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The following steps are necessary for the introduction of portatour®. You can print this page to keep track of progress.
portatour® for Dynamics CRM Install the solution.
|☐|| Configuration considerations
Who is visited by the field sales force?
|Considerations for the configuration|
|☐|| portatour® License
Enter license data or request trial 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
|☐|| User activation
Activate route planning for users.
|☐|| portatour® Anywhere
Synchronize and calculate schedules with portatour® Anywhere.
|☐|| 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.