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# [[Glossary]]
# [[Glossary]]
# [[Frequently asked questions]]
# [[Frequently asked questions]]
# [[Salesforce frequently asked questions]]


=== II. [[:Category:Core concepts|Core concepts]] ===
=== II. [[:Category:Core concepts|Core concepts]] ===
# [[Resco Mobile CRM platform]]
# [[Mobile App Development Toolkit]]
# [[Data model]]
# [[Data model]]
# [[Security model]]
# [[Security model]]
# [[Synchronization]]
# [[Synchronization]]
#* [[Automatic synchronization]]
#* [[Synchronization steps]]
#* [[Synchronization steps]]
#* [[Shared records]]
#* [[Synchronization troubleshooting]]
#* [[Synchronization troubleshooting]]
#* [[Sync Filter]]
#* [[Sync Filter]]
#* [[Speed up synchronization]]
#** [[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]]
#* [[Document filters]]
#* [[Conflict resolution]]
#* [[API calls]]
# [[User interface components]]
# [[User interface components]]
# [[Business logic]]
# [[Business logic]]
# [[FetchXML]]
# [[FetchXML]]
#* [[Linked entities in FetchXML]]
# [[Mobile report]]
# [[Activity entity]]


=== III. [[:Category:Core concepts|Woodford]] ===
=== III. [[:Category:Woodford|Woodford]] ===
# [[Woodford|Introduction]]
# [[Woodford|Introduction]]
# [[App projects]]
# [[App projects]]
#* [[Data model in mobile apps]]
#* [[Data model explorer]]
#* [[Publishing app projects]]
#* [[Home screen]]
#* [[Home screen]]
#* [[View]]
#* [[View]]
#** [[Responsive view design]]
#** [[Row script]]
#** [[Private view]]
#** [[Filtered lookup]]
#** [[Filter editor]]
#* [[Form]]
#* [[Form]]
#** [[Command editor]]
#** [[Flexible form]]
#** [[Process]]
#** [[Tagged image]]
#** [[Timeline]]
#* [[Tree view]]
#* [[Hub]]
#* [[Hub]]
#* [[Flexible form]]
#* [[Dashboard]]
#* [[Dashboard]]
#* [[Social]]
#* [[Social]]
#** [[Chat]]
#* [[Global map]]
#* [[Global map]]
#* [[Offline HTML]]
#* [[Offline HTML]]
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# [[Mobile users]]
# [[Mobile users]]
# [[Rules editor]]
# [[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]]
# [[Style editor]]
# [[Images]]
# [[Images]]
#* [[Image examples]]
# [[Localizations]]
# [[Localizations]]
#* [[Localization examples]]
# [[Entities]]
#* [[Metadata changes in live projects]]
# [[Branding]]
# [[Branding]]
# [[Theme]]
# [[Theme]]
# [[Guides]]
# [[Custom mobile apps]]
# [[Custom mobile apps]]
# [[Geocoding]]
#* [[Enterprise deployment on iOS]]
# [[Location tracking]]
# [[Location-based services]]
#* [[Geofencing]]
#* [[Geocoding]]
#* [[Location tracking]]
# [[Plugins]]
# [[Plugins]]
# [[Maintenance]]
# [[Maintenance]]
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# [[Google]]
# [[Google]]
# [[Communication with external applications]]
# [[Communication with external applications]]
# [[Power BI]]
# [[Integration with marketing services]]
# [[Integration with marketing services]]
# [[Entity notification workflow]]
# [[Entity notification workflow]]
# [[Barcode scanning]]
# [[Barcode scanning]]
# [[AI Image Recognition]]
# [[Adobe XD plug-in]]
# [[Adobe XD plug-in]]
# [[Capsules]]
# [[Woodford CLI]]


