With Salesforce Dynamic Forms, you can streamline the fields that are visible based on how other fields are filled in. And, you can do this all from the Lightening App Builder rather than going into the page layout editor. Read More
Are you finding that a lot of your contact information is inaccurate? You can use Zoho Forms to have your contacts update their own information by sending them a prefilled form. Read More
One of the benefits of using a CRM is to see how all your data is tied together. One to one linkings like Contacts and Accounts is pretty simple, but what if many records in one module can be linked to many records in another module? This is called a many-to-many relationship and read on the learn how to link modules using a multi-select lookup field in Zoho CRM. Read More
Have you wondered what Zoho CRM Sales Signals are? They provide a central location for all of your interactions with your leads, contacts or deals. They provide notifications from all of your different communication channels – including emails, website visits, etc. Read More
While Pipedrive is a bit limited in terms of customization, there are some ways you can tweak the forms to better suit your needs. One lesser-known example of this is the ability to reorder and hide the sidebar sections in the Deal, Contact, and Organization records.
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One feature the developers recently added is the ability to use @mentions on Pipedrive records. This makes it even easier to collaborate with other users in your org, and they’ll be notified when mentioned. Read More
One of the newest features in Microsoft Teams is the ability to set an Out of Office message. With Teams being utilized so heavily for day-to-day communication (and even replacing some emails), it makes so much sense to use this feature when you’re not around. It also syncs to your Outlook calendar and is very easy to use.
If you’re stumbling across this blog because you accidentally deleted a record in Dynamics, you are in luck! There is a way to recover it, but requires auditing to have been enabled for the entity. It’s not possible to do out-of-the-box, but with the help of XRM Toolbox, it’s easy to recover the record. Please note, this method requires administrator privileges. XRM Toolbox is an absolute must-have for Dynamics administrators. The tools available are incredibly useful and most importantly, free. One tool that recently came in handy for me (to say the least) is the “Recycling bin” tool–it can recover deleted records in Dynamics as long as auditing is enabled. I’ll walk through using this tool below.
The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read More
