Posts Tagged ‘ Mobile App

Dynamics 365 Finance and Operations web formları üzerinden nasıl yeni mobil formlar yapılır?

Bu yazıda Dynamics 365 Finance and Operations formlarından nasıl yeni mobil form üretileceğini anlatmaya çalışacağım. Bir önceki yazımda standart mobil ekranların nasıl yayınlanacağını ve mobil aletlere Dynamics 365 Mobile App in nasıl kurulabileceğini anlatmıştım.

Bu örnekte çok basit bir listeleme ekranı yapacağız. Ben örnek olarak tüm ürünler formunu seçtim. Product information managment -> All products and product master formunu açıyoruz.

Resim-1

Read more

Dynamics 365 Finance and Operations Mobile App Nasıl Kurulur ve Kullanılır?

Bu yazıda Dynamics 365 Finance and Operations ile gelen Mobile app özelliğinden bahsedeceğim. Dynamics 365 Finance and Operations ile standartta gelen birçok mobile uygulama mevcut sizde yeni uygulamalar yapabilir hali hazırda olan formları da mobile uygun hale getirebilirsiniz. İlerleyen yazılarda yeni mobile uygulama yapımlarını da anlatacağım. Bu yazıda birkaç uygulama yayınlayıp onları Android telefonuma kurduğum uygulama üzerinden göstermeye çalışacağım.

Öncelikle Dynamics 365 Finance and Operations giriş yapıyoruz. Ayarlar kısmından Mobile app’e tıklıyoruz.

Resim-1

Read more

How to make new mobile forms on Dynamics 365 Finance and Operations web forms?

In this article, I will try to explain how to generate new mobile forms from Dynamics 365 Finance and Operations forms. In my previous article, I explained how to publish standard mobile screens and how to install Dynamics 365 Mobile App on mobile devices.

In this example, we will make a very simple listing screen. I selected the all products form as an example. Open the Product information managment -> All products and product master form.

Image-1

Click on the Mobile app from the settings icon.

Image-2

Click the ellipsis icon from the form that opens and click Create.

Image-3

Enter the information of the mobile form you want to create. Then add a page by clicking Add page.

Image-4

When you click Done, the page creation screen opens.  Here, click Select fields to open the screen where you can select the fields you want.

Image-5

Select the fields by clicking the + icons.

Image-6

I added two fields. After finishing the process, click Back and return to the first page.

Image-7

You see the page you created on this screen. You can create multiple pages.  Continue the process by clicking Done.

Image-8

Id is created here. Complete your mobile worksheet by clicking Save.

Image-9

You can now see it in the list. Publish it by clicking Publish. You will now be able to see the product list form from the application on your phone.

Image-10

Open the application on your phone and log in.

Image-11

Check I understand and tap Connect.

Image-12

My Products appears on the page that opens. If you entered before, you need to refresh.

Image-13

Once you enter, you see the list form you created.

Image-14

When you click and enter, your products are listed. We added two fields, and they are one under the other.

Image-15

In this article, I tried to explain how you can create mobile forms from any form. I exemplified it with a very simple form, but you can do it with forms with more complex data entries. I will also refer to more advanced examples in my next articles. Preparing such easy mobile forms will be very useful in projects. Thanks to this, many simple needs can be solved at no cost. Application consultants should learn the capabilities of this thoroughly and direct the emerging needs to this.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Mobile app, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apps, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM

How to Install and Use Dynamics 365 Finance and Operations Mobile App?

In this article, I will talk about the Mobile app feature that comes with Dynamics 365 Finance and Operations. With Dynamics 365 Finance and Operations, there are many mobile applications that come as standard. You can create new applications, and you can make the existing forms suitable for mobile. I will also explain new mobile application creation process in the following articles. In this article, I will publish a few applications and try to show them through the application I installed on my Android phone.

First, log in to Dynamics 365 Finance and Operations. Click Mobile app from the settings.

Image-1

Available mobile apps will be listed.  You can select the ones you want and Publish.

Image-2

For Android, search for Microsoft Finance and Operations (Dynamics 365) in the Google Play Store, search for Finance and Operations (Dynamics 365) in the App Store for Apple and install the application. I installed it on Android.

Image-3

After the installation is complete, open the application. Enter the link of the environment you want to connect to and click Connect.

Image-4

Here you need to grant permissions.

Image-5

You have to check I Understand and tap Connect. You will need to enter the user and password on the screen that appears.

Image-6

The application is ready. First let’s select a company. Click on Change company from the hamburger menu.

Image-7

Companies will be listed here. Dat is not used because it is the default company. Here you can select the company you want to work with.

Image-8

When you go to the workspace, you will see the applications you Published. You can now start using it. I opened the Project Time Entry application.

Image-9

Once you enter it, a new login page link appears.

Image-10

When you click it, the date selection screen opens. I opened the screen for creating a new record with New Entry below.

Image-11

This is the new record entry screen. Records entered here will appear directly in your Dynamics 365 Finance and Operations environment. Since I do not want to corrupt the data in the environment I use, I did not log in.

Image-12

In this article, we made an introduction to the Mobile App. I tried to explain how we can start publishing and using the installation and standard mobile applications. In my next articles I will try to explain how you can make your own mobile applications.

Regards.

www.fatihdemirci.net

TAGs: Microsoft Life Cycle Services, LCS, Azure, Azure DevOps, Mobile App, Microsoft Dynamics 365, MsDyn365FO, MsDyn365CE, MsDyn365, Dynamics 365 Insights Power BI, Power Automate, Power Apss, Power Virtual Agents, what is Dynamics 365, Dynamics 365 ERP, Dynamics 365 CRM