Showing articles from Megan Hagedorn

We’ve covered conditional formatting a few times before, but I used conditional formatting in a new-to-me way this month and wanted to share.  I was assigning dates to tasks for…

A few years ago, I wrote a post about creating personal dashboards.  We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a…

This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics.  This is something we strongly recommend updating in your Production or Sandbox environment to further…

This post will cover creating a new lead or deal from a contact or organization record.  Like many of the Pipedrive tips, this one doesn’t require many clicks, but may…

Did you know that you can pin a note in Pipedrive?  It’s one of those little features that can be easily overlooked, but it’s easy to use and might be…

When entering a note in Pipedrive, you may have noticed (and ignored) the formatting option buttons at the bottom of the note.  In my humble opinion, they’re worth checking out…

Service health is always a good thing to check when something is acting amiss in Dynamics.  For example, multiple users were unable to access reports in Chrome today (8/30), and…

For a full, in-depth walkthrough, you can reference the Microsoft article here Automatic Record Creation rules and Service-Level Agreements are being deprecated and must be migrated this year. Thankfully, Microsoft…

Tables in Excel are typically helpful and easy to use, but occasionally you can run into formatting issues that just can’t seem to be fixed, like a cell that’s formatted…

If you are a Pipedrive administrator looking to adjust the org-wide settings for passwords, there’s a single screen that makes it easy to manage! From there, you can enforce everything…