1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent Mobile
  3. Set up DynaRent Mobile

Set up D365 FO for DynaRent Mobile

Before you can use the DyanRent Mobile app, setup is required in D365 FO.


Rental Administrator Rental Administrator Start Start Set up employee with contact details Set up employee with contact details Set up the DynaRent Mobile app user as an employee in D365 FO. Procedure 1. Go to Human resources > Workers > Employees. 2. Click New. 3. Fill in the fields as desired. 4. Click Hire and add details. 5. Sub-task: Set up contact information. 6. Expand the Contact information section. 7. Click Add. 8. In the Description field, type a value. 9. In the Type field, select 'Email address'. 10. In the Contact number/address field, type a value. 11. Sub-task: Set default service warehouse. 12. Expand the Setup section. 13. In the Service warehouse field, enter or select a value. 14. Close the page. Set up DynaRent resource Set up DynaRent resource Set up a DynaRent resource that is linked to the employee as set up for the DynaRent Mobile app user. The DynaRent resource is required to be able to assign work order lines to the DynaRent Mobile app user. This topic only explains the minimal required DynaRent resource setup that is required for the DynaRent Mobile app. Procedure 1. Go to Work order project planning > Resources > Resources. 2. Click New. 3. In the Resource field, type a value. 4. In the Name field, type a value. 5. In the Resource category field, select 'Human resources'. 6. In the Relation account field, enter or select a value. 7. Consider defining the general resource settings. Expand the General section and fill in the fields as desired. Note: For scheduling work order line purposes, at least one calendar is desired. This can be the Region calendar in the General section or a calendar in the Calendars section. 8. To add a resource group, expand the Resource groups section, click Add, and fill in the fields as desired. 9. Consider adding a calendar. To add a calendar, expand the Calendars section, click Add and fill in the fields as desired. Note: For scheduling work order line purposes, at least one calendar is desired. This can be the Regional calendar in the General section or a calendar in the Calendars section. 10. To add a capability, expand the Capabilities section, click Add, and fill in the fields as desired. 11. Expand the Financial dimensions section and fill in the fields as desired. Set up project resource Set up project resource Set up a project resource that is linked to the employee as set up for the DynaRent Mobile app user. The project resource is required to be able to create the journals when the work order line transactions are processed. In the Resource ID field, link the project resource to the employee as set up for the DynaRent Mobile app user. For more information, refer to Set up project resource information. Set up number sequence for work order line transactions Set up number sequence for work order line transactions A number sequence is required for the work order line transactions that are created based on activities in the DyanRent Mobile app. Before you can use the number sequence, you must generate it. For more information on how to generate a number sequence, refer to Set up number sequences using a wizard. On the Set up number sequences wizard, on the Setup tab, delete all records except the record with these settings: Area: Work order project planning Reference: Transaction Id Note the number as mentioned in the Number sequence field. You can use this number to find the number sequence after it is generated. If the number sequence is generated, you can edit the number sequence. For more information, refer to Set up number sequences on an individual basis. Set the DynaRent Mobile parameters Set the DynaRent Mobile parameters Set the Work order parameters that apply to using the DynaRent Mobile app. Procedure 1. Go to Work order project planning > Setup > Work order parameters. 2. In the Clean up transactions after number of days field, enter a number. 3. In the Clean up notifications after number of days field, enter a number. 4. In the Reason code field, enter or select a value. 5. Select Yes in the Clean up transactions with status 'New' field. 6. Select Yes in the Clean up transactions with status 'On hold' field. 7. Select Yes in the Clean up transactions with status 'Processed' field. 8. Select Yes in the Clean up transactions with status 'Error' field. 9. In the Break time category field, enter or select a value. 10. In the Extra time category field, enter or select a value. 11. In the Default work order template field, enter or select a value. 12. In the Work order line trigger status field, select an option. Assign DynaRent Mobile app users to role Assign DynaRent Mobile app users to role Each D365 FO user who must use the D365 FO functionality that is related to the DynaRent Mobile app, must have the 'Perform work order line employee actions' (DNRAppEmplUserRole) role assigned. For example, this includes: Maintaining attachments for business objects and work order lines. Maintaining and scheduling work order lines. Viewing, processing, and cleaning up the work order line transactions. Viewing and cleaning up notifications. For more information on: The 'Perform work order line employee actions' role, refer to the security configuration in D365 FO. Assigning security roles to users, refer to Assign users to security roles. Set up dual-write

Set up dual-write in D365 FO

To synchronize data between the DynaRent Mobile app and D365 FO, dual-write is used. The dual-write connection links the D365 FO environment to the Dataverse environment as used by the DynaRent Mobile app.

