Screen Share or Schedule Meeting From Teams Group Chat

Fun fact: you can screen share or schedule a meeting from a Teams group chat.

It’s hidden in the ellipsis next to the add person icon.
I don’t think this was always the case.

There are multiple ways to talk with multiple people in Teams. You can create a Team. You can create a Channel. You can create a Private Channel. You can create a Shared Channel. You can embed a Whatsapp group chat as a website tab inside a Team created specifically for that purpose, where only you are a member.

The pros and cons of these can, and in fact does, fill a book (though the book doesn’t explore that last scenario in detail).

Group chats have fewer features than Teams, or channels within Teams, but sometimes a group chat is the best, lightweight tool for getting things done. It’s nice to know they’re good for quick communication and also easily enable sharing screens or organizing a meeting within the group if necessary.


~DALLE interpretations of this post.

Word: Why Are Page Numbers Resetting in the Middle of My Document?

And How Do I Fix it?

Recently came across this issue while using a manuscript template (fancy!)

Sections

An advanced feature of word is you can carve your document into sections. Each section has it’s own page number sequence. These number sequences can be formatted to continue from the previous section, or start at any given number.

Using sections allows you to do fancy(!) page number things like use roman numerals in your pre-manuscript section and regular numerals in your regular manuscript section.

It is easier to see these sections if you enable show/hide paragraph marks (CTRL+*).

Format Page Numbers

To set the page number format, right click the page number in the desired section and click Format Page Numbers.

Example:

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D365 Finance | Supercharge Excel Add-in with Power Query

In this video, we look at a simple example of how Power Query can supercharge your reporting abilities for values brought into excel via the data connector.

I’ve found Power Query to be a great tool for efficiently combining data that lives across two different D365 data entities. It is a fantastic tool for data migration or analysis in general.

Some Concepts:

  • Pivot Tables
  • Refreshing Data
  • Connecting Data to Power Query
  • Merging Two Data Sources in Power Query
  • D365 Relationship Between Projects, Project Contracts, and Sales Currency
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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.

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Win+V: Super Cut & Paste

“Manual data entry builds character,”
Joel Leichty
“Character gives us qualities, but it is in our actions–what we do–that we are happy…or the reverse,”
Aristotle

If you need to paste multiple values into multiple places, WIN+V should be your new best friend. Where regular CTRL+C copies something and CTRL+V pastes that last thing you copied, WIN+V allows you to select from your history if previous items copied.

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Outlook Tip – Calendar Timesheet Entry: Dismiss Reminders For Past Events

Outlook Calendar Timesheet Entry

After years of struggling with timely timesheet entry, I finally found a time entry process that works for me.

(Hello all my former managers! Thanks for subscribing!)

Throughout the day, I enter my time as Outlook events, using a different Outlook Calendar for each customer. At the end of the week, I then transfer those entries into my actual timekeeping system.

My Outlook Calendar ends up looking something like this

Is this the most efficient way to enter time? Well, probably not.

But it does have some advantages:
1) My meetings are already on my Outlook calendar.
2) I’m in Outlook throughout the day, so the friction of switching applications is reduced.

Don’t let Perfect be the enemy of Good. Find a process/system that works for you.

Automatically Dismiss Reminders For Past Events

One issue I had with this system is that entering a past time-tracking event into my Outlook calendar, would trigger a reminder message. But I don’t want a reminder notification…the event entry itself is the reminder for my end of the week timekeeping process.

This is less than desirable. Fortunately, there’s a fix!

In Outlook, click File (top left) then goto Options (Options will be on the bottom left).
In Outlook Options, goto Advanced, and then select Automatically dismiss reminders for past calendar events.

Problem solved. No more retroactive reminder reminders😊

Why Edge Is My Preferred D365 Browser

My favorite Chrome shortcut for D365:

Ctrl+F to find menu item
Ctrl+Enter to click on found menu item

My favorite Edge shortcut for D365:

Ctrl+Shift+K to duplicate tab
(great for looking up multiple records at same time)

What I just learned in Edge for D365

Ctrl+F to find menu item (duh)
Esc, Enter to click on found menu item (ooohhh…)

Thank you for coming to my Ted Talk.