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

Set up DynaRent resource
Application task

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.


Standard 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. Link the DynaRent resource to the employee as set up for the DynaRent Mobile app user.
  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. Consider adding a resource group.
  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. Consider defining the capabilities of the resource.
  To add a capability, expand the Capabilities section, click Add, and fill in the fields as desired.
11. You can define the desired default financial dimensions for the resource.
  Expand the Financial dimensions section and fill in the fields as desired.
Related to Notes

Set up D365 FO for DynaRent Mobile

 		 

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