Resource Roundup: Microsoft Teams Advanced Tips

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


Following-up on yesterday’s Microsoft Teams Resources, here are some advanced tips for Teams.

Shortcuts

As regular readers will know, I’m a big fan of shortcuts. They are also useful in Microsoft Teams. Below is a helpful hotkey list put together by cheatkeys.com


Live Captions

When you click the ellipsis during a meeting, you may notice a new (preview) feature called “Turn on live captions”. Clicking this provides automated captions at the bottom of the screen. These captions are only available in English, and will only be privately visible to you (ie not visible to every one else in the meeting).

Machine generated alternative text:
a 
O 
Help 
4 
00:39 
@ Show device settings 
Show meeting notes 
(D Show meeting details 
Enter full screen 
Z. Start video with blur 
Invite peo 
Tum on live captions (preview) 
O Start recording 
Tum off incoming video
Machine generated alternative text:
a 
O 
Help 
4 
00:39 
@ Show device settings 
Show meeting notes 
(D Show meeting details 
Enter full screen 
Z. Start video with blur 
Invite peo 
Tum on live captions (preview) 
O Start recording 
Tum off incoming video

Teams Windows Application vs Web Application

If you are reading this, you probably have the Teams windows application (and you might even have the Teams ios or android application). But you can also access teams in any web browser by going to teams.microsoft.com.

One current advantage of using the web application is that you can have multiple instances of Teams open in multiple tabs (or on multiple monitors). Doing so allows you to use chat or access files while following a screen sharing meeting at the same time.


Augmented Reality

Harnessing the power of the Snap Camera, you can throw a little augmented reality into your Teams video calls. Full details on how to set it all up for Teams can be found here.

The Snap Camera comes from Snapchat, and basically adds an augmented reality filter to your computer’s camera then makes it appear to other applications that your camera plus the AR filter is a new camera that can be selected. To be honest, I found most of the filters to be rather juvenile.

Pizza in Microwave

This is actually a very useful filter, especially since my wife no longer lets me put my camera in the microwave following the incident.

Palm Tree Background

If I wanted a palm tree in my video background, I would just paint a palm tree on my back office wall.

Tie on Head

If I wanted to impress people with a tie on my head during video calls, I would just tie a tie on my head during my video calls.

Let me know when Snap Camera rolls out the Clean-Shaven-Face filter. Then we can start talking about Augmented Reality as a business essential.

Resource Roundup: Microsoft Teams

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


With the recent uptick in working from home, Microsoft Teams has also seen increased adoption. More than 12 million daily active users have been added to Microsoft Teams in the last month. Keeping that in mind, below are some Microsoft Teams resources that have popped up in my feed recently and I’ve found helpful.


Resource Roundup – Microsoft Teams Resources


Joanne Klein & Ali Fadavinia

5 THINGS EVERY MICROSOFT TEAMS MEETING NEWBIE SHOULD KNOW

The most basic functionality of Teams is setting and attending meetings. This is the most clear, concise tutorial I’ve seen explaining Teams meetings. If you’ve never used MS Teams before, I’d recommend starting here.


Darrell as a Service

How to create a Microsoft Team – Things to consider before you do

Beyond meetings, the ability to create “Teams” or groups for collaborative communication is where MS Teams shines in comparison to its predecessor communications platforms. This video is part of a great series about the functional mechanics of setting up a Team, as well as the practical questions one should ask themselves when thinking about creating a new team.


Teams on Air

Tips and tricks to become a Microsoft Teams power user

Even though there is a bar at the top of the Teams application encouraging users to type a command, it wasn’t until watching this video that I finally understood what commands were or how they could be used to increase efficiency in Teams.


Additional reading
Joanne C. Klein
Modern Workplace Scenarios
Learn about teams and channels
Use commands in teams
Teams On Air

Resource Roundup: Working From Home

There is so much good content on the internet *insert shocked emoji*. Resource Roundup is a series to organize links, ideas, and advice around a specific topic.


Writing has been hard this month. In the face of a global pandemic, blogging about business applications has felt…inconsequential. I’m privileged to be able to work from home. I recognize many people are working from home for this first time this month and it will be an adjustment. I feel for the many more people whose work cannot be performed from home (two-thirds of the labor force) and whose livelihoods will be most impacted by the current crisis.

I’ve worked from home for most of my career; it’s still been a difficult month for me. Everything inside my home office is the same, but the outside world is very different. It was incredibly validating to read the tweet below. I’ve reread it frequently over the past weeks.

Adding one tip to the list below: be kind. Whether interacting with customers, colleagues, or vendors: we’re all doing our best to cope and persevere.


