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  1. portatour® Help Center
  2. Online Help for Dynamics administrators

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
See all articles

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®


portatour® – the future of personal sales-route planning for field sales representatives, consulting and service team members

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