The Resco Mobile CRM application is a mobile client that can be connected to various back-end systems, for example Microsoft Dynamics 365, Salesforce, Resco Cloud (Resco CRM server), or other.
Please make sure the time, date, and time zone are set accurately on your mobile device, as this can cause issues when trying to synchronize the application with your system.
To synchronize the app with your server:
There are multiple options for the User Type — select the one that describes you.
If you are an external user who connects to a company’s application, for example as a customer or supplier, see section External users below.
Resco Mobile CRM can connect directly to all Microsoft Dynamics server deployments (Online & On-premise) and all versions (4.0, 2011, 2013, 2015 & 2016). There are minor login differences for each:
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
Internet Facing Deployment — this authorization type is used when you access your server over the Internet. The safety of your data is ensured by encrypted HTTPS protocol.
The login dialog from PC might look like this:
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.
If you have an existing Salesforce organization, you can use the same credentials to set up the Resco’s mobile app and connect it to Salesforce. See how to easily manage your Salesforce data in the field and how to tailor your new app for Salesforce.
To connect the application to the Resco Cloud (Resco CRM server), fill in the following login information:
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.
This will open the log in an email application, already pre-filled with the support email address. Send the email and await for response.
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.
If the back-end supports it, you may be able to connect as an external user. Use one of the following user modes:
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.
If you still can’t connect Resco Mobile CRM to your system, contact our support at firstname.lastname@example.org