Resco Inspections for Microsoft Dynamics 365: Start building your first questionnaire

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Whether you deal with sales or field service, inspections and data collection come into play in lots of different scenarios. From staff reviewing a store’s inventory, construction safety supervisors, sales reps gathering customer feedback to agents documenting insurance claims or technicians going through checks of complex machinery. And if your organization already utilizes Microsoft Dynamics 365/CRM you might have considered using it to handle your inspection process.

At Resco, we’ve recently launched Resco Inspections, which can be fully integrated with Dynamics 365/CRM. Continue reading

Integrating MailerLite, GetResponse and MailChimp with Resco Cloud

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Resco Cloud’s marketing module consists of 2 parts. An external marketing service and its integration with the Resco Cloud server. We decided for this approach, because we believe that it is more effective to utilize a mature external service with extensive marketing functionality than to develop a new marketing service from scratch. Continue reading

Integration of SAP ERP and Resco Mobile CRM

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It is estimated that almost 75% of all business transactions come in contact with the SAP system. That’s why Resco has introduced a convenient update for their users that use SAP ERP and still want to be mobile. First, let’s talk basics. Continue reading

Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 4

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We’ve looked at the basic terminology and the presentation of documents in the app’s user interface in the first part of this series and continued with  document filtering, viewing, editing, storage and safety. Last week, we examined the details of how Resco Mobile CRM works with file hosting services (especially SharePoint). And now we’d like to wrap up our technical deep dive into document integration with a couple of final observations and tips for improving the app’s performance. Continue reading

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