Microsoft Flow can connect to Microsoft Teams to do a number of things! In this blog post, we’ll walk through how to create a Flow that posts automatically to a Channel in Microsoft Teams about upcoming events in Outlook.
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Dynamics 365: Add a Countdown Timer to a Form using a Timer Control
Did you know that you can add an out-of-the-box Timer to a form in Dynamics? The timer will count down to a date specified in the form, and display different statuses depending on conditions you set. You can add multiple timers to track against multiple milestones. In the example below, we’ll be adding a countdown timer to the Opportunity based on the Estimated Close Date. Read more
Dynamics 365: Use the Relationship Explorer to add Shortcuts to Related Records
Have you ever wanted to look at records related to another record in Dynamics, but fail to see the shortcut? Or, as an Administrator, have you ever had to troubleshoot a record, but the “Background Processes” or “Process Sessions” shortcuts were missing from a record? Keep reading to learn how to add these shortcuts. Read more
Dynamics 365: Install Voice of the Customer for Version 9
We recently received a few questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated. Every attempt to install the latest version failed, for no apparent reason. Thanks to this blog post, I was able to figure out the issue. Keep reading for step-by-step instructions to update VoC for version 9. Read more
Salesforce.com – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup
When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had. By creating a custom currency field on the Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read more
Salesforce.com – Find Old or Inactive Reports and Dashboards in Salesforce
When you have many reports but not sure which ones are current or being used, a custom report can be created to list when a report was last run. Dashboards can also be included to determine the last time they were refreshed. This can be a great way to keep your reports and dashboards organized and up to date. Read more
Salesforce.com – Building a Custom Salesforce View
If there is a particular way you would like to view records in list views, you can build on to meet your needs. You can share the view or keep it private. Use the following steps to create a custom view. Read more
Office 365: Microsoft Updating Default Save Location to OneDrive, Get Ready with “Known Folder Move”
In the upcoming February update for Office 365, Microsoft is making a change to the default save location. Going forward, Office 365 programs will default to OneDrive and the “ctrl+s” dialog box will look a little different. Check out this blog post from Microsoft to learn more and preview the changes! Read more
Office 365: Hide and Unhide a Chat in Microsoft Teams
Picture this: it’s January 2019, and you’ve made a resolution to be more tidy this year. You’ve just hidden a bunch of old chats in Microsoft Teams, but alas! You need to reference one of them and cannot find it again for the life of you. Fear not! We’ll walk through how to hide and unhide chats in this blog post.
Office 365: Use Dictation in Word and PowerPoint
Did you know that you can dictate text to Word and PowerPoint, rather than type it? I was never a fan of dictation features until having a baby a few weeks ago…now I use it all the time! As a matter of fact, I’m using it to write most of this blog post. It’s very easy to use in Office 365–you just need a microphone. Read more
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