Use the Assisted Setup Wizard

Use the Assisted Setup Wizard

The Assisted Setup Wizard guides you through the essential configuration steps to get Dynaway EAM up and running quickly in your Business Central environment.

Overview

The Assisted Setup provides a streamlined approach to configuring Dynaway EAM by offering:

• Industry-specific templates for common business types
• Predefined setup packages with default configurations
• Step-by-step guidance through essential settings
• Data migration tools for importing existing asset data
• AI-powered Copilot assistance for intelligent configuration recommendations

Using Copilot during setup

Microsoft Copilot is integrated throughout the Assisted Setup Wizard to provide intelligent assistance and recommendations based on your organization's needs and industry best practices.

How to use Copilot during setup

1. Enable Copilot assistance - Ensure Copilot is enabled in your Business Central environment
2. Look for Copilot suggestions - Copilot recommendations appear as contextual help throughout the wizard
3. Review and apply recommendations - Evaluate Copilot suggestions and apply those that fit your needs
4. Ask for specific guidance - Use the Copilot chat feature to ask specific questions about setup decisions

Accessing the Assisted Setup

1. Search for Assisted Setup in Business Central
2. Locate the Dynaway EAM section
3. Follow the setup wizard prompts

Setup components

1. Asset and User Setup

Configure the foundation of your asset management system.

Choose your industry template:

• Manufacturing
• Healthcare
• Education
• Government
• Transportation
• Energy & Utilities
• Commercial Real Estate

Configure basic settings:

• User roles and permissions
• Maintenance employee setup
• Asset numbering series - you can use the Set up default No. Series option to use the Serial No. provided by Dynaway

Copilot assistance for Asset and User Setup:

Copilot provides intelligent recommendations and automation for the following setup areas:

• Category optimization – AI-powered analysis suggests the most effective asset categories based on your industry and organizational structure
• Status setup – Copilot recommends asset statuses and maintenance statuses tailored to your business type and operational needs
• Condition setup – Intelligent suggestions for asset condition codes to support lifecycle management and preventive maintenance
• Attribute setup – Copilot helps define relevant asset attributes for tracking technical specifications, compliance, and reporting
• Location setup – Recommendations for structuring asset locations, including hierarchy and naming conventions for multi-site organizations
• Downtime category setup – AI-powered guidance for downtime categories to support incident tracking and root cause analysis

[!TIP] If you do not want to use Copilot, select an industry template to automatically applies relevant defaults for asset types, categories, statuses, conditions, and maintenance frequencies common to your sector.

2. Document Storage Setup

Choose where to store maintenance-related documents and attachments.

Storage options:

• Embedded (Business Central Internal Storage) - Documents stored within the BC database
• SharePoint integration - Documents stored in SharePoint Online
• Azure Blob Storage - Documents stored in Azure Blob Storage

3. Work Order Setup

Choose your industry template:

• Manufacturing
• Healthcare
• Education
• Government
• Transportation
• Energy & Utilities
• Commercial Real Estate

Basic configurations:

• Work order numbering series - you can use the Set up default No. Series option to use the Serial No. provided by Dynaway
• Default priority levels
• Category codes for different maintenance types
• Status workflow definitions

Copilot assistance for Work Order Setup:

Copilot provides intelligent recommendations and automation for the following setup areas:

• Work Type setup – AI-powered suggestions for work types based on your industry, asset types, and maintenance strategies
• Priority level optimization – Copilot recommends priority levels and escalation rules tailored to asset criticality and operational needs
• Category setup – Intelligent recommendations for maintenance categories and codes that align with your equipment and maintenance plans
• Counter category setup – Copilot helps define counter categories for usage tracking, preventive maintenance, and performance analysis
• Measurement setup – AI-powered guidance for measurement categories, threshold definitions, and integration with maintenance schedules

[!TIP] Selecting an industry template automatically applies relevant defaults for work types, priorities, categories, counter categories, and measurement setups common to your sector.

Data Migration

The Assisted Setup includes tools for importing existing data from spreadsheets or other systems.

Available import templates

Assets

• Asset master data
• Relationships with Fixed Assets
• Items assign to Assets

Asset Warranties

• Warranty details for assets
• Coverage periods and conditions

Work Order Plans

• Maintenance schedules
• Frequency definitions
• Resource assignments

Round Order Plans

• Maintenance schedules for the Rounds
• Frequency definitions for the Rounds
• Resource assignments for the Rounds

Counters and Measurements

• Usage tracking setup
• Historical readings
• Threshold definitions

Import process

1. Download templates from the Assisted Setup
2. Fill in your data using the provided Excel templates
3. Upload completed files through the import wizard
4. Review and validate imported data
5. Make corrections if needed before finalizing