Showing articles from Megan Hagedorn

Dynamics 365: Change the Name of a Form

October 21st, 2020

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…


Dynamics 365: Hide Legacy Dynamics App from Users

October 21st, 2020

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…


Microsoft Teams: Revamped Notification Settings

October 21st, 2020

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…


Dynamics 365: Fix Filtered Lookup Fields that Show Unfiltered Records

September 20th, 2020

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…


Microsoft Teams: Chat and Channel Search, New & Improved

September 20th, 2020

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…


Dynamics 365: Upgrade an Installed Solution in the new Admin Center

September 19th, 2020

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 Teams: View the New “Channel Info” Pane

August 24th, 2020

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…


Dynamics 365: Use Dashboards to Access Multiple Entities Simultaneously

August 24th, 2020

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…


Dynamics 365: Resize a Dashboard Component

August 23rd, 2020

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…


Office 365: View your (Up-to-date) Google Calendar in Outlook

July 28th, 2020

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…