Resco Mobile CRM – How to …

I have blogged about Resco Mobile CRM earlier. Here are some helpful ways and tricks how you can improve your Resco Mobile CRM project:

How to create a Mobile project in Resco Mobile CRM?

Situation: As we have different kind of projects; e.g. more sales oriented app and more service oriented app, I am developing two mobile projects, with customizations depending on the kind of app. But how can you choose which one of the mobile projects will be shown on the app when you open it?

Answer: Mobile projects are distributed to users according to the user’s security roles.  So in your case you can divide the users into “sales” security role and “service” security role and create mobile projects for each security role.

Mobile Project

How to create fields in Resco Mobile CRM?

Situation: When developing in the CRM environment and the Woordford environment, I sometimes create new fields in the CRM environment. These are not synchronized to the woordford program and I need to restart it to see my new fields. Am I missing something or is this the only way to see the changes?



Answer: Once you add a field in the CRM environment, it’s required to restart the Woodford so it can read the new schemes. Just a little warning, before you remove any fields in the CRM, please disable them from Woodford and remove them from any views and forms where they are used.

How to enable Activity Feeds in Resco Mobile CRM?

Step 1: Enable your activity feed in your project

Activity Feed 1

Step 2: Add your acitivity feed to your home page, save and publish.

Activity Feed 2

How to set up Barcode scanning in Resco Mobile CRM?

Step 1: make a new field in CRM (single line)

Step 2: make your new field available in CRM

Step 3: Set the format of the new field to barcode

Barcode

Step 4: Add it to the form, save and publish

Barcode 2

How to work in online and offline mode in Resco Mobile CRM? And what is the difference?

Online mode: you work with real data on the Dynamics CRM server. To be able to work in the online mode, you need to have connection to the internet (duh!).

Offline mode: you work with data downloaded to the local database in the device’s memory. You can define which data you want to have available offline by using Sync filters. When you make connection to the internet, the local database will be synchronized with the Dynamics CRM Server.

How to set up automatic synchronization in Resco Mobile CRM?

Check out Resco’s blog post: How to set up automatic synchronization in Resco’s mobile CRM client for Dynamics CRM

How to set up my Dynamics CRM workflows in Resco Mobile CRM?

Situation: I have set up a workflows on the server; can they be active in the app as well?

Answer: Not in a classical sense. Because Mobile CRM app is able to work in offline mode, all business logic needs to be also implemented into the app or you can feed the app the inputs, sync it with Dynamics CRM, let the workflow run on the server itself and receive the results after another sync.

How to colour code appointments in my agenda in Resco Mobile CRM?

Step 1: Open a Mobile Project in Woodford –> Go to section Calendar –> click on the calendar item –> go to Rules tab, select appointments

Color code 1

Step 2: Click on the Define Color button. A new window will open, in which you’ll be able to create rules that will specify the color for different entities.

Color code 2

Step 3: Start adding conditions (In the condition, specify the name of the entity), then add a step ‘Color’ and assign a color to it. 

Color code 3

Remark 1: Use the entity name, not the display name. I ran across an issue with service activities, as I defined the name as “Service Activity” insead of “ServiceAppointment”.

Remark 2: The colors need to be in ARGB format (8 hexadecimal digits : 2 digits for the Alpha channel + 6 digits hex value for RGB ).

Remark 3: Make sure that the field, that is used in the rule, is available on the View. It does not have to be placed on the View, it needs to be available. If it is not, add it using the Select Fields option.

Color code 4

Remark 4: Specify a color for the “not specified”-option.

Color code 5

How to add pictures to a record (e.g. a service activity) in Resco Mobile CRM?

Situation: For a Service activity, we would like to be able to take pictures of the activity which has been mode (e.g. a reparation of a machine).  I have added the Media Tab for “capturing photo’s”, but this allows for only 1 photo to be taken. Do you need to add more tabs for more photo’s or is there another way?

Answer: In the note tab (media tab) you need to add a new Note to which you can add another photo. 1 note = 1 photo. Or you can add the notes list, which allows to make multiple notes (and add multiple photos).

How to pick a Resco Mobile CRM version? What is the difference between a free vs a paid version?

This table should explain most of the differences:

Free versus paid version

An administrator will be able to add/enable/disable users + assign licenses to them in the Woodford solution.

Licenses 1

Licenses 2

How to set up geocoding in Resco Mobile CRM?

