Power Automate

Integration with third-party systems

Resco CRM Connector (web APIs): REST API service OData service Questionnaire OData service Resco Cloud Client (NuGet) Connect Resco Cloud and Dynamics Business Central Power Automate Resco Cloud connector Resco Reports connector Integrations Glossary entry on integration Woodford configuration Documents (Box, Dropbox, OneDrive, SharePoint) Communication with external applications (via URL schemes) Email integration Exchange (email, calendar, contacts) Google (discontinued) DocuSign integration Marketing services (MailChimp, MailerLite, GetResponse) SMS integration GitHub integration (for Woodford customizations)

Power Automate is a Microsoft service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. Power Automate can be used to connect a Resco Cloud organization with other CRM/ERP backend systems, such as Microsoft Dynamics 365 Business Central.

Available connectors

Resco offers two connectors for Power Automate.

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Resco Cloud connector

Connect to Resco Cloud, create, read, update, and delete records, and more.

Resco Reports connector (preview)

Generate Resco's mobile reports directly from the Dynamics/Dataverse backend

Sample Power Automate flows

We have prepared several sample Power Automate flows with Resco data to showcase some of the possible use cases of this technology.

Questionnaires in Excel table

Used connectors: Microsoft Dataverse, Excel Online

Description: This flow is triggered when any new Questionnaire is submitted by mobile user in Dataverse. If this questionnaire is not type of template, the body of answered questionnaire, which is initially in the JSON format, is processed and parsed into excel table.

Business value: We show how to transfer data harvested via Inspections into XLS for further analytics.

Prerequisites: Forms + solution/Resco Inspections tables enabled in Dataverse

Link: Parse JSON Questionnaire

Questionnaires in Power BI

Used connectors: Microsoft Dataverse, Power BI

Description: This flow is triggered when any new Questionnaire is submitted by mobile user in Dataverse. It then refreshes the dataset of Power BI workspace. Dataset refresh is required when postprocessing of JSON in Power BI because Parsing JSON in DirectQuery mode is not available.

Business value: Can be used as help for further analytics of submitted questionnaires in Power BI.

Prerequisites: Forms + solution/Resco Inspections tables enabled in Dataverse

Link: Refresh Data Set For Power BI

New reported issue in Guides

Used connectors: Microsoft Dataverse, Office 365 Outlook

Description: This flow is triggered when any new Guide Feedback is created by mobile user in Dataverse. If the feedback type is “Guide”, not “Step” and the step ID is not empty, it retrieves a list of system users associated with a specific guide. Then, it sends an email to each user with the comment from the feedback.

Business value: Can be used as monitoring/notification tool for guides.

Prerequisites: Steps + solution/Resco Guides tables enabled in Dataverse

Link: Guide Issue Notification

Generate Work Order report

Used connectors: Microsoft Dataverse, Resco Reports

Description: This flow is triggered when a Work Order is selected from list by backend user. It takes this Work Order record and generates new PDF report based on data from Dataverse and Resco report template. After report is generated, it is saved as annotation regarding selected Work Order.

Business value: Leverage advanced PDF/word reporting of Dataverse records directly in your backend.

Prerequisites: Existing and enabled Report template for Work Order entity in Resco Report Designer

Link: Generate Report for Work Order

Daily Summary

Used connectors: Microsoft Dataverse, Power Automate Operations, Office 365 Outlook

Description: This flow executes every evening and check for new opportunities, work orders and tasks created by every user. If there are any records of these kinds created that day, user gets an email with HTML tables containing summary of newly created records with column or two of information.

Business value: Can be used as the end-of-the-day summary notification, either for users or management.

Prerequisites: none

Link: Daily Summary

Sync exception

Used connectors: Microsoft Dataverse, Power Automate Operations, Outlook

Description: We check for new records in resco_mobileaudit entity. If name of newly created record is synchronization_finish, we look for exception tags in the text and we parse just exception. Condition checks if there is anything parsed from this record. If yes, we send an email to specific user that gets notification containing exception and name of the user that this exception belongs to.

Business value: Can be used as monitoring/notification tool for synchronization.

Prerequisites: Resco Mobile application with Resco mobile audit enabled

Link: Sync Exception Notification

Chat GPT Inspection summary

Used connectors: Microsoft Dataverse, Resco Reports, HTTP request, Power Automate Operations

Description: This flow is triggered when a questionnaire record is selected from list by backend user. The PDF report is generated by Resco reports connector. The completed questionnaire in the JSON format is then sent as HTTP request to ChatGPT with the prompt to generate overall summary of submitted data. The AI model generates a report summary, which is added to a new email activity regarding the questionnaire’s parent account. The admin, or whoever works with data in the backend, can edit the email body and questionnaire summary from the ChatGPT response. When finalized, the email with the report and summary can be sent directly from Dynamics 365.

Business value: Can be used to generate insights and summaries from complex questionnaire data automatically.

Prerequisites: Enabled existing Report template for Questionnaire in Report Designer, Chat GPT API Key

Link: Inspections Summary

Save PDF report for multiple Accounts on SharePoint

Used connectors: Resco Reports, SharePoint

Description: This flow takes a list of GUIDs of selected account records as input, generates a report using the GUIDs as sources via Resco Reports connector, and saves the report as a PDF file in a SharePoint folder. The file name includes the current timestamp and the original filename from the report headers.

Business value: Can be used to generate advanced reports/insights from numerous records on backend.

Prerequisites: Enabled existing Report template for Account overview in Report Designer

Link: Generate Account Overview Document

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