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Resco Inspections on Dynamics 365 (view source)
Revision as of 09:32, 14 July 2021
, 09:32, 14 July 2021Created page with "{{WIP}} Resco Inspections can be combined with your Dynamics 365 organization and grant you access to powerful checklists and questionnaires. == Enabling Resco Inspections ==..."
{{WIP}}
Resco Inspections can be combined with your Dynamics 365 organization and grant you access to powerful checklists and questionnaires.
== Enabling Resco Inspections ==
=== Woodford solution ===
To enable and use the Resco Inspections functionalities within Dynamics 365/CRM, first it is necessary to download and import the Woodford solution into your Dynamics 365/CRM instance. Woodford solution is a custom Dynamics 365/CRM managed solution developed and maintained by Resco that contains all the Resco components, including the Resco Inspections tools.
More information on how to install the latest version of Woodford into Dynamics 365/CRM can be found here: https://docs.resco.net/wiki/Woodford#Microsoft_Dynamics.
==== New app project ====
The next step is to open the Woodford configuration tool in Dynamics 365/CRM settings and create a new app project using the “Inspector” project template – this is a project specifically designed for the inspection use case; Resco Inspections feature is already enabled here.
Note: If you already use the Resco technology and have an existing/customized app project in Woodford, go to chapter 1.3 to see how to enable Resco Inspections in an existing app project.
Detailed steps for Dynamics 365 Online:
In the web browser (we suggest using Chrome) log into your Dynamics 365 organization and switch to the Resco Suite app:
Click on Woodford to open the Woodford tool:
# Navigate to App Projects and click New -> in the New Project Wizard select Type = Standard User -> choose Inspector template from the gallery -> click Next:
# Specify New App Name (e.g. Inspector App) and click Next:
# In the last step specify the name of your project (e.g. Inspector Project), select the security roles this project will be associated with and click Create:
# Finally open the new app project and publish it:
# Now you can go to the Questionnaire Designer and create a questionnaire template (chapter 1.4).
==== Existing app project ====
In case you already use the Resco technology, have an existing/customized app project in Woodford, and want to enable the Resco Inspections functionality, follow these steps:
# In Woodford open your app project and navigate to Inspections section -> Enable Inspections checkbox is unchecked:
# Check the Enable Inspections checkbox -> confirm you have the appropriate license -> click Save:
# You can add the Inspections section to the Home screen by clicking on the Add To Home button.
# You can add the Inspections section to any entity form (e.g. Appointment) by clicking on the Add To Form button.
# You can install a generic Automatic Report by clicking on the Install Report button.
# You can install some sample questionnaire templates via the Questionnaire Designer tool.
# Save all the changes and publish the app project.
=== Questionnaire Designer ===
To create your own custom inspection templates, checklists or questionnaires, you need to open the tool called Questionnaire Designer. Just like Woodford, it is a web-based configurator tool included in the Woodford solution, so you only need a web browser (we suggest using Chrome); there is no need to install anything else.
Detailed steps for Dynamics 365 Online:
# In the web browser log into your Dynamics 365 organization and switch to the Resco Suite app:
# Go to the Inspections section and open the Questionnaire Designer tool:
# New window with the Questionnaire Designer opens -> click on either the New button or the New Questionnaire link to start building your new template:
Detailed information on the Questionnaire Designer’s capabilities can be found in chapter 2 or here.
When your new template is finished, click on the Save & Close button -> in the Questionnaires List select the draft of your template and click on Activate button -> your template is now active and ready to be used in the mobile app (chapter 1.5).
=== Mobile app ===
Finally, it is necessary to download the Resco Inspections mobile app on your device via the corresponding application store and synchronize it with your Dynamics 365/CRM organization: https://docs.resco.net/wiki/Resco_Inspections_(app).
Note: If you already use the standard Resco Mobile CRM “blue” app with your Dynamics 365/CRM organization and you enabled Resco Inspections in your existing app project, you don’t have to switch to the Resco Inspections mobile app. The “blue” app fully supports all the Resco Inspections features.