The Woodford user manual gives quit an easy explanation on how to geocode your records (e.g. accounts). But there are a few things which you should mind.

Geocoding

First of all, you need a Bing Map Key, it is not important which one, but you’ll need one nonetheless (I high marked it in green). It is because at this moment the Bing Maps at this moment is the service most open for this kind of activity, other services charge way too much money for this.

Second, There is a limit on the number of requests according to the Bing key you use. If it is the free one, there is a limit to 10 000 requests per 24 hours. So use the Geocoding functionality in multiple transactions.

Third, after geocoding, it will take a while if you open up the map in the Resco app, before the coordinates are loaded and the record locations are shown.

Fourth, if you receive errors, you’re in it for the long run:

Geocoding error

Errors like these can have different causes, you’ll need to dig in the error log, but before you do that, make sure you check if your Bing Map Key is still valid (TIP!). Further cause might be a bad address in CRM (e.g. country abbreviation instead of full country name).

How to set up routeplanning in Resco Mobile CRM?

After geocoding, you can use the routeplanner to navigate towards the records you just geocoded. Route planning at this moment is only done through an action button that calls a query to google maps and opens a browser window – to activate it you have to go to the address tab (the tab needs to be named address tab and needs to be on the Edit Form, not on the Contact Information Form) and there tap on the action button (forms have action buttons on top right; save button, the three-line button which shows other actions to perform) and choose “ Navigate To” (Android devices show a google map, iOs devices show Apple maps). As the starting position it will chose the location of the device according to the GPS and the destination would be the GPS address from the record.

Updated: You can now use and set up routeplanning in the Resco Mobile CRM app.

How to add a digital signature to your form in Resco Mobile CRM?

I could tell how you should do this, but Mark Horrocks has explained this perfectly in his blog post: Resco MobileCRM – Adding a Digital Signature to Forms

How does the architecture between Dynamics CRM and the Resco app look like?

CRM and Resco

How to add SharePoint to your mobile project?

  1. Enable the SharePoint configuration in your CRM organization
  2. Enable SharePoint in your mobile project
  3. Add the “Cloud documents” list to your form

Cloud documents list.png

How can you add subtitles to your form?

Add a binding to the separator on your form. This will act as a text label. Furthermore you can change the style of the separator to make it more like a subtitle.

Resco subtitle

How to find the “About” section on Windows tablet in Resco Mobile CRM?

About

How to find the Resco Mobile CRM log file?

C:UsersUser_NameAppDataLocalPackagesResco.MobileCRM_nf1vnwdtkksgrLocalStateMobileCRM

Your logfiles:

  • synclog.txt
  • onlinelog.txt
  • crash.log

How to set up the new UI in Resco Mobile CRM?

This webinar will show you how to:
• set up the new user interface of Resco Mobile CRM with Woodford configurator
• combine multiple entities into one view (entity hubs)
• set up extended views
• fuse record’s fields and associated views onto one form
• alter the design and more

How to show info from parent on a child form?

You can find the instructions to do this on the blog of Resco Mobile CRM, or you can read them down below:

Because we need to load the parent data not only after opening a record, but also after filling in/changing the lookup field ˈregardingˈ, we will use On Change rule. (On change will also work whenever you load/open the record.)

For this example, we will use Contact as child, and Account & Contact as parents. The rule itself will be created on the child entity, because that is where we want to show the parent data. I’ll go into Contact Edit Form and click on the On Change rule. We will create shared variable, where the data from parent will be set.

OnChangeRule

First, click on the arrow at Shared variable (1) and then Add Variable (2). It will create a shared variable, where you need to set the type (according the type of data that is to be displayed from the parent entity record). Name of the variable depends on you; however remember it can only contain alphanumeric characters and underscore “_”. The number of shared variables needs to correspond with the number of parent fields that you want to display on the child record. Click on the arrow (1) again to close the shared variable section.

CreateCondition

Now you need to create a condition to specify the situation, in which the parent data will be set to the shared variable field on the child entity.

AddCondition

In general, the condition should at least contain check (whether the lookup, where the parent entity is set, is filed in). Otherwise you will get an error. Also, because we are creating an On Change rule, a good practice is to add a condition that specifies the field that is changed (otherwise the rule will be triggered again and again after each change, ending up in an endless loop that may cause a potential crash of the app).

