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

6 Reasons to Attend resco.next, the Mobile and Field Service Event of the Year

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Just three short years ago, we organized Resco’s first ever multi-day event in the U.S.A. It was in the center of American history, the city of Boston. Time is of the essence, and in 2018 we are making a new mark. A new resco.next event. Continue reading

How to set up and utilize Global Search in Resco Mobile CRM

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The Winter release of Resco’s mobile client (version 10.3+) brought a few new features together with the possibility to perform global searching. Continue reading

Utilize Next Wide option on list views to efficiently display information across various screen sizes

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List view of an entity is a concise overview of your entity records. It is the first thing you see after loading an entity in Resco Mobile CRM and the first channel you get the basic information from.

After introducing a flexible list view, to automatically adjust the list’s appearance to still convey information effectively, became super easy to design.

Now it is possible to bring even more flexibility to your application using the Next Wide option on a view. Continue reading

Say goodbye to empty fields and incorrect data: How to make fields required in Resco Mobile CRM?

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“In the end, CRM is only as good as the data you put into it,” said one of our customers just a few months back. But how do you ensure your sales team, service technicians, or other mobile CRM users will indeed properly fill out the fields, to get relevant insights and be able to initiate the next steps in your customer management process? Especially if these fields are not set as required in your Microsoft Dynamics CRM either? Continue reading

Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.

However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. Continue reading

How to set up flexible list view designs in Resco Mobile CRM

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Phones, tablets, even phablets – mobile devices come in various shapes and sizes. So why not make better use of the screen real estate available to you? Continue reading