Resco MobileCRM

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Resco Workshop 2011
Deepen your mobile CRM skills
www.resco.net/mobilecrm
http://twitter.com/rescodevelopers
WELCOME!
Radomir Vozar
Managing Director
Resco Workshop 2011
Deepen your mobile CRM skills
Ivan Stano
Content
o Workshop Agenda
o Resco Overview
o MobileCRM solution
o Get the CfMD
o New Features
o Roadmap 2012
Few Facts About You, Our Attendees
Workshop Agenda
Monday
9:00-10:20
10:2010:30
10:30-11:30
11:3012:00
12:0013:30
13:30-15:00
15:0015:10
15:10-18:00
Woodford
Developer
Licensing
Scenarios, Extra
MobileCRM,
Introduction to
Coffee Windows Phone 7
and
Coffee functionality;
Roadmap,
Lunch
Woodford,
Break
in B2B
Pricing
Break
Studio
CfMD
Studio,
Model
Installation and
MobileERP
setup
19:00-21:30
Resco
Reception
Tuesday
9:00-10:20
10:2010:30
10:30-12:00
Advanced
Coffee Advanced Functionality
Functionality in
Break
in Studio
Studio
12:0013:30
Lunch
13:30-15:00
15:0015:10
Custom Projects,
Custom Development
Coffee
Break
15:10-17:30
Round Tables
Resco
o Founded in 1999, based in Slovakia
o 2 Divisions:
o Mobile Applications—sold more than
400,000 apps
o Mobile Developer Components &
Enterprise Solutions
o More than 3,500 corporate customers
Resco Flagship Products
o Resco File Explorer—one of the most
successful apps in WM era
o MobileForms Toolkit—a set of crossplatform components and controls
o MobileCRM
Resco MobileCRM
Mobile extension to Microsoft
Dynamics CRM
Resco MobileCRM
o Mobile client solution for
Dynamics CRM offering
advanced customization
capabilities
o MobileCRM App
o Woodford
o Studio
MobileCRM App
o 12+ years of experience in
mobile apps development
o Intuitive design, easy-to-use,
ready to serve you
o Supports:
o
o
o
o
o
o
iPhone and iPad
Android and Android Tablet
Windows Mobile 6.x
Windows 7 Slate/Tablet
Windows Phone 7
New Windows 8
Interesting Features
Interesting Features
Interesting Features
Interesting Features
Demo
Solution Architecture
Client
Resco MobileCRM
Client Application
SQL Server Compact
Client Database
Server
Microsoft Dynamics CRM
Web Service
Microsoft
Dynamics CRM
o Off-line mobile client
o SQL Compact Edition
local database (part of
the app)
o Microsoft Dynamics CRM
Web Services
o No middleware, no server
components
Customization Tools
o CRM highly scalable and customizable
o Vertical templates
o Resco Mobile CRM is a versatile solution that suits a
wide variety of vertical templates and employee roles
o Tools come in 2 levels:
o Woodford (consultants)
o Studio
MobileCRM Woodford
MobileCRM Studio
Technological Strong Points
The App
o Attractive and intuitive design
o No middleware, no server, no server components
Woodford
o Mobile platform independent customization
o Mobile devices and users Administration
Studio
o Full source code
o Allows any technological changes, adding new functionality
o Based on Microsoft technology: C# .NET and MS Visual Studio
Role of Resco
o We are creating a network with
Dynamics CRM Partners
o Resco = technology provider
o Partner = solution provider
o Partner provides a mobile CRM
solution built on top of Resco
MobileCRM technology for End
Customers
Your Questions
Certified for Microsoft
Dynamics CRM
How to get a CfMD logo
CfMD is…
o a solution certification achieved by
Microsoft Dynamics partners whose
software solutions have met Microsoft
Corporation’s highest standard for
partner developed solutions to deliver
comprehensive business management
systems
o The highest Microsoft accreditation for
partner solutions
CfMD Solution is…
o Designed to meet customers' unique business and
industry needs
o Tested and seamlessly integrated with Microsoft
Dynamics products
o Used and recommended by other companies
What’s in it for me and my customers
o
o
o
o
Trust
Lower risk
Faster implementation
Simpler maintenance
Your solution
o Your mobile solution based
on Resco technology
o Make it authorized for
CfMD
o Use the CfMD logo
How to get you authorized for CfMD
o First, contact [email protected] a provide:
Basic Authorization
o Profile the company and the
CfMD solution in the DM
o Details: http://enus.lionbridge.com/productengineering/productcertification/microsoft/dynamic
s/reseller-authorized.htm
Full Authorization
(use of the logo)
o Partner must be a member of
the Microsoft Partner Network
at the Silver CRM Competency
