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    d.velop connect for Microsoft Dynamics 365 Customer Engagement: Administration
    Version cloud
    PDF herunterladen

    In this documentation

    • Basic information about the application
      • About d.velop connect for Microsoft Dynamics 365
    • Installing and uninstalling
      • System requirements
      • Installing d.velop connect for Microsoft Dynamics 365
      • Uninstalling in your d.velop tenant
    • Configuring d.velop connect for Microsoft Dynamics 365 Customer Engagement (previously d.velop connect for Microsoft Dynamics 365 Sales)
      • Connecting your Customer Engagement environment to the d.velop cloud
      • Configuring export systems
      • Configuring entities
      • Configuring of forms
      • Configuring the conditions for export
    • Configuring the automatic deletion of active users’ data
    • Tips and tricks
      • Configuring global settings
      • Subsequent creation of dossiers for existing entities
      • Restarting or canceling an incorrect export order
      • iFrame access to a local DMS (on-premises)
      • Monitoring document processing
    • Additional information sources and imprint
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