Online Help for Dynamics CRM administrators

Introduction

• portatour® for Dynamics CRM
• How does portatour® work?
• portatour® Anywhere
• Data exchange with portatour® Anywhere
• Quick Guide

Start installation

• System requirements
• Start installation
• Considerations for the configuration
• Security roles
• Package contents
• Updates

Administration menu

• Show portatour® Administration
• License
• Settings for synchronization
• portatour® User
• portatour® Custom Properties
• Synchronize all users

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Organization Settings

• Organization settings overview
• Section 'General'
• User settings - Working hours
• User settings - Work break
• User settings - Measurement system
• User settings - Overnight stay on the way

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Usage examples

• Configuration of a calculated visit interval
• Analysis of a log entry for a failed periodic synchronization