Megan Hagedorn No Comments

Office 365: Prevent Teams from being Hidden

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

Megan Hagedorn No Comments

Office 365: The Beauty of Conditional Formatting in Excel

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.

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Megan Hagedorn No Comments

Dynamics 365: Set Your Home Page in the New UUI

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

Becci No Comments

Salesforce – Single and Mass Mail Merge in Salesforce

You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view.  Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Read more

Becci No Comments

Salesforce – Uploading Merge Templates to Salesforce

After you have created a Merge Template in Word with the proper merge fields, it will need to be uploaded to Salesforce. Administrators and users with the “Manage Public Templates” permission can upload completed Microsoft Word mail merge templates to Salesforce to make them available for use. Read more

Becci No Comments

Salesforce – Creating Salesforce Merge Templates

When you send the same correspondence to customers in an ongoing basis, Merge Templates can be of great assistance.  Create a merge document in Word 2007 or higher and upload it to Salesforce.  When merged, data will populate the fields you have included in the template and send the full merged document to the user via email.  The user can then print it out. Read more