Showing articles from Megan Hagedorn

Office 365: See When You Wrote Something in OneNote

July 29th, 2021

If you’ve ever needed to find out when you wrote something in OneNote, this tip is for you. It is ridiculously easy to find the timestamp, but you may have…


Dynamics 365: Show Related Emails as Conversations

July 29th, 2021

Did you know that you can enable a setting to display related emails as a conversation on a record’s timeline, similarly to how Outlook handles conversations? This can make the…


Dynamics 365: Personal Email Templates and Email Signatures get the Unified Interface Treatment

July 29th, 2021

Recently, Microsoft gave the personal email template and email signature editors a facelift, now matching the rest of the Unified Interface.  In this post, we’ll walk through the steps to…


Pipedrive: Improved Notification Management

July 29th, 2021

Pipedrive recently overhauled its notification management area, and there are a lot of options to sift through! In this post, I’ll show you where to find these settings and what you’ll…


Pipedrive: User Overview Page

July 29th, 2021

There’s an interesting area in Pipedrive called the User Overview page. It allows you to take a look at all of your recent updates to records, activities, records you follow,…


Pipedrive: Add Products to a Deal

July 29th, 2021

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: Edit Columns in Lists

June 29th, 2021

While Pipedrive’s customization options are fairly limited, you can edit list columns and the order in which they appear.  There is also a setting that automatically saves the columns and…


Pipedrive: Mark Certain Owners and Filters as Favorites

June 29th, 2021

Did you know that you can mark filters and owners as “favorites” to navigate filters easier?  It’s an easy but powerful tip–especially if your organization has a lot of filters…


Pipedrive: Create a Private or Shared Filter

June 29th, 2021

Filters are a great way to determine your work priorities–especially in the sales world.  Pipedrive can show you which people haven’t been contacted recently, which deals are stagnate, and more….


Dynamics 365: Get your SSRS Custom Reports Working Again after the Regional Discovery Service Retirement

June 29th, 2021

Very recently, Microsoft retired the regional discovery service .  This broke my connection to all of my custom SSRS reports in Visual Studio–I started getting authentication errors for each report.  What…