Resource Roundup – Work From Home Tips


GROOVE

47 Insanely Practical Work From Home

My Key Takeaways:

  • Add breaks to your schedule.
  • Reach out if you are feeling alone or isolated.

Ars Technica

Suddenly working at home? We’ve done it for 22 years—and have advice

My Key Takeaways:

  • Establish an exercise routine.
  • Consider getting a pet.

Jake Reeves

5 TIPS to Remain PRODUCTIVE Working from HOME in Self-Isolation

My Key Takeaways:

  • Make effort to separate work and home spaces.
  • Think about workspace lighting.

New York Times

The Tech Headaches of Working From Home and How to Remedy Them

My Key Takeaway:

  • I should look into upgrading home-office equipment.

Harvard Business Review

The Two Things Killing Your Ability to Focus

My Key Takeaways:

  • There are too many distractions.
  • There are too many meetings.
  • Minimizing these is probably the secret to happiness.

Where’s the Action? – (Alt+Q) Action Search in D365

Hotkey Highlight – Alt+Q

We’ve previously covered Navigation search (Ctrl+/) as a way to quickly find and access different forms across D365. Action search is a way to quickly find and access different menu buttons within a single D365 form. This can be particularly helpful if the user is looking for a menu item button, but unsure which tab it is located on.


The Action Pane

Let’s start by quickly reviewing the elements of the action pane (the area at the top of a D365 form). The action pane contains menu buttons, organized into tabs, and groups.

Action search can be activated by clicking the magnifying glass next to the options tab, or pressing Alt+Q.


Action Search (in Action)

Typing in action search returns similarly named menu buttons. The returned results display the menu button name, as well as its associated tab and group. This works for menu buttons across all tabs on the form. If buttons are hidden through a personalization or saved view, they will also be hidden in the action search results.


Room for Search Optimization

Action search is handy functionality for users searching for a button, but unsure of it’s location in the action pane. However, the ordering of the search results can still be improved. In the screenshot below, you can see that the top action search result for “hour journal” does return the button for creating an hour journal (the hour button in the journal group), but instead the top results are taken by hour costprice and hour salesprice. I am hopeful that the action search and navigation search results will improve in future releases.


Want to share this action-packed post on social media? Go ahead, make my day.

Additional reading
Action Search
Navigation Search
100 Best Action Movies Of All Time

D365 Platform Update 33 Preview: It Publishes Default Saved Views?

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


Published Views!!!

A quick refresher: saved views enable users to save sets of personalizations on a given form. Forms have a standard “classic” view. When personalizations are made, an asterisk identifies that the classic view has changed, providing the user with the option to save the new view.

In manage my views, users have the option of reordering, renaming, and setting the desired default from their personally available views. Additionally, the publish button in manage my views allows users to share their views with the larger organization by role and legal entity.

(The ability to publish views is limited to system administrators and those with the “Saved views administrator” role)


Publish as Default View

Platform Update 33 extends the publish view functionality, the publish as default view toggle enables a published view to be the first view a user sees when accessing a form – instead of the form opening in “Classic view” and the user having to select the desired view or configure the default individually.

In the example below, I have a “Simple view” for the project form where infrequently used buttons and fields are hidden. I would rather users be direct here first, with the option to view the full “Classic view” information if necessary, so I have published the “Simple view” as the default.


Managing Published Views

All views are visible in the personalization form. Clicking the publish button on a published, unpublished, or personal view allows management of access and presentation of the view.


I would be grateful if you take a screenshot of this post and share it on social media. You’ll be publishing a view – saved from my published, saved view on saved view publishing.

One can only hope that will lead to more views.

Additional Reading
What’s New Platform Update 33
Saved Views
Saved View Feature Details

D365 Platform Update 33 Preview: It Groups!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Groups!!!

Grouping brings some pivot table-like functionality to D365 grids. Similar to how numeric columns can be totaled, non-numeric columns can be grouped. Right click on the column and select “Group by this column”


Posted Project Transactions, Grouped by Project Name


Posted Project Transactions, Grouped by Date


Save Groupings as Views

Once grouped, these new grid layouts can be saved as views.


Grouping is a promising UI experience. In the Platform Update 33 preview, users are able to group on a single column. Future plans include the ability to group on up to five different columns, expand/collapse groupings, and group subtotaling.

If You Still Really Want a Pivot Table

If you find yourself in need of the full pivot table experience, remember that grid data can still be downloaded to Excel.

Ctrl+Shift+E, Enter

Our D365 hotkey to download data to excel.

Alt+N+V, Enter

Our Excel Hotkey to build a pivot table.

Then select your fields as desired.


Best of luck, my Excel power-user friend.

additional reading
What’s New Platform Update 33
Grid Capabilities
Grouping With Subtotals in Grid

D365 Platform Update 33 Preview: It Totals!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Totals!!!