I will also add a condition, in which I will check the type of the target of the lookup field. This is because the Contact’s field Parent Customer can have Account or Contact as a target – and I need to make different rules for different targets.

The whole condition then looks like this:

CreateVariable

Next step is to create a variable. Here I will load the parent entity instance, so that I will have access to its data.

Variable type is Entity, as we are loading an entity instance. Name of the variable depends again on you. In some cases, like loading an option set, it is better to use the entity name as variable name, so the name of the option set value is resolved automatically. Then we need to specify the lookup that points to the parent record (parentcustomerid) and the target. In this case I will set Account, as this is what we tested in the condition.

Variable

Now, we can access the parent field data (Account). So I will add a step and set the parent Account’s Relationship Type field to the shared variable.

AddStep

But, in case the parent record is a Contact, I want the field to display the information on inability of the relationship type. So I will add the otherwise if condition and specify another condition, similar to the first one, but using a contact as the parent customer type.

AddIfOtherwise

SpecifyCondition

In this case we will only use text that will be displayed in the shared variable (in our case simple N/A will do). It’s a string, so it is OK.

SharedVAriableMessage

There is one more step and we’re done. We need to place the shared variable on the edit form. I’ll save the rule and place the shared variable on the form.

AddToEditForm

Then I’ll just save the edit form, publish the project and synchronize the Resco Mobile CRM application.

P.S.: The display name of the shared variable can be changed in Localization. Just add a new item and enter the name of the Shared variable as ID & string as the future display name.

SharedVAriableMessage

P.S.2: If you want to make the field appear to users as read only, add one more step, in which you set the form item Relationship_Type as disabled (for editing). Otherwise user will be able to change the field value, but this change will not be saved anywhere.

How to utilize project hierarchy in Woodford?

Read the full post at Resco Mobile CRM’s website, or the short version below:

1. Go to Mobile Projects in Woodford and create a new project by clicking New

2. Name the project Master (or any other name that will make sense to you).

3. Now you’ve got a master project. You can go ahead and start customizing it or skip this step for later. But do publish the master project before moving onto the next step.

4. Create a child project by selecting the master project from the list and by clicking on the Derivebutton. This will open up the standard window for any new project—you can alter the name, priority and select a user role, for which the project should be used.

Note: Child projects can be aimed at different user roles than the master one. E.g. the master project can be set for system administrators while a child project can be set for sales managers.

5. Now, you’ve got a child project. In the list of mobile projects, you can see which master/parent project it is derived from. The child project will inherit new traits from the master right after the master is published. You can go ahead and customize the mobile application either in the master project or a child project (depending on whether it is a change you’d like to apply for all projects or an alternation of a single one).

How to use form rules?

You can learn about the basics of form rules in the following webinar video from Resco Mobile CRM.

How to set reminders

 

 

How to utilize project hierarchy in Woodford: A guide for new & existing Resco Mobile CRM customers

Project Hierarchy in Resco Mobile CRM Woodford

One of the new features introduced in Resco Mobile CRM Autumn update is project hierarchy in Woodford. What does it do?

Project hierarchy comes in handy if you have multiple projects, let’s say for different groups of sales people, and you want to make one change to all of them.

You’re able to create a master project in Woodford, which will affect all child projects–we’re basically talking about project inheriting customizations from another.

Every change that you perform in the master project is automatically applied to the child project as soon as you publish it.

Juraj from Resco has done a great job explaining the ins and outs of mobile projects in this webinar. Do watch it to learn more about project hierarchy, file changes and more.

How to start working with project hierarchy?

1. Go to Mobile Projects in Woodford and create a new project by clicking New

2. Name the project Master (or any other name that will make sense to you).

3. Now you’ve got a master project. You can go ahead and start customizing it or skip this step for later. But do publish the master project before moving onto the next step.

4. Create a child project by selecting the master project from the list and by clicking on the Derivebutton. This will open up the standard window for any new project—you can alter the name, priority and select a user role, for which the project should be used.

Note: Child projects can be aimed at different user roles than the master one. E.g. the master project can be set for system administrators while a child project can be set for sales managers.

5. Now, you’ve got a child project. In the list of mobile projects, you can see which master/parent project it is derived from. The child project will inherit new traits from the master right after the master is published. You can go ahead and customize the mobile application either in the master project or a child project (depending on whether it is a change you’d like to apply for all projects or an alternation of a single one).

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