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 to choose from. Read More
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. This post will walk you through creating a new private or shared filter in Pipedrive. Read More
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 a pain! So, if you start getting authentication errors in Visual Studio, but you know the credentials are correct, try this. (Kudos to Kelsey @ The Marks Group for this fix) Read More
There is an area for personalization options in Dynamics 365 that gets often overlooked, so we’ll be reviewing a few of those options in this tip. Below, you’ll find instructions to update your personal time zone and change your default work hours. Work hours are used for activities and the activity calendar.
There are many reasons why you may not need a Team anymore, like internal restructuring, dropping a client, or the conclusion of a project. Instead of deleting the team and losing all of that information, you can archive the team instead. This is helpful if there’s a chance you’ll need to have that team “active” again or if you want to keep it around for future reference. However, you don’t archive the team from the Teams app–instead, you’ll need to head to the Teams Admin Center. Note that you’ll need to be a Teams administrator to do this.
With Salesforce Dynamic Forms, you can streamline the fields that are visible based on how other fields are filled in. And, you can do this all from the Lightening App Builder rather than going into the page layout editor. Read More
Are you finding that a lot of your contact information is inaccurate? You can use Zoho Forms to have your contacts update their own information by sending them a prefilled form. Read More