Working with Resco Mobile CRM: Part 1 – Installation

Recently I have been asked to implement Resco Mobile CRM for MS Dynamics CRM for a client. For those of you that haven’t worked with Resco, the advantage as I see it is that you can offer a tailored CRM solution across multiple devices using either out of the box or custom configuration for users with offline capability.

You can get a full overview of the features provided by Resco MobileCRM, take a look at their website http://www.resco.net/mobilecrm/app.aspx.

Resco is ridiculously easy to install and configure for most CRM’ers without the need for additional training, though it has to be said the downloadable PDF material can walk you through most configuration tasks step by step. In order to utilise MobileCRM you need to download the Woodford application solution from the website, the solution is free for organisations that wish to use Woodford for out of the box entities without the use of custom fields, if you do like my client want to use custom configuration then you will need the licensed version purchased fro Resco (for more information see the website or speak to your Microsoft Dynamics Partner).

Woodford is an application that enables you to create customizations of the app, manage licenses and mobile devices. The solution is imported into your CRM organisation and is compatible with both Online and On Premise deployments, (providing they are IFD enabled).

Prerequisites:

  • Resco Mobile CRM Woodford
  • Resco Mobile CRM App, which minimum version is indicated on the right upper corner of Woodford’s window—available for each of the supported platforms on Resco web (http://www.resco.net/mobilecrm/app.aspx)
  • Compatible version of MS Dynamics CRM

Please Note: Minimum Resco Mobile CRM version required for customisation is indicated on the right upper corner of Woodford’s window.

Step 1 – Download or Install Woodford: You can find the Woodford solution from by using the following link: http://www.resco.net/mobilecrm/woodford.html, you will then need to choose to download or install the solution, (you will need to be a System Administrator in CRM in order to sync’ with the server later on).

Please Note; Woodford integration by importing the managed solution file is not available for Dynamics CRM 4.0. Imported solution or standalone Woodford application is available for CRM 2011 and CRM 2013.

Step 2 – Import the solution:

You will need to import the solution into your CRM organization, and you will be able to run Woodford directly from CRM Settings section. In some cases this option helps overcome some authentication problems that you may encounter running the desktop version of Woodford which is also available.

Navigate to your CRM server or CRM Online instance and then; Settings >Solutions select the Woodford solution and hit the Import button. Once the import has completed don’t forget to publish the solution. The solution will then be available in the MS Dynamics CRM application by navigating to; Settings > Mobile CRM.

CRM_settings

Step 3 – Create your Mobile Project:

Once you have the Woodford solution installed you will need to create a new “mobile project” bu using the navigation steps in the previous section, if Silverlight app’ doesn’t launch automatically, you can click the “MobileCRM Woodford” icon in the UI.  A mobile project contains all customizations of the Mobile CRM application. This is where you can add/remove/change fields, entities, views, forms, etc.

To create a new project once the app’ is open by selecting; Mobile Projects > New. For internal users select the project type as “Standard” and give it a “Name”, the “Priority” attribute is used when multiple projects are created, the higher the priority number is used first for synchronisation. Finally select the “Security Roles” which will use the project forms in the client app. Then click “Ok”.

There you go! Resco MobileCRM is installed and you are ready to configure your project.

CRM_app_launch1

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