Routemapping? Yes Please! – Resco Mobile CRM Autumn update

Routemapping

Resco is releasing its Autumn Update and I am excited to see the new features implemented in a CRM project. You can now simplify your sales visits with routemapping or use the app on a supported Windows 10 Mobile.

Tl;dr – Watch the video

New features

Platforms

Yeah, finally Windows 10 support!

  • Support for Windows 10 — the Resco Mobile CRM application is now compatible with the new operating system from Microsoft
  • Support for Windows 10 Mobile – the application is ready for the arrival of the successor of Windows Phone
  • Reminders for desktop – notifications set for activities now appear also on Resco Mobile CRM desktop client
  • iOS 9 support – Resco Mobile CRM app works on the new operating system for iPhones and iPads from Apple
  • Inline lookups for Android – lookup fields now display records in line with the content (no pop-up windows anymore, users can simply spin a carousel or search for a record as they type) → This is a simple but great improvement
  • Enhanced email editor for Android – users can type in their emails in a new, improved email editor
  • Sync progress for Android – application will display the synchronization process in the system title bar, so users can track the sync progress as they work with the app
  • Header image for Windows RT – companies can use their logo or any other image as a header in the application
  • Scrollable calendars for Windows RT – in order to improve the usability of the calendar, users can from now scroll through the day/week as opposed to having a fixed layout
  • Confirmation dialog for Android & Windows desktop – in order to prevent mistakes, the application will ask users if they want to exit the setup menu if they didn’t confirm the changes
  • Flexible layout for Windows desktop – the dividers that split the screen of the application into 2 or 3 columns can be moved to the sides in order to minimize/expand certain sections
  • Minimize home menu for Windows desktop – the home menu can be easily minimized by swiping left in order to maximize the screen space for what’s important at that moment

Emails

  • Synchronize selected Exchange folders – users can pick which folders form their Exchange account will be pushed into the application instead of synchronizing the whole mailbox. By default, the app synchronizes the inbox and its sub-folders, as well as the folder for sent emails.
    Note: System administrators must first enable the Exchange integration in the Woodford configuration tool.
  • Choose email client for outbound emails – users can choose which email client to use when sending emails from the application. The choices include MS Exchange, Gmail and MS Dynamics CRM router and can be selected in the app’s setup section.
  • Colorize unresolved contacts when tracking an email – the application cross-checks the CRM database when users track an email. It matches the email addresses with existing records and if the regarding contact does not appear to be stored on the system, it is marked red to indicate the user needs to perform additional action (e.g. save the contact as a new record). → Finally a good use of color in the app.

Contacts

  • Synchronize Exchange contacts — users can synchronize their contacts from Microsoft Exchange with the mobile application. That means, when writing an email, these contacts will be available under the list of recipients, they will also be visible in the list of contacts and leads and can be saved as CRM records on demand. The database of Exchange contacts will also be cross-checked when tracking emails to find potential matches.

Documents

You’ll need to connect the app with SharePoint or Dropbox to fully enjoy the benefits of these new features

  • Case-insensitive search for documents stored on cloud – users can search for SharePoint & Dropbox documents without worrying whether to use lower- or upper-case for searched file names
  • Show contents of text documents also available for Windows – the app directly displays .txt files, so that users don’t need to open a file in an external app in order to view its contents
  • Show PDF files in Iframes for Windows – PDF files will be directly loaded for comfortable viewing in an Iframe
  • Drag & drop support for Windows 10 – files can be dragged and dropped within the application when wanting to move files between email attachments and notes → I’m looking forward to see how this works

User interface

A lot of the changes in the user interface look small, but have a huge impact on UX, which is, as discussed earlier in Dynamics CRM and User Experience, very important for the end user.

  • Sync status bar — the app now displays the date of the last synchronization in the Home section
  • Change product in sales entity detail form – products that have been added to, let’s say, an order or a quote can now be directly edited on the form
  • Change write-in product name on list – to make the editing a bit easier, users can change product names directly within the list of products
  • Descending sort in any sales entity view – records can be sorted in a descending order if this is the preferred choice
  • Show location based on the address – if GPS coordinates for a record are not available, the map tab will show a record’s location based on the stored address info
  • Edit entity properties directly on the list – users can directly edit records listed on a view instead of opening each record individually

Business Logic

The enhancements on the business logic are less important for users, but can save admins and the designers of the Mobile project quite some time.

  • Change form item style – admins can define whether a field should have a label or not based on a defined rule
  • Load entity instance by parametric fetch – if users want to display information from a different entity, which is not directly linked to the record, it can be done by using a parametric fetch. E.g. to display an opportunity on a contact form, where the contact is only listed as an influencer, not a parent account.
  • Make entity a shared variable and bind fields on form – simplified loading of parent entity fields onto a form
  • New string functions in Woodford – new functions IndexOf, Length, and SubString have been added to form rules
  • Localize Error Messages – add custom text to error messages that can be displayed to users in different languages
  • Toggle whether field is required (Validate) – the app can dynamically cancel whether a field is required, e.g. for example when one of the two required fields is filled in, the second one will become optional
  • Add new line to text in a View – text field will expand vertically if there’s more content to be displayed
  • Show or hide fields in a section in one step – until now, the app could dynamically pop up/hide fields based on a defined set of rules, this can be now done to a whole section of fields
  • Reload a list or web tab from rule – if, for instance, the app showed an unrelated list, like accounts from the same city as the one that was currently opened, the change of a city of the opened record would not affect the unrelated list. The new rule will trigger a reload based on the change.

Woodford

  • Project Hierarchy – system admins can now create a master project in Woodford, which will affect all child projects
  • Restore project – changes done to a Woodford project can be reverted by clicking on the restore button. This will omit new changes and return the project to the state, in which it was last published.

Synchronization

  • New Analysis step – the app checks whether there are too many changes for an entity on the server, and if so, instead of performing an incremental sync, it forces a full sync as an optimal solution for cases like this
  • New sync ordering step – the app checks actual records instead of just metadata for the entity order during an upload, which in turn speeds up the synchronization process, e.g. for cases where a user creates a contact as well as its parent account simultaneously

Route planning

I saved the best new feature for last; route planning!

  • Create an activity by tapping on the map – The app displays records on a map (Accounts, Leads or other), the user can tap on each record to create an activity
  • Select start & end location – users can choose the start and end destination for the route by selecting one of pre-defined locations (e.g. home, office) or tap on the map to manually mark the start and end point
  • Manage activities – users can schedule and reschedule activities by moving them up and down on the list to create an optimal route. The app recalculates the distance traveled and total driving time with each change.
  • Show route between activities – the app displays the route between activities on the map, each change is dynamically reflected, so the user gets an accurate visualization
  • Show estimated arrival time and “fix” activities accordingly – the app shows the travel time between activities and calculates the estimated arrival time for each appointment, so users can change its start time to minimize waits
  • Start navigation – Resco Mobile App will open up an external application that provides navigation to selected records
  • Close activity on the map – activities can be marked as completed with a single tap on the map

Do you rather like to watch instead of read?

Note: information is provided “as-is”, based on the Resco.net website

3 Comments

  1. Pingback: How can you use route planning in MobileCRM? – Koen's CRM Blog

  2. Pingback: How can you use route planning in MobileCRM? - Microsoft Dynamics CRM Community

  3. Pingback: How can you set up route planning in MobileCRM? – Koen's CRM Blog

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