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Enable mobile experiences Microsoft Dynamics 365 for Finance and Operations

Learn about current mobile options, upcoming strategies to enable mobile experiences, tips for using Dynamics 365 on smartphones, and plans for future improvements.

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Enable mobile experiences Microsoft Dynamics 365 for Finance and Operations

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  1. Enable mobile experiencesMicrosoft Dynamics 365 for Finance and Operations Chris Garty, Senior Program Manager THR1026

  2. Agenda • Overview of current mobile options • Plans for mobile experiences • Enabling those mobile experiences

  3. Current mobile strategyFour options… • Web Client • Aggressively adding responsive support for smartphones. Will add a wrapper app in the near future for push notifications and performance optimizations. • Mobile Client • Dynamics 365 Unified Operations app provides support for scenarios that need offline • Custom Build: Xamarin • Via Xamarin (like us) or other mobile frameworks • Custom Build: PowerApps • Via the connector or CDS

  4. Mobile experiences • Connect via smartphone browser • Internal audience • Simple forms look great. Complex forms require side scrolling, for now. • Plan to use wrapper app for mobile push notifications, faster startup, etc. • Improved lookup experience and visuals in Platform Update 16* • Prioritizing mobile support in the Web Client: grids, tabs, SL&D, action panes.. Responsive web client • Connect via Dynamics Unified Operations apps for iOS and Android • Internal audience • Offline support. Optimized for mobile. • Use existing workspaces or add to meet scenario needs Mobile client • Connect via the Dynamics 365 for (Finance and) Operations connector • Internal audience • Can also be embedded in the Client from Platform Update 14 • Build to meet scenario needs Custom build: PowerApps Custom build: Xamarin • Connect to custom services or OData service • Internal or external audience • Other mobile frameworks can also be used. Warehouse Solutions app is built on Xamarin. • Build to meet scenario needs

  5. Guidance: Choosing between mobile experiences • Offline • If users don’t need offline, use the Web Client on the mobile device. • If users need offline and an existing workspace covers their scenario, use the Mobile Client. • If users need offline and an existing workspace does not exist, evaluate building for Mobile Client vs building a custom solution in PowerApps or Xamarin. • Specific experience • If users have a specific scenario that the Web Client and Mobile Client don’t cater to, then custom build in PowerApps or Xamarin.

  6. High level plan through 2019Enabling a better experience for Web Client on mobile • Add responsive capabilities to Web Client • Responsive Grids to reduce side scrolling • Responsive Simple List and Details to provide progressive display from List to Details (and reduce side scrolling) • Responsive Action Panes to collapse and contract as needed • … and other responsive layout features that provide the greatest usability improvement • Add mobile app for Web Client to ease access and enable device-specific behaviors • Add listing for mobile app in app stores to make acquisition easier • Add environment lookup and selection to make sign in easier • Add push notifications to alert user • Add performance optimizations via caching

  7. Web Client on a Smartphone Before and after responsive tweaks delivered in PU16

  8. Before: Dashboard looks good

  9. After: Dashboard looks good

  10. Before: Navigation looks good

  11. After: Navigation looks good

  12. Before: Standard menus display well

  13. After: Standard menus display well

  14. Before: Workspaces look ok

  15. After: Workspaces look ok

  16. Before: If Action Panes are collapsed, most forms and parts of forms look ok

  17. After: If Action Panes are collapsed*, most forms and parts of forms look ok *New responsive tweaks will save vertical space by (1) hiding Action Pane by default and (2) removing the “Click the edit button to make changes” prompt

  18. Before: Details view on Details Forms looks good Fields display in a single column Fast Tabs display in a single column

  19. After: Details view on Details Forms looks good Fields display in a single column Fast Tabs display in a single column

  20. Before: Some things just need minor tweaks Table of contents tab labels not in view Details Form record list looks good, but doesn’t hide after record is selected

  21. After: Some things just need minor tweaks Table of contents tabs should show as an initial screen, with contents revealed on click* Details Form record list looks good, but doesn’t hide after record is selected* *Deliverables planned

  22. Enabling Web Client on mobile • To get to the environment: • Touch on environment in home.dynamics.com • Or touch on environment URL in an email • For quick access in the future: • Touch the “Share” button • Then “Add to Home Screen” • For easier authentication: • Consider saving the website/account password on the mobile device (as long as device has PIN/biometrics)

  23. Mobile Client

  24. Enabling Mobile Client • Publish one or more workspaces via: • Settings -> Mobile app -> [Select workspace] -> Publish • Create and export new workspaces • Import workspaces from partners

  25. Custom build: PowerApps A brief look at PowerApps “App from Data”

  26. Enabling and building PowerApps Create a PowerApp for Finance and Operations • Navigate to web.powerapps.com • Apps -> Create an app -> New Connection • Select “Dynamics 365 for Operations” • Authenticate, select your environment, and select an entity • Once generated, select useful fields for the List/Details/Create views

  27. Example PowerApp: Customers Customers App • Entity: CustomersV3 • List Fields • AddressDescription • CustomerAccount • CustGroupId • Details Fields: • Customer account • Name or description • Customer group • Country/region • Currency • Company • Search expression

  28. Example PowerApp: Vendors Vendors App • Entity: CustomersV2 • List Fields • VendorOrganisationName • VendorAccountNumber • VendorGroupId • Details Fields: • Vendor account • Name • Group • ZIP/postal code • Country/Region • Company • Search expression

  29. Q&A Mobile Client docs: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/mobile-apps/platform/mobile-platform-home-page PowerApps docs: https://docs.microsoft.com/en-us/powerapps/maker/ Chris Garty - chris.garty@microsoft.com

  30. Please evaluate this sessionYour feedback is important to us! Please evaluate this session through MyEvaluations on the mobile appor website. Download the app:https://aka.ms/ignite.mobileApp Go to the website: https://myignite.techcommunity.microsoft.com/evaluations

  31. PowerApps offline capabilities Documentation • Build offline apps with new PowerApps capabilities - May 5, 2017 • Implementing Offline Capability In Your App - January 30, 2018 Demo videos • No Internet? No Problem! [PowerApps] - March 8, 2018 - 9m02s • PowerApps - offline support demo - February 6, 2018 - 1m23s

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