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
The theme of this round of blog posts has been the new user interface. This final tip is for Administrators looking to manage UI settings for the entire organization. Dynamics allows administrators to force the use of the Unified Interface, or permit the use of the legacy 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
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