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Resco Mobile CRM Woodford User Guide

1. Prerequisites for Geocoding to geocode the records you need to obtain The Bing Map Key if your company will be using the obtained GPS data only inside of the company then the plain developer key will should be enough More information about Bing Map Key can be found here http msdn microsoft com en us library ff428642 aspx Prerequisites for GPS fields 3 5 1 Geocoder Select Entity Selects the entity from which you want to fetch the records for geocoding City State Postal code Country select the fields which fall under their respective categories i e choose Address1_city as City Address1_zip as Postal code and etc Set additional street fields after checking this option you will be given the opportunity to select other street fields if you have more You can also set their order by adjusting the 1 0 2 string parameter e g 2 1 0 RESCO MOBILE CRM WOODFORD USER GUIDE 25 Latitude Longitude select the longitude and latitude fields in which you keep the GPS data Find position by query when this is checked Bing uses a different kind of search that is suitable when your records are frequently missing fields like City Zip and etc Filter By you can define which records from the previously selected entity will be fetched by choosing a view from the entity records will be chosen by the view s filter 3 5 2 Toolbar Fetch data button after clicking on this button the records will
2. p line height 1 2em 202 RESCO MOBILE CRM WOODFORD USER GUIDE account input margin left 40px account p margin 15px font size 1 2em account h1 color 235cc2 font size 1 8em account h2 font size 1 5em color 235cc2 Next we need to add those files to Woodford project Open the Woodford project and add the HTML o ffline file to this project Don t forget to zip these files In Woodfod open the account entity select the Forms and open Default form by double clicking it No w add a new Iframe to this default Contact Information Form name it Add Contact and set url to point to HTML file In our case the url is file account html Q Form Default Id h FS Save Save amp Add Close Properties Binding Add contact Objects 4 Form Add contact Map 4 Navigation Notes List h fi oF Move Up f Rename P i g g i i k 2 te nl Move Down Properties LA H Add Add Add Add Edit On Load On On IFrame Map Signatur Wall X Delete Styles Change Designer M 1 2 Field Explorer Tab IFrame Add contact Tab Map Map If you now save and publish the project and sync and update the client application you will see that the new tab has been added to account entity After clicking on this tab the account html document is displayed but contains no data yet So as a last step we must add few lines of code to account html
3. 3 Forms Display Name a Nams Type Permis Permissions Address 2 ID Address2_AddressId Primary Key RCI al V Read E Views diich E Address 2 Latitude Address2_Latitude Floating Point Number RCU IW Create ae aay hae hee eas a V Update E Fields Adgaress 2 Longitude Adaress2_Longitudce Fioating Point NumbDe LU i BPF 7 E Formatting Indexes Address 2 Name Address2_Name Single Line of Text RCU Single line 7 Competitor lt gt Product Address 2 Post Office Bo Address2_PostOfficeBox Single Line of Text RCL Connection Address 2 Shipping Mett Address2_ ngMeth RCI i Requirement Leve SS Connection Rove Address 2 State Province Address2_StateOrProvince Single Line of Text RCU None amp Contact z z 3 sd Address 2 Street 1 Address2_Line1 Single Line of Text RCU Constraints Contact lt gt Lead 250 Address 2 Street 2 Address2_Line2 Single Line of Text RCU Contact lt gt Order i FT Description ress treet A e e n O e Contract So aienak First line for entering address 2 in 2 Contract Line Address 2 Telephone Add Telephonel e Line of Te F F 4 gt oo ey ES e 4 gt 5 74 Selected 4 gt You can configure the Formatting of a field this affects the appearance of the fields in the Forms Single line field is formatted to have the appearance of a single line field in the mobile app Multiline field will have the appearance of a multiline field Email the field in the mobi
4. 4 Move Down f Properties r Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Save Close Field Image Spacer Styles Detail List IFrame Map Media Wall 2X Delete Layout Change Fields Tabs Actions Rules Properties Designer 1 1 5 Field Explorer Binding contact parentci ES General Activity List sC Side Right z Appointments List Header Icon amp Label v E Address Cases List i z P Contacts Lis Width Normal J Notes List Contacts List Height 2 hd Email Messages List Orientation Horizontal v p Contactsonaccounts l Invoices List i n Appointments List Leads List o i Notes List Opportunities List a Opportunities List Orders List Orders List Phone Calls List Quotes List Service Activities List Tasks List Then you can go to Images section There tap on Add Select a folder e g Tabs This is to define where the picture will be stored inside the project Also if you want to have the same name of the tab but different picture on different forms you can create new folders and distinguish pictures Then select the target platform you can add pictures to other platforms later on and easier this is the initial step and the desired DPI other DPI same as with platforms MonoDroid means Android and MonoTouch is iOS The name of the picture should be the same as the name of the Tab 192 RESCO MOBILE CRM WOODFORD USER GUIDE Add Image Ext Directory Tabs x Platform
5. iPad OK 3S9E0B982 5AS4 4682 8B06 A5339702 1 ESF iPad 3 Wi Fi only iPad3 1 iPhone OS 7 0 4 7 4 2 0 Mat Stanovsk 12 22 2014 10 28 5 iPad OK B696353E EE33 40C3 8054 86092C95ESS6 iPad 3 Wi Fi only iPad3 1 iPhone OS 7 0 4 7 3 0 0 Mat Stanovsk 11 5 2014 9 16 06 iPad OK 8C9A7349 0976 4FF4 8077 1A3CS0F2B0C6 iPad 3 Wi Fi only iPed3 1 iPhone OS 7 0 4 7 1 5 0 Mat Stanovsk 11 5 2014 9 11 09 3 Padi OK 854030f5333d502472 761842504b03195b62103 iPad Padi 1 iPhone OS 5 1 1 7 3 0 0 Mat Stanovsk 11 6 2014 10 26 31 ig Pads OK 35480645 5298 4EC1 9D48 CS 1AEDS62404F iPad 4 4G ad3 6 Phone OS 7 0 6 7 3 2 0 Luka Le ko 11 13 2014 5 13 36 Ef durod_VM_Win Resco local OK AwClywUAphUGAAEABAAchgEAGBsCAPB7 CQBgMA Unknown Win8 1 Model Windows 8 1 7 4 3 0 e Demo User 12 16 2014 1 19 01 urov G3 OK 32c2622defif90da LGE LG D855 lge g3 Android 4 4 2 19 KitKat 7 4 2 0 Demo User 12 16 2014 1 18 29 Note 3 OK dec8Sd92d7ce7346 samsung SM N9005 samsung hite Android 4 4 2 19 KitKat 7 3 4 0 Luk Le ko 11 26 2014 12 43 2 Resco GalaxyTab3 OK od5325795547Sdec samsung GT P5200 samsung santosi103g Android 4 2 2 17 Jelly Bean MR1 7 4 4 0 b Mat Stanovsky 12 22 2014 3 35 41 a Resco iPad3 demo OK 2F646161 6724 4014 A660 3EDDA7916759 iPad 3 Wi Fi only iPad3 1 iPhone OS 8 1 1 7 3 4 0 Mat Stanovsk 11 25 2014 4 05 10 4 Resco s iPad mini OK 7776CE93 FEEA 445E BEFF 3001402AE1E0 iPad mini Wi Fi only iPad2 5 iPhone OS 7 0 4 7 4 3 0 Dem
6. if Entityaddressi linel Contains Data Step Form addressi line Placeholdertext Assign This is optional b Step Form addressi line3 PlaceholderTtext Assign This is also optional ea 4 6 New UI Disclaimer If you want to use the New User Interface we recommend to start with importing a default project we ve created into Woodford It s available for download here This project contains preconfigured settings of views forms and images These settings ensure the New UI will behave correctly Building a New UI project consist of two parts Creating Hubs and setting up Flexible Forms simply put new way of displaying fields and associated lists 4 6 1 Hubs Hubs combine records that have something in common These can be records that represent your customers like Accounts Contacts and Leads or are a part of the sales process Leads Quotes Opportunities Orders Invoices etc In hubs you can display not only the records themselves but also associated records that help users access more information from one place Note How you decide to combine entities into hubs is up to you it all depends on how you use your CRM and what makes sense in your case The only restriction is the entities merged into one hub need to have acommon type of field that will affect the sorting of the view e g for accounts contacts and leads the common field can be the name For activities it can be the scheduled end date RESCO MO
7. 113 Project SalesApp Publish Version Ld Latest v L Publish Save All validate Publish Auditing All y Auditing aco Auditing Settings 3 Dashboard V Enable Auditing E Social Include GPS position Branding LJ Log synchronization event 5 Iv Log application state events seis IV Track GPS position changes Delay seconds 600 Distance meters 100 Images se Offline HTML Enable auditing for the following entities and operations aes Entity Create Update Delete StartEdit EndEdit Localizations da le d dEd lt Configuration pec i i LJ LJ T a i Global Maps Appointment edit crm f la g C g E Calendar cng LJ LJ LI Contact EY Events amp Reminders n H U a Flow Currency a E LJ Entities Discount List Oo m al m g Ya B 3 Account En iw LJ LJ H E Activity Invoice m f a LJ J Lead L L k E L Address a Note _ LJ m Jf Announcement E Appointment edit crm Opportunity i M Wi SA 5 Article a LJ LJ m l n A article Template ieee v E v M Price List Sj Business Unit p m H m H Product Campaign 5 L LJ H uote 7 Campaign Activity Q _ L Service Campaign Activity lt gt Sales L H H LJ l Service Activity la s l LJ m F r Campaign Response Subject fa m m fa Carensaian Calan I ikbaratiier Ta li o la b 4 11 1 Auditing on the Server Side On the server side go to Settings
8. w Capture Signature _ Capture Photo Select Photo _ Select File Fi Record Audio Fi Record Video _ view v Open External OK Cancel Example in the screenshot bellow to change the records status to In Progress the user needs to input customer s signature Configure Media Tab Name Required for Status In Progress ia Actions w Capture Signature __ Capture Photo _ Select Photo __ Select File _ Record Audio _ Record Video _ View _ Open External OK Cancel Note You can add as many Media frames tabs as you like each with different option So you can have dedicated signature tab dedicated photo picture tab record tab etc RESCO MOBILE CRM WOODFORD USER GUIDE 81 4 5 4 4 Form Rules On Load On Change On Save Form Rules is a pseudo scripting language that allows you to create conditions and steps to be performed Rules guide is available as a separate document here Mobile CRM Woodford Rules Guide You can also check our Blog post dedicated to Form Rules Webinar videos Form Rules Basics and Form Rules in Action 4 5 4 5 Edit Commands Using Edit Commands button you can manage what commands will be available for users Q Form Default mo Pi T ai EN Save amp Add Add Add Edit Close Field Imagey Spacer Styles Save Fields Properties Designer Binding 2 Gf BE CES E CH Add Add Add Add Detail List v Map Accoun
9. 7bEB0E5D2E C2D7 4D07 9F52 91A47497D549 7d EJ Close amp Actions Help Solution Resco MobileCRM Woodford Fa 8 Information Solution Resco MobileCRM Wood 3 Information Sen Configurations Ht Components gt SB Entities Be Option Sets Client Extensions x Web Resources Z Enter Google maps API key Fmi Processes gt 3 Plug in Assemblies ij Sdk Message Processing S A Service Endpoints 3 Dashboards Vv gt Reports ig Connection Roles g Article Templates fj Contract Templates g E mail Templates a Mail Merge Templates amp Security Roles B Field Security Profiles Status Existing Different more complicated way to do the same is this While on the Dynamics Server go to Settings select the Customizations under Customization section and click on Customize the System amp SA d http dev01 lukas main aspx P eX Jai Customization Microsoft X Ail Microsoft Dynamics CRM Luk Le ko Home Lukas a J p A New New Import Advanced Activity Records Data Find New Tools Settings G G Customization 9 Templates ES Product Catalog 4 System Customize the System Publishers i Administration Create modify or delete components in your Ba Create modify or delete a solution publisher Which feature would you like to work with organization Components include entities fields dea n relationships forms reports processes and others
10. 83 Form Commands Editor Required minimal Mobile CRM version 7 4 an Reset To Default Ke Save amp i On Can Close Execute Clase Commands Selected Commands Available Commands custom_Testcommand ChangeState custom_Commandtest ChangeStatus Delete EmailLink Favorite PrintReport It is also possible to connect custom command with offline HTML with Java Script and perform actions that are not available using command Rules For commands default and custom you can also define On Execute and On Can Execute commands On Can Execute rule defines when the command will be available for user In this rule you specify in what situation user can see and use the command so you can hide a command in situation when the command s action is not suitable 84 RESCO MOBILE CRM WOODFORD USER GUIDE Rules Editor Required minimal Mobile CRM version 7 4 Command Can Execute Search j Syntax version r Wf Undo X Delete F Paste f Add Step 4P Add Variable uS P n bed Latest z E Redo 7 Cop Add Condition f Add If Otherwise Save Save amp Disable Sa y Ce i Expot Import Close Syntax Check Rule Deselect Cut dh Add Say Text 4B Set GPS Position XML XML Close Steps Shared Variables 4 Branch Command Can Execute 4 7 if Command Name Equals custom _Testcommand 4 Branch Enter Description 4 7 if Entity donotemail Equals Allow Step Command IsEnabled Assign False v ba ay otherwise i
11. Branding jane honda sample com T Auditing Account Bikes John Sample Images Contacts Account Julio bikes com John sample com Gt Offline HTML Localizations Configuration iE Global Maps E Calendar Julio Martinez Leads Julio bikes com General All Platforms E Events amp Reminders Color Theme E SharePoint Process Flow 4 Entities l Account 4 Activity Address x Palette Click on Item to change Color f Announcement HA Appointment edit crm oem Ee A Setup is WYSIWYG so you can click on any sections on the preview to change its color The changes will be shown immediately on the preview Q Project Sales Publish Version Ld Latest Zaj Publish Save All Validate Publish T FA Y g Load Preset Import Export All v Theme Click on Item to change Color _ Show Platforms Required minimal Mobile CRM version 7 2 _ Show Color List Home 3 Dashboard E Social Branding Ry Auditing Images Offline HTML Localizations Configuration i Global Maps E Calendar E Events amp Reminders Color Theme E SharePoint Process Flow 4 Entities 3 Account Address J Announcement cl Appointment edit crm J First Julio Accounts Jane Honda tiome ee rom OOO ListForeground D 86 G o ikes com B 0 pig MME Palette 3 Done All Platforms Palette
12. Click on Item to change Color E T _ E If you want to see all the items the color of which you can change click on Show Color List 142 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 2 Q Project Sales i Publish Versi l j ublish Version H TE amp id Latest Za Publish Save Load Import Export All validate Publish Preset All v Theme Click on Item to change Color _ Show Platforms Show Color List a z FormBack d jHome Home List Form ormgackgroun gt gt Dashboard FormItemBackground za i ES First Julio E Social Accounts jane Honda Ea FormItemDisabled Branding jane honda sample com ormitemfroregroun Auditing J Account Bikes a FormItemLabelForeground John Sample Images Contacts Account Julio bikes com jae FormItemLink John sample com Offline HTML ListBackground Localizations Julio Martinez es ListForeoround Leads lio bik 2 Configuration ne Bee ar ListForeground i Global Maps All Platforms ss 8 3 gt E Calendar EP E B Events amp Reminders Cx 5 Color Theme A 255 E SharePoint MMM Palette 3 7 Done Process Flow Tabpackgrouna 4 Entities atl TabForeground 3 Account TabSelForeground A Activity DE TitleBackground Address TitleForeground Announcement lt Appointment edit crm Palette Click on Item to change Color E E eo Tip Co
13. Contact Currency Discount List E mail E Mail Attachment Invoice Note Opportunity Order Phone Call d 117 Selected 29 Available Or when you add the Email item on the Home section users will be able to synchronize only Emails from all enabled integrations There will be an additional synchronization button for Emails only RESCO MOBILE CRM WOODFORD USER GUIDE 153 eu Resco Woodford v8 0 0 0 2 a Required minimal Mobile CRM version 8 0 Project SalesApp Publish Version j gt Move Up Ef Rename Design 4 Version 7 10 9 Move Down X Remove Publish Save Add Add Add All validate IFrame f Properties Group Publish Home Items Design Group All v Home Available Items Home Dashboard Dashboard DashboardForm E 3 Dashboard Map Map leq Social Activity Calendar Tourplan G Branding RK Auditing z Images Calendar Activity Feeds G Offline HTML Account Chat Localizations Contact Account Configuration Lead Activity il Global Maps Opportunity Appointment E Calendar uote Case E Entity Hubs Q E Events amp Reminders Order Contact Color Theme Invoice Currency F E SharePoint Product Discount List Gs Exchange Case E mail E Google l Call Import E Mail Attachment Process Flow a entities Setup Invoice 3 Account About Lead Activity Gmail Sync Note E Address v Annoartunity E 4 gt 18 Selected 29 Available From user point of view user has to go
14. Delete 4 if Command Name Equals Delete 4 Branch When record is not owned by current user do not allow delete 4 v if Entity ownerid Does Not Equal Current User Step Command IsEnabled Assign False b 4 otherwise if v Step Command IsEnabled Assign True v a Yet another example can be when you do not want to have Signature on Note s Attachment To disable it you need to go to Note s Form and adjust the On Can Execute rule 4 Resco Woodford v8 1 2 0 o x Rules Editor Required minimal Mobile CRM version 8 1 Command Can Execute Search Syntax version g if Undo X Delete F Paste de Add Step dB Add Variable uS TG k Latest z Redo E gt Copy 0 Add Condition if Add If Otherwise Save Save amp Disable Export Import Close Syntax Check Rule i Deselect Cut dP Add Say Text P Set GPS Position XML XML Close Steps Shared Variables 4 Branch Enter Description a v if Command Name Equals DocAction CaptureInk Step Command IsEnabled Assign False v ba The tricky part can be setting the command s name It needs to be exactly DocAction Capturelnk case sensitive RESCO MOBILE CRM WOODFORD USER GUIDE 87 Bu Resco Woodford v8 1 2 0 o x Specify Condition ii Required minimal Mobile CRM version 8 1 ules dP Add Condition f Group AND Copy i i Deselect f Group OR amp Cut X Delete a Ungroup F Paste Condi
15. Ea System Jobs Ga Document Managem Auditing Solutions Developer Resources Create modify export or import a managed or View information or download files that help you unmanaged solution develop applications and extensions for Microsoft Customizations Dynamics CRM 3 Solutions Dynamics Marketplace 4 Customization j Workplace ES Sales GB Service j Resource Center Then select Web Resources and open the Global properties for Map Providers 116 RESCO MOBILE CRM WOODFORD USER GUIDE lel Save and Close Gj D3 Export Solution J Import Translations Export Translations Publish All Customizations 1 Actions Solution Default Solution Fa Web Resources Solution Default Solution 3 Information EBO Components gt TE Entities EH Option Sets r Client Extensions J Processes gt 3 Plug in Assemblies Sdk Message Processin Service Endpoints 3 Dashboards 2 Reports Connection Roles E Article Templates E Contract Templates E E mail Templates 3 Mail Merge Templates p Security Roles S Field Security Profiles BOE OE SBOE 000000005 Component Type Web Resource View Customizable New X Delete Publish Show Dependencies Sf Managed Properties More Actions E Display Name Vie Gi ri i Google Maps Loader 1 Map IFrame Mobile Audit Entity Icon 16x16 Mobile Au
16. Name Ascending 7 Ascending Descending OK Cancel R 58 RESCO MOBILE CRM WOODFORD USER GUIDE In the Edit Search we can define in which field the application will search for the character entered into the search field in the application We can also define whether search at the field s beginning end or in each full text The search uses logical operation OR Configure Search Fields Shows all records where at least one of the fields matches the searched phrase Method Display Name Fi Begins With v Address 2 City Address 2 Country Region AOOO ares Z vame Contains Ends With Note Because the search uses OR to enable more advanced search you can create a filter with a condition over a text field e g Name Title etc and as a filtered text enter filter This will be replaced in runtime by the text entered to the search field on the view Note If you have a GPS coordinates field in the entity if you enable it for the mobile project you will be able to switch the view from list to map and see the records on a map 4 4 5 Multiple Views Multiple views are useful if the mobile user needs to have access to particular data from the same entity at one place E g if the default public view is set to show all data we can create a new view that will show only a subset of the data with different fields We will create multiple views for Account entity First we create a new publi
17. Open the account html file and append these lines to the body of the document lt script gt var accountid null function onBodyLoaded Request EntityForm object to get currently edited entity RESCO MOBILE CRM WOODFORD USER GUIDE 203 MobileCRM UI EntityForm requestObject onAccountPropsChanged onError null Bind the onChange handler to get changes performed on edited entity MobileCRM UI EntityForm onChange onAccountPropsChanged true null Bind the onSave handler to perform additional validation MobileCRM UI EntityForm onSave onAccountSave true null function onAccountPropsChanged entityForm entityForm is an instance of MobileCRM UI EntityForm the account s edit form var editedEntity entityForm entity editedEntity is an instance of MobileCRM DynamicEntity representing our edited account accountid editedEntity id Remember edited account id var props editedEntity properties document getElementById account name innerText props name document getElementById address street innerText props address1 linei document getElementById address city innerText props address1 city document getElementById phone innerText props telephonei J function onAccountSave entityForm entityForm is an instance of MobileCRM UI EntityForm the account s edit form var editedEntity entityForm entity editedEntity is an instance of MobileCRM DynamicEntity rep
18. T Indexes y _ hnnut Price list EF gt 17 Selected 28 Available The next step is to go to Edit Form on the Entity whose records you want users to be able to add to the Favorites list On Edit Form click on the Edit Command button Form Opportunity opportunity Default Required minimal Mobile CRM version 8 0 d H ea t Ef Rename t Move Up Move Down T Properties A A Ala Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Savg Edit Close Field Image Spacer Styles Detail List IFrame Map Media Wall X Delete Layout Change Save Fields Tabs Actions Rules Commands Properties Designer i 1 7 Field Explorer Binding General a Accounts List innn Topic name E General Side Left A Activity List Header Icon amp Label s Opportunity Products List Appointments List i c Potential Custome customerid Width Normal Za E mail Messages List Sosa b iaidd List Notes List Currency transactioncurrencyid RE Notes List Opportunity Products List a Phone Calls List Price List pricelevel id Service Activities List Tasks List Revenue isrevenuesystemcalcula Est Revenue Rating estimatedvalue opportunityratingcode 150 RESCO MOBILE CRM WOODFORD USER GUIDE In the Form Commands Editor drag the Favorite command from Available Commands to Selected Commands column Form Commands Editor Q Commands gp Add ZE
19. gt Lead Contact lt gt Order 2 Contract i Contract Line l Canteen ot Ta mnlatn Fields Display Name Address 1 Address Type 4 d Addressi_S Search Required minimal Mobile CRM version 7 4 Business competing for the sale represented by a lead or opportunity Name Addressi_AddressTypeCode Addressi_County Addressi_Fa gt Addressi_AddressId Addressi_Latitude Addressi_Longitude Addressi_PostOfficeBox Addressi_Telephone Type Option ppingMethodCode Option Set gt et une All v Field Properties Permis Permissions RCU amp Read a Create Update Requirement Level None Options Default Value 1 Default 1 Description Type of address for address 1 suc v gt 4 74 Selected Other parameters include Mode If set to Online only the data for the entity will only be available in the app s Online Mode If set to Online amp Offline the data of course will be available for both modes Conflict Strategy this is for cases when there the server and the mobile app want to modify data at the same time Either you can set it to that the Server always wins this conflict or Device wins or it let s the user decide User Action Permissions you can set the Read Write Create and Delete permission for the whole entity Advanced Properties when the Include Lookup Labels is checked the app will no longer show related data to that entity as U
20. m f n tab full screen de ether ema unal HT e ext e er lists after eve e r ethe it f ign 4 r PN her p al cal ants in t F RESCO MOBILE CRM WOODFORD USER GUIDE 4 13 1 Configuration examples Client Customize settings does not use the Lock checkbox If you leave the Value checkbox ticked user will be able to use the Data part of the Setup and enable disable entities If you clear the Value checkbox user will not see the Data part anymore and will not be able to enable disable entities Multi Thread Sync does not use the Lock checkbox as this setting is not available on the Mobile CRM Setup By default this option is enabled but if you are experiencing synchronization problems you can turn it off Use Database Encryption does not use the Lock checkbox as this setting is not available on the Mobile CRM Setup By default the local database on the mobile device is encrypted But it can be disabled Save Signature As PNG if you enable this option and set value to true the signature files will be saved as PNG files instead of SVG that is used when value is false If you have some automatic field mapping set on the CRM server by enabling Use Entity amp Attribute Map you will enable the same functionality on Mobile CRM application Background synchronization You need to set Require Sync Login option to False and Save Password to True Automatic synchronization Please check our Blog post 4 13 2 Duplicate detectio
21. name prefix of the image for the entity on Home screen should be the logic name of the entity It can be checked in the Dynamics CRM server s Settings gt Customizations gt Customize the System gt Entities gt Entity Definition Name Solution Default Solution Microsoft Dynamics CRM Windows Internet Explorer r o E bel 2 Show Dependencies Managed Properties Help Account al Information Solution Default Solution General Primary Field a amp Entities a Entity Definition a gt Account Cj Activity Address Display Name Account Ownership lt Q Appointment Plural Name Accounts 7 Define as an activity entity i X Article m 0 e EEE et oh a Article Template Display in Activity Menus Sj Business Unit Description Business that represents a customer or potential customer The company that is billed in business transactions e Campaign Campaign Activity z Campaign Respo gl Case Areas that display this entity FF Case Resolution amp Competitor Competitor Addr Gj Connection BS Connection Role sJ Contact Communication amp Collaboration 2 Contract it Contract Line IV E Contract Template 7 Activities at Currency Connections amp Customer Relati 88 Data Map J Dialog Session Discount i Discount List Workplace Sales V Marketing Service l Settings l Resource Center Options for Entity Notes includes attachments Sending e mail
22. 1 ID Address1_AddressId Address 1 Latitude Address1_Latitude Address 1 Longitude Addressi1_Longitude Address 1 Name Address1_Name Address 1 Post Office Box Addressi_PostOfficeBe Address 1 Shipping Method Addressi_ShippingMe Address 1 Telephone 1 Address1_Telephonel Address 1 Telephone 2 Addressi_Telephone Address 1 Telephone 3 Addressi1_Telephone3 Address 1 UPS Zone Addressi_UPSZone Address 1 UTC Offset Address1_UTCOffset Y a RESCO MOBILE CRM WOODFORD USER GUIDE 79 5 Description Longitude for address 1 Select GPS coordinates Fields Name Map Latitude Longitude Address 1 Longitude v Here is the visualization of the Map Frame functionality in the app MobileCRM AGCOUnNtS t lt Account ts v n r OIS A A Dashboard Basic Bike Company PA kansa ve Quick Overview 137 Lancelot Or 10032 Proenix Indi S Ave A ras 99th Pl ana Ave Map FOP EERS ony Tweedy Biva VV View Entities on a Map linn lint rales Y 4 Bicycle Accessories and Kits A Activities 4915 Poar Or 55373 Newport Beach i c4 List of Activities l y Appointments sr g List of Appointments Bike Boutique 74 a gt y y 3 s o C le d 2265 Park Glen Court 47349 Port Orchard a 5 a s s A ma Ave alendar a eK un LiF Agenda and Calendar Bike Dealers Association 173th St S W Norton Ave a E lee 6283 San Marino Ct 80437 Bellingham Bike Experts oa 105 8 2472 Aloxander Pl
23. 4 15 Calendar You can add any activity entity to be available on the Calendar Custom activity entities are also supported For calendar you can set various constraints and different color rules You can create multiple calendars and each calendar can have different activity entities displayed and different constraints and rules applied You need to place calendars on the Home separately When you open the existing calendar Tourplan or create a new one you have various options to set 4 15 1 Views On the Views tab you select the entity views which are available in the calendar This also defines which activity entities will be available on the specific calendar You can select the default entity and the initial view that will be set each time the calendar is opened Edit Calendar Tourplan Required minimal Mobile CRM version 7 1 Views Constraints Rules Deselect All Select Public Views co E in Lii T i Initial Entity Service Activity serviceappointment Name Type Initial View a Activity a lw All Activities Public View EA My Activities Default Public View Open Activities Public View Scheduled Activities Public View a Appointment edit crm My Appointments Default Public View _ All Appointments Public View hal _ My Completed Appointments Public View a E mail lw My Received Emails Default Public View _ _ My Sent Emails Public View _ My Draft Emails Public Vie
24. 40 Address 1 Street 1 Address ZIP Postal Code Bounds 4 4 100 20 E mail Kind Map Pin X Main Phone Style ImageCellStyle v Preferred Method of Contact Constant v Binding Controls pinBlue Accou nt Name Address 1 Street 1 Address 1 Address 1 City Anchor F Controls pinBlue png Now change the Binding type to Value Tip If your option set contains labels with spaces or characters not allowed to be used in file name set binding type to Raw Value Then in later steps do not use option set s labels but value numbers Double click on the Select on the map pin item on the view and choose the Preferred Method of Contact RESCO MOBILE CRM WOODFORD USER GUIDE 175 Q View Accounts Required minimal Mobile CRM version 7 2 Up dm eRe xe kh Raa ses x iz Save Save amp Add Add Delete Buttons Select Edit Edit Edit Copy Clone Delete Close Image Map Pin ire Fields Filter Sort Search Design 5 Row Row Row Scrip Save Query Rows Designer p j 1 5 Fields Explorer Account Account Name Default Address 1 City Address 1 Street 1 Address 1 ZIP Postal Code 4 4 100 20 E mail Map Pin Main Phone ImageCellStyle v Preferred Method of Contact Controls pinBlue s Account Name Address 1 Street 1 Address 1 Address 1 City 176 Select RESCO MOBILE CRM WOODFORD USER GUIDE Select Field Dialog I7 Account re Address 2 City Address 2 Count
25. Address 2 Country Region Address rae Address 2 Street address2_linel Address 2 Street 1 Competitor Address 2 Counti address2_country Created On Modified On Name You can of course add additional tab using Add detail button and place fields there you can also delete the default or custom tabs or rename them click on the tab and then click on the rename button To add tabs that will show related associated entities list of related contacts products amp etc use the Add list button you can also drag amp drop the lists from the right to the center portion of the screen To add list of unrelated records use the same button just use the last option Unrelated Entity List and select the entity that should be used When you select a list and click on Properties or double click on the list you can define the view s that will be available for this list RESCO MOBILE CRM WOODFORD USER GUIDE 71 i Required minimal Mobile CRM version 7 4 Form Competitor competitor Default ah E Fi t EA i te t Move Up Ef Rename i Fi 9 4 Move Down T Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Close Field Image Spacer Styles Detail List IFrame Map Media wally X Delete Layout Change ave Fields Ti 5 Rules Properties Designer 1 1 5 Field Explorer Binding General A 3 Products List Many z Competitor competitorid Side Left z Notes List Header I
26. Available When all changes are done we need to publish the customization so the device will download and use it at the next synchronization To do so click Publish all Now run the app on your mobile device and tap the Sync button Make sure you log in as a user with Salesperson role the role we created the customization for A newly added Competitor entity is displayed on the home screen after the synchronization You can add or customize any other entity or custom entity the same way as described in this guide 4 8 1 Home Groups With Woodford 7 version you can now group home items Entities under custom groups similar to the MS Dynamics CMR environment where you can group entities under sections like Sales Marketing amp etc There you can place different Dashboards or Calendars for instance To add a new group just click on the Add Group button located on top right this will open a new section on the left of the home column and it will be called Groups 106 RESCO MOBILE CRM WOODFORD USER GUIDE Root as the name suggests is the main level of the home items and groups visible at the start of application To create a sub level for the groups is done by clicking on a group in the Groups section and then clicking again on the Add Group button Q Project Demo Publish Version Version 6 20 v Publish All validate Save Publish Project Home o O All jJj Groups Home a 23 Dashboard E Activity Feed
