Insight Works provides a full suite of apps for Microsoft Dynamics 365 Business Central tailored to manufacturers and distributors. Whether you’re looking to streamline warehouse operations, optimize production, automate shipping, or simplify data entry, there’s a tool designed to close the gaps in your ERP system.
Below is a categorized breakdown of what Insight Works can help you do—each linked to specific solutions built for real-world users.
Warehouse & Inventory Management
Scanning & Mobility
- Real-time barcode scanning for all warehouse transactions
- Supports 1D/2D barcodes, GS1-compliant labels
- Compatible with Zebra, Honeywell, Datalogic, and other rugged devices
- Works offline with auto-sync when reconnected
- Supports Wi-Fi roaming within large facilities
Warehouse Transactions
- Supports picks, put-aways, movements, receipts, and shipments
- Full support for directed pick/put-away logic in Business Central
- Cross-docking, bin-to-bin movements, and transfer orders
- Lot and serial number tracking during every transaction
- License plate scanning for pallets and mixed containers
- Adjustable unit-of-measure (UOM) conversions on scan
User Experience & Usability
Customizable menus and layouts per user or role
Large-button mode for glove use and cold environments
Configurable prompts, warnings, and validation rules
Multi-language support and localized error handling
Device & Environment Configuration
Configurable per warehouse, zone, or device
Device logging and diagnostics
Touchscreen and keypad-friendly input support
Secure login with user roles and device ID restrictions
System Integration
Deep integration with Business Central warehouse, inventory, and production modules
Integrates with License Plating, Advanced Inventory Count, and more
Plug-and-play configuration with minimal setup
Works with both SaaS and on-prem Business Central deployments
Labeling & Identification
Assign License Plate Numbers (LPNs) to pallets, totes, boxes, or containers
Label mixed-item containers for traceability
Supports barcoded LPN labels with 1D or 2D symbologies
Auto-print labels during warehouse transactions
Efficiency & Accuracy
Reduce scan count by scanning a single LPN instead of multiple items
Accelerate put-aways and picks with fewer errors
Group items with same lot/serial or item for simplified workflows
System Integration
Full integration with Warehouse Insight and Business Central
Use LPNs during picks, movements, receipts, and shipments
Compatible with Advanced Inventory Count workflows
Use Cases
Perfect for bulk and mixed-load handling
Ideal for LTL and FTL outbound shipments
Useful in environments with mixed item packaging
Counting Modes
- Supports cycle counts and full physical inventory
- Allows blind counts to reduce bias
- Multi-user support for simultaneous counting
Workflows & Accuracy
- Automatic recount triggering based on tolerances
- Review and approval workflows for variance investigation
- Real-time progress tracking by zone or counter
- Import historical count data for audit support
Device & Usability
- Barcode scanner compatible
- On-screen prompts for missed bins or skipped items
- Record count reason codes for discrepancies
System Integration
- Tight integration with Warehouse Insight and Business Central
- Post count adjustments with traceable entries
- Supports per-bin and per-item configurations
Visualization & Navigation
- Explore complete multi-level BOM structures visually
- Collapse or expand component levels to simplify review
- Highlight phantom vs. production BOMs
Planning & Shortage Analysis
- Identify component shortages instantly
- View demand vs. supply per BOM level
- Simulate what-if scenarios for planning decisions
Editing & Exporting
- Make BOM changes directly from the viewer interface
- Export BOM data for costing, audit, or supplier communication
- Add notes or comments to individual components
Integration
Connects directly to Business Central’s Production BOMs
Supports integration with Enhanced Planning Pack
Shipping & Fulfillment
Carrier Integration
- Supports real-time rate shopping across parcel, LTL, and FTL carriers
- Connects to carriers via EasyPost, 2Ship, Banyan, and more
- Auto-generates shipping labels for multiple carriers
- Batch shipping supported for high-volume environments
Shipping Workflow Enhancements
- Supports single and multi-package shipments
- Automatic tracking number assignment and upload
- In-system freight cost visibility
- Rule-based shipping method selection
System Integration
- Fully embedded within Business Central
- Links to sales, warehouse, and fulfillment workflows
- Support for return labels and documentation
Usability & Configuration
- Easy configuration with shipping setup wizard
- User permissions for different shipping roles
- Extendable for custom carriers and integration layers
Signature & Photo Capture
- Collect digital signatures via touchscreen devices
- Capture photos of deliveries and damaged goods
- Geo-tag each delivery with GPS coordinates
System Integration
- Syncs proof data into Business Central records
- View delivery confirmation directly on sales and shipping documents
- Compatible with mobile delivery devices and tablets
Audit & Compliance
- Timestamped confirmations create an auditable delivery trail
- Helps resolve disputes and verify customer receipt
Ease of Use
- Mobile-friendly interface for drivers
- Requires minimal training to deploy
- Included with Warehouse Insight at no extra charge
Fulfillment Control
- Centralized worksheet for managing picks, packs, and shipments
- View and manage order status, quantities, and backorders
- Filter by location, customer, order type, or shipping method
Allocation & Availability
- Recalculate item availability in real time
- Supports split and partial fulfillment
- Prioritize allocations by due date or customer
Usability
- One-screen control to streamline fulfillment workflows
- Fully integrated with Dynamic Ship and Warehouse Insight
- Ideal for B2B and eCommerce environments
Production, Planning & Scheduling
Scheduling Interface
- Drag-and-drop production orders on timeline
