Megan Hagedorn No Comments

Dynamics 365: Show Dependencies to Make Deleting Fields and Workflows Easier

Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.

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Megan Hagedorn No Comments

Dynamics 365: Enable Change Tracking to use an Entity as a Flow Trigger

If you are starting to use Flows, this is an important (and quick) tip!  If you use an automated flow with Dynamics and set the trigger to “when a record is created” or “when a record is updated”, you MUST first enable Change Tracking for the entity that will be triggering the Flow.  Without this, when you attempt to run or test the flow, it will fail.
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Megan Hagedorn No Comments

Dynamics 365: Add a Wait Condition to Complex Workflows

Did you know that you can add a wait condition to a workflow? This can be particularly helpful if the workflow is complex. Sometimes the system can get ahead of itself and cause workflows to fail if too many actions are being performed too quickly. For example, if a record needs to be created, then populated to a lookup field (if you created a contact record then updated a lookup on the Opportunity with that new contact, all in a single workflow), you’ll want to use this tip!
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Megan Hagedorn No Comments

Office 365: Insert a Printout of Another Document in OneNote

OneNote allows you to easily insert a PDF printout of another document onto a page, which you can then markup or reference as needed.  This is great for keeping notes during meetings or marking up documents for formatting changes.  Please note that these instructions were tested with OneNote, the Windows 10 App, not OneNote 2016.
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Megan Hagedorn No Comments

Office 365: Message Multiple Channels at Once in Teams

Microsoft recently added a feature to Teams allowing you to post a single announcement or message to multiple channels.  This will be a great way to snag people’s attention (imagine using this + the announcement or ‘mark important’ features) and post important messages across a channel without needing to copy and paste the message multiple times. Read more

Becci No Comments

Customizing the Lightning Highlights Panel

Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page.  You can edit each page highlights panel to include up to six fields.  These fields will be data that will help the user ‘know’ the contact or easily access their contact information.  Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more

Becci No Comments

GoldMine Summary Tab

Don’t forget this handy tab.  The information contained here is automatically populated by the GoldMine Calendar.  This is a great place to see a quick overview of what has been done with a contact and when.  These fields can be used in dashboard, reports, and other tabs. Read more