Enable Resco mobile CRM application for non CRM users

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Posted on by sach.kumar05

Hi experts, I have a requirement to configure Resco mobile CRM application for vendors who will not be created as users in Dynamics. I tried configuring the app using external portal user authentication method, the drawback with this approach is that the vendors will have access to all the Work Orders and Bookings that are assigned to the user which we add during the project creation in Woodford. Is there a way to implement security model on resco app for each of the registered contacts?

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sach.kumar05 5 on at

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RE: Enable Resco mobile CRM application for non CRM users

Thanks Alexander for your suggestion. I'll try it out and let you know if this serves my purpose.
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Al Iggs on at

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RE: Enable Resco mobile CRM application for non CRM users

I have not personally tried it, but saw docs.microsoft.com/.../invite-users-azure-active-directory-b2b-collaboration as a recommendation several times. In contrast to Resco CRM you will see that FS Mobile only supports user mode "Standard User" or "OAuth2", but not external users (look at the sync settings in the app).

Please do keep in mind that vendors will require a Microsoft license if they access the system.
LeoAlt 16,331 on at

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RE: Enable Resco mobile CRM application for non CRM users

Hi partner,

I suggest that you could raise a ticket to Microsoft Support Team for more professional help.

Regards,

Leo