I recently stumbled upon a very cool feature in Excel that I had to share in a blog post. This feature allows you turn a cell with a country, city, or company name into a lookup field, where you can quickly and easily add other information to your worksheet. To see this in action, keep reading! Read More
Spring 2019 has replaced the Cloud Flow Designer with Flow Builder. If you want to continue using Cloud Flow Designer you can update what is used by default. I recommend familiarizing yourself with Flow Builder as it differs from the previous version. Read More
A quick and easy way to complete activities individually or in mass can be created by adding the Closed checkbox field to the Open Activities related list. The checklist will display on each activity in the list. When you check the box, the activity will automatically be marked as closed. The activity will then move into the Activity History related list. You can check one or more activities at a time. Read More
The Email Log files are a great way to monitor messages sent from Salesforce and when testing new templates. The log file will include the status of the email as well as date, UserID, recipient, and sender.
The file can retrieve up to the last 30 days of activity and will be available within 30 minutes of requesting it. It is delivered via email in .csv format and can span multiple files if there are large amounts of messages sent. Read More
Microsoft Flow can connect to Microsoft Teams to do a number of things! In this blog post, we’ll walk through how to create a Flow that posts automatically to a Channel in Microsoft Teams about upcoming events in Outlook.
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Did you know that you can add an out-of-the-box Timer to a form in Dynamics? The timer will count down to a date specified in the form, and display different statuses depending on conditions you set. You can add multiple timers to track against multiple milestones. In the example below, we’ll be adding a countdown timer to the Opportunity based on the Estimated Close Date. Read More
Have you ever wanted to look at records related to another record in Dynamics, but fail to see the shortcut? Or, as an Administrator, have you ever had to troubleshoot a record, but the “Background Processes” or “Process Sessions” shortcuts were missing from a record? Keep reading to learn how to add these shortcuts. Read More
We recently received a few questions about Voice of the Customer for D365 version 9, and I was investigating when I noticed our V0C solution was outdated. Every attempt to install the latest version failed, for no apparent reason. Thanks to this blog post, I was able to figure out the issue. Keep reading for step-by-step instructions to update VoC for version 9. Read More
Did you just become a subscriber to various Zoho products? Are you having a hard time convincing your team to use them? It’s important to focus on these three things.
Divide
Many sales teams can be divided into three different groups. About 20 percent will be power users; these will be the people that understand Zoho products and love them. The second group, which may be about 60 percent of your team, will understand enough, but can still benefit from some Zoho training. The final 20 percent may not want any part of the CRM system and will need a great deal of convincing and training, which is the group you’re going to need to focus on the most.
The CRM systems of today, like Zoho, make accounting integrations simple and seamless if that’s a feature you want to take advantage of. However, Zoho accounting integrations can also be confusing at times. In this blog, we debunk some common myths when it comes to Zoho accounting integrations.
Myth #1: Zoho accounting integrations are simple
Fact: This will depend on various factors, such as whether something is pre-built or if you’re new to Zoho. You may need the help of a programmer or you may need to use export/import tools. Moving forward, it will need to be supported, because databases, software, and the environment will change. In some cases, it may be simple enough to integrate your accounting system if you receive the right training beforehand and during the process.