27. Business Unit a 4 b Al it Move Up Move Down Add IFrame 7 Properties tems Home fa 1 Selected Required Mobile CRM version 6 4 JiRename BZ Design a X Remove Add Group Design Group Available Items Dashboard Map Activities Calendar Call Import Setup About Activity Feeds Account Appointment Case Competitor Contact Currency Discount List E mail Invoice Lead 30 Available b To Rename or Remove the Group you have to select the Group in the Home section not in the Groups section and then you can click the respective Rename and Remove buttons in the top toolbar Groups can also have their own images just like any other entity when adding image use the same name as is the name of the Group 108 RESCO MOBILE CRM WOODFORD USER GUIDE 4 9 Social gt Project Sales Publish Version Ld Latest v Publish Save All validate Publish Activity Feeds Mobile Activity Feeds Home Enable Chat 3 Dashboard E Social Branding Enable Activity Feeds Eg Auditing Images G Offline HTML Localizations 4 Configuration i Global Maps Calendar E Events amp Reminders Process Flow 4 Entities 3 Account ii Appointment edit crm g Case Contact af Currency Discount 33 Discount List 4 9 1 Chat l LJ Required minimal Mobile CRM version 7 1 As first you need to go to enable Chat and save the changes To be able to access chat of
28. CRM email or device ema a Business Unit Campaign Use Reminders False Uses the device notifications for CRM configured en i Campaign Activity 4 Network Campaign Activity lt gt Sales L Campaign Response Auto Sync Never Setup automatic synchronization Campaign lt gt Sales Literature a Case Auto Sync Delay 0 Synchronizes every X seconds even if no local chan BY Case Resolution Max Attachment Size 1000000 The maximum size of attachments notes email att 2 Camnetitar v gt 4 gt RESCO MOBILE CRM WOODFORD USER GUIDE 141 If Show Personal Events is enabled and the value is set on True users will by default have their personal events displayed in the Mobile CRM Calendar If it s set on False personal events will not be displayed in the Mobile CRM Calendar The Lock option will lock the setting so that mobile users won t be able to change it within the app 4 17 Color Themes In Color Themes section you are able to change different colors for the app and give Mobile CRM app e g corporate branding Q Project Sales Publish V 4 ublish Version TE A ig Latest Zaj Required minimal Mobile CRM version 7 2 Publish Load Import Export All validate Preset Publish All v Theme Click on Item to change Color _ Show Platforms _ Show Color List ajHome Home List Form za Dashboard hal i P a First Julio E Social Accounts Jane Honda cae E
29. Close Steps Xml 4 Branch Enter Description 4a _ if Entity statecode Does Not Equal Open Step TemplateIndex Assign 0 Default D avy otherwise if Entity statecode Does Not Equal Open Step TemplateIndex Assign 1 Red Background v Db 4 4 7 Best practice in renaming a view Please bear in mind that view name is used as a logic name so it used all over the application If you change the name of a view it can cause issue to application Especially if you rename default view names on pre defined entities Views are used in Map Calendar in entities as public associated or lookup views So when you change the name you should re set the views on all these places So it is easier to use Localization to change the display name of a view while you keep the logical name untouched To enable this you need to keep view names without spaces or special characters underscore is ok 4 5 Form creation We have two types of Forms The Edit form and the Contact Information form The Contact information is a read only type of form for quick access to information By customizing the Edit form we allow the user to edit the field s information 68 RESCO MOBILE CRM WOODFORD USER GUIDE 4 5 1 Contact Information Form In the Contact Information form we can see the Contact Info section In the Contact Info we can set which information will be displayed in the special Info tab It is the summary of i
30. Configuration Global Maps E Calendar E Entity Hubs E Events amp Reminders Color Theme E SharePoint E Google Process Flow 4 TE Entities gt Account gt Activity _ Address g Announcement gt Appointment X Article i Article Template kimm You can also add the Gmail Sync item to the Home screen and using this item user will synchronize only Gmail emails so no need to synchronize all CRM data 152 RESCO MOBILE CRM WOODFORD USER GUIDE 7 Required minimal Mobile CRM version 7 4 Project SalesApp LL Publish Version tl Save Publish E Move Up f Rename Design Pay FEE Move Down x Remove FEF C All validate Publish Home IFrame f Properties Group Items Group ai Home Available Items Home 3 Dashboard social Branding Ry Auditing Images G Offline HTML Localizations Configuration Global Maps E Calendar E Entity Hubs E Events amp Reminders Color Theme E SharePoint Google Process Flow 4 Entities gt account gt Gf Activity Address Ei Announcement D Appointment X Article Je Article Template A A Dashboard Map Activity Calendar Account Contact Lead Opportunity Quote Order Invoice Product Case Call Import Setup About Dashboard DashboardForm Map Calendar Tourplan Favorites Activity Feeds Chat Account Activity Appointment Case
31. Design Size E mail Color 00000000 Main Phone Selected 00000000 Account Name Left 40 Address 1 Street 1 Address 1 Address 1 City Top 2 Width 195 Height 24 Kind Text X Style primary z Value v Binding name Pre PE ae 1 b Press Shift t 1 to move the selected cell by 5 PX ae eee Press Control t to RESIZE the selected cell by 1 PX Press Control Shift 1 to RESIZE the selected cell by 5 Px 4 4 3 View Style Editor It is also possible to change or add a style using the Edit Styles button on the Toolbar The editor enables you to change the default styles or adding new styles that can be then assigned to fields on views The styles are global for all fields on views so if you change a style that is assigned to multiple fields even to a view on a different entity these changes are also applied to these fields Also it does not matter on which view you open and edit the Style Editor The properties of the ImageCell is used when the Kind of the element is set to Image that are useful for this kind of item are following Folder Enter the name of the Folder under the platform folder of the Image zip where the icons for the field values that you want to represent as pictures are stored ForeColor if the icon that you will use is colorized you can change the color of the icon here FormatString if you use a non string field to be used as so
32. Down Save Save amp sai Add Delete Buttons Select Edit Edit Edit Copy Clone Delete Close Image Map Pin ers Fields Filter Sort Search Design aoe Row Row Row Script Save Cell Query Rows Properties Designer B 2 Fields Explorer Red Background z a Row Regarding Name Red Background Scheduled End Width 240 Scheduled Start Height 40 Service Activity Design Size Status Color 0000000 Status Reason Selected 0000000 Subject Cell DateLabel Left 8 End Top 2 DateLabel Status Reason Icon Width 160 IsDirty Height 24 Start Kind Text v A primary Binding es Press t to MOVE by 1 PX r_gray Press Shift t 4 to move the selected cell by 5 PX Anchor r_gray_currency Press Control t to RESIZE the selected cell by 1 PX _ Press Control Shift 4 to RESIZE the selected cell by 5 PX RESCO MOBILE CRM WOODFORD USER GUIDE 67 To define when and how different row designs will be used you need to set the Row Script rule Click on Row Script button and create the script rule under which condition different row designs will be applied Rules Editor x Required minimal Mobile CRM version 7 4 Template Selector Search Syntax version i Undo X Delete F Paste f Add Step if Add If Otherwise us TL Latest Redo gt Co Add Condition Save Save amp fs S dd k Export Import Close Syntax Check i Deselect Cut P Add Variable XML XML
33. E Redo Sp Add Condition ifs Add If Otherwise Save Save amp Disable j Export Import Close Syntax Check Rule i i Deselect Cut dp Add Say Text Set GPS Position XML XML Close Steps Shared Variables 4 Branch UpdateGPS 4 v if Command Name Equals UpdateGPS 4 Branch GPS is set 4 v if Entity addressi latitude Contains Data And Entity addressi longitude Contains Data Step Command IsEnabled Assign False jba 4 otherwise if _ Step Command IsEnabled Assign True v ba Another example is when you want to disable user from deleting a record You can disallow deleting records when you do not put Delete command on Selected commands section but what if you want them to delete commands in some situation In this case you add Delete command but hide it in specific situation In this case we will not allow user to delete records that are owned by different user 86 RESCO MOBILE CRM WOODFORD USER GUIDE Bu Resco Woodford v8 1 2 0 o x Rules Editor Required minimal Mobile CRM version 8 1 Command Can Execute Search Syntax version g Undo X Delete Paste P Add Step dP Add Variable us Ta bred Latest v 9 U Redo 3 gt Copy Add Condition lg Add If Otherwise Save Save amp Disable Ea amp i Export Import Close Syntax Check Rule i Deselect Cut dk Add Say Text 4 Set GPS Position XML XML Close Shared Variables 4 Branch
34. FetchXml Fetch JavaScript object For creating and modifying the entities there is a MobileCRM DynamicEntity object Moreover you can access the metadata localized texts platform specific services like device infom bar code scanner or location service read the application configuration including CRM server and credentials and access to the UI objects like entity form and its views 198 RESCO MOBILE CRM WOODFORD USER GUIDE 7 1 Implementing the CRM Fetch Request from JavaScript To get the entity or list of entities there is a MobileCRM FetchXml Fetch object in JavaScript Bridge Calling the execute method on this object you will obtain the list of entities specified by MobileCRM FetchXml Entity object First you must tell the MobileCRM FetchXml Fetch object which entities you are interested in To achieve this you define the MobileCRM FetchXml Entity object In constructor specify the entity name For example var entity new MobileCRM FetchxXml Entity account Note The name of the entity is lower case logical name e g account salesorder Next you may specify the attributes of the entity fields you want to obtain For this there is method called addAttribute entity addAttribute id entity addAttribute name You may want to retrieve the list of entities in specific order Sorted by the name or created date The second parameter is boolean and indicates wheter to sort entities in as
35. If an e mail field does not exist one will be created t V Mail merge Document management mi Status Existing E g If you want to only add one image to the home screen for your custom entity with name cust1 and overwrite the default image for invoices then you create a zip file with following structure 130 RESCO MOBILE CRM WOODFORD USER GUIDE MobileCrm lmages MonoTouch Home cust1 png cust1 2x png invoice png invoice 2x png To import the file you just need to go to the Woodford Images there you click on the Import button on the top toolbar and you select this zip Project blergh J Publish Version id Latest Publish Save All validate Publish Images Image Data All Images EjHome E Pad iPhone fa Dashboard HDPI XHDPI Bg Social Logo ActionBar G Branding Fa Auditing Images ge Offline HTML Q Localizations KJ KJ Configuration i Global Maps 2 Calendar SearchBar9 ActionBar T Events amp Reminders Color Theme Ey SharePoint l Q Process Flow Entities a Account 3 Forms z vions appointment Activity After the import is done you can verify the added images by searching for them in the list use the filters Directory and Folder to get a quicker access to the images or you can verify it by exporting the Images zip or by exporting the Mobile Project adding an extension zip to it and inspecting it Images zip file should be in the roo
36. MOBILE CRM WOODFORD USER GUIDE Project SalesApp Publish Version Enable Lg Version 7 10 v Disable Publish All validate Publish lI Y Save Sync Filter Entity All v Entity gt A Duplicate Detection Rule Duplicate Rule Condition bA E mail s E Mail Attachment E E mail Template Facility Equipment Display Name Name Mode Conflict Strategy Permissions Advanced Properties Required minimal Mobile CRM version 8 0 Opportunity Potential revenue generating event or sale to an account which Opportunity needs to be tracked through a sales process to completion Online amp Offline v Server Wins v V Read V Write v _ Include Lookup Labe Incremental Linked SyncFilter J Fax Fields Search All Field Properties Filter E mep z Display Name a Name Type Permissions Permissions Goal Account AccountId Lookup R a V Read Goal Metric Creat aay r Account ParentAccountId Lookup RCU rame E nvoice 5 Update E Invoice Product W Actual Close Date ActualCloseDate Date and Time RCU Lag Actual Revenue ActualValue Currency RCU a Requirement Level QY Lead Actual Revenue Base ActualValue_Base Currency R None Lead Address W Budget BudgetStatus Option Set RCU Lookup Targets 7 Lett E henner W Budget Amount BudgetAmount Currency RCU Account Account Marketing List ar q Budget Amount Base BudgetAmount_Base Currency R Description Marketing List lt gt Cont
37. N A 175 SAMODIEADDS cnr T r A E onesie hlodecs 184 541 Extennial Portal User proje trsne aa a a a 184 5 3 4 Appointments on Global Map Appointment entity does not have GPS fields 189 RESCO MOBILE CRM WOODFORD USER GUIDE 5 3 DES Ia LL AC IM CIES ccinacoeecenacecdeesstctucn a a aE 191 5 3 0 FORM temic and Name Chane GS erais aE eee 191 DS OnE CN AN CES vag vernt ec e E a eats A ec Werll accrual ieadcilth sedate talgabt anata 192 5 3 6 2 Localization Of the tab NAME sercos aria E 194 BO ACO OT ING ATMENT Giaveno a neat N E avec sutinl ots O E 195 J RESCO JaVaSCri0t Bridge ereere eA mii ied ei need ee ee 198 7 1 Implementing the CRM Fetch Request from JavaScript cecccccsssccccessececcesececeeeccesseseceeauneees 199 7 2 Creating and Modifying the CRM entities using JavaScript Bridge cccccesecccesssceeeeseeeeeeeeees 201 ve HIMIL JAVASGrIDU Bridge Sample caren iaccitecacahans E ielaadecameceeeboreaeueesteaiateuions 201 6 RESCO MOBILE CRM WOODFORD USER GUIDE 1 Introduction Resco Mobile CRM Woodford Guide explains how to customize the Resco Mobile CRM application and deploy the customizations to a mobile device The Guide will also show all the possibilities that Woodford provides including maintaining the mobile users licenses and how to administrate the security policies The second section will show the possibilities in terms of installation of Woodford and the difference between standalone
38. On the About section you can use the Update button when the update is available You can also check the version and our contact information here This only takes into account if you are using the standalone Woodford application In case you are using the integrated version you need to download a new solution file and import it On the About screen you can also see the Unique ID and Unique Name Organization Name that are needed if you will be communicating with us about mobile user licenses Disclaimer We highly recommend to create a backup of your projects before each upgrade of the Woodford both Standalone and Integrated eu Required minimal Mobile CRM version 7 4 About Administration About Mobile Projects Security E Mobile Users Localizations E Resco MobileCRM Woodford Plugins Installed Version 7 4 3 0 Maintenance Available Version 7 4 3 0 o Please before installing the new version of the Woodford make a backup of your current mobile project with the installed version Profile Logs Customer Support Email mobilecrm resco net Phone 421220902019 Microsoft Dynamics CRM Organization Unique Id 72976671 7154 e411 8f35 00155d0b0a0c Unique Name Matus Powered By Resco Net RESCO MOBILE CRM WOODFORD USER GUIDE 35 4 Creating a customization 4 1 Creating a new project We will create a new Standard User project where we will customize the Resco Mobile CRM mobile application by adding an entity crea
39. Phone Business Phone Email Fax mobilephone telephone1 emailaddress1 fax a Address 1 ZIP Postal Code Business Phone Company Name Contact Created On Email Entity Image Fax First Name gt Cell Ramen 174 RESCO MOBILE CRM WOODFORD USER GUIDE When you save the changes publish the project and synchronize the Mobile CRM app You will see Entity Images appear on the View and on the Edit Form for those records that have an Entity Image 5 3 2 Custom Map Pins It is possible to set the map pin for different records according to a field difference In your case it is an option set will demonstrate it on a field preferred method of contact on account entity want the records on the map to have different map pin according to different value on preferred method of contact First you need to go to the Account view that is used on the global map or a different one and we will make it to be used on the global map view Then click on the Add Map Pin icon on the toolbar It will add a static map pin Required minimal Mobile CRM version 7 2 View Accounts ld bey FS t KX d B Yih amp Bp up ios Edit Buttons Select Edit Edit Edit Copy Add Clone Delete Save Save amp Add Close Styles Fields Filter Sort Search Design Row Row Row Row Scrip Que Rows Properties Designer 1 1 5 Fields Explorer Default Account Row Account Name Name Default Address 1 City Height
40. Properties on the above picture Tip It is possible to create a filter directly for the specific lookup also for associated list on the form For more information see the Advanced filtering 5 2 Barcode scanner functionality Using Woodford you can enable bar code scanner functionality for lookup views and fields in forms You can set any text field s Formatting Single or Multiple line of text to barcode RESCO MOBILE CRM WOODFORD USER GUIDE 163 Project Salespp 3 dP Add Images ji da Add Offline HTML Publish Save All Project Fields all Fields Search All x Field Properties bo i Order Product Display Name a Name Permissions Organization a W Read W Default Unit DefaultUoMId eee Default Uni efaultUo Fics a Description Description Update Post Configuration Exchange Rate ExchangeRate Formatting Post Rule Configuration Ww ID ProductNumber gt ES Price List Import Sequence Number ImportSequenceNumber gt OBPrice List Item Z Is Kit IsKit Requirement Level 4 Product i System Required List Price Price 4 E3 Forms Constraints List Price Base Price_Base 100 Views gii cha rts Modified By ModifiedBy Description J Fields Modified By Delegate ModifiedonBehalfBy Se ee ee Product lt gt Sales Literature i Modified On ModifiedOn Profile Album Organization OrganizationId 9 Publisher Product Productid ay Queue Tt e hi Lp Queue Item v O 2 a b 20
41. Summary ShortDate ShortLabel Let say we want to add a primary contact field on the Account edit form and be able to choose from the contacts that belong to a specific Account only not to select it from all the contacts First we need to enable the Primary Contact field on the Account entity 158 RESCO MOBILE CRM WOODFORD USER GUIDE Project SalesSpp dP Add Images j Save a dP Add Offline HTML Publish All Project Fields a All Fields Search All ki Field Properties B Activity Feeds F Branding Fg Auditing Localizations 4 Configuration H Global Maps Calendar Entities a 3 Account Forms Views aig Charts Fields gt 4 Activity Address Announcement E Ta Appointment a Article x OO SA z shaj Display Name a Freferred Method of Contact Preferred Service Preferred Time Preferred User Price List Primary Contact Record Created On Relationship Type Send Marketing Materials Shares Outstanding Shipping Method SIC Code Status Status Reason 23 133 Selected Name PreferredContacl PreferredService PreferredAppoint PreferredSystem DefaultPriceLeve PimaryContactl OverriddenCreat Customerl ypecCo DoNotSendMM SharesOutstandi ShippingMethodt SIC StateCode StatusCode Permissions W Read Fi Create wr Update Requirement Level None Lookup Targets Contact Contact Description Unique identifier o
42. a a List of Accounts Bike Universe Assoc ate d V lew im Contacts SSS Bright Acad akira ad Bock List of Contacts List of Appomiments Bike o maniac store 1393 Toba Linda rD Leads Bikes unlimited as List of Leads Brg Margaret Ce i tte x Opportu List of Opp iiam Quotes Public View List of Qus a Le Orders IZH Canyon Road 50 Topeka List of Orders Breathtaking sports goods Invoices ere List of Invoices Brown Bicycle Company 2141 DH Mange Ct mmHg Tiii m 1275 West Sire Scars Hedmon i i Hij The Lookup View shows the list of items from the entity that should be inserted to the form RESCO MOBILE CRM WOODFORD USER GUIDE 45 Lookup Alex Litton Alice Cig Allison E Lookup View Alvin To Anders Madsen Ann Beebe Anna Bedecs Ben Miller Betty Haines Bill Malone Bob Gage Brain LaMlee Note If a custom Associated View Lookup View or Dashboard View is not created then the Public View is being used 4 4 1 Creating a Public view To create a new Competitor s public View please click Views under Competitor s entity and then New in the Main Menu named the view Competitors can select one of the 4 types of view Public Associated Lookup and Dashboard View In this case pick up the Public view and choose a Primary 2 Secondary Template We can choose any of the templates or proceed with empty one and design it our own way but please bear in mind the scr
43. about the read unread email by adjusting the Email entity View Just add the ImageUnread field to the View An image is bind to this field and when the email is not read a blue line is shown in the field User can set an email as read unread in email s edit form using commands RESCO MOBILE CRM WOODFORD USER GUIDE 157 Q View E mail email All Emails aaas exe D Y tea A Close Save Add Add Add Delete Edit Buttons Select Edit Edit Edit Image Map Pin Styles Fields Filter Sort Search Save C juery vave Ceil Wwuery Properties Designer Default v Row Name Default Width 240 Height 40 Design Size eee 00000000 __ Selected 00000000 Cell Left 1 Top 0 subject Width 10 rom Height 40 Kind Image v Style ImageCellStyle v Value v Binding ImageUnread Anchor Press t 1 to MOVE by 1 PX Press Shift t 4 to move the selected cell by 5 PX Press Control t to RESIZE the selected cell by 1 PX Press Control Shift t 1 to RESIZE the selected cell by 5 PX 5 Advanced Topic 5 1 Filtered Lookup Copy Add Design Row Created On Required minimal Mobile CRM version 7 4 PA X Up Clone Delete Row Row P Down Row Script Rows B 1 5 Fields Explorer Activity Status Created On Due Date E mail Message From Owner Regarding Start Date Status Reason Subject DateLabel End Icon IsDirty Start SubjectRead SubjectUnread ImageUnread IsRead
44. all record you are following place Chat on the Home If you want to be able to use Chat to comment on records you need to place the Chat Wall on the entity form Q Form Default hd ky 2 id S tf o A Save Save amp Add Add Edit Add Close Field Image Spacer Styles Detail Fields Properties Designer Binding Add Add Add List IFrame Map te Add Media al ca General Wall ES Address f Notes List Required minimal Mobile CRM version 7 1 Fe Fa if On Load On On Save Edit Change Rules 1 Field Explorer Activity List Appointments List Cases List Contacts List E mail Messages List Follows List Invoices List Leads List Notes List Opportunities List Orders List Phone Calls List Quotes List Service Activities List Tasks List Note Chat works only when Internet connection is available Chat uses Push Notifications to notify about new message when Mobile CRM application is not running RESCO MOBILE CRM WOODFORD USER GUIDE 109 4 9 2 Activity Feeds 4 9 2 1 Prerequisites In order to be able to enable the Activity Feeds on the Mobile CRM you need to make sure you have a working Activity Feeds Solution on your Dynamics CRM server If not you can follow this How to install Microsoft Dynamics CRM Activity Feeds guide on how to add and configure Activity Feeds on your Dynamics CRM server 4 9 2 2 Setting up Activity Feeds using Woodford As first you
45. and Close ia as Show Dependencies Field F Address 1 Longitude of Account General SF Managed Properties Help Working on solution Default Solution 4 Common Information Schema Display Name Name Field Security Auditing Description Type Type Precision Minimum Value Maximum Value IME Mode Address 1 Longitude Requirement Level address1_longitude Searchable Yes Enable Disable Enable O Disable A This field will not be audited until you enable auditing on the entity No Constraint Longitude for address 1 For information about how to interact with entities and fields programmatically see the Microsoft Dynamics CRM SDK Floating Point Number 5 180 00000 480 00000 disabled To add it to the form click on the Form under Objects and select Add Map Project SalesApp Q Publish All dh Add Images dh Add Offline HTML Save Project Fields E Article Template J Business Unit Campaign A Campaign Activity Campaign Activity lt gt Sales Liter i Campaign Response Campaign lt gt Sales Literature C gt gl Case E Case Resolution a i Competitor lt 3 Forms Views aig Charts Fields Competitor gt Product Sh Connection A Connection Role Display Name Name Address 1 Address Type Address1_AddressTyp Address 1 County Address1_County Address 1 Fax Address1_Fax Address
46. and command icons in the section titled Images The list shows all the available image items with its dpi variants for each platform You can narrow down the list by using the Platforms and Directories filters For an easier orientation you can disable those platforms that you are not interested in don t want to change the icons of Project Marketing Zuzana Publish Version l ia Latest oP Publish Save Add All validate Publish Images Image Home E i Dashboard E Social E Branding Tg Auditing Images Offline HTML Localizations Configuration if Global Maps mA calendar B Events amp Reminders Color Theme leg SharePoint Process Flow a Entities 4 Po 2 Import Data u iPad iPhone HOFI Logo ActionBar SearchBar9 ActionBar Q Directories iPad iPhone Android i Windows Phone Windows RT Windows Windows Mobile Q Or you can disable directories sections that you don t want to be shown Required minimal Mobile CRM version 7 2 LDPI RESCO MOBILE CRM WOODFORD USER GUIDE 121 ml Project Marketing Zuzana Publish Version Latest gt wp amp Required minimal Mobile CRM version 7 2 Publish Save Add Import Export All Validate Publish Images Image Data All Images Platforms a oa W ActionBar gj Home iPad iPhone Vj Activity a
47. and duplicaterulecondition These entities physically contain the duplicate detection rules They are originally stored on the server server rules but once enabled the synchronization will copy the rules to the local database creating thus local rules Note Make sure that the SyncFilter does not exclude rules that are needed for the duplicate detection Also please do not disable these entities in Woodford 4 14 Global Maps In Global Maps you can create items which show selected entity records on the map on the Home section You can edit the default Map or create a new one On global map editor you can add any entity You also need to specify entity View which will be used This view need to have GPS fields enable Either entity fields or GPS fields from the parent record Regarding Please check this example If you enable Is Initial checkbox that view will be enabled by default on the Map Edit Map Map Reguired minimal Mobile CRM version 7 1 Map i X Delete w Save amp New Close Map Entity Name View Name Is Initial Account ki Accounts Contact Default Lead Zal Default Account Default ONNE To be able to show records from this entity on the Global Map on the Home section these records need to have GPS coordinates entered as latitude and longitude fields To learn more please check the prerequisites 134 RESCO MOBILE CRM WOODFORD USER GUIDE
48. and imported solution The third section describes the administration possibilities How project administration works maintaining security policies administrate licenses and other Woodford s possibilities The fourth section shows how to create a project and what are the customizations available using Woodford The fifth section shows some examples of advanced functionalities and answers for some frequently asked questions Sixth and Seventh sections describe and show how to work with offline HTML files and how to implement Java Script to these HTML files 2 Before we start the customization 2 1 Prerequisites e Resco Mobile CRM Woodford available at http www resco net mobilecrm woodford html e Resco Mobile CRM App which minimum version is indicated on the right upper corner of Woodford s window available for each of the supported platforms on Resco web http www resco net mobilecrm app aspx Note Minimum Resco Mobile CRM version required for customization is indicated on the right upper corner of Woodford s window e The user that is logging in to synchronize with the server needs to have administrator rights RESCO MOBILE CRM WOODFORD USER GUIDE 7 2 2 Download or Install Za Resco MobileCRM Woodford v7 4 3 0 Microsoft Dynamics CRM 2011 2013 amp 2015 Integration Download for 2011 To integrate the MobileCRM Woodford application to the Microsoft Dynamics CRM environment please download the solution
49. be visualized in a grid in the right part of the geocoding screen The grid then also gives you the ability to change the information in the fields if to make corrections to addresses and etc Find position button starts the geocoding process records need to be selected Find address button finds updates address if only the GPS data is available for the record 3 5 3 Usage After you have fetched the data you can filter it by 5 categories Select Entity Entities account x Show v From In select value Select Deselect All Invert Selection Select fields w Select Street City State Country PostalCode Latitude Longitude Detail address1 linei LI ly 5009 Orange Street Renton T U S 20175 31 43491 99 30647 i __ Set additional street fields L Changed 100 Red Oak Lane Dallas TX U S 20313 32 75572 96 80871 i City addressi_city _ Failed omponents 4405 Balboa Court Santa Cruz TX U S 95486 27 41412 98 26616 i State E Affordable Sports Equipment 7995 Edwards Ave Lynnwood TN U S 58299 35 843 86 34305 i address1_stateorprovince T All Cycle Shop 9068 Muir Road Los Angeles KA U S 20593 39 44326 98 95734 i Postal code _ Amazing sports store 3397 Rancho View Drive Redmond WA U S 90000 47 67858 122 13158 i address1_postalcode v l Country _ Amuzing bikes 9906 Oak Grove Road Redmond WA U S 80803 47 67858 122 13158 i address1_country Another B
50. can see the fields that are used in the Mobile CRM application UI You can also scroll down the list of controls and view strings per controls Using the Add button in the Toolbar you can add a new string Using the Import Export button you can Import Export the localization file and use it for from another server or Organization When the localization on the Organization level is done open the project where you want to add the localization click on Localizations and the list of available languages is displayed Here you can disable or enable or delete the selected localizations using the Activate Deactivate and Delete toolbar buttons RESCO MOBILE CRM WOODFORD USER GUIDE 23 v Language French France f Edit Project f Edit Organization ap Add TG uS f f 4e 4 Restore Project ai Restore Organization A Delete Save Import Export Localization Data All Search Entities Id a Project Organization Standard App UI About About propos About propos Customized App UI About Subtitle account account s account accountid account accountnumber account addressi_city account address1_country account address1_latitude account addressi_linel account addressi_line2 account addressi_line3 account addressi_longitude account address1_postalcode account addressi_stateorprovince account address2_latitude account address2_longitude account Chart Accounts sercuntorostedan Infos sur l application Infos s
51. case it s the text HAARRGGBB AA alpha transparency RR red channel GG green channel BB blue channel Format String You can format the way how the field data are represented E g you can enter a format string in the way Personal 0 where Personal is a static text and the field data are entered where the element 0 is HorizontalAlignment Near aligns the text to the left side of the cell Far aligns text to the right side of the cell and Center aligns the text to middle of the cell RESCO MOBILE CRM WOODFORD USER GUIDE 55 Name Name of the style VerticalAlignment Near aligns the text to the upper side of the cell Far aligns the text to the bottom of the cell Center aligns the text to the middle of the cell Q Styles Application Global Style Manager Required minimal Mobile CRM version 7 4 al Save Save amp Close f Properties Close 4 ImageCell ImageCellStyle ListEntityImage ListNoteImage New Style 4 TextCell r_currency 4 black black_bold dP Add X Delete Style AutoHeight BackColor FontSize FontWeight ForeColor FormatString HorizontalAlignment Name VerticalAlignment False 00FFFFFF 12 Regular Z FF000000 Near z primary Near v black_auto gt gray gt large 4 4 4 Additional View Configuration In each view we can also define Buttons Edit filter Edit Sort and Edit Se
52. enter data there the placeholder text is cleared There are two options how to enter such text One is a static one using Localization and the other is both static or dynamic where you set placeholder text using edit form Rules Localization approach Go to project s level or organization level localization and add a new localization string As ld please enter the entity name field name and empty in form entity_name field_name empty RESCO MOBILE CRM WOODFORD USER GUIDE 93 Add String Ex Id account addressi_city empty String Please enter Account s City here Add Cancel Edit form Rules approach Using edit form Rules you can set a placeholder text as static or change it dynamically In this example in OnChange rule the placeholder text for address1_line1 is static and when user enters data to the address1 _line1 the placeholder text for address1_line2 and address1_line3 shows up 94 RESCO MOBILE CRM WOODFORD USER GUIDE Rules Editor Required minimal Mobile CRM version 8 0 Rule OnChange Search Syntax version Fe EY Undo X Delete Paste f Add Step dh Add Variable Latest Save Save amp Disable in i Close oe Syntax Check Rule i Deselect Cut dP Add Say Text SP Set GPS Position fi Redo Ezy Copy p Add Condition if Add IF Otherwise Close Steps b Shared Vanables Step Form addressi linel PlaceholderText Assign Enter street here ba Branch Possibilities a
