Documents

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)

If you need to store large amount of documents, you don't have to rely on CRM attachments. Resco Mobile CRM can leverage cloud storage services of DropBox, Google Drive, and SharePoint. The implication is that when you attach documents and files to CRM records in the mobile app, you can decide where to store the documents.

DropBox and Google Drive

1. Edit an app project in Woodford.
2. Select Documents from the Project menu.
3. Check Enable Documents and click Save.
4. Select Configuration from the Project menu and go to Integrations tab.
5. Enable the document storage that you're using and specify the root folder.
6. Next, edit the forms for various entities and add Cloud Document List to the entity form, so that users can access documents associated with entity records.
7. Finally, you need to go to Mobile CRM app's Setup and log in to DropBox or Google by using your credentials (or the credentials of your company).

Note	All documents that you want to access must be downloaded to the offline database, even if you want to use Mobile CRM app in Online mode.

For more information:

• Watch this webinar about integration of external documents. Webinar
• Read a series of technical deep dive articles: part 1, part 2, part 3, part 4 Blog

SharePoint integration

Note	Integration with SharePoint document storage is only available on Microsoft Dynamics CRM.

Server-side prerequisites

Mobile CRM application supports both Sharepoint List Component base integration and Server-Side Integration. Both will result in the creation of the required records. The difference is in the CRM web user interface, which is not important for Mobile CRM. The List Component is deprecated, but please read the following guidelines to make sure you pick the right choice.

Mobile CRM requires that sharepointsite and documentLocation records are correctly configured. This means that these records must exist:

• At least one sharepointsite record with the sharepoint url
• At least one documentLocation per Sharepoint-enabled-entity root

Warning

Don't create these records manually! Use the wizard instead.

1. In Dynamics CRM, go to Settings > System > Document Management.
2. Click Document Management Settings to start the wizard.
3. Select entities that should have SharePoint documents integration.
4. Enter the URL of the SharePoint site.
5. Optionally, select the Folder Structure and Automatic folder creation.
6. Click Finish to conclude the wizard.

Enable SharePoint in Woodford

1. Edit an app project in Woodford.
2. Select Documents from the Project menu.
3. Check Enable Documents and Enable SharePoint.

   Enabling SharePoint integration will also enable SharePoint Site entity in the mobile project. Please do not make any changes to this entity.

4. If you have SharePoint on premise, you can define the internal and external SharePoint server URL.
5. Click Save.
6. Next, edit the forms for various entities and add Cloud Document List to the entity form, so that users can access documents associated with entity records.
7. Finally, if your login credentials for SharePoint differ from your CRM credentials, go to Mobile CRM app's Setup and log in to SharePoint. If SharePoint uses different authentication or you use CRM on-premise vs SharePoint online (or vice versa) than CRM, you also need to specify the Type.

External document synchronization filter options

Document filters available in the Configuration section of Woodford allow you to exclude specific documents from download to the Mobile CRM app’s database, based on the file type, entity, a file they’re associated to, how many and what maximum size per file type, etc.

See also this part of our webinar. Webinar