5 easy steps to leverage Resco Inspections for Dynamics 365 Work Orders (or any other entity)
written by Andrew Lorraine on August 12, 2020
Field Service scenarios are synonymous with standardized work processes, checklists, inspections, or even regulatory procedures that can quickly scale in terms of their complexity. That’s why one of the key value adds of turning to Resco as your field service mobile platform is the opportunity to leverage Resco Inspections in your existing mobile project to model and complete these complex mobile work experiences with ease.
At its core, Resco Inspections is a proven platform for building dynamic, fully offline mobile forms. Including deep branching logic, tons of features and next-gen capabilities like AR, voice control, and cross-platform accessibility (phones, tablets, wearables – you name it).
Let’s say I’m a Resco Partner who has built out D365 Field Service for a customer who services facilities and uses the Resco-based Field Service Mobile app. Next, the customer wants to work on modelling and mobilizing a series of new HVAC regulatory inspection processes that have been introduced as post COVID-19 measures for hygiene and safety.
I present the options to my customer as they currently stand: Create an ungodly number of custom entities and fields in D365 and then try to model it on a mobile form in Resco’s Woodford tool, wait for Microsoft’s separate Inspections tool to one day master the complex mobile capabilities required for this inspection, try my luck at building a fully offline Canvas App with branching logic… Or simply get started immediately with the full-featured Resco Inspections tool.
Hey, I admit I may be a little biased, but my customer needs to make a move now in order to get ahead of these fast-approaching regulations. In terms of readiness and capabilities, the choice seems pretty clear to me!
Associating a template from Resco Inspections with a key entity in D365 Field Service like Work Order is a piece of cake. And here’s how you get it done:
Prerequisites: A licensed D365 Field Service instance, the latest version of Resco’s Woodford tool, and the use of the Resco Mobile CRM app just as my colleague Ivan previously detailed.
Step 1: In your D365 instance, Go to Settings > Advanced Settings > Mobile CRM > Woodford > Mobile CRM Woodford.
Step 2: Open your Mobile Project.
Step 3: On the left-side panel, go to Settings > Inspections and check the box “Enable Inspections” (and confirm you have the appropriate license – reach out to your Resco Account Manager if you need licensing beyond the 30-day free trial). Click Save to complete the process.
Step 4: Add Inspections to the Work Order form by clicking the “Add to Form” button in the top panel and then selecting “Work Order [msdyn_workorder]” in the drop-down menu. Click “OK” to complete the process.
Step 5: Visit the Form design section for the Work Order entity in Woodford and move Inspections up to the top of the form. Don’t forget to Save and Publish the project.
And voila! I’ve now got a Resco Inspections template accessible as part of a Work Order in the Resco app.
I can get started right away on building this regulatory inspection for my customer using the Resco Inspections no-code Designer module. My customer is thrilled that I can get these urgent, yet complex inspections out to their service techs in a fraction of the time it would have taken me with the other existing options – without any change to the underlying mobile experience. And I might even be able to deploy these templates to my other customers facing the same regulatory burdens. But that’s a topic for another day😉
To get started with Inspections right away, please visit www.resco.net/products/inspections/.
If you’re working with Dynamics 365 Field Service, make sure to also check out Resco’s Field Service 2.0 mobile experience.