How to use Resco mobility and MS Dynamics to configure timesheets for mobile workersMobilizing Microsoft Dynamics 365
In the sea of time-tracking solutions, choosing the right one can take some time. Resco has a simple solution – timesheets which you can create using standard no-code customization tools.
At resco.NEXT, many of our partners and customers expressed interest in this use case. As we want to help you build timesheets in your Resco apps, our consultants spent some time researching and coming up with creative ways to build timesheets with existing products and tools.
To show you how to use the timesheets functionality in the Resco app, we created a video where Trevor Metcalfe, our Marketing Manager for North America, will walk you through the process of creating, managing, and editing timesheets from the perspective of both a manager and a mobile user.
The video has four parts:
- Back-office: Managing timesheets and projects
- Mobile app: Creating timesheet entries
- Back-office: Approving submitted timesheets
- Technical overview: Woodford customization highlights
1. Back-office: Managing timesheets and projects
In the first part, we will show you how to use the back-office interface as a manager. You will learn how to create and manage your worker´s timesheets in the back-office system, which is Dynamics 365, how to create multiple timesheets simultaneously, switch between different views, modify project information, and much more.
2. Mobile app: Creating timesheet entries
The second part will teach you how to use the mobile app as a user who fills out timesheets. We will show you how to create timesheet entries and fill them out correctly.
3. Back-office: Approving submitted timesheets
In the third part, we will return to the manager´s perspective. We will walk you through the process of approving timesheets and ensuring everything is filled out well and that all the information is correct.
4. Technical overview: Woodford customization highlights
The final part will teach you how to customize your timesheets in Woodford. For example, you will learn how to clone timesheet entries, color code timesheets in your calendar, or calculate the aggregate values of specific fields.
Improve your Resco skills
At our Wiki, you’ll find not only a deep dive into timesheets, but many other guides and tutorials for various Resco products. And if you want to further educate yourself, Resco Academy has a lot of valuable and interesting courses for you to improve your skills. As a base for creating timesheets, we recommend you check out our Resco Academy Course on User Interface.