Resco Mobile CRM with CRM o365 – Action Required

If you use or have clients that use Resco MobileCRM for Dynamics CRM Office 365 (CRM Online) then you may have received and email informing you of a critical issue due to a change in authentication;

The email from Resco consists of the following;

Critical issue: Resco Mobile CRM is unable to connect and synchronize with Microsoft Dynamics CRM Online (Office 365) organization. The On Premise installations of Microsoft Dynamics CRM are NOT affected.

Cause: Microsoft changed the authentication mechanism that causes a critical issue. The bug in the authentication policy parser was uncovered by the removal of a deprecated authentication policy.

Affected versions: All Microsoft Dynamics CRM Online organizations. All Resco Mobile CRM apps version 9.1.3 and older.

Dates: The change will be deployed by Microsoft automatically, starting on October 14th.

Fix: Update your Resco Mobile CRM app to version 9.1.4 by downloading the latest version from the app stores. No additional action is required at this time.

If you have any questions, feel free to contact us at mobilecrm@resco.net

The steps to take are easy, you can get the latest version of Woodford using the “Update” button in the Silverlight application or navigate to; https://www.resco.net/mobilecrm/woodford.html and grab the related managed solution (at the time of writing 9.2.0).

I applied the changes in test first, ensuring that test users update the local mobile app and test prior to Production updates, and found the following steps below apply to ensure a smooth transition.

Navigation Steps;

  1. Open the current version of Resco in CRMwoodfordlaunch
  2. When the Silverlight app’ loads select your project(s) and click “Export” and then “Yes” to the dialog messagewoodfordhome
  3. Close the Woodford Application and navigate to the Solutions area of CRM
  4. Click to Import a solution and select the previously downloaded Woodford updatewoodfordimport.png
  5. Click to “Maintain” customisations and import the solution
  6. Check for alerts/errors then click “OK”.Please Note; at this point is may be a good idea to refresh your browser/clear the browser cache so you see the updated version of Resco Woodford in CRM.woodfordsitemap
  7. Launch the Woodford tool again (metadata will reload), check your build version has been updated
  8. Attempt to open the Mobile Project, if the project loads check for errors using the “validate” button, if all is well – click “Publish”Please Note; if the project should fail to load, click “Import” then select the backup of the Mobile Project taken earlier and “Ok”. Once the project has been imported, check for errors using the “validate” button, if all is well – click “Publish”.woodfordproject.png
  9. The final step is to get your Resco Mobile CRM users to download the latest compatible app version from their app store.

If you have any problems that cannot be addressed using these steps in test contact the helpful Resco support team.

Happy CRM’ing!

 

Working with Resco Mobile CRM: Part 3 – Designing Forms

Previously I have written about installing the Woodford App’ for Resco Mobile CRM and setting up a new “Mobile Project” – which you can find here: http://wp.me/p3wxxT-1a. In this part I will attempt to walk through some of the basic design functions that can be used to configure the content accessed by users.

Three of the main areas you will likely consider for configuration in Woodford are:

  • Fields
  • Views
  • Forms
  • The Home Screen

Creating Forms: In my last post we identified entities and fields from our CRM instance and added them to a Mobile Project, once you have done so you can either configure a form or create a new one. As in CRM the forms you create will be used to add and edit records when they access the application, you can also view related records and show additional tabs such as; I-Frames, Maps and other special media, (in Woodford these could provide functionality like photo or signature capture, particularly useful for users working in the field).

There are 2 types of forms: Contact Information Forms and Edit Forms. Contact Information Forms allow you to display fields and associated records. An Edit Form is where you can enter and edit data. In my recent work with Woodford I removed the existing Contact Information Forms for out of the box entities as they weren’t required, but this will largely depend on your requirements. If you don’t want to use these forms you can select the form an click “Delete”.

To create a new form navigate to; Settings > Woodford > Mobile CRM Woodford in your CRM instance, once the Silverlight application launches open your mobile project and scroll down to Entities > Select your Entity > Expand the Entity > Click Forms, (in this example I will be using Contacts) > navigate to the toolbar > Click New. You will then need to give the form a Name and a Type, here you can choose “Contact Information Form” or “Edit Form” – depending on the functionality you want to deliver.

new_form

Once the “Designer” form has loaded, (for new forms this will be blank) you can navigate to “Add Fields” from the toolbar, upon clicking the button you will see a drop down list of the fields you enabled previously. Once you have clicked to select your first field the “field explorer” list will be populated with all other available fields which can be added to the form by double-clicking the field name. You can drag and drop fields around the form for placement as well as from the “field explorer” list on the right of the screen.

Note: You can remove fields by either dragging them away from the form, or clicking “delete” in the toolbar. You can also edit the form properties on the left of the designer area once a field is selected.

new_contact_form1

In the form designer there are some key functions that you may want to re-use in addition to “Add Fields”: Add Detail – adds a ‘Tab’ as in CRM, Add List – adds an associated entity view. Add Spacer – useful to enter a break between fields as in CRM itself.

To Add a List you can either select a Detail or a List element in the designer, available lists are then visible in the “field explorer”, or by selecting from the toolbar. You can add lists that use related and unrelated entities, lists can display associated Activities, Notes, Opportunities etc. in your form.

When you have added your fields, detail tabs and lists don’t forget to hit “save”, or “save and close”. Once you have closed the form you can click “Publish” in the toolbar, you can also choose to “Validate” your mobile project – this will check for any errors in your configuration.

Note: You can also check for errors in the “About” sections of the Woodford app’ and the client version on the user’s device or laptop.

For more detailed information you can download the Woodford Guide from www.resco.net

new_contact_form

new_contact_form To Whenlick on ̍Newˈ.

