Showing articles from Megan Hagedorn

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…

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…

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…

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…

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…

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…

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…

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….

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…

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…