Dynamics 365 for Operations mobile platform

Dynamics 365 for Operations mobile platform–Part 2

In the previous post, I showed my first experience with downloading the application. In this post, I will give some examples of setting it up.

First enter the url with &mode=mobile

https://myfakeaos.cloudax.dynamics.com/?cmp=usmf&mi=DefaultDashboard&mode=mobile

On the top right menu you will see Mobile app.

This will slide through the configurations pane.

Click on Add and create your first workspace.

I navigated to the form I want to record. I went into the On-hand inventory form.

Clicked on Select fields button and these orange + signs came up. Select the fields you want to display on the mobile device.

Click on the Done buttons. Then click on Publish workspace.

Refresh the mobile app.

This would have been really cool if it worked but I had a issue. It only displayed 1 item in the list.

The onhand form is very complicated and has a lot of dynamic features. Hiding and showing inventory dimension. So, I would recommend creating your own simple inventory on hand form which doesn’t have the complications of the standard form.

I did the exact same thing for the Released products and it worked fine.

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.

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: ...

Dynamics 365 Invoice Capture Feature

Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it. From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type are associated with purchase orders. The purchase order details must be determined on each invoice line. Both the header and the lines must be reviewed in Invoice capture. This will create a pending vendor invoice. Header-only – Invoices of this type are associated with purchase orders. The purchase order field on the invoice header is a mandatory field. If the Automatically create invoice lines featur...

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