{"id":4053,"date":"2019-06-17T07:45:09","date_gmt":"2019-06-17T07:45:09","guid":{"rendered":"https:\/\/www.portatour.com\/blog\/users\/?p=4053"},"modified":"2019-06-17T15:23:27","modified_gmt":"2019-06-17T15:23:27","slug":"june-2019-update-of-portatour-for-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2019\/06\/17\/june-2019-update-of-portatour-for-dynamics-crm\/","title":{"rendered":"June 2019 Update of portatour\u00ae for Dynamics CRM"},"content":{"rendered":"<p>The latest update of portatour\u00ae for Dynamics CRM is now available <a href=\"https:\/\/www.portatour.com\/dynamics-crm\/download\">for downloading<\/a>. In addition to many internal improvements, the update provides the following functional enhancements:<\/p>\n<ul>\n<li>Increase of the limit from 1,000 to <strong>3,000 customers per user. <\/strong> More information about this improvement can be found in this <a href=\"https:\/\/www.portatour.com\/blog\/users\/en\/2018\/06\/06\/upgrade-to-3000-customers-per-user\/\">blogpost<\/a> regarding portatour\u00ae Anywhere.<\/li>\n<li>Use of <strong>geotagging<\/strong><strong> for call reports<\/strong> also in combination with Dynamics CRM. As an administrator, you can activate this function in the CRM under portatour\u00ae Administration &gt; Organization Settings &gt; Reporting.<br \/>\nFor more information on geotagging, see this <a href=\"https:\/\/www.portatour.com\/blog\/users\/en\/2017\/12\/18\/optional-geotagging-for-call-reports\/\">blogpost<\/a> regarding portatour\u00ae Anywhere.<\/li>\n<li><strong>New setting option<\/strong> to establish in which <strong>context <\/strong>the <strong>synchronization<\/strong> with portatour\u00ae Anywhere should technically run: as the affected <strong>user<\/strong> (=field representative), as <strong>administrator<\/strong> (the one who installed portatour\u00ae) or as <strong>SYSTEM<\/strong>. You can find the setting in the CRM under portatour\u00ae Administration &gt; Synchronization Settings &gt; Options. We recommend the setting &#8220;User&#8221;, as this means the user is entered as the creator of new data records in the CRM. If there are errors due to the conversion during synchronization, make sure that the user has all necessary rights.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The latest update of portatour\u00ae for Dynamics CRM is now available for downloading. In addition to many internal improvements, the update provides the following functional enhancements: Increase of the limit from 1,000 to 3,000 customers per user. More information about this improvement can be found in this blogpost regarding portatour\u00ae Anywhere. Use of geotagging for [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-4053","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"The latest update of portatour\u00ae for Dynamics CRM is now available for downloading. In addition to many internal improvements, the update provides the following functional enhancements: Increase of the limit from 1,000 to 3,000 customers per user. More information about this improvement can be found in this blogpost regarding portatour\u00ae Anywhere. Use of geotagging for\" \/>\n\t<meta name=\"robots\" content=\"noindex, nofollow, max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"florianlanger\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.portatour.com\/blog\/users\/en\/2019\/06\/17\/june-2019-update-of-portatour-for-dynamics-crm\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.0.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"portatour\u00ae news for users |\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"June 2019 Update of portatour\u00ae for Dynamics CRM | portatour\u00ae news for users\" \/>\n\t\t<meta property=\"og:description\" content=\"The latest update of portatour\u00ae for Dynamics CRM is now available for downloading. 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