Hey there! In this tip, I wanted to point out the difference between a reply vs a new conversation in Microsoft Teams.
There are two places to start typing in the Conversations tab–at the bottom with the mini Compose Box, or under an existing ‘conversation’: Read More
If you’re a user of the Voice of the Customer feature in Dynamics, you might know that Microsoft Azure occasionally acts up and prevents survey responses from being received & visible in Dynamics. You wait hours for survey responses that should be there, but just…aren’t. Thankfully, there’s a way for us to go in the back and kick the service into action again. Read More
Hello again! This quick tip will allow you to add images to your emails & email templates in Dynamics 365. This is particularly handy for promotional emails and images in signatures.
There is a catch, though–the image MUST be hosted on a publicly-accessible URL. Unfortunately, this means HTTPS won’t cut it, which rules out using Web Resources. If you end up doing a Google image search to find the image (helpful for logos), be sure to use one with a reliable host. This helps minimize the risk of the image suddenly disappearing in the future! Alternatively, you could visit your organization’s website, right-click, and select “view source” or “view page source” and begin sifting through the .jpg or .png files with ctrl+F. Read More
When I first started using Voice of the Customer (VoC) Surveys, I was under the impression that you could only view survey responses by clicking into each individual survey response. This is great if you need to drill down into a specific survey response (eg. Investigating low customer satisfaction scores), but so painful for broader analysis! Thankfully, there’s a decent out-of-the-box report called ‘Survey Summary’ that we can use–and it’s a good template to start from for a customized report. In this tip, we’ll walk through each method to view the responses. Read More
Optimizer is a feature in Salesforce.com used to evaluate below scenarios in your implementation and fine tune them. For instance:
This one’s a bit of another oldie (blast from the past), but it’s a good one. We all know that Reports and Dashboard tabs are great one-stop shopping spots for data. But users don’t have to go there every time they need to know something. You can set it up so people can see a report chart right on the page where they’re working. For example, when updating an opportunity, they can see a chart that’s filtered to show the latest data about the account that opportunity is associated with, without leaving the Opportunity detail page. Read More
Notice how if you look at the Feeds module you basically see your own activity. You can “follow” specific records, and you will then see any activity related to those followed records as well. What if you just want to see ALL activity in feeds? That’s where auto-follow rules come into play.
In Zoho Campaigns, when emails to a contact experience 3 soft bounces or one hard bounce, they get removed from your contact list. So how can you find out who’s bouncing without searching through all the email campaigns or the sync reports? Easy! You can export the list of bounced contacts! Here’s how: Read More
When you start using the new Zoho CRM template editor, one thing you might find puzzling is how to add a user signature to a template. With the current editor, it’s simply a checkbox. In the new editor it’s considered a “Merge Field“.
Ever wanted to schedule a Conference Room or Service Truck on the Calendar in GoldMine? Simply create a new user. GoldMine allows you to create a infinite number of users, so this doesn’t affect licensing.
Now, when viewing the calendar, you can schedule TRUCK1 or CONF5 as a user. This will prevent double-booking of the same resource.
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