse mobility and ERP integration – especially with Microsoft AX and D365 – to deliver real results for our customers. Visit CloudInventory.com to discover how Cloud Inventory’s innovative business solutions are empowering organizations around the world.

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