1. To-Increase Dynamics 365 for Finance & Operations
  2. Anywhere mobility studio
  3. Setting up and designing Anywhere mobility studio

Set up general configuration

Define the basic settings for Anywhere mobility studio.


Administrator Administrator Start Start Set up Anywhere mobility studio parameters

Set up Anywhere mobility studio parameters

Set up the Anywhere mobility studio parameters.

 Set up appearance

Set up appearance

Set up style sheets to define the appearance of:

  • Menus and processes on mobile devices.
  • Applications in the design previews of Mobility studio.
You can also set up CSS classes, to define the appearance of menus and form controls on mobile devices.

 Set up devices Set up devices Set up devices to define the screen sizes for the mobile devices that you use. This ensures that the pages are properly displayed on your mobile devices. Procedure 1. Click Mobility management. 2. Click the Devices tab. 3. Click Add and fill in the fields. 4. Close the page. Set up menus

Set up menus

The menu structure to be used on a mobile device, consists of a main menu and submenus.
For each menu, you can define the:
  • Submenus to be opened.
  • Processes to be started.

 Set up roles and users

Set up roles and users

Set up roles and users to define basic authorization for the use of processes.

  • The role setup defines a set of processes that are applicable to this role.
  • The user setup defines in which company which roles are applicable to the user and what is the main menu for the user.

 Set up user configuration Set up user configuration You can view and edit the current configuration for you as a user. You can change the: Application - The current application you are working on. If you change it, also the application filter on the workspaces is changed accordingly.  Level - The level on which you currently can create, edit, or remove Mobility studio elements. For example, if you as a user have configuration level Base: All elements that you create get level Base.You can only edit elements with level Base. If you try to edit an element with, for example, level User, you get error messages.You can only remove elements with level Base. If you try to remove an element with, for example, level Company, you get error messages. Procedure 1. Click Mobility management. 2. Click user configuration and review or edit the fields. Note: You can open the user configuration from all Mobility studio workspaces. 3. Click OK. Notes You can open the user configuration from all Mobility studio workspaces. Set up printers

Set up printers

Set up the printers that can be used from the Anywhere apps as designed in the Mobility studio.

The printer setup in the Mobility studio consists of these elements:
  • Printer types - The different types of printers that can be used by the apps as designed in the Mobility studio. For example: packing slip printer or label printer. 
  • Printers - The links to the registered network printers for each printer type. 
  • Default printers - The default printers for each warehouse, user, and printer type combination. 

For each Anywhere app, in the related parameters, you define the printer type for each type of document that can be printed.

If you print from an Anywhere app, the document is printed on the default printer for the defined printer type and the applicable warehouse and user.

 Run app from cache

Run app from cache

Running an app on the real-time configuration in Anywhere mobility studio can be slow in a Tier 2 environment. In this case, you can choose to run an app on a cached configuration. This is faster, but the app can be outdated.
You can publish a menu or a process to cache.
In order for the cache to work optimally, you must set the cache limit to the required number of records. In the Anywhere mobility studio parameters, you can calculate the required cache size after you have published a menu or process to cache. The calculation gets the number of records that are created in the cache for the published menus and processes. You can use this number to set the cache limit.
To run an app from cache, for the applicable user accounts, set the Run time mode to Cache or Get from parameter. If set to Get from parameter, make sure the Run time mode field on the Anywhere mobility studio parameters is set to Cache.
You can check if a cached menu or process is still up-to-date.

 Manage automatic updates

Manage automatic updates

To-Increase offers several apps that are designed in Anywhere mobility studio. For example, Anywhere for Logistics. For these apps, monthly updates are released and available as deployable package in LCS.
To get app updates in your D365 FO environment, install the deployable package. For Anywhere apps, after the installation, several elements must be refreshed or updated in your D365 FO environment to make the changes available:
  • Libraries
  • Applications
  • Style sheets
If you run the app from cache, also the cache must be updated with the changes.
For informational purposes, the portal version and latest update are also shown.

