More insights for smarter business decisions: How to integrate Resco Inspections’ Result Viewer with Microsoft Dynamics 365 and Salesforce

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To expand the analytics and evaluation capabilities of Resco Inspections, we’ve introduced a brand-new Result Viewer component in the Summer Update 2019 . It enables users to easily list, filter, view and read completed questionnaires. This allows focusing on any selected answers and effectively explore possible correlations. On top of that, the results can be effortlessly exported in a CSV format for further analysis in third-party tools and systems.

The Result Viewer can be also added directly to your Microsoft Dynamics 365 and Salesforce. So, if there are any completed questionnaires related to a record, they will be displayed on the record’s form, utilizing the Results Viewer layout. All it takes is just a few simple steps. Continue reading

How to dynamically filter Questionnaire templates on the Appointment entity form based on Appointment Type

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Collecting information in the field, in most use cases you expect a certain type of questionnaire to be available in certain situations and not in others. To enable this in Resco Inspections, we have introduced an option to associate a questionnaire template.

The general idea is that – when integrating Resco Inspections with Microsoft Dynamics 365/CRM – you can use many-to-many relationships to associate a questionnaire with an entity. The many-to-many relationship connects the questionnaire template to the actual record, so this defines which template belongs to which record.

We know that it’s always better to show than just to talk about it, so we’ve prepared the following detailed example.

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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

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

Documentation update: Learn more about Entity Notification Workflow and the new Questionnaire Designer!

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Despite the hot summer months and vacations in full swing, we at Resco don’t want to stand still and rather try to further improve our products and services. And today we have some new and updated documentation for you.

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Numbers don’t lie: How do Resco’s 200 largest customers use Mobile CRM?

Ever wondered how others utilize their Mobile CRM solution? To what extent do companies modify the app they get from Resco? Or which are the most popular entities utilized by our customers?

Then wonder no more, as we’re bringing you a sneak peek behind the curtain – exploring the usage of Mobile CRM at 200 of our largest customers. These are companies with the highest number of Resco licenses deployed to aid the job of their mobile staffers daily. Continue reading