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
Leads can be related to many Campaigns in your CRM. You can see the list of campaigns in the Campaign related list below the lead details. The very first Campaign a Lead is connected to is it’s “Campaign Source”, and this information is stored in an inaccessible field. Read More
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.
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
Ah, nothing like a stupid pet trick! You can whip this out the next time you have GoldMine up at a company meeting. You’ll look like a million bucks!
Here it is; any list view in GoldMine can display the count of it’s contents.
Simply right-click and check the “Summary” box. Voila!
You should immediately see the corresponding count in the lower left-hand corner of the list;
This option to display Summaries is present almost everywhere the Output To… functionality is present.
Try it and have fun!
Consider this a shortstop between you and inconsistent data. It can really help to “lock down” fields like Customer Type and Sales Rep to prevent bad entries.
Bring up the picklist by clicking into the field and then clicking the grey arrow to the right.
From there, click the “Setup” button.
What we are concerned with is “Allow Blank Input” and “Force Valid Input”. Forcing a valid input requires the end-user to use a value from the picklist.
But beware, disallowing Blank Input will prevent the end-user from “getting out” of the field until they choose something valid. So make sure that all appropriate picklist choices are available!
We’re concerned, here, with fields that should contain items from a known list of values. Fields like Customer Type, which is usually coded “Prospect”, “Customer”, or “Vendor”. Or Sales Rep, which simply contains a list of personnel.
This is actually an important part of producing accurate metrics via reporting. If you can’t rely on Sales Rep or Customer Type to be consistent, any numbers generated would always be questionable. We’re going to look at how to produce lists like in the following example.
Does your database contain Customer Types like this?
The first thing we must do before actually writing the query is to identify which field we are working with. In GoldMine, the way to do this is;
Right-click on the field label, then select Properties.
On the Profile Tab, take note of the “Name in Database” value. For example, our Customer Type field is actually called “KEY1”.
Now we can actually write our SQL Query. In GoldMine, select Tools | SQL Query from the top level menu.
The query we’re using is simply an aggregate(count) of the field in question, grouped by all unique values. Copy and paste the following code into your query window;
SELECT KEY1, COUNT(*) FROM CONTACT1 GROUP BY KEY1
And then click “Query”. It’s just that easy. To get lists of other fields, just repeat the process using the different fieldname in place of KEY1.
For example, you can get a list of States with this;
SELECT STATE, COUNT(*) FROM CONTACT1 GROUP BY STATE
For user-defined fields (any field on the lower half of the record), substitute CONTACT2 for CONTACT1, like this;
SELECT USERDEF01, COUNT(*) FROM CONTACT2 GROUP BY USERDEF01
Remember, you can’t hurt anything by selecting data, so have at it and have fun!
If you’re using Automatic Followups in GoldMine, then you might want to set up your History Notes to “flow” to the followup activities;
1. Go to Tools | Options
2. Click on the Schedule Tab
3. Check the box next to “Carry over completion notes when scheduling follow-up calls”
Having this checked will copy the Notes from the currently completed item to the Automatically Scheduled Followup Item.
