Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 2

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In Part 1 we’ve established the basic terminology when discussing the use of documents in Resco Mobile CRM and described how they’re presented in the apps user interface. In this post we’ll take a closer look at document filtering, viewing, editing, storage and safety. Continue reading

Get to know Resco Cloud for Field Service

What do Resco Mobile CRM and Resco CRM have in common? Well, more than you’d think. In fact, together they mold into a single solution, called Resco Cloud.

Resco Cloud with 700+ features

=> Desktop CRM + Mobile App

The idea behind Resco Cloud is to intensify the consumer experience through sophisticated cloud technology with an emphasis on mobility.  Continue reading

Better safe than sorry: Device Security Management in Resco Mobile CRM

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As smartphones and tablets continue to embed ever-deeper into our lives, the importance of mobile device security keeps growing even faster. From e-mail communication, through personal banking details, to business data that provides the essential competitive advantage – mobile devices today easily contain volumes of sensitive information comparable to any computer. Continue reading

Try Offline Mobile Sales and Field Service Solutions for Salesforce

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Is your company utilizing a Salesforce solution? Then you’re on the right track! Salesforce is the world’s #1 cloud-based CRM software.

However, to transfer your business by all means, you must consider integrating enterprise apps into business processes instantly. Having Salesforce data mobile, lets everyone run an entire business from a phone and/or tablet.

Resco Cloud is the perfect fit for sales reps, service technicians, and other workers, who require constant access to their Salesforce data. Continue reading

How can the Resco Mobile CRM app connect to Microsoft Dynamics CRM?

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Here are some ways of connecting with the Microsoft Dynamics CRM server.

These options work for versions 4.0, 2011, 2013 and 2015.

Different ways of connecting to your organization

The minimal requirement for synchronizing the app with the Dynamics CRM server is the Dynamics CRM web services and the authentication services availability.

You can opt for IFD with Claim-Based Authentication or, in case when the Dynamics CRM server and the Active Directory Federation Services cannot be exposed to the Internet, you can use VPN or Direct Access connection. Continue reading

Resco Mobile CRM: How Resco implements the offline mode (a technical deep dive) – Part 2/3

I have described the difference between online and offline mode in Resco Mobile CRM client for Microsoft Dynamics CRM in my previous blog post.

As written in there, online mode resembles the work of a web browser, it’s getting data directly from server. Which makes data operations slow, costly and potentially risky.

Offline mode, on the other side, works with data stored in the local database. Hence the data loading/storing is fast and presents no problem at all.

So far, so good.

Online mode looks like a looser.

So why then do you find primarily online clients in the Dynamics CRM world?

Continue reading