This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.
Once you have signed up for the Sales HQ portal, including for a free trial, ISC Software will make contact with details for a secure file transfer site where you can download the two components which will need to be installed:
- Dynamics GP client component which needs to be installed on any client which will be used to update the configuration of SalesHQ and assign access to customers and sales people.
- Connector Service on a server; this server does not need to be a new one. If an existing server is used it should ideally be a web server or integration server; never a SQL Server or Domain Controller.
With these components downloaded, it is time to implement SalesHQ.
Click to show/hide the Implementing SalesHQ Portal Series Index
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