How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type

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Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.

The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.

We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.

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Resco Inspections for Microsoft Dynamics 365: Start building your first questionnaire

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Whether you deal with sales or field service, inspections and data collection come into play in lots of different scenarios. From staff reviewing a store’s inventory, construction safety supervisors, sales reps gathering customer feedback to agents documenting insurance claims or technicians going through checks of complex machinery. And if your organization already utilizes Microsoft Dynamics 365/CRM you might have considered using it to handle your inspection process.

At Resco, we’ve recently launched Resco Inspections, which can be fully integrated with Dynamics 365/CRM. Continue reading

Mobile CRM: It’s real-world case studies that drive home the benefits

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Note: This blogpost was written by Rick McCutcheon, Dynamics Solutions MVP and CSP.

Mobility is transforming the business world. And more and more there are real-world examples of mobile CRM creating efficiency, cost-savings and optimizing the use of critical customer data. Continue reading

FAQ: Microsoft Dynamics 365 for Field Service Mobile App Licensing

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Ever since the Resco platform was incorporated as the default Microsoft Dynamics 365 for Field Service mobile client, we’ve received numerous inquiries about the licensing requirements and customization of the solution.

Today we’re bringing you an overview of the most frequently asked questions, so you can always find the answers easily organized in one place. Continue reading

Top 3 Dynamics 365 events & conferences for Fall/Winter 2018

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Slowly but surely, it’s that time of year again – back to school!

And while kids might not be thrilled with the prospect, at Resco we’re very much looking forward to the start of autumn, as it means getting back to events and conferences where we can meet face to face with you – our customers, partners and prospects.

So without further delay, here are the best Dynamics 365/CRM-related events for the second half of 2018 to get excited about and where you can come across our team as well: Continue reading

Has Microsoft curtailed offline functionality of the Dynamics 365 mobile app?

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Looking into mobility for Microsoft Dynamics 365? Then you might have noticed the note that appeared in the documentation for their Dynamics 365 mobile application just a couple of days ago: Continue reading

Thank you for joining us in Atlanta: A look back to the American edition of resco.next 2018

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The American edition of the resco.next conference is now behind us. And we’d like to wholeheartedly thank all participating partners, customers, and guest speakers who helped to make it a thought-provoking event once again.

80 attendees from 37 companies and 3 different continents enjoyed 25 insightful sessions and countless discussions in an informal atmosphere over two days in Atlanta, GA. Continue reading