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Mobile device user settings

The new Warehouse Management mobile app has a set of app-specific settings that help tailor the user experience. Because the app can be used on devices of different screen sizes and configurations (such as tablet, phone, or arm-held), it can be useful to centrally manage these settings from Microsoft Dynamics 365 Supply Chain Management.

The mobile device user settings feature lets you define global user settings that will be used on all devices. You can also define more granular user settings for individual device brands, device models, and/or workers. When a worker signs in to the Warehouse Management mobile app, the app fetches and applies the most specific settings profile that is stored in Supply Chain Management for the matching brand, device, and/or user ID.

This feature can help workers get started more quickly whenever they begin to use a new device. Here are some examples:

  • Admins can establish a standard set of preferences that work best for devices from a specific manufacturer and/or for specific device models. Therefore, workers can get started with a new device without necessarily having to change the settings.
  • If your company has a pool of identical devices that are shared among workers, workers will see their preferred setup every time that they sign in, even if they have never used the specific physical device that they selected on a given day.
  • In Supply Chain Management, admins can view and edit all stored settings, even for individual workers. This capability can help them troubleshoot or fine-tune new features.

Create and manage user settings

Use the Mobile device user settings page to create, view, and manage settings profiles at all levels of granularity. The first time that a worker edits their user settings on a new device, a new profile is automatically added on this page, if it doesn't already exist. That profile is then updated every time that the worker makes a change.

You can also define a settings profile that applies to all device brands, device models, and/or workers. You can then increase the granularity by applying more specific settings for individual brands, models, and/or workers.

Follow these steps to create and manage user settings for your mobile devices.

  1. Go to Warehouse management > Setup > Mobile device > Mobile device user settings.

  2. Select an existing user settings profile in the list pane to open its record. Alternatively, select New on the Action Pane to create a new profile.

    Each profile in the list pane is labeled to indicate the brand, model, and/or user ID that the profile applies to. More general profiles have a value of All for some or all of these characteristics.

  3. In the header section of the record for the new or selected settings profile, set the following fields:

    • Device brand name – Select the device brand name that the profile should apply to. If the profile should apply to all brands, leave this field blank. The list of values includes all the brands that have been defined in your system. For information about how to define the list of brands, see the next section.
    • Device model ID – Select the device model that the profile should apply to. If the profile should apply to all models of the selected brand, leave this field blank. The list of values includes all the models that have been defined for the brand that is selected in the Device brand name field. For information about how to define the list of models for each brand, see the next section.
    • User ID – Select the user ID of the warehouse worker that the setting profile should apply to. If the profile should apply to all workers, leave this field blank.

  4. On the General FastTab, set the user settings values that you want to apply. These settings are the same as those offered in the app itself, but the app also provides some extra settings that aren't available here in the web client (including Server request timeout and Configuration mode). Learn more about the available settings in User settings, color themes, and sound themes.

Set local user settings in the Warehouse Management mobile app

Workers can set their own local user settings in the Warehouse Management mobile app. These settings override the default settings set by the admin. For example, a worker might prefer to use a different theme, sound level, or text scale. When a worker signs in to the Warehouse Management mobile app, the app fetches and applies the most specific settings profile that is stored in Supply Chain Management for the matching brand, device, and user ID. When a worker changes their local settings, the app updates the settings profile that is stored in Supply Chain Management for the matching brand, device, and user ID. If no matching profile exists, a new one is created.

To set local user settings in the Warehouse Management mobile app, sign in to the app and then select the Settings button, which is the gear icon in the top-right corner of the screen. Learn more in User settings, color themes, and sound themes.

Create and manage mobile device brands

Use the Mobile device brands page to view, create, and manage the device brands and models that can be used with your settings profiles. The mobile app automatically fetches and submits the local brand name and model ID the first time that a worker edits their settings on a given device. Therefore, most of these records will usually be automatically generated. However, you can also manage all the records on this page. For example, you can give more useful descriptions to each brand and model to help distinguish similar or cryptic model IDs.

Follow these steps to create and manage your mobile device brands and models.

  1. Go to Warehouse management > Setup > Mobile device > Mobile device brands.

  2. In the list pane, select a mobile device brand to open its record. Alternatively, select New on the Action Pane to create a new brand.

  3. In the header section of the record for the new or selected device brand, set the following fields:

    • Device brand name – The brand name of the device, such as Microsoft Corporation.
    • Description – You can enter a description to help distinguish brand names.

  4. The Mobile device models FastTab shows all the models for the selected device brand. Use the buttons on the toolbar to add rows to the grid or remove rows. For each row, you can set the following fields:

    • Device model ID – The device model ID, such as Surface Book 2.
    • Description – You can enter a description to help distinguish model IDs.