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. Once you have verified that access from the mobile device is working, it is recommended to setup user rights. Read more about that here: User Rights
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.
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
When using Mobile WMS the user must have below roles assigned.
| 365FO | AX2012 | AX2009/AX4.0 |
|---|---|---|
Mobile User Machine Operator (Report As Finished) Warehouse Worker | Mobile User Machine Operator (Report As Finished) Shipping Clerk Warehouse Worker Receiving Clerk | Full rights to Business Connector on the user groups. |
Licenses
https://dynamics.microsoft.com/en-us/pricing/#SupplyChain
The short version is Operations-Activity or Operations-Device licenses will cover these functions listed below.
| Shop Floor | One device used for manufacturing shop-floor functions:
|
| Warehouse Device | One device used for warehousing functions:
|