Bulk editing a group of records is easy to do and can save quite a bit of time–as long as the edit you need to make is allowable in the Bulk Editing menu! You do not need to have the field you want to edit displayed in a given view, but any records you wish to edit must be displayed in the current view. If your view has 300 records in it, you’ll have to perform the bulk edit once per page. Keep reading to learn how to bulk edit records! Read more
Did you know that you can format a Single Line of Text field as an interactive Phone Number, Email Address, URL, or Stock Ticker symbol? Keep reading to learn how to format this data type! Read more
In this post, we’ll be discussing a best practice for Dynamics 365 field creation. As you may know, Dynamics 365 does not allow you to change much about a field after it’s been created. If you need a number field, and are not 100% sure if it needs decimal places or not, don’t take chances! Read more
The Message Center in Office 365 is easy to ignore, but there is actually a lot of good information there. You can see upcoming or new features in various O365 apps, planned changes, and existing issues in a single location. Keep reading for a brief overview of the Message Center.
When you log in to Office 365 via portal.office.com, you’ll see an assortment of Apps that you can immediately open:
But what if an app that you frequently access is missing? It’s easy to add application shortcuts to the app launcher; keep reading to learn how!
Did you know that Microsoft has a dedicated task manager called To-Do? That’s right–it’s more than the “tasks” element of Outlook and OneNote. In fact, beginning in March, Microsoft began rolling out a new Web Outlook Task experience–powered by To-Do. In this post, we’ll go over some To-Do basics. Read more
If you want to allow your users to contact external organizations that also use Skype for Business, you’ll have to enable the option in Office 365 first. This can be extremely valuable if your organization works with contractors or consultants!
This tip will teach you how to add custom help desk information to Office 365–users will be able to select the ?/Help button next to their user icon, and see your organization’s help desk information in addition to Microsoft help.
In this post, you’ll learn how to add your organization’s logo to Office 365. Users will see the logo when they sign in to portal.office.com, and it’s an easy way to make Office 365 feel a little more personal. Read more
One of the new features in Version 9 is the “Relationship Assistant”. This tool will let you know if an Opportunity is closing soon, if a record has had no activity in the last X days, and so much more. There are lots of articles out there to help users configure the relationship assistant via the personal options menu, but not many tell you how to change the “days before notifying” settings for the organization. Read more