Before you can use the DyanRent Mobile app, setup is required in D365 FO.
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:
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:
For more information on:
|
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. |