Quick tip: How snippets speed up the setup of Resco Inspections questionnaires

snippet_setup

The addition of snippets to Resco Inspections’ Designer enables an effortless way of reusing various questionnaire parts.

A snippet may consist of individual questions or entire groups of questions. It can be built from scratch or by copying a selected part of an existing questionnaire. All snippets are stored in the Snippet library. From there they can be easily pasted into any questionnaire template. Continue reading

May – the month of travel & events

may_events_travel

In terms of travel and events, May is the busiest month for Resco in 2019. Partners and customers can meet our staff at 9 events – 8 of them organized by Microsoft and Salesforce communities, plus one special training of our own.

Where, when and which Resco team members can you meet across Europe and America in the upcoming weeks? Continue reading

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

Blog_MainImage4

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.

Continue reading

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

resco_inspections_dynamics365

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

customer_stories

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

d365_field_service_licensing

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

conference_img

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