5. Final Setup in D365

Overview

The initial setup of Mobility includes the following steps:

1. Set up security roles (in D365FO)
2. Set up change tracking
3. Set up handlers
4. Set up users
5. Set up entities (for more information on entity setup, refer to the Data entities section)
   1. Set up entity documents (optional)
6. Initialize entities 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 Mobility module, and for workers to be able to access the Mobile Client.

Change Tracking

Change tracking is a feature on the database, which is used to track entity changes. Change tracking determines which changes to send to the Mobile Clients during synchronization. The feature must be enabled on the database if it is not already, and on the Asset management tables used in synchronization.

Select Mobility > Setup > Mobile parameters > Change tracking to set up change tracking and view synchronization status:

• The Database section shows if change tracking is enabled on the database. If not, it must be done in the database itself. In the Change tracking retention field, the period (days) in which change information will be stored on the database is shown.
• The Entity tables section shows if the tables used for synchronization have been enabled. If not, select the Enable/disable button. Entity tables must be enabled for synchronization to function properly.
• Refer to the article "Entity initialization" in the Data entities section for information regarding Synchronization paging and Synchronization status.

Change tracking setup in Mobile parameters

Handlers

Handlers are methods that are visible to the Mobile Client. You must set up handlers to allow the Mobile Client to make external calls to Dynamics 365 for Finance and Operations.

1. Select Mobility > Setup > Handler setup and open the form to initialize handlers for the Mobile Client.
2. Check that handlers are listed.
3. Handlers are now set up, and you can close the form.

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. Mobile client setup in the Users form, in which you select a company account ID for the user (worker). All registrations from the worker on a Mobile Client will be related to the company chosen account in Dynamics 365 for Finance and Operations. Select Mobility > Setup > Users to open the form. If required, you can also create user groups for convenient module configuration.
3. Worker setup in Enterprise Asset management > Setup > Workers > Workers. This form adds a worker from the Human resources module as an Asset management worker.

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 EAM Maintenance worker and Maintenance mobile user role are 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

User setup in D365FO System administration

User roles setup in D365FO System administration

User setup in Mobility

Module configuration

Go to Mobility -> Setup -> Module configuration
1. Application locations
a) add direct URL to Planning Board App, for example, https://yourappname.azurewebsites.net/plan
b) add direct URL to Planning Board App, for example, https://yourappname.azurewebsites.net/work

2. Set access to Planning Board
Planning Board -> Enabled
a) You can give access to all users (Scope = All)
b) Access to a single user (Scope = User)
c) Access to User Group (Scope = User Group)
and change the parameter value to "true", then "Save" your changes.

Mobile app URLs setup

Planning board access setup

Initialize Entities

All data (the entities) for the Mobile Clients are kept in a single table that must be initialized before use. If entities are changed (code changes), the table must be reinitialized. In Dynamics 365 for Finance and Operations, select Mobility > Periodic > Initialize synchronization data, use Batch processing, and click OK, to carry out data initialization.

Entity initialization should be set as a recurring batch job every week.

For more information about data initialization, refer to the section Data entities.

Entity initialization batch job