Resco Suite | Resco Wiki

Resco Suite is a managed solution for Microsoft Power Platform. It extends your Microsoft Dynamics/Dataverse/Power Platform with Resco features. Formerly, Resco Suite was often called "Woodford solution", but Woodford is only a part of the package.

Resco Suite solution

Resco Suite solution is a prerequisite for Resco products and features, such as:

The solution includes more than 800 objects:

Data model changes: new custom tables + additions to the existing Dataverse tables, including new views and forms
A model-driven app serving admins in charge of setting up and configuring Resco features
Web resources (the model-driven app uses some, others can be used for building your own apps with Resco features)

Installing Resco Suite

If you are using Microsoft Dynamics or Microsoft Dataverse:

Note

If you experience problems downloading Resco Suite, contact Resco support for the installation package.

Go to the Downloads and Logins page.
Download the appropriate solution file, depending on your Dynamics version.
Go to https://make.powerapps.com/ and log in as a system administrator.
Select the environment where you want to install Resco Suite.
Select Solutions from the left navigation.
On the command bar, click Import solution and select the downloaded Woodford zip file.
Finish the import wizard.
Publish all customizations.

See your Dataverse or Dynamics documentation for more information about uploading solution packages or publishing customizations.

Microsoft Dynamics (legacy UI)

If you are using older Microsoft Dynamics user interface:

Go to the Downloads and Logins page.
Download the appropriate solution file, depending on your Dynamics version.
Log in to Dynamics as a system administrator.
Go to Settings > Customization > Solutions.
Click Import and select the downloaded Woodford zip file.
Finish the import wizard.
Publish all customizations.
Reload the Dynamics webpage (often, this can be accomplished by pressing F5).

Woodford is now available in the CRM Settings, under MobileCRM section.

See your Dynamics documentation for more information about uploading solution packages or publishing customizations.

Managing Resco Suite

Updating Resco Suite

If you need to update your Resco Suite solution to a new version, we recommend the following:

First, back up your Woodford projects.
Use the procedure for new installation; however, you need to perform an additional step during the solution import wizard. Your Dynamics or Power Platform detects that the solution package contains an update for a solution that is already installed.

On the Power Platform, expand Advanced settings and select Upgrade.
Dynamics, select Maintain customizations (recommended).

We recommend keeping your Resco Suite updated. We may decline to provide technical support if your Resco Suite is older than one year.

Uninstalling Resco Suite

To uninstall Resco Suite from Dataverse/Dynamics:

Optionally, back up your projects using the Export function in Woodford.
Optionally, back up data in your custom Resco entities.
If you are using Plugins (N:N Relationship, Delete, Owner), deactivate them for each entity.
Remove the Resco Suite solution file.

If you encounter a problem while removing the solution, the log file can often explain what went wrong. Check also Microsoft documentation about removing dependencies.

Note

All projects and records in resco_ entities are removed. You lose app projects, mobile reports, questionnaires, mobile audit data.

Roles and permissions

Here's an overview of the different Power Platform roles that can access Resco Suite and Woodford.

A system administrator role is necessary to install Resco Suite.
Users with the system customizer role have almost the same privileges as admins. One notable exception is that they cannot create new app projects.
Users with the resco system admin role can also work with Woodford. However, the role comes with no entity permissions. Usually, these users should also have different role(s) with access to project entities (resco_mobileproject, resco_mobileprojectitem, ...) and business entities (account, contact, ...).

Resco Suite app

In the list of published apps, search for Resco Suite: You can then access the different Resco features:

Designer tools

Woodford: Customization and configuration of Resco mobile application directly from your web browser.
Reports: Create and manage your custom mobile reports.
Questionnaire Designer: Questionnaire building and customization tool.

Manager tools

Location Monitor: View and analyze the position of mobile users.
Schedule Board: Assign appointments to users.
Questionnaires: Display the list of questionnaire templates (and answered questionnaires when using the traditional questionnaire table for answers)
Answered questionnaires: Display the list of answered questionnaires
Results Viewer: Display, filter, and export answered questionnaires

Audit

Mobile Audit: View a chronological list of transactions across records and users.
Mobile Audit Map: View transactions across records and users on a map.
Sync Dashboard: Monitor synchronization details of your users and devices.

Integrating web resources into custom apps

Resco Suite comes with several web resources that you might want to add and integrate into your own custom app. Check out the full list of included web resources on Power Platform. Selected resources are listed here for your convenience.

Location Monitor	resco_MobileCRM/locationMonitorEntry.html
Questionnaire Designer	resco_MobileCRM/Surveys/index.html
Report Designer	resco_MobileCRM/MobileReports/index.html
Result Viewer (full app)	resco_MobileCRM/resultsViewerEntry.html
Result Viewer (associated questionnaires)	resco_MobileCRM/associatedResultsViewerEntry.html
Schedule Board	resco_MobileCRM/schedulerEntry.html
Sync Dashboard	resco_MobileCRM/syncDashboardEntry.html

Resco tables

Installing Resco Suite adds the following tables to your environment.

Core tables (required for all projects)

Display name	Logical name	Description	Permissions (app)
Mobile Audit	resco_mobileaudit	Stores audit logs about the usage of the mobile app, including sync information and sync logs.	Write
Mobile Data	resco_mobiledata	App project entities	Read (app), Write (Woodford)
Mobile Project	resco_mobileproject	Read (app), Write (Woodford)
Mobile Project Item	resco_mobileprojectitem	Not used in app, required for Woodford
Mobile Device	resco_mobiledevice	Used primarily for the Device control feature of Woodford.	Write
Mobile Device Control	resco_devicecontrol	Write
Mobile Security Policy	resco_mobilesecuritypolicy	Write
Mobile License	resco_mobilelicense	Used for backup license verification while the Resco licensing service is down	Read
Mobile Tracking	resco_mobiletracking	Used for the Delete plugin.	Read (app), Write (server)
User Settings	resco_usersettings	Stores user's preferred settings for Resco apps, e.g., private views or the default setting when creating a new questionnaire template.	Write

Optional tables (required for selected features)

Display name	Logical name	Description
Chat Comment	resco_chatcomment	Set of tables used exclusively for the optional Chat \| for Dynamics and Resco Cloud feature.
Chat Post	resco_chatpost
Chat Topic	resco_chattopic
Chat User	resco_chatuser
Favorite	resco_favorite	Used for the optional Favorites feature, if you want to allow users to maintain a private list of favorite records.
Mobile Report	resco_mobilereport	Contains the definition of the Resco mobile report templates. If you are using reports, Resco Mobile CRM needs read access.
Question	resco_question	For the optional Inspections feature; see Resco Inspections data model for details.
Question Group	resco_questiongroup
Questionnaire	resco_questionnaire
Questionnaire Answer	resco_questionnaireanswer
Questionnaire Folder	resco_questionnairefolder
SB Settings	resco_fs_settings	Required for using Working hours in the Schedule Board
SB Working Hours	resco_fs_workinghours
Timesheet	resco_timesheet	Deep dive: Timesheets
Timesheet Entry	resco_timesheetentry