53. from all enabled integrations There will be an additional synchronization button for Emails only 156 RESCO MOBILE CRM WOODFORD USER GUIDE Du Resco Woodford v8 0 0 0 2 a Required minimal Mobile CRM version 8 0 Project SalesApp Publish Version j E 5 Move Up Ef Rename Design i Version 7 10 v 1 Move Down X Remove Publish Save Add Add Add All validate IFrame f Properties Group Publish Home Items Design roup All v Home Available Items Home Dashboard Dashboard DashboardForm E 3 Dashboard Map Map EJ Social Activity Calendar Tourplan G Branding Eg Auditing j Images Calendar Activity Feeds oe Offline HTML Account Chat Localizations Contact Account lt Configuration Lead Activity ii Global Maps Opportunity Appointment E Calendar uote Case E Entity Hubs Q E Events amp Reminders Order Contact Color Theme Invoice Currency F E SharePoint Product Discount List gs Exchange Case E mail Google l Call Import E Mail Attachment Process Flow a A ren Setup Invoice 3 Account About Lead L Activity Gmail Sync Note E Address v Annoartunity E 4 gt 18 Selected 29 Available From user point of view user has to go to Mobile CRM app s Setup and use the Exchange option Then he needs to enter his Exchange Email address password and if the auto discovery will not work also the URL of the Exchange server and User Name with Domain if needed It is also possible to make user know
54. id and entity properties Id is the id of the referenced entity Entity contains the entity name the type of the referenced entity entity properties primarycontact entityName contact id primaryContactId You can modify and set new properties of the entity If you are done call the save method of the MobileCRM DynamicEntity object entity save function err if err null DisplayError err else this id contains the ID of the newly created entity TestEntityID value this id 1 this properties contains the previously specified properties plus other properties with their default val ues var props this properties DisplayResults props null 7 3 HTML JavaScript Bridge Sample In this section we provide you with a sample that will demonstrate and sumarize all the features of JavaScript Bridge and Woodford offline HTML files support In this sample we create the HTML form for adding a new contact to existing account entity The best thing to start with is creating the HTML file This file will contain basic info about entity and an HTML form for adding new contact The source code looks like this lt html gt lt head gt lt Activate IE9 document mode if available gt lt meta http equiv X UA Compatible content IE edge gt lt Defined iOS viewport gt lt meta name Vviewport content initial scale 1 minimum scale 1 maximum scale 1 user scalable false gt lt link rel st
55. images represent please check this Blog Post You can also check the example in Blog Post about the List and Form images Woodford setup 5 3 1 1 Available for CRM 2011 and 2013 5 3 1 1 1 List View picture from Note You can add pictures that are saved as Note attachments to a View and or on an Edit Form This way you can show e g a contact s photo or product pictures on Views or Edit Forms For showing pictures on a View while you are on a view e g a Public View for entity Accounts use the Add Image Option and select ListNotelmage This will add a picture item on the view designer RESCO MOBILE CRM WOODFORD USER GUIDE 165 View Default Save Save amp Add Close cove Properties Default z Row Name Default Height 40 Cell Bounds 2 2 36 36 Kind Image v Style ListNoteImage Anchor XK d B Delete Edit Buttons Styles Account Name img p Addres 1 Street 1 Select Edit Edit Fields Filter Sort Query Address 1 Address 1 City A r it Up gt i Down Clone Delete Row Row Row Script Rows 1 5 Fields Explorer Account Address 1 City Address 1 Street 1 Address 1 ZIP Postal Code Email Account Name Main Phone Now you need to adjust the size of other fields otherwise they will be overlaid by the picture By default the Note where the View picture should be attached needs to have subject name exactly ListImage This can be changed In the View S
56. need to enable Activity Feeds and save the changes Then if you want to access all the news you need to place the Activity Feeds to the Home You can also add the Wall to the entity s Edit form so you can see all the News assigned to the currently opened record To do so open the Edit or Contact Information Form of e g the Account entity and click on the Add Wall icon on the toolbar in case of the Contact Information Form click on Form prior to the last step Save the changes and don t forget to publish the changes Required minimal Mobile CRM version 7 1 Form Default dh da t3 4 ti oP Move Up f Rename g F ll Zs d E3 Ez o WA w A ea led 3 Move Down Properties Save Save amp Add Add Add Edit Add Add Add Add Add On Load On On Save Edit Close Field Image Spacer Styles Detail List IFrame Map Media X Delete Change Fields r Activity Feeds Properties Designer j 1 Field Explorer Binding ES General Activity List Ey wall Appointments List ES Address Cases List Z Notes List Contacts List E mail Messages List Follows List Invoices List Leads List Notes List Opportunities List Orders List Phone Calls List Quotes List Service Activities List Tasks List Note Activity Feeds only work in Online Mode 4 10 Branding In the Branding section of the project you can set custom information about the application You can change the name of the Manufacturer the Title of the app
57. need to specify the structure of the entities and its views according to the data that will be displayed in the hub 4 6 1 1 How to create a hub 1 Add Group You can have one or more groups in a Hub The purpose of the group is to have entities of a similar type together It allows user to filter Group sections under the in Hub s view easier 2 Add Merged Here you specify a section which will combine views and display resulting records Only records from one merged section can be displayed at once 3 Add View add the views to be used for the selected Merged section 96 RESCO MOBILE CRM WOODFORD USER GUIDE Accounts with big opportunities z Account Name z OK Cancel 4 6 1 2 Drill down In Drill down you specify the associated or parent views that will be displayed when user expands the record in the view as in the example of Accounts and Contacts described above In this case we are adding list of related opportunities to an account If you set a view that has a filter this filter will be applied and only opportunities that fit the view filter will be shown for example show only opportunities where estimated revenue is higher than 10 000 RESCO MOBILE CRM WOODFORD USER GUIDE 97 58 Account Main Opportunity gt Opportunity Y 4 6 2 Flexible forms The flexible form is a replacement of tabs Now you can put record s fields associated views and other items into one screen so the us
58. option in Settings He can receive the state Enabled or Pending You can also add a user before he attempts to log in using the Add button You can also Enable the disabled or pending user Disable the Enabled or pending user or Delete a user Required minimal Mobile CRM version 7 4 Mobile Users 2 E qP a9 s9 gt ES Total licenses 50 Add Enable Disable Delete Export Update Available licenses 44 Licenses Licenses Expires On 11 20 2015 Administration Mobile Users Enabled Refresh Mobile Projects Full Name All Unit State v Created On Modified On Security Demo User Enabled Enabled 12 3 2012 5 22 37 PM 12 3 2012 5 22 37 PM Disabled Mobile Users John Doe Enabled 4 10 2013 12 17 28 PM 4 10 2013 12 17 28 PM iri Pending ai iE Woodford Wood Enabled 4 10 2013 12 17 39 PM 4 10 2013 12 17 39 PM Geocoding Plugins Maintenance Settings Profile Logs About Note The Mobile Users section is not available during the trial period During this period the customizations can be used for as many users as desired 3 4 Localizations Using this option you can add a language mutation of the Mobile CRM application this means you can change various display names in the app change name of entities tabs in forms and other UI elements To add a localization on the Organization level go to Localizations section in the Administration section of Woodford Click on the New Button on the toolbar From the opened window select the tar
59. the field on the authentication entity where the password is stored Customerld field is the field that points to the parent entity record using which you can then filter records that users see e Customer Lookup Field is the specific field that contains the name of the parent record This is a part of the authentication and needs to be filled in Then you can limit the records a user will see using sync and view filters e Registration method means the way users get registered their records get created in the Authentication entity Then you can customize the project to define what these external users can see and edit Add Mobile Project Type External Portal User Server Alias External CRM External URL http 192 168 11 73 lukas CRM User RESCO Lukas Lesko Password Authentication Entity Contact contact v User Name Field E mail emailaddress1 v Password Field password new_password v Password Format Plain Customerld Field Parent Customer parentcustomerid x Customer Lookup Field Account account Account Name name v Registration Method Direct v Edit Registration Form OK Cancel RESCO MOBILE CRM WOODFORD USER GUIDE 185 Registration Method None Direct Web Service Email Under Registration Method option you can change the way a new external user is created None You need to create th
60. to Mobile CRM app s Setup and use the Google option Then he needs to sign in using his Google Gmail credentials and allow Mobile CRM app to access his Gmail data and synchronize It is also possible to make user know about the read unread email by adjusting the Email entity View Just add the ImageUnread field to the View An image is bind to this field and when the email is not read a blue line is shown in the field User can set an email as read unread in email s edit form using commands 154 RESCO MOBILE CRM WOODFORD USER GUIDE Q View E mail email All Emails d US Save Save amp Add Add Close H XxX 24 B Y td Q Add Delete Edit Buttons Select Edit Edit Edit Image Y Map Pin Styles Fields Filter Sort Search Properties Designer Default v Row Name Default Width 240 Height 40 Design Size Color 00000000 Selected 00000000 ell Left 1 Top 0 ubject Width 10 rom Height 40 Kind Image v Style ImageCellStyle v Value z Binding ImageUnread Anchor Press t 1 to MOVE by 1 PX Press Shift t 4 to move the selected cell by 5 PX Press Control t 1 to RESIZE the selected cell by 1 PX Press Control Shift t 1 to RESIZE the selected cell by 5 PX 4 21 2 Exchange email Enabling Exchange integration in the project to allow users to link their Exchange account to Mobile CRM application and to see their Exhcange emails in mobile CRM in E
61. to set the form s associated lists properties For more information please check the Form section associated list setup 4 7 Dashboard Dashboard views enable you to access the most needed information from various entities in one place You can add Charts Views and Iframes there You can also create more dashboards and place them on the Home separately In order to add a Chart to the Dashboard view first you need to create import the specific Chart for the desired entity that will be used on the Dashboard View 4 7 1 Charts Charts can be used in two cases You can add a chart to a Dashboard where you can add the desired chart s or you can flip the list view into a chart view In case of the Chart view if you have more charts you can switch between them just like in case of multiple views You can create more Charts for one entity or you can import a chart that already exists on the CRM RESCO MOBILE CRM WOODFORD USER GUIDE 101 Select the desired item from the Legend Entries field in our case the Total Amount and the desired aggregation function Sum The available functions will differ according to the item s type The next item is the color set for the selected legend entry and you can also set the limit for records shown in the chart Mobile CRM supports multi series chart so you can add a new legend entry clicking on the Add a series option Then select the Horizontal Axis Label e g Customer and ch
62. v Style ListEntityImager Anchor xX e S EF Edit Buttons Select Edit Styles Fields Filter Full Name Mobile Phone Edit Sort Edit Search AEE Copy Add Design Row m Email m Up i Down Clone Delete Row Row Row Script Rows 1 6 Fields Explorer Contact Email Full Name Mobile Phone To preserve the default functionality we do not recommend editing the ListEntitylmage style Save the changes and publish the customization or proceed to setting up Edit Form entity image 5 3 1 2 2 Entity image on Contact Information Form Once you enable the Entity Image field the default image set for the record will be automatically displayed on the Contact Information Form No need to perform any further steps 5 3 1 2 3 Entity Image on Edit form To have the Entity Image on an Edit Form open a form click on the Add Image and select the FormEntitylmage RESCO MOBILE CRM WOODFORD USER GUIDE 173 Q T ieni esi d i ts 3 B t tjere BAA lz l P aK p Move Down f Properties Save Save amp Add Add Edit Add Add Add Add Add Add On Load On On Save Edit Close Field Spacer Styles Detail List IFrame Map Media wally X Delete Change Comn Save FormEntityImage Tabs Actions Rules Comma FormNoteImage ey Properties B 1 6 Field Explorer Binding image1 z 2 7 f Address 1 City E image1 imaget General Style FormEntityImage
63. version 7 4 Please before installing the new version of the Woodford make a backup of your current mobile project with the installed version When you download the solution file go to your CRM server Settings gt Solutions and hit the Import button Solutions All Solutions d x HE 3 le at More Actions Then choose the downloaded Woodford solution file to be imported Then follow instructions 8 RESCO MOBILE CRM WOODFORD USER GUIDE Select Solution Package Help Select the compressed zip or cab file that contains the solution you want to import and click Next CAUsers Matus Stancvsky RESCO Downloads woodford 7 4 3 0 managedzip Browse 100 Do not forget to publish all customizations Solutions All Solutions x ies i ES a More Actions Woodford is then available from the CRM Settings under MobileCRM section RESCO MOBILE CRM WOODFORD USER GUIDE 9 Settings fat Lee 2 DUMNE ea Business Management A Which feature would you like to work with i Templates z MobileCRM Woodford Customization and administration of Resco MobileCRM application MobileCRM Ec Product Catalog 4 System Administration ie Data Management Fa System Jobs Ei Document Manageme k Auditing 4 Customization Eg Customizations ar solutions E Dynamics Marketplace 4 MobileCRM ika Woodford li Auditing 2 2 2 Updating Woodford Imported Solution If new version is available you will get a prompt about updating
64. will enable changing the item s owner on the client according to the server change 30 RESCO MOBILE CRM WOODFORD USER GUIDE jeu g Required minimal Mobile CRM version 7 4 gj N N Relationships Delete Owner Mobile Projects v Account Security Mobile Users Localizations Address Business Unit Campaign Campaign Activity Maintenance Settings Campaign Response Profile Logs About Case Case Resolution Chat Comment Chat Post Chat Topic Chat User Connection Contact Contract Contract Line CustomEntity Customer Relationship TOO oo eo oO ojo e a Discount For things to work properly you might also need to enable the User entity as in the screenshot below Required minimal Mobile CRM version 7 4 Project My first test D Publish Version Enable disable lol J Publish Save Sync All validate Filter Publish Entity Sales Attachment i user o O O Person with access to the Microsoft CRM system E Sales Literature Systemuser o SystemUser _ jand who owns objects in the Microsoft CRM Sales Literature lt gt Competitor Scheduling Group Conflict Strategy Security Role Permissions vV Read V Write V Create v Delete gt Bservice Advanced Properties Include Lookup Labels gt E Service Activity Fields search i Permis P SharePoint Site Display Name Name g i i Access Mode AccessMode Option Set vs Read gt Subject 3 Task Address 1 Address Type Addressi1_Ad
65. 1 City Height 40 Address 1 Street 1 Cell Address 1 ZIP Postal Code Bounds 4 4 100 20 E mail Kind Map Pin Main Phone Style ImageCellStyle Preferred Method of Contact ImageCellStyle ListEntityImage Binding Account Name Address 1 Street 1 Address 1 Address 1 City e Preferred Method of Contact Now go to Images section Click on the Directories then on New Directory Here we will create the directory with exact name as we entered to the style and hit Create 180 RESCO MOBILE CRM WOODFORD USER GUIDE Create New Image Directory Parent Name Map_Pins Create Cancel Now for better orientation you can uncheck all the directories except the newly created one and hit Add Here you need to set the Directory to the one you created Map _ Pins the platform of the deisred devices you can add image for other platforms later MonoDroid is Android and MonoTouch is iOS Then set the desired resolution and the Name The Name is the name of the preferred method of contact field s value In my case it is Any Mail Phone etc By clicking on the no image image icon you can add image that will be used as a map pin for account with that value RESCO MOBILE CRM WOODFORD USER GUIDE 181 Add Image Directory Map_Pins Platform MonoDroid DPI HDPI Name Mail Colorize When you click Add you will see the whole line for this value where you can add other resolutions and pl
66. 11 and CRM 2013 you only need to remove the Woodford solution file Disclaimer All projects will be removed Make backup using the export functionality In order to uninstall the Woodford application or solution file each entity enabled in Plugins N N Relations Delete Owner has to be deactivated in the plugin 2 2 4 Install of the Standalone Woodford Choose the Install option if you use Microsoft Dynamics CRM 4 0 or if do not wish to integrate Woodford with your Dynamics CRM 2011 or CRM 2013 f Do you want to install this application Mame Resco Mobile RAM Woodford IZ a Site http www resco net Publisher RESCO spol s ro More options Install This application can potentially access your personal data and harm your computer Only install applications from sites you trust More Information 2 2 5 Updating Woodford Standalone Application When a new version is available you will be prompted to update Woodford You can choose Update wait until Woodford is updated and start it again Or you can update later from Woodford s About section Disclaimer We highly recommend to create a backup of your projects before each upgrade of the Woodford both Standalone and Integrated 2 2 6 Uninstall the stand alone Woodford application In Dynamics CRM 2011 and CRM 2013 you only need to right click the app and select Remove this application Then you can remove the Woodford solution file imported at the
67. 2015 10 33 24 EB support Resco local OK AwB48QgADUFAMMBBQC RwUAPSY GAAEABADy GwQAsC4EAEQ4BADOvQEArMECAExrCQBych Unknown Win8 1 Model Windows 8 1 7 3 4 0 l w Mat Stanovsk 12 6 2014 12 44 49 When you delete a device using the Delete button on the toolbar at the next device s synchronization with the server the device is assigned to Default policy When you delete a Security Policy you need to assign devices to a different policy You cannot delete Security Policy if there are device assigned to it Export button exports the list of devices to a csv file 3 2 1 Security Policy Security Policy is a set of properties that are applied to all devices for which the policy is set RESCO MOBILE CRM WOODFORD USER GUIDE 17 Security Policy ES Name Default Application Session _ Require Login after X minutes of inactivity Check Security Policy At Application Login _ Every X hours Lock Application _ Lock Application _ If no server contact after X hours _ During non business hours _ Invalid password X times Wipe Application _ Wipe Application x If no server contact after X hours 120 _ Invalid password X times OK Cancel The Security Policy properties are in groups Application Session Require Login after X minutes of inactivity After defined time in minutes the Mobile CRM application asks for the password to continue using it Check Security Policy At Application Log
68. 4 19 Business Process Flow CRM 2013 and later In Process Flow section of the project you can enable the use of Business Process Flow on Mobile CRM application First step is to enable Enable Business Process Flow on Mobile Device option Then you will see a list of all Business Process Flows available on the CRM RESCO MOBILE CRM WOODFORD USER GUIDE 147 a Required minimal Mobile CRM version 7 2 Project Business process enabled Evaluation expires on 21 augusta 2014 x Publish Version Validate Process L y x 4 Latest 7 Validate All Processes Publish Save All Validate Enable Process Fields Publish Process Business Process Flow All Business Process Flows Fr T i jHome Enable Business Process Flow on Mobile Devices Bal Dashboard i Name Primary Entity Logical Name Report E Social Branding Lead to Opportunity Sales Process Lead lead E Auditing Images gf Offline HTML Opportunity Sales Process Opportunity opportunity miaj Phone to Case Process Case incident Localizations Configuration HE Global Maps f Calendar E Events amp Reminders Color Theme E SharePoint Q Process Flow TA Entities E Account Activity Address Announcem ent B Appointment 4 Article PY n 4 b Then select those Business Process Flows which you want to use on Mobile CRM application Now you need to validate processes that will be used You can either us
69. 42 Selected Then you need to enable this field for the lookup view or the default view that is used for the lookups using Select Fields on the View Toolbar Fields that have been formated to Barcode format when put into a form will have an action button which will start the scanning process 164 RESCO MOBILE CRM WOODFORD USER GUIDE Select Fields Product b w Created On w Currency w Current Cost wr Decmals Supported w Default Price List w Default Unit w ID w Is Kit w List Price W Modified On w Product w Product Name w Product Type Fi Quantity On Hand W Standard Cost Fa Status w Status Reason w Stock Item W Subject w Unit Group s Currenew Currency F OK Cancel Then when the lookup is called choosing the lookup field from the Edit Form that brings the Lookup view you will notice a bar code scanner icon next to the Search When you choose this icon the camera starts and when you focus it on the bar code or QR code it recognizes the value and compares the value with the field set to bar code formatting If the value is found the record is selected Note Please note that the screenshots only refer to the steps you need to make the field that needs to be formatted and enabled should be the one that is used for actual bar code scanning 5 3 Examples of advanced options 5 3 1 List and Form Images Tip To learn more about what List and Form
70. 9906 Oak Grove Road 2313 B Southampton Rd 2137 Birchwood Dr 137 Lancelot Dr 3421 Gehringer Drive 4915 Pear Dr Los Angeles Redmond Redmond Missoula Redmond Phoenix Daly City Newport Beach U S U S U S U S U S U S U S U S U S 20593 90000 80803 58047 78214 10032 57457 56373 43935 39 44326 47 67858 47 67858 31 43491 47 67858 38 56117 39 9198 33 73999 42 12551 98 95734 122 13158 122 13158 99 30647 122 13158 121 7509 86 2818 117 90646 71 49862 Big Time Bike Store 4650 Franklin Canyon Road Lebanon a Bing Map Key Bike Boutique 2265 Park Glen Court Port Orchard U S 47349 35 74355 79 10212 Bike Dealers Association 6283 San Marino Ct Bellingham U S 80437 48 75235 122 47122 2472 Alexander Place West Covina U S 95626 Bike Experts 33 88289 118 04507 Bike Products and Accessories 9830 May Way Mill Valley U S 20313 37 97414 122 28216 Bike Universe 56789 Bright Road Round Rock U S 98928 36 10038 84 00056 Bike o maniac store 1398 Yorba Linda Seattle U S 85058 47 60356 122 32944 Bikes unlimited 8290 Margaret Ct Seattle U S 89764 47 86952 122 69112 Black Sports Goods 825 Coral Way Miami U S 33155 25 74924 80 27207 Blue Bicycle Company 1286 Cincerto Circle Lake Oswego U S 53502 45 4549 122 86282
71. Activity lt gt Sales L 4 Campaign Response Campaign lt gt Sales Literature ge First Julio Accounts Tna Panda Last Martinez jane honda sample com Account Bikes John Sample Contacts Account Julio bikes com John sample com Julio Martinez Leads Julio bikes com General Notes All Platforms Home ust Form ip First Julio Accounts Jane Honda Last Martinez jane honda sample com Account Bikes en eTe lohn Sample Account Julio bikes com John sample com Julio Martinez Leads Julio bikes com General Notes Customize ios Home list Form y First Julio Accounts Jane Honda Last Martinez jane honda sample com Account Bikes Contacts John Sample Account Julio bikes com John sample com Palette Click on Item to change Color B OET EME T _ E _ Show Color List E On the bottom you can find the Palette list of colors that are used in the current theme By changing the palette color all items that use this palette color will be changed accordingly 144 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 2 Project Sales Publish Versi 3 Pu ish Version rH TE LLS 4 Latest v Publish Save Load Import Export All validate Preset Publish All y Theme Click on Item to change Color Show Platforms _ Show Color List jH E x one Biome e rom i a Dashboard aa gs First Julio Ey Social Accounts
72. Address 1 Country Region Address Address 1 Latitud Company Name parentcustomerid S ee z Address 1 Longitude Notes List _ Address 1 State Province Last Name lastname Address 1 Street 1 Address 1 Street 2 First Name firstname Mobile Phone Business Phone Email Fax mobilephone telephone emailaddress1 fax Address 1 Street 3 Address 1 ZIP Postal Code Business Phone Company Name Contact Created On Email Entity Image Fax First Name cell Msema You can notice a new item image1 on the Form You can rename it to e g Contact Image by using the Binding field To apply the change click on the image field item Q Form Default a S by Move Up Rename gt d ihbt T E tb amp B E A A A g z Move Down 7 Properties x Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Save Edit Close Field Imagew Spacer Styles Detail List IFrame Map Media wally X Delete Change Comm Save Fields Tabs Actions Rules Commar Properties Designer 1 6 Field Explorer Binding Contact Image iin Address 1 City 2 Contact Image Contact Image E General Style FormEntityImage Address 1 Country Region Address Address 1 Latitud Company Name parentcustomerid S iii aii E 7 Address 1 Longitude s Notes List aa Address 1 State Province Last Name lastname Address 1 Street 1 Address 1 Street 2 Mobile
73. BILE CRM WOODFORD USER GUIDE 95 Required minimal Mobile CRM version 7 4 Hub Customers 2 Move Up X Delete P Add Drill Down 5 i k 3 E p Save Save amp Add Add PS Suiits gis Mi cet ori Dow Close Group Merged View E Properties AX Delete Drill Down Properties Views Expanded Views 4 Customers 4 Account 4 My Customers List of Contacts All Contacts parentcustomerid Account My Accounts name List of Opportunities Default parentaccountid Contact My Contacts fullname List of Activities My Activities regardingobjectid 4 All customers 4 Lead Account All Accounts name List of Opportunities Default originatingleadid Contact All Contacts fullname 4 Contact 4 Potential customers 4 Account Default parentcustomerid 4 Leads List of Opportunities Default parentaccountid Lead New Lead Product A fullname List of Contacts All Contacts parentcustomerid Lead New Lead Product B fullname List of Activities My Activities regardingobjectid E g you can combine accounts and contacts into one hub For Accounts you can show associated activities opportunities and contacts So user can see the latest communication with the account its opportunities and contacts directly without the need to go to account s form and search for the needed information On the other hand for contacts you can decide to only show the parent account and related activities When you create a Hub or edit a default one you
74. BudgetStatus Option Set RCU Lookup Targets E fan V Budget Amount BudgetAmount Currency RCU V Account Account Marketing List rae Budget Amount Base BudgetAmount_Base Currency R Description Marketing List lt gt Contact Mi Unique identifier of the account w gt g Note v Complete Internal Review CompleteInternalReview Two Options RCU gt cr Opportunity v Confirm Interest ConfirmInterest Two Options RCU C4 Opportunity Close V Contact ContactId Lookup R gt E Opportunity Product Contact ParentContactId Lookup RCU Opportunity Relationship Created By CreatedBy Lookup R Eo aaah iS gE ce aed Created By Delegate CreatedOnBehalfBy Lookup R Opportunity lt gt Contact Created On CreatedOn Date and Time R gt 3 Order Curren TransactionCurrencyId Looku RCU 2 Order Close a 2 iid 3 A 4 28 103 Selected 4 gt Select the entity from the list on the left for which you want to define the Sync Filter Then click the Sync Filter button red square 40 RESCO MOBILE CRM WOODFORD USER GUIDE i Required minimal Mobile CRM version 7 4 Filter ak Add Condition X Delete Z Group AND Set Variable TG us dP Add Link i Group OR Clear Vanable Save amp Import Expor Close Select Deselect oF Ungroup XML XML Query Variables Data Add Condition Add Link Click the black little arrow next to the Opportunity to expand the box Select Add Condition and select the desired field T
75. Close Map Entity Name View Name Is Initial Accounts with Map pin 5 4 Mobile Apps 5 4 1 External Portal User project To learn what is the external user option go to http blog resco net 2013 08 22 new usage scenarios for resco mobile crm part 1 Prerequisites You need to have the fields e g on contact entity where the user name and password of the external user is stored The CRM user credentials are entered into Woodford and are stored on our licensing server So if you have two fields on a dedicated entity that contain the user name and password you can move on to creating a project for the external users You need to create a new project Set the type to External User e Server Alias will be used in the Mobile CRM app s sync dialog as URL So in my case enter external or External to the URL field on Mobile CRM sync dialog This alias needs to be unique as it an identifier of the project It needs to be unique among all external anonymous projects so in case you are not able to save new external project it usually means that the alias is already taken 184 RESCO MOBILE CRM WOODFORD USER GUIDE CRM user is the user license that will be used as the access to CRM Password is the password of the user Authentication entity is the entity where the fields with user name and password are stored User name field is the field on the authentication entity where the user name is stored Password field is
76. CmdSel Offline HTML CommandBar ne Controls Localizations i X Image Home _ DetailView Configuration V Home il Global Maps __ Images x E Calendar Logo Main erin resco net ESCO pe E Events amp Reminders technology on the move tec h n ol O on aca as avs _ Search Color Theme 8Y I Tabs E SharePoint if a New Direct EJ Google incident Home Process Flow 4 Entities 3 Account 4 Activity Address ise aa aa na F Announcement Eo Appointment iQ Article invoice Home Pa aut T 1 4 r P 4 b 1 gt 4 11Auditing In the Auditing section of the project you can set what kind of action on selected entities will be recorded using the Mobile CRM application and sent to the CRM server when the application will be synchronized You can track the time when the action was performed and also the GPS position the device must contain the GPS chip It is also possible to record the time and place where the synchronization was performed You can also track application s state events and that is whether the application is running is terminated or paused put to background or resumed put back to foreground If you want to audit the movement you can use the Track GPS position changes where you can set the Delay and Distance of the GPS position If the devices moves the defined distance after the set time interval expires the position is recorded RESCO MOBILE CRM WOODFORD USER GUIDE
77. Condition X Delete 2Group AND Set Variable TG 4 A dP Add Link t Group OR Clear Variable Save Save amp Import Expor Close Select Deselect dE Ungroup XML XML Query Variables Data Parent Customer Equals accountid 4 5 2 2 Form item options Each form item has following options Binding For detail tabs this defines the tab name For associated lists it defines the lookup field Side When using the flexible forms you can place the tab item to left or right side of the form when viewing the form in full screen Header When using the flexible forms you can set what to display as the form header Hidden The header is hidden and only records are shown no plus or flip to button is shown as well Icon amp label the whole header including the icon and name will be shown Label only the tab name is shown Width Normal means the ordinary size of one tab Large means that the tab will take size of two tabs Height Number of rows that will be visible in the tab item other records will be available using scrolling 74 RESCO MOBILE CRM WOODFORD USER GUIDE Orientation Only available for list items and defines whether records are aligned horizontally or vertically Scrolling also follows this option 4 5 3 Form Style Editor The editor enables you to change the default styles or adding new styles that can be then assigned to fields on form The styles are global for all field
