In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox and production environment. Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read more
Have you ever needed to get someone’s attention in Teams? Mentions and normal chats not cutting it? Microsoft has a feature for that–no matter how urgent the need is. There are a few different urgency settings you can adjust when sending messages in a chat. Read more
Did you know that Outlook is capable of resizing/compressing any or all images embedded in an email? If you have ever had to send loads of screenshots, only to have the email be way too large, keep reading to learn how to compress all of those images at once. Read more
Microsoft recently added different calendar views to Teams that really improve the calendar experience. Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon. In the meantime, check out the new views for your personal calendar below.
For a long time, Microsoft Teams allowed you to select “Favorites” in your Team menu by selecting the “…” button, then selecting “Favorite”. The Team would appear in a “Favorites” section in Teams. This has recently changed to “Show” or “Hide”. Read more
If you have ever needed to normalize the cases of words in Excel, this tip is for you! Excel actually has functions for this: PROPER, UPPER, and LOWER. Read more
Maybe I’m the odd duck here, but up until recently I ignored the “Conditional Formatting” options in Excel. Boy, was I missing out! Conditional formatting is great, and Excel actually offers some really helpful options. Below, we will walk through highlighting blank cells in Excel, but I encourage you to check out the other possibilities as well.
Did you know you can change the sorting order of activities in the Social Pane? Check out this tip from the archives to learn more.
Microsoft is updating the “Customize the System” area in Dynamics, and you can try it out right now. It looks like some features are missing from the new area (such as the “Show dependencies” button in any field window), but many features are available. Keep reading to learn more! Read more
Dynamics has a new look and feel in the new unified user interface Microsoft delivered last year. Over the next few releases, we’ll see a ton of new features and added functionality to the “hubs” (Sales Hub, Service Hub, Customer Service Hub, etc). I’ll be covering those features as we learn more, but until then, here’s a quick tip to set your default/landing page and tab in the new UUI. Read more