Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information. Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more
Don’t forget this handy tab. The information contained here is automatically populated by the GoldMine Calendar. This is a great place to see a quick overview of what has been done with a contact and when. These fields can be used in dashboard, reports, and other tabs. Read more
The premise behind the Details tab is to have a place to store information pertaining to a common theme that may require multiple entries (e.g., Email Addresses and Web Sites). Read more
I like my calendars to be color-coded. It looks nice, and when you have a busy week it just helps make sense of your calendar at a glance. You can use conditional formatting in Outlook to automatically assign colors to calendar items using conditions that you create. This really takes the work out of color-coding your calendar!
Did you know that you can overlay multiple calendars in Outlook, rather than displaying them side-by-side? If you frequently compare calendars (including group calendars) or use multiple calendars yourself, you need to try this!
The “Safe Senders” list in Outlook is intended to prevent “real” emails from being sent to the Junk folder. It also permits Outlook to automatically download images (including thumbnails in signatures) in emails from those email addresses. Find out how to automatically add contacts and people you email to the “Safe Senders” list below. Read more
Using the classic interface, it takes a 4 clicks to open the solution and entity customization window:
Settings->Customizations->Customize the System->”Experience the new way to customize the system”
Navigating using the new UI menu is even worse at 6 clicks. This might not sound like a lot, but the time spent waiting for windows to load adds up. Thankfully, accessing the solution customization area has never been easier. Please note that you must be a Dynamics 365 administrator or customizer to edit the solution.
With Release Wave 2 just a few days away from general release, I wanted to take a moment to highlight one of the features rolling out to the new UI: Improve or simplify most common sales workflows. Not a lot of detail! If you dig into this further you’ll see the following details:
- Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.
- Enhance the Opportunity form user experience.
- Support reparenting of products and the addition of properties at the product level (supported on both the legacy web client and the Unified Interface).
- While defining a product catalog, admins can update the parent of a product, bundle, or family in cases where products need to be realigned. Additionally, they can add properties directly at the product or bundle level.
Most of our clients heavily utilize the “related documents” feature that already exists in Dynamics, so moving the Documents tab to the main form is a very welcome change!
While preparing for this month’s round of tips, I found that our Sandbox environment was missing the Sales Hub, the new unified interface/application for Dynamics 365 Sales. Please note that you must be a Dynamics 365 Administrator to continue, but once you have installed the Sales Hub (or any hub) once, it will be available to all end-users. Read more
Lightning pages use tabs to organize data on the screen. You can add / remove tabs as you organize your data from viewing. Read more