Quick tip: How snippets speed up the setup of Resco Inspections questionnaires

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The addition of snippets to Resco Inspections’ Designer enables an effortless way of reusing various questionnaire parts.

A snippet may consist of individual questions or entire groups of questions. It can be built from scratch or by copying a selected part of an existing questionnaire. All snippets are stored in the Snippet library. From there they can be easily pasted into any questionnaire template. Continue reading

May – the month of travel & events

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In terms of travel and events, May is the busiest month for Resco in 2019. Partners and customers can meet our staff at 9 events – 8 of them organized by Microsoft and Salesforce communities, plus one special training of our own.

Where, when and which Resco team members can you meet across Europe and America in the upcoming weeks? Continue reading

7 reasons why become a Resco partner

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Resco’s partner network currently consists of 500+ companies worldwide. These companies possess strong knowledge of Resco technology in combination with Microsoft Dynamics 365, Salesforce and/or other business systems. Our partners are the ones who help customers to implement, customize, and support their Resco enterprise mobility solutions.

Our partner program is designed to create mutually beneficial relationships that increase 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

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.

Continue reading

How to choose the right inspection tool for work on the go? 5 questions to guide your decision

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From customer surveys and maintenance checks to incident reporting, the inspection process typically involves a lot of paper work. The advantages of going digital are hard to ignore – higher efficiency, better integration with other processes, less likelihood of papers getting lost, better searchability of data, and many others.

If you decided to take the digital plunge and are searching for a solution to adequately replace paper once and for all, we have prepared a list of considerations that will help you make your choice.

Continue reading

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

Resco at events and conferences around the world in 2019

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Where can you meet our team in person throughout the year? Continue reading