Setup & Permissions¶
Overview¶
The Dynapro Service Management Setup page controls whether the module is active and how its features behave. An administrator enables the module, sets defaults, and assigns permission sets. Open it by searching for Dynapro Service Management Setup (search term Service Setup) in Business Central. The same fields also appear as a Dynapro Service Management FastTab on the standard Service Mgt. Setup page.
Prerequisites¶
- The Dynapro Service Management app and the Dynapro Licensing Client are installed.
- An active subscription, or a trial (see below).
- An administrator permission set for setup.
Enabling the Module¶
- Open Dynapro Service Management Setup.
- Turn on Enable Dynapro Service Management. This switches on the application area so the added fields and actions become visible.
- Configure the defaults below.
When the subscription is inactive, the added fields and actions are hidden or disabled regardless of this switch.
General Settings¶
| Setting | Description |
|---|---|
| Enable Dynapro Service Management | The master switch that makes the app's fields, actions, and functionality visible. |
| Create Contact for Customer | Suggests creating a new contact when a contact name on an order does not match an existing contact. See Customer Notifications. |
| Enable Expand Assembly BOM on Service Document | Adds all assembly components to the service lines when a BOM item is added. |
| Non-Reception of Purchase: Advance Warning Days | How far in advance to warn about ordered parts that have not been received. |
| Default Selection Service Line | The default choice in the new service line dialog: Replace Component, New Component, or Ignore. |
| Default Service Line Filter | The default service item filter on the service line page: All, Per Selected Service Item Line, or Service Item Line Non-Related. |
| Show Upcoming Inventory Changes | Shows upcoming inventory changes. |
| Allow Change Warranty Flag | Lets users change the warranty flag on a service item that has no service lines yet. See Service Item Status & Warranty. |
| Change Posting Date | Asks the user to confirm whether to use the posting date or the work date when posting. See Service Order Lines. |
| Item No. Service Agreement | The item inserted by the Insert service agreement action. |
| Requisition Worksheet Template Name | The requisition worksheet template used when creating requisition lines. |
| Requisition Worksheet Name | The requisition worksheet used when creating requisition lines. |
| Location Filter, Main Location | The main location, used for Qty. on Main Location in the service line factbox. |
| Assign User to Service Order | Assigns the creating user to the service order. |
Report Layouts¶
The customer confirmation emails use language-aware Word layouts. Maintain them on the Layout name selection page, which maps a report usage and language to a custom report layout. See Customer Notifications.
Licensing Actions¶
| Action | Purpose |
|---|---|
| Update License | Updates the Dynapro Services license from the Dynapro licensing server. |
| Register Trial License | Registers a trial license from the Dynapro licensing server. |
Permission Sets¶
| Permission Set | Audience | Grants |
|---|---|---|
| Dynapro Service | Dispatchers, technicians, service managers | Full read/write on all Dynapro Service tables and execute on all its pages, reports, and codeunits. |
| Dynapro Service Read | View-only users and reporting | Read-only access to the Dynapro Service data. |
The app also extends the standard Microsoft role permission sets (Administrator, D365 Full Access, D365 Premium, D365 Team Member, and others), so users with those roles automatically gain the matching Service Management access.