1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Working with Rental Management for D365 Sales

Set up Rental Management for D365 Sales

You can view and maintain the Rental Management for D365 Sales configurations in the App Settings. You can also change the default quote type in Power Apps.


Administrator Administrator Start Start Link Rental Management for D365 Sales to D365 FO environment Link Rental Management for D365 Sales to D365 FO environment During implementation, link the Rental Management for D365 Sales environment to the desired D365 FO environment. You can link a Rental Management for D365 Sales environment to only one D365 FO environment. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, at the bottom, click DynaRent, App Settings. 3. In the Site map, click Configurations. 4. In the command bar, click New. 5. In the D365 FO field, enter the web address of the D365 FO environment, without trailing slash! Note: Example:https://example12345a67890b12c34aos.cloudax.dynamics.com 6. In the command bar, click Save. 7. To return to the DynaRent area, in the Site map, at the bottom, click App Settings, DynaRent. View or add table configurations to open D365 FO pages from Rental Management for D365 Sales View or add table configurations to open D365 FO pages from Rental Management for D365 Sales A table configuration is used to open the right D365 FO page from Rental Management for D365 Sales. On installation of Rental Management for D365 Sales, these standard table configurations are created automatically:   account - accountnumber contact - ti_contactforpartynumber quote - msdyn_quotenumber salesorder - msdyn_salesordernumber    Do not change or delete these standard table configurations. If desired, you can add custom table configurations. If you do so, follow the steps in this topic. As a result, the 'Open' button is added to the command bar of the applicable form in Rental Management for D365 Sales. Note: You can only add table configurations for Rental Management for D365 Sales tables which have the Company field. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, at the bottom, click DynaRent, App Settings. 3. In the Site map, click Table Configurations. 4. To add a table configuration, in the command bar, click New. 5. Fill in the fields. Note: For a detailed explanation of the fields, refer to the Notes section. 6. If the 'Allow Multiple Tables opening?' field is set to 'Yes': The 'D365 FO Menu Item Name' field is not available.Fill in the 'Conditional Column' fieldIn the 'Conditions' pane, add the desired conditions. To do so, click 'New Condition', and fill in the fields. Note: For a detailed explanation of the fields, refer to the Notes section. 7. To return to the DynaRent area, in the Site map, at the bottom, click App Settings, DynaRent. Notes General table configuration fields:   Field Description Name By default, the table configuration name is composed of the ‘ Table Name ’ and the ‘ Primary Key Column ’ values, divided by ' - '. If you want another name, you can enter a name as desired . Table Name Select the desired Rental Management for D365 Sales table . Primary Key Column Enter the name of the table column that is the primary key of the table. The primary key is used to find and open the right record in D365 FO . Allow Multiple Table Opening? Sometimes, a table in Rental Management for D365 Sales is related to several tables in D365 FO. For example, the quotes in Rental Management for D365 Sales are related to the sales quotations, rental quotations, and project rental quotations in D365 FO. In this case, select 'Yes' in this field. As a result, the ‘ D365 FO Menu Item Name ’ field is hidden and the ‘ Conditional Column ’ field is shown . D365 FO Menu Item Name Enter the applicable D365 FO menu item to be opened for the Rental Management for D365 Sales table. Note: This field is only available if the 'Allow Multiple Table O pening?' field is set to 'No' . Conditional Column Enter the column of the Rental Management for D365 Sales table that defines the condition. Based on this condition, a D365 FO page is opened. Usually, an enum type field is used as condition. Example: ti_type. For each of the enum values, create a condition record in the ‘ Conditions ’ pane. Note: This field is only available if the 'Allow Multiple Table opening?' field is set to 'Yes' .   Conditions fields:   Field Description Name By default, the condition name is composed of the ‘Value’ and the ‘D365 FO Menu Item Name’ values, divided by ' - '. If you want another name, you can enter a name as desired. Value The value of the defined ‘Conditional Column’ to which the condition applies. Usually, this is the number of an enum value. D365 FO Menu Item Name Enter the applicable D365 FO menu item to be opened for the value. Table Configuration The table configuration to which this condition belongs. Note: This field is not editable. Set up default values for new Rental Management for D365 Sales records Set up default values for new Rental Management for D365 Sales records You can define default values that are applied when you create a new record.  In Rental Management for D365 Sales, you can apply default values to new: Accounts Contacts Leads Opportunities Quotes Note: Default values are only applied if no other value is already filled in. For example, if a quote is created from an opportunity, where applicable, the values as defined for the opportunity are applied instead of the default values. If a quote is created from an opportunity, the Quote Type is defined by a default setting in Dataverse. So, a default value configuration for the Quote Type in the Default Parameter Configurations is not applied. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, at the bottom, click DynaRent, App Settings. 3. In the Site map, click Default Parameter Configurations. 4. In the command bar, click New. 5. Fill in the fields. Note: For a detailed explanation of the fields, refer to the Notes section. 6. In the command bar, click Save. 7. In the Default Parameters pane, click New Default Parameter. 8. Fill in the fields. Note: For a detailed explanation of the fields, refer to the Notes section. 9. In the command bar, click Save & Close. 10. To return to the DynaRent area, in the Site map, at the bottom, click App Settings, DynaRent. Notes Default parameter configuration fields:     Field Description Name By default, the default parameter configuration name is composed of the ‘Table Name’ and the ‘User’ or ‘Company’ values, divided by ' - '. If you want another name, you can enter a name as desired . Table name Select the Rental Management for D365 Sales table for which you want to set default values. You can set default values for these tables: ·         Accounts ·         Contacts ·         Leads ·         Opportunities ·         Quotes Note: If you want to set default values for another table, you must first enable this table for default parameter setup. User/Company? Indicate if the default values are applicable to a specific user or to a specific company. Note: You can set a default value for the same table and column for both a user and a company. If this user works in this company and creates a record, the user default value is applied. Company Enter the company to which the default values apply. Note: This field is only available if the value of the ‘User/Company?’ field is ‘Company’. User Enter the user to which the default values apply. Note: This field is only available if the value of the ‘User/Company?’ field is ‘User’.   Default parameters fields:     Field Description Name By default, the default parameter name is composed of the ‘Column’ and the ‘Value’ values, divided by ' - '. If you want another name, you can enter a name as desired . Column Select the column for which you want to set a default value. Value Enter the default value for the defined column. View segments and subsegments View segments and subsegments Segments and subsegments let you create groups of related prospects or customers that you can target with different customer journeys based on your business requirements. For segments and subsegments, a one-way synchronization is applied. The segments and subsegments are maintained in D365 FO and synchronized to Rental Management for D365 Sales. In Rental Management for D365 Sales, on creation of an account, you can indicate to which segment the account belongs. If you have defined a segment, you can indicate to which subsegment the account belongs. You can view the synchronized segments and subsegments in Rental Management for D365 Sales. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, at the bottom, click DynaRent, App Settings. 3. To view the synchronized segments, in the Site map, click Segments. 4. To view the synchronized subsegments, in the Site map, click Subsegments. 5. To return to the DynaRent area, in the Site map, at the bottom, click App Settings, DynaRent. Change default quote type Change default quote type If a quote is created from an opportunity, the Quote Type is defined by a default setting in Power Apps. So, a default value for the Quote Type, if set in the Default Parameter Configurations, is not applied. These quote types are applicable to Rental Management for D365 Sales:   Rental: The quote is not related to a rental project. On synchronization with D365 FO, a rental quotation is created. Project rental: The quote is created for a rental project. On synchronization with D365 FO, a project rental quotation is created.   To change the default quote type setting for the applicable Dataverse table column, follow the steps in this topic. Procedure 1. Sign in to Power Apps: https://make.powerapps.com. 2. Switch to the right environment. 3. In the Site map, click Dataverse, Tables. 4. In the command bar, switch the view to All. 5. Find and open the 'Quote' table. 6. Find and open the 'Type' (ti_type) column. 7. In the 'Default value' field, select the desired value. 8. Click Done. 9. Click Save table. End End

