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Answers frequently asked questions about the application, Woodford, or generally about Resco Mobile CRM.
Short answer — everyone who wants to work with CRM data on the go.
A bit longer answer — the solution is great for sales reps, field workers, service staff, managers, repairmen, account managers, etc. — basically all people who aren’t sitting at their desk their entire working time.
But employees in the office have not been forgotten! Resco CRM’s web interface allows them to work from a desktop or a laptop, while their mobile co-workers keep up with the latest information via their phones and tablets.
Resco Mobile CRM is a mobile client for Microsoft Dynamics CRM, Oracle CX, Salesforce and can also serve as a standalone CRM solution. It provides direct connection to these systems, which means you can set it up easily.
Resco Mobile CRM can be also connected to other CRM or ERP systems. Our customers utilize web services and OData to connect their system with the Resco Mobile CRM client. For more information on integrations, go to Resco Mobile CRM for your back-end system.
Resco Mobile CRM supports Dynamics CRM 4.0, 2011, 2013, 2015 and 2016.
Both, online & on premise versions are supported.
You have the opportunity to test the solution for 30 days, free of charge. Simply start your free trial and you’ll get instructions on where to download the application and the configurator into your mailbox. The steps vary, depending on the type of back-end system you utilize, so it’s best you specify it as you fill out the form.
Resco Mobile CRM supports following platforms:
Any device running on one of these operating systems will work.
For more information on what software and hardware requirements you need to consider before buying mobile devices for Resco Mobile CRM, read this article.
In an online mode, you are working with the real-time data on your server. During the course of this time, you need to have Internet connection and access to your server available.
In an offline mode, you are working with data that was stored in the local database of your device. So you can work also without a connection to server/Internet. You’ll need the connection only to synchronize the local database with the server.
For a technical deep dive into online vs. offline mode, read this detailed description.
The major updates with new features are being released quarterly. Between the major updates, we release minor updates with minor features or fixes.
Absolutely! Resco Mobile CRM is a fully customizable mobile client – you can select what types of records you want to see, change its functionality, add fields you want to work with, implement custom business logic, or alter the look of the application.
Explains how to sync the app with Dynamics CRM in different ways (Online, Active Directory, Internet Facing)
Quick guide with an overview of the main functions of the Resco Mobile CRM app.
A visual step-by-step guide that shows how to use all the functions of Resco Mobile CRM application.
Ultimate guide to a mobile & desktop solution.
Information about providing support related to Resco Mobile CRM application logs, to effectively assist users with common issues
Describes the security components implemented in the Mobile CRM solution.
Guide describing the steps required for enterprise deployment on iOS. Needed for MDM deployment or custom branded app builds.
Developer notes describing features and bug fixes for major and minor releases.
Helps you to start making customizations for Resco Mobile CRM app.
Explains how to install Woodford, create customizations and make them available on mobile devices.
This guide lists the steps that should be taken by existing Resco customers & partners during a Microsoft Dynamics CRM server upgrade.
Form Rules describe sequences of steps that are executed on form related events OnLoad, OnSave, OnChange.
A Pack of sample icons that can be immediately imported to Woodford to replace default ones in the app.
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