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Resco Inspections on Dynamics 365: Difference between revisions
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{{ | {{Inspections TOC}} | ||
Resco Inspections can be combined with your Dynamics 365 organization and grant you access to powerful checklists and questionnaires. | [[Resco Inspections]] can be combined with your [[Dynamics]] 365/CRM organization and grant you access to powerful checklists and questionnaires. | ||
== Enabling Resco Inspections == | == Enabling Resco Inspections == | ||
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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. | 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 | More information on how to install the latest version of Woodford into Dynamics 365/CRM can be found [[Woodford#Microsoft_Dynamics|here]]. | ||
=== 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. | 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 | {{Note|If you already use the Resco technology and have an existing/customized app project in Woodford, go to the [[Resco_Inspections_on_Dynamics_365#Existing_app_project|next chapter]] to see how to enable Resco Inspections in an existing app project.}} | ||
Detailed steps for Dynamics 365 Online: | 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: | # In the web browser (we suggest using Chrome) log into your Dynamics 365 organization and switch to the '''Resco Suite''' app.<br>[[File:01 Resco Suite app.png|600px]] | ||
Click | # Click '''Woodford''' to open the [[Woodford]] tool.<br>[[File:02 Woodford.png |600px]] | ||
# Select '''[[app projects|App Projects]]''' from the '''Administration''' menu, then click '''New''' to start the '''New Project Wizard'''. | |||
# In the wizard, set '''Type''' to "Standard User" and choose the Inspector template from the gallery, then click '''Next'''.<br>[[File:03 New Project 1.png |600px]] | |||
# Enter '''New App Name''' (e.g., "Inspector App") and click '''Next'''.<br>[[File:04 New Project 2.png |600px]] | |||
# In the last step, enter the name of your project (e.g., "Inspector Project"), select the security role(s) this project will be associated with and click '''Create'''.<br>[[File:05 New Project 3.png |600px]] | |||
# Finally, open the new app project and [[Publishing app projects|publish it]].<br>[[File:06 Publish project.png|600px]] | |||
Now you can go to the Questionnaire Designer and [[Resco_Inspections_on_Dynamics_365#Questionnaire_Designer|create a questionnaire template]]. | |||
=== 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 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 | # In Woodford, edit your [[app project]] and select '''[[Inspections]]''' from the '''Project''' menu.<br>[[File:07 Inspections disabled.png|600px]] | ||
# Check | # Check '''Enable Inspections''' and confirm that you have the appropriate license, then click '''Save'''.<br>[[File:08 Inspections enabled.png|600px]] | ||
# | # If you want to add the Inspections section to the [[Home screen]], click '''Add To Home'''. | ||
# | # If you want to add the Inspections section to any entity form (e.g. Appointment), click '''Add To Form'''. | ||
# | # If you want to install a generic Automatic Report, click '''Install Report'''. | ||
# | # Optionally, install some sample questionnaire templates via the Questionnaire Designer tool.<br>[[File:09 Inspections configuration.png|600px]] | ||
# Save all the changes and publish the app project. | # Save all the changes and publish the app project. | ||
=== Questionnaire Designer === | === 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. | 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: | Detailed steps for Dynamics 365 Online: | ||
# In the web browser log into your Dynamics 365 organization and switch to the Resco Suite app: | # In the web browser, log into your Dynamics 365 organization and switch to the Resco Suite app.<br>[[File:01 Resco Suite app.png|600px]] | ||
# | # Select Inspections and start the Questionnaire Designer tool.<br>[[File:10 Questionnaire Designer.png|600px]] | ||
# New window with the Questionnaire Designer opens | # New window with the Questionnaire Designer opens. Click either the '''New''' button or the '''New Questionnaire''' link to start the [[Questionnaire_Designer#Creating_a_new_questionnaire|New Questionnaire Wizard]].<br>[[File:11 New questionnaire.png|600px]]<br>A quick overview of the Questionnaire Designer’s capabilities can be found [[Resco_Inspections_on_Dynamics_365#Designing_the_questionnaire|later in this article]]; more comprehensive information are [[Questionnaire Designer|here]]. | ||
# When your finish your new template, click '''Save & Close'''. | |||
# In the Questionnaires List select the draft of your template and click '''Activate'''.<br>[[File:12 Template activation.png|600px]] | |||
Your template is now active and ready to be used [[Resco_Inspections_on_Dynamics_365#Mobile_app|in the mobile app]]. | |||
