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→Generate Work Order report
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=== Generate Work Order report === | === Generate Work Order report === | ||
'''Used connectors:''' Microsoft Dataverse, Resco Reports | |||
'''Description:''' This flow is triggered when a Work Order is selected from list by backend user. It takes this Work Order record and generates new PDF report based on data from Dataverse and Resco report template. After report is generated, it is saved as annotation regarding selected Work Order. | |||
'''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:''' [https://docs.resco.net/mediawiki/images/d/d7/GenerateReportforWorkOrder.zip Generate Report for Work Order] | |||
=== Daily Summary === | |||
'''Used connectors:''' Microsoft Dataverse, Power Automate Operations, Office 365 Outlook | |||
'''Description:''' 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 summary of newly created records with column or two of information. | |||
'''Business value:''' Can be used as the end-of-the-day summary notification, either for users or management. | |||
'''Prerequisites:''' none | |||
'''Link:''' [https://docs.resco.net/mediawiki/images/5/54/DailySummary_20231005114009.zip Daily Summary] | |||
=== Sync exception === | |||
'''Used connectors:''' Microsoft Dataverse, Power Automate Operations, Outlook | |||
'''Description:''' We check for new records in resco_mobileaudit entity. If name of newly created record is synchronization_finish, we look for exception tags in the text and we parse just exception. Condition checks if there is anything parsed from this record. If yes, we send an email to specific user that gets notification containing exception and name of the user that this exception belongs to. | |||
'''Business value:''' Can be used as monitoring/notification tool for synchronization. | |||
'''Prerequisites:''' Resco Mobile application with Resco mobile audit enabled | |||
Link: [https://docs.resco.net/mediawiki/images/6/63/Syncexceptionnotification_20230918111959.zip Sync Exception Notification] | |||
=== Chat GPT Inspection summary === | |||
'''Used connectors:''' Microsoft Dataverse, Resco Reports, HTTP request, Power Automate Operations | |||
'''Description:''' This flow is triggered when a questionnaire record is selected from list by backend user. The PDF report is generated by Resco reports connector. The completed questionnaire in the JSON format is then sent as HTTP request to ChatGPT with the prompt to generate 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. | |||
'''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, Chat GPT API Key | |||
'''Link:''' [https://docs.resco.net/mediawiki/images/8/80/InspectionsSummary.zip Inspections Summary] | |||
=== Save PDF report for multiple Accounts on SharePoint === | |||
'''Used connectors:''' Resco Reports, SharePoint | |||
'''Description:''' 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. | |||
'''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:''' [https://docs.resco.net/mediawiki/images/4/4c/GenerateAccountOverviewDocument.zip Generate Account Overview Document] | |||