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
Mobile report is a feature in the Resco Mobile CRM application that allows you to create documents on the go, using data from your CRM records. Report documents are generated directly in the Mobile CRM application, even in offline mode, so there is no need for any connection to the Internet or CRM server. Continue reading
The alpha and omega of using CRM on the go is your data. Access to data whenever and wherever. Therefore, Resco Mobile CRM offers two types of approaches to data that can be used as needed. Continue reading
1. What does “mobile-first” actually mean?
We live in a mobile-first world. Information and content is consumed mostly via mobile devices. 95% of businesses provide some form of mobility… These and similar claims are flooding our news feeds virtually on a daily basis.
But what does it actually mean for an organization to adopt a truly mobile mindset? It’s not just giving out devices to employees. Or launching a bring-your-own-device (BYOD) initiative, telling people to install a bunch of apps on their phones and tablets. Continue reading
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
Business mobility’s great, right? But getting it right you can come across a few pitfalls, just like with any new solution or process an organization is introducing for the first time.
So what are the essentials to keep in mind before launching your first mobile CRM project? Continue reading
Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.
Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality and is applicable for both Universign and DocuSign services.