Kelly LaForest

Before the upgrade to Microsoft Dynamics CRM Online Fall ’13 I had read that business intelligence would be taking a more prominent position in the new design, but I wasn’t quite sure how that would look. The pie charts and bar graphs of the past were useful, but often required navigating away from a list to …

A clear example of Microsoft’s commitment to providing the user with ample screen real estate in Microsoft Dynamics CRM Online Fall ’13 is illustrated beautifully by how it tucks away functionality. Another new feature that demonstrates this is the ability to see a series of Recently Viewed items with the click of a button. Especially useful for the busy salesperson …

My “first impressions” exploration of the new Microsoft’s Dynamics CRM Online Fall ’13 interface revealed a feature I was not expecting. A feature so useful that it set off a full on office outburst. We’re talking about a level of excitement that demanded a hoot and a holler punctuated by a fist pump. All together now!What could possibly be so exciting? Welcome to …

During my exploration of the new Microsoft’s Dynamics CRM Online Fall ’13 interface, one new feature that immediately stood out to me as useful was the Quick Create button. Represented as a minimalist plus sign (+) tucked into the narrow navy blue ‘ribbon’ on the top of the screen, this button packs a punch for …

The new Microsoft’s Dynamics CRM Online Fall ’13 upgrade went online for us yesterday, and I’m happy to share my first impressions, having spent the afternoon exploring the new interface. Major Visual Differences: “Goodbye”: Busy, cluttered layout with every functions in your face Bulky navigation pane on the left-hand side of the screen Context-sensitive ribbon …

In my blog post “The Truth About Saving a Fillable Form as a PDF with Editable Form Fields in Microsoft Word” posted on November 14th, I answered a question that may have led to some confusion with some readers. “You can open and edit PDFs in Word?” Yes, you can open PDFs in Word, and …

During a Business Requirements meeting with an existing client (who is considering moving to Office 365), a business challenge surfaced that piqued my interest. The Executive Director of the not-for-profit mentioned she was having to outsource the creation and updating of the organization’s intake forms. The multi-step process was an obvious waste of time and …

As per my original post, I’m continuing to decode more ‘tech jargon’ around Office 365. Today’s confusing tech term from the Office 365 Enterprise E1 for non-profits “Get Yours Now” slide is “Office Web Apps.” Standard Services Decoded: Office Web Apps What? Office Web Apps are the internet versions of the standard Microsoft Office software programs (Word, …

As per my original post, I’m continuing to decode more ‘tech jargon’ around Office 365. Today’s confusing tech term from the Office 365 Enterprise E1 for non-profits “Get Yours Now” slide is “Click-to-Run Office Deployment.” Office Features Decoded: Click-to-Run Office Deployment What? Click-to-Run-Office Deployment quickly installs the newest version of the Microsoft Office Desktop Applications into your …