More insights for smarter business decisions: How to integrate Resco Inspections’ Result Viewer with Microsoft Dynamics 365 and Salesforce

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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

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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Quick Tip: Barcode scanning in Resco Mobile CRM

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When using a mobile app, the ease of use is one of the most important factors. Creating orders or performing service tasks often requires repetitive steps, so why not make it as simple as possible?

In Resco Mobile CRM, you can utilize barcode scanning in three major ways to speed up repetitive tasks: Continue reading

Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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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

Quick Tip: How to keep track of record changes made by external users

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We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.

But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading