My team mobile workspace

This topic 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 Microsoft Dynamics 365 for Unified 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:
  • Microsoft Dynamics 365 for Finance and Operations, Enterprise edition July 2017 update
  • Microsoft Dynamics 365 for Talent
System administrator If you don't already have Finance and Operations deployed in your organization, see Deploy a demo environment. If you don't already have Talent deployed in your organization, the system administrator can access a trial version from the Talent 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 Dynamics 365 for Unified 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 he or she 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 his or her 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 he or she 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 his or her 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 he or she 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.