Changes

Jump to navigation Jump to search
20 bytes removed ,  13:01, 10 February 2020
m
→‎Backend integration: move resco cloud to a prominent position
Line 17: Line 17:  
== 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]].
   Line 46: Line 58:  
* 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 ==

Navigation menu