Office 365: Add Planner to Microsoft Teams for a Great Task Manager

By Microsoft Office 365 No Comments

One of my favorite new [to me] discoveries in Microsoft Teams is the Planner. The Planner was clearly designed with collaboration in mind, giving you the ability to assign owners to different tasks. However, It works JUST as well as a personal or non-collaborative planner, and I’ve actually started to use it heavily for my own work. I love it! If you’re interested in giving it a spin, keep on reading.
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Office 365: FULL Guest Access for Microsoft Teams now live!

By Microsoft Office 365 No Comments

Back in October, I wrote a post about Microsoft Teams guest access/access for external users. Previously, you could only add guests whose email was associated with an Office 365 account, which really limited the Guest feature. I was so pleased to see that they recently announced that FULL guest access is rolling out to all organizations beginning March 5! This means that any user–whether they use or or their own domain–can be added as a guest to Microsoft Teams. No Office 365 account required!

To enable this feature and find out how to add guests to a Team, please check out this post from a few months back.

ZOHO CRM – Create Multiple values with a Subform!

By CRM, Zoho, Zoho CRM No Comments

Say you want to track some information related to a Contact, and there could be one or more.  For example, Zoho provides two sets of address fields for contacts, Mailing, and Other.  What if you needed to track more?

The worst way to do it is to create more sets of Address fields… This is bad because it takes up room unnecessarily for those contacts that have fewer addresses, and when you get that one contact that has more than you’ve allowed for, you’re adding more fields.

The better way has been to create a custom “Address” module that has a set of fields that describe an address.  With this method you can add a custom “Address” record for each additional address you need to track for your contact.  The additional addresses will display neatly in a list down below in the related data section.

Now, the BEST way to capture and store this information is with the newly introduced Subform.  No custom module is needed!  You just add the subform to the contact module form, and add fields to the subform (Setup->Customization->Modules and Fields).   Then when you open a contact record, and click the Edit button, you are able to add as many lines as you need.

Here’s an example:

ZOHO CRM – Get that many to many relationship now with one field…

By CRM, Zoho, Zoho CRM No Comments

Before, if you wanted to create a custom, many to many relationship within Zoho it required the addition of a custom module that contained look-up fields for each module you are relating.  For example, say you want to be able to relate a contact to many other contacts. You would first create a custom module, “Connections”, then add two Contact Look-up fields.  The benefit of doing it this way is you can also add other fields to further define the “Connection”, for example a drop down field called Relationship Type, that defines how the contact is related to the the other contact. Relationship Type can have the values, Parent, Child, Friend, Colleague, etc…

Now, with the new Multi-select Look-up field, you can simply add this field type to the contact module and it allows you to relate a contact to many other contacts simply by selecting those contacts in the look-up field.  You can do this between any two modules, another example might be if you want to be able to relate a contact to more than one account.  Just add a Multi-select Account look-up field to a layout for the contact module.