When it comes to software investment, the critical things to watch are how much you invest, how flexible the terms are, and what other expenses you can eliminate. It may seem like hosting software on-premises is the answer because it appears to give more control over cost; however, due to higher upfront costs and more […]
Take the Guesswork Out of Pricing by Switching to SaaS Read More »
You’ve seen the term everywhere, you hear it’s important to your business, and your boss keeps asking to see a dashboard of your company metrics. But what actually is Power BI? Simply put, Power BI is Microsoft’s business analytics software that connects with all your data sources, combines them into related tables, and then allows
One of the most challenging aspects of producing documents as a team is ensuring each contributor collaborates and responds to colleagues’ new ideas, concerns, and revision requests. Over the years, Microsoft has delivered new methods to enhance this effort again and again, such as SharePoint document sharing and enhancements to the Track Changes feature. Now
Need Help Collaborating? Microsoft 365’s Upgraded Comments Can Help! Read More »
Have you added fields to your Microsoft Dynamics 365 Sales system that you want to see in a Power BI visualization? If you are using the default Power BI template, you won’t see these fields as options. To add them to your reports, you will need to use Power BI Desktop to customize the queries.
Measure Your Custom CRM Fields Using Microsoft’s Power BI Template Read More »
The Power BI template for Dynamics 365 Sales from Microsoft is a great resource, but if you have changed the field options for default fields, it may be missing this data. In this blog, I’ll show you how to fix that problem using the commonly tweaked field “Industry.” As I mentioned at the end of
Add Customized Field Options to Power BI’s Dynamics 365 Sales Template Read More »
If you’re using Dynamics 365 Sales (sometimes called Dynamics CRM), you know the power of real-time, accurate data. Your customer accounts, contacts, opportunities, and much more are meticulously tracked to keep your sales, marketing, delivery, customer service, and management teams on the same page. But when it comes time to report, how are you presenting
Start Using Power BI with Your CRM … Fast! Read More »
Few things are more frustrating than back-and-forth emails with customers, partners, and vendors about when to hold a meeting. What’s your record for the number of emails sent before a meeting invitation goes out? Luckily, there are many solutions out there to make this process seamless, and for those of you already using a Microsoft
Are You Using Microsoft Bookings Yet to Book Meetings Seamlessly? Read More »
We all receive a mountain of emails each day. At times, it can seem daunting to even the most diligent respondents. In many cases, that sense of email being “overwhelming” is due to messages being completely unclassified when they arrive, requiring you to not just read emails but also to sort them. Wouldn’t it be
Automatically File Your Emails in Outlook with Inbox Rules Read More »
Have you heard about the benefits of the VLOOKUP function in Excel but are having trouble getting started? In this blog, I share how using a practical example and providing an example file so you can follow along! The Setup for Our Example In this example, we are imagining that we have a list of
Learn How to VLOOKUP in Excel with a Practical Example Read More »
Just about everyone needs to compose and format documents in Microsoft Word. With new versions come new features that make this process easier and more flexible. Yet, sometimes the simplest solution is the oldest. Let’s explore the lost art of custom tabs! Why do I call this a lost art? Everything in this blog is
Custom Tabs: The Secret to More Professional Documents in Word Read More »