This flow explains the dual-write setup to be done in D365 FO.

 End End Define employee company Define employee company In D365 FO, define the employment company for each employee who is DynaRent Mobile app user. The employment company is used as the default company for the related DynaRent Mobile app user. In the DynaRent Mobile app, the employment company is used to set the Default company in the parameters. If the employment company is changed in D365 FO, also the default company in the app is changed. On creation of an employee, the current company is assigned as the employment company. You can assign another company as employment company. You do so by creating an employment duration in the employment history of the employee. Several employment duration can exist for the same period. If so, the first matching employment duration is used to define the default company for the related DynaRent Mobile app user. Procedure 1. Go to Human resources > Workers > Employees. 2. In the list, find and select the desired employee. 3. On the Action Pane, click Worker. 4. In the Versions group, click Employment history. 5. Close the page.

Activities

Name Responsible Description

Set up employee with contact details

Rental Administrator

Set up the DynaRent Mobile app user as an employee in D365 FO.

Set up DynaRent resource

Rental Administrator

Set up a DynaRent resource that is linked to the employee as set up for the DynaRent Mobile app user. The DynaRent resource is required to be able to assign work order lines to the DynaRent Mobile app user.

This topic only explains the minimal required DynaRent resource setup that is required for the DynaRent Mobile app.

Set up project resource

Rental Administrator

Set up a project resource that is linked to the employee as set up for the DynaRent Mobile app user. The project resource is required to be able to create the journals when the work order line transactions are processed.

In the Resource ID field, link the project resource to the employee as set up for the DynaRent Mobile app user.

For more information, refer to Set up project resource information.

Set up number sequence for work order line transactions

Rental Administrator

A number sequence is required for the work order line transactions that are created based on activities in the DyanRent Mobile app.

Before you can use the number sequence, you must generate it.

For more information on how to generate a number sequence, refer to Set up number sequences using a wizard.

On the Set up number sequences wizard, on the Setup tab, delete all records except the record with these settings:

  • Area: Work order project planning
  • Reference: Transaction Id

Note the number as mentioned in the Number sequence field. You can use this number to find the number sequence after it is generated.

If the number sequence is generated, you can edit the number sequence. For more information, refer to Set up number sequences on an individual basis.

Set the DynaRent Mobile parameters

Rental Administrator

Set the Work order parameters that apply to using the DynaRent Mobile app.

Assign DynaRent Mobile app users to role

Rental Administrator

Each D365 FO user who must use the D365 FO functionality that is related to the DynaRent Mobile app, must have the 'Perform work order line employee actions' (DNRAppEmplUserRole) role assigned.

For example, this includes:

  • Maintaining attachments for business objects and work order lines.
  • Maintaining and scheduling work order lines.
  • Viewing, processing, and cleaning up the work order line transactions.
  • Viewing and cleaning up notifications.

For more information on:

  • The 'Perform work order line employee actions' role, refer to the security configuration in D365 FO.
  • Assigning security roles to users, refer to Assign users to security roles.

Set up dual-write

Rental Administrator

To synchronize data between the DynaRent Mobile app and D365 FO, dual-write is used. The dual-write connection links the D365 FO environment to the Dataverse environment as used by the DynaRent Mobile app.

This flow explains the dual-write setup to be done in D365 FO.

Define employee company

Rental Administrator

In D365 FO, define the employment company for each employee who is DynaRent Mobile app user. The employment company is used as the default company for the related DynaRent Mobile app user.

In the DynaRent Mobile app, the employment company is used to set the Default company in the parameters. If the employment company is changed in D365 FO, also the default company in the app is changed.

On creation of an employee, the current company is assigned as the employment company. You can assign another company as employment company. You do so by creating an employment duration in the employment history of the employee.

Several employment duration can exist for the same period. If so, the first matching employment duration is used to define the default company for the related DynaRent Mobile app user.

Set up dual-write in D365 FO

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