Microsoft Teams: View the New “Channel Info” Pane

By Microsoft Office 365 No Comments

Microsoft has recently added a new feature to Teams that allows you to see basic information about a channel at the click of a button.  You can instantly see the team the channel belongs to, members that recently contributed to the channel, a full list of all channel members, and recent updates to the channel.  You can even add members to the team right from the Info pane if your permissions allow it. Read More

Dynamics 365: Use Dashboards to Access Multiple Entities Simultaneously

By Microsoft Dynamics CRM No Comments

This month’s blog posts will focus on dashboards, which tend to be an under-utilized feature in Dynamics.  One great use for dashboards is to access views (or charts) from multiple entities in a single window.   Let’s say your personal work flow has you working in the accounts, contacts, and leads entities most often, frequently bouncing back-and-forth.  With a dashboard, you might be able to save a few clicks and put your most-frequented views from each entity on a single page.  The best part is that you do not need to be an administrator to create and leverage dashboards–as long as you have the security roles required (most users do!), you should be able to follow this tip.  In this example, we will pull views from the contact, lead, and account entities into a single dashboard.
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Salesforce LookUp fields

By CRM, Salesforce CRM One Comment

Salesforce provides several different kinds of field types.  LookUp types are one of them.  When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values.  They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. Read More

Office 365: View your (Up-to-date) Google Calendar in Outlook

By Microsoft Office 365 No Comments

While I typically work with clients who have Microsoft Exchange and use Outlook, there are occasionally instances where folks need to use Outlook in conjunction with Google Calendar–usually to view personal or family calendars.  Below, I’ll outline how to add a read-only copy of your Google Calendar to Outlook.  Any updates made to the Google Calendar will appear in Outlook, but you will not be able to publish changes to the calendar from Outlook–that will still need to be done from Google. (Note, there are some paid plugins that allow you to make changes to the calendar from Outlook).

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