Showing articles from Megan Hagedorn

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…


Dynamics 365: Use the ARC Rule & SLA Migration Tool

August 30th, 2022

For a full, in-depth walkthrough, you can reference the Microsoft article here Automatic Record Creation rules and Service-Level Agreements are being deprecated and must be migrated this year. Thankfully, Microsoft…


Microsoft 365: Convert a Table to a Data Range

August 30th, 2022

Tables in Excel are typically helpful and easy to use, but occasionally you can run into formatting issues that just can’t seem to be fixed, like a cell that’s formatted…


Pipedrive: Manage Organization-Wide Password Settings

July 30th, 2022

If you are a Pipedrive administrator looking to adjust the org-wide settings for passwords, there’s a single screen that makes it easy to manage! From there, you can enforce everything…