Additional application settings were added to Microsoft teams in a recent release, giving you more control over how you want MS Teams to behave. Check it out by clicking on your user icon, then Application: Read More
Let’s be real–Microsoft Teams is still in its infancy. While a new release–with new features–arrives every few weeks, there is still a lot of room for improvement! (By the way, you can check recent release notes under Chat->T-Bot->Release Notes.) As you explore and use Teams, you may think of improvements or new feature ideas. It’s very easy to submit them, and you absolutely should! These ideas funnel back to the User Feedback website for Microsoft Teams. Not only can you submit ideas (or bugs, for that matter)–you can also stay up-to-date and vote on existing & popular ideas.
This tip is easy to miss and very convenient! As you browse through Teams, when you see a contact’s icon, you can hover over it and access a nifty little menu: Read More
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
You may have noticed in Conversations–Microsoft Teams actually has quite a robust chat feature. Any time you see the chat bar, a number of customization options are available: Read More
One little-discussed feature of Microsoft Teams is the Search bar. It is accessible from all 5 navigation areas (Activity, Chat, Teams, Meetings, & Files), and is actually quite handy! Microsoft Teams stores all of your organization’s history indefinitely in the cloud, so you’ll be able to refer back to links, files, conversations, etc. Read More
We had a great question come in a bit ago asking about how you could send a message to multiple teams or channels at once. I briefly touched on this on a previous post but wanted to explain a bit more thoroughly. You can send an email to multiple Channel email addresses, and it will appear in that Channel’s conversation tab. This is a great way to send blast messages out because you can send messages to multiple Teams’ channels. Read More
This tip is meant to save yourself a little time (every second counts, right?) when completing forms in CRM.
Sometimes fields can be filled in on forms by default if the response is typically true under X condition(s). For example–you might know that if an opportunity or lead is related to Product X or Y, it applies to Business Unit A, while if the interest is in Product Z, it applies to Business Unit B. You use a Business Rule on a form to set the conditions and default values. Being default values, they can be changed after they are set. Read More
Let’s say you just created a personal view that you want to allow others to use–what do you do? Share it! Dynamics 365 makes this really easy. This is especially helpful for teams or collaborators that want to leverage.