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This section describes the steps that shall be performed once per company.

4.1 One click Setup

Once the model is installed, your devices have full access to all menus.

This enables you to verify faster that Azure and Start.CFG is correctly setup.

First login / One Click Setup

Placeholder iconImage AddedAt his point you should be able to login to the device and see a Main Menu with different icons/pages on it. If you see an empty Main Menu you have successfully log in to the device but the user has not be set up to see any pages. Please read more about User rights and Menu setup below.

When no warehouses and menu groups (user groups) has been set up the user should be able to see all the menu items. 

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After verifying that the user was able to log on the device.

Once you have verified that access from the mobile device is working, it is recommended to setup user rights. 

  1. Read more about that here: User Rights (External link) 
  2. Read more about configurations here: How to get started (
AX/FO)

No main menu's after you login? (Applicable to Dynamics 365FO Version 3.14 or newer)

  • verify that you have assigned the user to a user group
  • you have assigned main menu's to that same user group
  • Enforce a new application configuration version by navigating to "Mobile WMS/Setup/Pages" and select a random page. On this page you scroll down to menu items and move a menu item up or down. This will create a new version, and after you login again you will see all assigned main menu's. See image below marked in yellow the up/down buttons.

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Solving Installation Problems

These problems are commonly seen.

Symptom

Possible cause / How to solve

When device logs on a new environment - error message

Missing redirect URI’s to the new environment in the app registration.

On the device the main menu is empty.

The user is allowed to login – but is not assigned to a group with any menu setup. Please assign the user to a user group and ensure that user group has main menus assigned.  Click Menu to assign menu's to user groups.

Pick/Receive is chosen – but nothing is shown.

Check if the Warehouse dropdown shows any warehouses – the user (group) is not assigned any warehouses.

User not allowed to use service.

The user must have a minimum security role as “Mobile User”. This gives access to use the service.

User Roles in AX/FO

Insert excerptUser RolesUser Rolesnopaneltrue

Licenses

Insert excerptLicensesLicenses
  1. External link)
    The warehouse set up can be done here: Warehouse Setup 


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When the User Rights and Warehouse Set Up has been completed. You are ready to go. 


All the different pages in the system can be set up here: Pages overview 
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For additional information about Licenses, User Roles and Solving Installations Problems go to this page: Additional Installation Information

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