78. Cusiomer Active Cyclingo Finished sports goods B Latest spots bits Baal g Bikr 1 777 80 5 549 d l 4127 80 3452 29 Egunk Casp Dashboard BSG 15 Order for December Bi t iry Purchase Sale Opportunities Number Test tontine lead a an 10 Touring Bikes this summer A ver kacon one second 1 717 80 4 127 50 5 549 47 3 482 29 0 00 0 00 1 356 36 36 910 75 0 00 21 000 00 12 000 00 The Public View displays the selected entity s list of records The Associated View shows the list of items from the associated entity that are relevant for the selected item and entity 44 RESCO MOBILE CRM WOODFORD USER GUIDE se in ccounts MobilecRM FE hiner Account bi ae p Dashboard 3421 Gehringer Drive 57457 Daty City te k Chenview Bicycle Accessories and Quick Cyerview bye SRITI Pira maach EY Map W View Entities on a Map Demo for Adnan 29 2001 11 00 12 00 075 Poar Gr Big Time Bike Store 4655 Frankin Ganyon Road Activities Bike Boutique at ai E aiii z z Sap Ps List of Activities 2264S Park Glon Court 47349 Fan Orchard Lungh with Tim rods PDO 12 00 Opan Appointments Bike Dealers Association E 6283 San Marino Ct aaa Ballingham Bike Experts Ey Calendar mare sd Piao 6626 Viet Covina Agenda and Calendar Bike Products and Accessories a Accounts 2830 My Way 7713 ME Walery
79. E gt Reset To Default Ar X Delete Save amp New On On Can Close Execute Execute Close Commands Rules Selected Commands Available Commands Favorite ChangeState ChangeStatus Delete EmailLink Follow these steps on any other entity whose records you want users to be able to add to the Favorites list Once you save the changes publish the mobile project Once users synchronize the Mobile CRM application they will be able to pin records to their Favorites list by using the action button command on Edit Form 4 21 Email Integration 4 21 1 Google Gmail Enabling Google integration in the project to allow users to link their google account to Mobile CRM application and to see their Gmail emails in mobile CRM in E mail activity entity together with CRM emails User can track their Gmail communication and save Gmail emails on the CRM To enable this go to Google section of the project and enable the Gmail Setting the Days to Sync you specify how old emails should be synced and displayed in Mobile CRM app RESCO MOBILE CRM WOODFORD USER GUIDE 151 Required minimal Mobile CRM version 7 4 Project SalesApp F Publish Version Version 7 10 v l Publish Save All validate Publish Google Google Integration A Home Configure Gmail synchronization eee V Gmail Days to sync 90 Social B Branding Ry Auditing Images Offline HTML Localizations
80. Jane Honda 7 3 Last Martinez Y Branding jane honda sample com T Auditing Account Bikes gt John Sample Images Contacts Account Julio bikes com John sample com Offline HTML Localizations Julio Martinez Leads Julio bikes com ee Sei aik l General Notes iB Global Maps All Platforms E Calendar E Events amp Reminders Home List Form Color Theme y First Julio E SharePoint Accounts Jane Honda Last Martinez Process Flow jane honda sample com B Entities Account Bikes ohn Sample gt Account eee Account Julio bikes com John sample com gt A Activity Address a Julio Martinez 2 F n Julio bikes com eae Announcement General Notes gt Appointment edit crm Customize ios 4 Article i Article Template Home List Form oo i Z Business Unit 3 First Julio Palette 12 i Accounts 4 Campaign Jane Honda lit Martinez R 139 G M 9 19 yy Campaign Activity jene honda sample com Account Bikes Campaign Activity lt gt Sales L paig Y ee ee John Sample r i A io bikes 4 Campaign Response John sample com ich ekactataas col A es 255 Campaign lt gt Sales Literature Palette Click on Item to change Color MM Saddle Brown v Done l BE O_o Using the Load Preset button all changes will be reverted back to the default setting You can export the current theme setup and save it by using the Export button to use it in another project f
81. MobileCRI Resco MobileCRI Mobile Auditing Resco Mobile Au Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI Resco MobileCRI gt KH 4 Pagel gt On the Web Resources Global properties for Map Providers click on the Text Editor to add the Google API key to the script file Ail Microsoft Dynamics CRM Publish _ Publish All Customizations Lukas Le ko File Web Resource Lukas A dk x A Save Save and Delete Preview Show Close Dependencies Save Record Management Actions Solution Default Solution Web Resource Global properties for Map Providers In lobileCRM Context js Global properties for Map Providers Script Script TE E http dev01 Lukas WebResources resco Mobilec Context js In the last step please enter the Google API key to the selected area specifying the key into googleMapsApiKey field and leave googleClientID null googleMapsApiKey EnterYourGoogleApiKeyHere RESCO MOBILE CRM WOODFORD USER GUIDE 117 googleClientID null Edit Content Edit Web Resource Content Source function Q window Resco window Resco window Resco Context window Resco Context Following properties are used to enable the mapping functionality scripts GoogleMapsLoader js BingMapsLoader js Visit http code google com apis maps documentation javascr
82. MonoDroid y DPI HDPI Name Contacsonaccounts Colorize v For easier navigation you can disable the folders that you do not need to see RESCO MOBILE CRM WOODFORD USER GUIDE 193 Q Project Project ij Publish Version EFA A id Latest Zaj m ig Required minimal Mobile CRM version 7 4 Publish Save Add Import Export All validate Publish jg Images Dat All v Images Platforms Directories a Select None A Home iPad iPhone TD Android eh nn _ ActionBar AF Dashboard HDPI XHDPI LDPI MDPI HDPI L Activity E Social ae 7 So Wj Buttons J Branding Calendar fr Auditi CallDirection Auditing Cmd B Images CmdSel Offline HTML Chart Tabs CommandBar Localizations E Controls DetailView Configuration Home ng e Q Q eE E Calendar Main aas na Search E Entity Hubs V Tabs T Events amp Reminders j tew D irectory Color Theme X Contacsonaccounts Tabs E SharePoint eae EJ Google Process Flow 4 Entities fs Account ron kid Z Activity Address D Ld Announcement contact Tabs Appointment enetioas D O AY RY A 4 b 4 vv Other platforms and DPls can be added directly in the Images section Just click on the empty picture icon and add the desired image In case of tab pictures only the alpha channel of a png file s used 5 3 6 2 Localization of the tab nam
83. OODFORD USER GUIDE Mobile Audit Created By Display label on the Form Data Source Specify the primary data source for this fist or chart Only Related Records Mobile Audit Created By Active Mobile Audit m 4 11 4 Adding Mobile Audit map on the server form If you are using the Google Maps API key you can also add the user activity visualization map Go to the Settings gt Customizations gt Customize the system on the CRM server and select the Form on e g User entity as it is the most relevant entity for the Auditing functionality Then click on Import and add or select the tab where you want to add the list of user actions and click on Web Resource There select resco_MobileCRM Maplframe html Web resource Then set the name and make sure to check the Pass record object type code and unique identifier as parameters option as it will show only the records that the user we are looking at made RESCO MOBILE CRM WOODFORD USER GUIDE 119 A https 192 168 11 73 Wideo Tools FormEditor Dialogs webresource aspx appS Add Web Resource http 1 Internet Protected Mode On Note The Server support for Auditing is only available for the CRM2011 so far The CRM4 support for Auditing will be available in Q3 2012 120 RESCO MOBILE CRM WOODFORD USER GUIDE 4 12 Images You can change the default images and icons or add images for custom items such as map pins entity icons form tabs icons
84. ORD USER GUIDE 75 Application Global Style Manager Styles ap Add x Delete Save Save amp Close AT Properties Close Style a Detailltem IsMultiLine False LabelAutoHeight False kal Near left LabelHorizontalAlignment PlatformDefault 7 F Far left LabelPosition PlatformDefault Center left Name Normal Jae RelativeLabelFontSize 0 Relative font 1 RelativeTextFontSize Multiline 4 5 4 Additional Form objects 4 5 4 1 Iframe The Iframe is a visual HTML browser window with URL support and it is able to send the entity s properties You can also authenticate the current Mobile CRM user to use the credentials on the web site Also as shown on the picture bellow you can bind an entity property name in to the link e g in this case search for the competitor s name When Delay Load is enabled the web site or offline HTML is loaded when user opens the tab When Delay Load is disabled the web site or offline HTML is loaded when the form is opened Note The authentication works only for Active Directory connection type 76 RESCO MOBILE CRM WOODFORD USER GUIDE 38 Name Url http www google com search q name Authenticate Delay Load v Here is the visualization of the Iframe functionality in the app RESCO MOBILE CRM WOODFORD USER GUIDE 77 MobilecRM iomas Headmond accounts vw m Dashboard Basic Bike Company Map Best o Bikes Bicycle A
85. Resco Mobile CRM Woodford User Guide Document version 8 1 0 0 Resco net TT ERO OUICU OW RT EAEE E E PENE AT TONEEL PIAA AE AAEE EEA AAE AEAT EEEE EEEE PE AEA EEEE EAE 7 2 Before We start the Customization enon ana AE ON 7 PrN PRC UNS Me See E E EA AE tali vc aeeed cle incdastev een Coleone nieces 7 2 OWMIGACOFAISCAIN sarcessvetpatesuidredvanetntensdebonecenatsdareeaduddasetottueaeapuets wots tbeakadpedieeeamseasenoniesneetsaneces ees 8 2 2 1 Download and IMport of the solution TING s civisdicssasvcsesadd iana a 8 2 2 2 Updating Woodford Imported SOLUTION ccccccessececeseccccenscecceesececeeececseuecceseesecetsugecessenes 10 2 2 3 Uninstall the Integrated Woodford ccccccceseccccessececeesececeeeeccceeesececeeecesseueceeseeecessuneceeseges 11 2 2 4 Install of the Standalone Woodford ccsessssecccccecceeesseeccccccssaeesseeccceesssuuuseeeeceeeessaaaaeeeeseess 11 2 2 5 Updating Woodford Standalone Application ccccccescccccssscccceesececeesececceeecceseusecessuecessenes 11 2 2 6 Uninstall the stand alone Woodford application ccccccsssccccessececcesececeeecceseesecesseneceesenes 11 2 a ETON deere reenact a et ee ne ee REE et ee aE ase err nee 12 233 1 SIGMA LFOUDICSMOOUNE neonain nan a a N N a EANNA 12 ZA MTrOduUCION eose E A RRA 13 SAOMIN TAUON esa a a a a a a ke neeeeaiade 14 S LMODIE PFOJECTS eee Cr eee EUS te Sn OR ORG nue oO on En Oe Pee Cee a ere 14 Bid SECUI serine eoeieiwearaeei
86. S i S a lt Update gt 2 MWOOO gt a f cs a CEDAR CREST m V Location _ Address i 4 2010 NAVTEQ AND 2014 Microsoft Corporation gt Confirm ij Cancel W llinois Ave N Ein Z Results you can see results which Bing map provided Search you can manually search by your own criteria Update Location checkbox will update the GPS data after clicking on the Confirm button Update Address checkbox will update the address Note the map pin can be moved manually by dragging it across the map to enhance the accuracy of the GPS coordinates RESCO MOBILE CRM WOODFORD USER GUIDE 27 3 6 Plugins Plugins provides functionality for which you need to configure some additional settings Enabling will allow the tracking of some operation like delete N N relationship disassociation and record owner change on the server Without enabling the tracking the changes will not be propagated to the clients Only changes made after the tracking was enabling will be propagated to the mobile clients Entries deleted before enabling the tracking will not be propagated on the mobile clients After enabling the Delete plugin there is a need to perform full synchronization on each device to get the latest data without the previously deleted ones To perform a full synchronization on a device go to Mobile CRM app s Setup gt Delete Data and synchronize the client to perform it Or you can use the Woodford s Security
87. TAN aE E amenarnevcm ten onsahale E E amnesic 76 4542 Wa Frame ctrcciccetens csceroud pecearce eevee cianeanee NN 78 Prerequisites for the Map GPS and Geocoding as well as Update GPS option on custom entity s JLI D A A ESETE SA EE TEREE TE A TEE E PE A E E ENE E ETA TEA E E ES 78 wA S MEd Cala aa a E tag E E OR 81 4 5 4 4 Form Rules On Load On Change On Save cccccesescscnsscncnsscecncsceesseeusceneueseneueseneuess 82 ASA S Edit COMMANA Suei ese sanahondae de satanic aa a a A 82 AAO CUSTOM COMIN aN e a A E N NE 83 4546 LOMCN EXECS EXIM PIE Aasu n n a N AN 86 454A 0 2 CIN Execute EXIM Dle sea aa a a a N 90 4 5 4 7 Additional options for associated lists ccccessccccessecccceecceceesececseececeeeeceeseueceseenecessenes 90 RESCO MOBILE CRM WOODFORD USER GUIDE 3 AD AS Placeholder TOKE vo cverscrcacedlaceveeatace a a e 93 LO Gallliz AOU OKO de a esccesa tice scesectsesentigs we es esac ga se amas anesa aa aes Sear daa spose oeesencamee aa 93 Edit fomi RUNES approda Mixx e ai cctereealeabl a ncetulcandc chan pccuauiea ube ciuue ta 94 IN U cediescteaduc E E wcdsad taal etiie de taeeceusionens vatvee 95 DG LUO S Gonaccretancednmaattuntrtotdtucunratereadt men anutt tata neccautacied caaracineneatelilennctetanauaiccanna aataternse 95 46 11 HOW TO Che ate a NUBo A oeaowag iu E tees 96 DG eD ON Mewrsesaasuececcestansnecgea bosom in a E E A 97 GZ OIEA O e a a T A E T N E ET 98 AT Dashboard sne O area ienaes eiasuaaseanormeua
88. Woodford s first run In Dynamics CRM 4 after uninstalling the Woodford application manually remove all the entities which start with resco RESCO MOBILE CRM WOODFORD USER GUIDE 11 Disclaimer When removing the solution all projects will be removed Make backup using the export functionality In order to uninstall the Woodford application or solution file each entity enabled in Plugins N N Relations Delete Owner has to be deactivated in the plugin 2 3 First run When the Woodford is launched a registration dialog pops up In order to use the tool you have to fill in the registration details Then the login dialog is shown In the login dialog fill in all fields in order to connect to your Dynamics CRM server and then click OK button Username for Active Directory and IFD needs to be in the format DOMAIN USERNAME if required On the first run required entities are created on the server so user with system administrator security role is required to log in It is recommended that system administrator handles all the administration and customizations using Woodford Dynamics CRM Login Dialog URL http 192 168 11 202 Demo v essees V Remember server V Remember password OK 2 3 1 Sign in troubleshooting Proxy or Reverse Proxy ISA Forefront is not supported Any middle component requiring authentication to pass through is not supported for Stand alone application This scenario is not present in ca
89. Woodford Choosing Update when using imported solution does not work When you want to update the existing Woodford solution perform the same steps as above downloading the latest version of the imported solution file and when prompted to choose the Maintain customizations or Overwrite customizations during the import please choose the Maintain customizations option Import Options Help A This solution package contains an update for a solution that is already installed Previous customizations on components included in this solution Maintain customizations recommended Selecting this option will maintain any unmanaged customizations performed on components but also implies that some of the updates induded in this solution will not take effect O Overwrite customizations Selecting this option will overwrite any unmanaged customizations previously performed on components included in this solution All updates included in this solution will take effect Post Import Actions Ti Activate any processes and enable any SDK message processing steps included in the solution 10 RESCO MOBILE CRM WOODFORD USER GUIDE After update of the solution file publish all customizations on the CRM server and reload the CRM website in browser Disclaimer We highly recommend to create a backup of your projects before each upgrade of the Woodford both Standalone and Integrated 2 2 3 Uninstall the Integrated Woodford In Dynamics CRM 20
90. ab Actions Here you can define what actions command will be available On most of associated items you will have option Create New and Add Existing This defines whether user can only create a new associated record or associated already existing record using the plus button on the associated item s header Controls In controls you manage the available options of displaying the associated item data Either to show them as list or flip to a Map view or to a Chart view By disabling on of the options you remove the option to flip data If you only leave the List option enabled the flip to button will be removed Initial control defines which display type will be used as the initial one 92 RESCO MOBILE CRM WOODFORD USER GUIDE Associated Tab Properties Associated Views Lookup Views Charts Properties ir save amp Close Close Actions Fa Create New _ Add Existing Fa Capture Photo Select Photo Fa Select File tall Record Audio Record Video Fi Faste Controls Fi Show Records as List Fa Show Records on Map If GPS fields are configured Fi Show Records as Chart If chart s are configured Initial Control List 4 5 4 8 Placeholder text If you want to advise users what to enter to a field you can use this feature Placeholder text means that when a field is empty it contains a text that gives a hint to user what to enter there or some specific instructions Once user taps on the field to
91. ace 95626 West Covina P D Contacts Bike Products and Accessories Lynwood py List of Contacts 9830 May Way 20343 Mell Valery Bike Universe Leads 56769 Bright Road 98926 Round Rock l 8 t S List of Leads P r 4 wo Ou Bike o maniac store Q Opportunities 1398 Yorba Linda 85058 Seattio A wD 2 List of Opportunities j imi ist of Opportunitie Bikes unlimited gt w 8290 Margaret Ct 897654 Seattio w Quotes E amp Al Le List of Quotes Black Sports Goods xe gt 3 s St pa Ave amp 25 Coral Wa 43155 Miami amp Lac St Pine pied y 33155 Mia Tros Fi Orders Blue Bicycle Company S guss S p 7 Pine List of Orders 1286 Cincerto Cicio 53502 Lake Oswego E by nor as eck St Invoices Bold Bike Accessories sree E Kav amp t key List of invoices 1234 Canyon Road 20593 Topeka 4 cade eign Breathtaking sports goods Neha 80 RESCO MOBILE CRM WOODFORD USER GUIDE 4 5 4 3 Media tab There is a specific tab Add Media Using this tab type you can set up adding different files attachments to a note By default it is set as signature tab but you can set it up for other actions like capture photo record video and more You can also make a certain action required for specific status Name represents a name of the tab and Subject represents Subject or Title of the Note where the file is attached Configure Media Tab Name Required for Status Subject Signature_recording Actions s Clear
92. act Mi Unique identifier of the account w 7 Hote W Complete Internal Review CompleteInternalReview Two Options RCU Fi Opportunity W Confirm Interest ConfirmInterest Two Options RCU Opportunity Close W Contact ContactlId Lookup R C Opportunity Product Contact ParentContactid Lookup RCU g Opportunity Relationship Created By CreatedBy Lookup R ppportunity lt gt CompENtor Created By Delegate CreatedOnBehalfBy Lookup R Opportunity lt gt Contact Created On CreatedOn Date and Time R J Order Currency TransactionCurrencyId Lookup RCU a v Order Close 28 103 Selected It can be enabled by default in the project s Configuration but it is not recommended as such filter will create a complex query that might increase server load So we recommend to enable this option on per entity basis 4 4 Views Picture bellow shows the view types The Dashboard view shows views and charts that we designed and defined for the entities RESCO MOBILE CRM WOODFORD USER GUIDE 43 MobileCRM 7 Dashboard Quick Overview lt 9 Map Actritias List of Activities ei Appointments T s ya LISE gi Appi nimel ey Calendar Agenda ang Ls DF Accounts List of Accounts A Contacts t of Contacts G1 Leads List of Leads xl Opportunities iat ext f Quotes i z List of Orders List of Orders B Invoices List of maces _ eels ae ia View Entries on a Map
93. act Line W First Name Contract Template FTP Site f Currency Full Name 3 Customer Relationship a Discount D Government 3 Discount List Has Children a Document Location 4 v Name DoNotPhone EducationCode EMailAddress1 EMailAddress2 EMailAddress3 Employeeld EntityImage EntityImageld ExchangeRate ExternalUserldentifier Fax FirstName FtpSiteUr FullName GenderCode GovernmentId HasChildrenCode Search Type Two Options Option Set Single Line of Text Single Line of Text Single Line of Text Single Line of Text Image Unique Identifier Decimal Number Single Line of Text Single Line of Text Single Line of Text Single Line of Text Single Line of Text All v Field Properties Permissions RCU RCU RCU gt 25 154 Selected 5 3 1 2 1 Entity image on View Permissions V Read I Create WV Update Requirement Level None Description Shows the default image for the r Now we can go ahead to the View and add a picture to it To do so click on Add Image and select the ListEntitylmage Now you need to adjust the size of other fields otherwise they will be overlaid by the picture 172 RESCO MOBILE CRM WOODFORD USER GUIDE Q View Default ld bb S Save Save amp Add E Add Close Map Pin Project Image ListEntityImage Properties ListNoteImage Default v Row Name Default Height 40 Cell Bounds 2 2 36 36 Kind Image
94. agey Map Pin Styles Fields Filter Sort Search Row Row Row Row Script Save Cell Query Rows Properties Designer _ 1 9 Fields Explorer Account Number Address 1 City Address 1 Country Region Address 1 Latitude Address 1 Longitude Address 1 State Province Address 1 Street 1 Address 1 Street 2 Address 1 Street 3 Address 1 ZIP Postal Code Address 2 Latitude Address 2 Longitude Created On Currency Description E mail Fax Industry Main Phone Edit Filter Required minimal Mobile CRM version 7 4 Filter db Add Condition X Delete Group AND Set Variable m lie i ka U 4P Add Link f Group OR Clear Variable Save Save amp Import Expor Close Select Deselect dh Ungroup XML XML Close Query Variables Data Account Address 1 City Seattle Configure Sort Order PK Address Aacha Ascending Y OK Cancel RESCO MOBILE CRM WOODFORD USER GUIDE 61 Configure Search Fields Shows all records where at least one of the fields matches the searched phrase Method Display Name Account Number Address 1 City Address 1 Country Region Address 1 Street 2 Address 1 Street 3 Address 1 ZIP Postal Code Address 1 State Province Price List Description E mail Fax Account Name Owner Main Phone Currency Web Site Using the same steps we will create another public view this time with the name Redmond Accounts and set the filter to show only accounts lo
95. aign Activity lt gt Sales L o Campaign Response Campaign lt gt Sales Literature Case Case Resolution 2 Competitor a b When OK is visible for each Business Process Flow that you want to use save changes Business process flow on Mobile CRM application is visualized by an additional tab where the Business Process Flow can be followed 4 20 Favorites To allow users to add records to the Favorites section on the Home screen perform these two basic steps First go to Home in Woodford project and add the Favorites item by dragging it from Available Items to Home column RESCO MOBILE CRM WOODFORD USER GUIDE 149 Project Lukas 2013 pics and flows 2 Publish Version Move Up i Rename X Design Latest bd Move Down X Remove Publish Save Add Add Add All validate IFrame f Properties Group Publish Home Items Design Group All E Home Available Items Home Dashboard Activity Feeds ing Social Map Account Branding _ Ea gt D Activity Activity Auditing Hilimages Calendar Appointment Offline HTML Account Case Localizations Contact Contact i Configuration Lead Currency ii Global Ma E pa Opportunity Discount List S calendar Quote Email P Events amp Reminders Ye Process Flow Order Invoice Entities Invoice Lead 4 E Account Product Note 3 Forms Case Opportunity E Views Call Import Order aij Charts Fields Setup Phone Call
96. aj Dashboard HDPI AHDPI v Buttons E Social Logo ActionBar Ww Calendar s CallDirection y Branding iv md a lw Cmd F Auditing iv CmdSel Images a a CommandBar Offline HTML alee er O coy DetailView Localizations a Ball 7 Home Configuration lW Logo i Global Maps iW Main E ae PERSE re v Search o Calendar SearchBarg ActionBar EE Iw Tabs B Events amp Reminders New Directory Color Theme leg SharePoint P Process Flow D D al Entities F 4 4 12 1 Changing a standard image If you want to replace a standard default image with one of your own locate the existing icon and then double click on it Note Items are listed in alphabetical order first the Directory folder and then the name of the item 122 RESCO MOBILE CRM WOODFORD USER GUIDE Edit Image Directory Activity Name appointment Platform MonoTouch DPI XHDPI Colorize Delete Save Cancel In the Edit Image window that will pop up click on the no image icon to be able to upload a custom icon from your computer To return to the default icon click on the Delete button RESCO MOBILE CRM WOODFORD USER GUIDE 123 Edit Image Directory Activity Name appointment Platform MonoTouch DPI XHDPI Colorize Default Es Delete Save Cancel Once you are done save the changes 4 12 2 Adding a custom image When you want to add a picture to a custom item you
97. an translate address information of the records into raw GPS data which the mobile application needs to properly display records on the Map Geocoder lx Fetch Find Data Position Address Administration Mobile Projects Geocoder ity Entities Seanty Select Entity Mobile Users account 7 Show All v Localizations From Index To Index Select Deselect All Invert Selection Select fields Geocoding 5 Select Entity Name Street City Country PostalCode Latitude Longitude Detail Plugins Street EAA address1_line1 _ A Bike Store 1 5009 Orange Street Renton U S 20175 31 43491 99 30647 Settings _ Set additional street fields Active Cycling 100 Red Oak Lane Dallas U S 20313 32 75572 96 80871 Profile City F Pee 7 loga address1_city Advanced Bike Components 4405 Balboa Court Santa Cruz U S 95486 27 41412 98 26616 About State Affordable Sports Equipment 7995 Edwards Ave Lynnwood U S 58299 35 843 86 34305 addressi_stateorprovince Postal code addressi_postalcode Country addressi_country Latitude addressi_latitude Longitude addressi_longitude _ Find position by query Filter by All Cycle Shop Amazing sports store Amuzing bikes Another Bicycle Company Astonishing bikes Basic Bike Company Best o Bikes Bicycle Accessories and Kits 9068 Muir Road 3397 Rancho View Drive
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99. arch You can configure the buttons on the view visible only if the List Buttons option in Resco Mobile CRM Setup is enabled Click on the Buttons icon and set the action that the button should perform These buttons will be shown as a replacement of the default ones when user selects the record in the list view 56 RESCO MOBILE CRM WOODFORD USER GUIDE Configure Buttons Button Create Note Regarding z Button None Edit filter will restrict the displayed data in the view to only those that meet the conditions The difference between the Sync Filter and Edit Filter is that the Sync Filter only allows to sync the fields that meet the conditions while the Edit filter works with all fields and only displays those that meet the conditions This is the perspective of having more views for one entity RESCO MOBILE CRM WOODFORD USER GUIDE 57 Edit Filter Q iter Required minimal Mobile CRM version 7 4 iter dB Add Condition Delete Group AND Set Variable g lie EEE qP Add Link t Group OR Clear Variable Save Save amp Import Expor Close Select Deselect P Ungroup XML XML Close Query Variables Data v Competitor v Address 2 City v Contains Data Address 2 City Address 2 Street 1 Competitor Created On Modified On Name Edit Sort defines which field will be used for sorting and the direction of sorting Ascending or Descending Configure Sort Order 58
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101. atform images easier As you will be entering other desired values it may look like this 182 RESCO MOBILE CRM WOODFORD USER GUIDE Project Sales Publish Version LA Latest Publish All Publish validate All j Home 23 Dashboard Ey Social Branding Eg Auditing 2 Images Offline HTML Localizations g Configuration iE Global Maps E Calendar E Events amp Reminders Color Theme LJ SharePoint Process Flow T Entities 4 3 Account 3 Forms E Views il Charts Fields Indexes eeiiy 5 pP S Import Export Data y Images iPad iPhone HDPI X Any Map_Pins Q X Fax Map_Pins X Mail Map_Pins 6D XHDPI LDPI Required minimal Mobile CRM version 7 2 MDPI i Androi Platforms Directories ActionBar _ Activity _ Buttons _ Calendar _ CallDirection _ Cmd _ CmdSel _ CommandBar _ Controls _ DetailView Home _ Logo _ Main W Map_Pins X _ Search _ Tabs New Directory Q ad b As the final step go to Global Maps open the Map where you want to use the customized view and set the View that contains your newly created pins as the one that will be used for the entity Accounts view on Accounts entity RESCO MOBILE CRM WOODFORD USER GUIDE 183 Edit Map Map a Required minimal Mobile CRM version 7 2 a E X Delete Save amp New
102. ations Profile Enter one email address per line Logs matus stanovsky resco net About RESCO MOBILE CRM WOODFORD USER GUIDE 33 3 9 Logs If you will encounter an error with the Resco Mobile CRM Woodford you can check it or send us the error log This will help us locate the problem and fix it or help you solve it Required minimal Mobile CRM version 7 4 Ten 2 Details Delete Administration Mobile Projects Security Mobile Users Localizations Geocoding Plugins Maintenance Delete Send Send All All Logs Logs A Refresh i 4 1 2 Date Time 1 12 2015 3 01 14 PM Title Localizations Duplicate key error id product productid product english Products template isAutoGenerated True isProjectEnabled False Settings 1 12 2015 2 56 59 PM Localizations Duplicate key error ke id product productid product english Products Logs template About isAutoGenerated True 34 RESCO MOBILE CRM WOODFORD USER GUIDE 1 12 2015 2 56 34 PM 1 8 2015 10 29 49 AM 1 7 2015 5 07 51 PM isProjectEnabled False Localizations Duplicate key error id product productid product english Products template Products isAutoGenerated True isProjectEnabled False Localizations Duplicate key error id product productid product english Products template Products isAutoGenerated True isProjectEnabled False Localizations Duplicate key error b 4 3 10 About
103. ave Add Import Export Images Image Data All v Images Platforms Directories Home E iPad iPhone i Android AF Dashboard HDPI XHDPI LDPI MDPI HDPI Social x C Branding X custom_command Cmd Fa Auditing Images Offline HTML Localizations 4 Configuration Global Maps Calendar a a oN BiEvents amp Reminders Delete Cmd Color Theme SharePoint Process Flow A Entities 4 3 Account 3 Forms E Views aj Charts DownloadUpdate Cmd SD SD p D A p Fields Indexes Activity AN AN AN AN LL l lt g a All you need to do now is to save the changes and publish the project Colorize If you want to use your picture in the same way as default pictures are i e picture follows color selected in the theme or view style you need to enable the Colorize option It will create a mask from the picture you are adding Your picture needs to have alpha channel Everything where alpha is different from O will be used as a mask and then this mask will follow the color set in theme or view style 4 12 3 Bulk change import of custom images Advanced The Bulk import is done by importing a specifically named zip file that contains the images in a specific folder structure the best way to explore the folder structure is to download the icon package from our website Once you have the file remove the directories and files you don t want to
104. base are downloaded This is required at some changes in project or e g changes in user security role permissions 16 RESCO MOBILE CRM WOODFORD USER GUIDE u Required minimal Mobile CRM version 7 4 Security Basa amp New Edit Delete Export Policy Administration Security Search Refresh Mobile Projects Name State Device id Device OS Version Lock Wipe Force Full Sync Current User Synchronized On Security 4 Default Mobile Users dovertral OK be3b05 0ec150b59 intel WO32i C3 intel wO32i_ 3 Android 4 4 2 19 KitKat 7 44 0 all LJ Mat Stanovsk 1 7 2015 3 03 07 Ft Localizatons E e oK e4f438260050f2c6 Elephone Elephone G4 alps Elephone_G4 Android 4 4 2 19 KitKat 7 4 4 0 Mat Stanovsk 1 7 2015 5 04 08 Pf Geecoding GT 195056 oK dbb2fda0499a81f5 samsung GT 19505G samsung jgedite Android 4 4 2 19 KitKat 7 4 1 0 Demo User 12 9 2014 11 24 45 ee A HauurTusz OK 1ZLV22AN252 LENOVO 23923FG Microsoft Windows NT 6 2 9200 0 7 44 0 fun Roland Haultusz 12 22 2014 1 56 40 Settings rc MSM8660 OK aa04e5f6687bc692 HTC HTC Sensation htc pyramid Android 4 2 2 17 Jelly Bean MR1 7 3 2 0 Mat Stanovsk 1 5 2015 1 36 55 Pf Profile rere One X OK 30439c19fb1288ab HTC HTC One X htc endeavoru Android 4 2 2 17 Jelly Bean MR1 7 4 0 0 Mat Stanovsk 12 2 2014 2 15 25 1 Logs i aulitusz OK 7ADBAD 74 6975 451E 9502 D5600702AF6E iPhone 6 iPhone7 2 iPhone OS 6 1 1 7 4 0 0 ul al Roland Heulttusz 12 11 2014 5 51 41 About
105. be deleted Activate button will activate the deactivated project Import will import the previously exported project Clone will duplicate the same Mobile Project and will prompt for the Name Role and Priority We can use the Clone button for e g duplicating the same project to other user role or to make changes to the currently used Mobile Project without risk Clicking on the Check User button we will be prompted for the user name and the application will show you all the Mobile Projects where the user is involved including the project s priority so we can see which Mobile Project will be used in screenshot the project on top will be the one used 14 RESCO MOBILE CRM WOODFORD USER GUIDE Check User Name Priority Team Role My first test 100 System Administrator Matus Sales 10 System Administrator Matus If a project has a grey icon with exclamation mark it means the project is dirty i e there has been a change in the project but it was not published after making these changes RESCO MOBILE CRM WOODFORD USER GUIDE 15 eu Required minimal Mobile CRM version 7 4 Mobile Projects BZ Edit X Delete TL us Properties Activate New Import Export Clone Check Show Users Deactivate User Administration Mobile Projects A Refresh Mobile Projects Name Priority Published On Is Published Type Security blank 1000 12 23 2014 10 20 03 AM True Standard User Mobile Users geocoding 0 False Standard Us
