Quantcast
Channel: Resco Forums: MobileCRM
Viewing all 435 articles
Browse latest View live

"+" sign top menu event

$
0
0
I apologize if this question was asked before. I would like to know what event is trigger on a form when the user tap on the  "+".
Does JSBridge provide implementation for that?

Thanks
Jose

Alert.CorruptedConfig

$
0
0
http://imgur.com/e0GaX30

Any idea what this error is referring to?

Exporting Views and Forms

$
0
0
is it possible to export Views and Forms for one project and upload them to another?

GPS couldnt initialize

$
0
0
Hi,
I am trying to get the GPS integration working in my solution. I have an entity that has the appropriate latitude and longitude fields, with the correct type and precision as specified in the guide. I have added the fields to the form and specified an on load event to get the GPS location

I've checked that the GPS device on the Windows 7 Tablet is working and getting a reading using the built in utility for it. When attempting to get the location using the application, I get an error along the lines of 'Cannot initialize GPS".

How can I troubleshoot what is going on?

The GPS device communicates on the NMEA Com Port of COM7
The tablet is a Motion F5 ruggedised tablet.

Return to demo version

$
0
0
Hello,

One of our users is having problems with synchronizing.
Each day when she turns on the app the demo version is shown with the bike shops. She then fills in the company data (URL, username, password, ...) and synchronizes again but some time later it switches back to the demo version.
Is this a known problem or is there a solution for this?

Thanks!

James

Create report HTML

$
0
0
Hi everybody!!

I am new in development area. I am working in Resco Mobile CRM. I try to create a report in offline mode. I have read a post in this forum about run reports in offline mode. It recommends to read Woodford guide. I have already done it. But I have some doubts.


First and basic, In this guide I cannot find any specific information about reports, so what kind of program should I use? and what kind of project should I create? (report server?)

When I have solved the above, I would like to know where I get the datasource, for working offline I think the datasource will be on Resco Mobile CRM app. Does it make sense for you?

I apologize for my lack of knowledge

Default Map Provider

$
0
0
Hello,

Is it possible to change the map of MobilCRM app on Windows from Bing Maps to Google Maps?

We're using Windows tablets but we want to use Google Maps as default map provider.

Thanks in advance.


IFrame and onSave functionality

$
0
0
Hi,

I'm having a problem with the MobileCRM.UI.EntityForm.onSave and my iFrame.

I'm able to customize the iFrame and save a Payment entity, but when I load the values on the iFrame and tap on the save icon on the top left corner the onSave never got triggered.

What can I do to trigger the onSave?


Thanks
jose


Spell Check

$
0
0
Hi,

Is spell check something that is in the pipeline for the Mobile CRM app? 

Thanks!

Sam


Change Error Messages

$
0
0
Is it possible to change the description of a error message.

Unable to install Mobile CRM on Windows RT Surface

$
0
0
Hi,

I'm trying to download the Mobile CRM app onto an older Windows RT 8.1 Surface from the Windows store but I get the following error:

Purchase error

Sorry, this app can't be installed. Your PC might not meet the minimum system requirements or might be out of date. Check Windows Update to make sure you have the latest updates installed.

It has the latest Windows updates installed. Is the device supported? 

Thanks,

Sam

Case Resolution Dialog Problem on RESCO Mobile CRM

$
0
0
On PC (CRM 2011), when user would like to resolve case, the case resolution dialog will pop up to allow user input resolution for the case.  

On Mobile CRM (version 8.0+), when user resolves case, Mobile CRM allows user to select resolution and close the case.  

The problem is when we sync and check back on PC, the cased was closed but the resolution on PC does not sync back to server.

Please help

Thank you

Recommended Image Sizes for Offline Content

$
0
0
Hi,
I have to upload few images in the offline html section.These images will be displayed using Iframes on the forms. I have few questions

1) I tried uploading a png image and displaying it via a Iframe on a form. I could see the image in the desktop client but not in tablet. I created an html file and added that image in it and changed the Iframe source to point to html. I could see the image/html file in tablet! Is this usual behavior? Why are the images not visible directly?

2) Is their any recommendations on
a) How many images can be uploaded in offline section?
b) Size of the image?
c) Type of Image?
d) Total Size of all Images?

Please provide me some answers.

Thanks
Monica

Mobile Device Selection

$
0
0
Hi,

I am working with a client to select mobile devices to be used with Resco Mobile CRM For Dynamics CRM and was wondering if functionality differs in any great way between devices.

I have mostly used IOS devices with Mobile CRM in the past (both iPhone and iPad) but my client is looking at cheaper alternatives on the Android or Windows OSes.

