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Office 365: Using the Document Inspector

The document inspector wizard in Office 365 can help ensure your document is clean of hidden properties, personal information, and other items that could cause issues before you send or publish it (think macros or custom XML data). This is available in Excel, Word, and Powerpoint.  To learn how to inspect a document, workbook, or presentation, keep reading!
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Office 365: Use Quick Commands and Shortcuts in Teams

The search bar at the top-center of Microsoft Teams can be used as more than a search box–there are quite a few commands and shortcuts that can be used here to navigate and work efficiently.  With just a few keystrokes, you can change your status, view all of your mentions, or even save a quick note to your personal Wiki page!  Read more

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Dynamics 365: Export Error Logs for Imports by using .XML or .CSV Import Files

If you’ve ever imported data into Dynamics 365 or troubleshooted an import, you’ll know that it can be incredibly frustrating to deal with high numbers of errors–especially if the import source file was an Excel file (.xls or xlsx).  You might notice that there is no option to export your errors!  If even a few dozen errors occur, it is inefficient and painful to manually match the error with the line item from the original import file.   Read more

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Office 365: View Document Statistics in Word

Sometimes I’ll stumble on to a useful feature in Office 365, and it’s so hidden or obscure that I’m not sure if it’s a new feature, or I’ve just never noticed it before!

This tip demonstrates one of those features. In Microsoft Word, there’s a handy section that displays some interesting document properties, including pages, words, total editing time, and more.
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Office 365: Display Outlook Messages as Conversations

My preferred way to use Outlook is to display emails linked by a reply as a conversation, instead of separate emails entirely.  There are certainly reasons to keep them separate–no judgement here! However, I do find that it’s much easier to reference prior related emails when they’re grouped as Conversations. It’s super easy to enable or disable this option, so try it both ways and see what you prefer! Read more

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Office 365: Disable Event Reminders for Past Events in Outlook

There is one particular new feature from the October 2018 Office 365 update is one that I am so excited to enable and try out.  Outlook now has the ability to automatically dismiss event notifications/reminders for events that have already taken place.  This is just one more way to keep Outlook as clean as possible.  To enable this feature, keep reading!
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Office 365: Take Private Notes in Microsoft Teams

Over the summer, Microsoft added a feature that makes it so easy to take private notes in the OneNote or Wiki applications within Teams.  I think this is really great feature, because there are tons of collaboration options within Teams and ways to share information, but there are just as many times in the “real world” where I want to take notes for my own purposes. Keep reading to find out how to take private notes in Teams! Read more

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Dynamics 365: Lookup Field Filtering

Did you know that you can filter the results on Lookup fields in Dynamics? For example, by default, a lookup to the Contact entity will show every active contact in Dynamics, but we can change that so it only displays a selection of contacts based on another field.  This is an often overlooked feature that can provide a more simple user experience with just a few clicks!  In the example provided below, we will filter the “Contact” lookup field on the Opportunity record so it only displays contacts related to the Account that we specify on the Opportunity.
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