106. c view named Seattle Accounts The new public view will display only accounts located in Seattle Therefore we define a filter that will only display accounts located in Seattle For this new public view we will also define the Edit Sort order as Ascending and Edit Search that will search for the address that contains the characters entered to the search field in the Address field RESCO MOBILE CRM WOODFORD USER GUIDE 59 Create View Name Type Template Hidden Seattle Accounts Public View Primary 2 Secondary v _ Hide in View Selector View Account account Seattle Accounts id iat Required minimal Mobile CRM version 7 4 Default z Row Name Width Height _ Color Selected Cell Left Top Width _ Height Kind Style Binding Anchor Default E 240 40 Design Size 00000000 00000000 118 26 114 11 i Text gray ma Value addressi city Account Name Main Phone Press t to MOVE by 1 PX Press Shift t 1 to move the selected cell by 5 PX Press Control t 4 to RESIZE the selected cell by 1 PX Press Control Shift t 4 to RESIZE the selected cell by 5 PX Address 1 City 60 RESCO MOBILE CRM WOODFORD USER GUIDE A Up ag XJ es ED 5 ey X a F Down Save Save amp Add Add Add Delete Edit Buttons Select Edit Edit Edit Add Clone Delete Close Im
107. can crash when you access view or form where this field was used To avoid this situation you should keep in mind these steps When you want to disable a field that is enabled in the entity first remove the reference of this field from each view form or chart Also from other entity views where you used this field To do so you need to use the Select Fields option in View and disable this field from the view Same applies on the Chart Using Select fields you need to remove the field from the view On form you just need to delete the field from the form Then you can disable the field and it will not be used in Mobile CRM application Any change in fields enabling disabling a field will cause a full sync on this entity Special case is when you want to remove a field from the CRM server If this field is enabled and used on the Mobile CRM application first perform the above steps let users synchronize and tell them not to make changes to data and after they all synchronize remove the field publish the project and ask users to synchronize Only this way you prevent problems when users make changes to field you want to remove The problem that can occur is that server will report an error when Mobile CRM app will try to update fill in a field that no longer exists on the CRM server 4 3 Setting up a Sync Filter By setting up the Sync Filter we define a condition for the CRM database entities rows which will be synced to your mobil
108. can use the default directories or you can create your own Directory where you can store custom images To do so you need to go to Directories list and click on New Directory g Platforms g Directories a ActionBar Activity XxXHDFI Buttons is Calendar W CallDirection Fi Cmd Fi CmdSel Fi CommandBar Fi Controls 124 RESCO MOBILE CRM WOODFORD USER GUIDE To add a new image click on Add on the toolbar Project Sales Publish Version i g S Import Export UO atest Publish Save All validate Publish Images Image Data iPad iPhone In the Add Image window set image s properties Directory Cmd Platform MonoTouch MHDPI Name custom_command Colorize Q You need to specify the Directory Folder where the picture will be placed in the platform target DPI and name of the item for which you are adding the picture RESCO MOBILE CRM WOODFORD USER GUIDE 125 Tip Please check the appropriate section example for specific item properties E g map pins tab icons view ICONS The list of platforms e MonoDroid Android devices e MonoTouch iOS iPhone iPad e Windows Windows Tablets e Windows Mobile Windows Mobile e Windows Phone Windows Phone Then you need to click on the no image icon and upload an icon from your computer Add Image xg Directory Cmd Platform MonoTouch O id
109. cated in Redmond As the last step we define which view will be default In our case it will be the Redmond Accounts Select it in Woodford and click Properties 62 RESCO MOBILE CRM WOODFORD USER GUIDE Q Project My first test b Publish Version 33 AZ Edit A FA IA c p yr Version 7 30 v sy Properties Publish New Clone Import All Validate x Delete All z Views ego ara Display Name a Type Hidden Mode Configuration Tar Default Public View Online amp Offline Global Maps 7 Phone view Public View Online amp Offline Calendar Entity Hubs Seattle Accounts Public View Online amp Offline Events amp Reminders Color Theme SharePoint Google Process Flow Entities Account 3 Forms E Views i Charts Fields Indexes Address F Announcement lt Appointment 2 Article 4 gt Required minimal Mobile CRM version 7 4 To make the Redmond Accounts as the default view tick the Default Initial View checkbox If the default view is not set manually Mobile CRM will apply the alphabetical key The option Hidden Hide in view selector can be used when you are creating a view that will not be shown in the list of multiple views in the Mobile CRM application It can be used for example for a filtered lookup How to create one will be shown in the Advanced Topic section at the end of this manual You can also set whether a view is created for Online and or offline mode so you can defin
110. ccessories and Kits Activities O95 f Bike Boutique Calendar 3 a s a DPS Bike Dealers Association 2 Contacts Bike Products and Accessories Bike Universe i Leads 7 UO UOS Bike o maniac store Opportunities List of Opportuewti Bikes unlimited Quotes RD ead cus Black Sports Goods Orders Blue Bicycle Company Invoices Bold Bike Accessories Breathtaking sports goods Appointments eo lt Account a ae Gor gle Big Time Bike Store Cortact Us Faed Geer Bikes Custom Dicycie Pag Soot kes wot Oe oo woos tot Pere 67 P00 Mondi oe 5 lor Mortar Tere Ackirwee Gag Soot Bites bigtime sport bike anc sk n Mas ofon hore a Dgare w 3 Taree Ts pepe bg mme hort ho A a cher r aena eter cel Ir ie Arre Oe Arras haaras A Geren e wwa Writ wor Farr Farel Peretti UE ee gire ty ere grotlartage Jen Big Time Crises Geach Cee Ukes mod Acoessores for Mon e jame ree Be Tee woes Top YD Neanore te ice a Beach Creer Beyce Big Tine a ome Armer or ef r pore one upt Big Timne Casos Curthe KS Bike Shop Facebouk wah eee ng Te r Dy Tee Cusen Oane O 20 ees 2 taking adaa ee Wet ue oni a mwa Japira r anera iian Gag Tene Cartes e o ha hap Ps marah y 7 Bo Tere Cuman a bot a orire bhe riore m s o oos bhs shop Pa uram ey reaa r beach corar rys Chrome NYC Dig tiene SF bike oar gets an NY home Thriliat Fe a gie Cente atone ty bhe henry hkr w LO Oroa NY Ie We Content coy on g
111. ceaks E Ueic easier ie A a bearers 16 I2 SC UITICY PONG nse ee ates ursutae testes be sero a E eer ec es esta eeioh ates etieaniee eae 17 3 2 2 Delad Securty PONCY nsin a a E A eivtnieedemanewmaemen 19 Bio MODISE USE Seann a a a a r a a a a A 20 JA LOCINZATIONS reier N E E EE E E E AN 20 K COCO MVS soia a a aa out eae NN 25 Be WG OCIO aean aa T E E A O N O OA 25 352 TOO Dah nanen r E aus ceau tins anes twndasacontaats erceaebneaneetors 26 Dip DAW SAL E AA AE EETA AEAT EE EET AEA EEA EAT 26 EAEAN 1 E EEE PEE A E AA AEE AEE A TE AIA EE PEE AA E OLEE AEEA AA er ee 28 SOLN N RelAtIOMSINS aoee e sacs waacesaceecstensuauecansaieie wanagccaatnalesemmeuianecastewtones 28 3o Doe Ona a A a E a A sad 29 IOON en eee E EA a ae oe ear ce ere ee ces 30 SAPON Ci vcisicconveersssa nunecanstasaswsenunacouseseas ssa gusanauenavecnsisunasuntaauca son manana nanaestenusavensasee N 32 3S SCIES shsavkcohcn asians poove E nsiaws alovi cond onatowt a oe mbasia wea tucued asin ctcaks 32 ZILOL riae eclrec scald divas a eas bet N tacit we op Cy ove welt cafod es cra cereale wt N T E uate 34 BOO caictsatereta tana a A tes eectanen oanibson nese acts 35 2 RESCO MOBILE CRM WOODFORD USER GUIDE A Creatine a CUSTOMIZATION arnoia E ES 36 AA Creatine a NEW Dl Ol eC Gsiiwstescaceiaw ev caiincsteine einai oneaeeie es a ncaa es ee a aac ee ieee 36 42 Feld ieee pie etter Meta esa rete erste aa tection te cease du cate eee alt ante eed ances cee cent uae eek 38 4 2 1 Best practice wh
112. cecccaeeseeeceeceseueeseseceeeeeaaas 141 ANT COMO MGIC S ena gelesencetune sbi celine a a co ht Aletta tale Si naa banshee culita Atel nteectaelint 142 A 18 SharePoint Atec raons a a a ease eine adeteeaes 145 4 19 Business Process Flow CRM 2013 and later cccccccccsssseecccceeessececeeeeseecceeeeeeeeeeeseueneceeseeeeees 147 A2 OF AVO ES aaa a E r a aa S 149 A2 WER WORT ra Oea a E ante ei a 151 A2 Ml GOO IE GM W oaa taetoanen teas aaeaneaicna a eaeees eiseucagnaeesannptene Ga ceanareoeeees 151 AD 12 EXCH ANE NCI all sh cloesssanecauetcadeeloaacscaieues AS 155 SAVAN CA TOD Cement mea atte te ne T ee ee ee ae ee eee ae eee eee eee tee 158 Del PILE OG LOOK UD errn dudes acsavnaatesacndsoacarninc ocdecesd ence a E 158 52 Barcodescanner TUMCTIOM ANILY eeann m a a sa taverns a a a A 163 5 3 Examplesol advanced ODTONS vrese a e e E A A debe deceives 165 Di oo LsLISE GIG Form VAS OS ien a a a a a a 165 53 LTAvalable Or CRM 201I and 2013 apir E E E 165 5 5 1 1 1 bist View picture TOmnNOtE criara E 165 SLL Edit Form picture from Note incon 032s ssi chiaceauiacSetatenihanaee IeeeisiceageerbeiSine evidences i eaeaeee 170 D558 2 Available TOF CRM 20I OMY steccsoicccetst aa r a r A 172 5 3 1 2 1 Entity image On VIEW minio ape etnias eh ie 172 5 3 1 2 2 Entity image on Contact Information FOM ssssssssssesesserssrreresrrressrereserresseeresereesseeee 173 Deo 2S ENV IIMASE on Edit ONTicenas e A N 173 SSA CUSEOM VIED PIN Sa aaa aO A
113. cending or descending order entity orderBy createdon true First sort by creation date newest first entity orderBy name false First sort by name ascending sort If you want only specific entities of given type define the filter or group of filters that will be applied on the result set If you want to retrieve only those accounts tha t are from Boston and are active you call the where function of filter object entity filter new MobileCRM FetchXml Filter create filter for entity entity filter where addressi city eq Boston get Boston Accounts entity filter where statuscode eq 1 which have Active status First parameter is name of the field second parameter is operator and third paramter holds value to co mpare with List of allowed operators is eq equals ne not equals It less than e le less or equal than gt greater than e ge greater or equal than like check if field contains specific string you are allowed to use wildcard not like opposite of like operator If you need more complex filter you can use the MobileCRM FetchXml Filter object Filters could be co mbined In other words each filter can contain several subfilters that are linked by logical AND or logical OR operator For example let s create a filter that will return all active accounts from Boston and all accounts from New York no matter if they are active o
114. change This way you don t have to worry about getting the names of the folders or the structure of the folders wrong Please note that different devices have different screen capabilities and therefore there are different directories for them like the Platform option in Images section in Woodford when adding a new image RESCO MOBILE CRM WOODFORD USER GUIDE 129 e MonoDroid Android devices e MonoTouch iOS iPhone iPad e Windows Windows Tablets e Windows Mobile Windows Mobile e Windows Phone Windows Phone Example You want to place the image to the home section of the app you need to place the image file into the subdirectory Home to the MobileCrm zip file Then names and sizes of the actual pictures have to follow existing ones as they differ per platform In this example case we will add a picture for the iOS If your users use newer and older iPad iPhone devices you need two sizes of the image this is because the older apple devices have screens with a smaller resolution Android devices are also divided by LDPI MDPI HDPI XHDPI according to the resolution of the app you can regulate this in the Android app s setup That s why you will need a small and a large image version that has a suffix 2x e g account 2x png Please check the dimensions of existing images for the reference Also the Tabs directory can be interesting for you if you want to change the images of the associated views The
115. close the View open the Account s Edit form and add the Primary Contact field to the form Q Form Default d wW B aoe l Move Down Save Save amp Add Add Close Spacer x Delete Gave Fields Properties Designer Binding pnmarycontactid peee Account Name Style Normal Primary Contact Objects 4 Form General Address 4 Navigation Notes List E mail Main Phone Fax Web Site Currency Price List T Properties Pi Edit Styles WJ name emailaddress1 primarycontactid telephonel fax websiteurl transactioncurrencyid defaultpricelevelid 1 2 Field Explorer Address 1 Street 3 Address 1 ZIP Postal Code Created On Currency E mail Fax Main Phone Modified On Owner Price List Primary Contact Status Status Reason Web Site Now click on the Properties Check the Account s Contact Lookup view to be available for the Lookup and set it as default view for Lookup 162 RESCO MOBILE CRM WOODFORD USER GUIDE Select Lookup Views Name Type Initial View Contact W Default Public View El When you now save the form and publish the project when you now attempt to choose the Primary Contact for an Account you will only have to choose from the Account s contacts not from all contacts You will still have the possibility to change the Lookup view to the default one with all contacts unless you uncheck the Default View from the Primary Contact
116. con amp Label v Name name z Width Normal v Height 2 X Created On createdon _ mm When you select a field on the form designer you can also select the Style that the field should use You can choose the default or your own custom styles To create and edit custom styles and to edit the default styles use the Style Editor 4 5 2 1 Advanced filtering On lookup fields and associated lists you can specify views to be used for the item Just double click select the item and click on Properties on the item lookup field on associated list on the form and select views that will be used 72 RESCO MOBILE CRM WOODFORD USER GUIDE Select Lookup Views Name Type Initial View a Currency C Currencies Public View O Default Public View W Asian Currencies Public View E Reset ee All ilici It is also possible to add additional filter that will be combined with the used view s filter This can help you narrow the results E g when you want to assign the primary contact to an account you do not want to have all contacts listed you only want to see contacts associated with the account already You can create a filtered lookup view section 5 1 Filtered Lookup or in this case click on the Filter and add additional condition that will be always applied to Primary lookup field RESCO MOBILE CRM WOODFORD USER GUIDE 73 Edit Filter Q i Required minimal Mobile CRM version 7 4 Filter dh Add
117. d Latest Zaj Publish All validate Configuratior All v Mobile CRM Configuration ZHome Wal Dashboard E Social Branding F Auditing Images Offline HTML Localizations Configuration Global Maps Calendar P Entity Hubs Events amp Reminders Color Theme SharePoint BE Google Process Flow eB Entities 4 Account 3 Forms Ej Views aa Charts Fields amp Indexes a 132 A Name 4 User Experience Allow Advanced Find Allow Form Resize Audio Video recording quality Capture Photo Size Client Customize Duplicate Detection Enable List Buttons Flexible Forms Full screen Forms HTML Email Incremental List Search Save Signature As PNG Show Personal Events Lock Value True True Medium Default True Disabled False Default Value True True Medium Default True Disabled True False False False False False Required minimal Mobile CRM version 7 4 Search E Whether the r can use Advanced Find and create custom pers Whether II the user to toggle form s full screen mode The recording quality and file size for audio or videos taken in 1 The default photo size for photos taken in the app the mobile use hide entities Whether to use duplicate detection when creating a new record ether to sho st row buttons hether
118. dit Entity Icon 32x32 Mobile Audit Entity Icon 48x48 Mobile Audit Entity Icon 66x48 Mobile Audit Entity link Mobile Audit Load HTML Mobile Data Entity Icon 16x16 Mobile Data Entity Icon 32x32 Mobile Data Entity Icon 66x48 Mobile Device Entity Icon 16x16 Mobile Device Entity Icon 32x32 Mobile Device Entity Icon 66x48 Mobile Project Entity Icon 16x16 Mobile Project Entity Icon 32x32 Mobile Project Entity Icon 66x48 Mobile Tracking Entity Icon 16x16 resco_MobileCRM Goodgl resco_MobileCRM MapIFr resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM LogEnt resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile resco_MobileCRM Mobile Type Script Script Web Page HTML PNG format PNG format PNG format PNG format Web Page HTML Web Page HTML PNG format PNG format PNG format PNG format PNG format PNG format PNG format PNG format PNG format PNG format Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Managed Customizable of 29 1 selected Resco MapLoade User form IFRAM Resco MobileCRI Resco MobileCRI Resco
119. dressTypeCode Option Set gt v Update B Team Address 1 County Addressi_County Single Line of Text Address 1 Fax Addressi_Fax Single Line of Text Fi Territory Requirement Level gt S amp S unit Address 1 ID Address1_AddressId Primary Key System Required Address 1 Latitude Addressi_Latitude Floating Point Number Options Read Write 0 Administrative 1 Address 1 Name Addressi_Name Single Line of Text Read 2 Support User 3 Non interactive 4 Address 1 Longitude Addressi_Longitude Floating Point Number Address 1 Post Office Box Addressi_PostOfficeBox Single Line of Text Address 1 Shipping Method Addressi_ShippingMethodCode Option Set Default Addronn js LDC Fann Addronni LDCZann Cinal Lino of Toxt 0 Description Tyne of user RESCO MOBILE CRM WOODFORD USER GUIDE 31 3 7 Profile When you connect Woodford to you CRM environment for the first time you are asked to fill in the profile information This information helps us to identify you when you need our help If you made a mistake at entering the information or you need to change anything you can do so in this section ra Required minimal Mobile CRM version 7 4 Profile Administration Profile Mobile Projects Security Fill in your contact details below These details help us to provide better quality support and track your support cases Please make sure that you entered a valid email address Otherwise we will be not able to ans
120. e different views for these modes Also there is a possibility to apply the entity Sync filter for the View in Online mode to decrease the amount of the data that will be downloaded This is done by checking the Use Sync filter in Online Mode checkbox in the properties dialog RESCO MOBILE CRM WOODFORD USER GUIDE 63 Edit Properties EX Name Phone view Type Public View 5 Default W Initial View Hidden _ Hide in View Selector Mode Online amp Offline 7 Sync Filter _ Use Sync filter in Online Mode 0K Cancel And here is the outcome in the Mobile CRM App By selecting the different view we will have access to different data 64 RESCO MOBILE CRM WOODFORD USER GUIDE MobileCRM Accounts Dashboard Quick Oveniew AS San Marino Ct Default Baa Batlinghan Bike Experts Map 2472 Alexander Piace Redmond accounts 95626 West Covina View Eniities on a Map Bike Products and Acces 1 noes S85 May Woy Seattle Accounts 2031 i Wallin Activities HE MAIE Walley List of Activities ike Universe SAT ee Bright Aui Advanced Find Saas Round Fick Appointments Bike o maniac store List of Appoainernts OO qi 1308 Yorba Linda Eg Calendar Bikes unlimited Agenda amd Calendar S200 Margaret Ct fre Ganttle Black Sports Goods Blue Bicycle Company Contacts 1285 Gncerto Grele S502 Likes Daveti List of Contacts Bold Bike Accessories Leads 1224 Canyon Road as Tipai List of Leads Breathtak
121. e To change the display name of the tab if you want to use spaces and characters not allowed to be used in file names after making the tab name unique go to Localization section Open the language for which you want to change the tab name Go to Customized App UI section expand it search for Account form because the tab is located on the account form and look for the name of the tab Or you can search for account detailview contactsonaccount and change the text in project column Please bear in mind that the space for the tab name is limited so rather short name should be used 194 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 4 Language English United States Edit Project Z Edit Organization ap Add TG us t 4 Restore Organization A Delete ct I Show English ave Import Export I Show Organization 4 Customized App UI Search 4A t i mores Id Project Organization English Views account DetailView Address Address Address Address Forms account DetailView Contact Info Contact Info Contact Info Contact Info Charts PER account DetailView Contactsonaccounts This is where you change the tab name Contactsonaccounts Contactsonaccounts ivity as account DetailView General Genera Genera General Activity Party E Appointment account DetailView Map Map Map Map Case Contact Currency Discount Discount List Email Invoice Invoice Product Lead Note Opportunity O
122. e External user manually in CRM before a user can synchronize the app Direct User can create a new External user using a registration form after selecting Register User on Mobile CRM s Sync dialog a record will be created directly on the CRM server Web Service Same as Direct method but data from the registration form will be sent to the Web Service that you want to use for creating the record Please contact us if you want more information about this option Email Same as Direct method but data from the registration form will be sent via an Email When you change the Registration Method to Direct Web Service or Email Edit Registration Form option shows up Click on it and you can set up the registration form You can place any field from the Authentication entity there Of course the User name and Password field should be there as well Do not forget to add the field used as Customer Lookup Field that will set up the parent record E g 186 RESCO MOBILE CRM WOODFORD USER GUIDE Move Up Pers Required minimal Mobile CRM version 7 1 Form External User Registration E Move Down Add Add Field Spacer 2 Delete Fields Actions Designer 1 1 5 Field Explorer Account Name Account Name account name AccountIdName Full Name fullname AccountIdYomiName Address 1 City Job Title jobtitle Address 1 Country Region Address 1 County E mail emailaddress1 Addr
123. e Validate Process for selected process or use Validate All Processes This will check if fields used by process are enabled on the mobile project If you will see the list of fields that are not enabled you can simply use the Enable Process Fields button 148 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 1 Project SalesApp Evaluation expires on 24 aprila 2014 b Publish Version Validate Process IP Latest Z Validate All Processes Publish Save All Validate Enable Process Fields Publish Process All gt Business Process Flows ZjHome gt V Enable Business Process Flow on Mobile Devices 3 Dashboard E Social Branding Name Primary Entity Logical Name Report i Lead to Opportunity Sales Process Lead lead OK Field opportunity parentaccountid is not Enabled Field opportunity description is not Enabled Field appointment processid is not Enabled Offline HTML Field appointment stageid is not Enabled Auditing Images v Lukas Lead to Opportunity to Appointment Lead lead Localizations _ Opportunity Sales Process Opportunity opportunity 5 Configuration i Global Maps E Calendar E Events amp Reminders Process Flow 4 Entities fe Account Z Activity Address ju Phone to Case Process Case incident _f Announcement C Appointment 2 Article 4 Article Template J Business Unit Campaign Campaign Activity Camp
124. e device Please bear in mind the capacity of mobile devices In this example we set up a Sync Filter for opportunities that were created within the last 120 days RESCO MOBILE CRM WOODFORD USER GUIDE 39 Q Project SalesApp Publish Version Enable version 7 10 pisable Publish All validate Publish Required minimal Mobile CRM version 8 0 a_z entity A Duplicate Detection Rule tl Display Name Opportunity Potential revenue generating event or sale to an account which Duplicate Rule Condition Seale Opportunity needs to be tracked through a sales process to completion gt b4 E mail Mode Online amp Offline v gt siE Mail attachment Conflict Strategy E E mail Template Permissions IV Read Write Create v Delete g Facility Equipment Advanced Properties _ Include Lookup Labels Incremental Linked SyncFilter Project Default v Q Fax Fields Search Field Properties Filter eisai Display Name a Name Type Permissions Permissions s Goa T F Account AccountId Lookup R aj V Read E Goal Metric Creat x B I Account ParentAccountId Lookup RCU ns gt Invoice Update gt Invoice Product v Actual Close Date ActualCloseDate Date and Time RCU Lag V Actual Revenue ActualValue Currency RCU Requirement Level gt Qj Lead Actual Revenue Base ActualValue_Base Currency R None Lead Address WV Budget
125. een size of a mobile device 46 RESCO MOBILE CRM WOODFORD USER GUIDE Create View Ex Name Competitors Type l Public View oan Template empty z Hidden empty Primary 2 Secondary Primary 3 Secondary 2 Primary 2 Secondary Firstly will add the fields to be available on the Field Explorer by clicking Select Fields in the Menu Bar and in our case select all of them Select fields show all the fields available for the mobile device not only for the View but also for Sort and Search The selected fields appear in a list on the right You can also disable fields that need to be enabled for synchronization but you do not need to add them to View to make the designer tidier RESCO MOBILE CRM WOODFORD USER GUIDE 47 Select Fields a Competitor V Address 2 City V Address 2 Street 1 V Competitor V Created On vV Modified On V Name gt _ User Created By gt User Created By Delegate gt _ Currency Currency gt _ User Modified By gt _ User Modified By Delegate If you want to have more fields you need to enable them in the Fields option under Competitor Entity Then selected the left bottom cell in the blue rectangle and double click the City field in the list on the right to add City field do the same with right bottom cell and add the Street field press Save amp Close when finished Note If you want to search using a wildcard use
126. ement and element s sides in the designer Kind You can set the selected element as Text field Image or Map Pin that will be used in the Map view How Image Kind works When you select a field to which you change the Kind to Image the field s value is taken as the image name So e g if you set the status code field as Image and you add the icons of the different status codes to the customization the icon on the view will change 50 RESCO MOBILE CRM WOODFORD USER GUIDE according to the record s status code Also please see the Form Style Editor s Folder description for more information How Map Pin Kind works When you select a field to which you change the Kind to Map Pin the field s value is taken as the Map Pin image name So e g if you set the status code field as Map Pin and you add the icons of the different status codes to the customization the Map Pin icon on the map view will change according to the record s status code Also please see the Form Style Editor ImageCell Folder property description for more information Binding Please check the following section 4 5 2 for more information Style you can select the style that will be used for the selected element The designer will also preview the selected style You can also create your own styles or adjust the existing ones using the Style Editor button in the top toolbar 4 4 2 Binding You can define what will be used as Field Data in a view elem
127. en disabling field ccecccccsseccceesscceceesececcesececeeeseceesuececseneceesensecetsenesss 39 O23 SCENES UP a SVC RIN ha istatetsticnssasticcatl A 39 ASA IMKOOUSVING TILE Sera neers dchosasacsceerauassevsnud oaveessdaduesnediaveeas dasew eed saneoded dees pusanaeauaneevenomevdaeeaees 41 McG VIG WS osien a acseesanbne tava badaesteseaceeus becdanteaisen a ideas EON 43 4At reaime a web 1 2k oer eRe ocd rece Ra or 46 AAD BINON E orn veercstarccascasceuanctaiacheie ioamech ae T N 51 AA SVENS tiVe Edt Orena a a a a a A eal eee culleGe 54 4 4 4 Additional View Configuration cccccsseccccssseccccseccceesscceseusececseeceeceusccesausececsueeceesensecesseneces 56 44S VUE WOW S cornea a stag eGrastaccamancneabaatesaanaausaasvenuaceueaasvassmsunan nes sagis A 59 AAO ROW SCHIDUS coaaseviaa nds aatoria taveunicdnate e lankerbi devia aamievia andi Mes aoe nie oataas 65 4 4 7 Best practice in renaming a VICW csccesecescceseceseceseccseccseccsecteececcaeeseeseeseussesscesecessceseeeaes 68 AFO Cr CAOIN Eirionn EE E R E TEE E E ER 68 4 5 1 Contact Information FORM ceee E E a t 69 ASLE OE Ogle tei cute ose T E O OAE EE O EES 69 A52 t Advanced TILER ING ciis a E E A 72 AS 2 2 FORMATE ODUONS cicanvsbvaaivcst oh cevescud a ana a a aaa a ana 74 4S o FOr Se 10 12 ganar mere tee rie ne ao E A E a 75 ASA Additional Form ODJCCUS sci dasae des Soaieas n des tbanwua ud duseievate tien duds cestietwan wi du ddecnabetinewcandes 76 DF at ele
128. ent entity field When you add an entity field on the view by default Binding is set to Value and you see the entity field s name in Binding s field data This way the field s data are shown in standard way so that you can see the value of the field in Mobile CRM app Q View Account account Accounts E lal beds BexX Z SEH Save amp Add Add Add Required minimal Mobile CRM version 7 4 Mr Sr Bs prli Save Delete Edit Buttons Select Edit Edit Edit Copy Add Clone De Close Image Map Pin Styles Fields Filter Sort Search Design Row Row R Gave Cell Query Rows Properties Designer iu j1 5 Fields Explorer Default Address 1 City J Row Address 1 Country Region Name Default Address 1 County s Width 240 Address 1 Fax Height 40 ddress 1 Latitude Design Size 3 id Longitude Selected 00000000 Address 1 State Province Cell Address 1 Street 1 Left 107 Account Name Address 1 Street 2 Top 15 Address 1 Street 1 Address 1 City i Address 1 Street 3 J Width Address 1 Telephone 2 Height Address 1 Telephone 3 Kind Address 1 UPS Zone Style z Address 1 ZIP Postal Code value Address 2 Address Type Binding Address 2 City pit Fiel d Data Il by 5 PX Competitor by Opportunity bd cell by 1 PX Created On selected cell by 5 PX 4 L Durrernr RESCO MOBILE CRM WOODFORD USER GUIDE 51 E g when you have an Option set field o
129. equired minimal Mobile CRM version 7 4 Project My first test d Publish Version Enable Lg Version 7 30 v Disable Publish All validate Publish Entity All v Entity Campaign Activity lt gt Sales Liter a Display Name Competitor lt gt Product Association between a competitor and a product y Campaign Response ne Sar offered by the competitor es Literature C Mode Ta ia Case Conflict Strategy Server Wins F Case Resolution Permissions IV Read W Write V Create W Delete 4 amp Competitor _ Advanced Properties Include Lookup Labels 3 Forms Fields Search All v Field Properties E Views gig Charts Display Name a Name Type Permissions Permissions E Fields v competitorid competitorid Lookup R IV Read Indexes productid productid Lookup R Sresi z Update Competitor lt gt Product Connection 6 Connection Role Requirement Level None 8 Contact i Lookup Targets Contact lt gt Lead s tn Competitor Competitor Contact lt gt Order Description 2 Contract p 2 Contract Line ej Contract Template ca Currency CustomEntitv v gt 2 2 Selected Then you can add the Products list to the Competitor s edit form And the Competitor list to the Product s entity Then you can add competitors to the products on the Competitor s tab 3 Required minimal Mobile CRM version 7 4 Form Competitor competitor Default E ld s B hae em A FB ft ld k fy 25 E G
130. er Localizati u My first test 100 1 12 2015 1 49 27 PM True Standard User Geocoding i Sales 10 1 12 2015 2 19 17 PM True Standard User Plugins Maintenance Settings Profile Logs About 3 2 Security Security shows the list of devices that are synchronizing with your CRM and additional information about the State Ok Locked and Wiped Device ID Device OS and Version of the Mobile CRM installed on the device Lock Wipe and Force Full Sync checkboxes User name that was used for the last synchronization and the date of the last synchronization If the Lock checkbox is enabled the device will be locked and the application will not be usable If the Wipe checkbox is enabled the device is wiped out the local database on the device the server URL and user credentials are erased If the Force Full Sync checkbox is enabled at the next device s synchronization the full sync will be performed After a full synchronization this checkbox will be disabled automatically Note In case of Android and iOS platforms for the Lock and Wipe the push notifications are used and the device is Locked or Wiped out immediately or after application start if there is an internet connection available on the device Other platforms require performing synchronization or changing the Security policy If the Force Full Sync checkbox is ticked at the next device s synchronization a full synchronization is performed so the latest data from the data
131. ers get a perfect overview of any record at a glance 1 In project s Configuration section enable the use of Flexible forms if it is not enabled the old UI using tabs is applied In this section you can also set how the form will be displayed by default whether it should be opened full screen or in one column This is a tablet only option the form is always displayed in one column on phones 98 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 4 Project Testing project a Publish Version IP Latest A Publish Save All validate Publish All v Mobile CRM Configuration Search j Home E g Name Lock Value Default Value aaj Dashboard E Social 7 Enable List Buttons False v True Whether to show list row G Branding Lea Auditing Flexible Forms Ei Images Full screen Forms Offline HTML Localizations HTML Email False v False Whether to show emails Configuration E Global M Incremental List Search _ True v True Whether to filter lists aft bi Global Maps Calendar Save Signature As PNG True v False Whether to store signat Entity Hubs P Events amp Reminders Show Personal Events True v False Whether to show person Color Theme m Sh Point Use CRM Email _ True False When sending emails usi arePoin ra EJ Google 4 lice Reminders Falee Falee REGS IG ASS Sarees og 4 k 2 For each entity
