Microsoft 365: Add Tasks to “My Day” in To Do

By Microsoft Office 365 No Comments

Microsoft To Do doesn’t get the attention it deserves. Microsoft has eggs in many different productivity baskets (Project, Planner, To Do, Outlook Tasks, OneNote To-Do Tags, maybe more?). To Do excels thanks to its straightforward interface with just enough features to get the job done.  Now, if you’re using To Do in MS Teams, you’re missing out on one of the best features, and I hope it gets added to Teams soon!  Just a quick note, if you do use To Do in Teams, you can also use the To Do desktop app, and everything will stay synced up nicely.

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Dynamics 365: Mapping Fields

By Microsoft Dynamics CRM No Comments

Mapping Fields can be a significant time saver if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. I do suggest having both the Source & Target forms open so you can check your work–field names can be tricky!

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