Entity form, its lifecycle, events and best practices for form rules (with practical examples)

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Entity form & Edit form editor

Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. 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

BYOD in 2018: Trends & Considerations (Infographic)

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With increasing internet coverage and the growing need for remote workers, Bring-Your-Own-Device programs naturally became the next step in the technological landscape. In this article, we will look at the state of BYOD today, address one of its biggest challenges, security, and provide you with concrete tips on how to improve security of your BYOD program, with the help of Resco.

Continue reading

resco.next: The business mobility conference to shape your future

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Note: This blogpost was written by Rick McCutcheon, Dynamics Solutions MVP and CSP, who will be one of the featured guest speakers at the upcoming resco.next conference.

Adopting business mobility isn’t a checklist item. Mobility will drive the future of business.

It’s about serving your customer instantaneously from the field. It’s about closing deals and work orders faster and efficiently. Continue reading

Where to get trained on Resco and Field Service Mobile this fall (Updated)

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This summer, we have started a new era at Resco. First, Resco was recognized in Gartner’s Magic Quadrant for Mobile Application Development Platforms 2018 report. This is a huge milestone for us and we are very proud of this achievement. It finally puts Resco where it belongs for quite some time—a mobile strategy for businesses.

Second big news is a new cooperation we agreed upon with Microsoft (more details coming soon). Continue reading

Partner FAQ: 5 most frequent questions partners ask about Resco

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This summer, the Resco team attended Microsoft’s largest conference dedicated to their partner ecosystem – Microsoft Inspire 2018 in Las Vegas with over 17,000 attendees. Together with Microsoft Business Applications Summit in Seattle, it was once again a great opportunity to meet and catch up with our partners, Microsoft reps and influencers within the Business Applications practice.

As the title of this blog post suggests, we had plenty of questions from our partners about business mobility, so here is an excerpt of those we heard most often: Continue reading

Quick tip: How to send a log from the Resco Mobile CRM app and Woodford

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To fast-track solving any unexpected issue, relevant information is essential. For our support team, it usually comes from a log file that you can send from both the Resco Mobile CRM app and the Woodford configurator.

But why send a log? Isn’t the error message enough? Well, log contains much more information than an error message. 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

Quick overview: Mobile reports in Resco Mobile CRM

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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

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