How to Configure Mobile Devices for Warehouse Work in Microsoft Dynamics 365 F&SCM

In a fast-paced warehouse environment, mobile devices are key to executing and tracking operations efficiently. Microsoft Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) offers a powerful Warehouse Management mobile app that enables users to perform tasks like receiving, picking, cycle counting, and inventory movements—all from a handheld scanner or mobile device.

In this post, we’ll walk through the essential steps to configure mobile devices for warehouse operations in D365 F&SCM, including setting up mobile device users, creating mobile menu items, and configuring the mobile app.

Step 1: Enable the Warehouse Management Mobile App

Before you configure devices, make sure the Warehouse Management mobile app is enabled and installed:

1. Install the app: Download the “Warehouse Management” app from Microsoft on your mobile device (available for Android and iOS).

2. Enable the feature: In D365, navigate to Feature management, search for Warehouse Management app, and enable it if it’s not already active.

Step 2: Set Up Users for Mobile Devices

Each warehouse worker using a mobile device needs a mobile device user account. These are separate from D365 user accounts and are specific to warehouse operations.

1. Go to Warehouse Management > Setup > Worker.

2. Select or create a worker, and assign a Default user ID.

3. Go to Warehouse Management > Setup > Mobile device > Mobile device users.

4. Create a new mobile user with:

   • User ID: Matches the worker’s default user ID.

   • Password

   • Warehouse (optional, to restrict user access)

   • Assign the appropriate User warehouse and Default work user ID.

Step 3: Configure Mobile Device Menu Items

Menu items define what actions users can perform (e.g., pick, receive, move inventory).

1. Go to Warehouse Management > Setup > Mobile device > Mobile device menu items.

2. Create new items for tasks like:

   • Work: Picking, receiving, replenishment.

   • Indirect: Break, login, view work list.

   • Inventory: Movement, cycle count, adjustments.

3. Choose an appropriate mode:

   • Work (linked to system-directed work)

   • Indirect (not linked to work)

   • Inventory (manual inventory updates)

4. Define the Directed by logic (User-directed or System-directed).

5. Optionally set up Display settings to customize the prompts shown to users.

Step 4: Build Mobile Device Menus

Menus help organize tasks and make it easier for users to navigate on mobile devices.

1. Go to Warehouse Management > Setup > Mobile device > Mobile device menus.

2. Create a new menu and add the desired Menu items.

3. Nest submenus if needed to group similar tasks.

4. Assign the menu to specific users or warehouses.

Step 5: Configure Warehouse App Connections

The mobile app needs to connect to your D365 environment.

1. Open the mobile app on the device.

2. Tap + Add connection.

3. Enter:

   • Name: A friendly name for the connection.

   • URL: The D365 base URL (e.g., https://{yourenvironment}.cloudax.dynamics.com).

   • Company: Your legal entity (e.g., USMF).

4. Click Save and log in with the mobile device user ID and password.

Step 6: Test the Mobile Device Functionality

Once everything is set up:

• Have a user log in with their mobile credentials.

• Navigate through the menu to ensure the correct options are visible.

• Perform a test transaction, like a picking or cycle count.

Troubleshooting tips:

• Double-check menu item configurations if options aren’t showing.

• Make sure mobile users are linked to valid workers and warehouses.

• Validate security roles if login fails.

Final Thoughts

Configuring mobile devices in D365 F&SCM ensures your warehouse workforce can complete tasks efficiently and accurately, with real-time data syncing into your system. The flexibility of the Warehouse Management mobile app allows you to tailor workflows to fit your unique operational needs.

For more advanced scenarios, consider:

• Barcode Scanning Integration

• Customizing Mobile Steps Using Power Apps or X++

• Using Task Interleaving for efficiency gains