What’s the sum of this column? No need to dump it to excel anymore – right click and select “Total this column”. D365 will then do the hard work to calculate the total and return the number of rows.


Even Large Totals!

When a grid is so large that all records are not returned at once, a calculate button presents below the total button with dashes at the bottom of the columns pending calculation. Clicking the calculate button processes the totals.


Filtered Totals!

When grid columns are filtered, totaling takes place on the filtered values. This is handy when investigating subsets of form data.

In the example below, the Trial balance form already has summary totals at the bottom as part of its standard design. By adding column totals, I am able to filter for a specific project dimension and quickly calculate the totals for that dimension value.


In sum, this is the total functionality.

additional reading
What’s New Platform Update 33
Grid Capabilities
Total Recall

D365 Platform Update 33 Preview: It Does The Math!

The preview release of Platform update 33 for Finance and Operations is now available (general availability is scheduled for March). This is part of a series highlighting features in the new platform update.


It Does The Math!!!

The ability to calculate inside of cells (instead of on external calculators) was a handy feature in AX2012 that we were sad to lose in the great D365 migration to the cloud.

Well put your 10-keys back in your deskdrawers because D365 does the math again!

When entering data into numeric cells, start your entry with the equals sign (=) and let D365 handle the rest.

1+1 = 2

(2×3) + (4×5) = 26


It Even Does The Advanced Math!!!

Dynamics recognizes pi, e, factorials, logarithms and trig functions. A complete list of the supported math expressions can be found here.

5! (5x4x3x2x1) = 120

Cos(pi) + ln(e) = 2


The supported math expressions don’t include imaginary numbers (remember i ?). Fortunately, accountants have been handling imaginary numbers on their own for centuries.

additional reading
What’s New Platform Update 33
Grid Capabilities
Supported Math Symbols

Hotkey Highlight – Win+H

Cortana Dictation – Win+H

This shortcut is admittedly more style than substance, but…

If you are using a PC with Windows 10, you can use Cortana’s speech recognition to dictate instead of type your D365 inputs. More information on how to set up speech recognition in Windows 10 is available here.

  • Win+H will activate the speech recognition bar visible at the top of the screen.
  • Saying “Stop dictation” will remove you from dictation mode.

Cortana Dictation Power User Tip

The Win+H shortcut can be used in conjunction with the Ctrl+/ Navigation Search shortcut to access any D365 form or workspace with minimal keyboard entry. It can also be used with the Ctrl+F Browser Search shortcut to quickly identify objects on a given page.

Demonstration

Hotkey Highlights (and Happy Holidays) – Tips for Efficient Journal Entry

Not sure what to get that special D365 accountant in your life? Waited till the last minute and now you don’t have time to buy a gift? Show your appreciation by passing along this list of journal entry tips. Better yet, send a link to our whole series on shortcuts.

#D365Blogs: the gifts that keeps on giving – even during the holidays.

These example screenshots will be from the general ledger journal form, but are applicable across journal types in D365.

Alt+N – Create a new journal

Alt+N can create a new journal header, and also create new journal lines once the journal lines are opened.

Alt+Down – Open dropdown to select journal name

Once the new journal is created, Alt and the down arrow can be used to open the Journal name dropdown. From there, the up/down arrows can be used to toggle between available journal names and Enter can be used to select the highlighted journal name.

Tab / Shift+Tab – Toggle cell selection Right / Left

Similar to Excel, Tab and Shift+Tab can be used to move the cell selection right and left. The allows a user to update the description field without using the mouse for selection.

Using Shift+Tab, the user can move the selection to the left so that the journal batch number is highlighted. Pressing enter while the journal batch number is highlighted will have the same effect as clicking the link, allowing the user to open the journal lines without clicking their mouse.

Once inside the journal lines, Tab can be used to move horizontally across the cells. Through Personalizations, users can control which of these cells are included or skipped when tabbing.

Selecting Accounts and Financial Dimensions

Keep in mind when selecting accounts and financial dimensions that the field acts as a “begins with” filter on both the Value and the Description fields.

An asterisk can be used as a wildcard search character to override the “begins with” filter. In the example above, “*recei” can be used as a search to return all accounts containing the word “Receivables”

Alt+Shift + Right/Left – Toggle Tabs Right/Left

When it is necessary to update more values that simply what is on the list page, Alt+Shift+ the right and left arrow keys can be used to toggle across the journal’s tabs.

Alt+Delete – Delete

Everyone makes mistakes. That’s why there’s a delete button on the journal lines and header. Alt+Delete can erase that mistake without even the shake of a mouse.

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“Not a creature was stirring, not even a mouse.”