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Resco Inspections on Dynamics 365: Difference between revisions
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→Reviewing questionnaires in Dynamics
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== Reviewing questionnaires in Dynamics == | == 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 the 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. | |||
[[Category:Resco Inspections]] [[Category:Dynamics]] | [[Category:Resco Inspections]] [[Category:Dynamics]] | ||