Becci No Comments

GoldMine Summary Tab

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

Becci No Comments

GoldMine Detail Records

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

Megan Hagedorn 2 Comments

Office 365: Use Conditional Formatting to Automatically Assign Colors to Calendar Items in Outlook

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!

Read more

Megan Hagedorn No Comments

Office 365: Automatically Add People you Email to “Safe Senders” List

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

Megan Hagedorn No Comments

Dynamics 365: Access the New Solution Customization Area Quickly with a Direct URL


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.
Read more

Megan Hagedorn No Comments

Dynamics 365: Related Documents Now Display on Record’s Main Form

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!
Read more

Megan Hagedorn 1 Comment

Dynamics 365: Missing the Sales Hub? Install it Now!

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

Becci No Comments

Set Lightning Page Tab Order

Lightning pages use tabs to organize data on the screen.  By default the Activity and Details tabs are displayed.  To better organize your data, you can reorder the tabs to work with keyboard commands or regular viewing. Read more