UPDATE 12/4/17: It has been brought to my attention (thanks Alane!) that this feature is no longer available for MS Word 2016. I will update this post again if that changes!
The Quick Access Toolbar is an often overlooked feature in Dynamics 365, and I wanted to highlight a particularly neat capability in this tip. Depending on the program you’re using, the options for the Quick Access Toolbar differ. Below are just the OneNote, Excel, and Word Toolbar Options:
The “Automatic Save” feature in the Excel & Word Quick-Access Toolbars is priceless. I highly recommend enabling this option, which you can do by selecting “Automatically Save” in the toolbar options above. When enabled, you have the option to toggle AutoSave on/off:
I encourage you to consider the other Quick Access Toolbar customization options in case they can help improve your efficiency in any way.
The Marks Group specializes in helping small businesses do things quicker, better and wiser with CRM. We were started in 1994 and have grown to over 10 people serving more than 600 active clients and thousands of users nationwide. Gene Marks is a nationally recognized small business expert and writes weekly for The Guardian, The Hill, The Philadelphia Inquirer, The Washington Times, Forbes, Entrepreneur and Inc. Magazine on small business topics, including technology and CRM