Microsoft Office 365 – Quick Access Toolbar and AutoSave

By Software 12 Comments
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:

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Microsoft Office 365 – Share or Send a OneNote Notebook

By Software 2 Comments

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.

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Microsoft Office 365 – Copy Text from an Image with OneNote

By Software 2 Comments

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

Zoho CRM – Restrict Access to Specific Fields

By CRM, Zoho, Zoho CRM No Comments

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!

Salesforce.com – Dates on imports

By CRM, Salesforce CRM No Comments

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