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
Dynamics 365: Format Single Line of Text Fields as Phone Numbers, URLs, Emails, and 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
Dynamics 365: When in Doubt, use Decimal Field Types Instead of Whole Numbers
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
Office 365: View New or Upcoming Features, Issues, and Updates in the Message Center
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.
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Office 365: Pin Apps to the App Launcher
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!
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Office 365: Manage Tasks with Microsoft To-Do
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
Salesforce: Sending E-mail using Templates
There are several ways to send e-mail messages to your contacts. Creating templates for e-mails that are sent often such as requests and form letters, streamlines how you send them. Read more
Salesforce: Creating Personal E-mail Templates
If you repeatedly send the same outgoing messages such as requests, acknowledgments, or any type of form letter, you can create e-mail templates to simplify the process. Read more
Salesforce: Enabling Salesforce Email
Salesforce has many ways to send email directly from records. You can automate templates, create letterhead, and send customized notifications. Read more
GoldMine: Creating a Group Based on a Filter
Groups are static and based on membership. Filters and SQL queries, on the other hand, are dynamic and based on the field criteria by which they are built. Creating a group based on a filter or query allows for a stable list of contacts (originally based on field criteria) that can be added to or removed from by manually adding or deleting a contact’s membership to that group. Read more
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