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Company directory mobile workspace

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Important

The finance and operations (Dynamics 365) mobile app and platform have been deprecated. For more information, see Removed or deprecated platform features.

This article provides information about the Company directory mobile workspace. This workspace lets users view and contact other employees in their organization.

This mobile workspace can be used with the finance and operations mobile app.

Overview

The Company directory mobile workspace lets users perform these tasks:

  • View a list of employees in the organization.
  • Search for employees in the organization.
  • View contact information for employees.
  • Contact employees from the profile information.

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 Company directory 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 the company directory by using the mobile workspace

  1. In the mobile app, select the Company directory workspace. A list of employees is shown.
  2. Select an employee. The Employee profile page appears. The information on this page includes the employee's first name, last name, title, and department.

Search the company directory by using the mobile workspace

  1. In the mobile app, select the Company directory workspace.
  2. In the Search field, enter an employee's first name, last name, title, or department to start the search.
  3. Select an employee. The Employee profile page appears. The information on this page includes the employee's first name, last name, title, and department.