It’s like the best kept secret in GoldMine! Did you know that you could display the count of items in ANY list view?
It’s easy, simply right-click and select “Summary” within the list control. You can do this anywhere items are in a list format (History, Pending, Contact Search Center, etc).
Have fun!
So continuing on our earlier conversation about the Sales Console, I wanted to dig a bit deeper into how we adjust the layouts within the sales console. You’ve essentially got three columns, one is a compact layout (the highlight panel), one is an activity layout (where the details exist as well), and one is the related items. We’re going to adjust that left most column which is the compact layout. Read More
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
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.
If you are still logging in to Portal.Office.com using a “.onmicrosoft.com” domain, it may be time to update this with your organization’s domain. You may also see this recommendation pop up on the Office 365 Portal Admin Home page:
It’s easy–ESPECIALLY if your domain is with GoDaddy–and free!
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.
You may have wondered what the difference is between the “Viewable By” settings for a report (“Individual” and “Organization”), or what the Workflow Scope really means, with options like “User”, “Organization”, and “Business Unit”. The answer is not quite as straightforward as you may think!
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:
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