Synchronization. Resco Mobile CRM

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Resco Mobile CRM

User Guide

Synchronization

1.1. How to synchronize your device

1. Tap the sync button.

2. Fill in the following information:

Url: The address where the Dynamics

CRM server is located. Please enter only the server address. E.g. https://crm.resco.net/, or https://resco1.crm.dynamics.com

User Name: The name you are using to connect to your organization’s CRM server

Password: The password you are using to connect to your organization’s CRM server

Domain: Domain name. If you do not know the domain name, ask your network administrator

Organization: The organization friendly name (as shown in the right upper corner bellow the user name, when logging to your organization’s CRM server through Internet Explorer)

Type: Connection type. If you do not know what kind of connection your

CRM server requires, ask the CRM server administrator or integrator

Save password: the app will save your password and you won’t be prompted to insert it again when you sync the app next time.