Category Archives: Resco Mobile CRM

How to overcome the issue of ‘clear fields value’ of Bulk Update command in Resco Mobile App

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on the view which allows us to select multiple records and to perform Bulk Edit from the mobile app as well. Note: This feature is available in version 15.1 or later of the Woodford and Resco Mobile CRM App.… Read More »

Bulk Update records in Resco Mobile App within Dynamics 365/CRM and more!

Resco Woodford has introduced a new feature in the latest release i.e., the Bulk Update option on view. This feature is available in the latest version on Woodford i.e., 15.1. Till now there was no functionality to update multiple records in a single click same as a web client. Now this “Bulk Update” feature shall… Read More »

Open SMS application with predefined details from Resco Mobile App

Introduction Sometimes while working with the Resco Mobile app, there may be situations where we need to send a SMS to a specific client based on certain conditions; for instance like creating Booking related for Account or Technician started travelling toward the address to visit. So, in order to achieve this, previously there was no… Read More »

Using Barcode or QR Code Scanner Control in Custom HTML Page in Resco Mobile App

Introduction Recently we had a business requirement where we needed to scan the barcode/QR Code of the Customer Asset entity record so it can show its information on the HTML page on the home screen of the Resco Mobile App. To achieve this, we followed the below steps: 1. We developed an HTML Page with… Read More »

How to add Dynamics365 Report in Notes of the Current Entity Record in Resco Mobile App

Introduction Recently we had a business requirement where we needed to add Dynamics365 Report as a Note of the current entity record in Resco Mobile App. So to achieve this, we followed the below steps: 1. We added a custom button (i.e.Command) on the Entity Form of the Invoice 2. Then we added an “HTML”… Read More »

How to show Form based on a Condition in Resco Mobile App

With Resco Mobile App, we now have the ability to show a specific form of an entity. The Resco Mobile App provides the feature of ‘Select Form’ to control which form should be displayed based on a condition. Often the use case is that a type (e.g. Option Set) has a dedicated form which should… Read More »

How to update records within Resco Rules for Field Service Mobile App

Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More »