For those of you that have worked with Lightning, you may know how to do this but as someone that is just slowly moving to Lightning (I promised I would), you’ll find that the home page that’s out there is not always the best for each of your users. Maybe you don’t use opportunities and just focus on activity tracking for instance. If so, that quarterly performance grid will be distracting and confusing for some of your users. Let’s create a different one…. Read More
So I’m sure there are some easier ways to do this (the Salesforce community has some great authors out there), but I figured I would wing this and create a quick link to anyone’s linkedin page from the contact record. Since they removed the quick link button at the top a few years back, I’m asked for this a lot actually (and we can use this same train of thought for almost any other custom social media page, intranet URL, etc.).
So when I create new tasks, I like to have the company name in the subject, followed by a dash and maybe the follow up. You can set the default subject through the form design (default value), but I want to do this where the company is dynamic each time, and I end up having a value in there as well after the company name.
Had a client recently that wanted to lock down a field based on role, but also depending on what the account type field was. For instance, reps could edit a prospects address but not a customer. Normally you would use field level security based on role, but because of that added item of account type, it’s a bit more than that. Read More
Wrapping up this month with a very quick tip that’s fun to test! Did you know that many of the keyboard shortcuts you use every day in Windows can be used within Dynamics 365? Next time you work in any of the forms in your instance, consider trying these shortcuts! Please note, this tip refers to a US keyboard layout.
This tip is for all the folks who have had to create multiple, similar Business Rules at once. It is so easy to miss, but it actually is possible to duplicate and edit a Business Rule! This really is a time-saver–especially when multiple Business Rules contain similar steps or variables. The only catch is, the Business Rules must be contained in the same Entity. We’ll jump right in with an example. Read More
This is a troubleshooting tip for those paying attention to their networks while using Dynamics. If you start experiencing strange behavior (namely speed issues), it’s always a good idea to start by checking Microsoft’s status. Read More
If you’ve ever looked at the Data Sharing Rule definition screen, you see that you can share data from one entity to another entity. The entities available to select from are Group, Role and Roles and Subordinates. So what if you really just want to share data from one specific USER to another USER? The answer is to set up each of those individual users a group of 1, then share between the two groups. Read More
In Zoho CRM, there are three settings that control data privacy across Zoho Modules:
- Default Access
- Role Hierarchy
- Data Sharing Settings
The Salesforce.com workbench is an amazingly useful tool when you want to deal with directly with the data on the backend. This is like having SQL access to the backend database, something that many developers, data managers (importers), and administrators need to better understand the way the Salesforce.com database is setup on the backend. Read More