=== IV. [[:Category:Resco Mobile CRM|Resco Mobile CRM]] ===
=== IV. [[:Category:Resco Mobile CRM|Resco Mobile CRM]] ===
# [[Resco Mobile CRM|Introduction]]
# [[Resco Mobile CRM|Introduction]]
# [[Connecting to CRM]]
# [[Connecting to CRM]]
# [[Favorites]]
# [[Setup]]
# [[Online versus Offline]]
# [[Voice control]]
# [[Voice control]]
# [[Favorites]]
# [[Speech to text]]
# [[OCR]]
# [[List of supported languages]]
# [[List of supported languages]]
# [[List of supported document formats]]
# [[List of supported document formats]]
# [[Resco Mobile CRM security]]
# [[Email integration]]
# [[Log files]]
# [[Command line options]]
# [[Fiddler]]
# [[Locked application]]
# [[Resco Mobile CRM on HoloLens]]
# [[NFC]]
# [[RFID]]
# [[Document roundtrip]]
# [[Bulk update]]


=== V. [[:Category:Resco CRM|Resco CRM server]] ===
=== V. [[:Category:Resco Cloud|Resco Cloud]] ===
# [[Resco CRM server|Introduction]]
# [[Resco CRM server|Introduction]]
# [[Admin Console]]
# [[Admin Console]]
# [[Chat]]
# [[Server processes]]
# [[Resco CRM Connector]]
# [[Calculated fields]]
# [[Plug-in assemblies]]
# [[Integration]]
# [[Blob storage for Resco Cloud]]
#* [[Resco CRM Connector|REST API service]] / [[OData service]] / [[Questionnaire OData service]]
#* [[Power Automate]]
#** [[‎Resco Cloud connector]]
#** [[‎Resco Reports connector]]
#* [[Resco CRM sync]]
#* [[Integrations|Direct integration via OData/Resco Cloud connectors]]
#* [[SMS gateway]]
# [[Questionnaire Designer]]
# [[Questionnaire Designer]]
# [[Report Designer]]
# [[Report Designer]]
# [[Sync Dashboard]]
# [[Sync Dashboard]]
# [[Resco Cloud on premises]]
# [[Connect Resco Cloud to Azure AD]]
# [[Connect Resco Cloud to custom ADFS]]
# [[Connect Resco Cloud with Okta]]
# [[Resco Cloud migration (EU)]]
# [[Integration with marketing services]]
# [[Integration with marketing services]]
# [[resco.FieldService]]
#* [[Getting started with resco.FieldService]]
#* [[Work order generation in resco.FieldService]]
#* [[Control panel in resco.FieldService]]
#* [[Working hours]]
=== VI. Security ===
# [[Resco Mobile CRM security]]
# [[Backend security considerations]]
# [[Client and server communication]]
# [[Enterprise security]]
# [[Resco licensing service]]
# [[Mobile device management]]
# [[Enterprise deployment on iOS]]
# [[Security bulletin]]
# [[OAuth]]
=== VII. [[:Category:Resco Inspections|Resco Inspections]] ===
# [[Inspections|Introduction]]
# [[Best practices for deploying Inspections]]
# [[JSON storage for questionnaires]]
# [[Resco Inspections data model]]
# [[Questionnaire Designer]]
#* [[Questionnaire Designer examples]]
#* [[Mapping questions to fields]]
#* [[‎Adding questionnaires to app projects]]
#* [[How to use a template from the Resco Template Library]]
# [[Automatic Dashboard]]
# [[Results Viewer]]
# [[Report Designer]]
#* [[Report Designer examples]]
#* [[‎Mobile reports for Resco Inspections]]
# [[Schedule Board]]
# [[Resco Inspections on Dynamics 365]]
# [[Inspections on Power Platform]]
# [[resco.Inspections]] (on Resco Cloud)
#* [[Resco Inspections (app)]]
#* [[Manager's experience]]
#* [[Client portal]]
# [[Smartwatch integration]]
# [[Questionnaire OData service]]
# [[Houston video calls]]
# [[RealWear]]
# [[Zebra]]
=== VIII. Discontinued products ===
# [[resco.Houston]]
# [[Resco MobileForms Toolkit]]
=== IX. [[:Category:Dynamics|Dataverse/Dynamics specific information]] ===
# [[Dynamics|Overview]]
# [[Upgrading Microsoft Dynamics]]
# [[Resco Suite]]
# [[Resco CRM sync]]
# [[Business Process Flow]]
# [[Plugins]]
# [[Maintenance]]
# [[Virtual table]]
# [[File column]]
# [[Resco Inspections on Dynamics 365]]
# [[Resco Field Service 2.0 for Dynamics 365 Field Service]]
# [[Pay with Resco]]
# [[Deep dive: Timesheets]]
# [[MSAL authentication]]
# [[TDS]]
=== X. [[:Category:Salesforce|Salesforce specific information]] ===
# [[Salesforce|Overview]]
# [[Getting started with Salesforce]]
# [[Salesforce FAQ]]
# [[Salesforce trial]]
# [[Resco managed package]]
# [[Resco for Salesforce]]
# [[Resco for Salesforce resources]]
# [[Salesforce object blacklist]]
=== XI. [[:Category:Support|Support]] ===
# [[How to report requests]]
#* [[Privacy Notice Product Support]]
# [[First level support]]
# [[Releases]]
#* [[Preview]]
#* [[Release notes]]
#* [[Deprecations]]
# [[Version number]]
# [[Organization ID]]
# [[Send log]]
# [[Log files]]
# [[Locked application]]
# [[Conflict resolution]]
# [[Sync Errors]]
# [[Change List]]
# [[Fiddler]]
# [[XrmToolBox]]
# [[Storage analyzer]]
# [[SyncStats analyzer]]
# [[Metadata changes in live projects]]
# [[Best practices for upgrading Resco software]]
# [[Work with Resco app folder]]
# [[Upgrading Microsoft Dynamics]]
# [[Resco Academy]]
=== XII. Resco JavaScript Bridge ===
# [[Resco JavaScript Bridge]]
# [[Debugging offline HTML]]
# [[Offline HTML]]
# [[Execute JavaScript from rules]]
# [[React with JSBridge]]
=== XIII. [[Mobile Solutions]] ===
# [[Resco Field Service+|Field Service+]]
# [[Resco Field Sales+|Field Sales+]]
# [[Inspections]]+
# [[Resco Property+|Property+]]
=== XIV. [[Resco City Smart Services]] ===


