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…
Tag: CRM
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…
Migration from Resco to Microsoft (Field Service Mobile) in May 2020
Microsoft have announced there new Field Service Mobile application which is soon to replace the old application previous built using the Resco platform – https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-2020-power-platform This blog post may seem a little pre mature as the application has just been…
How to get more space out of your views in Resco Mobile CRM
This post will show you how you can get some extra space in your views in Resco Mobile CRM. Below is an example of using extra space in the view where I have added custom icons in place of the…
How to display SLA Time on the Schedule Board
In this post I will show you how to set up an SLA timer on the Schedule Board Requirements view. First of all you need to create a new field on the Resource Requirement entity: Data Type = Whole Number…
Generating a mobile report and attaching it to an email using JavaScript in Resco Mobile CRM
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…
Custom Drip Scheduling for Field Service Mobile
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…
How to upgrade from v9.1 to v11+ for Field Service Mobile
Microsoft have added an official article on how to upgrade your mobile project https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-upgrade-project. You have 2 options: Import the new project template from Microsoft, derive the template and create a child project, and manually recreate your customizations in the…
Techniques to build complex sync filters in Woodford
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…