Power App Overview:
The Quality Management Power App streamlines the process of updating quality order test results within Microsoft Dynamics 365 Finance and Operations. By enabling quick and accurate recording of test result data, it enhances operational efficiency. The app provides real-time insights into failed tests during result entry and ensures quality orders are promptly flagged for validation, improving overall quality control and decision-making.
Pain Points Addressed by the App:
Time-Consuming Test Result Updates:
In Microsoft Dynamics 365 Finance and Operations, users must follow several steps to access the test results entry form, which makes updates very time-consuming.
Managing Multiple Tests Across Quality Orders:
Workers struggle to update only the results they are accountable for when multiple tests are linked to a quality order, especially when handling several quality orders simultaneously.
Lack of KPI Visibility:
There is currently no insight into the duration for which a quality order remains open, causing delays in inventory movement and availability for sale.
Target Persona
- Lab workers
- Quality controllers
- Warehouse workers
Target Customers
- Distribution
- Manufacturing
Key Capabilities
Key Features:
User-Friendly Interface
Intuitive design for easy navigation.
Order Save and Submit
Option to save drafts and submit completed orders.
Automated Validation
Automated checks to validate test results.
Integration with Microsoft Dynamics 365 Finance and Operations:
Automatic updates of quality order test results and validation of quality orders.
Key Benefits:
Efficiency
Reduces the time and effort required to manage quality orders.
Accuracy
Minimizes errors through automated validation and real-time data synchronization.
Visibility
Provides clear insights into quality order status and test results.
User-Focused
Ensures that the right users work on relevant order lines.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global
Detailed Breakdown of Product Features and Guide:
Microsoft Dynamics 365 Finance and Operations
Power-App – Quality Test Badges: These badges regulate access to the Power App and determine what data is shown within the app.
- Open a new Microsoft Dynamics 365 Finance and Operations session.
- Navigate to “Inventory Management > Setup > Quality Contol > Power App – Quality Test Badges”.
- Create a new record, enter the “Badge Id”, “Target Days”, “Target Tests” and number of records, see the image below.
- Click the “Edit query” button to specify what quality orders must be displayed for the badge.
Please note: Users with a badge ID matching their Power App email address will not be prompted to enter a badge ID when opening the Power App.
Quality Management Power App
Landing Page: Show a summary of open quality orders and tests.
- Launch the Power App and input a Badge ID if the user’s email address has not been configured as a badge ID.
- After the data has been loaded, the form will appear. Refer to the image below.
Blue area: Use these buttons to navigate to quality orders, update test results, and submit the order for validation.
Green area: Use these buttons to navigate to quality orders, update test results, and submit the order for validation.
Red area: Use these buttons to navigate to quality orders, update test results, and submit the order for validation.
Orders Page: Enables users to search for and choose a quality order to update.
- On the landing page, you can click the “Update Quality Orders” button to view all open quality orders. Alternatively, click on one of the buttons to see quality orders for a particular quality order type.
- The orders page will load; refer to the example below.
- To locate a particular order, input the order number in the “Order” field.
- Enter the batch number in the “Batch” field to look up a specific batch number.
- To find quality orders for a specific test group, enter the test group’s name in the “Test group” field.
Tests by Order page: Enables users to update test results for the chosen quality order.
- Click the button on the quality order line, see the section above.
- The tests by order page will load; refer to the example below.
Enter a test result value or choose an option from the dropdown to update the results.
Click the button to store the test results in Microsoft Dynamics 365 Finance and Operations.
- Enter a test result value or choose an option from the dropdown to update the results.
- Click the button to store the test results in Microsoft Dynamics 365 Finance and Operations.
Submit quality order:
- To submit a quality order, navigate to the “Test by order” page.
- Press the button to save the test results and submit the quality order for validation.
- Once the quality order is validated, a success or failure message will be displayed. If it fails, the failure message will list the specific tests that did not pass. Refer to the example below.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global
Configuration Guide:
Microsoft Dynamics 365 Finance and Operations configuration
Step 1: Install Model
- Download the Microsoft Dynamics 365 Finance and Operations configuration package by opening this link.
- Follow the steps outlined in guide Install deployable packaged from the command line.
Step 2: Verify the Model
- Open a new Microsoft Dynamics 365 Finance and Operations session.
- Click on the “?” icon in the top right corner and click on “About”.
- Click on “Version” and verify that the “TeamGenix – Quality Management” Model is installed
Step 3: Register a new Client app in Azure
- Go to your Azure Portal
- Search for and select Microsoft Entra ID.
- Under Manage, select App Registration > New Registration
- Enter a display name, redirect URL (this is the Microsoft Finance and Operations URL) and click register.
