portatour® user and license
At the top, you will see your name and for which portatour® license your Dynamics 365 was activated.
Click on Open to access directly portatour® Anywhere. This button corresponds to the link below in Access link.
By clicking Synchronize, the data relevant for route planning in portatour® will be synchronized between Dynamics 365 and portatour® Anywhere. Make use of this process whenever you have made changes in one of the two systems, and you immediately want to work with the latest data on the other system.
Example: You create a new appointment in Dynamics 365 which shall be included in the portatour® sales-route planning. After having created the appointment, trigger a synchronization. Now portatour® Anywhere is aware of the new appointment and will include it in the route planning.
Often, the Dynamics 365 administrator sets portatour® to run an automatic synchronization every night. This is a way to start your day with the latest data without the need for manual synchronization.
Further below in this section you can see when the Last synchronization was run. Thus you can estimate how up-to-date your data is and whether you should trigger a manual synchronization.
If the synchronization has Never been triggered, click Synchronize.
Ultimately, you can see in Next periodic synchronization, whether and when the next automatic, periodic synchronization is due.
Please note that for displaying the time of the last and next synchronization, the time zone of your web browser is used and not the time zone set in Dynamics 365. Generally, these time zones are the same.
You can find an Access link, which forwards you to the login page of portatour® Anywhere (see section User login in portatour®).
The last eight characters of the link correspond to your user name for portatour® Anywhere. The username is provided by portatour®. You need it to log into portatour® Anywhere. Note the username or have your login data sent to your mobile phone or tablet via text message or email (see Manage Account).