Dynamics
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Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications.
Dynamics can benefit from tight integration with Resco platform, gaining access to powerful and fully customizable mobile applications that can work with the data of your Dynamics organization, even offline.
Getting started
To start using Resco for Dynamics, you have to add Woodford to your Dynamics server. See Installing Woodford on Dynamics for further instructions.
Resco functions on Dynamics
By installing Woodford, you can now access additional tools from your Dynamics server.
App projects
App projects are customized versions of Resco mobile application dedicated to a particular set of users. Or more precisely, the application remains the same, but each project may have a different set of data and functions available. For example, your mobile sales team may need easy access for showcasing products and creating up new orders, field technicians may need instructions that guide them through the process of a maintenance inspection, and their managers can be interested in seeing the aggregated data or monitor the location of their staff on a map in real time.
Resco on Dynamics comes with a set of default projects designed for concrete scenarios and these can be further customized, or you can design your own app project from scratch.
Mobile apps
Resco offers several mobile apps that understand app projects and allow you to work with your Dynamics data. To get started, download any of the app and connect to Dynamics. If you're not sure which app to download, get the classic Resco Mobile CRM.
See also
- Upgrading Microsoft Dynamics: Resco-specific instructions for upgrading to a newer version of Dynamics
- Resco CRM sync: Connect an organization on Resco Cloud and with a Dynamics organization. Synchronize data and metadata.
- Resco for Dynamics 365: Official product page