Dynamics 365 F&O on-premise installation

Setting the Dynaway mobile on Dynamics 365 finance and operations on-premises server.

Introduction

This section contains the basic configuration required in Dynamics 365 for Finance and Operations on-premise > Dynaway mobile to let users connect to and work with the Mobile Client.

PREREQUISITE

To complete installation by following this procedure, you must be familiar with Microsoft Lifecycle Services (LCS) and the administration of Microsoft Dynamics® 365 for Finance and Operations environments.
In addition, you must work in Microsoft Dynamics 365 on-premise deployment and Microsoft ® Windows Server 2019 ® SQL Server ®

Before you can set up an environment with Dynaway Mobile for Asset Management (AM), your company must have access to:

- Microsoft® Dynamics Lifecycle Services (LCS) project for Microsoft Dynamics® 365 for Finance and Operations
- Microsoft® Azure™ subscription connected with LCS via Azure connector
- Dynaway Mobile for AM license file

AUDIENCE

Sysadmin, Partner Consultant

Deployment overview

The Dynaway mobile solution is hosted on a local server as a web app and uses Active Directory Federation Services for application and user authentication. Below you see an example of a typical setup. Arrows indicate the direction of connection initialization.

General requirements

  • Deployed D365 on-prem environment
  • Separated Virtual machine as IIS server with Added a Host (A) Resource Record (Microsoft manuals: link)
  • ASP.NET 3.5 and 4.8 feature
  • Internet Information Services (IIS) server with working Default web site
  • Microsoft Web Deploy
  • IIS Server roles and features:
    - IIS
    - Static Content
    - .Net framework 3.5 and 4.7
    - Application development
    - .Net Extensibility 3.5 and 4.7
    - ASP (All)
    - CGI
    - ISAP (All)
    Management tools:
    - IIS Management console
    - Management Service
    Security:
    - Request filtering
    - Basic Authentication

The Mobile Client supports the following operating systems and devices:

  • iOS on iPhone® and iPad®
  • Android™ (mobile, tablet)
  • Windows® on desktop (not Windows® RT and not Windows® Phone)

    We've tested and verified that the Mobile Client supports the following browser versions on the operating systems listed above:
  • Apple® Safari® iOS 15.0 and iPadOS™ 15.1 and newer
  • Google Chrome™ 95 and newer
  • Microsoft® Edge 95 and newer
  • Internet Explorer not supported
  • Service Fabric Explorer access

    Access rights as:
  • Active Directory administrator account
  • Dynamics 365 administrator account
  • Project owner role in LCS portal
  • Visual Studio connected with Dynamics 365 AOS
  • SQL Management Studio
  • AxDB Database admin access

Note
We recommend using the latest supported version available. Before upgrading to newer browser versions and/or mobile devices, remember to confirm our compatibility.

Files required for a mobile client installation

Installation package contents

  • Dynaway_Mobile_2204.0.0-msam-onpremise.zip
  • Custom deployable package
  • Advanced Asset Management license

Documentation contents

  • Release notes
  • Installation notes

Overview of AM releases and mobile releases

In the table below, compatibility between AM releases and Mobile Client releases

Microsoft Asset Management Release
Dynaway Mobile Asset Management Release
Mobile Release
10.0.25 2207.0.* 2207.0.*
10.0.23
2204.0.*
2204.0.*
10.0.21
2201.0.0.0
2201.0.0.0

Security roles

You must set up security roles in Dynamics 365 for Finance and Operations for administrators or managers to work with setup in the Dynaway mobile module and for workers to access the Mobile Client.

Role
Related tasks
CAL level in Microsoft Dynamics 365 for Finance and Operations
Dynaway Mobile administrator
This role has access to the Dynaway mobile module in Dynamics 365 for Finance and Operations. Here, the user can set up and change the configuration of the Mobile Clients. This includes setting up the functionality available on the Mobile Client and setting up the users who should be able to log in on the Mobile Client.
Team Members
Dynaway mobile data manager
Load setup data from data entities for data migration.
None
Dynaway Mobile user
This role is required to log in and make registrations on the Mobile Client.
None

Setup

Data Requirements

  1. Dynamics 365 finance and operations on-premise environment
  2. Active directory federation services (ADFS)
  3. IIS web server

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