Activities

Name Responsible Description

Link Rental Management for D365 Sales to D365 FO environment

Administrator

During implementation, link the Rental Management for D365 Sales environment to the desired D365 FO environment.

You can link a Rental Management for D365 Sales environment to only one D365 FO environment.

View or add table configurations to open D365 FO pages from Rental Management for D365 Sales

Administrator

A table configuration is used to open the right D365 FO page from Rental Management for D365 Sales.

On installation of Rental Management for D365 Sales, these standard table configurations are created automatically:

 

  • account - accountnumber
  • contact - ti_contactforpartynumber
  • quote - msdyn_quotenumber
  • salesorder - msdyn_salesordernumber 

 

Do not change or delete these standard table configurations.

If desired, you can add custom table configurations. If you do so, follow the steps in this topic. As a result, the 'Open' button is added to the command bar of the applicable form in Rental Management for D365 Sales.

Note: You can only add table configurations for Rental Management for D365 Sales tables which have the Company field.

Set up default values for new Rental Management for D365 Sales records

Administrator

You can define default values that are applied when you create a new record. 

In Rental Management for D365 Sales, you can apply default values to new:
  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Quotes
Note:
  • Default values are only applied if no other value is already filled in. For example, if a quote is created from an opportunity, where applicable, the values as defined for the opportunity are applied instead of the default values.
  • If a quote is created from an opportunity, the Quote Type is defined by a default setting in Dataverse. So, a default value configuration for the Quote Type in the Default Parameter Configurations is not applied.

View segments and subsegments

Administrator

Segments and subsegments let you create groups of related prospects or customers that you can target with different customer journeys based on your business requirements.

For segments and subsegments, a one-way synchronization is applied. The segments and subsegments are maintained in D365 FO and synchronized to Rental Management for D365 Sales.
In Rental Management for D365 Sales, on creation of an account, you can indicate to which segment the account belongs. If you have defined a segment, you can indicate to which subsegment the account belongs.
You can view the synchronized segments and subsegments in Rental Management for D365 Sales.

Change default quote type

Administrator
If a quote is created from an opportunity, the Quote Type is defined by a default setting in Power Apps. So, a default value for the Quote Type, if set in the Default Parameter Configurations, is not applied.
These quote types are applicable to Rental Management for D365 Sales:

 

  • Rental: The quote is not related to a rental project. On synchronization with D365 FO, a rental quotation is created.
  • Project rental: The quote is created for a rental project. On synchronization with D365 FO, a project rental quotation is created.

 

To change the default quote type setting for the applicable Dataverse table column, follow the steps in this topic.

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