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

5 steps for successfully adding mobility to the mix

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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

Please sign here: Add legally-binding digital signatures to forms with Universign integration

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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.

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Tailoring the mobile report: How to use customized and barcode fonts

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Mobile reports in Resco Mobile CRM support also custom fonts (fonts must be TrueType files – .ttf). In case you want to customize the look of your report and prefer a different font than the default one, you can change it in Resco’s Woodford configuration tool. Continue reading

How scanning codes with Resco Mobile CRM can simplify your processes on the go

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Barcode scanning speeds up the ordering and search process while minimizing the possibility of human error. These advantages already make it a widely used feature, but there may still be room for finding more possibilities to utilize it. We have prepared a few scenarios where barcode scanning could prove beneficial to you. Continue reading

The endless configuration possibilities with Salesforce data – for phones and tablets

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So, you decided to go mobile with Salesforce for your sales, field service and further teams that work outside the office doors.

Now, you get two options to start off testing business mobility or mobile CRM with: Continue reading

CRM FAQs – Get your answers about Resco for Salesforce

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  • Why should I choose Resco Mobile CRM?
  • How secure is my Salesforce data in Resco?
  • Do I need to be a programmer to start working with Resco for Salesforce?
  • What Resco Mobile CRM licences are available?
  • Why is it important to be able to access Salesforce offline even nowadays?

If you are looking for the answers to these questions, you are at the right place. And, there is so much more. Just keep on reading!

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