Dynamics 365: New Feature – Check Access

By Microsoft Dynamics CRM No Comments

It’s not too often we get a new feature in Dynamics, so I’m excited to share this one with you this month! You may have noticed a new button on records in the last few months called “Check Access”, which gives you a summary of your access to any given record.  Administrators can even check other users’ access, which is great for troubleshooting, as the “security roles” screens are a bit clunky.

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Using Layouts to Manage your Zoho CRM Pipelines

By Zoho CRM No Comments

We posted a previous blog on the basics of Zoho CRM Pipelines, and how they can be used to better manage your financial information and revenue streams. But there are more advantages to using pipelines beyond this. They are also a great way to streamline your sales process across multiple teams using pipeline-specific layouts. When initially setting up your Zoho CRM organization it is easy to build these in right from the start, although they can always be created at a later time as your business requirements grow. Read More

Microsoft Teams: Shared Calendars have Arrived!

By Microsoft Office 365 No Comments

For years, a workaround has been required to add group/shared calendars to Microsoft Teams. Microsoft has finally released a feature to add a shared calendar to a channel in Teams.  Before you get too excited, though, note that it does not seem to be possible to connect to an existing group calendar like you do in the proposed workaround! You can now, however, add a new calendar shared with the members of a channel.   Read More

Dynamics 365: View Background Processes Directly from a Record

By Microsoft Dynamics CRM No Comments

Administrators, this one’s for you! One of the long-missing features has been returned in a recent update to the Unified Interface: viewing background (workflow) processes directly from a record.  Until recently in the Unified Interface, to see background/process sessions, you needed to open the actual workflow, then navigate to the sessions from there.  This was particularly annoying when troubleshooting (eg. Record X was not created after Opportunity Z closed–why?), especially when the culprit might be one of, say, three workflows.  Below, I’ll show you where to find the background process table from an individual record.
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