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Inventory On-hand mobile app

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The Inventory On-hand mobile app lets you query and view product inventory in Microsoft Dynamics 365 Supply Chain Management by using a mobile device. It was built by using Power Apps.

The app lets you perform the following tasks:

  • Search product inventory by entering a product ID or name.
  • Filter products and inventory by site, warehouse, location, batch, and default product dimensions.
  • Filter products and inventory by inventory status and inventory quantity range.
  • Specify your regular sites and locations to prioritize the search range.
  • Switch among legal entities to check cross-organization inventory.

This article describes how administrators can prepare your Supply Chain Management and Dataverse environments to support the Inventory On-hand mobile app. It also describes how to install the app on your mobile devices.

Prerequisites

Before you can start to onboard the Inventory On-hand mobile app, you must meet the requirements that are outlined in this section.

System requirements

To run the latest Inventory On-hand mobile app, you must be using Supply Chain Management version 10.0.38 or later.

Set up Dataverse for your Supply Chain Management environment

The mobile app uses Dataverse virtual tables that are connected to Supply Chain Management. Therefore, a Dataverse environment must be integrated with your Supply Chain Management environment. If Dataverse isn't already set up for your environment, follow the instructions in Microsoft Power Platform integration with finance and operations apps.

When you create the Dataverse environment where you want to install the Inventory On-hand mobile app, be sure to enable Dynamics 365 apps.

The Power Apps component framework feature must be enabled for your environment.

Install the mobile app in Dataverse

You must install the Inventory On-hand mobile app in your Dataverse environment to enable users to access it when they sign in by using the Power Apps mobile app. The installation process also sets up the required user roles and other dependencies in Dataverse.

Follow these steps to install the Inventory On-hand mobile app in Dataverse.

  1. In AppSource, find Dynamics 365 Inventory On-hand Mobile Application.
  2. Select Get it now.
  3. Follow the on-screen instructions to install the app in the Dataverse environment that's connected to your target Supply Chain Management environment.

Grant access to the mobile app in Dataverse

After the mobile app solution is installed in your Dataverse environment, you must share it with your users. The Inventory On-hand mobile app is a canvas app. To share it, follow the instructions in Share an app.

The security roles that can access and query on-hand inventory through the mobile app are inherited from your Supply Chain Management setup. Therefore, any user (such as a sales manager, warehouse manager, or production manager) that can access the on-hand inventory list in Supply Chain Management can also query and view that data in the Inventory On-hand mobile app.

For more information about how to set up roles and security in Supply Chain Management, see Security roles.

Install and open the Inventory On-hand mobile app

Follow these steps to install and use the Inventory On-hand mobile app on a mobile device.

  1. Install the Power Apps mobile app by following the instructions in Install the Power Apps mobile app.
  2. Open the Power Apps mobile app, and sign in by using the same corporate account that you use to sign in to Supply Chain Management.
  3. Use the Search field to search for Inventory on-hand mobile app. Because the app is a canvas app, you can add it to your favorites list in Power Apps by swiping left on it after you find it.
  4. Open the Inventory On-hand mobile app, and start to use it.
  5. The first time that you open the app, you can go to the settings and select a legal entity. You can also set the default site and warehouse where you usually work. These settings are especially useful for store managers.
  6. When you search for products and inventory, the app first searches in the default site and warehouse. On the result page, you can easily switch between a full search and a search in the default site and warehouse.

Clear the Power Apps cache on a mobile device after an update of the back-end setup

If the back-end setup is updated in Supply Chain Management after you install the Power Apps mobile app on a mobile device (for example, if the legal entity setup is changed), you might have to clear the cache in Power Apps to update the local setup data. Power Apps then reloads the settings that otherwise might not take effect until the cache is cleared.

Follow these steps to clear the Power Apps cache on a mobile device.

  1. Sign in to the Power Apps mobile app.
  2. In the upper left of the page, select the image for your user account to open the settings menu.
  3. Select Clear cache to open the Clear cache dialog box.
  4. Select Confirm.