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My team mobile workspace

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Important

The finance and operations (Dynamics 365) mobile app and platform are no longer supported. The platform components supporting the mobile app will be removed in a future update. The mobile app has also been removed from app stores. Previously installed instances of the app will continue to work. For more information, see Removed or deprecated platform features.

This article provides information about the My team mobile workspace. This workspace lets managers view their direct reports and extended staff. They can also send praise to individuals in their reporting chain.

This mobile workspace is intended to be used with the finance and operations mobile app.

Overview

The My team mobile workspace lets managers perform these tasks:

  • View a list of the manager’s direct reports.
  • View a list of the manager’s extended reporting team.
  • View detailed information for each team member, such as birth date, seniority date, years of service, and compensation and performance information.
  • Send praise to any individual in the manager’s extended reporting team.

Prerequisites

Before you can use this mobile workspace, the following prerequisites must be met.

Prerequisite Role Description
One of the following products must be deployed in your organization:
  • A finance and operations app
  • Microsoft Dynamics 365 Human Resources
 System administrator If you don't already have a finance and operations app deployed in your organization, see Deploy a demo environment. If you don't already have Human Resources deployed in your organization, the system administrator can access a trial version from the Human Resources webpage.
The My team mobile workspace must be published. System administrator See Publish a mobile workspace.

Download and install the mobile app

Download and install the finance and operations mobile app:

Sign in to the mobile app

  1. Start the app on your mobile device.
  2. Enter your Microsoft Dynamics 365 URL.
  3. The first time that you sign in, you're prompted for your user name and password. Enter your credentials.
  4. After you sign in, the available workspaces for your company are shown. Note that if your system administrator publishes a new workspace later, you will have to refresh the list of mobile workspaces.

[Pull to refresh.]

View team members by using the My team mobile workspace

  1. In the mobile app, select the My team workspace. A list of team members is shown. The list also shows each team member's title, and any direct reports that the member has.
  2. Select a team member. The Team member summary page appears. The information on this page includes the team member's birth date, seniority date, years of service, years in the current position, and compensation information.

View extended team members by using the My team mobile workspace

  1. In the mobile app, select the My team workspace. A list of team members is shown. The list also shows each team member's title, and any direct reports that the member has.
  2. Select the Direct reports link. A list of your extended team is shown.
  3. Select a team member. The Team member summary page appears. The information on this page includes the team member's birth date, seniority date, years of service, years in the current position, and compensation information.

Send praise about team members by using the My team mobile workspace

  1. In the mobile app, select the My team workspace. A list of team members is shown. The list also shows each team member's title, and any direct reports that the member has.
  2. Select a team member. The Team member summary page appears.
  3. Select Send praise.
  4. Enter the text of the praise that you want to send.
  5. Select Done.