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# 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 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]]. | ||
See also a [https://blog.resco.net/2019/02/14/resco-inspections-for-microsoft-dynamics-365-start-building-your-first-questionnaire/ detailed blog post] describing this procedure. {{Badge|Blog}} | |||
=== Salesforce === | |||
# Start by visiting Salesforce [https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E9TXuUAN AppExchange] and install the Resco Managed Package to the Salesforce organization in which you want to run Resco Inspections. | |||
# Download the [[Resco Inspections (app)]] from the app store native to your device. | |||
# Launch the app and [[Connecting_to_CRM|connect to your Salesforce server]]. | |||
#: <small>You can connect to Resco with any Salesforce account. However, only by using the administrator or other account with privileges to see all business objects, profiles and users you will ensure that connection runs smoothly and everyone from your organization can use Inspections without a problem.</small> | |||
# Using your browser, log in to the Resco for Salesforce website. | |||
#* Production: [https://salesforce.resco.net salesforce.resco.net] | |||
#* Sandbox: [https://salesforce-test.resco.net salesforce-test.resco.net] | |||
# Start [[Woodford]]. | |||
# Click '''Update''' to download your custom settings to Woodford. | |||
# Open a default [[app projects|project]] called Inspections and click '''Validate''' to verify that your organization's metadata are compatible with settings in the default project. | |||
#: <small>Depending on your Salesforce customization, there is a possibility that some standard fields on Account, Contact or Event objects will not be enabled in your organization, so just remove them from Views or Forms to resolve the warnings.</small> | |||
# Customize the project as needed and publish it. | |||
See also a [https://blog.resco.net/2019/05/07/resco-inspections-for-salesforce/ detailed blog post] describing this procedure. {{Badge|Blog}} | |||
=== Resco CRM server === | === Resco CRM server === | ||