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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/CRM 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. | ||
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=== Result Viewer === | === 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. | [[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. | 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. | ||
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[[File:47 Questionnaire Player 2.png|600px]] | [[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:Resco Inspections]] [[Category:Dynamics]] | [[Category:Resco Inspections]] [[Category:Dynamics]] | ||