Showing articles from Megan Hagedorn

With so many people working remotely right now, it’s no wonder you’re hearing about Microsoft Teams and Google Meet more than ever.  If you’re wondering which is better for you…

With so many people working remotely right now, it’s no wonder you’re hearing about Microsoft Teams and Zoom more than ever.  If you’re wondering which is better for you or…

In the classic interface, you were able to page between open records in a view by using the small up/down arrow in the upper-right corner of the record.  At first…

One of the coolest new features in the Unified Interface is the ability to view any record with a date/time field in a Calendar format using an out-of-the-box “Calendar Control”…

If you’re missing the “My Apps” navigation item from the Settings menu, you’re not alone!  Only a handful of clients have had this menu item available by default.  You’ll want…

Since many organizations have moved over to the Unified Interface, one of the most popular questions we’ve received is, “How do I edit fields in a form header?” It’s no…

For this post, I’m reposting an old tip on troubleshooting workflows with some new steps at the end for the Unified Interface.  Unfortunately, Microsoft has not added the ability to…

If you’re unable to run Flows and background or real-time workflows from the new unified interface, fear not! The fix is simple. You’ll need to update a setting in the…

As more and more organizations transition to the new user interface, you might find that some options for custom portals that were previously found in the Contact entity menu are…

As I use the new PowerApps designer more and more, I’m finding small touches here and there that really enhance the customization process (especially with larger-scale tasks).  One of these…