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 Salesforce account once you are already logged into Office 365.

Step one - Download the latest version of the Salesforce 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. 

How to Use

Once you place the Salesforce tile onto the page, you will need to authenticate. The authentication panel opens in a new tab in your browser where you can enter your Salesforce username and password

Once authenticated, your data will be loaded into the tile.

Filtering Views

You can filter and sort on each field. You can also customize your view by clicking Add / Remove Columns.

Editing Permissions

When you hover over a field and see a pencil icon, you have 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.

Related Links: 

Dynamics 365

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