Mobile Task Flows are a great way to prompt users to do something in the Dynamics App after a condition is met. For example, one of the out-of-the-box Task Flows is “After Meeting”, which guides users through various updates after a client meeting takes place. Mobile Task Flows can only be used on mobile clients. You’ll need to download the appropriate Dynamics 365 app for your device.
We’ve all been there. In the midst of editing a Spreadsheet or Word document, you realize you’re in too deep with changes, and everything’s broken, and the formatting is messed up, and and…! If you saved your document to OneDrive, have no fear. It is really easy to recover old Excel, Word and other document versions with the help of OneDrive.
There’s nothing worse than accidentally sending an email before you’ve finished it (or forgetting an attachment, or sending to the wrong recipient..)! Did you know Microsoft Outlook allows you to attempt to recall a sent message?
Flash Fill is one of those features in Excel that is easy to ignore or turn off, but it actually does have some very valid use cases that could make life easier! Flash Fill can be tremendously helpful when working on repetitive tasks that would be tricky to implement with formulas. Below are a few examples to demonstrate how this feature can be used. It’s pretty smart! If you’re doing any sort of repetitive task in Excel, I recommend giving it a try.
So while exploring the release notes for Winter ’18, found something on keyboard shortcuts that could be very helpful. Here’s the list of shortcuts:
https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_keyboard_shortcuts.htm?edition=&impact=
Originally this was intended for the console only (more on that next month when I dig into it), but you can use it on standard apps or new apps created in Lightning Edition (my custom apps were built in Classic so they don’t work).
Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages. What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately. I’m sure there might be an easier way (I welcome the comments to help out) but for now, here goes….
One thing that I couldn’t figure out for a while was how to get Salesforce.com’s patented hover on the related list in lightning edition. To be frank, that was one thing that I always wanted and liked in Classic, hence my slow movement to lightning. It’s actually not too hard, but you have to do it on every object form which is the downside.
Did you know that you can create rules to automatically assign records to your users based on criteria? A great example of using this feature is setting up Lead Assignment Rules. There are Three parts to defining an Assignment Rule.
Did you know that Zoho CRM has a built-in way to quantify a “Score” for a Lead, Account, Contact and Deal? This can be a very useful feature to prioritize which records need your attention sooner. There are three ways to affect the score:
- Record Content (define criteria based on field values)
- Email responses or non-responses
- Survey responses
If you’ve ever created a custom Module in Zoho, you’re aware of the standard Custom Module Name field. This is by default, a mandatory, Single Line type field that is effectively the name of the record. Many times it becomes another pesky step in the process of creating the record and is not really needed in the use case. Zoho has implemented a great work-around for this, but it must be set up when the custom module is first created, here’s how…
