Power Automate
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Resco CRM Connector (web APIs):
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Power Automate is a Microsoft service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. Power Automate can be used to connect a Resco Cloud organization with other CRM/ERP backend systems, such as Microsoft Dynamics 365 Business Central.
Available connectors
Resco offers two connectors for Power Automate.
- Resco Cloud connector
- Connect to Resco Cloud, create, read, update, and delete records, and more.
- Resco Reports connector (preview)
- Generate Resco's mobile reports directly from the Dynamics/Dataverse backend
Sample Power Automate flows
We have prepared several sample Power Automate flows with Resco data to showcase some of the possible use cases of this technology.
Questionnaires in Excel table
This flow is triggered when any new Questionnaire is submitted by mobile user in Dataverse. If this questionnaire is not type of template, the body of answered questionnaire (initially in the JSON format) is processed and parsed into an Excel table.
- Used connectors
- Microsoft Dataverse, Excel Online
- Business value
- Transfer data harvested via Inspections into XLS for further analytics.
- Prerequisites
- Forms+ solution/Resco Inspections tables enabled in Dataverse
- Link
- Parse JSON Questionnaire
Questionnaires in Power BI
This flow is triggered when any new Questionnaire is submitted by mobile user in Dataverse. It then refreshes the dataset of Power BI workspace. Dataset refresh is required when post-processing of JSON in Power BI because parsing JSON in DirectQuery mode is not available.
- Used connectors
- Microsoft Dataverse, Power BI
- Business value
- Can be used as help for further analytics of submitted questionnaires in Power BI.
- Prerequisites
- Forms+ solution/Resco Inspections tables enabled in Dataverse
- Link
- Refresh Data Set For Power BI
New reported issue in Guides
This flow is triggered when any new Guide Feedback is created by mobile user in Dataverse. If the feedback type is “Guide”, not “Step” and the step ID is not empty, it retrieves a list of system users associated with a specific guide. Then, it sends an email to each user with the comment from the feedback.
- Used connectors
- Microsoft Dataverse, Office 365 Outlook
- Business value
- Can be used as monitoring/notification tool for guides.
- Prerequisites
- Steps+ solution/Resco Guides tables enabled in Dataverse
- Link
- Guide Issue Notification
Generate Work Order report
This flow is triggered when a Work Order is selected from a list by a backend user. It takes this Work Order record and generates a new PDF report based on data from Dataverse and Resco report template. After the report is generated, it is saved as an annotation regarding the selected Work Order.
- Used connectors
- Microsoft Dataverse, Resco Reports
- Business value
- Leverage advanced PDF/word reporting of Dataverse records directly in your backend.
- Prerequisites
- Existing and enabled Report template for Work Order entity in Resco Report Designer
- Link
- Generate Report for Work Order
Daily summary
This flow executes every evening and check for new opportunities, work orders, and tasks created by every user. If there are any records of these kinds created that day, user gets an email with HTML tables containing a summary of newly created records with column or two of information.
- Used connectors
- Microsoft Dataverse, Power Automate Operations, Office 365 Outlook
- Business value
- Can be used as the end-of-the-day summary notification, either for users or management.
- Prerequisites
- none
- Link
- Daily Summary
Sync exception
We check for new records in the resco_mobileaudit table. If the name of newly created record is "synchronization_finish", we look for exception tags in the text and then parse the exception. Condition checks if there is anything parsed from this record. If yes, we send an email to specific user that gets notification containing the exception and the name of the user that this exception belongs to.
- Used connectors
- Microsoft Dataverse, Power Automate Operations, Outlook
- Business value
- Can be used as monitoring/notification tool for synchronization.
- Prerequisites
- Resco Mobile CRM application with Resco mobile audit enabled
- Link
- Sync Exception Notification
ChatGPT inspection summary
This flow is triggered when a questionnaire record is selected from a list by a backend user. The PDF report is generated by Resco Reports connector. The completed questionnaire in the JSON format is then sent as an HTTP request to ChatGPT with the prompt to generate an overall summary of submitted data. The AI model generates a report summary, which is added to a new email activity regarding the questionnaire’s parent account. The admin, or whoever works with data in the backend, can edit the email body and questionnaire summary from the ChatGPT response. When finalized, the email with the report and summary can be sent directly from Dynamics 365.
- Used connectors
- Microsoft Dataverse, Resco Reports connector, HTTP request, Power Automate Operations
- Business value
- Can be used to generate insights and summaries from complex questionnaire data automatically.
- Prerequisites
- Enabled existing Report template for Questionnaire in Report Designer, ChatGPT API key
- Link
- Inspections Summary
This flow takes a list of GUIDs of selected account records as input, generates a report using the GUIDs as sources via Resco Reports connector, and saves the report as a PDF file in a SharePoint folder. The file name includes the current timestamp and the original filename from the report headers.
- Used connectors
- Resco Reports connector, SharePoint
- Business value
- Can be used to generate advanced reports/insights from numerous records on backend.
- Prerequisites
- Enabled existing Report template for Account overview in Report Designer
- Link
- Generate Account Overview Document