Showing articles from Megan Hagedorn

Microsoft Teams: View Meeting History

January 2nd, 2022

If you ever need to go back and see how long a Microsoft Teams meeting was (perhaps for invoicing or time tracking), it’s easy to do! You just have to…


Dynamics 365: Resize a Dashboard Component

January 2nd, 2022

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…


Dynamics 365: Hide Legacy Dynamics App from Users

January 2nd, 2022

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…


Pipedrive: Keyboard Shortcut for New Notes and More

January 2nd, 2022

Did you know that keyboard shortcuts can work within Pipedrive?  As a Windows user, I am frequently using the ctrl+n shortcut to create a new note in OneNote.  Imagine my…


Pipedrive: Add Products to a Deal

January 2nd, 2022

Whether you’re a new Pipedrive user or your organization just recently started using products, you might have a hard time figuring out how to add products to a deal! Keep…


Pipedrive: Smart Docs

January 2nd, 2022

Smart Docs is a new feature from Pipedrive that allows you to hook into an existing document storage service (Google Drive, SharePoint, OneDrive) and create documents & document templates using…


Dynamics 365: Add New Business Process Flows to App Designer

November 29th, 2021

If you’ve made a new business process flow, you’ll need to add it to the App Designer (and assign security roles…) before other users can see and use it.  Thankfully,…


Dynamics 365: Organize Reports with Custom Report Categories and Views

November 29th, 2021

It’s time for some spring cleaning! The reports area of Dynamics is often left unorganized, making it a chore to locate particular reports. In this post, you’ll learn how to…


Office 365: Change your App Theme

November 29th, 2021

A recent update from Microsoft has refreshed the look for most desktop apps, including Excel, PowerPoint, and Word.  You can now easily change the theme in any of these apps…


Pipedrive: Enable 2-Factor Authentication

November 29th, 2021

Did you know that it’s possible to configure 2-Factor Authentication for Pipedrive? As an administrator, you can even force all users to use 2-FA.