Say goodbye to empty fields and incorrect data: How to make fields required in Resco Mobile CRM?

required_field

“In the end, CRM is only as good as the data you put into it,” said one of our customers just a few months back. But how do you ensure your sales team, service technicians, or other mobile CRM users will indeed properly fill out the fields, to get relevant insights and be able to initiate the next steps in your customer management process? Especially if these fields are not set as required in your Microsoft Dynamics CRM either? Continue reading

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

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In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.

When can this be useful?

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Quick calendar trick: Color-code your activities

color code activities

Give your calendar some clarity and help your users identify activities. You can do so by assigning a color to an activity based on its type, owner or other trait.

Assigning colors to activities in Resco Mobile CRM calendarFor example:

  • Make your Appointments blue and Tasks red
  • Differentiate tasks with high priority from those of a lower one
  • For a shared calendar, assign a color to each user

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Mobile Workflows a.k.a. Form Rules: simply explained

Workflows in MS Dynamics CRM were designed to automate business processes, or in other words to perform actions according to a set of predefined rules.

With workflows you can model operations that run real-time or are triggered manually by a user.

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