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Power Apps: Where Is My Flow?!

October 28th, 2022

Looking for the flow associated with your canvas app? You are not alone!  Even after looking at the list of my flows in Power Automate, for every environment, I still…


Dynamics 365: Organize your Reports!

October 28th, 2022

For this tip, I’m bringing back a post from last year about organizing reports.  If your organization uses a high number of reports like many of our clients, I highly…


Dynamics 365: Find the Old Advanced Find

October 28th, 2022

With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature.  I use this feature more than any other…


Office 365: Use Conditional Formatting In Excel

September 29th, 2022

We’ve covered conditional formatting a few times before, but I used conditional formatting in a new-to-me way this month and wanted to share.  I was assigning dates to tasks for…


Dynamics 365: Create a Personal Dashboard

September 29th, 2022

A few years ago, I wrote a post about creating personal dashboards.  We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a…


Dynamics 365: Update the Theme in a Custom or Out-of-the-Box App

September 29th, 2022

This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics.  This is something we strongly recommend updating in your Production or Sandbox environment to further…


Pipedrive: Add New Lead/Deal From Contact

August 30th, 2022

This post will cover creating a new lead or deal from a contact or organization record.  Like many of the Pipedrive tips, this one doesn’t require many clicks, but may…


Pipedrive: Pin a Note

August 30th, 2022

Did you know that you can pin a note in Pipedrive?  It’s one of those little features that can be easily overlooked, but it’s easy to use and might be…


Pipedrive: Text Formatting Options in Notes

August 30th, 2022

When entering a note in Pipedrive, you may have noticed (and ignored) the formatting option buttons at the bottom of the note.  In my humble opinion, they’re worth checking out…


Dynamics 365: View Service Health (2022)

August 30th, 2022

Service health is always a good thing to check when something is acting amiss in Dynamics.  For example, multiple users were unable to access reports in Chrome today (8/30), and…