Earlier this summer, Microsoft quietly updated the documentation website for Dynamics 365. As someone who is constantly looking at Dynamics documentation, this was a welcome update and the organization is greatly improved. Microsoft articles are a good resource for general questions (eg. How do I create a new Personal View?), so take note of the below site:
The default “Top Opportunities” Chart is fine, but if you prefer to see the detailed revenue for each Opportunity, follow these instructions. (Scroll to the bottom to check out the finished chart!) Read More
If you’re working in a View and try to filter a column, but don’t have the option, follow these instructions to fix. Read More
UPDATE 12/4/17: It has been brought to my attention (thanks Alane!) that this feature is no longer available for MS Word 2016. I will update this post again if that changes!
The Quick Access Toolbar is an often overlooked feature in Dynamics 365, and I wanted to highlight a particularly neat capability in this tip. Depending on the program you’re using, the options for the Quick Access Toolbar differ. Below are just the OneNote, Excel, and Word Toolbar Options:
If you’ve adopted OneNote as your note-taking program of choice, you’ll probably want to share or send a Notebook at some point. Luckily, OneNote makes this quite easy. I’ll note that the instructions below also apply to individual Sections in Notebooks! There is also a difference between sharing and sending–when you share a Notebook, you’re sharing a ‘living’ document that will always be up-to-date, while sending a notebook just sends a copy of a specific file.
A few years ago, I started the daunting process of digitizing recipes from cookbooks and notecards. Scanning all of these recipes was a good start, but that still doesn’t make them searchable or editable. I wanted to extract the text from the scans, but software and scanners for that exact purpose were (way) too expensive. Eventually, I stumbled upon this tip and it has proven time and time again to be one of my favorite Office 365 discoveries–and saved me a lot of pain with my recipe project. Read More
Each Zoho CRM user has the capability to customize their home page with components. The home screen can be different for every user. If you wanted it to be the same for every user and only configure it once, use the Customize Home Page feature… Read More
When you assign a profile to a user it defines what permissions (read/write/delete) they have for each module and also access to administrative functions. Did you know that you can also restrict access down to the field level? Here’s how…
- Tool Icon-> Setup-> Customizations-> Modules
- Click on the Module Name whose fields you want to restrict
- Click on the Fields Tab
- Click on Set Permissions
- Select Read/Write Access for each of the Profiles defined – click Save!
Zoho CRM has a custom link feature – lets explore… for example, you can set up a google search link in the Lead module on company name. Here’s how: Read More
So recently we were doing a migration of data (activities) and dates always seem to cause issues whether you’re using Data Loader, DataLoader.io, import wizard, etc. However, there are a couple of ways to do things that we’ve found work a bit better with date formats, a bit friendlier to Salesforce during migration. Read More
