Table of contents

I. About

1. Glossary
2. Frequently asked questions
3. Salesforce frequently asked questions

II. Core concepts

1. Mobile App Development Toolkit
2. Data model
3. Security model
4. Synchronization
   • Automatic synchronization
   • Synchronization steps
   • Shared records
   • Synchronization troubleshooting
   • Sync Filter
     • Sync Filter examples
     • Sync Filter examples with linked entities
     • Sync Filter examples with child entities
     • Sync Filter examples with lookups
     • Sync Filter and incremental sync
   • Advanced sync setup
   • Deep dive: Sync download optimization
   • Document filters
   • API calls
5. User interface components
6. Business logic
7. FetchXML
   • Linked entities in FetchXML
8. Mobile report
9. Activity entity

III. Woodford

1. Introduction
2. App projects
   • Data model in mobile apps
   • Data model explorer
   • Publishing app projects
   • Home screen
   • View
     • Responsive view design
     • Row script
     • Private view
     • Filtered lookup
     • Filter editor
   • Form
     • Command editor
     • Flexible form
     • Process
     • Tagged image
     • Timeline
   • Tree view
   • Hub
   • Dashboard
   • Social
     • Chat
   • Global map
   • Offline HTML
   • Calendar
   • Events and reminders
   • Configuration
     • Duplicate detection
3. Device control
4. Mobile users
5. Rules editor
   • Formatting strings in rules
   • Execute JavaScript from rules
   • Button Click
   • Cell Click
   • On Can Execute
   • On Change
   • On Create
   • On Delete
   • On Execute
   • On Item Added
   • On Item Completed
   • On Load
   • On Repeat
   • On Save
   • Row script
   • Select Form
   • Global constants
6. Style editor
7. Images
   • Image examples
8. Localizations
   • Localization examples
9. Entities
   • Metadata changes in live projects
10. Branding
11. Theme
12. Guides
13. Custom mobile apps
    • Enterprise deployment on iOS
14. Location-based services
    • Geofencing
    • Geocoding
    • Location tracking
15. Plugins
16. Maintenance
17. Business Process Flow
18. Auditing
19. Settings
20. Profile
21. About
22. Resco CRM sync
23. GitHub integration
24. Documents
25. Exchange
26. Google
27. Communication with external applications
28. Power BI
29. Integration with marketing services
30. Entity notification workflow
31. Barcode scanning
32. AI Image Recognition
33. Adobe XD plug-in
34. Capsules
35. Woodford CLI

IV. Resco Mobile CRM

1. Introduction
2. Connecting to CRM
3. Favorites
4. Setup
5. Online versus Offline
6. Voice control
7. Speech to text
8. OCR
9. List of supported languages
10. List of supported document formats
11. Email integration
12. Command line options
13. Locked application
14. Resco Mobile CRM on HoloLens
15. NFC
16. RFID
17. Document roundtrip
18. Bulk update

V. Resco Cloud

1. Introduction
2. Admin Console
3. Server processes
4. Calculated fields
5. Plug-in assemblies
6. Integration
7. Blob storage for Resco Cloud
   • REST API service / OData service / Questionnaire OData service
   • Power Automate
     • ‎Resco Cloud connector
     • ‎Resco Reports connector
   • Resco CRM sync
   • Direct integration via OData/Resco Cloud connectors
   • SMS gateway
8. Questionnaire Designer
9. Report Designer
10. Sync Dashboard
11. Resco Cloud on premises
12. Connect Resco Cloud to Azure AD
13. Connect Resco Cloud to custom ADFS
14. Connect Resco Cloud with Okta
15. Resco Cloud migration (EU)
16. Integration with marketing services
17. resco.FieldService
    • Getting started with resco.FieldService
    • Work order generation in resco.FieldService
    • Control panel in resco.FieldService
    • Working hours

VI. Security

1. Resco Mobile CRM security
2. Backend security considerations
3. Client and server communication
4. Enterprise security
5. Resco licensing service
6. Mobile device management
7. Enterprise deployment on iOS
8. Security bulletin
9. OAuth

VII. Resco Inspections

1. Introduction
2. Best practices for deploying Inspections
3. JSON storage for questionnaires
4. Resco Inspections data model
5. Questionnaire Designer
   • Questionnaire Designer examples
   • Mapping questions to fields
   • ‎Adding questionnaires to app projects
   • How to use a template from the Resco Template Library
6. Automatic Dashboard
7. Results Viewer
8. Report Designer
   • Report Designer examples
   • ‎Mobile reports for Resco Inspections
9. Schedule Board
10. Resco Inspections on Dynamics 365
11. Inspections on Power Platform
12. resco.Inspections (on Resco Cloud)
    • Resco Inspections (app)
    • Manager's experience
    • Client portal
13. Smartwatch integration
14. Questionnaire OData service
15. Houston video calls
16. RealWear
17. Zebra

VIII. Discontinued products

1. resco.Houston
2. Resco MobileForms Toolkit

IX. Dataverse/Dynamics specific information

1. Overview
2. Upgrading Microsoft Dynamics
3. Resco Suite
4. Resco CRM sync
5. Business Process Flow
6. Plugins
7. Maintenance
8. Virtual table
9. File column
10. Resco Inspections on Dynamics 365
11. Resco Field Service 2.0 for Dynamics 365 Field Service
12. Pay with Resco
13. Deep dive: Timesheets
14. MSAL authentication
15. TDS

X. Salesforce specific information

1. Overview
2. Getting started with Salesforce
3. Salesforce FAQ
4. Salesforce trial
5. Resco managed package
6. Resco for Salesforce
7. Resco for Salesforce resources
8. Salesforce object blacklist

XI. Support

1. How to report requests
   • Privacy Notice Product Support
2. First level support
3. Releases
   • Preview
   • Release notes
   • Deprecations
4. Version number
5. Organization ID
6. Send log
7. Log files
8. Locked application
9. Conflict resolution
10. Sync Errors
11. Change List
12. Fiddler
13. XrmToolBox
14. Storage analyzer
15. SyncStats analyzer
16. Metadata changes in live projects
17. Best practices for upgrading Resco software
18. Work with Resco app folder
19. Upgrading Microsoft Dynamics
20. Resco Academy

XII. Resco JavaScript Bridge

1. Resco JavaScript Bridge
2. Debugging offline HTML
3. Offline HTML
4. Execute JavaScript from rules
5. React with JSBridge

XIII. Mobile Solutions

1. Field Service+
2. Field Sales+
3. Inspections+
4. Property+

XV. Resco Routes

1. Introduction
2. Resco Routes (app)
3. Location Monitor
4. Schedule Board
   • Schedule Board examples

XVI. Guides

1. Guides library
2. Guides feedback and statistics
3. Guides on Power Platform

XVII. Power Platform

1. Power Solutions
   • Resco Docs+
   • Resco Forms+
   • Resco Steps+
2. Resco Power Components