132. ess 1 Fax password new_password Address 1 Name Address 1 Phone Address 1 Post Office Box Address 1 Primary Contact N Address 1 State Province Address 1 Street 1 Address 1 Street 2 Address 1 Street 3 Address 1 Telephone 2 Address 1 Telephone 3 Addenna 1 IIDC Fann 4 b This is how the sync dialog should look like for the above shown setup RESCO MOBILE CRM WOODFORD USER GUIDE 187 User Mode External Portal User Url external User Name External user Password Save Password Register User And this is the Registration form when you click on Register User 188 RESCO MOBILE CRM WOODFORD USER GUIDE Register User Account Name Full Name Job Title E mail password 5 3 4 Appointments on Global Map Appointment entity does not have GPS fields In a situation when you want to show records on a Global Map according to position of their parent records like appointments or service activities you can simply add parent s GPS fields on the appointment s view Go to the view that you want to use on the Global Map Click on Select Fields button expand the Account Regarding and select its GPS position fields RESCO MOBILE CRM WOODFORD USER GUIDE 189 Select Fields Appointment edit crm V Status v Status Reason v Subject gt _ Account accountid gt _ Currency Currency gt _ Team Owner gt _ Business Unit Owning Business Unit
133. f Step Command IsEnabled Assign True v ba On Execute rule defines the actions that the command performs You can specify what will be performed by the command when user initiates it It can be filling some data hiding fields etc _ Rules Editor Required minimal Mobile CRM version 7 4 Command Execute Search Syntax version F EY Undo J Delete Paste F Add Step dP Add Variable Us iy L Latest 7 Y Redo ES Copy tp Add Condition ifs Add If Otherwise Save Save amp Disable im 3 Export Import Close Syntax Check Rule i Deselect Cut FP Add Say Text P Set GPS Position XML XML Close Steps Xml gt Shared Variables Branch Command Execute a F if Command Name Equals custom_Testcommand Say Text Testcommand Choose Vaniable F otherwise if Command Name Equals custom_Commandtest Say Text Commandtest Choose Variable RESCO MOBILE CRM WOODFORD USER GUIDE 85 4 5 4 6 1 On Can Execute Example A simple example is the Update GPS command on the Edit form s Address tab Like users should not change the GPS position of a record that already has the GPS position set So you can hide this command in such situation 4 Resco Woodford v8 1 2 0 o x Rules Editor Required minimal Mobile CRM version 8 1 Command Can Execute Search Syntax version g Wf Undo X Delete Paste P Add Step dB Add Variable us i 5 ml x Latest Z K Redo By Copy
134. f Otherwise US E dp A U c St TG qP Add Step Latest Redo E gt Copy p Deselect Ps Cut 2p Add Condition dP Add Variable Save amp Close Save Export XML Import wy Syntax Check XML Enter Descnption an v if Entity EntityName Equals Appointment Step Color Assign FFOOOOFF Step IsReadOnly 4 otherwise if Entity EntityName Equals Task FFFFOOOO bs Step Color Assign 4 16 Events amp Reminders This option defines how to show personal events in app s calendar or show CRM events in device s native calendar available for iOS 6 0 Android 4 0 For other devices only reminders of the CRM events are available 4 16 1 CRM events in the personal device s native Calendar To display MobileCRM events in a Calendar app on the phone tablet go to Woodford s new tab called Events amp Reminders RESCO MOBILE CRM WOODFORD USER GUIDE 139 Home Entity Name a Integration Options Eal Dashboard Appointment Reminder Only lel Social Task Reminder and Sync with Calendar i Branding Eg Auditing E Images i Offline HTML Q Localizations Configuration Global Maps Calendar i Events amp Reminders Theme QD Process Flow a Entities gt Account Account lt gt Lead In this tab you can define which events will trigger reminders as well as which will be displayed in the personal app Every event type entity has following integration opti
135. f the primary ce a b Next step is to create a new Lookup view for the Contact entity Let s name it as Account s Contacts We can also select the Hidden option so that it will not be shown in the view selector in the Mobile CRM application Add any desired fields to the Primary and Secondary fields RESCO MOBILE CRM WOODFORD USER GUIDE 159 Name Account s Contacts Type Lookup View Template Primary 2 Secondary Hidden Fi Hide in View Selector Now open the Edit Filter add a condition select the Parent Customer field click on the Enter Value field and click on Set variable on the toolbar Set variable is only available on the Lookup View Filter Now select the Account row with Accountld Primary Key 160 RESCO MOBILE CRM WOODFORD USER GUIDE Select Field Lookup Source Entity Account Display Name Name Type Account Accountld Primary Key Currency TransactionCurrencyld Lookup Owner OwnerlId Owner Price List DefaultPriceLevelld Lookup Primary Contact PnmaryContactld Lookup The condition should look like the one on the picture bellow Edit Filter Filter dh Add Condition 3X Delete f Group AND Set Variable TE uS dP Add Link t Group OR Clear Variable Save Save amp Import Expor Close Select Deselect de Ungroup XML XML Close Query Variables Data Parent Customer Equals accountid ae RESCO MOBILE CRM WOODFORD USER GUIDE 161 Save and close the Filter save and
136. file and import it into the Microsoft Dynamics CRM 2011 2013 amp 2015 Download for 2013 amp 2015 Standalone application Install Please press the install button to install the MobileCRM Woodford application to your desktop computer By clicking the link http www resco net mobilecrm woodford html you have two options Download or Install Resco Mobile CRM Woodford Note Woodford integration by importing the managed solution file is not available for Dynamics CRM 4 Imported solution or standalone Woodford application is available for CRM 2011 and CRM 2013 2 2 1 Download and Import of the solution file Download option will download the Woodford solution file which can be imported to your CRM organization and you will be able to run Woodford directly from CRM Settings section In some cases this option helps overcome some authentication problems that you may encounter when using Standalone version 2 a Resco MobileCRM Woodford v7 4 3 0 Microsoft Dynami RM 2011 2013 amp 2015 Integration Download for 2011 To integrate the MobileCRM Woodford application to the Microsoft Dynamics CRM environment please download the solution file and import it into the Microsoft Dynamics CRM 2011 2013 amp 2015 Download for 2013 amp 2015 Standalone application Install Please press the install button to install the MobileCRM Woodford application to your desktop computer Required minimal Mobile CRM
137. first entity orderBy name false First sort by name ascending sort entity filter new MobileCRM FetchXml Filter entity filter where address1_city eq Boston get Boston Accounts entity filter where statuscode eq 1 which have Active status var linkEntity entity addLink contact parentcustomerid accountid outer linkEntity addAttribute fullname var fetch new MobileCRM FetchXml Fetch entity 200 RESCO MOBILE CRM WOODFORD USER GUIDE fetch execute Array function res DisplayResults res function err DisplayResults err null 7 2 Creating and Modifying the CRM entities using JavaScript Bridge If you want to create or modify entity use the MobileCRM DynamicEntity object Creating and modifyi ng entities is pretty straightforward To create a new MobileCRM DynamicEntity call the static function MobileCRM DynamicEntity createNew entityName var entity new MobileCRM DynamicEntity createNew account If you want to modify existing entity pass the entity primary key in second parameter var entity new MobileCRM DynamicEntity account entityID Next add properties of this entity To do so set the value of the entity properties array on specific index Index is represented by the name of the attribute field entity properties name Martin Sometimes you need to add reference to another entity To do so add new property of object type that contains
138. form you can set its specific layout a Flexible Form option Project Default Form is displayed in old or new UI depending on Flexible Form option in project s Configuration Enable Enables the New UI Form Disable Form with tabs will be used b Layout Applicable for tablet devices when form is in full screen Single Panel Form is displayed in one column all items are bellow each other like on phone devices 2 Panel Auto Right or left panel covers more space depending on the content which panel has more items on it 2 Panel Left Left panel is larger 2 Panel Right Right panel is larger c FullScreen Project Default Form follows the project s setting Enable Form is opened in full screen Disable Form is opened in collapsed mode like in old UI d User Resize Project Default Form follows project s setting Enable User can resize the form switch to full screen or to collapsed mode Disable User cannot resize the form RESCO MOBILE CRM WOODFORD USER GUIDE 99 Display Options as Flexible Form Layout 2 Panel Auto v Full Screen Project Default z User Resize Project Default z 3 Each form s item can be further configured a Side Set whether the item should be displayed on the left or right side By default the detail item where you can add entity fields is set to be on the left side and associated or unrelated list is on the right But you can rea
139. ged Failed All shows all records 26 RESCO MOBILE CRM WOODFORD USER GUIDE New shows those records which received the GPS coordinates after geocoding after the Find position button was activated and didn t have any prior GPS information green font color Changed shows those record which GPS coordinates have been updated they had GPS information prior geocoding blue font color Failed records which have failed to geocode red font color Empty Lat Lon records which have no GPS data prior geocoding red font color By clicking on the i button you can open a detail view on the record Road Aerial Z a Univ ity aS 3s 100 Red Oak Lane Dallas TX 20313 ner 2 Lat 32 75572 Update Si EXPOSITION PARI Lon 96 80871 Address s m See re l n p gw gt f Pj Waye j FSR PA Previous Position Singleton Bivd A MUNGIE G Results Search p went y e y SY Ca Oak m og i y i gt mG East KESSLER PARK Lor hn oe S ON Ceme g IA me X G N WHEATLEY F l S W Cola 4 Blvd ss A i S a gt A f Trinity River A c3 gt Park AA KESSLER PARK i gt KIDO SPRINGS j K 5 qo MOP Lane Cure Ble ath s F W Davis St 180 354 E OD Ki WINNETKA Poi y 310 if r ae f HEIGHTS P a nP Sa X f 2 i 5 W 12th St E aS T g gt 4 n 77 R a 2 c if Ga G o T BECKLEY Ciue G co yi ESTATE
140. get Language and the Template language that will be used as a source 20 RESCO MOBILE CRM WOODFORD USER GUIDE Add Localization X Language French France v Template English United States v OK Cancel Now open the created language from the list of Languages In the first column there is the field s Id name in the second one Organization are the field s that are or need to be translated RESCO MOBILE CRM WOODFORD USER GUIDE 21 Languages Edit F Properties New Localizations Administration Mobile Projects Security Mobile Users Localizations Geocoding Plugins Maintenance Settings Profile Logs About X Delete Activate Deactivate Languages Language Arabic Saudi Arabia Catalan Catalan Croatian Croatia English United States French France Hindi India LCID 1025 1027 1050 1033 1036 1081 Template 1051 Slovak Slovakia 1049 Russian Russia 1049 Russian Russia 1033 English United States 1033 English United States 1042 Korean Korea Required minimal Mobile CRM version 7 4 A Refresh In the English column there is the original English text for review It can be turned off by unchecking the Show English checkbox on the right top part of the screen 22 RESCO MOBILE CRM WOODFORD USER GUIDE Q Language French France j Z Edit Organization I Fl Restore Organization Save All Entities S
141. gt _ Team Owning Team 4 Account Regarding Account _ Account Main Opportunity _ Account Name _ Account Number _ Address 1 Address Type _ Address 1 City _ Address 1 Country Region _ Address 1 County Address 1 Fax v Address 1 Latitude v Address 1 Longitude atjdJj 4 st Save changes and go to Global Map You can double tab on the map item where you want to add the appointment view Or select the item and click on Edit Q Project Sales D Publish Version k Edit Ef Rename New Publish All Validate X Delete Publish Maps Ey Auditing Display Name a Images Map i Offline HTML Q Localizations t Configuration W Global Maps Calendar T Events amp Reminders Color Theme we SharePoint Map2 190 RESCO MOBILE CRM WOODFORD USER GUIDE There add a new item and specify the entity Appointment and View All Appointments Only views with GPS field available on the view are displayed Edit Map Map Q i Required minimal Mobile CAM version 7 24 bs Save a lest Entity Namrme rewire La Drita aooounk Gefeut i Contact Default wf Lead Defaut i Appointment All Appoininments 5 3 5 E mail attachments In order to be able to add e mail attachments to an email you need to enable the E mail Attachment entity Then you need to place the E mail Attachment List to the E mail ent
142. gt Auditing under MobileCRM section Here you have two possibilities To check the Mobile Auditing Records or to view them on Map using the Mobile Auditing Map 114 RESCO MOBILE CRM WOODFORD USER GUIDE po i P ox A Settings Auditing Micros X ft i File Edit View Favorites Tools Help Ail Microsoft Dynamics CRM MobileCRM Which feature would you like to work with R J Mobile Auditing Map View transactions across records and users on a map a Mobile Auditing Records View a chronological list of transactions across records and users o If you will receive the error message bellow after trying to open the Mobile Auditing Map you need to enter the Google Maps API key to your CRM server i Google Maps API key and Client ID is undefined Please customize the WebResource resco_MobileCRM Contextjs to define your Google Maps API key or Client ID To enter this key please do the following 4 11 2 Entering Google Maps API key To be able to use the Mobile Auditing Map you need to have the Google Api Key v3 To enter it go to Solutions section and double tap on the Woodford solution It will open the solution and as the first screen you will have the place where to put the Google API key RESCO MOBILE CRM WOODFORD USER GUIDE 115 Solution Resco MobileCRM Woodford Microsoft Dynamics CRM Internet Explorer o x A http 192 168 11 202 Lukas tools solution edit aspx id
143. he screen from e g portrait to landscape RESCO MOBILE CRM WOODFORD USER GUIDE 49 Q View Competitor competitor Competitors did BERA XJ DRE Save Save amp Add Add Add Delete Edit Buttons Sele Edit Edit Edit Copy Add Clone Delete Required minimal Mobile CRM version 7 4 Yis a g Bs nen L Close Imagey Map Pin Styles Fields Filter Sort Search Design Row Row Row Row Script Properties Designer M 1 5 Fields Explorer Default Address 2 City R Address 2 Street 1 Name Default Competitor Width 240 Created On Height 40 Modified On Design Size Name Color 00000000 Selected 00000000 a Name Left 8 Select Top 26 Width 110 Height 11 Kind Text X Style gray Y Value v Binding address2_city Press 1 to MOVE b Press Shif t iton ed Anchor Press rol t to RESIZE the t by 1 P Press rol RESIZE t elected b F Row Name Defines the Row s name to distinguish between multiple Row designs Width Defines the width of the row in a view Height Defines the height of the row in a view Color Defines the color of the row s background Selected Defines the color of the row s background when the record in view is selected Cell Left Top Width Height Coordinates of the selected element field on the row You can adjust the element size and position either by entering the coordinates or by drag and drop the el
144. hen define the condition and add the value Don t forget to click Save Save amp Close the changes 4 3 1 Linked sync filters If you run on CRM server version 2013 SP1 or later you can use the advantage of the linked filters that will work not only on initial full synchronization but also on incremental synchronization If not from the incremental synchronization definition only records that are changed will be included To create a linked filter you just need to add a link to the associated entity In this example want to synchronize only Opportunities that are associated with account records owned by the user So create a synchronization filter like this RESCO MOBILE CRM WOODFORD USER GUIDE 41 Edit Filter Required minimal Mobile CRM version amp 0 dh Add Condition 3X Delete E Group AND Set Variable Ta US a AP Add Link t Group OR Clear Variable Save Save amp Import Export Close Select Deselect da Ungroup XML XML Close Query Variables Data Equals Current User As is written above if you are running CRM 2011 or CRM 2013 without Service Pack this filter will work only at incremental full synchronization So if a new account will be assigned to user its opportunities will not be downloaded So if you want to use the advantage of this feature also at incremental synchronization all you need to do is to enable the use of Incremental Linked SyncFilter for the entity 42 RESCO
145. hift 7 1 to RESIZE the selected cell by 5 PX Required minimal Mobile CRM version 7 4 E x lt Up Down Add Delete Row Row Script Fields Explorer Owner Regarding Scheduled End Scheduled Start Service Activity Status Status Reason Subject DateLabel End Icon IsDirty Start You can also use Copy design button that will allow you to copy the design of any view from any entity Add Row adds an empty row where you can add fields and design it from scratch Now go to Edit Styles click on Primary and click on Add button It will create a clone of the Primary style Change the BackColor background or ForeColor text color name of the style in my case Red Primary 66 RESCO MOBILE CRM WOODFORD USER GUIDE Application Global Style Manager Required minimal Mobile CRM version 7 4 lol ey Ed X Delete Save Save amp Close f Properties Close Style 4 ImageCell ImageCellStyle ListEntityImage ListNoteImage New Style 4 TextCell 4 primary r_currency Red Primary A EET VerticalAlignment gt gray large Red Primary Near v Now change the field style on the new row Red background from Primary to Red Primary Q View Service Activity serviceappointment All Service Activities Required minimal Mobile CRM version 7 4 kal k gt A X d Yin amp a X t a
146. icycle Company 2313 B Southampton Rd Missoula TX U S 58047 31 43491 99 30647 i Latitude ro _ Astonishing bikes 2137 Birchwood Dr Redmond WA U S 78214 47 67858 122 13158 i address1_latitude v Basic Bike Company 137 Lancelot Dr Phoenix CA U S 10032 38 56117 121 7509 i Longitude Ld addressi_longitude hd E Best o Bikes 3421 Gehringer Drive Daly City IN U S 57457 39 9198 86 2818 i I Find position by query Bicycle Accessories and Kits 4915 Pear Dr Newport Beach IN U S 56373 33 73999 117 90646 i Filter by C Big Time Bike Store 4650 Franklin Canyon Road Lebanon MA U S 43935 42 12551 71 49862 i aks E Bike Boutique 2265 Park Glen Court Port Orchard NC U S 47349 35 74355 79 10212 i Bing Map Key _ Bike Dealers Association 6283 San Marino Ct Bellingham IL U S 80437 48 75235 122 47122 i Bike Experts 2472 Alexander Place West Covina TX U S 95626 33 88289 118 04507 i E Bike Products and Accessories 9830 May Way Mill Valley CA U S 20313 37 97414 122 28216 i _ Bike Universe 56789 Bright Road Round Rock TX U S 98928 36 10038 84 00056 i IL Bike o maniac store 1398 Yorba Linda Seattle WA U S 85058 47 60356 122 32944 i L Bikes unlimited 8290 Margaret Ct Seattle WA U S 89764 47 86952 122 69112 i E Black Sports Goods 825 Coral Way Miami FL U S 33155 25 74924 80 27207 i Blue Bicycle Company 1286 Cincerto Circle Lake Oswego FL U S 53502 45 4549 122 86282 i Selected 0 Key New Unmodified Chan
147. ign Row Row Cell Actions Query Rows Properties Designer laj 1 5 Fields Explorer Default z Icon Row Manufacturer Name Default PoweredBy Height 216 ProductSubTitle Manufacturer mene Bounds SupportEmail Kind v Website fe ProductTitle Style v ProductSubTitle Binding _ PoweredBy Anchor Icon Website It is also possible to add a custom icon e g company logo on the home screen iOS only so far To do so go to Images section in the project and add a new item RESCO MOBILE CRM WOODFORD USER GUIDE 111 As Directory set Home as platform MonoTouch iOS set the DPI XHDPI is for retina displays and the Name must be exactly Image without quotes Add Image X Directory Home v Platform MonoTouch v DPI HDPI v Name Image Colorize resco net technology on the move Then you can add the other DPI by scrolling down to the Image Home item 112 RESCO MOBILE CRM WOODFORD USER GUIDE Q Project Testing project Dy Publish Version EA A 7 uS id Latest v F U ublish Save Add Import Export All validate Publish Images Image Data Required minimal Mobile CRM version 7 4 All v Images Platforms Directories lect None A Home iPad iPhone i Android ae a ionBar 23 Dashboard HDPI XHDPI LDPI MDPI HDPI fal Activity liq Social __ Buttons G Branding _ Calendar Auditing K o C o oo Images __
148. iguration Setup your intemal to external SharePoint URL mapping if needed l Global Maps Internal PO fe Calendar External Po E Events amp Reminders Color Theme le SharePoint Q Process Flow al A Entities i Account L Activity 4 b If you have SharePoint on premise you can define the internal and external SharePoint server URL Then you need to add SharePoint Documents List to entity forms so that user can access SharePoint documents associated to entity records If user credentials are different for CRM and SharePoint or you use CRM on premise vs SharePoint online or vice versa your users can use the Mobile CRM s Setup to enter SharePoint credentials and deployment 146 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 2 Form Default dh J L da Ee 3 te t Move Up Ef Rename Fi Move Down F Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add On Loa Close Field Image Spacer Styles Detail List IFrame Map Media Wall x Delete Save Fields Tabs Actions Properties Designer 1 5 Field Explorer i s ts Binding General Contacts List Document Locations List Ol 3 Address ii E mail Messages List s Notes List Follows List Invoices List Leads List Notes List Opportunities List Orders List SharePoint Documents List Quotes List Service Activities List SharePoint Documents List Tasks List
149. ilable on the associated tab and define additional filter for all associated views 90 RESCO MOBILE CRM WOODFORD USER GUIDE Associated Tab Properties v Deselect All Associated Views Lookup Views Charts Properties Reset Save amp Edit Close Filter Close Views Filter Name Type Initial View a Contact _ Default Public View W Contacts Public View Fi w Contacts with birthdays Public View lll Contacts with birthday in next two weeks Public View Lookup Views Similarly as above you can define which view will be used as lookup associating a new record Associated Tab Properties Associated Views Lookup Views Charts Properties Deselect All A Reset Save amp Edit Close Filter Close Views Filter Name Type Initial View a Contact Default Public View Contacts Public View W Contacts Account sokup View w Contacts with birthdays Public View Contacts with birthday in next two weeks Public View RESCO MOBILE CRM WOODFORD USER GUIDE 91 Charts Again you can define which charts will be available for the flip to chart functionality Associated Tab Properties Associated Views Lookup Views Charts Properties Deselect All Reset Save amp Close Close Charts Name Type Initial View Order w Default Pie chart ial Orders Column chart Properties options available on the Properties tab depends on the type on associated t
150. in Mobile CRM application checks whether there is a change in the security policy at the application login The login is performed either at the start of the application or if user enters a password to log in to the application Every X Hours The Security Policy is checked periodically after defined time in hours Note If none of these options are used the policy is downloaded only at synchronization Lock Application Lock Application If this option is enabled all devices under this policy will be locked and the application cannot be used unless the device has a different policy assigned If no server contact after X hours The application is locked if the application did not connect the CRM server either in matter of checking the policy or synchronization or online mode access Application can be unlocked by entering the correct password In this case also the internet connection is required During non business hours Application is locked if the time is outside the given interval Invalid password X times If a wrong password is entered defined times to the login the Mobile CRM application locks up Admin lock and can be unlocked in the Woodford s Security list of devices The locked device will have a Lock checkbox enabled and needs to be unchecked 18 RESCO MOBILE CRM WOODFORD USER GUIDE Wipe Application Wipe Application If this option is enabled all devices under this policy are wiped even if user trie
151. in Mobile CRM search bar the same way as you would use on the CRM web interface 48 RESCO MOBILE CRM WOODFORD USER GUIDE View Competitor competitor Competitors amp Required minimal Mobile CRM version 7 4 f A anan Y 2 d E a x Up Down Save Save amp Add Add Add Delete Edit Buttons Select Edit Edit Edit Copy Add Clone Delete Close Image Map Pin Styles Fields Filter Sort Search Design Row Row Row Row Script ave Cell Query Rows Properties Designer B 1 5 Fields Explorer Default Address 2 City Row Address 2 Street 1 Name Default Competitor Width 240 Created On Height 40 Modified On Design Size Name Color 00000000 Selected 00000000 Cell Name Left Select q Select Top Width Height Kind Y Style v Binding emmm Press to MOVE by 1 PX Press Shift t 1 to move the selected cell by 5 PX Anchor Press Control t 1 to RESIZE the selected cell by 1 PX Press Control Shift t 4 to RESIZE the selected cell by 5 PX Each field also has four available anchors arrows You can activate the anchor by clicking on it It will fix the boundary position of the field to the side the anchor is pointing In the case of the picture bellow the Address 2 City field is bounded to the left border of the view item and to the bottom border of the Name field When the anchors are set correctly the view will not be messed up when the user rotates t
152. ing sports goods lima Brown Bicycle Company ist of Opportun 2141 Del Monte Ci aM ties Quotes Cash and Carry Bikes List of Cepotes semper ne pas Orders Cash and Carry Bikes HI g List of Orders Certified Bicycle Supply Invoices 218 Fall Greek Road EEEN Weet Covina List of Invoices Cheap n Best bikes eevee Siw Kizki ona TIRSS Piren D 9 Note To gain the same output these steps need to make over the default testing database that comes with the Microsoft Dynamics CRM 4 4 6 Row Scripts Using Woodford you can change the row s design Such as changing of its background or highlighting of specific records Go to the view where you want to change the row background and click on Clone Row button to clone the current row Then rename the Row RESCO MOBILE CRM WOODFORD USER GUIDE 65 View Service Activity serviceappointment All Service Activities dk BS et x Ze Save Save amp Add Add Add Delete Edit Buttons Close Image Map Pin Styles e Ce Properties Designer Red Backg round 240 Color 00000000 Selected 00000000 1 Vi aA WwW Select Edit Edit Edit Copy Fields Filter Sort Search Design Que laj Status Reason y 5 PX Cell Subject Left pane DateLabel Width Height Kind z Style v Binding Le Press 1 to MOVE by 1 PX Press Shift t 1 to move the selected cell b Anchor Press Control t to RESIZE the selected cell by 1 PX Press Control S
153. ipt tutorial html for more information googleMapsApikey Please specify your Google maps API key here e g googleMapsApiKey my_google_key googleClientID null Please secify your Google Maps API for Business client ID here in case of Google Maps for Business license bingMapsApikey null Please specify your Bing maps API key here e g bingMapsApiKey my_bing_key i 0 For information about how to interact with entities and fields programmatically see the Microsoft Dynamics CRM SDK ss 888 http dev01 Lukas tools webresourceeditor webresourceeditor z Local intranet Protected Mode Off If you remove the null from the code your code will not be valid Javascript 4 11 3 Adding Mobile Audit records on the server form You can also add the Mobile Auditing tab on the CRM server form Go to the Settings gt Customizations gt Customize the system on the CRM server and select the Form on e g User entity as it is the most relevant entity for the Auditing functionality Then click on Import and add or select the tab where you want to add the list of user actions and click on Sub Grid Fill in the unique name and from the list of primary data source entities select the Mobile Audit Created by or Modified by Then you can also set the View selector to show All or selected Views there are some predefined views for the Mobile Audit entity like Today Yesterday etc 118 RESCO MOBILE CRM W
154. ities Appointments Campaign Responses E mail Messages Global Rule Letters Phone Calls Service Activities Tasks The rule can look like this Example want to color appointments by the subject When the subject of the appointment contains the string meeting want to color this Appointment in orange color FFFF9000 color RESCO MOBILE CRM WOODFORD USER GUIDE 137 Rules Editor x E l Required Mobile CRM version 6 4 Color Appointment Search Evaluation expires on Wednesday October 12 202 J Syntax version W Undo X Delete F Paste dP Add Step ify Add If Otherwise uS F i Latest Redo Ey Copy Qe Add Condition u Save Save amp a Export Impo Close vy Syntax Check i Deselect Ps Cut dp Add Variable XML XML Close Steps Xml 4 Branch Enter Description 4 if Entity subject Contains meeting Step Color Assign FFFF9900 x 4 otherwise if _ Step Color Clear Color is changed by clicking on Add Step then selecting Color from the dropdown then entering the color value H AARRGGBB AA Alpha Transparecny RR Red channel GG Green channel BB Blue channel into the text box in the Assign operator It is also possible to add the drag amp drop disabling 138 RESCO MOBILE CRM WOODFORD USER GUIDE Rules Editor Rule Activity Search Syntax version if Undo X Delete Paste Required minimal Mobile CRM version 7 4 ifn Add I
155. ity s edit form i Required minimal Mobile CRM version Form Default l t a a t Move U t EJ c P t Ro Move Up af Rename ea oP o _ Move Down T Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add d Close Field Image Spacer Styles Detail List IFrame Map Media wall X Delete Save Fields Tabs ctio Properties Designer M 1 5 Field Explorer ee ee 1 E Mail Attachments List aos From from ES General Notes List Details To to E Mail Attachr Cc cc Subject subject Regarding regardingobjectid Description description In Mobile CRM app you need to save the E mail activity in order to be able to add an attachment 5 3 6 Form items icon and name changes To have different icons on form items the idea is to have unique names of the tabs RESCO MOBILE CRM WOODFORD USER GUIDE 191 5 3 6 1 Icon changes So you need to rename the items tabs and make sure that the item name does not contain spaces or characters that are not allowed to be used as file names If you need to have a name where you want to use these forbidden characters you can change the name in localization You can see that in the next section Without localization changes the tab name will be displayed the way it is set in form Q Form Account account Default Required minimal Mobile CRM version 7 4 ld bb gt 7 a a B B A h trev A A A agl o ele d La A T _
156. le app will have an action button that after activating will give the user an opportunity to immediately create an email Phone number the field will have an action button that will activate the phone call function on the device the device will dial the number contained in the field URL an action button to open the URL in the native browser of the device will be available Barcode action button activates a camera so user can scan Barcodes and QR codes Function will only work on devices that have a camera with Autofocus HTML will format the text field into a HTML type bodies of email signatures and etc 38 RESCO MOBILE CRM WOODFORD USER GUIDE Also you can configure the Permissions on the fields to either enable disable the Read Create or Update permission Note The functionality of the Add Images to the entity will be explained in the Advanced Topic section of this manual 5 2 Warning If you disable any previously enabled Field please check the existing Views and Forms and remove any Fields or Lists that are represented by the sign Invalid or enable the correspond Field so that the Field will no longer be listed as Invalid If there will be any Invalid Field or List in the Form or View the application will crash when you will try to open an entity list or record details 4 2 1 Best practice when disabling field When you disable a field that is used somewhere in the application Mobile CRM application
157. lication Subtitle Website and Support Email You can enter your company s support email address if you want to take care of the first level support on your own In this case the logs from the application will be sent to this email When you change the title this title will be used as application name application s title on the main screen 110 RESCO MOBILE CRM WOODFORD USER GUIDE The rest of information is shown in the About section Required Mobile CRM version 6 4 Project Admin Evaluation expires on Wednesday October 12 2022 Publish Version validate Z Design Latest dh Add Offline HTML Publish Save All Publish Project Branding All v Branding 6 alte Manufacturer Resco 33 Dashboard E Activity are Title MobileCRM Branding Subtitle For Microsoft Dynamics CRM F Auditing _ Website www resco net Images Support Email mobilecrm resco net Localizations Configuration i Global Maps Calendar H Entities 4 3 Account 3 Forms EJ Views aa Charts Fields Indexes veci Address Announcement lt Appointment 4 Article i Article Template 4 q b You can also Design the About section in the same way as Views are designed so you can remove change the information displayed there f f Fi Pi Z e P 5 i Save amp Add Bind Delete Add Edit Buttons Select Edit Edit Edit Copy Add Clone Close Map Pin Styles Fields Filter Sort Search Des
