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…
Tag: Mobile
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…
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…
Forms Pro Integration with Dynamics 365 and Field Service Mobile
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…
Why can’t I see my records when using Resco Mobile?
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…
Resco Chat Messages & Push Notifications for Field Service
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’…
Edit System Alerts in Woodford
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…