What functionality if anything is missing (or additional) on the Android or Windows client app? e.g. I notice that photo capture is listed under IOS and Android but not Windows client features. Is this something that is missing from the Windows client?

Also how does the Mobile CRM client identify if the device is a phone or a tablet? For example would a phablet such as the iPhone 6 Plus or Samsung Galaxy Mega 6.3 be identified as a phone or tablet in the app? Ideally we would like to see the tablet style layout on these devices.

Many thanks.

Show Retreived Records on Account/Contact Form (fetchxml)

$
0
0

I'm learning about several resco features but am new to resco.  For instance I did read about the Javascript Bridge .

The original task was to take serveral relationships between account and opportunity and several relationships between contact and opportunity and display them in one area.   For instance an opportunity may have two custom fields - 'Project Driver' and 'Salesperson' - and they're both contacts.  But I'm not interested, coming in from the contact form, having a grid for 'Projects Drivers' and a grid for "Salespeople' I want them both in one 'area' as 'opportunities' not as specific relationships.  This has been accomplished in the online crm.  I have an HTML web resource that uses the XRMServiceToolkit to call fetch functions on several relationships, displaying them in HTML.  To make this work, I pass the
parent window's id to the web resource and use various filtered fetch commands.  (the filter is the parent id)  The end result is that I fetch the needed records and then display them programmatically.

 

I know how to make the mobilecrm links to entities, but I don't know how to get them onto the account and contact screen based on the fetchxml.  Ideally I do not want to have to run a third party site and use an iframe (that would be a last resort).

 

How would you advise making a similar tool in Mobile CRM to what I have created using the xrm service toolkit?  Keep in mind that I am not familiar with much of mobile crm, but do have woodford installed, can make minor customizations and have written a similar application in the online crm.


Error While Synchronizing

$
0
0
Hi, My company is assessing both the Microsoft CRM and the Resco client. I´m getting the error below while syncing the Resco client with Dynamics CRM Online: I get: Syncing Syncing ServerDeletes 'Exception while fetching entity annotation Server Error: -2147217149|Annotation entity doesn't contain atribute with Name = ''Id'';|2015... I'm am using the evaluation Dynamics CRM database. Any clues? Windows 8.1 x64 Surface Pro 4 GB RAM Thank you.

Hyperlink to show entity info

$
0
0
Hi, I have an iframe that display the invoice number. I want to make this invoice number a link so when the user tap/click it will bring the invoice information.

I was trying:

<a href="javascript:showInvoiceInfo(id)">12234</a>

and then:
but is not calling this function

showInvoiceInfo : function(invoiceId)
{

var invoiceRef = MobileCRM.Reference("invoice", invoiceId);
var relationship = MobileCRM.Relationship("new_invoice_new_paymentlineitems", invoiceRef, "new_paymentlineitems", "new_paymentid");

// I tried with the relationship variable but did not work
MobileCRM.UI.FormManager.showDetailDialog("invoice", invoiceId, null);
}

any help would be greatly appreciated.

Thanks
Jose

Disabling Qualify Function for Lead

$
0
0
Good Morning.

Is there a way in Woodford where I can disable the "Qualify Lead" functionality to prevent the user from clicking on it? I.e the users should only see the Save button and not the menu button next to it.

In CRM we have a process where a lead is created and goes through a process before it is manually closed. We hid the "Qualify" button in CRM so that users could not select it but users now found the button in Resco. I have looked in JSBridge but can see anything to help achieve this.

Many thanks
Wynand


Display (not alert) basic fetchxml links (resco format, iframe)

$
0
0
Hello,
I am having issues writing to an iframe with text (not alerts, I've figured out how to do alerts) in mobile crm and the examples are overkill.  The examples all involve dropdowns and alerts and multiple options.  I don't want that.  I want simple lines written to the offline html document, not even in a table.

Can someone please give simple sample code that takes fetchxml, runs a for loop and then outputs two parameters (ideally the name and the id) in rescocrm link format?  I assume the jsbridge will be used here.

The fetchxml can be as simple as you want - ideally it would pull down the name and opportunityid off of an opportunity and then filter based on the accountid which is passed - but just getting any fetchxml to write to the actual iframe would be enough for me to figure the rest out.

Disable Activity Complete?

$
0
0
After reading about the possiblity of disabling a menu command for leads in another post, I went looking for similary capability for activities, but it was not there.

We do not want our users to complete activities. Is there a way to prevent this in mobileCRM? Ideally, we would like to remove the entire menu item in the top right corner, but I'm open to other ideas.

Thanks!
Viewing all 435 articles
Browse latest View live