Introduction: Recently we had a business requirement, where we needed to send Dynamics 365 CRM Report through Email from Resco Mobile App. In this blog, you will see how to do the same. To achieve this, follow the steps given below: 1) We added a custom button (i.e.Command) on the Entity Form of the Invoice… Read More »
Introduction Recently, we had a business requirement where we wanted to change the status of Bookable Resource Booking record from ‘Entity List’ in Resco mobile app. So, in order to achieve this functionality we have used ‘Custom Command’ of ‘Entity List’. Follow the steps given below to add ‘Custom Command’ on the ‘Entity List’. 1.… Read More »
Introduction Recently we had a business requirement in which we needed to create child records of Account entity from Parent Account record with pre-populated ‘Account Type’ field. For example, we have an Option Set field (‘Account Type’ with four options Architects, Customers, Designers and Drafters) and four Entity Lists added on the Account Entity Form.… Read More »
Introduction: Recently, we had a business requirement where we needed to display total number of active Agreement records associated to the Account entity of Dynamics 365 CRM on “Account Entity Form” in Resco mobile app. So, we developed a script for populating total number of active Agreements related to the Account record and deployed it… Read More »
Introduction Resco Woodford provides many features one of which is, to be used by the technician by working on the field. Resco provides one of the features that user/technician gets notified for any of the events from the Dynamics CRM in the latest version of the Woodford (11.3.1.0). Consider that user needs to be notified… Read More »
Introduction: Commands in Resco mobile app allow certain actions throughout the whole form. The main principle is to create a command in Woodford, but the logic that need to be performed on execute of the command can be defined in the JavaScript. Let’s consider an example, on “Work Order” user wants a custom command to… Read More »
Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »
Introduction: Recently, we had a business requirement where we need to filter the List View on the entity form of Resco mobile app. Generally, when you add a List View on an entity form, it will show all related records in that list. But we can filter the Views in Resco mobile app to show… Read More »
Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More »
Introduction: We had a requirement where we wanted to add a view that will list out all the Work Order Incidents on the Resco Mobile CRM app. We also wanted to add clickable images to this view to allow the user to mark Work Order Incidents as resolved or unresolved through a visual guide. To… Read More »