 End End

Activities

Name Responsible Description

Set up Anywhere mobility studio parameters

Administrator

Set up the Anywhere mobility studio parameters.

Set up appearance

Administrator

 		Set up style sheets to define the appearance of:
  • Menus and processes on mobile devices.
  • Applications in the design previews of Mobility studio.
You can also set up CSS classes, to define the appearance of menus and form controls on mobile devices.

Set up devices

Administrator

 		Set up devices to define the screen sizes for the mobile devices that you use. This ensures that the pages are properly displayed on your mobile devices.

Set up menus

Administrator
The menu structure to be used on a mobile device, consists of a main menu and submenus.
For each menu, you can define the:
  • Submenus to be opened.
  • Processes to be started.

Set up roles and users

Administrator

 		Set up roles and users to define basic authorization for the use of processes.
  • The role setup defines a set of processes that are applicable to this role.
  • The user setup defines in which company which roles are applicable to the user and what is the main menu for the user.

Set up user configuration

Administrator
You can view and edit the current configuration for you as a user. You can change the:
  • Application - The current application you are working on. If you change it, also the application filter on the workspaces is changed accordingly. 
  • Level - The level on which you currently can create, edit, or remove Mobility studio elements. For example, if you as a user have configuration level Base:
    • All elements that you create get level Base.
    • You can only edit elements with level Base. If you try to edit an element with, for example, level User, you get error messages.
    • You can only remove elements with level Base. If you try to remove an element with, for example, level Company, you get error messages.

Set up printers

Administrator

 		Set up the printers that can be used from the Anywhere apps as designed in the Mobility studio.
The printer setup in the Mobility studio consists of these elements:
  • Printer types - The different types of printers that can be used by the apps as designed in the Mobility studio. For example: packing slip printer or label printer. 
  • Printers - The links to the registered network printers for each printer type. 
  • Default printers - The default printers for each warehouse, user, and printer type combination. 

For each Anywhere app, in the related parameters, you define the printer type for each type of document that can be printed.

If you print from an Anywhere app, the document is printed on the default printer for the defined printer type and the applicable warehouse and user.

Run app from cache

Administrator
Running an app on the real-time configuration in Anywhere mobility studio can be slow in a Tier 2 environment. In this case, you can choose to run an app on a cached configuration. This is faster, but the app can be outdated.
You can publish a menu or a process to cache.
In order for the cache to work optimally, you must set the cache limit to the required number of records. In the Anywhere mobility studio parameters, you can calculate the required cache size after you have published a menu or process to cache. The calculation gets the number of records that are created in the cache for the published menus and processes. You can use this number to set the cache limit.
To run an app from cache, for the applicable user accounts, set the Run time mode to Cache or Get from parameter. If set to Get from parameter, make sure the Run time mode field on the Anywhere mobility studio parameters is set to Cache.
You can check if a cached menu or process is still up-to-date.

Manage automatic updates

Administrator
To-Increase offers several apps that are designed in Anywhere mobility studio. For example, Anywhere for Logistics. For these apps, monthly updates are released and available as deployable package in LCS.
To get app updates in your D365 FO environment, install the deployable package. For Anywhere apps, after the installation, several elements must be refreshed or updated in your D365 FO environment to make the changes available:
  • Libraries
  • Applications
  • Style sheets
If you run the app from cache, also the cache must be updated with the changes.
For informational purposes, the portal version and latest update are also shown.

Set up Anywhere mobility studio parameters

Set up appearance

Set up menus

Set up roles and users

Set up roles and users to define basic authorization for the use of processes.The role setup defines a set of processes that are applicable to this role.The user setup defines in which company which roles are applicable to the user and what is the main menu for the user.

Set up printers

Run app from cache

Manage automatic updates

Exchange configurations

You can export or import a configuration with an XML file. You can monitor the export and import history.

Manage label translations

See also

Provide feedback