=== Mobile app === | === 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 | Finally, it is necessary to download the [[Resco_Inspections_(app)|Resco Inspections mobile app]] on your device via the corresponding application store and [[Connecting to CRM|synchronize it with your Dynamics 365/CRM organization]]. | ||
Note | {{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 == | == Designing the questionnaire == | ||
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* 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 | * 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. }} | {{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.}} | ||
[[File:16 Question name.png|600px]] | |||
=== Enable scoring === | === Enable scoring === | ||
You can use the native Scoring feature to evaluate each answered questionnaire based on the value of the answers | You can use the native '''[[Questionnaire_Designer#Scoring|Scoring]]''' feature to evaluate each answered questionnaire based on the value of the answers. | ||
[[File:Summer 2020 scoring.png|600px]] | |||
=== Define styles === | === 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 | To make the questionnaire more appealing to the mobile user, you can change the appearance of each question by using the [[Questionnaire_Designer#Editing_styles|Form Styles]]. | ||
* create and define your custom style within the | * create and define your custom style within the styles library | ||
* assign the custom style to the corresponding question | * assign the custom style to the corresponding question | ||
[[File:18 Style.png|600px]] | |||
=== Add custom business logic === | === 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 | To make the questionnaire more interactive and dynamic for the mobile user, you can add a custom business logic with different levels of complexity. | ||
; [[Questionnaire_Designer#Smart_question_properties|Smart question properties]]: Simple rules that allow you to easily control some properties of the groups or questions<br>[[File:Smart question rule.png]] | |||
; [[Questionnaire_Designer#Smart_default_values|Smart default values]]: Configure a default value to save time for the inspector in the field<br>[[File:Smart default value.png|600px]] | |||
; [[Questionnaire_Designer#Editing_rules|Rules]]: More complex root-level or group-level rules managed within the Rules Designer <br>[[File:19 Rules.png|600px]] | |||
; [[Resco_JavaScript_Bridge#Questionnaire|JavaScript]]: The most advanced logic that cannot be covered by smart properties or rules can be written in JavaScript | |||
=== Add custom commands === | === Add custom commands === | ||
| Line 112: | Line 120: | ||
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. | 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. | ||
See '''[[Adding questionnaires to app projects]]''' for various integration options. | |||
== Mobile reports on questionnaires == | |||
Usually, as a final step of the inspection, maintenance, repair, or survey, the mobile user needs to [[Mobile report|generate an output]] that is shared with the customer or the back-office workers. | |||
You can either set up your reports directly in the [[Questionnaire Designer]] together with the questionnaire template; or, for more complex use cases, use a standalone tool, [[Report Designer]]. | |||
See '''[[Mobile reports for Resco Inspections]]''' to learn more about these approaches. | |||
=== Generating reports from completed questionnaires === | |||
Generating a mobile report is easy: simply select the option '''Complete with a Report''' when finishing a questionnaire. | |||
[[File:44 Complete wit a report.png| 200px]] [[File:45 Mobile report.png|400px]] | |||
== Reviewing questionnaires in Dynamics == | |||
Resco Inspections provide several tools that allow the back-office user to review the answered and completed questionnaires directly within the Dynamics 365/CRM user interface. | |||
=== Result Viewer === | |||
