Showing articles from Megan Hagedorn

Please note that this tip requires the email sync feature to be enabled. Pipedrive makes it incredibly easy to send emails en mass, but don’t let the name of the…

Note: Email sync must be configured to utilize email templates It’s easy to create custom, personalized email templates in Pipedrive, which is great for follow ups, notifications, and more! Keep…

While Pipedrive is fairly limited in terms of customization options, it is possible to rearrange fields in a section on the detail page. Keep reading to learn how to rearrange…

It’s quite straightforward to pin a view in Dynamics, but to set a new view as the system default takes a few more steps. It’s also necessary to change the…

Microsoft recently deprecated the home.dynamics.com page, moving all Dynamics apps to the Office portal.  I’ve found that many users prefer to just use a bookmark or type in the URL…

It’s been a while since we had a Word tip for the blog! I recently had to update a report in Dynamics where updates were captured in a Word document,…

When you work in a Sandbox, you’re usually doing it to test changes, but you might notice that workflows do not run after you copy a production environment over to…

This is not a new feature by any means, but I wanted to remind everyone that it’s easy to change the position of field labels on your forms in Dynamics. …

Microsoft is really rolling out some valuable features with Teams, especially for meetings! This one has been out for a while, but I wanted to give it some attention because…

While Pipedrive does not have a gamification feature, there is a short animation that plays when you win a deal.  It’s cute and not too long, but it’s easy to…