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
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
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
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
Text messages can be sent to any phone number located in the Phone1, Phone2 and Phone3 fields. The Extension fields for each will be used to store the phone’s server provider. Read more