There might occur situations when you want to quickly check how a Microsoft Dynamics 365/CRM record looks in your Resco app.
For example, if a field worker doesn’t see the address of an account in his app and reports the issue, the system administrator can open that account instantly in Resco – directly from his Dynamics instance, to verify if he has the same issue. Continue reading →
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 →
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.
Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading →
The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.
However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. Continue reading →