New Record
Employee Messaging
Assignments
Leave blank to show it automatically when the due date is within 14 days.
Calendar
Profile
Not signed in
Automatically added to in-app replies and forwards sent through Microsoft 365.
Optional. Use a small PNG, JPG, GIF, or WebP logo under 500 KB.
Use this if Outlook on mobile cannot finish the approval popup.
Company
Shown in the top-left of the app. Use a PNG, JPG, GIF, or WebP logo under 2 MB.
These should normally come from deployment configuration. Only change them during setup or troubleshooting.
Sends a test assignment notification to your signed-in email address.
Admin-only tools for legacy local data and emergency backup/export workflows.
Records
Use Excel workbooks with Properties, Policies, Claims, and Lawsuits sheets.
Salesforce is not connected.
Set each object API name and field API names to match the tenant's Salesforce org. Update Salesforce only pushes records that were previously imported or linked.
Microsoft 365 Mailbox
Microsoft 365
Document
Calendar Item
Email
