9,270
edits
Join the Power Platform Masterclass #2 starting April 23
Resco Inspections on Dynamics 365: Difference between revisions
Jump to navigation
Jump to search
no edit summary
No edit summary |
|||
| Line 1: | Line 1: | ||
{{WIP}} | {{WIP}} | ||
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 == | ||
| Line 8: | Line 8: | ||
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 ==== | ==== New app project ==== | ||
| Line 14: | Line 14: | ||
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]] | ||
# Navigate to App Projects and click New -> in the New Project Wizard select Type = Standard User -> choose Inspector template from the gallery -> click Next. | |||
# 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.<br>[[ |600px]] | ||
# 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.<br>[[ |600px]] | ||
# 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.<br>[[ |600px]] | ||
# 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). | # Now you can go to the Questionnaire Designer and create a questionnaire template (chapter 1.4). | ||