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

TBD

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