Microsoft Dynamics NAV 2009 includes mobile functionality that enables users to interact with the server from a mobile device. To be able to use the mobile functionality, you need to define and set up the following:

Mobile users

You can set up existing users to have mobile capability. For more information, see How to: Set Up Mobile Users in Microsoft Dynamics NAV Classic.

Languages

You can specify the language of the mobile application. For more information, see How to: Set Up Languages for Mobile Users in NAV Classic

Document types

Data between the mobile device and server is exchanged as XML documents. You must define the document types in Microsoft Dynamics NAV that determine the data that can be exchanged. For more information, see How to: Set Up Mobile Document Types in Microsoft Dynamics NAV Classic.

Document schemas

To validate request documents, you can add document schemas to document types. For more information, see How to: Import, Export and View Document Schemas in Microsoft Dynamics NAV Classic.

Document handlers

In Microsoft Dynamics NAV, codeunits handle incoming requests from mobile devices. For more information, see Defining Document Handlers in Microsoft Dynamics NAV.

Setting up Mobile Sales

Mobile Sales includes integration with the Microsoft Dynamics NAV application in a number of places. For example, Mobile Sales contains activities that interact with to-dos in the Microsoft Dynamics NAV application. For more information, see Using Mobile Sales with Microsoft Dynamics NAV Classic.

Setting Up Mobile Users and Access

To control access to the Microsoft Dynamics NAV from mobile devices, you set up mobile users and user groups. Mobile users send request documents to Microsoft Dynamics NAV for processing. There are different request documents for different purposes. For example, there can be a request document for creating sale orders and another for adding to-dos. You might not want all mobile users to have permission to send all request document types. So, by assigning mobile users to a mobile group, and then assigning the group to a document type, you can control who has permission to send request documents of that type.

NoteNote

To create or modify mobile users, your user account must include a Super security role or MOB-SERVER-SETUP security role.

To set up mobile users, you must carry out the following tasks:

  • Specify their Windows login.

    Mobile users must have a Windows login in Microsoft Dynamics NAV Classic. Before you can set up mobile users, you must set up one or more users in the Windows Logins window. For more information, see Creating Windows Logins. Alternatively, you can create database logins and assign permission to the users through Windows groups before setting them up as mobile users and adding them to mobile groups.

  • Assign mobile security roles.

    Like other users in Microsoft Dynamics NAV, mobile users are assigned security roles to their Windows logins that give them certain permissions. Microsoft Dynamics Mobile - Server Components in Microsoft Dynamics NAV includes predefined security roles that give permission to mobile-related functionality. For more information, see How to: Set Up Mobile Users in Microsoft Dynamics NAV Classic.

Specifying the Mobile Language

You must specify the language of error messages and values for option fields that are shown to mobile users on their devices. The mobile languages must be set up in advance and you must specify which language each mobile user uses. For more information, see How to: Set Up Languages for Mobile Users in NAV Classic.

Setting Up Document Types

In Microsoft Dynamics NAV, mobile users can send data from a mobile device to the server as request documents. To receive request documents, you must first define a document type for the incoming request documents. When you create a document type, you can assign the document type to a mobile group that allows the members to submit request documents from mobile devices. For more information, see How to: Set Up Mobile Document Types in Microsoft Dynamics NAV Classic. To validate input from mobile devices, you can apply schemas to the document types. The schemas validate incoming XML to ensure that it contains the expected elements and that each element value complies with the data type for that value. For more information, see How to: Import, Export and View Document Schemas in Microsoft Dynamics NAV Classic.

See Also