Megan Hagedorn No Comments

Dynamics 365: Mobile Task Flows

Mobile Task Flows are a great way to prompt users to do something in the Dynamics App after a condition is met. For example, one of the out-of-the-box Task Flows is “After Meeting”, which guides users through various updates after a client meeting takes place. Mobile Task Flows can only be used on mobile clients. You’ll need to download the appropriate Dynamics 365 app for your device.

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Megan Hagedorn No Comments

Office 365: Use OneDrive to Recover Old Document Versions

We’ve all been there. In the midst of editing a Spreadsheet or Word document, you realize you’re in too deep with changes, and everything’s broken, and the formatting is messed up, and and…! If you saved your document to OneDrive, have no fear. It is really easy to recover old Excel, Word and other document versions with the help of OneDrive.

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Megan Hagedorn No Comments

Office 365: Excel Flash Fill

Flash Fill is one of those features in Excel that is easy to ignore or turn off, but it actually does have some very valid use cases that could make life easier! Flash Fill can be tremendously helpful when working on repetitive tasks that would be tricky to implement with formulas. Below are a few examples to demonstrate how this feature can be used. It’s pretty smart! If you’re doing any sort of repetitive task in Excel, I recommend giving it a try.

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Corey Babka No Comments

Salesforce.com – Keyboard Shortcuts

So while exploring the release notes for Winter ’18, found something on keyboard shortcuts that could be very helpful.  Here’s the list of shortcuts:

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_keyboard_shortcuts.htm?edition=&impact=

Originally this was intended for the console only (more on that next month when I dig into it), but you can use it on standard apps or new apps created in Lightning Edition (my custom apps were built in Classic so they don’t work).

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Corey Babka No Comments

Salesforce.com – Modifying the record header in lightning

Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages.  What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately.  I’m sure there might be an easier way (I welcome the comments to help out) but for now, here goes….

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Corey Babka No Comments

Salesforce.com – Replicating the related list hover in lightning

One thing that I couldn’t figure out for a while was how to get Salesforce.com’s patented hover on the related list in lightning edition.  To be frank, that was one thing that I always wanted and liked in Classic, hence my slow movement to lightning.  It’s actually not too hard, but you have to do it on every object form which is the downside.

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Suzanne Kirkland No Comments

ZOHO CRM – Assignment Rules

Did you know that you can create rules to automatically assign records to your users based on criteria?  A great example of using this feature is setting up Lead Assignment Rules.  There are Three parts to defining an Assignment Rule.

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