Setup

Set up Dataverse Connection

Before installing the app, you have to set up Dataverse Connection from your company to have access to its data from Power App. It's required to set up Dataverse Connection and Business Central Virtual Tables to make sure the app can be installed properly.

1. Open your Business Central company that you want to be connected to the app.
2. In Tell Me, search for Dataverse Connection Setup and select it.
3. If the connection hasn't been set up before, the Environment URL field will empty and the Assisted Setup button will be active. Select the Assisted Setup button to complete the setup of the Dataverse connection.
4. A modal window with a Dataverse Connection Setup will be opened. Select Enable virtual tables and events and select Next.
5. On the next page, accept the terms and conditions to be able to continue the setup process,
6. Your environment URL will be automatically populated. To continue, select Sign in with an administrator user and then select Next.
7. In order to set up Virtual Tables, you have to install the Business Central Virtual Tables app in your Dataverse environment. Once it's installed, you can finish the setup.

When the Assisted Setup is completed and the connection is established, you can proceed with these steps:

1. On the Dataverse Connection Setup page, make sure that Enable Virtual Tables and Events is checked.
2. On the Dataverse Connection Setup page in Tell Me, search for Virtual Tables Config and select it.
3. A pop-up window will appear with information about Virtual Table Configuration like Target Host, Environment Name and Default Company.
4. If you don't have a Default Company set up, or it's not the company you want to be the default one, select Open in Dataverse.
5. A new tab in your browser will be opened with Power Apps header where you can change the Default Company by searching for it and selecting it, then select Save & Close to close the tab. Then go back to your Business Central tab.
6. Close the Virtual Table Configuration pop-up.
7. On the Dataverse Connection Setup page in Tell Me, search for Test Connection to check if the connection is working properly.

Your Business Central connection with Dataverse is now set up.

Go to the Dataverse Connection Setup.

Check if the connection to the Dataverse is already established.

Dataverse Connection Setup wizard.

Accept terms and conditions of using the Dataverse connection to Business Central.

Sign in with administrator user.

Install Business Central Virtual Tables app in your Dataverse environment.

Enable Virtual Tables and Events.

Select Virtual Tables Config.

Virtual Table Configuration.

Default Company setup.

Connection test result.

Select Test Connection.

Set up Business Central Virtual Tables

In order to use the app, you have to set up Business Central Virtual Tables in Power Platform so the needed tables are visible in the app.

1. In Business Central, select App Launcher and then Power Apps, which opens a new tab.
2. From the left pane select Apps.
3. Play the Business Central Configuration app.
4. In the Available Tables select the tables, that you want to make visible, select Edit from the top ribbon, and on the opened pane on the right select Visible and Save.
5. The tables, that have to be made visible are listed below:

6. You can go back to the Power Apps main page.

Now, the tables that are needed for the app to run are visible in it.

App Launcher in the Business Central.

Side pane with the apps.

Select Apps from Power Apps main page.

Play the Business Central Configuration app.

Select Virtual Tables, that you want to make visible.

Install the App

You can install the app directly from App Source.

1. Go to Microsoft App Source.
2. Search for Dynaway Work Orders and select it.
3. On the app page, select Get it now.
4. Sign in with your Business Central account credentials if you're not already signed in.
5. You will be taken to your Power Platform admin center to select the environment where the app should be installed.
6. Read and agree to Microsoft Legal Terms and Privacy Statement, and select Install.

The app should now be successfully installed. You can find it in the Apps section in your Power Apps Maker Portal.

Look for Dynaway Work Orders app.

Select 'Get it now'.

Sign in to AppSource.

Confirm your details after signing in.

Select the environment where the app should be installed.

Install the app.

Confirm your details after signing in.

Copy Security Role

To be able to share the Power App with another users, first you have to have seucrity role, that has the same permissions as Service Writer. You can achieve this, by copying the security role in Power Platform and renaming it.

1. Go to the Admin Center in Power Apps,
2. Select your environment,
3. Select Security roles,
4. Search for Service Writer security role and select Copy,
5. Rename the copy of the security role, e.g. Dynaway User.

Go to the Admin Center in Power Apps.

Select your environment.

Go to Security roles.

Search for Service Writer security role and copy it.

Rename the role.

Share the App with Other Maintenance Employees

You can easily share the app with maintenance employees in your organization.

1. Create a copy of the security role Service Writer and name it e.g. Dynaway User (creating security roles in Power Platform).
2. Go to the Power Apps home page, select the 3 dots next to the name of the app and select Share.
3. On the right side, a new pane opens where you can look for the maintenance employee in your organization to share the app with.
4. After selecting the maintenance employee, you can define the permissions and select if the maintenance employee should be a co-owner of the app. To assign the data permissions for the user, select the dropdown in the Data permissions section.
5. Minimal permissions that allow users to fully use the app are:
   • Basic User
   • Environment Maker
   • Dynaway User
6. You can always add more permissions to the user via this sharing-the-app process, but if you would like to avoid some of the permissions, you have to do this via environment settings. You can find more about permissions in Power Platform in this article.

The app is now ready to be used by the employees you shared it with.

Power Apps home page.

Share the app.

Select if the maintenance employee should be a co-owner.

Assign data permissions to the maintenance employee.

Setting up permissions.

Install Power Apps on your Mobile Device

The Dynaway Work Orders app is made for use on phones. You have to install a Power Apps app on your device to use the Work Orders app.

1. Go to Google Play (on Android devices) or App Store (on iOS devices) and look for Power Apps.
2. Select the Power Apps app and install it.
3. Open the app and log in with your Azure Active Directory credentials.
4. If the Dynaway Work Orders app has been shared with you, you should see it on the Home or All apps card. Select the app and you're ready to use it.

Now you can use the Dynaway Work Orders app on your phone.

Install Power Apps on your device.

Open Power Apps and log in with your credentials.

Start using Dynaway Work Orders on your device.