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Resco Inspections on Dynamics 365: Difference between revisions
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→Opening the questionnaire in the mobile app
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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 == | |||
TBD | |||
[[Category:Resco Inspections]] [[Category:Dynamics]] | [[Category:Resco Inspections]] [[Category:Dynamics]] | ||