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DeDeSales Entra Application Permissions
Register Application 1. Log in at https://entra.microsoft.com/ with an administrative Microsoft account. 2. Navigate in the navigation bar to Applications -> App registrations. Click on "+ New registration" and assign any name. Supported account types: Select ...
Calendar management
Title Widget Widget description Appointments Number of today's appointments Click shows today's day in the calendar Available a. Cockpit b. Customer details Shows the first 4 customer appointmen...
Opportunities
Title Widget Widget description Opportunities 1. Open opportunities (only those where I am assigned as Person in charge) / all open opportunities Click: opens the summary page Available a. Customer details b. Star...
Contacts
Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities {{DDN-01@266#bkmrk-titel-icons}} Grid Click Swipe Views Contact details Table Action buttons ...
Tasks
Title Widget Widget Description Tasks Number of tasks Top right corner in the colour of the highest priority. Prio Z: dark red Prio A: red Prio B: orange Prio C: none Available in Homepage dashboard Customer details ...
Contacts
Title Widget Widget Description Contacts Number of contacts Available: Customer details Opportunities General Functions in the title bar Icon Explanation + Allows the creation of a new Contact Grid Cl...
Contacts on Homepage Dashboard (Additional Information)
Title Widget Widget Description Contacts Quantity of Contacts Available: Homepage Dashboard Summary Page Lists and searches contacts of Assigned to an agent and not Deleted Customers in the client. Kebab menu ( ) Type Menu I...
Edit / New Entry
Create activity Available: Customer details page Opportunities Leads Create activity + Available: 1. Activities overview in the customer Title: edit "Type" or "Create activity" When creating, the first type is preselected. A...