Megan Hagedorn No Comments

Office 365: Team and Channel Mentions

Did you know that you can use Team or Channel @mentions in Teams to snag every team/channel member’s attention? Maybe you’re posting an Announcement or just want to check in for a status update–whatever the case, learn how below!

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Megan Hagedorn 1 Comment

Dynamics 365: Microsoft Adds Teams Integration

Dynamics recently added proper integration with Microsoft Teams and have released a series of articles to assist with the installation and use of Dynamics within Teams.  I’ve found these instructions to be particularly well-written and have copied them below.  Before you start working with Dynamics in Teams, you must enable the integration from Dynamics’ system settings.  This allows you to access Teams documents from Dynamics and adds a “Collaborate” button which opens records in Teams.

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Becci No Comments

Salesforce – Visual Summaries with Kanban View

The Kanban view is available for almost any object from a list view.  One of the objects not available is the Task object.  Kanban view gives you a great look at records, grouped together in pipeline like view.

To switch to Kanban view from a List view, click the View toggle button (#7 below) and choose List or Kanban.

Here is an overview of the Kanban View for Opportunities.

  1. The name of the object you are viewing
  2. Button to toggle from regular list view and the Kanban view.
  3. Button to filter records being viewed
  4. Search for records in the current view
  5. Records separated by Record Type
  6. Records are grouped into columns base on stage, status, etc.
  7. Button to adjust settings for the Kanban view such as columns and summaries
  8. Click and drag records to different columns to easily organize the list
  9. Yellow Alert icon will be different for each object. In this example it is telling the user the Opportunity has not been ‘touched’ or does not have a pending task.

Some Considerations for Kanban Views are:

  • The Kanban view displays a maximum of 200 cards.
  • Kanban cards display a maximum of four fields.
  • Summaries can be created only for numeric and currency fields that aren’t roll-up summary or formula fields.
  • If a record has a null value for the Group By field, it doesn’t appear in the Kanban view.
Becci No Comments

Salesforce – Lightning Density Settings

A new feature in Salesforce Lightning Winter ’19 are the Display Density settings which controls the amount of white space seen on the pages.  There are two options:

The first is the “Comfy” setting which has more white space between Salesforce elements such as fields and related lists.   The label for fields is located at the top of each value.  Existing organizations will have this setting as the default.  The Comfy setting looks like this:

 

 

The second is the “Compact” setting which has less white space so more elements fit onto the viewing page.  The label for fields is located at the side of each value allowing for up to  30% more information to be seen.  The Compact setting looks like this:

 

To change the Density setting, click on your username in the top right corner of the page and choose “Comfy” or “Compact” under the Display Density section.