The following steps are necessary for the introduction of portatour®. You can print this page to keep track of progress.
| Section | ||
| ☐ | Installation portatour® for Dynamics CRM Install the solution. |
Start installation |
| ☐ | Configuration considerations Who is visited by the field sales force? |
Considerations for the configuration |
| ☐ | portatour® License Enter license data or request trial license. |
License |
| ☐ | Synchronization settings Which records should be synchronized by portatour® Anywhere? And when? |
Settings for synchronization |
| ☐ | General account settings Working hours and call settings for route planning |
Organization settings |
| ☐ | User activation Activate route planning for users. |
portatour® User |
| ☐ | portatour® Anywhere Synchronize and calculate schedules with portatour® Anywhere. |
portatour® Anywhere |
Optional |
||
| ☐ | Custom property fields Create additional Dynamics CRM fields for portatour® Anywhere. |
portatour® Custom Properties |
In the long term, few administrative activities are necessary. portatour® saves all the data primarily in Dynamics CRM. Data security and backups are ensured by the Dynamics CRM platform. The solution is updated by installing a new version, see chapter Updates.