Setup a Resco trial in Resco Cloud

Resco Cloud is a lightweight backend that is fully compatible with Resco Mobile CRM.

It’s a fast way to view and sample the Mobile CRM Toolkit without needing to setup a Microsoft trial tenant and instance.

To initialise a trial:

1.       Navigate to https://rescocrm.com/Register.aspx

2.       Enter details for the trial.  For users based in Australia, choose USD as the default currency to ensure $ based formatting.

3.       Choose the primary orientation of your use case for trial.  Make sure to focus the selection on what is most of interest to you.  The trial will be specific to this scenario, so that you’ll need to create a separate new trial if you want to experiment with a different toolkit.

4.       Make sure to select Sample Data so that everything is ready for experimenting

5.       Don’t utilise Email Integration for an initial trial, but also note that Gmail is no  longer supported

6.       Confirm agreement with the Privacy notice and Terms & Conditions, and then register

7.       The process is relatively quick (faster than a new Dataverse instance)

8.       On completion, you’ll be directly logged into the solution

Sales example:

Inspections+ Example:

9.       You’ll also receive an email with details of the link, your registration email id, and how to update your password if necessary. 

In due course, Resco will also reach out to you in case you need assistance or have further inquires.

10.       To view the mobile experience, download the Resco Mobile CRM app from your device’s app store

11.       Open the app to view the default (disconnected) profile.  This can also be explored by itself

For example, Android:

12.       Tap the sync button

13.       Choose Internal User

14.       Enter your login details.  Select Save Password so it doesn’t need to be entered on each future sync.

15.       The default project will open, ready for you to explore.

This example is for the Sales project on Android:

Further information about the CSM Business and Mobility and the Resco Mobile App Development Toolkit can be found here, and details regarding the full suite of Resco products are listed on their website.