You mainly manage organization-wide settings directly in Dynamics in the portatour® Route Planning App. To do so, go to Administration > Overview > Organization Settings. Some other options are available in portatour® Anywhere. Click on Options in the main menu at the top of the Workspace Organization to open the organization options.
- If you have stricter company guidelines regarding passwords, then define these at Password policy (see Set password policy ).
- Do you want to analyze your field reps' customer and visit data in Excel or another Business Intelligence (BI) system? By using the OData feed, portatour® provides an easy way to import and subscribe to all data in Excel. Click on Excel Data Analysis for more information and the setup steps. Watch also our video on how to set it up: OData for portatour® Tutorial.
- User management takes you, like the main menu item Users, to the user list (see Show user list).
- Use Request report to load the organization-wide portatour® Report (see Request portatour® Report organization-wide or for user groups).
- In Program settings, you adjust the display of portatour® (see Program settings in portatour® Anywhere).
- Export data allows you to export your data as an Excel or CSV file - if this authorization has been granted in the Anywhere Permissions (see Anywhere Permissions and Export data).
- At About you can obtain legal information about portatour® and your company's usage license (see About portatour®).