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Working with Resco Mobile CRM: Part 1 – Installation

Recently I have been asked to implement Resco Mobile CRM for MS Dynamics CRM for a client. For those of you that haven’t worked with Resco, the advantage as I see it is that you can offer a tailored CRM solution across multiple devices using either out-of-the-box or custom configuration for users with offline capability.

You can get a full overview of the features provided by Resco MobileCRM, take a look at their website http://www.resco.net/mobilecrm/app.aspx.

Resco is ridiculously easy to install and configure for most CRM practitioners without the need for additional training, though it has to be said the downloadable PDF material can walk you through most configuration tasks step by step.

In order to utilise Resco Mobile CRM you need to download the Woodford application solution from the website. The solution is free for organisations that wish to use Woodford for out-of-the box entities without the use of custom fields. If you do want to use custom configuration then you will need the licensed version purchased from Resco (for more information see the website or speak to your Microsoft Dynamics Partner).

Woodford is an application that enables you to create customizations of the app, manage licences and mobile devices. The solution is imported into your CRM organisation and is compatible with both Online and On Premise deployments, providing they are IFD enabled.

Prerequisites:

  • Resco Mobile CRM Woodford
  • Resco Mobile CRM App, which minimum version is indicated on the right upper corner of Woodford’s window—available for each of the supported platforms on Resco web (http://www.resco.net/mobilecrm/app.aspx)
  • Compatible version of MS Dynamics CRM

Please Note: Minimum Resco Mobile CRM version required for customisation is indicated on the right upper corner of Woodford’s window.

Step 1 – Download or Install Woodford 

You can find the Woodford solution from by using the following link: http://www.resco.net/mobilecrm/woodford.html, you will then need to choose to download or install the solution, (you will need to be a System Administrator in CRM in order to sync’ with the server later on).

Please Note; Woodford integration by importing the managed solution file is not available for Dynamics CRM 4.0. Imported solution or standalone Woodford application is available for CRM 2011 and CRM 2013.

Step 2 – Import the solution

You will need to import the solution into your CRM organization, and you will be able to run Woodford directly from CRM Settings section. In some cases this option helps overcome some authentication problems that you may encounter running the desktop version of Woodford which is also available.

Working with Resco Mobile CRM: import the solution

Navigate to your CRM server or CRM Online instance and then; Settings >Solutions select the Woodford solution and hit the Import button. Once the import has completed don’t forget topublish the solution. The solution will then be available in the MS Dynamics CRM application by navigating to; Settings > Mobile CRM.

Step 3 – Create your Mobile Project

Once you have the Woodford solution installed you will need to create a new “mobile project” bu using the navigation steps in the previous section, if Silverlight app’ doesn’t launch automatically, you can click the “MobileCRM Woodford” icon in the UI.  A mobile project contains all customizations of the Mobile CRM application. This is where you can add/remove/change fields, entities, views, forms, etc.

Working with Resco Mobile CRM: create your mobile project

 

To create a new project once the app’ is open by selecting; Mobile Projects > New. For internal users select the project type as “Standard” and give it a “Name”, the “Priority” attribute is used when multiple projects are created, the higher the priority number is used first for synchronisation. Finally select the “Security Roles” which will use the project forms in the client app. Then click “Ok”.

There you go! Resco MobileCRM is installed and you are ready to configure your project. On my next blog post I will guide you on how to use Resco Mobile CRM.

This blog post was originally published at https://redcrm.wordpress.com/2015/02/15/working-with-resco-mobile-crm-part-1-installation/.

Posted by: Mark Horrocks, Solution Specialist, Dynamics Solutions | 25 February 2015

Tags: CRM, Dynamics CRM, Mobile, Customer Relationship Management


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