Online Help for Dynamics administrators

Introduction

• portatour® + Dynamics
• How does portatour® work?
• portatour® Anywhere

Start installation

• System requirements
• Quick Guide
• Start installation
• Considerations for the configuration
• License
• Show portatour® Administration

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Synchronization settings

• Settings for synchronization
• Data exchange with portatour® Anywhere

Organization Settings

• Organization settings overview
• Section 'General'
• Activate single sign-on (SSO)
• User settings - Working hours
• User settings - Work break
• User settings - Measurement system

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User management

• portatour® Users
• Anywhere Permissions
• Manage user groups

Perform synchronization

• Synchronize all users
• Synchronize a single user

Custom fields

• portatour® Custom Properties

portatour® Report

• Reporting - Call Reports
• Reporting - portatour® Report

Usage examples

• Configuration of a calculated visit interval

Error analysis

• portatour® Log
• Analysis of a log entry for a failed periodic synchronization

Updates

• Updates

Package contents

• Security roles
• Package contents
• About portatour®