Showing articles from Megan Hagedorn

Pipedrive: Send Group Emails

April 27th, 2021

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…


Pipedrive: Create an Email Template

April 27th, 2021

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…


Pipedrive: Rearrange Fields

April 27th, 2021

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…


Dynamics 365: Set Default View

April 27th, 2021

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…


Dynamics 365: Set App URL

April 27th, 2021

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…


MS Word: Compare Documents

April 27th, 2021

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,…


Dynamics 365: Enable Background Processes after Sandbox Changes

March 29th, 2021

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…


Dynamics 365: Change Field Label Position

March 29th, 2021

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 Teams: Enable Live Captions in Meetings

March 29th, 2021

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…


Pipedrive: Disable the Animation After you Win a Deal

March 29th, 2021

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…