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→Integration of Dataverse and Resco
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* Custom tables designed by customer/partner | * Custom tables designed by customer/partner | ||
* Custom tables by Resco (needed for extra Resco features such as [[inspections]] or [[Deep dive: Timesheets|Timesheets]]) | * Custom tables by Resco (needed for extra Resco features such as [[inspections]] or [[Deep dive: Timesheets|Timesheets]]) | ||
== Bringing it all together == | |||
The out-of-the-box integration between Business Central and Dataverse is gradually improving. Still, many customers prefer to supplement or replace it with a custom solution. What are some things to keep in mind? | |||
* Licensing - Make sure that you have all the necessary Microsoft licenses. Many integration scenarios require premium licenses. | |||
* Prepare for sync issues - Sooner or later, data will get out of sync. Plan ahead and prepare user-friendly and reliable tools and processes that business users can use even without technical knowledge. On Resco side, we got you covered. | |||
* Standard or small - Standard scenarios involving field service or field sales generally work satisfactorily out-of-the-box. If you are working on a custom scenario, consider starting small so that the complexity doesn't overwhelm you. | |||
* Competent partner - ERPs are complex systems. Bring in a partner with integration expertise. | |||
* Ultimately, each project is different. Select the appropriate integration strategy. Duplicating the data might require re-implementing complex business logic in Dataverse (and possibly Resco Mobile CRM). Virtual tables bring their own set of limitations. | |||
== Common scenarios == | |||
What are some of the common scenarios involving Resco? | |||
* Use Resco's flexible platform to design a custom feature. For example, travel expenses management; with Resco as the mobile client for tracking expenses, scanning receipts, and uploading them to the back office for further processing. | |||
* Use some of Resco's popular features, such as digital forms (Resco Inspections) or timesheet management. | |||
* Use Resco as the mobile client for Dynamics Sales or Field Service. | |||