Dynamics NAVAX

  Microsoft recently released a preview mobile app for Asset Management . The App gives 2 personas that you can use it for: Maintenance worker - You need to be assigned to the security role "Maintenance worker"  https://learn.microsoft.com/en-us/dynamics365/supply-chain/asset-management/asset-management-mobile-app/work-orders . It will allow you to give feedback on a work order such updating actual hours, items, checklists and attachments. Maintenance requester - You just need a teams license and can assign "Maintenance requester" security role  https://learn.microsoft.com/en-us/dynamics365/supply-chain/asset-management/asset-management-mobile-app/maintenance-requests . This will allow you to create a request. 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. T...

With the recent Platform update 10 they introduced server side coding and made some enhancements to the mobile platform. This brings a lot of flexibility and capabilities. Below I will focus on just the Expense Management Mobile workspace. For one, the Mobile workspaces are now embedded in the AOT as a resource file. Notice how it says “In metadata”. This indicates that it has loaded from the AOT. I think this is a good move. Its all about ALM. This is also great to keep the server side and client side in sync. The nice thing is that the Expense Mobile solution is in its own model. Makes it easy for us to track and learn from. The main entry is the workspace resource file xml. Notice the guid, this is important for doing some server side coding. Now lets take a look at the workspace class. You will notice the same guid is used for the class attribute. in one of my prior posts, I mentioned that the currency field wasn’t being defaulted when entering a new expense. Now with server side c...

I am very happy to say Daxeam Mobile is now available on Apple App store and Google Play Store. Daxeam Mobile fully working on both Dynamics 2012 and Dynamics 365 for Finance and Operations, Enterprise Edition. Daxeam is an Enterprise Asset Management (EAM) solution available exclusively for Microsoft Dynamics AX 2012 and Dynamics 365 for Finance and Operations, Enterprise Edition. The Daxeam solution extends the functionality of AX, delivering integration to EAM across Projects, Inventory, Finance and Fixed Assets. Some key items to note about the Mobile solution: Daxeam Mobile is an application built from the ground up to work with the Daxeam Login is managed security via Azure Active Directory Works for both AX2012 and D365O Offline capable – has sophisticated sync capabilities to download your data locally and syncs back up when connection is available Features available Asset hierarchy Asset management such as meter updates, view attributes, structures and related history Work ord...

In this post we will have a quick look at the Expenses workspace on the Dynamics 365 for Operations Mobile application. I used a really small mobile to do my screen capture and some of the UI doesn’t look great. First screen will give you an option to Capture a receipt (image) or go straight into the Quick expense entry form. Allows you to take a picture or choose from your device. Next screen will allow you select a category. Next screen is the actual form where you enter the details. Errors and warnings show at the top. It is early stages and I am sure there is more features to come.

This link shows the mobile workspaces that have been released. https://docs.microsoft.com/en-us/dynamics365/operations/dev-itpro/mobile-apps/mobile-workspaces-released However, I haven’t found the recent changes on the mobile app side. So, I decided to take a look my self. A few new features have been added to the mobile app since the last update. Now you can change company and sync history has been renamed to Notifications. Shows the list of companies. Stops if you there are unsynced changes. Regarding the notifications (previously sync history), it is now a lot more user friendly. You can drill through to show the record in question. Swipe to expose the delete button. Next time I will show a bit of the expense app.

Recently, I spent I bit of time on PowerApps. Below is a walk through of my findings. Go to https://powerapps.microsoft.com and log in. This will take you through to the PowerApps dashboard. Here you can define your connection. This step requires that you authenticate to your D365O. Based on your email it will list all the D365O you have on your tenant. You can then create a new Application now. Click on Get started under the Create an app menu. First thing it comes up with is the connection. Select D365O and the Odata services will be listed. I chose to select the InventorySitesOnHand. Wizard will default 3 pages. List Details Edit You can change the layout and the fields easily. Just click on the page to change the layout. Click on the field to select or change the field. You can save your application. If you run it, it will give you a preview. Download the App on your mobile Now this below is from my personal android phone. PowerApps will list all the apps you...

Over the last couple of months I posted about the Dynamics 365 for Operations mobile platform. Part 1 – Logging in Part 2 – Basic configuration Part 3 – Advanced configuration Part 4 – Export/Import I intentionally say platform and not app. This is because it is somewhat a generic in nature. You can record a series of forms and actions to use as an app. The App behaves similar to the full browser application by focusing on workspace concept. You click on a workspace and drill through to menu items. Search for a KB 3215650 that will allow you to deploy 4 recorded apps done by Microsoft. This hotfix includes the workspaces for Supply Chain Management listed below. More information on the wiki links below. Cost object overview - https://ax.help.dynamics.com/en/wiki/cost-controlling-mobile-workspace/ Inventory on-hand - https://ax.help.dynamics.com/en/wiki/inventory-on-hand-mobile-workspace/ Sales orders - https://ax.help.dynamics.com/en/wiki/sales-orders-mobile-workspace/ ...