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 which belong to another entity.   I have added several… Continue Reading Reading field values in a view from a related entity using JavaScript

I had a requirement for providing push notifications on the Field Service mobile application for Field Engineers when a Work Order is Scheduled to them.   Resco provide some Workflow Activities already in their solution. One being the ‘Send Chat Message’ Workflow. I am triggering this workflow on change of… Continue Reading Resco Chat Messages & Push Notifications for Field Service

If you have lots of users which need their work hours added into CRM, it can take a long time to manually set up each user through the user interface. Below is the code to update user’s work hours in bulk for a regular 9am-5pm schedule and will also reflect… Continue Reading Bulk update user work hours for the Schedule Board

Below is another example of a Booking Rule as well as an interesting find. This new Booking rule fetches the Characteristics from both the Resource and the Work Order and compares them to see if the Resource is valid to do the job. First of all it will check if… Continue Reading Field Service – Another Booking Rule example

In this article I will go into detail of creating a Booking Rule and will also show an example of one.   Below is a working piece of source code which when a Resource Requirement is placed on the Schedule Board, runs a query to retrieve the Work Order ID… Continue Reading Field Service – Booking Rule example

Here I will go into detail on how you can retrieve data from other entities without the need for code!   Load Reference Load Reference can only be used if there are Lookup’s on the form you wish to retrieve data from. In my example I want to retrieve the… Continue Reading How to fetch data from other Entities in Woodford (Without code)

This post will go into detail on the current state of Reporting for Field Service Mobile version 9.1. Below is just showing evidence of the version number of the app I was running. Mobile Reports One way of developing custom reports for Field Service is created Mobile Reports. These are… Continue Reading The state of Reporting for Field Service Mobile version 9.1

If you have been using Resco Mobile CRM for a while you may have realised that by default the mobile app does not update certain changes while you are in offline mode. One example would be that a back office user has deleted a record in CRM but that record… Continue Reading Plugins in Resco Woodford – “The secret setting”

This article will go into how you can use the JSBridge for Resco to streamline and automate processes. This example will demonstrate how you can add Order Products to an Order just by scanning products within the CRM system. I will assume that you already know how to create custom… Continue Reading How to add an Order Product to an Order using the Barcode Scanner with Resco Mobile CRM

This article will go into detail on how to create a report using SSRS which will run for one or more selected records. Firstly you should create two reports: Main Report Sub Report You can call these what ever you like.   Within the Main Report you should create a… Continue Reading How to create a SSRS Report for one or more selected records