158. lient application Now you have a new HTML form for adding a new contact in your application You can download full sample here http resco net downloads www zip 204 RESCO MOBILE CRM WOODFORD USER GUIDE RESCO MOBILE CRM WOODFORD USER GUIDE 205
159. lors set for ListForeground and ListSelForeground for Views and TabForeground and TabSelForeground for tab are aso used for icons that were Colorized when importing via images section It is also possible to create separate color versions for different platforms Platform dependent changes will be used instead of the All Platforms color theme Customize ios Apple iOS platform Customize android Google Android platform Customize win Windows desktop application which installation file can be downloaded from our website Customize winrt Windows RT 8 8 1 Metro style applications available from Windows Store Note WinRT only accepts foreground color changes Customize wp Windows Phone platform RESCO MOBILE CRM WOODFORD USER GUIDE 143 w Project Sales 7 Publish Version R a A ig Latest gt m J g S Publish Save Load All validate Preset Publish Import Export Required minimal Mobile CRM version 7 2 All v Theme Click on Item to change Color Vj Show Platforms plore Just fom Home 23 Dashboard lq Social G Branding Auditing EB Images Offline HTML Localizations Configuration iE Global Maps E Calendar E Events amp Reminders Color Theme E SharePoint Process Flow 4 T Entities gt Account Address 7 Announcement D iE Appointment edit crm 3 Article 3 Article Template SJ Business Unit Campaign 1 Campaign Activity Campaign
160. mage Data Note v Document Conditions Value must be explicit value id or target_entity_property_name Field Value subject x objectid id x Save Cancel You can also create more FormNotelmage styles and use different notes for different entities RESCO MOBILE CRM WOODFORD USER GUIDE 171 If you have more FormNotelmage styles make sure you set the correct style for the image1 or the renamed item Note If you set the same Note Subject for List and Form view the image attached to a simple Note will be used for both View and Form images 5 3 1 2 Available for CRM 2013 only In CRM 2013 there is a specific picture field where you can store images of Accounts Contacts Leads etc If you use this kind of picture field you can use it also on Mobile CRM application First you need to make sure the Entity Image is enabled for synchronization will use the Contact entity in this example Q Project 2013 P Publish Version i Latest z A Publish Save All validate Publish Fields All v Fields Case F Display Name a By Case Resolution Do not allow Phone Calls Competitor Education Competitor lt gt Product Email Connection v SA Connection Role Email Address 2 4 Contact Email Address 3 c3 Forms Employee E Views Entity Image iiij Charts Entity Image Id Fields Exchange Rate Indexes External User Identifier Contact lt gt Lead Contract W Fax Contr
161. mail activity entity together with CRM emails Required minimal Mobile CRM version 7 4 Copy Add Design Row Created On Down Clone Delete Row Row Rows Row Script M 1 5 Fields Explorer Activity Status Created On Due Date E mail Message From Owner Regarding Start Date Status Reason Subject DateLabel End Icon IsDirty Start SubjectRead SubjectUnread ImageUnread IsRead Summary ShortDate ShortLabel User can track their Exchange communication and save Exchange emails on the CRM To enable this go to Exchange section of the project and enable the Email Setting the Days to Sync you specify how old emails should be synced and displayed in Mobile CRM app RESCO MOBILE CRM WOODFORD USER GUIDE 155 La Resco Woodford v8 0 0 0 ae E Required minimal Mobile CRM version 8 0 Project SalesApp 5 Publish Version LA Version 7 10 v Publish Save All validate Publish Exchange oooO O O All v Exchange Integration in Dashboard a LC Social J Branding v Email Days to sync 14 Auditing 2 Images Offline HTML Localizations i Configuration i Global Maps fe Calendar E Entity Hubs E Events amp Reminders Color Theme LJ SharePoint Ga Exchange Google Process Flow 4 Entities 3 Account _ Configure Email synchronization Address F Announcement coroners s e 4 gt When you add the Email item on the Home section users will be able to synchronize only Emails
162. mpty slot and press the appropriate button from the toolbar In case of Views you need to specify the entity and view s that will be available for user If you select more than one view user can switch between them View set as initial not required will be selected until user changes it It will be selected again after restart of Mobile CRM app RESCO MOBILE CRM WOODFORD USER GUIDE 103 Select Views Entity v Allow Search Name Type Initial View 4 Contact L Default Public View mBo v alter re a a a a WY Contacts i ais V Contacts with birthdays Public View L Contacts with birthday in next two weeks Public View You can also define whether you want to enable Search on the Dashboard view and whether to enable users to add records to the entity in Dashboard view In case of Charts you need to specify the entity and chart You can leave it on automatic and the first chart in alphabetical order is used or you can specify the chart 104 RESCO MOBILE CRM WOODFORD USER GUIDE Type Initial View Pie chari vi Column chart E In case of Iframes you just need to enter the URL The number of items placed on the Dashboard can be set by adjusting the number of Columns and Rows You can also join two and more windows to one by dragging the right or bottom boarder of the window to the right or down Tip Example on how to adjust the Dashboard can be found in our Blog Post 4 8 Managing entitie
163. n The purpose of the Duplicate detection is to discover duplicate records such as Accounts using the same name Contacts using the same e mail address The duplicate detection rules are to be set on the CRM server for more info go to http www microsoft com en us dynamics crm customer center set up duplicate detection rules to keep your data clean aspx Mobile CRM application does not create any rules on its own it just may be directed to make use of the CRM server rules If you do so then whenever an entity record is saved this record is compared against the existing records in order to find possible duplicates If there are any MobileCRM application displays a warning and the user is given a chance to edit the data This process is called duplicate detection and can be set up to work in various ways In particular you need to set up the Duplicate detection mode as either Disabled no detection is done Enabled or AlwaysOnline Enabled mode works as follows RESCO MOBILE CRM WOODFORD USER GUIDE 133 a If MobileCRM is in the offline mode The local database is checked for duplicates using the local rules b If MobileCRM is in the online mode The server database is checked for duplicates using the server rules AlwaysOnline mode differs in a single aspect It always even if Mobile CRM app is offline looks for duplicates in the server database Duplicate detection is stored in system entities duplicaterule
164. n the view if you leave the Binding Type on Value Mobile CRM app will display the item s label If you set Binding Type to Raw Value instead of label Value of the Option Set will be used This is useful when you want to not display text but different View images or Map Pins based on different value of the option set It is because images cannot have space in their names z bel EA SaveandCiose bg 5 Show Dependencies SA Managed Properties Help File 4 J Field Working on solution Default Solution a Shipping Method of Order Genera 4 Common A E Information Name shippingmethodcode Searchable Yes v Field Security Enable Disable Auditing Enable Disable Ay This field will not be audited until you enable auditing on the entity Description Method of shipment for the order For information about how to interact with entities and fields programmatically see the Microsoft Dynamics CRM SDK Type Type Option Set v Use Existing Option Set Yes No Default Value Unassigned Value v Options B t amp 4 il Label Airborne Value DHL FedEx UPS Postal Mail Full Load Will Call gt Description 52 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 4 View Account account Default i ka a H ra d us i Y 2 d a x Up 2 b Down Save Save amp Add Add Add Delete Edit Buttons Select Edit Edit Edit Copy Add Clone Delete Close Imagey Ma
165. n this case the competitor s information It contains predefined categories that cannot be edited so it should be only used for the entities where it will make sense It is not much a Read Only form It is rather a contact or Quick Info form The main reason is to make a quick direct phone call or send an email without the need to open the edit form We can also add the available fields to the categories Address Call etc Information on the Contact Info will be displayed without labels Other items on the Tabs section on the toolbar enables us to add the Iframe Map and Wall objects You can also add available associated list or unrelated list list of records that will not be filtered The Field Explorer enables us to add the associated views of the fields from the entities bound with the foreign key Or when you click on the Contact Info form designer part you will see a list of available fields that can be placed on the Contact Info tab 4 5 2 Edit form In Edit form we define which fields will be able for editing and designing of the form Now we design an Edit form click Forms and then New in the Main Menu Name the form and select Edit Form Create Form Ex Name Default 4 Type Edit Form Saal Edit Form Contact Information Form The Form in default includes two tabs General and Address RESCO MOBILE CRM WOODFORD USER GUIDE 69 Select General form and click on the Add Field button to add available fields Once y
166. nce Settings Profile Logs About Note While the Woodford is in the evaluation period the Mobile Users menu is not available as the number of mobile users during the trial period is not limited RESCO MOBILE CRM WOODFORD USER GUIDE 13 3 Administration When We run the Resco Mobile CRM Woodford using the Administration menu we can access Mobile Projects management Mobile Devices management Mobile Users management Settings Logs and About 3 1 Mobile Projects In the main menu we can manage the selected project or create new one using the New button Note Mobile projects are stored as Note attachments to resco_mobileproject s records Warning When you do a bulk delete of your Notes please note you might also delete your mobile projects To avoid this please exclude Note attachments to resco_mobileproject s records from the bulk deletion Using Edit button will open the project and adjust it we can also double click on the project to perform the same operation Clicking the Properties button we can adjust the project s properties Name Role and Priority Button Show Users opens up a window with a list of users which will receive the customization i e users with security role assigned to the project The Delete button removes the selected Mobile Project Deactivate will deactivate the selected project Deactivated project will not be used to customize the Mobile CRM application but the project will not
167. nknown in the offline mode This often happened with ownerIlD s of records as the data with User names is stored in the User entity by default the Owner entity is not enabled in Woodford Now as the Competitor entity is activated it has changed into full color icon we have the option to expand it and see the five items that will roll down Forms Views Charts Fields and Indexes RESCO MOBILE CRM WOODFORD USER GUIDE 37 4 2 Fields After enabling an entity it s best to start enabling and customizing the Fields pick up some additional fields want to use in my mobile project City Country Region Street and ZIP Postal Code Here you can also enable the custom fields for the entity oa Resco Woodford v7 4 3 0 SA Required minimal Mobile CRM version 7 4 Project SalesApp 5 Publish Version Enable j A IP Latest 7 pisable Y Publish Save Sync All validate Filter Publis Entity au v Entity Campaign 7 Display Name Competitor Business competing for the sale represented by a A Campaign Activity ee Competitor lead or opportunity Campaign Activity lt gt Sales Liter Mode Online amp Offline v j Campaign Response Conflict Strategy Server Wins v Campaign lt gt Sales Literature C Permissions IV Read v Write V Create v Delete gl Case Advanced Properties Include Lookup Labels lr Case Resolution 5 Fields Search All v Field Properties 4 amp Competitor
168. ns represent the folder where the map pin picture will be stored 0 represent the actual value of the field that is used to differentiate pins and png is the file format extension each picture added to the project need to be in png format Now Save amp Close the editor You can use this style also for other pins on different views 178 RESCO MOBILE CRM WOODFORD USER GUIDE Application Global Style Manager m Q Styles qP Add 0 Delet Save Save amp x sara Close f Properties Close Style 4 ImageCell BackColor 00000000 4 Folder Map_Pins ForeColor FFO00000 zii aye FormatString Map_Pins 0 png ListNoteImage HorizontalAlignment Center v 4 TextCell ImageQuery gt prima mares Name Map Pins gt black f VerticalAlignment Center Z gt gray Required minimal Mobile CRM version 7 4 gt large Set the Style of the map pins item to the new style Save amp Close the changes RESCO MOBILE CRM WOODFORD USER GUIDE 179 i Required minimal Mobile CRM version 7 2 View Accounts H bb Sh XK YF B zaag agx p A 4 Down Save Save amp Add Add Add Delete Edit Buttons Select Edit Edit Edit Copy Add Clone Delete Close Image Map Pin Styles Fields Filter Sort Search Design Row Row Row Row Scriy Save Cell Query Rows Properties Designer B 1 5 Fields Explorer i 4 m SE Account Row Account Name Name Default Address
169. o User 12 16 2014 1 20 24 Resco s Pad mini OK S8CASOSAB O0CF1 4303 8265 A0BBEA20FB6C iPad mini Wi Fi only iPad2 5 iPhone OS 7 0 4 7 3 1 0 a Mat Stanovsky 11 3 2014 2 18 37 1 Resco s iPad OK 28381651 7416 48DC 9384 1D8A527AB8205 iPad Air Wi Fi only Pad4 1 iPhone OS 7 1 2 7 3 0 0 Mat Stanovsk 11 10 2014 10 53 5 Resco s iPad OK 9FFD9484 ESSF 4062 AS60 3D8SF99A0D4F iPad Air Wi Fi only Wad4 3 iPhone OS 7 1 2 7 3 1 0 Mat Stanovsky 11 10 2014 2 30 41 Resco s iPad OK D29F1338 201E 49DC 9F 14 ECFA169618EE iPad Air Wi Fi only Pad4 1 iPhone OS 7 1 2 7 1 5 0 v Mat Stanovsk 11 6 2014 3 36 05 1 E Resco s iPad2 OK 9184793C E9F6 4A5F 85E8 B5E7280504CD iPad 2 Wi Fi only iPad2 1 iPhone OS 8 1 7 3 2 0 Luk Le ko 11 14 2014 3 30 52 Resco s iPad2 OK 3953964D EF9A 4060 A265 9343F4049 1AD iPad 2 Wi Fi only iPad2 1 iPhone OS 8 1 7 34 0 Demo User 11 28 2014 4 55 15 MJ RESCOSURFACE OK 0 Microsoft Corporation Surface with Windows amp Pro Microsoft Windows NT 6 2 9200 0 7 3 3 0 all Mat Stanovsk 11 26 2014 7 02 41 BB RescoSurface OK AwCkOggAMmAgFANYOBQDE TwYAAQAEAICPBAASWQQANLEBAIXEAGCWEwkAdK Wwe Unknown Win8 1 Model Windows 8 1 7 4 3 0 Mat Stanovsk 12 15 2014 5 13 59 Ef rescosurrace OK AwC gwgApEIFACTMBGABAAQAQSWEANISBADY2AEArMECAExrCQCMSA Unknown Win8 1 Model Windows 8 1 7 3 2 0 Mat Stanovsk 11 19 2014 6 21 38 Ag SUPPORT OK 1ZM493184D1 LENOVO J254KZG Microsoft Windows NT 6 2 9200 0 7 4 1 0 Mat Stanovsk 1 8
170. of a record You can also specify which status options will be available to user Each state option will be displayed as separate command Delete Deletes the record from database If it is performed in offline after synchronization it is also deleted from the CRM server EmailLink Creates an email with links to the record for CRM server and for Mobile CRM application Favorite Adds Removes record from Favorites You also need to add Favorites to Home to give user way to access favorite records PrintReport Runs a report For more information please check this Blog post http blog resco net 2015 03 03 run reports Scan Only on new record of Contact and Lead entity Starts barcode scanner and by scanning VCard Me Card enabled QR code on a business card or elsewhere will fill in appropriate fields of a new record ScanBusinessCard Only on Contact and Lead entity Similarly to the previous but runs CamCard application to scan business card and using text recognition fills in appropriate fields You need to have CamCard application installed on your device Each command can be adjusted using On Can Execute and On Execute rules More about these rules can be found in the next section 4 5 4 6 Custom Commands You can also create custom commands where you can define under which condition the command will be available and what to do at user action when the command is used RESCO MOBILE CRM WOODFORD USER GUIDE
171. ons Edit Event a Entity Appointment Integration End Date Show in Calendar Description Sync with Calendar OK Cancel e Reminder Only When the activity is due and the Mobile CRM app is not running in the foreground a reminder will be shown to user e Show in Calendar CRM events are displayed in native system calendar a new calendar called CRM Events will be added This option includes also reminders It does not allow users to edit CRM events within the native device s calendar e Sync with Calendar Any changes of CRM events made from the native calendar app will be reflected in MobileCRM app This option includes also reminders 140 RESCO MOBILE CRM WOODFORD USER GUIDE 4 16 1 1 Filters You need to set a filter for each entity by clicking on Define Filter Only those records that meet the filter criteria will trigger reminders be displayed in the system calendar Appointment Status Equals Open Scheduled Owner Equals Current User To force users to have reminders CRM events on the device calendar lock the settings mobile users won t be able to change them Go to Configuration tab enable Use Reminders option and click on Lock 4 16 2 Personal events in the Mobile CRM Calendar The option to show personal events in the Mobile CRM Calendar can be set by each user within the app itself This option is disabled by default but can be enabled by turning on the Priva
172. oose the type of the Chart You can choose from Bar Column Line and Pie chart Pie chart is not available when you have multi series chart types Save the changes when the chart is ready You can also select additional fields and apply filters to adjust the displayed data We will do similar steps to make a Case Chart will create a new Chart in case entity and use the Case item as Legend Entry Count All as function Customer as Horizontal Axis label and Bar chart type In this case we can also set a Limit to Top and enter 10 into the field It means that the maximum number of cases shown in the Chart will be 10 save the Chart and will go back to the Project screen 102 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 1 Chart Orders W bh a Save Save amp Column Bar Line Edit Close Fields Filter Properties Preview Legend Entries Series Total Amount Saal Count All v E x Order Discount Amount y Count All z ia X iB Add a series Horizontal Axis Labels LP Count All Order Discount Amount Count All Total Amount Customer Tip An example of multi series chart setup can be found in our Blog Post 4 7 2 Creating Dashboard As default there is already a dashboard called DashboardForm When you open it you can remove the pre created items by selecting it and pressing the Delete button You can add View Chart and Iframe items Select an e
173. or example Import will import a theme setup and apply it Tip You can check our Blog post about Themes for an example of work with Themes Note View styles set for specific field s on a view have higher priority and override the theme color settings To learn more about view styles see the section 4 4 3 You can also check Row scripts section 4 4 6 4 18 SharePoint Integration If you have SharePoint integrated with your CRM and you want users to have access to SharePoint documents from Mobile CRM application you can enable and setup the SharePoint Integration in Section titled SharePoint in a mobile project First you need to enable the SharePoint Integration by checking the Enable box RESCO MOBILE CRM WOODFORD USER GUIDE 145 Warning Enabling SharePoint Integration will also enable SharePoint Site entity in the mobile project Please do not make any changes to this entity Required minimal Mobile CRM version 7 2 Project Sales B Publish Version Ld Latest 7 Al Publish Save All validate Publish SharePoint All SharePoint Integration E Social F n ee eee ee ee ee 7 Requires the Dynamics CRM built in SharePoint integration to be enabled WE Branding Check to enable SharePoint access from your mobile devices To see the documents related to an entity open the entity form and add the SharePoint Auditing Documents List Images Offline HTML Enable x Bb Localizations Conf
174. orer Binding Map Tab IFrame Info Tab IFrame Tab Map Map Objects 4 Form Info Wall Map 4 Navigation Notes List 2 Click on the Add Iframe button 3 Similar to previous example fill in the Name of the tab and the URL 4 Confirm the action by pressing the OK button In application now if you select the entity you have modified in Woodford The new tab will appear containing the HTML file specified in the URL property You can pass any property of the entity to the html To do this use the following syntax ilename htmIl entitypropertyname1 amp fentitypropertyname2 amp amp entitypropertynameN To access these properties from within the HTML file simply get the window location JavaScript object and split the search property string var params window location search substring 1 split amp You can find more information and an example of how to work with Resco JavaScript Bridge in following section 7 Resco JavaScript Bridge The JavaScript Bridge implemented in Mobile CRM client application is an analogy of the PhoneGap It customizes the platform dependent web browser controls so that it was possible to make a call from JavaScript to C code and invoking the JavaScript functions from the C code Using JavaScript Bridge in your HTML or JavaScript file you can create modify and read entities stored ona device You read a list of entities by creating and executing the MobileCRM
175. orer a a Account 3 Account Name Address 1 City Address 1 Country Region Address 1 Latitude Address 1 Longitude Address 1 State Province Address 1 Street 1 Address 1 Street 2 Address 1 Street 3 Address 1 ZIP Postal Code Created On Currency Default Image Email Fax Main Phone MAA Rnd AR You will notice a new field image1 on the Form You can rename it using the Binding field e g Account Image To apply the change click on the image field item By default the Note where the Edit Form picture should be attached needs to have a subject name exactly Formlmage This can be changed In the Style Manager Click on Edit Styles button then on the FormNotelmage To change the Subject name of the Note click on ImageQuery field 170 RESCO MOBILE CRM WOODFORD USER GUIDE Application Global Style Manager Styles dp Add x Delete Save Save amp Close Properties Close Style 4 Detailltem EditorHorizontalAlignmen Far z Normal ImageQuery annotation documentbody MultiLine IsMultiLine i False FormEntityImage LabelAutoHeight False FormNoteImage LabelAutoWidth False LabelHorizontalAlignment PlatformDefault v LabelPosition PlatformDefault v Name FormNoteImage RelativeLabelFontSize 0 RelativeTextFontSize 0 By changing the Subject field you will set the name of the Note from where the picture will be taken Image Query I
176. ou ve added one field through the Add Fields button or you clicked on one of the fields in the center portion of the screen Designer area you can drag and drop the fields from Field Explorer list on the right to the designer Form Competitor competitor Default mh E3 Caii P Save Save amp Add Add Edit Close Styles ave Properties Designer Binding Competitor Style Normal X Name Created On Required minimal Mobile CRM version 7 4 gt F dp Move Up fi Rename p F g a d PE EEA 44 Fi 3 Move Down Properties Add Add Add Add Add Add i On Load On On Detail List IFrame Map Media wall X Delete Layout Change Tabs Rules M 1 5 Field Explorer 7 Address 2 City competitorid General Address 2 Country Region name E Address Address 2 Street 1 Competitor es ss Created On Modified On Name And now do the same for the Address tab why to use Address tab 70 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 4 Form Competitor competitor Default d beg s gaa iat ttre eR RD Move Down T Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Close Field Image Spacer Styles Detail List IFrame Map Media wally X Delete Layout Change Fields Ti Actions R es Properties Designer m 1 5 Field Explorer Bindina E Me Address 2 City Ean Address 2 City address2_ city ES General Style Normal v l
177. p Pin Styles Fields Filter Sort Search Design Row Row Row Row Script Save Cell Query Rows Properties Designer HF 1 8 Fields Explorer Default v Account Row Account Name Name Default Address 1 City Width 240 Address 1 Street 1 Height 40 Address 1 ZIP Postal Code Design Size E mail Color 00000000 Main Phone Selected 00000000 i Cell Account Name Address 1 Street 1 Address 1 Address 1 City Value Press t to MOVE by 1 PX Raw Value Press Shift t 1 to move the selected cell by 5 PX Press Control t 1 to RESIZE the selected cell by 1 PX Press Control Shift t 1 to RESIZE the selected cell by 5 PX Constant When Binding Type is set to Constant you can enter a static text as Field Data and this text will be displayed instead of the entity field data This way you can add labels to views to describe fields that only show numeric value RESCO MOBILE CRM WOODFORD USER GUIDE 53 Required minimal Mobile CRM version 7 4 View Account account Default mh eRe XK FA BY ek aw BS ii Save Save amp Add Add Add Delete Edit Buttons Sele Edit Edit Edit Copy Add Clone Delete Close Image Map Pin Styles Fields Filter Sort Search Design Row Row Row Row Script Properties Designer M 1 8 Fields Explorer Default a Account Account Name Name Default A Width 240 Address 1 Street 1 Height 40 Address 1 ZIP Postal Code
178. pportunity Product Order Order Product Phone Call Price List Price List Item Product Quote Now just save all the changes and publish the project 6 Add offline HTML files MobileCRM client allows you to use HTML and JavaScript to utilize and customize the application There are many scenarios where you can benefit from using the HTML and JavaScript files within the application You can for example add the HTML 5 presentation to your home menu While creating and designing the presentation you can use all the features of HTML CSS and JavaScript Another one example from many is the complex Order builder Suppose you want to create a new order Your order form contains several ComboBoxes from which you can choose the properties of the order These ComboBoxes are dependent on each other If you pick a value from the first ComboBox the possible values of second ComboBox will change etc This task would require a lot of effort if written in C Using HTML and Resco JavaScript Bridge This task can be done in a blink of an eye Note learn more about Resco JavaScript Bridge in following section To add a html file to your project 1 Open the MobileCRM project in Woodford 2 In Woodford s Offline HTML section click on Import Required Mobile CRM version 6 4 Project NewOne Publish Version validate Ei Upload Et New Folder j da D i 4 Latest Zaj H Download Delete T bel 5 Publish Save Export Help All fl Rename Publi
179. r import VCard attachment handled in common code Import Pass document to edit in external app Microsoft office so far Edit RESCO MOBILE CRM WOODFORD USER GUIDE 89 4 5 4 6 2 Can Execute Example Can execute rule can define what exactly should a command do You can for example fill in some specific fields and sets the status code as busy Bu Resco Woodford v8 1 2 0 o x Rules Editor Required minimal Mobile CRM version 8 1 Command Execute Search l Syntax version g if Undo X Delete F Paste qe Add Step dB Add Variable us wn Latest Z 9 Redo w E gt Copy Add Condition ifs Add If Otherwise Save Save amp Disable 2 Ce ii Export Import Close Syntax Check Rule i Deselect Cut qP Add Say Text P Set GPS Position XML XML Close Steps Shared Variables 4 Branch Command Execute 4 if Command Name Equals custom_busy 4 Branch Enter Description 4 7 _ if Entity description Does Not Contain Data Variable DateTime current Set Now Step Entity description Assign current r Step Entity statuscode Assign Busy v ba 4a otherwise if Step Entity statuscode Busy v b 4 5 4 7 Additional options for associated lists When you select an associated list and click on Properties or double click on the associated list the options for the list will be displayed in section Associated Views Here you can define which views you want to have ava
180. r not var filterBoston new MobileCRM FetchXml Filter filterBoston where address1 city eq Boston filterBoston where statuscode eq 1 get only Active entities var filterNY new MobileCRM FetchXml Filter filterNY where address1 city eg New York var finalFilter new MobileCRM FetchXml Filter finalFilter filters push filterBoston add boston filter finalFilter filters push filterNY add new york filter finalFilter type or accounts from NY or Boston entity filter finalFilter Note Every filter can have subfilters RESCO MOBILE CRM WOODFORD USER GUIDE 199 You can link entities of different type to the one you have specified for fetch Assume that you want to retrieve the name of contact for account entity var linkEntity entity addLink contact parentcustomerid accountid outer linkEntity addAttribute fullname First parameter is entity name of the linked entity Second is the lookup filed name third parameter is primary key of the entity in this case it is account entity and primary key is accounted Last parameter specifies the type of the link Finally we set the newly created entity with fetch object and call the execute method var fetch new MobileCRM FetchXml Fetch entity fetch execute Array function res success res function err fail err null The result of the fetch execute method is passed back to JavaScript assynchronou
181. resenting our edited account var props editedEntity properties if props telephone1 amp amp props address1 linei props address1 city entityForm context errorMessage Account must have phone number and address function onError error if typeof alert undefined alert is not defined on Windows RT Win8 Metro alert An error occured err function addUser var contact new MobileCRM DynamicEntity createNew contact create contact entity lastname document getElementById txtLastName value get values from HTML form firstname document getElementBylId txtFirstName value fullname firstname lastname email document getElementById txtEmail value create properties for contact entity contact properties fullname fullname contact properties lastname lastname contact properties firstname firstname contact properties emailaddressi email add lookup field pointing to account contact properties parentcustomerid entityName account id accountid 3 save the entity contact save function err if typeof alert undefined alert is undefined on WindowsRT Metro if err null alert Update error err else alert New contact fullname was created null lt script gt Now save the file Update the zip package and upload it to Woodford project Sync and update c
182. rrange it as you wish b Header What to show on the item s header Options are Hidden Item will not have a header Icon amp Label Both the icon and the label name of the item will be shown Label Only the item s name will be shown c Width You can set whether to set the item s width for one Small or two large columns d Height You can set the number of lines per each item Only this number of records will be seen at first the rest will be reachable by scrolling within the list 100 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 4 Form Competitor competitor Default LJ t LA P g Te T Move Up f Rename A Move Down Y Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load Close Field Image Spacer Styles Detail List IFrame Map Media wall v X Delete Layout ave Fields abs Properties Designer M 1 5 Field Explorer Binding General Accounts List zi Name name J General Side Left Connections List lt Address Header Icon amp Label 7 IAddress 1 Teleph addressi_telephone1 E ae ae Lu Accounts List a ere Address 1 Addres addressi_addresstypec p Opportunities List Many ae eee aii dt Notes List SharePoint Documents List Street 1 address1_line1 Opportunities List SharePoint Docum City address1_city ZIP Postal Code addressi_postalcode 4 Itis also possible
183. ry Region Address 2 Name Address 2 Shipping Method Address 2 State Province Address 2 Street 1 Address 2 Street 2 Address 2 Telephone 1 Address 2 ZIP Postal Code Created On Currency E mail Fax Main Phone Modified On Owner Preferred Method of Contact Price List Resco Test Status Now we will need to change the Style In style you can define where the map pin pictures will be taken from First need to set up a new style to make it easier in the future Or you can use a predefined one Go to Edit Styles click on ImageCellStyle and click on New RESCO MOBILE CRM WOODFORD USER GUIDE 177 Application Global Style Manager 58 Required minimal Mobile CRM version 7 2 x ae 4 ImageCell Folder gt ImageCellStyle ForeColor FFO00000 ListEntityImage FormatString ListNoteImage HorizontalAlignment 4 TextCell ImageQuery eee Name ImageCellstyle gt black s VerticalAlignment Center v gt gray gt large Click on the arrow at ImageCellStyle and click on the new style Here you can set the Folder where the images for the map pins will be taken from and the style name My style is named Map Pins and images will be stored in Map_Pins folder It is also important to set the FormatString option It will tell the application how the picture map pin will be named and where it will be stored The format string need to be set to Map_Pins 0 png Map_Pi