== Designing the questionnaire ==
Building a new custom questionnaire template from scratch based on the specific requirements might be a complex task that requires multiple steps – we recommend you perform them in the following order:
=== Create structure ===
In general, the questionnaire template can consist of multiple root-level questions, question groups, and group-level questions. There is no limit on the number of groups or questions within the template.
The following types of components can be added to the questionnaire template (more information can be found here):
* Main: simple and repeatable groups of questions
* Static Components: their content cannot be modified by the mobile user performing the inspection
* Questions: simple and complex types of input
* Special: Regarding Lookup question is used to store the reference of the entity record from which the corresponding questionnaire has been opened by the mobile user
{{Note|When adding a new group or question into your template, carefully define not only its label (i.e., what the mobile user sees in the app) but also the technical name – this must be unique within the template and will appear in the Rules Editor when building a custom business logic. }}
=== Enable scoring ===
You can use the native Scoring feature to evaluate each answered questionnaire based on the value of the answers (more information can be found here):
=== Define styles ===
To make the questionnaire more appealing to the mobile user, you can change the appearance of each question by using the Form Styles (more information can be found here):
* create and define your custom style within the Form Styles library
* assign the custom style to the corresponding question
=== Add custom business logic ===
To make the questionnaire more interactive and dynamic for the mobile user, you can add a custom business logic with different level of complexity (more information can be found here):
* Smart questions: simple rules that allow you to easily control some properties of the groups or questions
* Rules: more complex root-level or group-level rules managed within the Rules Designer
* JavaScript: more advanced logic that cannot be covered by rules can be written in JavaScript
=== Add custom commands ===
You can manage the existing or create new custom commands together with the custom business logic via the Commands section (more information can be found here):
=== Configure localization ===
Each questionnaire template can be translated into multiple languages (more information can be found here):
=== Add branding ===
You can brand your new questionnaire template by adding a company logo and specifying the questionnaire’s icon:
=== Enable versioning ===
To manage different versions of the same questionnaire template and have an access to its older versions, you can enable Versioning feature (more information can be found here):
== Opening the questionnaire in the mobile app ==
There are multiple ways how the mobile user can open the questionnaire template within the Resco mobile app; some of them require advanced customization and configuration in the Woodford project.
[[Category:Inspections]] [[Category:Dynamics]]
Resco Inspections can be combined with your Dynamics 365 organization and grant you access to powerful checklists and questionnaires.
== Enabling Resco Inspections ==
=== Woodford solution ===
To enable and use the Resco Inspections functionalities within Dynamics 365/CRM, first it is necessary to download and import the Woodford solution into your Dynamics 365/CRM instance. Woodford solution is a custom Dynamics 365/CRM managed solution developed and maintained by Resco that contains all the Resco components, including the Resco Inspections tools.
More information on how to install the latest version of Woodford into Dynamics 365/CRM can be found here: https://docs.resco.net/wiki/Woodford#Microsoft_Dynamics.
==== New app project ====
The next step is to open the Woodford configuration tool in Dynamics 365/CRM settings and create a new app project using the “Inspector” project template – this is a project specifically designed for the inspection use case; Resco Inspections feature is already enabled here.
Note: If you already use the Resco technology and have an existing/customized app project in Woodford, go to chapter 1.3 to see how to enable Resco Inspections in an existing app project.
Detailed steps for Dynamics 365 Online:
In the web browser (we suggest using Chrome) log into your Dynamics 365 organization and switch to the Resco Suite app:
Click on Woodford to open the Woodford tool:
# Navigate to App Projects and click New -> in the New Project Wizard select Type = Standard User -> choose Inspector template from the gallery -> click Next:
# Specify New App Name (e.g. Inspector App) and click Next:
# In the last step specify the name of your project (e.g. Inspector Project), select the security roles this project will be associated with and click Create:
# Finally open the new app project and publish it:
# Now you can go to the Questionnaire Designer and create a questionnaire template (chapter 1.4).
==== Existing app project ====
In case you already use the Resco technology, have an existing/customized app project in Woodford, and want to enable the Resco Inspections functionality, follow these steps:
