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

Entity Hubs & Field user: How to combine Salesforce records without compromises

Salesforce data can be approached differently by various field users and across teams. One of the options to quickly access relevant data is to use Entity Hubs* via the Resco Mobile application. You can create a variety of hubs that represent condensed units of information relevant for specific teams and even individual users.

Example: Your Salesforce records like Accounts, Contacts and Leads can represent one unit = Customers.

This way, each team or a user can work with a particular Entity Hub and have all vital information in one place.

As of the Winter 2018 release of Resco’s mobile solutions, you can place any Hub you create not just on a view (like the Home menu), but on a form, as well. Continue reading

Quick tip: How to use custom fonts in your Resco mobile application

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We understand that everyone wants their application to stand out and follow their branding. Specific coloring, custom themes and icons are a good start, but the custom font is one of the things that majorly contribute to the application’s visual and identity.

That’s why we have introduced an option to use custom fonts in the December release. All you need, to set a custom font is the specific font in TrueType file type (.ttf) and Resco’s Woodford configuration tool. Continue reading

How to create Sales, Field Service and Inspection mobile projects for Salesforce with Resco

When it comes to enterprise mobility, the user adoption can be tricky. Therefore, we must make it as simple as it gets when introducing new mobile processes at companies.

Continue reading

Advanced tip: Managing cell anchors in views

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Resco’s Woodford customization tool provides multiple components that allow you to make the corresponding parts of the mobile app dynamically adapt to different display sizes.

One of those components are anchors that are used to control the view’s cell behavior when the row is resized. Continue reading

Entity form, its lifecycle, events and best practices for form rules (with practical examples)

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Entity form & Edit form editor

Form is a screen in the application that contains numerous fields which either hold or await the data. It is a tool that enables system administrators to represent the database data and collect user data in a user-friendly way. Each form should be easily understandable, which can be achieved by organized placement of the required components on the form. Continue reading

Quick tip: How to send a log from the Resco Mobile CRM app and Woodford

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To fast-track solving any unexpected issue, relevant information is essential. For our support team, it usually comes from a log file that you can send from both the Resco Mobile CRM app and the Woodford configurator.

But why send a log? Isn’t the error message enough? Well, log contains much more information than an error message. Continue reading