For this tip, I’m bringing back a post from last year about organizing reports. If your organization uses a high number of reports like many of our clients, I highly recommend taking the time to organize them into categories! There are a few out-of-the-box categories to choose from, but if that’s lacking, you can add your own if you are an administrator. Read More
With the rollout of Release Wave 2, you may have noticed that Microsoft has done away with the classic “Advanced Find” feature. I use this feature more than any other in Dynamics and prefer the classic view; I’m not ready to let go! We can still access it as of October 2022 if you know where to look, but it will be removed at some point.
Did you know you can restrict access to specific field access using Zoho CRM field permissions? This a great way to be able to provide record access even if you don’t want all users to see all of the data available. Read More
A Salesforce lookup field is one of the many different kinds of field types available to you. When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few. LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More
Salesforce inline editing for reports allows you to review a report and make changes in real time. This can be very convenient since you don’t have to go into the records to make the updates. Read More
Zoho CRM reporting has undergone some significant changes! Have you noticed the yellow banner at the top of your screen letting you know a new reports version is available? Here we will discuss what these changes are and in future blogs we will go into more detail on how to create reports and use some of the newer features. Read More
We’ve covered conditional formatting a few times before, but I used conditional formatting in a new-to-me way this month and wanted to share. I was assigning dates to tasks for a project and realized that it would help me if I could at-a-glance determine how soon tasks were due. Behold, conditional formatting! Keep reading to see how I solved my problem. By the way – to look at those older posts, check out the links below:
Office 365: Use Conditional Formatting to Automatically Assign Colors to Calendar Items in Outlook
A few years ago, I wrote a post about creating personal dashboards. We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher. In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard. There’s also a link in that post that provides instructions for resizing dashboard elements. Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!
For even more information about dashboards, check out this page from Microsoft.
This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics. This is something we strongly recommend updating in your Production or Sandbox environment to further differentiate the two and help prevent accidental changes in the incorrect environment. If you’re using an out-of-the-box app such as the Sales Hub, check out these instructions from Microsoft to update the theme. For instructions to update the theme of a custom app (eg. NOT “Sales Hub” or “Customer Service Hub”, but a custom app), follow the link here.
