This section contains the basic configuration required in Dynamics 365 for Finance and Operations > Mobility to let users connect to and work with the Mobile Client.
You have completed mobile backend installation, as described in the section above.
The initial setup of Mobility includes the following steps:
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.
CAL level in
This role has access to the Mobility
Load setup data from data entities for data
This role is required to log in and make
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:
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.
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:
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:
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.
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.