Tracking and Reporting Projects using Office 365 and Project Online

Did you know Office 365’s tools can make your PMO run more efficiently?

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  1. Group Viewing Excel Templates
    Microsoft Dynamics 365

    Excel Templates: Another Powerful Reporting Tool in Microsoft Dynamics 365

    Last year, I shared another blog entry called, “Dynamics CRM 2016 Online Reporting: Breaking down the Fine Print.” At that time I had not had the chance to work with Excel Templates— a super attractive feature for Excel lovers. This feature was introduced in the Dynamics CRM 2016 Update (Online/On Premises). Here we will explore Excel Templates…

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  2. Microsoft Dynamics CRM

    Dynamics CRM 2016 Online Reporting: Breaking Down the Fine Print

    When it comes to building reports in Dynamics CRM 2016, most of our customers take for granted that they will be able to create any kind of report, simple or complex, by leveraging the existing out-of-the-box features without development intervention. Unfortunately, this is not true when we want to build complex reporting because at some…

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  3. Microsoft Dynamics CRM

    How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016

    NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing…

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