Documents in MCRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 3

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In today’s post, we will examine the details of how Resco Mobile CRM works with file hosting services. Continue reading

Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 2

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In Part 1 we’ve established the basic terminology when discussing the use of documents in Resco Mobile CRM and described how they’re presented in the apps user interface. In this post we’ll take a closer look at document filtering, viewing, editing, storage and safety. Continue reading

Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive & OneDrive) – a technical deep dive – Part 1

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In case you did not work with Mobile CRM documents yet, we suggest to start with an earlier blog that provides a high-level overview of how to utilize documents in the Resco Mobile CRM app. It was also the most read Resco blog post of 2016.

In this blog series, we will focus on how the app works with documents from a technical point of view. Continue reading

See how your business moves: Mobile Audit Analytics arrive in Summer Release of Mobile CRM

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If you trust your employees you shouldn’t be tracking their activities – that’s a common argument coming up in many meeting rooms when words like “audit” or “analytics” start to get thrown around too often.

However, auditing (or analytics) is not about the lack of trust. Continue reading

How to create a copy of your production CRM database for testing Resco Mobile CRM?

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Customers running on-premises installations of Microsoft Dynamics 365/CRM are eligible to have more than one database in their CRM environment. The most common reason for needing another database, is that you want to test changes and customizations in an environment mirroring your production database, but without affecting the live system. For example, to see how your Dynamics CRM will work with your Resco Mobile CRM client. Continue reading

Introducing Resco Consumer Apps for Municipalities

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What is the most pressing issue we experience when approaching government and public offices? Usually, dealing with them is just too cumbersome. However, as apps allow people to do pretty much anything, anytime and anywhere, both local and national governments are increasingly looking to get in on the act.

Yet, given the obvious benefits for citizens, why is it that governments are not making more use of mobile apps? 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

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