# In Woodford open your app project and navigate to Inspections section -> Enable Inspections checkbox is unchecked:
# Check the Enable Inspections checkbox -> confirm you have the appropriate license -> click Save:
# You can add the Inspections section to the Home screen by clicking on the Add To Home button.
# You can add the Inspections section to any entity form (e.g. Appointment) by clicking on the Add To Form button.
# You can install a generic Automatic Report by clicking on the Install Report button.
# You can install some sample questionnaire templates via the Questionnaire Designer tool.
# Save all the changes and publish the app project.
=== Questionnaire Designer ===
To create your own custom inspection templates, checklists or questionnaires, you need to open the tool called Questionnaire Designer. Just like Woodford, it is a web-based configurator tool included in the Woodford solution, so you only need a web browser (we suggest using Chrome); there is no need to install anything else.
Detailed steps for Dynamics 365 Online:
# In the web browser log into your Dynamics 365 organization and switch to the Resco Suite app:
# Go to the Inspections section and open the Questionnaire Designer tool:
# New window with the Questionnaire Designer opens -> click on either the New button or the New Questionnaire link to start building your new template:
Detailed information on the Questionnaire Designer’s capabilities can be found in chapter 2 or here.
When your new template is finished, click on the Save & Close button -> in the Questionnaires List select the draft of your template and click on Activate button -> your template is now active and ready to be used in the mobile app (chapter 1.5).
=== Mobile app ===
Finally, it is necessary to download the Resco Inspections mobile app on your device via the corresponding application store and synchronize it with your Dynamics 365/CRM organization: https://docs.resco.net/wiki/Resco_Inspections_(app).
Note: If you already use the standard Resco Mobile CRM “blue” app with your Dynamics 365/CRM organization and you enabled Resco Inspections in your existing app project, you don’t have to switch to the Resco Inspections mobile app. The “blue” app fully supports all the Resco Inspections features.
== Designing the questionnaire ==
Building a new custom questionnaire template from scratch based on the specific requirements might be a complex task that requires multiple steps – we recommend you perform them in the following order:
=== Create structure ===
In general, the questionnaire template can consist of multiple root-level questions, question groups, and group-level questions. There is no limit on the number of groups or questions within the template.
The following types of components can be added to the questionnaire template (more information can be found here):
* Main: simple and repeatable groups of questions
* Static Components: their content cannot be modified by the mobile user performing the inspection
* Questions: simple and complex types of input
* Special: Regarding Lookup question is used to store the reference of the entity record from which the corresponding questionnaire has been opened by the mobile user
{{Note|When adding a new group or question into your template, carefully define not only its label (i.e., what the mobile user sees in the app) but also the technical name – this must be unique within the template and will appear in the Rules Editor when building a custom business logic. }}
=== Enable scoring ===
You can use the native Scoring feature to evaluate each answered questionnaire based on the value of the answers (more information can be found here):
=== Define styles ===
To make the questionnaire more appealing to the mobile user, you can change the appearance of each question by using the Form Styles (more information can be found here):
* create and define your custom style within the Form Styles library
* assign the custom style to the corresponding question
=== Add custom business logic ===
To make the questionnaire more interactive and dynamic for the mobile user, you can add a custom business logic with different level of complexity (more information can be found here):
* Smart questions: simple rules that allow you to easily control some properties of the groups or questions
* Rules: more complex root-level or group-level rules managed within the Rules Designer
* JavaScript: more advanced logic that cannot be covered by rules can be written in JavaScript
=== Add custom commands ===
You can manage the existing or create new custom commands together with the custom business logic via the Commands section (more information can be found here):
=== Configure localization ===
Each questionnaire template can be translated into multiple languages (more information can be found here):
=== Add branding ===
You can brand your new questionnaire template by adding a company logo and specifying the questionnaire’s icon:
=== Enable versioning ===
To manage different versions of the same questionnaire template and have an access to its older versions, you can enable Versioning feature (more information can be found here):
== Opening the questionnaire in the mobile app ==
There are multiple ways how the mobile user can open the questionnaire template within the Resco mobile app; some of them require advanced customization and configuration in the Woodford project.
[[Category:Inspections]] [[Category:Dynamics]]