Category Archives: Resco Mobile CRM

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 »

How to Use Custom Commands on Entity Lists in Resco Mobile App

Introduction Recently, we had a business requirement where we wanted to change the status of Bookable Resource Booking record from ‘Entity List’ in Resco mobile app. So, in order to achieve this functionality we have used ‘Custom Command’ of ‘Entity List’. Follow the steps given below to add ‘Custom Command’ on the ‘Entity List’. 1.… Read More »

How to access Source Element of Relationship while creating new records in Resco Mobile App

Introduction Recently we had a business requirement in which we needed to create child records of Account entity from Parent Account record with pre-populated ‘Account Type’ field. For example, we have an Option Set field (‘Account Type’ with four options Architects, Customers, Designers and Drafters) and four Entity Lists added on the Account Entity Form.… Read More »

Working with Fetch functions of JSBridge Reference file in Online and Offline Mode of Resco Mobile App

Introduction: Recently, we had a business requirement where we needed to display total number of active Agreement records associated to the Account entity of Dynamics 365 CRM on “Account Entity Form” in Resco mobile app. So, we developed a script for populating total number of active Agreements related to the Account record and deployed it… Read More »