=== VI. [[:Category:Resco_Routes|Resco Routes]] ===
=== XV. [[:Category:Resco_Routes|Resco Routes]] ===
# [[Resco Routes|Introduction]]
# [[Resco Routes|Introduction]]
# [[Resco Routes (app)]]
# [[Resco Routes (app)]]
# [[Location Monitor]]
# [[Location Monitor]]
# [[Schedule Board]]
# [[Schedule Board]]
#* [[Schedule Board examples]]


=== VII. [[:Category:Resco Inspections|Resco Inspections]] ===
=== XVI. [[Guides]] ===
# [[Resco Inspections|Introduction]]
 
# [[Questionnaire Designer]]
# [[Guides library]]
# [[Report Designer]]
# [[Guides feedback and statistics]]
# [[Schedule Board]]
# [[Guides on Power Platform]]
# [[Resco Inspections (app)]]
 
# [[Automatic Dashboard]]
=== XVII. [[Power Platform]] ===
# [[Results Viewer]]


=== VIII. [[Resco City Smart Services]] ===
# [[Power Solutions]]
#* [[Resco Docs+]]
#* [[Resco Forms+]]
#* [[Resco Steps+]]
#[[Resco Power Components]]

Latest revision as of 07:27, 18 November 2024

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
  5. User interface components
  6. Business logic
  7. FetchXML
  8. Mobile report
  9. Activity entity

III. Woodford

  1. Introduction
  2. App projects
  3. Device control
  4. Mobile users
  5. Rules editor
  6. Style editor
  7. Images
  8. Localizations
  9. Entities
  10. Branding
  11. Theme
  12. Guides
  13. Custom mobile apps
  14. Location-based services
  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
  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

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
  6. Automatic Dashboard
  7. Results Viewer
  8. Report Designer
  9. Schedule Board
  10. Resco Inspections on Dynamics 365
  11. Inspections on Power Platform
  12. resco.Inspections (on Resco Cloud)
  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
  2. First level support
  3. Releases
  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+

XIV. Resco City Smart Services

XV. Resco Routes

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

XVI. Guides

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

XVII. Power Platform

  1. Power Solutions
  2. Resco Power Components
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