- Record the Application (client) ID, you will need this when configuring the Power App and Microsoft Dynamics 365 Finance and Operations.
- Go to “API Permission”, click on “Add a permission” and select “Dynamics ERP”.
- Click “Application Permission”, then select “Connector.FullAccess” and click “Add permissions”.
- Click “Grant consent”
- Navigate to “Certificates & secrets”, select “Client secret”, then choose “New client secret”. Provide a description, set the expiration, and click “Add”.
- Ensure that you copy and securely store the secret value, as it will be required for setting up the Power App.
Step 4: Set up a new service user in Microsoft Dynamics 365 Finance and Operations to permit access to the web service operations.
- Start a new session in Microsoft Dynamics 365 Finance and Operations and go to “System administration > Users > Users”.
- Add a new record by inputting the user ID, username, email address, and company name.
- Click the “Assign roles” button and give the user the “TG Quality Management Web Service” role, as shown in the image below.
Step 5: Register client application in Microsoft Dynamics 365 Finance and Operations
- Start a new session in Microsoft Dynamics 365 Finance and Operations and go to “System administration > Setup > Microsoft Entra ID applications”.
- Create a new record, input the Client ID from step 3, give the application a name, and assign the user created in step 4.
Step 6: Ensure the Power App user’s email addresses are linked to an employee record.
- Open a new Microsoft Dynamics 365 Finance and Operations session and navigate to “Human resources > Workers > Employees”.
- Find the Power App user employee and click on the “Name” field to open the details form.
- Expand the “Contact information” tab.
- Create a new “Email address” contact record if the record doesn’t exist.
Power Platform Environment
Step 1: Install the solution
- Create a Power Platform environment to host the solution if one does not already exist. Refer to the Create and manage environments in the Power Platform admin center page for guidance.
- Set up a new service user account in Microsoft Entra and grant this account system administrator privileges within the Power Platform environment.
- Use the service account to install the “Quality Management” solution from the Microsoft Marketplace.
Step 2: Configure the solution
- Go to the “Quality Management” installed solution in managed solutions and open it.
- Expand the table node and click on the table “TG QM Quality Management Config”.
- Add all the columns starting with “qm” to the table view.
- Enter the Application (client) ID in the “qmClientID” field.
- Enter the Client secret in the “qmSecret” field.
- Enter the Microsoft Dynamics 365 Finance and Operations URL in the “qmFinOpsEnvironment” field.
- Enter the Tenant ID in the “qmTenantId” field.
To place the company logo in the upper left corner of the Power App, convert the company’s logo to a Base64 string and copy the string to the ‘qmCompanyLogoBase64’ field. You can use online tools to transform a *.png or *.jpg image into a Base64 string.
Step 3: Setup users
- Navigate to the installed “Quality Management” solution within managed solutions and open it.
- Select “Apps” and then choose “Quality Management.”
- Click on the vertical ellipse button and click on the “Share” menu item, see the image below
- Enter the name or email addresses of the users that will use the app.
- Assign the “TG QM Quality Management Security” role to each user. For instructions on assigning security roles in the Power Platform, refer to Microsoft’s “Assign a security role to a user” page.
Please note the following:
- The Power App user’s email address will be used to identify the employee responsible for validating the quality order submitted through the app.
- Version 1.0.0.12 restricts operations to the service user’s company, meaning only quality orders from that company will appear on the Power App. To manage quality orders across different companies, a separate Power Platform environment must be set up for each company, with the Power Platform solution installed in each environment. Cross-company operations will be supported in future versions.
- The user will need a Power App Premium license to access the app. However, if the user already has a Microsoft Dynamics 365 license, then a Power App Premium license is unnecessary.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at qualitymanagementsupport@teamgenix.global.
Privacy Policy:
Last Updated: August 2024
1. Introduction
TeamGenix Group Limited (“we”, “our”, “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Quality Management App (the “App”), available on the Microsoft Marketplace. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the App.
2. Information We Collect
We may collect and process the following types of information:
- Personal Data: Identifiable information such as your name, email address, phone number, and any other information you provide when using the App.
- Usage Data: Information about how you use the App, such as access times, pages viewed, your IP address, and information about the device you use to access the App.
- Customer Data: Data imported into the App by users, which may include personal or business information
3. How We Use Your Information
We use the information we collect in the following ways:
- To Provide and Maintain the App: To ensure the App functions as intended and to provide necessary support.
- To Improve the App: To understand how users interact with the App and to make improvements.
- To Communicate with You: To send administrative information, updates, security alerts, and support messages.
- For Legal Compliance: To comply with legal obligations, resolve disputes, and enforce our agreements.
