Sales orders mobile workspace for Microsoft Dynamics 365 for Operations app

Prerequisites

Overview

This mobile workspace accesses the Dynamics 365 for Operations application and lets you view detailed information about each sales order, such as, order status, customer contact information, and order taker contact information.

The mobile workspace provides an instant view of the sales orders. You can view sales orders by customer, or view all sales orders, or view information about a specific sales order.

The mobile workspace provides two views to help you analyze sale orders in depth.

View all sales orders

This view lists all sales orders.

• Use one of the following filters to select the sales orders that you want to view.
  • Search by sales order
  • Search by customer account
  • Search by customer name
  • Search by status
  • Search by release status
  • Search by created date and time

• After you select the sales orders, you can view the details of specific orders. Specifically, you can view:
  • Customer name and address information
  • Different sales order dates, such as requested ship date and confirmed ship date
  • Order taker contact information
  • Customer contact information
  • Order lines
  • Shipments that show how and when a sales order has been shipped

View orders for a customer 

This view lists sales orders per customer.

• Use one of the following filters to view orders for a customer.
  • Search by name
  • Search by account

• After you select a customer, you can view:
  • Customer name and group
  • Customer contact information
  • Customer sales orders and details about the sales orders:
    • Customer name and address information
    • Different sales order dates
    • Order taker contact information
    • Customer contact information
    • Order lines
    • Shipments that show how and when a sales orders has been shipped

Get started

Follow these steps to get started using the sales orders mobile workspace on your mobile device.

1. On your mobile app store, download and install the Microsoft Dynamics 365 for Operations app.
2. Start the app on your device.
3. Enter your Dynamics 365 URL.
4. Enter the company to sign in to. For example, enter USMF.
5. The first time that you sign in, you’re prompted for the user name and password for your Microsoft Dynamics 365 for Operations account. Enter your credentials. After you sign in, you see the available workspaces for your company.

To view workspaces on your mobile app, you must first publish the desired workspaces to the Dynamics 365 for Operations app.

1. Start Dynamics 365 for Operations.
2. Go to System administration > Setup > system parameters.
3. Select Manage mobile app.
4. Select the workspace to publish to the mobile platform.
5. Select Publish workspace.
6. Refresh your device to see the published workspaces.

View information about sales orders for a customer

1. On your mobile device, select the Sales orders workspace.
2. Select View orders for a customer.
3. Use Account or Customer Name information to find the desired customer.
4. Select the customer.
5. Select Contact information or Sales orders.
6. If Sales orders is selected, a list of sales orders for the customer will be displayed.
7. Select Sales order.
8. Here you can view information about sales order lines, shipments, customer contact information, and order taker contact information.

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