Hi Everyone,
Today i am going to share my finding on the Resco MobileCRM Project Configuration.
Editing Resco MobileCRM Project:
Select a project and click edit:
You can edit can configure many items including:
The application home screen.
Entities available in the mobile application.
Forms, view, and dashboards displayed in the app.
Application theme color.
Password policies and initial configuration.
Note: The Microsoft Dynamics 365 Service and Field Service entities are by default enabled and OOTB sales entities are not enabled for the Resco MobileCRM based on the License agreement between Microsoft and Resco. Custom Entities can be enabled for Resco MobileCRM but we are limited to 10 custom entities.
The Field Service entities are by default enabled and we can edit the Fields, Forms, Views and Dashboards on the Mobile App.
If you need to add more fields on the Mobile App then drag the “Available Items” from the right hand side on the image and place at “Home” side and Save the changes, if you don’t save the changes then the changed customization is not reflected on the Mobile App.
When you drag down the bar on the right hand side you can see all the entities enabled for Resco Mobile App, for example the “Work Order” have the “Forms”,”Views”, “Charts”, “Fields” and “Indexes”.
Let’s see what is inside the Work Order entity and what are the permissions enabled for the Mobile App user.
As you can see from the above image the check marked fields are enabled for the Mobile App and permissions are granted to the Mobile App users.
for example: if you have a requirement to attach a barcode code scanner then you can go ahead and attach that.
When you click on the “Views”, can see the views for that “Work Order” Entity, you can modify by double clicking on the view you want to modify.
Double click the view make changes you need anything to be changed see below image:
If you want to change the color of the view then you can make changes by clicking on the color and select the color to reflect.
Also with the “Work Order” entity Form, if you need to make changes to the fields then double click on the “Form” and you can see the different type of sections like “General” with all the fields available in that section.
when you click on the other sub section like “Service Type” are of sub grids, you can move the fields you need those fields on the sub grid, also when you click on the Signature section and click on the “add media” button on the navigation button and pop up will come up, then you can select the signature, photo, etc.. see below image.
Click ok and save the changes.
Application theme color can be changed according to business requirements on the Mobile CRM by clicking on the “Color Theme” on the Mobile Solution, you can make changes to the look of the Mobile CRM by modifying the colors.
Once the changes are made then click on the “done” button and save the changes.
Password policies and initial configuration can be customized.
Configuration Settings in Resco MobileCRM
Open Mobile Project > Configuration
> Picture files
> Auto Sync
> Online Mode
> Auditing
The configuration area is a place to look passwords are remembered at how often they synchronizing, these are things helps to control on what type of environment people see when they start working in the application.
Finally save the changes and publish all and ready to see all the changes on the Resco MobileCRM.
I hope this helps.
