From the Security tab in any GoldMine Field Properties, you can control required fields, set read and update rights, and create an Audit records when a the field was changed to include the previous and new values. Read more
GoldMine Expression Fields
GoldMine Expression fields are used to display text only. The information displayed can be free form text or a dbase formula. Users cannot enter or change any data in these fields and you are limited to 15 characters like field labels are. Read more
Conditionally Format a GoldMine Field
GoldMine fields can be formatted to display in a different color based on their value. This can help data stand out to users and help them easily identity data values. Read more
Dynamics 365: Find and Use the New View Designer
There’s a sneaky new way to design and modify system views, and it’s hidden in the solution! With the new view designer, you can drag and drop columns, easily modify the column width, and actually publish your view right from the view editing window. It’s a bit tricky to find, so follow along to check it out for yourself.
Please note that system administrator or customizer privileges are required to follow along with this tip, but Microsoft will be rolling this feature out for all users (to create/edit personal views) over time.
Dynamics 365: Early Adoption of 2019 Release Wave 2 in Power Platform Admin Center
Did you know that the 2019 release wave 2, scheduled for October, is actually available right now? It must be enabled manually and the other “preview features” in system settings. Instead, you can find the option to check out the new release in the new Power Platform Admin Center (https://admin.powerplatform.microsoft.com/). Keep reading to learn how to opt-in!
Dynamics 365: Three Default Themes
In the past, Dynamics came with one default theme, and creating a new theme was a bit of a pain–especially if you were trying to just differentiate between a sandbox and production environment. Microsoft now has three out-of-the-box themes for you to choose from and copy/customize. Read more
Office 365: Send Urgent and Important Chat Messages in Teams
Have you ever needed to get someone’s attention in Teams? Mentions and normal chats not cutting it? Microsoft has a feature for that–no matter how urgent the need is. There are a few different urgency settings you can adjust when sending messages in a chat. Read more
Office 365: Sending Screenshots? Compress Images in Emails with Outlook
Did you know that Outlook is capable of resizing/compressing any or all images embedded in an email? If you have ever had to send loads of screenshots, only to have the email be way too large, keep reading to learn how to compress all of those images at once. Read more
Office 365: Different Calendar Views in Teams
Microsoft recently added different calendar views to Teams that really improve the calendar experience. Speaking of Teams Calendars–an out-of-the-box solution for group calendars has been confirmed and is currently in testing! I am hoping that the new calendar views are also hinting toward the group calendar feature rolling out soon. In the meantime, check out the new views for your personal calendar below.
Salesforce – Make Saleforce field required based on Layout
There may be times you want to require a field on one layout and not another. This can occur when record types are being used. Some fields may be needed for one type but not the other. Read more
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