I had a requirement to display a list of Services and Products onto a Quote report. But list all the services on top of each product within the report. This means that I will need two Repeaters which displays a…
Tag: CRM
Field Service Technician Service Reporting Development Guide
Microsoft have documentation covering their service reporting functionality – Field Service technician service reporting | Microsoft Docs. You will first need to download the reporting solution provided by Microsoft and install it into your environment. Next you will need to…
How Dynamic’s reacts to multiple instances of the same field on a form.
I noticed that Dynamic’s has a particular way of handling multiple instances of the same field on a form. I have added three instances of the description field on the Account form. If you add the same field on a…
Migration from Resco to Microsoft (Field Service Mobile) in April 2021
This is a continuation of my last blog post – https://www.daymandynamics.com/migration-from-resco-to-microsoft-field-serivce-mobile-in-may-2020/ Microsoft have added some migration details which can be found here – https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-2020-power-platform. Observing some important information within that link is Microsoft actually now recommends using their new application…
Loop through selected records in a Multi-Select view custom command with Resco Mobile CRM
You cannot create a form rule for your custom Multi-Select command which means that you will need to add some Offline HTML to execute your custom rule. To apply your custom rule you will need to add a new command…
Bypassing frontend validation on the web using Fetch
This is just an example of how you could possibly bypass certain front end validation by executing an asynchronous fetch within the developer tools console. When trying to create a new process in Resco Cloud, there is a function called…
PCF – Email Report
I created this PCF to allow users to create an email record and automatically generate and attach a SSRS report. You can download the managed solution here. Link to the PCF Gallery here. Setup To add the PCF component to a form,…
PCF – Simple Note Experience
I created this PCF to allow a simpler experience of adding notes and attachments while using any of the Dynamics mobile applications. This control was primarily built for mobile but can also be used on the web as well but…
Migrate Inspection(s) to other environments
I have a link to the Visual Studio project here. This currently only opens for Visual Studio 2019 and will not open for any earlier versions of Visual Studio. You will also need to download a few other items before…
Migrate Schedule Board(s) to other environments
I have a link to the Visual Studio project here. This currently only opens for Visual Studio 2019 and will not open for any earlier versions of Visual Studio. You will also need to download a few other items before…