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Category Archives for "Video"

Enable the Hidden Microsoft Outlook QueryBuilder

After discussing Search Folders in a recent episode of ProdCast, Joel pinged me after the episode asking me about some more advanced search options. Specifically, he wanted to create a search folder with a little more complex logic behind it (like using AND or OR for several potential criteria).

Microsoft does support this without any extra add-ins, it’s a feature called Outlook QueryBuilder, but it’s not very obvious how to turn it on. In fact, it’s hidden and is enabled by adding a key to the Windows registry. I wasn’t able to find a video on creating this key, so in an attempt to give back I present the following brief how-to.

As a word of caution, editing the registry does carry some risk with it. In case you’re not familiar, the registry is where a lot of critical details are stored that makes Windows (and your installed software) work as you would expect it to. Making edits can have unintended consequences. That said, the update in this video is pretty safe, but always be careful whenever you go into the registry 🙂

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Create an Outlook Search Folder (and only search one folder)

On the most recent episode of the ProdCast: The Personal Productivity Podcast, Joel Lindstrom and I talked about Search Folders as part of a strategy for dealing with the deluge of email.

In case you haven’t already listened to the episode, I was talking about setting up special folders inside of Outlook 2016 (or 2013) that look through your whole mailbox for a match (even if it’s in a sub-folder, or sent items, or wherever). In simple terms: a search folder is a saved search that saves you time by storing several search terms, allowing you to find matching emails in just one-click.

Joel asked me if the Search Folder could focus that search to look inside of just one specific folder (e.g. “only mail in your inbox” and not any other folders). The answer is yes…but after recording the episode, I felt like I made it sound over-complicated to set up a search folder that only searches through a certain set of folders. I whipped up the following video to show just how easy it is!

If you’re not familiar with ProdCast, it is a podcast about personal productivity, getting more done with the time you have, avoiding procrastination, and being more efficient. We separate the hype from productivity tools and talk about ways to use your email and task list to become more productive. If you’re interested you can subscribe on iTunes.

Identify Duplicate Column Names in Dynamics 365 Using Excel

Here’s a little how-to video that helps how to use Excel to solve the otherwise monotonous process of identifying duplicate column headers in Dynamics 365 / Dynamics CRM (or in any table on a web page). This addresses the underlying issue of the Failed to Generate Excel error message that shows up when clicking Export to Excel.

Background: Failed to Generate Excel

Microsoft Dynamics CRM (now Dynamics 365) has a great feature that lets you export to Excel very easily to use either Excel Online or Desktop edition to play with the data.. Unfortunately, it sometimes gives a nondescript error when exporting “Failed to Generate Excel”, which appears if two column titles (fields) in the export have the exact same name.

failed-to-generate-excel-error-duplicate-column-names

Seems a bit over-the-top for an issue with duplicate column names, doesn’t it?

This could be an issue if your organization has a custom field with the same name as an out-of-the-box field and both are included in the view.

The Problem:

Manually identifying duplicate column names is an annoying and often slow process unless the columns happen to be in alphabetical order (and they never are). It would be easy to sort in Excel though…

My Solution:

  • Take advantage of the fact that under the pretty interface, the grid is actually just a table
  • Click-and-drag the text to highlight the column headers in the web page.
  • Copy to clipboard, then paste into Excel.
  • Copy and “Paste Special”–making sure to “Transpose” (rotate) data from columns to rows in Excel
  • Sort this list alphabetically and review for duplicates, then remove duplicates from the CRM view

Note, this is something I use a lot for one-off applications–but there are better ways to do this for the same page on a frequent basis.