level or higher
o Partner must have a profile in
the Dynamics Marketplace
Process
Steps toward building global awareness for your solution
ISV nominates
reseller
Reseller
provides
data
Validation of
requirements
Authorized
Reseller status
Your Questions
New Features
New Features
o Officially release date: November 29
o NOW available for you during the workshop
New Features
o Dashboards
o N by M grid with configurable views, charts and iframe
o Tablets only (for now)
o Charts
o Bar, Column, Pie, Line
o Supported on every platform
o Configurable in Woodford
Demo
New Features
o Android
o All available Android devices (phones, tablets)
supported
o OS 2.3 up to 4.0
o Network layer rewritten and stabilized
o HTTP compression
o Open attachments in external applications
o The built-in file browser allows attaching any file to the
note
New Features
o Phone Calls
o Tracked as a CRM entity
o Full screen
o Double tap header to maximize form
o Demo
Demo
New Features
o Map (iOS and Windows Phone 7)
o Shows accounts, contacts and leads on map in online
mode
Demo
New Features
o Action buttons in entity details
o Show PhoneCall, Email, URL buttons in text fields according
to CRM property format metadata
o Action on tap
o Setup Form—new configuration options:
o Delete Database
o Show Dashboard
o Show Map
o Database
o Data loss protection
o List sort order respects user’s locale
New Features
o Decimal Places
o Numeric field precision is taken from Dynamics CRM
metadata
o Activity Party List
o PartyList support: appointment attendees, email
to/cc/bcc
o View Picker
o Advanced and graphically improved view picker
New Features
o Currency
o Improved formatting for currency fields (respects user’s
locale, thousand separator etc.)
o Multitasking
o App can be suspended,
o Open lists and forms are left intact
New Features
o Email
o The email body is now converted from HTML to
plaintext automatically
o Tourplan
o Search box and filter were added for all tourplan views
o Activities
o Search box shows the current filter selection
o Activities related to the account, its contacts and
opportunities are optionally loaded
New Features
o Field Permissions
o Automatically set a form field read-only according to the
entity property metadata (Read, Create, Update)
o Multiline Field
o Automatically sets form field as multi-lined according to the
entity property metadata (Format: multiline or Type: memo)
o High DPI
o Application will scale correctly on display with custom DPI
o Optionally, custom images can be used instead of scaling
Roadmap for 2012
Roadmap for 2012
o Charts level 2
o More than one series and/or aggregate
o Dashboard level 2
o Implement on phone platforms
o More advanced editor (select among multiple views,
charts for the same entity)
o Map
o Optional View selector
Roadmap for 2012
o Maps level 2
o Configurable in Studio & Woodford (select entities,
select GPS properties, multiple views)
o Show as list
o Phone Integration
o Reuse iOS phone call code on WP7 and possibly other
platforms
o Reminders for tasks
o Email
Roadmap for 2012
o Studio and Woodford
o Class binding for EntityList
o More EntityForm field properties (show label, force read-only,
Regular Expression validation)
o Activity list editing
o Use Appointment views in tourplan (with filter)
o Multiple Columns in DetailViews
o Language Manager (Select languages, edit labels)
o Image Manager
o LookupForm filtering (Account->PrimaryContact, show only
account’s contacts)
Roadmap for 2012
o Actions
o Deactivate, Delete
o Android
o Maps, Keyboard accessibility
o SQLite
o Use on all platforms
o Implement encryption
o Implement full text
Roadmap for 2012
o Favorites
o Add a home item or a particular entity (account) to a list
of favorites.
o WP7: allow pinning of favorites to device home screen
o Design
o WP7 themes (black, white)
o iOS popup dialog redesign
o Android redesign for Android 4.0 (Brushes, layout and
animations)
Roadmap for 2012
o Data
o Improved sync algorithm (N-N, conflicts, partial sync,
retries)
o Background app sync (continue working while sync)
o Online mode
o Level 1: Everything except orders
o Level 2: All
Roadmap for 2012
o Workflows (tools)
o Regular Expression validation (mask)
o Wizard
o Script language
Your Questions
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