- View by work center, machine center, or resource
- Zoom levels and calendar integration
Control & Permissions
- Restrict schedule views by department or user
- Enable read-only or editable modes
- View scheduled vs. available capacity
Integration
- Embedded in Business Central for seamless use
- Works alongside MxAPS for visual fine-tuning
- Use with calendar shifts and custom filters
Ease of Use
- Intuitive interface for non-technical users
- Quick access to operation details from schedule view
Scheduling Intelligence
- Advanced algorithms for sequencing production orders
- Takes into account capacity, calendars, and material constraints
- Supports forward and backward scheduling
Optimization & Prioritization
- Prioritize by due date, customer, or production efficiency
- Avoid resource bottlenecks with intelligent load balancing
- Simulate production schedules before applying
Visual & Data Tools
- Gantt chart visualization of production plans
- KPI dashboards for performance tracking
- Easily compare simulated vs. actual plans
Integration
- Embedded in Business Central
- Works with Graphical Scheduler for fine-tuning
- Integrates with Shop Floor Insight for execution
Core Worksheets
- Enhanced Planning Worksheet for order proposals
- Enhanced Forecasting Worksheet for sales projections
- Item Planning Review for parameter tuning
Functionality & Flexibility
- Simulate MRP scenarios before releasing orders
- Bulk update reorder points and safety stock
- Visual exception filtering to find problems fast
Supply Chain Insight
- View demand, supply, and stock levels in one grid
- Forecast demand based on historical trends
- Push forecasts directly into Business Central’s demand table
Item Planning Review – Planning Parameter Review Tool
- Review and adjust planning parameters based on real-time data
- Simplify MRP configuration and improve accuracy of replenishment
Production Order Analysis Worksheet – Production Cost Review
- Compare expected vs. actual consumption and labor
- Evaluate profitability and efficiency of production orders
- Provides sales margin calculations when linked to sales
Routing Analysis – Routing Variability Analysis
- Analyze standard vs. actual routing time to uncover inefficiencies
- Identify labor and cost deviations for better costing accuracy
- Improve scheduling reliability with real-time insights
Sales, Service & Admin Tools
Transaction Handling
- Walk-in sales and counter service integration
- Scan items, process payments, and print receipts
- Create quotes, orders, or invoices on the spot
Inventory Access
- Real-time item lookup and availability
- Price overrides and discount management
- Cross-location inventory visibility
Payment Support
- Supports cash, card, and account payments
- Optional integration with EBIZCharge or third-party processors
User Interface
- Touchscreen and barcode scanner friendly
- Simple layout ideal for trade desk environments
Core Features
- Drag-and-drop any file to any Business Central record
- View documents directly from cards or lists
- Works with images, PDFs, Office files, and more
Compliance & Control
- Attach invoices, certifications, emails, and photos
- Improve audit readiness with linked documents
- Keeps documents centralized and secure
Usability
- Requires no setup or configuration
- Supports cloud and on-prem environments
High-Speed Processing
- Import, export, or delete records in bulk
- Process 100x faster than RapidStart packages
- Supports dependencies and relational data
Features for Power Users
- Auto-generate serial/lot numbers
- Validate data before importing
- Schedule and automate repetitive tasks
Use Cases
- Data migrations, cleanups, and mass updates
- Populate demo systems with realistic test data
- Ideal for implementers, consultants, and dev teams
Document Archive – Document Storage Solution
- Long-term document storage directly tied to Business Central records
- Ideal for audits, compliance, or archival needs
Forecasting & Analytics
Forecasting Options
- Choose forecasting model: moving average, trend, seasonal
- Define time buckets (weekly, monthly, quarterly)
- Set sales history depth for forecast generation
Workflow Enhancements
- View, edit, and approve forecast values
- Push forecast to Business Central Demand Forecast table
- Link forecasts to planning and purchasing workflows
Demand Insight
- Compare forecast vs. actual performance
- Use exception-based filtering to flag variances
Forecasting Worksheet – Demand Forecasting Assistant
- Built-in alternative to the static Business Central forecasting
- Supports rolling forecasts and exception-driven planning
Compliance, Safety & Utilities
- Record and track safety incidents directly in Business Central
- Includes follow-up actions, injury tracking, and compliance reporting
- Free to use; no separate licensing required
- Add 1D/2D barcodes to reports like pick sheets, invoices, and labels
- Easy to implement with no font installations
- Helps streamline scanning-based workflows
Who Uses These Apps?
| Role | Apps Most Useful |
|---|---|
| Warehouse Manager |
Warehouse Insight – Warehouse Management System (WMS) License Plating – Pallet and Container Labeling Advanced Inventory Count – Inventory Counting Tool |
| Shipping Coordinator |
Dynamic Ship – Shipping Integration Platform Proof of Delivery – Delivery Confirmation System Order Fulfillment Worksheet – Order Processing Solution |
| Production Planner |
MxAPS Graphical Scheduler – Visual Production Scheduler Enhanced Planning Pack – Planning Optimization Toolkit Routing Analysis – Routing Variability Analysis |
| Sales Counter Staff | Counter Sales – Point-of-Sale (POS) System |
| Consultants & Admins |
Import Export PowerTool – Data Management Tool DocXtender – Document Attachment Utility Document Archive – Document Storage Solution |
| Health & Safety Officer | Safety Logbook – Workplace Safety Tracking |
Why Insight Works?
- Built for Microsoft Dynamics 365 Business Central
- Tailored for manufacturing and distribution
- Works with SaaS, hybrid, and on-prem deployments
- Supported by a global network of Microsoft Partners
- Trusted by SMBs and Enterprises alike