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Klovio for Dynamics 365 WMSHero integration

Scan in the warehouse. Post the results to Dynamics 365.

WMSHero runs receiving, put-away, picking, packing and cycle counts on Android handhelds and exchanges supported warehouse records with Microsoft Dynamics 365. Purchasing, sales and finance keep working in Microsoft Dynamics 365.

Records exchanged in each direction

Microsoft Dynamics 365 stays your system of record. Items, orders and locations come into WMSHero, and the receipts, shipments, adjustments and transfers your team records on the floor go back. These are the records typically exchanged; which ones you use, and when they sync, are configured for your operation during implementation.

From Dynamics 365→To Klovio
ItemsItem cards, units of measure and barcodes
Purchase ordersOpen purchase orders to receive against
Sales ordersOrders released to the floor for picking and packing
Transfer ordersStock moving between your locations
Locations and binsMapped to Klovio warehouses, zones and bins
From Klovio→To Dynamics 365
Purchase receiptsPosted when a purchase order is received
Sales shipmentsPosted when an order ships, with tracking
Item journal adjustmentsFrom cycle counts, damages and write-offs
Transfer shipments and receiptsMoves between locations
Lot and serial numbersCaptured on the scan and carried to the related records
Going live

Implementation in three steps

Connect

With your Dynamics 365 administrator, we connect WMSHero to your Dynamics 365 account and agree which records sync in each direction, and how often.

Map

Your items and locations come across from Dynamics 365, and we map them to your warehouse zones and bins with you.

Scan

Your team receives, picks, packs and counts on Android handhelds. Completed transactions post to Dynamics 365 through the data flows you configured.

Questions from Dynamics 365 teams

Do we have to change how we use Dynamics 365?

Not for purchasing, sales or finance: Dynamics 365 stays your system of record for those. WMSHero runs the warehouse tasks and posts the results to the Dynamics 365 record types listed above.

Does WMSHero replace Dynamics 365's inventory features?

No. WMSHero adds the warehouse-floor work: bin-level scanning, guided picking and packing, and cycle counts during the shift. Dynamics 365 keeps the inventory records, updated from the transactions WMSHero posts.

What happens if the warehouse loses its connection?

The handhelds keep recording scans offline. When they reconnect, the scans sync to WMSHero and then to Dynamics 365, in the order they were recorded.

Can we start with one warehouse?

Yes. Connect one location first, then add more when you're ready.

How is this different from InventoryHero's Business Central connection?

InventoryHero is Klovio's inventory app for small and mid-size teams. Its Business Central connection brings items and vendors in and sends receipts and purchase orders back. WMSHero is the warehouse management system on this page: it adds guided receiving, put-away, picking, packing and cycle counts, and exchanges the warehouse records listed above.

See WMSHero with your Dynamics 365 data.

Bring a few of your real items and orders. We'll show you how they move from Dynamics 365 to the warehouse floor and back.

Book a demo