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

Quick Tip: How to keep track of record changes made by external users

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We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.

But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

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In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.

When can this be useful?

Continue reading

Resolving sync conflicts in Resco Mobile CRM

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When do synchronization conflicts occur?

A synchronization conflict comes into play when a user modifies a record in the Resco Mobile CRM application, but before he synchronizes the change, this record is also altered on the CRM server. In other words – the same record gets updated both in the mobile client and on the server, but neither of these modifications has been yet synchronized between them.

And thus the conflict occurs: Which modification should be applied to the record,both in the app and on the server, after the next synchronization takes place? Continue reading

How mobile apps enable local governments to engage with citizens

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You’re heading home through your neighborhood when you run into a nasty pothole, see a dead animal, or a downed tree blocks your way. But instead of having to write a letter to the city council or make a call during which you’d have to lengthily describe the problem, you pull out your phone open an app and send a detailed report with just a couple taps of your finger. Continue reading

Microsoft Dynamics CRM set to reap the benefits of LinkedIn acquisition?

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Picture walking into a meeting, with all the latest information about the attendees your digital assistant provided you with moments earlier. That’s the vision presented by Microsoft CEO Satya Nadella for bringing the world’s largest professional social network’s database to Dynamics, Office 365 and Cortana, after the Redmond-based software giant announced the acquisition of LinkedIn for $26 billion last month.

With a user base of 434 million professionals, LinkedIn’s assets can be especially valuable in advancing Microsoft Dynamics CRM Continue reading

5 reasons why become a Resco partner

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Resco’s partner network currently consists of 480+ companies. These companies possess strong knowledge of Resco Mobile CRM and the back-end software you can connect it with – be it Microsoft Dynamics CRM, Oracle CX, or Resco’s own CRM server. Our partners are the ones who help customers around the globe to implement, customize, and support their mobile CRM solutions.

Our partner program is designed to create mutually beneficial relationships that increase both the success of partners and expand the Resco ecosystem. But what exactly are the advantages that partner companies receive when teaming up with Resco? Continue reading