Skip to main content

Asset Management Mobile App

 

Microsoft recently released a preview mobile app for Asset Management. The App gives 2 personas that you can use it for:

Installation

To install, go to AppSource to find the app Dynamics 365 Asset Management Mobile Application

Read the Onboarding doc page as there are prerequisites. Such as installing the Finance and Operations Virtual Entity solution.


The install is pretty easy to follow. Accept the terms and click Install.




A Canvas App will be installed and the virtual entities will be enabled in the background. Go and open the Canvas App.
You might get stuck on this screen at this initial preview release. It is a known issue and documented here. You just need to edit the canvas app and publish it.



Maintenance Requester

With the Maintenance Requester role, you will see the following screen. You can find your asset by searching or scanning. It looks like it will search on Asset Id and the Asset Type Id fields.



This is the create screen to enter a description and some notes.



Before you click, you can see the active work orders related to the asset.


Manage Work Orders

The functionality available (as per preview release in 24 March 2023) is to give feedback on a work order. 
The list shows work orders and jobs that are assigned to you only.
Search will work on the Work order id, Asset Id, Functional location Id.
Filtering is available by Today, This week and All.
Sorting is available by Work order id, Service level and Start date.





A work order has to be scheduled to you for it to appear. I had to dig into the canvas app code to see the filtering applied. Because initially I couldn't see anything.



Overall, it looks really good. I will keep exploring. 



Labels:

Popular posts from this blog

Approve Workflow via email using template placeholders #Dyn365FO

Dynamics 365 for Finance and Operations has placeholders which can be inserted into the instructions. Normally you would want this to show up in the email that is sent. One of the most useful ones is the URL link to the exact record that you are approving. In the workflow configurations use the placeholder and build up your message. Towards the end it has workflow specific ones. The URL token is %Workflow.Link to web% . For the technical people the token is replaced in this class WorkflowDocumentField. This is what I inserted into my email template. <BODY> subject: %subject% <BR> message: %message% <BR> company: %company% <BR> for: %for% <BR> </BODY> Should look like this. The final result looks like this. If you debug these are the place holders that are put together.
Read more

AX - How to use Set and SetEnumerator

The Set class is used for the storage and retrieval of data from a collection in which the values of the elements contained are unique and serve as the key values according to which the data is automatically ordered. You can create a set of primitive data types or complex data types such as a Class, Record or Container. Below is sample of a set of records. static void _Set(Args _args) {     CustTable       custTable;     Set             set = new Set(Types::Record);     SetEnumerator   setEnumerator;     ;     while select custTable     {         if (custTable && !set.in(custTable))         {             set.add(custTable);         }     }     if (!set.empty())     {    ...
Read more

Purchase requisition – Price

The price fields on the purchase requisition are non-editable for catalogue items. It is expected that a trade agreement be created. The price fields are only editable for these conditions: Form is opened view AP -> Periodic -> Purchase Requisition -> All purchase requisition, or Line type is “Non-catalogue item”, or User is task owner. Ie. The task is assigned to the user. In other words he/she maybe the purchaser that gets the price. User is approval owner. Ie. The approval is assigned to the user. In other words he/she maybe the manager that approves the final requisition. For catalogue items on the purchase requisition line can only select between the vendor directly associated with the item and the cheapest vendor as found through the purchase price trade agreements. If another vendor is requested the vendor can be blanked and the user can enter a “Proposed vendor” in the proposed vendor field on the general tab page for the purchase requisition line.   NOTE: ...
Read more