Microsoft is redesigning the Dynamics 365 admin portal! You may have seen our post on the new support page a few months back–Microsoft has expanded the Dynamics 365 admin portal to include both support information and environment/instance management.
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This year, Microsoft changed their Dynamics 365 upgrade policies. Some of the changes include delivering two major releases per year (April and October), detailed release notes (you can find these here), and most importantly, enforcing a mandatory update to move all 8.2 users to version 9 by January 31, 2019. You can find more information on the policy changes in this Microsoft blog post and a FAQ on these policies here. Please note that version 8.2 will not be supported after January 31, 2019 and your organization has likely already been contacted by Microsoft to schedule the upgrade.
One very cool feature I recently discovered was the ability to send snippets of code in Microsoft Teams where the formatting is preserved and even enhanced with syntax highlighting, the option to wrap text, and more!
Office 365 subscribers get fairly frequent updates pushed to their systems, but it’s not always clear what functionality has been updated, removed, or added. In this tip, we’ll walk through how to check for updates, how to view what’s new, and how to view the Office 365 roadmap.
You may realize that the number of SQL records returned in the query tool is limited to a few thousand rows. This can be changed, however!
1. Select Tools | Configure | System Settings from the top level menu.
2. Go to the Display Tab.
3. Change the number of maximum sql query records to whatever amount you want. But use care: larger numbers will increase your GoldMine startup time.
Try it, and have fun!
Did you know that you can increase the font size in GoldMine? It’s easy!
1. Go to Tools | Options from the top level menu.
2. Go to the Record Tab.
3. Check the box labeled “Use Large Font”. Ok your way out.
GoldMine will force you to restart itself. To increase the font size any further, you will need to change the font in windows, sorry!
I don’t usually like to get into SQL queries too much here, but this one is very useful. It will show you how to list (query) all contacts without history.
First, open the SQL Query window in GoldMine by selecting Tools | SQL Query from the top level menu. Then, copy and paste the following queries (one at a time) into the top window and then hit Query. The results will appear in the bottom pane and can be exported to Excel by right-clicking and selecting Output To | Excel.
Contacts With No History
SELECT ACCOUNTNO, COMPANY, CONTACT FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST)
Contacts with No History Since a Date (in this case, 1/1/2016, but feel free to change the date)
SELECT ACCOUNTNO, COMPANY, CONTACT FROM CONTACT1 WHERE ACCOUNTNO NOT IN (SELECT ACCOUNTNO FROM CONTHIST WHERE ONDATE > ’01/01/2016′)
Try these out, and have fun!
Formulas are a great way to automate field data, create Validation Rules, and define workflow criteria. Read More
Keeping Salesforce data accurate is one of the most important goals you will have. If information is entered incorrectly, it will affect how it is pulled out in reports, dashboards, workflows, etc. Even one letter missing or misspelled can make a filter show false instead of true. For example if an Account is added with a Type of ‘Client’, it will not be included in a report showing all Accounts with the type of ‘Client’.
Validation rules help keep information consistent with your processes. They check the value entered and if it does not meet the validation, it cannot be saved. Read More
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout. They provide quick access to information for the related object as well as the ability to add/edit/delete records. Read More
