If I’m being completely honest, I still prefer to make customizations to forms and fields from the old UI and therefore rarely go into the “new” PowerApps UI (the functionality is not identical). However! I recently stumbled upon the “Form Access Checker” feature in the new Power Apps customization area and had to share. This is a tool that lets you select a security role and app (“Sales Hub”, etc) to see what forms are enabled under those conditions. Read More
If you happen to own a Flow important to your organization, I highly recommend sharing the Flow with an additional user in the event that you leave the company or lose access to your account. While it will be possible to recover any Flows “lost” this way, it can save a few headaches and extra clicks by sharing the Flow with another user. This is also helpful in the event that your Flow fails to run or encounters some other error — Power Automate will email the owners of the Flow with the issue details. The more people that receive this email, the more likely it is that the issue will be addressed quickly! Read More
We’ve covered in-line or grid editing Dynamics 365 views previously, but did you know that Sharepoint offers the same feature? Good news — it’s about as easy to use as it gets. Read More
If you have worked with Zoho CRM subforms before, you know that a major limitation was being able to import data. Zoho has now added this functionality! Read More
We are often asked whether you can see the Zoho CRM Notes you add to one record in a related record. The short answer is – it depends. Read on to learn more. Read More
When you use a CRM there are times you want others to be able to access your account. Read on to learn three ways to share records in Zoho CRM.
One very cool new feature that the Pipedrive team has added recently is the ability to schedule emails to be sent at a specific date & time. Keep reading to learn how to schedule an email.
One of the newer features in Microsoft Teams is the ability to set an Out of Office message. With Teams being utilized so heavily for day-to-day communication (and even replacing some emails), it makes so much sense to use this feature when you’re not around. It also syncs to your Outlook calendar and is very easy to set up — keep reading to learn more.
Did you know that Dynamics has an out-of-the-box report that displays all users’ security roles? I just learned about this a few weeks ago myself and it has been very useful! Keep reading to learn how to run this report. Read More
Pipedrive has a plethora of alerts that you can receive to stay on top of your organization’s access and data security. Below, I’ll show you the options available and how to navigate to them. Read More
