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Administration settings Installing fields Available fields in other CRM systems
Introduction Siteshop CRM Connectors are provided by Siteshop ApS which is a Microsoft ISV Partner. You can order and pay for a license to a Siteshop CRM Connector the same way that you order and pay your Microsoft Dynamics 365 licenses. If you have a Microsoft Customer Agreement (MCA) or an Enterprise Agreement (EA), purchases…
Preparation Salesforce Package A Salesforce Package must be installed in your Salesforce environment. It can be installed via link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTc000000LCEHIA4 or via terminal using the following command:sf package install -o [YOUR SALESFORCE ORG] -w 5 -r -p 04tTc000000LCEHIA4 Setup guide for Salesforce Step 1: Go to setup your Salesforce To setup your Salesforce Organization: Step…
Preparation Dynamics 365 Solution A solution must be installed in your Dynamics 365 environment. It can be installed from Microsoft Marketplace. Azure Entra ID (Active Directory) access The app requires the following information of an application user: A guide to installing an application user can be found here. Installation and configuration Integration installation Go to…
Preparation Dynamics 365 Solution A solution must be installed in your Dynamics 365 environment.Contact Siteshop at info@siteshop.dk or via https://siteshop.eu/contact to get the solution.Or install it from the App Source. Azure Entra ID (Active Directory) access Make sure you have the following information ready: A guide to finding this information can be found here. Application…
Last updated on 16-11-2023 To make changes to forms and fields, you need to be logged in to make.powerapps.com. When you are inside Dynamics, we recommend the following approach for adjustments to forms and fields. Edit Your App Add Settings Panel After clicking “Edit” you’ll arrive at the following page, where you should: After clicking “Next” you’ll reach…
Updated on 13-11-2023 Sometimes the webpanels do not show immediately – try this: The web panels should now be visible when you return to SuperOffice.
Updated on 13-11-2023 Assign “user” and/or “administrator” To make users either “user” or “administrator” in SiteShop Apps, you need to be a SuperOffice administrator and follow these steps: Navigate to “Settings and Maintenance”, as illustrated below. Once you have completed the above step, you will arrive at the following page. Siteshop “user” and “administrator” names…
Last updated on 30-10-2023 Insert tabs into the app When you’re logged into your Salesforce organization: Once you’re in the setup, locate “App Manager”. After accessing the App Manager, find the app where “Risika Risk & Credit” needs to be used. After clicking “Edit”, do the following: Insert tabs on the account Now, go to…
Last updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Quote” in the SuperOffice App Store. After clicking on “Economic Quote” in the SuperOffice App Store, you will be redirected to the following window, where…
Last updated on: 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Fast and easy installations guide Begin by locating and clicking on “e-conomic Sync” in the SuperOffice App Store.You can also access the page through this link: https://appstore.superoffice.com/siteshop-aps/e-conomics-sync When you click “Sign Up” on the app, you’ll be…
Last updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the Market Data Nordic integration (which you can do here: https://siteshop.dk/order-app/order-market-data-nordic-for-superoffice/), you will be redirected to the installation page. Click Flush! To empty the cache right away. Step 2 –…
Last updated on 13/11/2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for the APSIS One connector (which you can do here: https://siteshop.dk/order-app/apsis-pro-for-superoffice/), you will be redirected to the installation page. Step 2 – Assign the appropriate roles To use…
Last updated on 13-11-2023 Please note, you must be a SuperOffice Administrator to install and configure this app. After you have signed up for Byggfakta SMART App, (which you can do here: https://appstore.superoffice.com/siteshop-aps/byggfakta-live), you will be redirected to the installation page. To use Siteshop Apps in SuperOffice, users need to be assigned relevant roles. Here’s…
Last updated: 05-07-2023 Creating a Dynamics 365 App To grant the app access to your Dynamics API, an app needs to be created in the Azure Active directory. Go to https://portal.azure.com -> “Azure active directory”. From here, navigate to “App registration” and click “New registration”. Enter a fitting name. This could be specific to the…
Last updated on 13-11-2023 Please note, you must be a SuperOffice administrator to install and configure this app. Step 1 – Installation After you have signed up for Risika – Risk & Credit, which you can do here: https://appstore.superoffice.com/siteshop-aps/risika-risk-credit, you will be redirected to the installation page. Step 2 – Assign the appropriate roles To…