Author: Carl

Resco Mobile Client, Online Mode vs Offline Mode

In the Resco Mobile Client, there is online and offline mode when working with your data from Dynamics 365, Salesforce etc. In this post, we will show how it works. Online and offline mode is set by clicking on the computer icon in the Resco Mobile Client. Online looks like below, with the “computer screen” filled in: Offline looks like below, with the screen not filled in: With Online mode … Continue reading Resco Mobile Client, Online Mode vs Offline Mode

Installing the Resco Mobile App for Windows

To install the Resco Field Service Mobile App for Windows, go to: https://www.resco.net/support/downloads/ Select Windows (desktop): Open the file: Click Next: Click Next: Click Next: Click Close: Now, from the start menu, run Resco MobileCRM. You will see below. Click Internal User: Select Standard User and enter your credentials. Click Refresh: It will show as Synchronizing: When complete, you will then be able to use the mobile client:  

Installing the Field Service Mobile App for Dynamics 365

Once you have installed and configured the Resco Mobile Solution in Dynamics 365, you can use the Resco Mobile Client. The client can be downloaded on Smartphones. Click on this link to find the links to your phone app: https://www.resco.net/support/downloads/ Select to Install: Select Internal User: Enter your credentials, i.e. your Dynamics 365 URL, email login, password. Press the refresh icon in the top right, and you will then be connected … Continue reading Installing the Field Service Mobile App for Dynamics 365

Installing and Configuring the Resco Mobile Solution for Dynamics 365

To install the Resco Mobile Solution, first you are using a browser that supports Silverlight and you are running in non-Private mode. Go to: https://www.resco.net/mobilecrm/woodford.html Select the version of the Resco client to install. I will select 2013, 2015, 2016: Download the file: In Dynamics 365, import the file: You will see when complete: Once downloaded, click Publish All Customizations: Refresh Dynamics 365. You will see MobileCRM under Settings. Select Woodford: … Continue reading Installing and Configuring the Resco Mobile Solution for Dynamics 365

Power BI – Analyze in Excel

In Power BI, we have the ability to analyze report data in Excel. There are several ways to access this functionality. For example, select a data source and then Analyze in Excel: Alternatively, select Reports and then Analyze in Excel: Or, go to Apps and select your app: Select View Related: Select the Analyze in Excel icon: Once you select Analyze in Excel, you will see “First, you need some … Continue reading Power BI – Analyze in Excel

Using Quick Insights in Power BI

Quick Insights are a feature of Power BI that analyses data sets and finds patterns, trends and outliers. Once your data is uploaded to the Power BI cloud, you can use the Quick Insights feature. Using it is simple. First log into https://powerbi.com. Go to a report you have created in your app workspace and select the Quick Insights icon: Alternatively, select the Dataset and View Insights. The insights actually … Continue reading Using Quick Insights in Power BI

Creating a Report in the Power BI Service

To create a report in the Power BI Service, go through the following steps. Log into https://powerbi.com and select your app workspace: Click on Dataset and select a dataset. If you do not have one, create one. For example, to create a dataset from an Excel file, select + Create ->Dataset: Under Files, select Get: Select Local File. I have a customers.csv file I will upload: The dataset will be … Continue reading Creating a Report in the Power BI Service

Building Your First Power BI Report for Dynamics 365

Power BI can connect to Dynamics 365, so we can build reports connecting the two systems. In this post, we will go through building your first Power BI report connecting to Dynamics 365. The steps we will go through to build a report are: Connect Power BI Desktop to the Dynamics 365 Web API Remove Columns and Add Columns through Power Query (M) Create Relationships and Build the Report Publish … Continue reading Building Your First Power BI Report for Dynamics 365

How to Delete a Git Branch from Visual Studio

To delete a Git branch from Visual Studio, go to Branches: Ensure the branch you want to delete is not currently opened as your working branch, i.e. not bold: Right-click it and select Delete: The branch is now deleted: