Microsoft have added an official article on how to upgrade your mobile project https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-upgrade-project. You have 2 options: Import the new project template from Microsoft, derive the template and create a child project, and manually recreate your customizations in the…
Author: Thomas Dayman
Techniques to build complex sync filters in Woodford
When dealing with offline functionality the key is to limit the amount of data being synced to the device. In some cases you may have thousands if not millions of records for an entity and can take a long amount…
Forms Pro Integration with Dynamics 365 and Field Service Mobile
Forms Pro is the newest survey solution from Microsoft. You can try it here https://formspro.microsoft.com/en-us/ Step 1 – Install Forms Pro from Microsoft App Source Once you confirmed the install, check to see if the solution has installed. It wont…
Schedule Board health check and possible fixes
These options are only available with these versions or later MicrosoftDynamicsScheduling – Universal Resource Scheduling 3.4.0.141 Microsoft Dynamics 365 Version 1710 (9.1.0.2435) online Checking the health of your schedule board The URS solution should now include a new web resource…
Using Microsoft Flow and TFL API to retrieve Travel Time
Here is an example of using Microsoft flow to calculate estimated travel time from one location to another. This would be very useful for Field agents who travel primarily on trains and public transport. Below is the link to test…
Why can’t I see my records when using Resco Mobile?
A quick blog post around why sometimes you wont see records when using the Resco Mobile application. There are 3 areas to check: Security Roles Sync Filters View Filters 1. Security Role The first place to look and the least likely…
Open Google Maps or Waze from Resco Mobile CRM
Field Agents who frequently travel will most likely be comfortable with using well known and familiar applications to set their journey directions, such as Google Maps or Waze. Below is code which is triggered from a command. In this case…
Reading field values in a view from a related entity using JavaScript
If you want to get access to the fields within a view, you will use this solution here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/display-custom-icons-instead This will give you access to the fields within your view. But its not exactly clear on how to read fields…
Open and prepopulate fields onto a new form using JavaScript in Resco Mobile CRM
The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford. Below is an example of creating a…
Bulk Update Work Hours – XRMToolBox Plugin
Bulk Update Work Hours An XRMToolBox plugin to bulk update Resource work hours on the schedule board. Download Here How to set Working Hours Retrieving Bookable Resources You can set custom FetchXML to fetch the Bookable Reosurces in your organisation.…