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Dynamics 365 for Operations mobile platform–Part 3

This post I will explain how actions work. How to create a new sales order via Actions.

On the sales order click on Actions. Then add an action.

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Click on the new sales order button and start recording your screen. I selected a few fields that I wanted to add.

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Go to the mobile and refresh.

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Lookups have to be linked too. This can be done by clicking on the field and then hit the properties.

Notice how you have to have an existing page. I ended up creating a customer page and linked the fields.

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Date look up appear like so

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This will sync the action back to the system. If there are any sync issues, just navigate to the Sync history.

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You don’t get a detailed error message. You get sync failed due to an error. That is why I have to emphasis keep it simple.

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