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461 total results found

Status bar right area (Employee and Customer Search)

DeDeSales Backend

In the right area of the status bar you will find the search function in the backend.   1. Search Filter First select via the Dropdown list whether you want to search for Customers or Employees 2. Search Criterion You can scroll through the Dropdown list and c...

ddn_quelle
497

TAPI Installation

TAPI Connection

Installation After the installation is completed, the corresponding TAPI client icon will appear in the system tray. Right-click here to open the Settings: Enter the desired Data at this point: User: Your Sales rep. Number from the backend Password: You set th...

ddn_quelle
499

MCP Server Connection

MCP Server Connection

Microsoft Azure App Registration #1 Open URL: https://portal.azure.com/#home. Click on App registrations Click on "New registration". Name Please use "DeDeSales KI MCP API" Supported account types Usually, "Accounts in this organisational directory only - ...

Kontexttyp
BackendUI
Plattform
Web
Zielgruppe
AdminBackend
Typ
Anleitung
Thema
API zu D365 F&O
ddn_quelle
509

ORDER, Complaint, ...

ORDER, Quotation and Complaint entry

Modul
Auftrag

General Operating Instructions

Trip & Trip Reports

Requires the Daily reports module

Facing

Data Transfer

Best Practises

Workflows

Appointments

Requires the Daily reports module

Opportunities & Leads

Requires the LEAD MANAGEMENT Module

Lizenz
Leadmanagement Modul

Tasks & CRM

Customers

Widgets

Stocktaking

STATISTICS

Requires the STATISTICS Module

Modul
Statistik

Exchange

Requires the Exchange Module