The Dynamics 365 CRM tile offers the ability to read and update key data on Leads, Opportunities and Contacts.
How to Use
Once you place the tile onto the page, you will need to connect to your CRM account.
The tile makes use of Single-Sign-On to connect seamlessly to your Dynamics 365. There will be no prompt for a username and password for your Dynamics account once you are already logged into Office 365.
Step one - Download the latest version of the Dynamics 365 tile.
This tile will be sent to you along with your Licenses keys or other platform from the LiveTiles suite. Download and save in a marked folder for easy access and reuse.
Please note, the tile will need to be uploaded to every site collection that LiveTiles is installed in in order to use.
Step two - How to Install-Connect to Dynamics 365
Import the tile (received from your Welcome kit)
Click the Connect to Dynamics 365 button.
A new tab on your browser opens, prompting you to enter your Dynamics 365 URL
When prompted, enter your Dynamics 365 URL. This will be in the format:
Click Connect, and your data will load in the Tile.
Step four - Click Connect, and your CRM data will load into the tile
Other Install Items
How to Upgrade:
Delete the Dynamics 365 tile on your page, import the new version of the tile, and add it again to the page.
You can read and update data on Leads, Opportunities & Contacts.
You can filter and sort on each field. You can also customize your view by clicking Add / Remove Columns.
When you hover over a field and see a pencil icon, this indicates permissions to edit this field.
When you hover over a field and see a padlock icon, you do not have permissions to edit this field.