A GoldMine customer asks: There are so many items in the History tab that I can’t find what I am looking for.
To correct this:
* Within the History tab, Right-click > Options > Filter.
* This brings up the Activity Filter window.
Did you know that you can “tag” Contact Records within your Search Center, making them a “pseudo-group”?
When viewing results in your Search Center, you can check the box on the left of each row to Tag the record in question. Once one or more records are Tagged, this becomes an “Active Filter”, which means it can work with all the Filter-aware function of GoldMine. These include Building a Group, Merging an Template, Global Replace, etc.
A common question is how do I get the data out of Salesforce? Views are nice, but sometimes you need to have a good report to export or schedule to email to team members weekly. We’ll do a simple custom report here.
This is an oldie but a goodie, so kind of rehashing a two-year-old tip here for your pleasure. This is how we can add a list view to your Home Page, so you can see things like leads, opportunities, etc., right from the home page. We’ll use the Leads object in this example:
This post is a fun one–we’ll be uploading your organization’s logo to your instance of Dynamics 365. Easy. High-impact. Gotta love it! Bonus: we’ll upload a profile picture, too.
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.
We all know how frustratingly slow it can be to jump around between different entities, contacts, leads, opportunities in Dynamics..oy! In this post we’ll be discussing a very helpful new feature in Dynamics 365: “Pinning” Entities and Records in the “Recently Viewed Items” drop-down. You can actually pin Views, too!
In this post, we’ll be checking out the Notifications Settings in Microsoft Teams. There, we’ll enable (or disable, depending on your needs) Skype for Business Integration. You can also make changes to how you receive Teams Notifications. Any changes made apply here only to you, not your entire org.
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!
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
