Synchronization Guide

Getting started with Resco Mobile CRM

Learn how to connect the application to your CRM system
and work with it on the go

Connect the application to your CRM system

The Resco Mobile CRM application is a mobile CRM client that can be connected to various back-end systems, such as Microsoft Dynamics 365, Salesforce, Oracle CX, SAP, and its very own Resco Cloud (Resco CRM server).

Before we start

Please make sure the time, date, and time zone are set correctly on your mobile device, as this can cause issues when trying to synchronize the application with your CRM system.

Enter your login credentials

To synchronize the app with your CRM server, fill in the URL of your server, Username & Password.

Enter your CRM login credentials:

  • Tap the ‘sync’ symbol
  • Type in the URL of your CRM server
  • Enter your Username
  • Enter your Password

  • Which User Type should you use?

    There are altogether 3 options for the User Type — select the one that describes you.

    STANDARD USER

    Everyone who is an employee and has CRM login credentials is a standard user. This applies to all types of professions: sales representatives, service technicians, marketing specialists, managers, etc.

    REGISTERED EXTERNAL USER

    People who work with the company and need to access a personalized set of data — partners, agents, external distributors, vendors, suppliers, or clients — will use the External/Portal user mode.

    ANONYMOUS EXTERNAL USER

    If you want to access the consumer application — you are either a customer, event participant, fan, visitor, or city resident (and were given only the URL and no Username or Password) — use the Anonymous External User option.

    Tip: Any company can create its own mobile application, branded with the company name, icon and color scheme, and have it published to the application stores. This app does not need to entail the synchronization window — people will directly access the content of the app, without needing to log in or type in the URL. This is especially useful for consumer apps scenario.

    What does the ‘Save Password’ option do?

    When switched on, the app will save your password for future use and you won’t be prompted to insert it again next time you synchronize the app.

    Connect to Microsoft Dynamics CRM

    Resco Mobile CRM can connect directly to all Microsoft Dynamics CRM server deployments (Online & On-premise) and all versions (4.0, 2011, 2013, 2015 & 2016). There are minor login differences for each:

    Microsoft Dynamics Online (or Office 365)

    • URL: The URL is the same one you see in your browser when connecting to MS Dynamics CRM from your PC. It is usually in a similar form to this one: https://companyname.crm.dynamics.com
    • Username: Your LiveID (the same one you use to connect via PC) Example: anthony@live.com, anthony@company.onmicrosoft.com or a custom email address
    • Password: Password for your LiveID account

    Office 365 login

    Microsoft Dynamics On-premise

    • URL: Type in the server address (as highlighted in the picture bellow), or IP address (e.g. http://10.0.0.1) of your server. If you are not sure as to what is your server address, check the URL of CRM server when you access it from your PC. In some cases you will need to include the Organization Name to the server URL, e.g. http://server_url/organization
    • Username & Password: Your MS Dynamics CRM Username and Password (Active domain authentication) are the same as you would enter to log into CRM from your PC. If you are not able to connect to your CRM using these credentials, try entering the Domain Name before the Username, e.g. Domain\User_Name

    ADDITIONAL INFORMATION FOR CRM ON-PREMISES

    To be able to connect to Microsoft Dynamics CRM with the Resco Mobile CRM application, you need to expose MS Dynamics CRM Web Services and Authentication Services. Otherwise, you’ll be only able to synchronize the application only while you are connected to your internal network.

    Active Directory — most commonly used with On-premise CRM installations

    Active directory

    Internet Facing Deployment — this authorization type is used when you access your CRM server over the Internet. The safety of your data is ensured by encrypted HTTPS protocol.

    The login dialog from PC might look like this:

    or like this

    Home Realm

    If your company uses multiple domains and the authentication is performed using multiple ADFS, you will need to set the Home Realm in the Resco Mobile CRM application’s Setup according to your MS Dynamics CRM settings.

    App Settings - Home Realm

     

    Connect to Resco Cloud (Resco CRM)

    To connect the application to the Resco Cloud (Resco CRM server), fill in the following login information:

  • URL: the URL of your organization, the same one you use when accessing your CRM from the browser, e.g. https://organization.rescocrm.com Resco CRM login
  • Username: your email address (issued by the CRM administrator)
  • Password: your password, most probably issued by the CRM administrator
  • How to connect Resco Mobile CRM to Salesforce.com

    What to do when you encounter an issue?

    The application keeps a log of all unexpected errors. You can read and send the log file to us — go to the About section in the Resco Mobile CRM application and tap on the “Send Log” button in the upper right corner.

    Log file

    This will open the log in an email application, already pre-filled with the support email address. Send the email and await for response.

    Send email

    Find out more!

    Once you’ve connected Resco Mobile CRM to your CRM system, it’s time to learn how to work with the application, how to customize it to fit your needs, and how to make the most of its functionality, which is continuously growing with each quarterly update.

    From user guides and manuals, to eBooks and videos, there’s something to explore for everyone.