In this post I will show an example of how to execute a mobile report and sending it within an email using javascript in Resco CRM. I had a requirement to provide a way of quickly creating an email with … “Executing a mobile report and attaching it to an email using JSBridge”
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Microsoft has currently deprecated the drip scheduling feature in Field Service which means we must build this feature ourselves, luckily there is a simple way of achieving drip scheduling using sync filters. Below is an example of a sync filter … “Custom Drip Scheduling for Field Service Mobile”
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1. Import the latest Woodford project from Microsoft The first step is to download the latest Woodford project from Microsoft and also creating a new blank project for your customisation’s. You will need to derive your personal project so that … “How to upgrade from v9.1 to v11+ for Field Service Mobile”
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When dealing with offline functionality the key is to limit the amount of data being synced to the device. In some cases you may have thousands if not millions of records for an entity and can take a long amount … “Techniques to build complex sync filters in Woodford”
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Forms Pro is the newest survey solution from Microsoft. You can try it here https://formspro.microsoft.com/en-us/ Step 1 – Install Forms Pro from Microsoft App Source Once you confirmed the install, check to see if the solution has installed. It wont … “Forms Pro Integration with Dynamics 365 and Field Service Mobile”
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These options are only available with these versions or later MicrosoftDynamicsScheduling – Universal Resource Scheduling 3.4.0.141 Microsoft Dynamics 365 Version 1710 (9.1.0.2435) online Checking the health of your schedule board The URS solution should now include a new web resource … “Schedule Board health check and possible fixes”
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Here is an example of using Microsoft flow to calculate estimated travel time from one location to another. This would be very useful for Field agents who travel primarily on trains and public transport. Below is the link to test … “Using Microsoft Flow and TFL API to retrieve Travel Time”
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A quick blog post around why sometimes you wont see records when using the Resco Mobile application. There are 3 areas to check: Security Roles Sync Filters View Filters 1. Security Role The first place to look and the least likely … “Why can’t I see my records when using Resco Mobile?”
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Field Agents who frequently travel will most likely be comfortable with using well known and familiar applications to set their journey directions, such as Google Maps or Waze. Below is code which is triggered from a command. In this case … “Open Google Maps or Waze from Resco Mobile CRM”
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If you want to get access to the fields within a view, you will use this solution here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/display-custom-icons-instead This will give you access to the fields within your view. But its not exactly clear on how to read fields … “Reading field values in a view from a related entity using JavaScript”
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