4. Sharing Your Information
We do not sell, trade, or otherwise transfer your personal data to outside parties except as described below:
- Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as hosting, data analysis, and customer service.
- Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities.
- Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.
5. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your information from unauthorized access, use, alteration, and disclosure. However, no method of transmission over the Internet or method of electronic storage is completely secure.
6. Data Retention
We will retain your personal data only for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.
7. Your Data Protection Rights
Depending on your location, you may have the following rights regarding your personal data:
- Access: Request access to your personal data.
- Correction: Request correction of inaccurate or incomplete personal data.
- Deletion: Request deletion of your personal data.
- Objection: Object to our processing of your personal data.
- Restriction: Request restriction of processing your personal data.
- Portability: Request transfer of your personal data to another service provider.
To exercise these rights, please contact us at info@teamgenix.global.
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.
9. Contact Us
If you have any questions about this Privacy Policy, please contact us at: info@teamgenix.global.
Terms & Conditions:
These terms and conditions applies to the Quality Management App (hereby referred to as “Application”) for mobile devices that was created by TeamGenix Group Limited (hereby referred to as “Service Provider”) as a Commercial service.
Upon downloading or utilizing the Application, you are automatically agreeing to the following terms. It is strongly advised that you thoroughly read and understand these terms prior to using the Application. Unauthorized copying, modification of the Application, any part of the Application, or our trademarks is strictly prohibited. Any attempts to extract the source code of the Application, translate the Application into other languages, or create derivative versions are not permitted. All trademarks, copyrights, database rights, and other intellectual property rights related to the Application remain the property of the Service Provider.
The Service Provider is dedicated to ensuring that the Application is as beneficial and efficient as possible. As such, they reserve the right to modify the Application or charge for their services at any time and for any reason. The Service Provider assures you that any charges for the Application or its services will be clearly communicated to you.
The Application stores and processes personal data that you have provided to the Service Provider in order to provide the Service. It is your responsibility to maintain the security of your phone and access to the Application. The Service Provider strongly advise against jailbreaking or rooting your phone, which involves removing software restrictions and limitations imposed by the official operating system of your device. Such actions could expose your phone to malware, viruses, malicious programs, compromise your phone’s security features, and may result in the Application not functioning correctly or at all.
Please note that the Application utilizes third-party services that have their own Terms and Conditions. Below are the links to the Terms and Conditions of the third-party service providers used by the Application:
Please be aware that the Service Provider does not assume responsibility for certain aspects. Some functions of the Application require an active internet connection, which can be Wi-Fi or provided by your mobile network provider. The Service Provider cannot be held responsible if the Application does not function at full capacity due to lack of access to Wi-Fi or if you have exhausted your data allowance.
If you are using the application outside of a Wi-Fi area, please be aware that your mobile network provider’s agreement terms still apply. Consequently, you may incur charges from your mobile provider for data usage during the connection to the application, or other third-party charges. By using the application, you accept responsibility for any such charges, including roaming data charges if you use the application outside of your home territory (i.e., region or country) without disabling data roaming. If you are not the bill payer for the device on which you are using the application, they assume that you have obtained permission from the bill payer.
Similarly, the Service Provider cannot always assume responsibility for your usage of the application. For instance, it is your responsibility to ensure that your device remains charged. If your device runs out of battery and you are unable to access the Service, the Service Provider cannot be held responsible.
In terms of the Service Provider’s responsibility for your use of the application, it is important to note that while they strive to ensure that it is updated and accurate at all times, they do rely on third parties to provide information to them so that they can make it available to you. The Service Provider accepts no liability for any loss, direct or indirect, that you experience as a result of relying entirely on this functionality of the application.
The Service Provider may wish to update the application at some point. The application is currently available as per the requirements for the operating system (and for any additional systems they decide to extend the availability of the application to) may change, and you will need to download the updates if you want to continue using the application. The Service Provider does not guarantee that it will always update the application so that it is relevant to you and/or compatible with the particular operating system version installed on your device. However, you agree to always accept updates to the application when offered to you. The Service Provider may also wish to cease providing the application and may terminate its use at any time without providing termination notice to you. Unless they inform you otherwise, upon any termination, (a) the rights and licenses granted to you in these terms will end; (b) you must cease using the application, and (if necessary) delete it from your device.
Changes to These Terms and Conditions
The Service Provider may periodically update their Terms and Conditions. Therefore, you are advised to review this page regularly for any changes. The Service Provider will notify you of any changes by posting the new Terms and Conditions on this page.
These terms and conditions are effective as of August 2024.
Contact Us
If you have any questions or suggestions about the Terms and Conditions, please do not hesitate to contact the Service Provider at info@teamgenix.global .
Support:
Please log a ticket for App support or queries
