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Dynamics 365: Mobile Task Flows

By Microsoft Dynamics CRM No Comments

Mobile Task Flows are a great way to prompt users to do something in the Dynamics App after a condition is met. For example, one of the out-of-the-box Task Flows is “After Meeting”, which guides users through various updates after a client meeting takes place. Mobile Task Flows can only be used on mobile clients. You’ll need to download the appropriate Dynamics 365 app for your device.

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Office 365: Excel Flash Fill

By Microsoft Office 365 No Comments

Flash Fill is one of those features in Excel that is easy to ignore or turn off, but it actually does have some very valid use cases that could make life easier! Flash Fill can be tremendously helpful when working on repetitive tasks that would be tricky to implement with formulas. Below are a few examples to demonstrate how this feature can be used. It’s pretty smart! If you’re doing any sort of repetitive task in Excel, I recommend giving it a try.

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Salesforce.com – Keyboard Shortcuts

By CRM, Salesforce CRM One Comment

So while exploring the release notes for Winter ’18, found something on keyboard shortcuts that could be very helpful.  Here’s the list of shortcuts:

https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_keyboard_shortcuts.htm?edition=&impact=

Originally this was intended for the console only (more on that next month when I dig into it), but you can use it on standard apps or new apps created in Lightning Edition (my custom apps were built in Classic so they don’t work).

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Salesforce.com – Modifying the record header in lightning

By CRM, Salesforce CRM No Comments

Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages.  What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately.  I’m sure there might be an easier way (I welcome the comments to help out) but for now, here goes….

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Zoho CRM – Scoring Rules

By Uncategorized No Comments

Did you know that Zoho CRM has a built-in way to quantify a “Score” for a Lead, Account, Contact and Deal?  This can be a very useful feature to prioritize which records need your attention sooner.  There are three ways to affect the score:

  • Record Content (define criteria based on field values)
  • Email responses or non-responses
  • Survey responses

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ZOHO CRM – Custom Module Record Name – use auto-number instead!

By CRM, Zoho, Zoho CRM 2 Comments

If you’ve ever created a custom Module in Zoho, you’re aware of the standard Custom Module Name field.  This is by default, a mandatory, Single Line type field that is effectively the name of the record.  Many times it becomes another pesky step in the process of creating the record and is not really needed in the use case.  Zoho has implemented a great work-around for this, but it must be set up when the custom module is first created, here’s how…

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