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Setting Default Values in a Salesforce Picklist Field

By Salesforce CRM No Comments

A Salesforce picklist field is a great way of keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting a default value that will pre-populate the field on the screen.  For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More

Dynamics 365: View Service Health (2022)

By Microsoft Dynamics CRM No Comments

Service health is always a good thing to check when something is acting amiss in Dynamics.  For example, multiple users were unable to access reports in Chrome today (8/30), and the first thing I wanted to do was check the Service Health dashboard for related incidents.  Service health, incidents, and advisories have been relocated a few times over the past few years, and aren’t in the most logical spot.  This post will walk through how to navigate to the elusive service health area. Read More

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