Difference between revisions of "Resco Field Service 2.0 for Dynamics 365 Field Service"

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{{Dynamics TOC}} {{WIP}}
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{{Dynamics TOC}}
 
You can enhance Dynamics 365 Field Service with Resco technology to leverage the superior flexibility and mobility of [[Resco Mobile CRM]] app and benefit from many additional features like [[Inspections]] or [[Resco Routes|Routes]].
 
You can enhance Dynamics 365 Field Service with Resco technology to leverage the superior flexibility and mobility of [[Resco Mobile CRM]] app and benefit from many additional features like [[Inspections]] or [[Resco Routes|Routes]].
  
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* Part II: [https://youtu.be/Nn3Vg_24YGg Field Service project]
 
* Part II: [https://youtu.be/Nn3Vg_24YGg Field Service project]
 
* Part III: [https://youtu.be/iqpMS0Gy0Oc Resco vs. Power Apps]
 
* Part III: [https://youtu.be/iqpMS0Gy0Oc Resco vs. Power Apps]
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== Combined entity form ==
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Resco mobile apps normally display one entity per form. However, for Dynamics field service, there's an exception. When you open the form of Bookable Resource Booking, it can include also the form of its parent Work Order. This behavior can be controlled in project configuration: [[Configuration#Forms|Combined Booking Form]].
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In Woodford, the form for each entity is configured separately as normal; the forms are combined in the app at runtime.
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The combined form makes using client-side business logic a bit more complicated. Each form can have its own set of rules - but they affect only one half of the form. However, there is a way to affect the whole form:
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* Create the rules on the Bookable Resource Booking entity.
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* Use the built-in ParentEntity variable to query or modify Work Order properties.
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[[File:Combined form rule.png|600px]]
  
 
== See also ==
 
== See also ==
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* [https://www.resco.net/blog/field-service-2-0-vs-dynamics-365-field-service-mobile/ Resco Field Service 2.0 vs. Microsoft Dynamics 365 Field Service Mobile] {{Badge|Blog}}
 
* [https://www.resco.net/blog/field-service-2-0-vs-dynamics-365-field-service-mobile/ Resco Field Service 2.0 vs. Microsoft Dynamics 365 Field Service Mobile] {{Badge|Blog}}
 
* [https://www.youtube.com/watch?v=-6M4ubgfk2o Mobile options for Microsoft Dynamics 365 Field Service] {{Badge|Webinar}}
 
* [https://www.youtube.com/watch?v=-6M4ubgfk2o Mobile options for Microsoft Dynamics 365 Field Service] {{Badge|Webinar}}
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[[Category:Dynamics]]

Latest revision as of 07:47, 18 November 2021

Microsoft Dynamics

You can enhance Dynamics 365 Field Service with Resco technology to leverage the superior flexibility and mobility of Resco Mobile CRM app and benefit from many additional features like Inspections or Routes.

Key features

Fast and flexible mobile app with full offline support
Resco Mobile CRM is a proven mobile app available on all major platforms that seamlessly works both online and offline.
Robust inspections features
Resco Inspections allows you to add questionnaires, checklists, guides, or surveys to your field service. Technicians can answer the questionnaires in their Resco app; generating reports on the spot, even offline. Managers in the office can work with the collected information, but also easily update and create new questionnaires, either from scratch or choose from a library of templates.
Routes
navigate and track
Route plan: Users or their managers can plan daily routes
Routes AI: An extension of route plan offers improved route optimization, set up opening hours or fixed appointments
Location Monitor: Managers can track the current position of their field technicians, or use the timeshift function to check the history or predict their future movements.
Customizable app functions and interface
Resco Field Service 2.0 is built on the flexible Resco platform. Add custom colors or logos to get started. Set up what data and documents are relevant for mobile users and available offline. Configure entity lists, forms, filters, sorting. Add business logic: reuse the Business Process Flows of the server or create custom client-side logic, either using no-code rules or JavaScript.
Multi-platform
Android, iOS, Windows, and web are just the beginning. Leverage smartwatches, VR/AR devices like HoloLens or RealWear's head-mounted tablet, ruggedized devices like Zebra... Control the app with your voice to keep your hands free.
In-app remote assistance
Augmented-reality video calls are also available directly in the mobile app. Experts from the back office can effortlessly guide technicians in the field to make sure they finish the job on the first visit.
Device management and synchronization
Keep track of the devices connected to your field service organization. Lock and wipe stolen devices with few clicks, keeping your data safe. See what devices are field technicians using, how often are they synchronizing data with the server, and resolve possible synchronization conflicts. Select the correct conflict resolution behavior and the right synchronization strategy finetuned for your organization and data.

October 2021 trainings

Webinar

Combined entity form

Resco mobile apps normally display one entity per form. However, for Dynamics field service, there's an exception. When you open the form of Bookable Resource Booking, it can include also the form of its parent Work Order. This behavior can be controlled in project configuration: Combined Booking Form.

In Woodford, the form for each entity is configured separately as normal; the forms are combined in the app at runtime.

The combined form makes using client-side business logic a bit more complicated. Each form can have its own set of rules - but they affect only one half of the form. However, there is a way to affect the whole form:

  • Create the rules on the Bookable Resource Booking entity.
  • Use the built-in ParentEntity variable to query or modify Work Order properties.

Combined form rule.png

See also