Resco Inspections on Resco Cloud: Difference between revisions

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Resco Inspections on Resco Cloud (view source)

Revision as of 13:01, 10 February 2020

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== Backend integration ==
== Backend integration ==


Resco Inspections performs excellently with our proprietary CRM solution, [[Resco CRM server]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third party systems.
Resco Inspections performs excellently with our proprietary CRM solution, [[Resco Cloud]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third party systems.
 
=== Resco Cloud ===
 
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
# Log in to your organization using the email and password you used for registering the organization.
# Click '''Log in'''.
 
To integrate Inspections feature into an existing Resco CRM project
# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
# Start [[Woodford]] from the management console.
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


=== Microsoft Dynamics ===
=== Microsoft Dynamics ===


# Log in to Microsoft Dynamics 365.
# Log in to Microsoft Dynamics 365.
# Start [[Woodford]]. If you have not used it used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM [[Woodford#Microsoft_Dynamics|here]].
# Start [[Woodford]]. If you have not used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM [[Woodford#Microsoft_Dynamics|here]].
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


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* Data migration from Resco Cloud to Salesforce is not supported.  
* Data migration from Resco Cloud to Salesforce is not supported.  
* Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.
* Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.
===  Resco CRM server ===
To access the components and tools of Resco Inspections, use a web browser to connect to your organization.
# Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
# Log in to your organization using the email and password you used for registering the organization.
# Click '''Log in'''.
To integrate Inspections feature into an existing Resco CRM project
# Go to your Resco CRM organization and log in. ([[Resco_CRM_server#Logging_in|How?]])
# Start [[Woodford]] from the management console.
# Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].


=== SAP ERP ===
=== SAP ERP ===


[mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.  
[mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.


== Inspections using a smartwatch ==
== Inspections using a smartwatch ==
Retrieved from "https://docs.resco.net/wiki/Special:MobileDiff/1886"

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