Risika Risk & Credit – Form and Fields in Microsoft Dynamics 365

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…

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Assign “user” and/or “administrator” in Siteshop apps for 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…

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Risika for Salesforce

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…

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Installation of e-conomic Quote, for SuperOffice

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…

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Installation of e-conomic Sync, for SuperOffice

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…

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Market Data Nordic, for SuperOffice

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 –…

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APSIS One Connector, for SuperOffice

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…

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Byggfakta SMART for SuperOffice

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 Byggfakta SMART App, (which you can do here: https://appstore.superoffice.com/siteshop-aps/byggfakta-live), you will be redirected to the installation page. Step 2: Assign the appropriate roles To use Siteshop Apps in…

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Installation of Siteshop Apps for Microsoft 365 Dynamics

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…

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Risika – Risk & Credit, for SuperOffice

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…

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