[[Result Viewer]] is a web-based tool integrated into Dynamics 365/CRM that can be used by the back-office users to review the in-progress or completed questionnaires in a read-only way, filter them by different criteria, and even export the answers into CSV file. | |||
To access the Result Viewer in Dynamics 365, in the web browser (we suggest using Chrome) log into your Dynamics 365 organization and switch to the Resco Suite app. | |||
[[File:01 Resco Suite app.png|600px]] | |||
Go to the Inspections section and open the Result Viewer tool. | |||
[[File:40 Result Viewer 1.png|600px]] | |||
* Left panel = filter criteria | |||
* Middle panel = list of in-progress / completed questionnaires | |||
* Right panel = selected questionnaire (read-only) | |||
[[File:41 Result Viewer 2.png|600px]] | |||
See [[Results Viewer]] for more information. | |||
=== Result Viewer on entity form === | |||
Since the Result Viewer component is a Dynamics web resource developed by Resco and included in the Woodford managed solution, it can be easily placed on any entity form in Dynamics 365/CRM and configured to display the completed questionnaires associated with the specific record. | |||
See '''[[Results_Viewer#Adding_completed_questionnaires_to_Dynamics_entity_forms|Adding completed questionnaires to Dynamics entity forms]]''' for instructions. | |||
=== Questionnaire Player on entity form === | |||
Questionnaire Player is another Resco-built web resource that can be placed on the Questionnaire entity form in Dynamics. When configured properly, it displays the answered questionnaire the same way as the Resco mobile app and even allows the back-office user to modify the in-progress questionnaire. | |||
Detailed steps: | |||
# In Dynamics 365/CRM go to Settings > Customizations > Customize the System > Entities > Questionnaire > Forms > open the entity form where you want to insert the Questionnaire Player. | |||
# Go to the '''INSERT''' tab and add new one-column tab to the form. Change its label to Questionnaire Player. | |||
# Select the newly created Questionnaire Player tab and add a web resource <code>resco_MobileCRM/WebClient/index.html</code>. Enter the name and the label. | |||
# Add a custom parameter <code>qplayer=1</code> check '''Pass record object-type code and unique identifier as parameters'''. | |||
# Optionally, switch to the '''Formatting''' tab and change the '''Number of Rows''' to 20. Save and publish the changes. | |||
[[File:46 Questionnaire Player 1.png|600px]] | |||
In Dynamics 365/CRM open any in-progress questionnaire -> switch to the Questionnaire Player tab to review and update the answered incomplete questionnaire: | |||
[[File:47 Questionnaire Player 2.png|600px]] | |||
== Resco Inspections data structure == | |||
To understand the data structure used to store questionnaire data, see the '''[[Questionnaire_Designer#Technical_information|technical information]]'''. | |||
Currently, the standard Woodford managed solution is not customized in order to provide a user-friendly view of the Resco Inspections data structure. So there are two options available: | |||
* Customize the Resco Inspections entities – define the entity forms and views based on your requirements using the standard Dynamics 365/CRM customization tools. | |||
* For Dynamics 365 (online) organizations you can download a [https://www.resco.net/downloads/rescoInspectionsentities_1_0_0_0_managed.zip separate managed solution] created by Resco and import it into your organization. It contains a separate model-driven app called Resco Inspections Entities that provides a nice and comprehensive view of the Resco Inspections data structure. | |||
[[File:13 Resco Inspections Entities.png|600px]] | |||
List of all answered questionnaires: | |||
[[File:14 All Answered Questionnaires.png|600px]] | |||
Detail of the selected answered questionnaire with the possibility to see the related question groups, questions or update the in-progress questionnaire via Questionnaire Player: | |||
[[File:15 Questionnaire detail.png|600px]] | |||
== Performance considerations == | |||
If you're looking at a large-scale deployment of Resco Inspections, read about the [[Resco_Inspections#Performance_considerations|tips and settings that can improve performance]]. | |||
== Custom questionnaire logic via JavaScript == | |||
You can employ Resco JavaScript Bridge to add advanced business logic to your questionnaires. See '''[[Resco_JavaScript_Bridge#Questionnaire|JSBridge for questionnaires]]''' to get started. | |||
[[Category:Inspections]] [[Category:Dynamics]] | [[Category:Resco Inspections]] [[Category:Dynamics]] | ||