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To set up portatour® for your organization:
- Log in to your Dynamics 365 organization as a user who has the 'system administrator' role.
- Open the portatour® Route Planning App.
- In the Administration section, click on Overview.
- Configure portatour® step by step. When starting up portatour® for the first time, some sections of the page are deactivated. After each configuration step, the next section is enabled.
Note: If this page is not displayed, ensure that you have logged on as a user who has the 'system administrator' role.
Note: Immediately after installation it is necessary to refresh the window of your web browser (F5 key).