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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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

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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Learn how to attach a signature to the Questionnaire Report (for MS Dynamics and RescoCRM)

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Many clients request their questionnaires to be signed upon completion by creating a separate question with a signature field. So it is understandable that they would like to see the corresponding signatures attached to mobile reports as well.

Given that this process is not as straightforward as it could sound, we have prepared this short guide to show the exact steps on how to achieve it.
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