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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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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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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The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford. Below is an example of creating a … “Open and prepopulate fields onto a new form in Resco using JSBridge”
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I had a requirement for providing push notifications on the Field Service mobile application for Field Engineers when a Work Order is Scheduled to them. Resco provide some Workflow Activities already in their solution. One being the ‘Send Chat Message’ … “Resco Chat Messages & Push Notifications for Field Service”
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You may have found text pop ups when using and navigating the Resco Mobile App. But what if you need to edit the message of the Alert? Here’s how you do it! Go to Localizations Drop down the … “Edit System Alerts in Woodford”
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I will demonstrate in this post how you can send a simple dynamic HTML email in Resco CRM. In this example I want to send an email to the Customer when the Work Order Schedule Status Reason field is … “Resco CRM – Sending a simple dynamic HTML Email”
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Here I will go into detail on how you can retrieve data from other entities without the need for code! Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve … “How to fetch data from other Entities in Woodford (Without code)”
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