Show info from parent on a child form: E.g. see the relationship type of the Account whenever you open up a Contact

Show info from parent on a child form in Resco Mobile CRM

This example represents a situation, in which you want to display values from parent entity on a child form.

How can this be useful?

Your sales people want to see, let’s say the relationship type of an Account on a Contact form. To see if the person they are talking to is already a customer or still a prospect.

Or they want to see the City of the parent Account whenever they open an Opportunity – to find out if they can pay the prospect a visit while they’re in town.

Ultimately, you’re going to save yourself clicks and avoid confusions by having it all in one place. Continue reading

Resco CRM: Where are we now & where are we heading?

RescoCRMaccountviewIf you are reading this, you are probably familiar with our mobile application for Microsoft Dynamics CRM and its customizing tool Woodford.

Click here to learn the difference between Resco Mobile CRM and Resco CRM.

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CTG Experience Day 2014 Photo Recap

For the first time we attended the CTG Experience Day that was held in Affligem, Belgium on October 16th.

This one day forum for 400+ attendees was organized by our partner CTG Belgium, who provides IT consulting and implementations for enterprises in Europe (and worldwide as their headquarter is in US). Note: CTG Belgium was announced as the “Rising Star” for Microsoft Dynamics by Microsoft itself at this year’s Worldwide Partner Conference.

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Data Images: Simply explained

You can add pictures and photos into your mobile client for Dynamics CRM. This means you can see a product’s picture or a contact’s photo in the app.

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Find your Contacts on LinkedIn (with a little help from iFrames)

Hands up if you are using iFrames that pass entity fields as parameters in your Mobile CRM?

My guess is, not many hands are raised right now. And that’s probably because:

A: you’re not using them
B: you’d feel really awkward holding your hand up in front of your screen

I’ll admit it. I wasn’t using them either. Until now. Continue reading