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Dynamics 365 – Rename Main Tiles

By CRM, Microsoft Dynamics CRM, Uncategorized

If you’ve always wanted to change the Main Tile names in your Dynamics CRM instance, you are in luck! One awesome new feature in Dynamics 365 is the ability to rename the Main Tiles.  This new enhancement is so great for clients with different Business Units (Residential vs Commercial, Private vs Public, etc) or internal lingo that doesn’t jive with the default labels. We’ll also be touching on making changes to the Site Map–I’ll continue that discussion in the next blog.

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Microsoft Teams – Finding the Release Notes

By Uncategorized
How can I tell when and what new features are added to Microsoft Teams?

This is a GREAT question. Since Microsoft Teams is so new, be on the lookout for some significant enhancements as the year progresses (PS – External User Access, anyone?! Keep tabs on that here). One way to keep an eye on new features is by periodically reviewing the Release Notes. Microsoft Teams makes it easy to check out the Release Notes–if you know where to look.

Finding the Release Notes

Start & sign in to Microsoft Teams.

Select Chat from the left pane:

Select T-Bot from your Chat list (we’ll be talking more about T-Bot soon):

Click the Release Notes tab below T-Bot‘s name:

Voila! Release notes are always fun and I definitely encourage all Microsoft Teams users to explore this–especially since we will be seeing lots of changes in the coming months.

Feel free to use the comment section below if you have questions about this post. Thanks!

Microsoft Teams – Enable Teams and Access Admin Settings

By Uncategorized

Hello, and welcome to the Microsoft Teams section of the blog! Teams is a brand new, real-time collaboration tool from Microsoft. To kick off the blog, we’ll review exactly how to enable teams (and find Admin settings), assuming you have access.

Access Administrative Settings

Log in to portal.office.com using your appropriate credentials. Select the grid next to Office 365 and find the Admin tile:

If you do not see the Admin tile, try looking under the New tab–especially if you’ve recently been given Administrative access. You can right-click and Pin to home for easier access next time:

If you still cannot find the Admin tile, you’ll need to contact your IT Department and/or primary Administrator.  Please note that it takes a few minutes for the tile to appear once you are assigned Admin privileges.

Find and select Settings, then Services & Add-Ins:

To quickly find the service we’re looking for, search Microsoft Teams  and select it:

Enabling Microsoft Teams

The Microsoft Teams settings panel will appear. To enable Microsoft Teams for your organization, click on the switch:

Administrative settings for Microsoft Teams can be found by expanding each section. We’ll be going over some of these individually in the coming months. Be aware that any changes you make here apply to your entire organization, so please exercise caution. The settings section I’d like to highlight today is the Calls & Meetings section.  Here, it’s possible to disable video in meetings and screen sharing in meetings if your organization does not use those features:

Be sure to Save any changes you’ve made!

Note: Bots are still in development–we’ll be revisiting this in the future!

If you’re having trouble enabling Microsoft Teams using this method, try signing up via teams.microsoft.com.

Feel free to use the comment section below if you have questions about this post. Thanks!

-Megan

 

 

Zoho CAMPAIGNS – stop your emails from landing in Spam

By Email Marketing, Zoho

Do you find that when you use Campaigns to send emails, sometimes your emails end up in your recipients Spam or Junk folder?  To stop this from happening, you can authenticate your email domain in Campaigns to greatly improve the deliverability of your emails.  (note: If you don’t manage your own domain, you will need to pass some instructions on to your adminstrator.)  Here’s how:

  • Login to your Campaigns Account and click ‘Settings” in the top Navigation menu.
  • Click “Email Authentication”
  • Click the Add a Domain (1) button at the bottom
  • Enter your domain name (e.g. marksgroup.net), and click the “Add” button to add the domain to your list.
  • Click the ‘SPF/DKIM Setup Link’ (2) for instructions. NOTE: These instructions will need to be completed by someone who has access to your domain administration.
  • Once the instructions have been carried out, click the verify (3) link.

Click here for more detailed step-by-step instructions from Zoho

Zoho CRM – Track your inventory!

By CRM, Zoho, Zoho CRM

Did you know that you can use Zoho CRM to track your inventory?  Tracking your inventory involves the following modules:

  • Products
  • Quotes (optional)
  • Sales Orders (optional)
  • Invoices
  • Pricebooks (optional)
  • Vendors
  • Purchase Orders

The Products module has the following fields for inventory tracking:

  • Quantity in Stock
    • incremented by a delivered Purchase Order
    • decremented by invoice (on create)
  • Quantity Ordered
    • incremented by a created Purchase Order
    • decremented by a delivered Purchase Order
  • Quantity in Demand
    • incremented by a Created Sales Order
    • decremented by a converted Sales order
  • Re-order Level – set to receive re-order alerts

Details on how it works:

  • Initialize your Product records and enter your initial Quantity in Stock, and Pricing values
  • PURCHASING
    • Create a Purchase Order and add a product as a line item with a quantity
      • zoho automatically adds the quantity listed in the purchase order to the Quantity Ordered field in the product record.
    • When the products are received, mark the Purchase Order as “Delivered”
      • zoho automatically subtracts the quantity form the Quantity Ordered field and adds it to the Quantity in Stock field
    • Set a Re-order level and get alerts when inventory dips below established levels.
  • SELLING
    • Optional – Create a Quote Record, add the product(s) as line items with a quantity. (Quotes do NOT affect product inventory!)
    • Optional – Create a Sales Order Record (or convert a Quote to a Sales Order) with line items (products with prices and quantities)
      • zoho automatically increments the Quantity in Demand field by the quantity listed in the Sales Order for all products listed as line items in a Sales Order 
    • Create an invoice (or convert a Quote or Sales Order to an invoice)
      • zoho automatically decrements the Quantity in Stock field by the quantity listed in the invoice for all products listed as line items in Invoice

Using this part of Zoho CRM is a great compliment to Quickbooks Online (which does not have inventory tracking).  Simply push your invoices to Quickbooks online (through Zoho’s Quickbooks Connector) for billing and tracking.

Salesforce.com – working with custom user fields

By CRM, Salesforce CRM

I’m a huge fan of “My” style views.  However, what do you do if you have multiple user fields on a form.  Maybe a “outside rep, inside rep, engineer” type of situation?  Had a similar case with a client where we had multiple users on an opportunity.  Not just the owner, but OTHER users which we wanted to see these opportunities when on the “My Opportunities” type of view.  So, we created a formula checkbox which turns true when the user is listed in any one of the fields.  Here’s the code for the formula:

    IF(   Owner.Id   = $User.Id ||
     Salesrep__r.Id  = $User.Id ||
     Salesrep_Add_l__r.Id = $User.Id ||
     Sales_Rep_Additional_2__r.Id = $User.Id ||
     Engineer__r.Id = $User.Id ||
     $UserRole.Name = "Sales Manager"
    , TRUE, FALSE)

It’s long IF/THEN formula, but it’s basically evaluating if the current user is in the rep1, rep additional, the rep2 additional field, or engineer field.  I won’t go into how you make the formula field as that’s pretty straight forward.

Once you’ve got this, just change the “My Opportunities” view to be “All opportunities” but where the field is TRUE (in the image below, we just changed the “opportunities” module to “projects”, hence the difference).

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