Sales order management app for Operations

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Hello, my name is sherry and I'm going to take you a quick tutorial how to get started with creating mobile work spaces and...microsoft dynamics three sixty five or operations mobile ...on the left-hand side of the screen front and I'm running dynamically ...or operations and microsoft edge and on the right-hand side of the screen I'm projecting andrew device on to my computer screen is a physical...that haven't ...as I interact with advice you'll be able to see my finger trails on the screen I can also...device using the mouse and keyboard...that hash directly to the ...device so the first thing we're going to do is we...started is sign into the at the first signing into the app is to provide with the address for my particular operations description in that case the addresses up here and the address bar. ...go ahead and ace that address into the mobile ...using the mouse and keyboard on my computer. The next step is to specify the company id company is also known as a legal entity in this case I'm using us in math so...specify us in a mobile lab now entering the company id or entering the legal entity into the whole is an optional step it's not require if you don't specify the company id then when you log in you'll be placed into whatever your default legal entity or default company is based on your operations user preferences so after specifying the address and optional specifying my legal entity...time on connect? The next step is the as a user of the mobile of...provided with a disclaimer ...with this is informing me is that when I connect to this operations instance metadata and executable code will be downloaded from this operations instance and into my mobile device ...executable code can be executed within the process of the mobile app of ...physically by operations mobile out this is important because the mobile ...may have been granted provisions from the...user I may have given the mobile that ...to access my files and access my camera and that case the executable code that is download from...operations distance will also have access to my files and access to my camera and this executable code is not necessarily cohen provided by microsoft is code divided by whoever runs that operations instance so...informing the user of that basically chat I understand and when they...connect the v taken into the microsoft as you're active directory login screen and here the simply provide ...credentials for whatever user account they used to log into operations in this case I'm using the administrator account I don't need to use administrator account along ...the mobile out but for the sake of the demo I am so let me go ahead into the imagery credentials? ...as...let me go ahead minimizes...take that information. Pentagon...have assign n. Right and the first thing we see is a prompt this is the wrong as...going to give ...to the apt to access thousand device this is necessary for some of the scenarios we'll see later on editorial videos where you can access the thousand advises part of capturing a document uploading the document in...business process. All right so what we see...the mobile device now is what we're calling the mobile dashboard and what it shows the list of mobile...spaces...the list of mobile ...not a one-to-one correlation but the list of...spaces we see here ...the operations klein each one of these mobile work spaces was independently crafted for particular mobile scenario with a very specific mobile optimized user experience? In this case we have these sample reservation management...will touch on a later video we also have four of them awards bases that we've already...at this point from microsoft to our customers cost controlling inventory on hand sales ...collaboration there won't be touching on those were spaces and editorial video and this video we focused on creating one from scratch and we'll touch on some of the basic concepts involved in creating a mobile workspace solely the andrew device alone for...back into the web client where use operations the first thing we're going to do is make sure that we have are you are parameter set of correctly I need to be log in as an administrator in order to create and publish mobile...spaces...log in as a system administrator user operations the second thing we want to do is access the mobile that menu and this ...will be hidden unless you've added the url parameter animal because model to the url single and add that refresh the ...after that you'll see the mobile that ...design selected and now the mobile at designer shows up so the pain that you see on the right-hand scientists pinned into the web client we call this the app designer or the mobile workspace designer ...allows you to do is control...publishing and editing of... So, move over this demo ...go ahead and create a new I'm running microsoft dynamics is sixty five or operations on top of our platform update for version which is why this ...been different if you're running platform update during all right so the first thing I do is click ...button and say create. Right now and taken to the basic page where provide some information for them or workspace I'm given a name description color and icon and these are the things that are going to be displayed in this list. I'll try and using color next. And, in june icon. Right so I'm essentially designed the...space and all it takes to get an entry to a peer inside of the whole dashboard...design of ...space the next step is to...done. Provide with some information for the mobile workspace ...may be useful later on especially the id of developing my mobile business logic but we'll save that for later via when... ...so because I'm...platform of the ...have the option of publishing or I'm publishing my work space and by default when you create them awards bases and...so this is not published here on...publish. On my words ...published and...back to my mobile device and whatever and new ...spaces published the way that you refresh the list of work space from the mobile devices by polling to refresh on that... ...space now here's the bottom I can go ahead...tap that workspace. And, by...workspace I'm...through the work spaces landing page now in this case the landing page id for...the list of pages that exist inside of this ...workspace...haven't created the ages yet for ...space so let's go ahead and go back to normal dashboard unless ...them awards based adam page so I've selected them awards base things like look at ...I click and page. Now what I want to...want