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portatour® for Dynamics CRM is a personal route planner for your field sales force.
portatour® is installed as a managed Dynamics CRM solution. It is immediately and easily accessible to the users of your Dynamics CRM organization. The data relating to route planning (e.g. accounts, leads, appointments – according to the configuration) is synchronized with the portatour® Cloud. Users access portatour® Anywhere for route planning – a web application that is optimized to run on desktop computers, laptops and smart phones.
This administration manual describes all the required steps for introducing portatour® successfully into your Dynamics CRM organization. A quick guide is followed by detailed descriptions of the individual steps and additional information.