184. s G Branding Auditing Images Offline HTML 4 Root Localizations 4 Configuration i5 Global Maps Calendar E Reminders 4 Entities 3 Account Address J Announcement lt Appointment 4 Article i Article Template Business Unit 4 Campaign r Campaign Activity Campaign Activity lt gt Sales L r Campaign Response r P it Move Up i Rename Move Down Add IFrame A Remove Add gt one e T Properties Home Dashboard Map Activities Calendar Account Contact Lead Opportunity Quote Order 14 Selected eZ Design Required Mobile CRM version 6 4 Available Items Call Import E Activity Feeds Account Appointment Case Competitor Contact Currency Discount List E mail Invoice Lead Note Opportunity Order Phone Call Price List Product Quote Service Subject 24 Available Note Green color highlights position of the same Group in Groups section and then in Home section RESCO MOBILE CRM WOODFORD USER GUIDE 107 Q Project Demo Publish Version validate l cP Version 6 20 v Save Add Publish Project Home All Groups Home 4 Root AF Dashboard 4 New Group E Activity Feeds G Branding Ry Auditing Images Offline HTML Localizations Configuration i Global Maps Calendar E Reminders 4 Entities 3 Account Address J Announcement lt Appointment 4 Article 3 Article Template j
185. s available on the Mobile CRM application s Home screen To create a new Competitor entity accessible from the Home screen we need to add it to the Home list Click Home that appears in the Project list on the left Then you only have to drag and drop or double click the Competitor field from the right column Available Items to the left column Home RESCO MOBILE CRM WOODFORD USER GUIDE 105 Required Mobile CRM version 6 4 Project Demo Publish Version validate dg E Move Up fiRename Design E L Version 6 20 _ L Move Down A Remove Publish Save Add Add Add All IFrame T Properties Group Publish Project Home Items Design Gro All v Home Available Items Dashboard Call Import E a Dashboard Map Activity Feeds E Activity Feeds Activities Account 9 Branding Y o Calendar Appointment Eg Auditing Images Account Case Offline HTML _ Contact Competitor Localizations Lead Contact Configuration Opportunity Currency ii Global Maps i i E j Quote Discount List Calendar Order E mail E Reminders 4 Entities Product Invoice gt Account Presentation file promotions htm Lead Activity Setup Note a Address About Opportunity J Announcement Order Ea Appointment article Phone Call Article Template Price List Business Unit Product iv Campaign Quote Campaign Activity Service Campaign Activity lt gt Sales L Subject Campaign Response gt 14 Selected 24
186. s on forms so if you change a style that is assigned to multiple fields even to a form on a different entity these changes are also applied to these fields Also it does not matter on which form you open and edit the Style Editor Properties that can be changed in the Form Style Editor Detailltem field are following IsMultiLine False means that the text field will be in a single line format True means that the field will be in multiline format LabelAutoHeight makes the field row higher if needed according to the size of the label LabelHorizontalAlignment PlatformDefualt follows the default alignment of the label according to the platform settings as is on not customized MobileCRM Near aligns the label closer to the field Far aligns the label further from the field and Center centers the label to the middle of the label cell LabelPosition PlatformDefault follows the default placement of the label according to the platform settings as is on not customized MobileCRM Left places the label on the left side of the field Top places the label on the top of the field can be useful when the label is long and Right places the label on the right side of the field RelativeLabelFontSize adjust the size of the label according to the default size by the positive or negative number RelativeTextFontSize adjust the size of the field text according to the default size by the positive or negative number RESCO MOBILE CRM WOODF
187. s to synchronize the Mobile CRM with the server If no server contact after X hours The device s local Mobile CRM database is wiped out if the application does not contact server after defined number of hours Invalid password X times The device s local Mobile CRM database is wiped out after entering a wrong password defined number of times Devices can be assigned to Security Policy when the device is selected and the Edit button on the toolbar is selected or double click on the device To change the Security Policy select the Policy that should be used from the options Please note that you need to create a new Security Policy in order to assign it to a device Configure Devices n Security Policy Default m Lock Application is Wipe Application _ Full Syne Application 3 2 2 Default Security Policy When a new device is used to synchronize with your server it is automatically listed under policy Default You can edit this policy by selecting the Default row and clicking on Edit button on the toolbar When you edit this policy you will define how all the device will handle Security until you move them under a custom created Security Policy RESCO MOBILE CRM WOODFORD USER GUIDE 19 3 3 Mobile Users This section enables you to manage User licenses When a user logs to the CRM server from a mobile device he might receive the Woodford customization depending on the Auto assign licenses
188. se of the Woodford integration as the authentication is covered by Internet Explorer so any middle component requiring authentication is supported Also in case of an invalid SSL the login will fail due to the Silverlight restrictions In case the Refresh Metadata will fail increase the ReceiveTimout registry key 12 RESCO MOBILE CRM WOODFORD USER GUIDE HKEY_CURRENT_USER Software Microsoft Windows CurrentVersion Internet Settings ReceiveTimeout DWORD 3600000 milliseconds 1hour 2 4 Introduction After the successful login the main screen of the app shows up 1 Administration Menu Mobile Projects Security Mobile Users Localizations Geocoding New Plugins Settings Logs and About 2 Main Menu or a Toolbar with basic options that depends on the selected item from the Administration Menu 3 Displays data and options according to the selected item from the Administration Menu Required minimal Mobile CRM version 7 4 Mobile Projects f Edit X Delete i Properties Activate a ipo Export Clone Show Users 6 Deactivate Projects Data Administration Mobile Projects Mobile Projects Name Priority Published On Is Published Type security blank 1000 12 23 2014 10 20 03 AM True Standard User Mobile Users geocoding o False Standard User Localizati Se My first test 100 1 12 2015 1 49 27 PM True Standard User Geocoding 5 Sales 10 11 10 2014 11 02 05 AM False Standard User Plugins Maintena
189. section to Force Full Sync Mobile CRM app at next synchronization on selected device section 3 2 of this manual ra M N Relationships Delete Owner Note Plugins are available only for Microsoft Dynamics CRM 2011 amp 2013 3 6 1 N N Relationships The N N relationship will disassociate the relationship between entities First you have to check the relations of the entities that you want to be able to customize In this case we will enable the Competitor lt gt Product N N Relationship Pr Required minimal Mobile CRM version 7 4 N N Relationships Delete Owner ml Save Administration N N Relationships Mobile Projects __ Campaign Activity lt gt Sales Literature Campaign Activity lt gt Marketing List Security Campaign lt gt Sales Literature Campaign lt gt Campaign Campaign lt gt Product Campaign lt gt Marketing List botnet toes C Chat Post lt gt Chat User Localizations _ Chat Topic lt gt Chat User Geocoding __ Competitor lt gt Product Plugins Maintenance Contact lt gt Lead Profile v Opportunity lt gt Competitor Logs Pack lt gt Product About _ Product lt gt Product __ Product lt gt Product __ Product lt gt Sales Literature _ Sales Literature lt gt Competitor Then open the desired project and enable the Competitor gt Product relation as you will enable an Entity Of course both entities have to be enabled as well 28 RESCO MOBILE CRM WOODFORD USER GUIDE 3 R
190. sh Project Offline HTML File Help All Manage the content of the Offline HTML package add delete or downl hl 3 Locate the zip file and press Open button 1 Publish the project 2 Sync the client application The zip file that you have uploaded should contain all the offline files that are required for your presentation Typically it contains an html file plus some js and css files As an example take a look on this simple HTML presentation It contains the index html file and common css file The common css file contains the cascading style sheet definitions of HTML elements see www w3 org for more info about css You can also add your html js css or any media files separately using Upload button You can also create folder structure rename delete or download files included in Offline HTML index html lt html gt lt head gt lt link rel stylesheet href styles css gt lt script type text javascript src JSBridge js gt lt script gt lt head gt lt body gt lt div class account gt lt div class text gt lt h1 id account name gt lt h1 gt lt p id address street gt lt p gt lt p id address city gt lt p gt lt p id phone gt lt p gt lt div gt lt div gt lt body gt styles css body font family Helvetica Arial sans serif 196 RESCO MOBILE CRM WOODFORD USER GUIDE font size 8px padding 15px line height 1 2em wr aD w No
191. sly and is handled by two callback methods that you pass as parameters of ex ecute function First function is for success The result set is passed to this function in a parameter The result set may be in various forms The structure of result is defined in first paramete r of the execute function Possible values are Array entities are represented by two dimensional containing the requested values Example 89076B83 4EC0 4544 9CD5 2E85696E2F2D A company name 5B2C3261 18F1 4C59 9713 8D0D4F94AA30 Another Company JSON json representation of entities XML result is XML result set similar to CRM SOAP response DynamicEntities array of objects of MobileCRM DynamicEntity see next section for more If there was a problem obtaining the entities the failure callback third parameter of the execute function is called and error message is passed to this callback Fourth parameter is the scope for the callbacks this object inside the callback functions will point to the parameter passed here You can leave this parameter empty Note Remeber that the results are obtained asynchronously When put together the above code looks like this function OnFetchData var entity new MobileCRM FetchXml Entity account alternatively you can set the entity entity addAttribute accountid entity addAttribute name entity orderBy createdon true First sort by creation date newest
192. t eh er 4 efery wr far few RAM ey Big Time Cors Big here vsserd on Twitter Byte The intent tom Gag Tene Cusen figTeveCrveerti Big Tne unm a s bhs mop tet eee Ome vee ye DOO VW ae Big Wheel Cycies Dicyciss Gites adele Sucre ree wt eee my a ng we Tene 5 Lapeer D Ow Aw r rarna Corned beyti shoe LH ADI Tip You can check our Blog Post about LinkedIn integration search 4 5 4 2 Map Frame The Map frame processes 2 entity s properties GPS coordinates and visualize them on a map To be able to set the map coordinates the entity in this case Accounts must possess the latitude and longitude enabled property Prerequisites for the Map GPS and Geocoding as well as Update GPS option on custom entity s form To be able to see the action button and to be able to use the Update GPS to assign the current GPS enabled device s GPS coordinates to custom entity fields these are the steps that need to be done in order to use it The entity must have a floating point number fields which names end with latitude and longitude e g GPS_ coordinates latitude and GPS coordinates longitude or as in case of Accounts Contacts and Leads Address1 Latitude and Address1 Longitude and the field must be Floating Point Number type Precision need to be set to 5 decinal numbers Maximum Value to 180 00000 Minimum Value to 180 00000 78 RESCO MOBILE CRM WOODFORD USER GUIDE Ll A Save
193. t Note The zip should only contain images you want to replace or add so if you use the sample zip you need to remove all the default images otherwise they will be used twice in the project and the project will increase in the size resulting to possible problems in synchronization and increasing the time of synchronization RESCO MOBILE CRM WOODFORD USER GUIDE 131 4 13 Configuration Using the Configuration you can set some of the Resco Mobile CRM mobile application settings remotely You can also prevent the settings from modifying by user Each option has a description and some specific options are specified bellow On the most right column Default Value there are the default values as they are set in the out of the box version that can be downloaded from the stores or from our website If you want to set the setting remotely you need to change the setting If you want to prevent user from changing the settings in the Mobile CRM Setup you need to tick the Lock checkbox If you only want to change the default settings and you want to give user the possibility to change the settings keep the Lock cleared and the settings will be set only when the project is published Mobile CRM application shows the message Application was updated after synchronization The Value column is used to define the value of the setting The changed option is highlighted in Bold Q Project Testing project ii Publish Version i
194. t Name E mail Main Phone Fax Web Site Currency Price List IFrame Add Wall v A Add Media ES General E Address f Notes List Required minimal Mobile CRM version 7 1 i Move Up Ef Rename a A A Move Down Properties On Load On X Delete Change Acti Rules lj 1 Field Explorer Activity List Appointments List Cases List Contacts List E mail Messages List Invoices List Leads List Notes List Opportunities List Orders List Phone Calls List Quotes List Service Activities List Tasks List By moving commands from section Available to Selected you enable this command to be available on the entity Edit Form Form Commands Editor Q Commands qr Add el Delete Save amp New Close Comma Clase Commands Selected Commands ChangeState EmailLink Required minimal Mobile CRM version 7 1 ro Reset To Default 2 O e On On Can Execute Execute Rules Available Commands Delete Favorite aa ChangeStatus 82 RESCO MOBILE CRM WOODFORD USER GUIDE If there is an item that has multiple options like ChangeState ChangeStatus you also need to set which options will be available on the command Default commands have the following functionality ChangeState Change state code of a record You can also specify which state options will be available to user Each state option will be displayed as separate command ChangeStatus Change status code
195. tandard App UI dp Add A Delete TG Import S Export Search Id a About About Subtitle account account s account accountcategorycode account accountcategorycode 1 account accountcategorycode 2 account accountcategorycodename account accountclassificationcode account accountclassificationcode 1 account accountclassificationcodename account accountid account accountnumber account accountratingcode account accountratingcode 1 account accountratingcodename account addressi_addressid account addressi_addresstypecode sanmunt sddennni sddennnhunnanarda 3 Organization About propos Infos sur l application Compte Accounts Category Preferred Customer Standard Classification Default Value Account Account Number Account Rating Default Value Address 1 ID Address 1 Address Type oill Ta Required minimal Mobile CRM version 7 4 I Show English English About a Application Info Account Accounts Category Preferred Customer Standard Classification Default Value Account Account Number Account Rating Default Value Address 1 ID Address 1 Address Type Ol Ta When you select All in the left part of the screen you will see all the field strings available When you click on Entities you can see all the field strings related to Entities You can also scroll down the entity list and view field strings per entities Clicking on Standard App UI you
196. te Calendars option in the application s Setup section A system admin can however change this default setting or enable disable this option For this go to Woodford s Configuration tab and click on Show Personal Events Required minimal Mobile CRM version 7 1 Project Calendar colors Publish Version id Latest zj Publish Save All validate Publish Configuration All Zaj Mobile CRM Configuration Search Auditing a Images Name Set Lock Value Default Value Offline HTML 4 User Experience z Localizations Allow Advanced Find True Whether the user can use Advanced Find and creat 2 Configuration liE Global Maps Application Color FFFF0000 Application Color AARRGGBB A aplha R red G g E calendar E Events eee Audio Video recording quality Medium The recording quality and file size for audio or vid Process Flow 5 Capture Photo Size vV _ Max_640x480 v Default The default photo size for photos taken in the app 4 Entities 3 Account Client Customize True Allow the mobile user to hide entities A Activity OES Enable List Buttons True Whether to show list row buttons Address aaeeei Save Signature As PNG False Whether to store signature as vector image SVG or lt Appointment edit crm Article Show Personal Events v _ True z False Whether to show personal calendar events in the ay i Article Template Use CRM Email False When sending emails use
197. ting views forms charts and creating filters to get only the data we need and sort them More information about different type of projects can be found in Advanced Topic section Click New in the Main Menu to add a new project We can name the project e g SalesApp pick up one or more roles for which the project will be used Salesperson in our case and we also have the option to assign the project a priority Priority is useful if one user has more roles to which exists a mobile project For example let s assume you have Sales Person and Sales Manager security roles with different permissions But because Sales Manager needs to have access to Sales Person data they have both roles assigned So if you will create a project for Sales Person and Sales Manager both with priority 0 Sales Person will get the correct project as each sales guy has only one role assigned but for manager it is not determined But if you will increase the priority of Sales Manager project let say to 1 or higher the project for Sales Manager role in this case with the highest priority will be used So at the end it will not affect any sales person but it will manage to get the sales manager the correct project Let s put there 30 to make sure this one will be always used Add Mobile Project X Type Standard User v SalesApp _ CEO Business Manager Matus _ CSR Manager Matus _ Customer Service Representati
198. tion Clipboard Command Name Equals DocAction CaptureInk x Here is list of all DocActions so all the possibilities you can do with Note attachment s commands Actions for empty Attachment Configures the view for Capturing Signature When disabled list of available commands is shown Capturelnk Asks the user to capture a photo and loads the chosen media into the view CapturePhoto Asks the user to choose a media image video depending on what the platform supports and loads the chosen media into the view SelectPhoto Asks the user to choose a file and loads it into the view SelectFile Asks the user to record an audio note and loads it into the view RecordAudio Asks the user to record a video and loads it into the view RecordVideo 88 RESCO MOBILE CRM WOODFORD USER GUIDE Actions for non empty Attachment i e when there is a file attached to a Note Clears the view and marks it as empty Clear Shows a preview of the loaded document fullscreen etc View Opens the loaded document in an external application Which application will be used is platform specific OpenExternal Find external application for opening specific document Find method is platform specific i e find on Android Market FindApp Saves file in device platform specific Download Copy image to clipboard Copy Paste image file from clipboard Paste Prints the document Print Let user to choose smaller image resolution Resizelmage Let use
199. tyle Manager Click on Edit Styles button then on the ListNotelmage To change the Subject name of the Note click on ImageQuery field 166 RESCO MOBILE CRM WOODFORD USER GUIDE Application Global Style Manager Ld dp Add X Delete Save Save amp Close Properties Close Style 4 ImageCell Folder ImageCellStyle FormatString ListEntityImage HorizontalAlignment ListNoteImage ImageQuery annotation documentbody 4 TextCell Name ListNoteImage gt primary VerticalAlignment Near v gt black gt gray gt large By changing the Subject field you will set the name of the Note from where the picture will be taken RESCO MOBILE CRM WOODFORD USER GUIDE 167 Image Query Image Data Note Document Conditions Value must be explicit value id or target_entity_property_name Field Value ListImage x objectid id x subject Save Cancel You can also create more ListNotelmage styles to use different notes for different Views If you have more ListNotelmage styles make sure you set the correct one for the img item 168 RESCO MOBILE CRM WOODFORD USER GUIDE View Default dieiesgexweaebhyR ages x b Down Save Save amp Add Add Add Delete Edit Buttons Select Edit Edit Edit Copy Add Clone Delete Close Image Map Pin Styles Fields Filter Sort Search Design Row Row Row Row Script e Cell Query Rows Properties Designer B 1 5 Fields Explorer Defa
200. u G Fi AA Move Down Properties Save Save amp Add Add Add Edit Add Add Add Add Add Add On Load On On Close Field Image Spacer Styles Detail List IFrame Map Media wall X Delete Layout Change Save Fields Tabs Actions Rules Properties Designer B 1 5 Field Explorer Binding product compet 5 General Products List Many Side Right Z Notes List Header Icon amp Label v E Products List Many Width Normal v T Height 2 X Orientation Horizontal v Address fi 3 6 2 Delete Enabling the delete functionality the changes made on the server will be tracked When you check an entity in this plugin when an item from the entity will be deleted on the server the change will also be RESCO MOBILE CRM WOODFORD USER GUIDE 29 applied on the device thus the item will be deleted from the local database on the device on the next sync Par Required minimal Mobile CRM version 7 4 N N Relationships Delete Owner Save Administration Delete Mobile Projects Account al Security _ Address Ja Hoas _ Announcement Localizations V Appointment Geocoding uaa _ Article ve es _ Article Template Settings _ Attribute Map Profile _ Business Unit Logs _ Campaign About _ Campaign Activity _ Campaign Response v Case _ Case Resolution _ Chat Comment _ Chat Post _ Chat Topic _ Chat User _ Comment Competitor Connection A 3 6 3 Owner Enabling the tracking on the entity
201. ult v Account Row Address 1 City Name Default Address 1 Street 1 Height 40 Address 1 ZIP Postal Code Cell Email Bounds 2 2 36 36 Account Name Kind ag Main Phone Style ListNoteImage E Anchor Account Name Address 1 Street 1 Address 1 Address 1 City Now save these changes publish the mobile project and synchronize the Mobile CRM application Open any Account record in the app create an associated Note with Subject ListImage and attach capture a picture This picture will be used on the list for this record RESCO MOBILE CRM WOODFORD USER GUIDE 169 5 3 1 1 2 Edit Form picture from Note You can add a picture for Edit Form in a similar way as on a View When on e g an Account edit form click on Add Image and select FormNotelmage Q Form Default Save Save amp Add Close Field WE Add Edit Add Spacer Styles Detail ge FormNoteImage Properties e Binding imaget 3 z imagel Style FormNotelmage j Account Name Email Main Phone Fax Website Currency Price List J B H o v Add Add Add List vw IFrame Map ads imagel name emailaddress1 telephone fax websiteurl transactioncurrencyid defaultpricelevelid O t Add Add Media Wall v x Delete General i wi d Ship s Notes List Move Up Move Down T Properties Fi Fh A df On Load On On Save Edit Change Comn Rules Comma 1 6 Field Expl
202. ur l application Compte Compte Accounts Accounts Account Account Account Number Account Number Ville Ville Pays Pays Address 1 Latitude Address 1 Latitude Adresse 1 Adresse 1 Adresse 2 Adresse 2 Adresse 3 Adresse 3 Address 1 Longitude Address 1 Longitude Code Postal Code Postal R gion R gion Address 2 Latitude Address 2 Latitude Address 2 Longitude Address 2 Longitude Accounts Accounts Denstad On Denstad On The state font of the localization string meaning Normal localized expression is taken from the server Required minimal Mobile CRM version 7 4 IV Show English I Show Organization English E About Application Info Account Accounts Account Account Number Address 1 City Address 1 Country Region Address 1 Latitude Address 1 Street 1 Address 1 Street 2 Address 1 Street 3 Address 1 Longitude Address 1 ZIP Postal Code Address 1 State Province Address 2 Latitude Address 2 Longitude Accounts Censtad Or Bold expression from the template is used to overwrite the original text Italic expressions that are not available on the server neither on the template thus the English default version from the server is used Italic Bold new text not in template nor on server 24 RESCO MOBILE CRM WOODFORD USER GUIDE 3 5 Geocoding The Geocoding section in Woodford contains tools for geocoding your records according to the addresses this means you c
203. urce for the image e g a lookup field the string should look like folder_name 0 png 0 represents the target name name of the lookup record according to which the image is used HorizontalAlignment Near aligns the image to the left side of the cell Far aligns image to the right side of the cell and Center aligns the image to middle of the cell 54 RESCO MOBILE CRM WOODFORD USER GUIDE Name Name of the style VerticalAlignment Near aligns the image to the upper side of the cell Far aligns the image to the bottom of the cell Center aligns the image to the middle of the cell Application Global Style Manager 58 Required minimal Mobile CRM version 7 4 Styles dp Add F Delete Save Save amp x Close Properties Close Style 4 ImageCell BackColor 00000000 ImageCellStyle Folder ListEntityImage ForeColor FF000000 ListNoteImage FormatString New Style 4 TextCell HorizontalAlignment ImageQuery gt prima eee Name ImageCellstyle gt black VerticalAlignment Center E gt gray gt large The properties of the TextCell used when the Kind is Text are following AutoHeight Adjusts the row s height to fit the field in case the field element in designer is smaller than the font BackColor Color of the field s background color of the cell FontSize Size of the text s font ForeColor Color of the foreground element in this
204. ve Matus _ Delegate Matus _ Marketing Manager Matus _ Marketing Professional Matus _ Salesperson Matus _ Schedule Manager Matus _ Scheduler Matus _ System Administrator Matus _ System Customizer Matus _ Vice President of Marketing Matus _ Vice President of Sales Matus 36 RESCO MOBILE CRM WOODFORD USER GUIDE Click OK and now we can start editing the SalesApp project Click Edit in the Main Menu while having the SalesApp project selected You now have a list of all available entities from your Dynamics CRM server on the left Look for Competitor entity click on it click on the green Enable button in the top toolbar to make it available in our project and Save the change Q Project SalesApp Publish Version Enable IP Latest Zaj Disable Publish All validate Publis Sync Filter Entity All Zaj Entity Campaign 7 Display Name Competitor Campaign Activity Name Competitor Campaign Activity lt gt Sales Liter Mode Online amp Offline v i Campaign Response Conflict Strategy Server Wins Campaign lt gt Sales Literature C Permissions iv Read v Write W Create V Delete l Case Advanced Properties Include Lookup Labels iP eae me Case Resolution amp Competitor 3 Forms E Views ap Charts Fields Indexes Competitor lt gt Product S Connection fo Connection Role 8 Contact Contact lt
205. w j All Emails Public View a Phone Call _ All Phone Calls Public View _ My Phone Calls Default Public View 4 15 2 Constraints In Constraints you can set limitations for the calendar RESCO MOBILE CRM WOODFORD USER GUIDE 135 In Date Range you can set the date when user can create activities from the calendar Time Range sets hours when user can create activities from the calendar Day Filter specifies which days are available on the calendar and when user can create activities from the calendar In Tabs you can enable disable calendar views tabs Edit Calendar Tourplan Required minimal Mobile CRM version 7 1 Views Constraints Rules ae Save amp Close F m e m 1 lope Date Range Es z Es Time Range 9 17 Example 8 15 Business Hours Day Filter x pondelok W utorok x streda tvrtok piatok sobota _ nede a Tabs Agenda x Day _ Week Month 4 15 3 Rules You can also control the color of the entries in the calendar based on Rules functionality This is similar to Form Rules so prior form rules knowledge and experience is needed 136 RESCO MOBILE CRM WOODFORD USER GUIDE You can set different rules for specific activity entity or you can setup Global Rule where you can e g disable the drag amp drop functionality for a specific entity Edit Calendar Calendar all ae R Required minimal Mobile CRM version 7 4 k Save amp Close Close Activ
206. w the project contains the html files and after you sync the application these files are downloaded to the client But no HTML files are displayed to the user yet To achieve this let s add an Iframe item to the Home screen Adding a new Iframe item 1 Click on a Home item in the MobileCRM project 2 Press the Add Iframe button Located on the top ribbon 3 Name the Iframe and set the URL Name MyPresentation Url file index html Authenticate 4 Press OK Save and Publish the project URL specified is the relative path to your html file within the zip file In our sample case the path will be file index html note we are using file prefix instead of http If your zip file contains directories and subdirectories the path to your html file could look like file dir subdir file html Using Woodford you can also add an HTML frame to any entity form Within this form you can pass through the URL entity specific properties to the html file To add an HTML file to entity form do the following 1 In Woodford MobileCRM project open the entity form you want to modify RESCO MOBILE CRM WOODFORD USER GUIDE 197 Q Form Default kt E E RA t Move Up af Rename da A A l Move Down f Properties r Save Save amp Add Add Add Add Add Edit On Load On On Close IFrame Map Signatur Wall X Delete Styles Change Properties Designer M 1 2 Field Expl
207. wer you requests Mobile Users da r q Localizations Email matus stanovsky resco net Geocoding Plugins Company Matus Maintenance First Name Mat Settings Last Name Stanovsk Profile iga Job Title support About Phone 42190356563411 Country SVK 3 8 Settings When you keep the option Auto assign licenses checked each user that will log into the CRM using a mobile device will be granted a license to use the Woodford customization If you disable this option you will have to go to the Mobile Users administration and manually change the state from Pending to Enabled Until that time the user will not be able to use the Woodford customization You can also see the amount of available total licenses If you check the Send licenses assignment you will receive license assignment notification to the email that you specified in Profile and you can add additional email addresses which will also receive notification about assigned licenses 32 RESCO MOBILE CRM WOODFORD USER GUIDE jeu z Required minimal Mobile CRM version 7 4 3 Settings Save Settings Administration Settings Mobile Projects Siy Organization settings Mobile Users vi Auto assign licenses 6 50 Localizations _ Auto free up unused licenses not synchronized in last 90 days Geocoding User settings Plugins Maintenance V Check for updates on startup Settings V Send licenses assignment notific
208. y XHDPI Name custom_command Colorize Other DPI versions or images for other platforms can then be added in more simple way Just locate the newly added image and continue adding images by double clicking on the no image icon dedicated 126 RESCO MOBILE CRM WOODFORD USER GUIDE to other platforms Required minimal Mobile CRM version 7 2 Project Sales Publish Version EJ TG us LA Latest z oP Publish Save Add Import Export All Q validate Publish Images Image Data O Images Platforms Directories A Home iPad iPhone i Android RFI Dashboard HDPI XHDPI LDPI MDPI HDPI Social x o Branding X custom_command Cmd 7 F4 Auditing 2 Images on e Q Q i Global Maps K Calendar ea P Events amp Reminders Delete Cmd Color Theme E SharePoint Process Flow Entities 4 3 Account E3 Forms Views aij Charts DownloadUpdate Cmd Fields Indexes gt Activity AN AN AN AN LF 4 d 4 p oe SD p Click on the custom no image icon and upload your icon RESCO MOBILE CRM WOODFORD USER GUIDE 127 Edit Image Directory Cmd Name custom_command Platform MonoTouch DPI HDPI Colorize Default Q Delete l Save Cancel 128 RESCO MOBILE CRM WOODFORD USER GUIDE Required minimal Mobile CRM version 7 2 Project Sales Publish Version FA A P hH P amp i Latest y I Publish S
209. ylesheet href styles css gt lt script type text javascript src JSBridge js gt lt script gt lt head gt lt body onload onBodyLoaded gt lt div class account gt lt div class text gt lt h1 id account name gt lt h1 gt lt p id address street gt lt p gt RESCO MOBILE CRM WOODFORD USER GUIDE 201 lt p id address city gt lt p gt lt p id phone gt lt p gt lt div gt lt div gt lt h2 gt Add new contact lt h2 gt lt table gt lt tr gt lt td gt First Name lt td gt lt td gt lt input id txtFirstName type text gt lt td gt lt tr gt lt tr gt lt td gt Last Name lt td gt lt td gt lt input id txtLastName type text gt lt td gt lt tr gt lt tr gt lt td gt Email lt td gt lt td gt lt input id txtEmail type text gt lt td gt lt tr gt lt tr gt lt td colspan 2 gt lt button id btnSubmit onclick addUser gt Add Contact lt button gt lt td gt lt tr gt lt table gt lt div gt lt div gt lt body gt And this is how we want to have the HTML document displayed within the CRM application Active Cycling Active Cycling 100 Red Oak Lane Dallas 555 0135 Add new contact First Name fT S E zman Add Contact HTML elements within this file are styled in separate style css file and the definition of this styles looks like this body font family Helvetica Arial sans serif font size 8px padding 15px

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