Language Support
portatour® + Dynamics is currently available in English, German, and French. All three languages are automatically included in the solution.
Sitemap
Dynamics 365 - custom App
portatour® + Dynamics adds the following entries to the sitemap of the Dynamics 365 - custom App:
- Workplace
- My Work
- portatour®: displays the user interface for portatour® users. It allows manual synchronization and administration of access to portatour® Anywhere (see portatour® Anywhere).
- My Work
- Settings
- portatour®
- Administration: displays the portatour® administration menu. It allows the configuration of portatour® by the administrator.
- Logs - Periodic synchronizations: list of the log entries for periodic synchronizations
- Logs - Manual synchronizations: list of the log entries for manual synchronizations
- portatour®
portatour® Route Planning App
portatour® + Dynamics contains as of version 8.2 a model-driven app: portatour® Route Planning App
The sitemap of the portatour® Route Planning App is structured as follows:
portatour® Route Planning App
- Route Planning
- portatour® Anywhere: Displays the user interface for portatour® users. Allows manual synchronization and administration of access to portatour® Anywhere (see portatour® Anywhere).
- About: Information about the installed version of portatour® and the license is displayed.
- Administration
- Overview: Displays the portatour® administration menu. Allows the configuration of portatour® by the administrator (see Show portatour® Administration).
- Logs - Periodic synchronizations: List of log entries for periodic synchronizations (see portatour® Log)
- Logs - Manual synchronizations: List of log entries for manual synchronizations (see portatour® Log)
Custom entities and fields
portatour® includes a series of custom entities. The data required for running portatour® is saved in these entities.
Do not carry out any self-made data operations on these entities, as otherwise portatour® may no longer function correctly.
Some fields of selected entities may be relevant for reports or other assessments. Access these fields read-only:
Call settings for customers
Display name of the entity: portatour® Customer call settings
Name of the entity: pt_customercallsettings
Fields:
- pt_accountid - allocation to the account
- pt_leadid - allocation to the lead
- pt_contactid - allocation to the contact
- pt_lastcustomercall - date of the last call
- pt_lastmissedcall - date of the last missed call
- pt_initialurgencyreferencedate - activated on
- pt_upcomingholidayfrom - start date of next vacation
- pt_nextholidayto - end date of next vacation
- pt_callnote - call note
- pt_country - call address
- pt_state - call address
- pt_city - call address
- pt_postalcode - call address
- pt_street - call address
- pt_geopositionlatitude - geo-location of the call address
- pt_geopositionlongitude - geo-location of the call address
Call settings for appointments
Display name of the entity: portatour® appointment call settings
Name of the entity: pt_appointmentcallsettings
- pt_appointmentid - ID of the corresponding appointment
- pt_hasaddress - does the appointment have a call address?
- pt_country - call address
- pt_state - call address
- pt_city - call address
- pt_postalcode - call address
- pt_street - call address
- pt_geopositionlongitude - geo-location of the call address
- pt_geopositionlongitude - geo-location of the call address
- pt_tookplaceat - shows whether the appointment has already taken place
Plug-ins
The portatour® solution contains a plug-in assembly with several plug-ins. Nearly all the plug-ins relate to user-defined portatour® entities.
The exceptions are plug-ins for the following predefined Dynamics 365 entities: Appointment, Recurring Appointment, Task. These plug-ins ensure that if the holder of these entities is changed, the holder of associated portatour® settings is also updated. In addition, a portatour® appointment is shown as completed as soon as a corresponding appointment is completed in Dynamics 365.
Workflows
portatour® contains two workflows for implementing periodic synchronization, as well as a workflow for regular checks and maintenance work:
- portatour® Periodic.Synchronization.Timer, primary entity: portatour®Synchronization Settings
- portatour®.Synchronize User, primary entity: portatour® Log - Periodic Synchronization
- portatour® Global Periodic Maintenance, primary entity: portatour® Global Configuration
Security roles
The portatour® + Dynamics solution provides three security roles: portatour® User and portatour® Debug, and portatour® Admin. These include the required access rights for users of portatour®. See also Security roles.