Becci No Comments

Salesforce – Edit Tabs in the Lightning Activities Sidebar

When using Lighting the Activities Sidebar can be customized to fit your needs.  Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered.  For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion. Read more

Megan Hagedorn No Comments

Dynamics 365: Change the Displayed Fields in Dynamics 365 Mobile App Views

If you use the Dynamics 365 mobile app, you may have noticed that the three fields displayed in search results or various views are unhelpful.  It could only show the Opportunity number (if you assign one), Est. Revenue, and Est. Close date, making the mobile app nearly unusable.  Luckily, changing the information displayed in these views and search results is easy. Read more

Megan Hagedorn 12 Comments

Microsoft Office 365 – Quick Access Toolbar and AutoSave

UPDATE  12/4/17: It has been brought to my attention (thanks Alane!) that this feature is no longer available for MS Word 2016. I will update this post again if that changes!
The Quick Access Toolbar is an often overlooked feature in Dynamics 365, and I wanted to highlight a particularly neat capability in this tip.  Depending on the program you’re using, the options for the Quick Access Toolbar differ. Below are just the OneNote, Excel, and Word Toolbar Options:

Read more

Megan Hagedorn 2 Comments

Microsoft Office 365 – Share or Send a OneNote Notebook

If you’ve adopted OneNote as your note-taking program of choice, you’ll probably want to share or send a Notebook at some point. Luckily, OneNote makes this quite easy. I’ll note that the instructions below also apply to individual Sections in Notebooks! There is also a difference between sharing and sending–when you share a Notebook, you’re sharing a ‘living’ document that will always be up-to-date, while sending a notebook just sends a copy of a specific file.

Read more

Megan Hagedorn 2 Comments

Microsoft Office 365 – Copy Text from an Image with OneNote

A few years ago, I started the daunting process of digitizing recipes from cookbooks and notecards. Scanning all of these recipes was a good start, but that still doesn’t make them searchable or editable. I wanted to extract the text from the scans, but software and scanners for that exact purpose were (way) too expensive.  Eventually, I stumbled upon this tip and it has proven time and time again to be one of my favorite Office 365 discoveries–and saved me a lot of pain with my recipe project. Read more