Table of contents

I. About

1. Glossary
2. Frequently asked questions
3. Salesforce frequently asked questions

II. Core concepts

1. resco.Platform
2. Data model
3. Security model
4. Synchronization
   • Automatic synchronization
   • Synchronization steps
   • Shared records
   • Synchronization troubleshooting
   • Sync Filter
     • 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
   • API calls
5. User interface components
6. Business logic
7. FetchXML

III. Woodford

1. Introduction
2. App projects
   • Publishing app projects
   • Home screen
   • View
     • Row script
     • Private view
     • Filtered lookup
     • Filter editor
   • Form
     • Command editor
     • Flexible form
     • Process
     • Tagged image
     • Timeline
   • Tree view
   • Hub
   • Dashboard
   • Social
     • Chat
   • Global map
   • Offline HTML
   • Calendar
   • Events and reminders
   • Configuration
     • Duplicate detection
3. Device control
4. Mobile users
5. 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
6. Style editor
7. Images
   • Image examples
8. Localizations
   • Localization examples
9. Entities
   • Metadata changes in live projects
10. Branding
11. Theme
12. Guides
13. Custom mobile apps
    • Enterprise deployment on iOS
14. Geocoding
15. Location tracking
16. Plugins
17. Maintenance
18. Business Process Flow
19. Auditing
20. Settings
21. Profile
22. About
23. Resco CRM sync
24. GitHub integration
25. Documents
26. Exchange
27. Google
28. Communication with external applications
29. Power BI
30. Integration with marketing services
31. Entity notification workflow
32. Barcode scanning
33. AI Image Recognition
34. Adobe XD plug-in
35. Capsules
36. Woodford CLI

IV. Resco Mobile CRM

1. Introduction
2. Connecting to CRM
3. Favorites
4. Setup
5. Online versus Offline
6. Voice control
7. List of supported languages
8. List of supported document formats
9. Email integration
10. Command line options
11. Locked application
12. Resco Mobile CRM on HoloLens
13. NFC
14. Document roundtrip
15. Bulk update

V. Resco Cloud

1. Introduction
2. Admin Console
3. Server processes
4. Plug-in assemblies
5. Integration
6. Blob storage for Resco Cloud
   • REST API service / OData service / Questionnaire OData service
   • Power Automate
     • ‎Resco Cloud connector
     • ‎Resco Reports connector
   • Resco CRM sync
   • Direct integration via OData/Resco Cloud connectors
   • SMS gateway
7. Questionnaire Designer
8. Report Designer
9. Sync Dashboard
10. Resco Cloud on premises
11. Connect Resco Cloud to Azure AD
12. Connect Resco Cloud to custom ADFS
13. Connect Resco Cloud with Okta
14. Resco Cloud migration (EU)
15. Integration with marketing services
16. resco.FieldService
    • Getting started with resco.FieldService
    • Work order generation in resco.FieldService
    • Control panel in resco.FieldService
    • Working hours

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. Resco Inspections data model
4. Questionnaire Designer
   • Questionnaire Designer examples
   • Mapping questions to fields
   • ‎Adding questionnaires to app projects
   • How to use a template from the Resco Template Library
5. Automatic Dashboard
6. Results Viewer
7. Report Designer
   • Report Designer examples
   • ‎Mobile reports for Resco Inspections
8. Schedule Board
9. Resco Inspections on Dynamics 365
10. resco.Inspections (on Resco Cloud)
    • Resco Inspections (app)
    • Manager's experience
    • Client portal
11. Smartwatch integration
12. Questionnaire OData service
13. Houston video calls
14. RealWear
15. Zebra

VIII. Discontinued products

1. resco.Houston
2. Resco MobileForms Toolkit

IX. Dynamics specific information

1. Overview
2. Upgrading Microsoft Dynamics
3. Resco CRM sync
4. Business Process Flow
5. Plugins
6. Maintenance
7. Resco Inspections on Dynamics 365
8. Resco Field Service 2.0 for Dynamics 365 Field Service
9. Pay with Resco
10. Deep dive: Timesheets

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
   • Release notes
   • Deprecations
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. Upgrading Microsoft Dynamics
19. Resco Academy

XII. Resco JavaScript Bridge

1. Resco JavaScript Bridge
2. Debugging offline HTML
3. Offline HTML
4. Execute JavaScript from rules

XV. Resco Routes

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