You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > How To > Resco MobileCRM Setup
Resco MobileCRM Setup
print icon

Resco App Installation Guide:

 

Installing the Resco Mobile CRM App on your mobile device:

 

This guide covers the steps to install the Resco Mobile CRM app on your Apple iPhone, iPad, or Android phone or tablet.

 


BEFORE YOU START


You’ll need your assigned CRM account and password.
You might also need your device PIN and/or app store password.

 

STEP BY STEP
1. Open the App Store (Apple) or Play Store (Android)
    1.1. Search for “resco mobile crm”
    1.2. Tap or click Get

                   

    1.3. Confirm the Apple or Android account then tap or click Install

           

      1.4. Open from the store or the device screen

            

             

2. First time setup
    2.1. Enable notifications

          

    2.2. Step through or Skip the tour

          

    2.3. Click on Connect to Account using QR code & scan the QR code shown below

            (Alternatively, you can choose Connect to Account & enter https://mirait365.crm6.dynamics.com/ & Click Connect)

            

            

    2.4. On the login setup screen, make sure Advanced options is turned on MSAL (Select) is selected & then click Connect

            

    2.5. You will be prompted to sign in to microsoftonline.com

            Enter your username([email protected]) & password provided by MTA IT team & click Continue

            

            

    2.6. On the Welcome screen, enter the same password provided &  Confirm Password

            Turn on save password toggle button & click on Arrow icon on the top right 

                   

    2.7. Enable location services

           Allow while Using App

          

    2.9. After sign-in, you MUST sync again to ensure all appropriate data has been downloaded

          

         

Feedback
0 out of 0 found this helpful

scroll to top icon