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Office 365: Search for a File in Chat in Microsoft Teams

Maybe this sounds familiar–you were chatting with a colleague in Microsoft Teams, and they sent a file via a private chat.  It was so long ago that you can’t recall exactly when it was sent, who actually sent it, and can’t find the file in the Microsoft Teams search.  While Microsoft hasn’t added this ability to Teams yet, there is a workaround… Read more

Megan Hagedorn No Comments

Dynamics 365: Start Using the New(ish) Unified User Interface

When Microsoft released Dynamics version 9, they also released new unified interfaces for each application–for example, Sales has the “Sales Hub”, Customer Service has the “Customer Service Hub”, etc. It’s been easy to continue using the “classic” interface, but if you want to check out the new UI, keep reading! Read more

Megan Hagedorn No Comments

Dynamics 365: Bulk Edit Records

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