this page to display a list of all sales orders subtle ...all sales orders into the page title. Leave the page description...for now... Right now...into the page design experience. Now the page design experiences one very important...on...design experience...the select feels this is the button that allows you to determine what data what data fields what information you want to display...the user of the mobile workspace to...that ...openness page and you get to select that data by opening an existing form in your operations what client so I'm going to show you how that works and I'll explain a bit about what happens ...the scenes. So, the first step is to open...data online in this case the all sales orders form has information I want so I go ahead and over that. Right and now the four has organism...so now it's important that whatever I'm designing a page and later on when I'm designing an action for the page that I always make sure I use a form that is a top-level form that means that the form has to be accessible directly from the menu somewhere inside ...menu it should be available are also...I can search for the form ...usable as well but it needs to be...top-level form that need to search for our access from the menu right if I have a form that ...immediately available from the menu or immediately those available from searching and we have a way of working around that but it goes against our best practices and our design... the mobile out I can show you how we work around in our next...so this first...simply going to create a list of sales orders and just open the all sales...form and I haven't interact with ...at all that's important...navigated anywhere haven't done any buttons I've opened it and it has initialize and...default state. The next step is to clicks and fields. Right I clippings like...and taken into the ages...experience when our can select the data that I want to display inside a mobile lab. And, we see something...now have an orange border around form and the elements of the form that I can select to display inside of the whole...dragons...to display inside of my all...wars page. Have a plus...each one of the fields that I can so in this case and something as like the cells variety the customer count the customer name? And, the sales singer. So, as I selected each one of those fields we notice on the right-hand side of the list of ...updated so now I see myself variety ...the name and these cells taker all appear in his design and I can see that these are coming from a grid so the system the mobile framework understand that these ...coming karma great so when we render this page inside a mobile lab will also rendered as a grid or as a list so these are all the fields ...select for this particular all sales orders page I'll go and click on done as a ...page design experience ...so the orange border has disappeared and in recent years now ...which but I do not wish to...back this will take me back to the mobile or space...now as ...and the list of pages we have all sales orders as exactly what I expect ...to make any changes to the workspace information so I'll have done... ...good-morning this-is going-to overwrite my existing...to...I do ...their ego was an updated and it's already published as great. So, now as a user whatever my administrator updates the metadata for one of org spaces I need to be informed the range of refreshed and...that doesn't happen automatically because the mobile lab is...highly connected client that the user has to ...refresh so in this case the sales order management workspace was the one that was update of our...refresh on his workspace...new information... And, we go so now...those ages there and I can navigate two-mile sales orders. Right and the data appears inside of a mobile device...the same list ...sales orders I see here and ...client or cells or seventy two is the least and... for feels isolated the...or even customer count customer name and sales ...have a...this information is made available to the mobile lab I'll give you a short explanation for how that happens so as a part of designing the page I open top-level form and then I selected for fields that I want to hear so the mobile framework understands that those things occurred understands the top-level form all sales orders needs to be open and understand that a copy the values from each of those for fields and also understands that those values ...coming from within a grid so...iterate over all the records in the data source and these are the cache size and once it does...values down to the mobile labs so every time that the user ...the first-time user opening all ...because in the data...the server...will be loading the have a ...bar that top as we saw previously. As a part of the learning process what we're doing on...bag in his...all ...that all sales was form or opening it...that particular user context in this case we're opening...form as it manage traitor ...waiting for the formalization logic to complete waiting for things like execute query to complete and once the form is done it's initialized then we go into the process of copying those field values out from each record in the data source and that goes out to a particular cash size we'll talk about...size and later video so once what's the forms initialize we copy the data values we iterate over the records within serialized information and we send it down to the mobile device to display it to the user now once this...to the user the information is also cash that is ...on the mobile device the information we cache is not just a list of records in ...the cells...on top of the customer count right...the customer name on ...the cells taker but also understand a bit about the underlying data bindings and the entities or rather the tables that drive is data we understand that this information is actually coming from this sales table wins and their fields and sales table ...those fields are two related fields such as the customer count or the cells ...so we're getting that metadata tag and ...that schema information is also available inside the mobile appointees downloaded rendered...schema information is really important for a lot offline scenarios we enable because to handle some of these scenarios and offline matter we have to understand whenever it was created when a record of deleted what that means for its entity and it's related entities all dive into a bit more later video and that's all we have this initial video and the next video will step into how do we create a navigation from this list the sales orders into the sales order details.