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 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 Mobility > 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 "Entity 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.

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. 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 Enterprise Asset Management > Setup > Workers > Workers. This form adds a worker from the Human resources module as an Enterprise Asset Management worker. Save.
6. Select Mobility > 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.
7. Add Person (worker) to Dynamics 365 F&O User. Go to System Administration> Users > Users, find your account and add the Person.

8. 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 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

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 Scheduling Board App, for example, https://yourappname.azurewebsites.net/plan
b) add direct URL to Scheduling Board App, for example, https://yourappname.azurewebsites.net/work

2. Set access to Scheduling Board
Scheduling 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

Scheduling 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