So recently had a situation where the users will repeatedly add new events for other users in Salesforce. Used to be easy to reassign events when on the new screen in classic, but how great is it that it’s missing in Lightning (trust me, it’s not there). It’s not that bad actually, just got to create a new “New Event” action and remove the old. Read More
So had a client where they need to display “My Opportunities” or a custom view of “Inside Sales Opportunities” depending on role. We’re not going to go into the view creation here, but instead discuss how I can create the same home page but hide certain pieces on that home screen based on the logged in users role. Read More
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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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 Outlook.com or Gmail.com 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.
With the Dynamics 365 V9 update finally rolling out to most existing customers, Microsoft announced a list of features that will be deprecated in future releases of Version 9. If you’re on Version 8.2, this list does not apply!
For the full list and details, PLEASE check out this page from Microsoft.
As an administrator, it can be difficult to make sure users properly install software–specifically the Dynamics 365 App for Outlook, which can be buggy as it is. Left up to users alone, there’s a chance it won’t get installed properly (or at all). Luckily, Dynamics has us covered and provides a great administration page for this app! Read More
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:
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.
