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.
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
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
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
Resco Steps+ solution/Resco Guides tables enabled in Dataverse
Link
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
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
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
Save PDF report for multiple Accounts on SharePoint
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