Resco provides a device agnostic mobile solution for Microsoft Dynamics 365, which quickly allows your team to access critical information whilst away from the office. Resco provides a flexible toolkit to rapidly build and deploy customised Apps to enable users to consume and update CRM details.

Empower your Sales Team with mobile tools that let them capture leads, update opportunities or create actions. Enable your Field Service Team to view appointments, access route plans, pinpoint problems on a map, consume parts or capture customer sign off. Even create consumer Apps that change how your customers interact with your team.

As Resco Partners SAM7 can help you configure the perfect solution for your mobile team. Whether that’s part of a new Microsoft Dynamics 365 implementation or as a bolt on to an existing project, SAM7 can help.

One of our Customers was trying to replace a field based form managed via Excel spreadsheets. Once information had been collated on the spreadsheets this was manually passed back to the office team to rekey into CRM and complete the process. Furthermore photos taken to accompany the spreadsheet were also sent back to head office to upload and attach in CRM.

We implemented a Windows App that provided a total replacement to the previous manually intensive process. Compliance staff can now quickly open the App and create a new instance of the form. From here they can record pertinent information, include photos, calculate costs and capture the Customer’s signature. Once filled in and authorised the form automatically flow back to CRM.

Head office now receive the information automatically, and because the form is straightforward to use staff now complete the details within the App in front of the Customer.