5. Final Setup in Dynamics 365 F&O

Overview

The initial setup of Dynaway mobile includes the following steps:

1. Set up security roles (in D365FO)
2. Set up change tracking
3. Set up users
4. Set up entities (for more information on entity setup, refer to the Data entities section)
   1. Set up entity documents (optional)
5. Initialize data for synchronization

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 be able to access the Mobile Client.

Change Tracking

Change tracking is a feature on the database that is used to track entity changes. Change tracking determines which changes should be sent to the mobile clients during synchronization.

To verify setup for change tracking (screenshot 01),

1. Go to Dynaway mobile > Setup > Mobile parameters.
2. On the Mobile parameters page, select Change tracking.
   • In the Database section, if DB change tracking enabled is selected, it implies that change tracking is enabled on the database. If not, it must be set up on physical database.
   • The Change tracking retention field determines how long the system retains change tracking data in the database before it is automatically purged. This change tracking retention period is set up on physical database and is provided by Microsoft.
   • To update the change tracking retention period, click on the Update retention period button.
     • This functionality will update the change tracking retention period in physical database to 5 days.
     • You will see a message prompt for you to confirm this action (see screenshot 02). Click on Yes to confirm and update the change tracking retention period.
     • On successful update you can see a confirmation message (see screenshot 03).
3. The Entity tables section shows if the change tracking has been enabled for tables used in synchronization. If not, select the Enable/disable button. Change tracking must be enabled for entity tables used in synchronization to have synchronization working properly.
4. Refer to the article "Data initialization" in the Data entities section for information regarding Synchronization paging and Synchronization status.

01: Option to view/update change tracking setup.

02: Prompt for users to confirm if they want to update the change tracking retention period.

03: Confirmation that change tracking retention period has been updated.

User Configuration

Users must be created in Dynamics 365 for Finance and Operations and be associated with a person.
The setup is made in System administration > Users > Users. The next step is to add persons to mobile users.

Mobile users (workers) must be set up in three forms in Dynamics 365 for Finance and Operations to be able to make registrations on the Mobile Client:

1. General setup in the User form, in which you select the Dynamics 365 for Finance and Operations security roles that define which registrations a user (worker) can make on a Mobile Client. Select System administration > Users > Users to open the form.
2. Ensure your user account has selected Person and the default company is set.
3. To create a Person, go to Module Human Resources > Workers > Workers and create a new Worker. Select Save.
4. In order to schedule maintenance workers, a calendar must be set up for each maintenance worker. Maintenance workers are related to a resource, and working time calendars are set up for resources. Select Organization administration > Resources > Resources and create a HR resource and assign a working time calendar to it.
5. Add worker to Asset Management > Setup > Workers > Workers. This form adds a worker from the Human resources module as an Asset management worker. Save.
6. Select Dynaway mobile > Setup > Users to open the form. If required, you can also create user groups for convenient module configuration. Add the user and select the appropriate mobile user type. The selected user type determines which registrations and functionality the user can access in the mobile application.
   • Maintenance worker
   • Maintenance requester
   • Maintenance contractor
   • Task user
7. Select Dynaway mobile > Setup > Users to open the form. If required, you can also create user groups for convenient module configuration. Add user (person/worker)
   Select "Enable" and Save changes.
8. Add Person (worker) to Dynamics FO User. Go to System administration > Users > Users, find your account and add the Person.

9. In System administration > Users > Users, three Dynamics 365 for Finance and Operations security roles are required for each mobile user to make registrations on a Mobile Client:
   The System user is a general Dynamics 365 for Finance and Operations user, which is always required.
   The Dynaway Mobile user role is required to log in and make registrations on the Mobile Client.
   To make registrations in Asset Management, one of the following roles is required, depending on the worker's primary work area:

   • Maintenance manager
   • Maintenance clerk
   • Maintenance requester
   • Maintenance worker

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Step 7

Module configuration

To go to the Module configuration screen for mobile, go to Dynaway mobile > Setup > Module configuration.

The module configuration tree should be considered and configured based on the needs of the individual customer.Here are some of the key configurations you need to set up.

1. Application locations
   1. For each application, add a line with Scope as "All", and fill in the location of applications in the Parameter value field.
      1. For Floor plan, https://yourappname.azurewebsites.net/floor-plan
      2. Scheduling board, https://yourappname.azurewebsites.net/scheduling
      3. For e.g. for Work execution, https://yourappname.azurewebsites.net/work
2. Set access to Planning board.
   1. Planning Board > Enabled.
      • You can give access to all users (Scope = All)
      • Access to a single user (Scope = User)
      • Access to User Group (Scope = User Group)
   2. Change the parameter value to "true".
   3. Click on the Save button to save your changes.
3. Set access to Safe Work.
   1. Safe work > Enabled.
4. Set access to Floor Plan.
   1. Floor plan > Enabled.

01: Mobile app URLs setup.

02: Planning board access setup.

Initialize Data

All data for the Mobile Clients are kept in a single table that must be initialized before use. In case of the Update to a new version, first, run the Mobile framework cleanup jobs (Dynaway mobile > Periodic > Mobile framework cleanup jobs). After the cleanup batch job ends, select Dynaway mobile > Periodic > Data initialization, and click OK to complete data initialization.
For more information about data initialization, refer to the section Data entities.

01: Mobile framework cleanup jobs.

02: Data initialization.