Showing articles from Megan Hagedorn

When you create a new form in Dynamics, you are not prompted to give it a name, and the default is “New Form”.  It’s easy to end up with multiple…

Though most have already made the transition, any organizations not yet using the new unified interface will be forced to do so shortly.  After the transition, you’ll be able to…

Very recently, Microsoft revamped the Teams notification settings page to make it easier and faster to use.  The new organization splits the settings into the following categories: Email, Appearance and…

Though it may have taken some getting used to, it’s hard to deny that the Dynamics 365 unified interface is a massive improvement over the classic interface.  Granted, there is…

Good news, folks! The search function in Microsoft Teams has never been easier.  You can now navigate to any chat or channel, and press Ctrl+F (Windows users) or Cmd+F (Mac…

I won’t lie, it’s been a few months since I’ve had to upgrade an installed solution (Project Service Automation, Field Service, etc.).  Imagine my surprise when I attempted to access…

Microsoft has recently added a new feature to Teams that allows you to see basic information about a channel at the click of a button.  You can instantly see the…

This month’s blog posts will focus on dashboards, which tend to be an under-utilized feature in Dynamics.  One great use for dashboards is to access views (or charts) from multiple…

The Dynamics tips for this month will be focusing on dashboards.  In my experience, dashboards are under-utilized and are great for both administrators and standard users!  This post will walk…

While I typically work with clients who have Microsoft Exchange and use Outlook, there are occasionally instances where folks need to use Outlook in conjunction with Google Calendar–usually to view…