Showing articles from Megan Hagedorn

Pipedrive: Move Deals to a Different Pipeline

February 23rd, 2021

One of the great things about Pipedrive is the ability to move deals from one Pipeline to another.  This is perfect for organizations that have, say, a sales pipeline and…

Pipedrive: Merging Duplicates

February 23rd, 2021

Duplicate records are a real problem.  Your data gets sloppy and work becomes inefficient (which Jane Doe at ABC Inc. have I been using?!).  Thankfully, Pipedrive makes it very easy…

Pipedrive: Important Fields

February 23rd, 2021

In Pipedrive, fields can be specified as “important” or “required”.  Important fields are similar to required fields, except you’ll be able to save and exit a record without important fields…

Dynamics 365: Use a Field in a Related Entity in a Calculated Field

February 22nd, 2021

The title of this tip is a bit of a mouthful, but this is something I learned only recently and had to share! If you’re creating a calculated field and…

Dynamics 365: New Feature – Check Access

February 22nd, 2021

It’s not too often we get a new feature in Dynamics, so I’m excited to share this one with you this month! You may have noticed a new button on…

Microsoft Teams: Noise Suppression Settings

February 22nd, 2021

If you’re working from home, you’re probably dealing with some sort of background noise–kids, dogs, construction, all of the above… (if this is you, hang in there!) Thankfully, Microsoft released…

Microsoft Teams: Shared Calendars have Arrived!

January 24th, 2021

For years, a workaround has been required to add group/shared calendars to Microsoft Teams. Microsoft has finally released a feature to add a shared calendar to a channel in Teams.  Before…

Dynamics 365: Spring Cleaning – Deactivating Forms

January 24th, 2021

In the spirit of Spring being just around the corner (or maybe that’s just wishful thinking…), I’ll show you how to tidy up your form selection screen from the solution….

Dynamics 365: View Background Processes Directly from a Record

January 24th, 2021

Administrators, this one’s for you! One of the long-missing features has been returned in a recent update to the Unified Interface: viewing background (workflow) processes directly from a record.  Until…

Microsoft Teams: Turn Off Message Previews

November 25th, 2020

Imagine you’re sharing your screen, and Teams messages keep popping up. You just know everyone is reading the message previews. No longer!  I know many of you have been waiting for…