Sign in to the mobile app
- Start the app on your mobile device.
- Enter your Dynamics 365 URL.
- The first time that you sign in, you're prompted for your user name and password. Enter your credentials.
- After you sign in, the available workspaces for your company are shown. Note that if your system administrator publishes a new workspace later, you'll have to refresh the list of mobile workspaces.
View assigned work order jobs in calendar view
- On your mobile device, open the Asset management workspace.
- Select My work order jobs calendar .
- Select the date you want to view work order jobs for. In the list, you'll see the asset ID and functional location ID for each work order job.
- Select a work order job in the list to see job details: Asset and functional location details as well as other navigation links to view Attachments , Checklists , Tools , Asset counters , Notes , Journals .
Create a work order job
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order you want to create a new work order job for.
- Select the Add line button.
- Select the Asset you want to create a work order job for.
- Select Maintenance job type , Maintenance job type variant and Trade .
- Select Done .
Add attachment to a work order job
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order > work order job you want to add an attachment to. Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the Work order job details page.
- Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the Work order job details page.
- Select Attachments on the Work order job details page.
- You'll see existing attachments on the work order job. Select Add attachment .
- Enter Name and Notes for the attachment.
- Select Choose image to select a photo from the mobile gallery, or Take photo to take a photo.
- Select Done .
View maintenance checklist on a work order job
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order > work order job you want to view checklists for. Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Select Checklists on the Work order job details page.
- You'll see a list of checklist lines related to the work order job. Select a checklist line to view Instructions and add Notes .
- Select the back button ( < ) to return to the previous page.
View and update asset counters on a work order job
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order > work order job you want to view asset counters for. Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Select Asset counters on the Work order job details page.
- You see a list of asset counters related to the work order job. Select the pencil icon on an asset counter line to update the counter value.
- Enter a new counter value, and select Done .
Register consumption on a work order job
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order > work order job you want to add consumtion registrations for. Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Alternatively, you can also select My work order jobs calendar or My work order jobs list on the home page to navigate to the work order job details page.
- Select Journals on the Work order job details page.
- Select Add hours to create work hour registrations. Select the Category from the lookup. In the Hours field, enter the number of work hours spent on the work order job. Select the appropriate Line property . Select Done .
- Select the Category from the lookup.
- In the Hours field, enter the number of work hours spent on the work order job.
- Select the appropriate Line property .
- Select Done .
- Select Add items to create item registrations. Select the Item number from the lookup. Select the Site from the lookup. Enter the Quantity of items consumed. Select Done .
- Select the Item number from the lookup.
- Select the Site from the lookup.
- Enter the Quantity of items consumed.
- Select Done .
- Select Add expense to create expense registrations. Select the Category from the lookup. Enter the quantity for the expense registration. Select the Sales currency from the lookup. Enter the Cost price for the expense registration. Select Done .
- Select the Category from the lookup.
- Enter the quantity for the expense registration.
- Select the Sales currency from the lookup.
- Enter the Cost price for the expense registration.
- Select Done .
Update lifecycle state on a work order
- On your mobile device, open the Asset management workspace.
- Select All maintenance work orders .
- Select the work order you want to update lifecycle state for.
- Select the Update state button at the bottom of the screen.
- Select a new lifecycle state from the list.
- Select Done .
Create a maintenance request
- On your mobile device, open the Asset management workspace.
- Select All maintenance requests .
- Select Actions at the bottom of the screen, and select Create maintenance request .
- If number sequence is enabled for maintenance requests in Asset management , the Maintenance request field is hidden because it is automatically filled out. If the Maintenance request field is visible, enter a maintenance request ID.
- Select a Maintenance request type .
- Enter a Description for the maintenance request.
- Select the Asset you want to create the request for.
- Select the Service level for the maintenance request.
- Select Done .
Add attachment to a maintenance request
- On your mobile device, open the Asset management workspace.
- Select All maintenance requests .
- Select the maintenance request you want to add an attachment to.
- Select Attachments at the bottom of the screen.
- Select Add attachments .
- Enter Name and Notes for the attachment.
- Select Choose image to select a photo from the mobile gallery, or Take photo to take a photo.
- Select Done .