Installation of Hubexo Smart for Microsoft Dynamics 365

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…

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Risika Risk & Credit – Complete User Guide for SuperOffice

Last updated on 14-03-2024 This guide will provide you with an overview of the various options available to you as a user. 1. Search Bar To begin, the search field is introduced as shown in the images below, where you can search for companies, company IDs, addresses, emails, or phone numbers. You navigate to the…

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Risika configuration

Last edited on 16-02-2024 Risk & Credit – Admin page. Start by finding the Risika Risk & Credit admin page, which you can do by clicking on the Superoffice logo in the top left corner, and then selecting “Risika – Admin”. 1. Risika API token Enter the API token received from Risika to enable CRM…

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Byggfakta SMART – Dynamics – Configuration

Last updated on: 28-12-2023 General 1. “SMART App Active”, this toggle enables/disables the whole app. With this toggled off, no contruction projects will be transfered, AutoUpdate will turn off, and users will not be able to import through the forms. 2. Client Id and Client Secret. These are the API credentials. Contact Byggfakta to receive…

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