Type: select ̍Public ViewˈChoose a template (shows the number of fields on the view, you can add more fields later on when designing the vie

Working with Resco Mobile CRM: Part 2 – Mobile Projects

In part one of this post I wrote about the installation of Resco Mobile CRM for MS Dynamics CRM for a client using the latest version of the Woodford solution (at the time of writing 7.4). For details on that post you can use the following link: http://wp.me/p3wxxT-13

Step 1 – Launch MobileCRM Woodford: Once you have installed Woodford as per the previous steps you will need to create a new “Mobile Project”. To launch the console app’ navigate to; Settings > MobileCRM > Woodford in your CRM instance, the Silverlight app’ may launch automatically depending on your browser – if not click the “MobileCRM Woodford” icon in the CRM UX.

CRM_app_launch1

Within the app window you will see a number of different options in the left hand navigation pane by default, from here you can manage different app’ settings and features (as per Fig. 2 below), these include:

  • Mobile Projects (this is where we create and manage of projects)
  • Security (displays the devices currently accessing Woodford and the attached user IDs)
  • Mobile Users (add, enable, disable users access)
  • Localisations (languages)
  • Geocoding (used for translating addresses to GPS data)
  • Plugins
  • Maintenance
  • Settings
  • Profile
  • Logs
  • About (find the build number and download updates)

To explore the administration in more detail you can download the Woodford Guide here: http://www.resco.net/MobileCRM/customizations.aspx

nav_pane1

Fig. 2

Step 2 – Create a Mobile Project: To start configuring Woodford, in the administration menu select; Mobile Projects > New, in the “Add Mobile Project” dialog as in the previous post you will need to select the “Type” of project you are going to be working with, you can choose between the following:

  • Standard User
  • External (Portal) User
  • Anonymous External User

Note: we will be using “Standard User” as we will authenticate our users using their CRM credentials and security roles.

Once you have chosen a “Type” give your project a name so it can be identified from others that you may create, in this example I have used “MobileCRM Project”, you will then need to set the “Priority” used for the project, the higher the number set the higher the priority (as I understand the documentation), so ‘1’ would supersede ‘0’ etc. and finally choose the roles that will be able to access the content for the project once published. You can select one or multiple roles and you may have different projects created for different role sets so that different content is displayed, such as a Sales project and a Service project. Click “OK” so you can start to edit the project.

Note: the roles you can select should reflect those you have in CRM, including custom roles.

new_project

Now when you open the main menu for Woodford you can select the “Activate” or “Deactivate” commands or choose “Edit” to work with the project.

Step 3 – Working with CRM Entities: Once you have created and opened your Mobile Project you can begin to configure the entities from you MS Dynamics CRM instance that you will use as part of the project. You should now have a list of all available entities from your Dynamics CRM server in the left hand navigation area.

The type of entities you will want to service through the app’ will vary depending on your organisation, for example if the project has a sales focus then you typically will be looking to add; Leads, Opportunities, Accounts, Contacts and Competitors, for those with a focus on customer service you may want to work with Accounts, Contacts, Cases etc.

Note: It is worth mentioning that unless you have purchased the licensed version of Resco MobileCRM you will not be able include custom entities in your mobile project, the free version only allows configuration using out of the box entities and fields.

To select an entity to add to the project you will need to navigate to; Entities > Select Your Entity > Click Enable (in the toolbar). Once you have done this don’t forget to click “Save” to save the change. The entity will now be visible as a bold item rather than with a ‘fade’ in the left hand navigation pane, the example below is for the Lead entity. Now that we have added the entity to the project we have the option to expand it, and should be able to see the five items that will roll down: Forms, Views, Charts, Fields and Indexes.

new_entity

As well as the entities display name, schema and description from CRM, there are a number of parameters visible for the entity:

Mode
If set to Online only, the data for the entity will only be available in the app’s Online Mode. If set to Online & Offline – the data of course will be available for both modes

Conflict Strategy – this is for cases when there the server and the mobile app want to modify data at the same time. Either you can set it to that the Server always wins this conflict or Device wins or it let’s the user decide (User Action).

Permissions – you can set the Read, Write, Create and Delete permission for the whole entity.

Advanced Properties – when the Include Lookup Labels is checked, the app will no longer show related data to that entity as “Unknown” in the offline mode. This often happened with Owner ID’s of records as the data with User names is stored in the User entity (by default the Owner entity is not enabled in Woodford).

Step 4 – Adding Fields: Once you have enabled your entity you can start to add fields that you want to add to your forms in Woodford, this interface is very easy to use, you can navigate through the fields associated with your entity and simply use the check box to add fields. Once you select and highlight a field you will be able to view the field “properties” on the right hand side of the app’ window.

field_properties

Some of the properties displayed are ‘read only’ in this area, the field properties available include:

  • Permissions
  • Requirement Level
  • Formatting (depending on field type)
  • Constraints (depending on field type)
  • Lookup Targets
  • Description

You can amend the formatting of certain fields from your chosen entity, the formatting is changed for the fields display in Woodford only, the types of formatting include:

Single line – field is formatted to have the appearance of a single line field in the mobile app

Multiline – field will have the appearance of a multiline field

Email the field in the mobile app will have an action button that after activating will give the user an opportunity to immediately create an email

Phone number the field will have an action button that will activate the phone call function on the device (the device will dial the number contained in the field)

URL an action button to open the URL in the native browser of the device will be available

Barcode action button activates a camera so user can scan Barcodes and QR codes. Function will only work on devices that have a camera with Autofocus.

HTML will format the text field into a HTML type (bodies of email, signatures and etc.).

Once you are done make sure to save your changes. When you are ready you can also click “Publish” to roll-out your changes, this however will largely depend on you having updated your forms, which I will try and walk through next time.

Until then, happy CRM’ing!