From Spreadsheets to Sales : Create a Working CRM Inside Excel

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
MUO on MSN

The status bar at the bottom of Excel is more powerful than people think

Most Excel users spend their time navigating ribbons, building formulas, and formatting cells, all while completely ignoring ...
wvgazettemail.com

Integrating PDF to Excel Conversion Into Your Workflow Automation

In today’s data-driven world of business, workflows get bogged down with information buried in static files that can’t be ...

Stop using ChatGPT for everything: I use these AI models for research, coding, and more (and which I avoid)

Obsessing over model version matters less than workflow.
AccountingWEB

Tracking PSC ID deadlines with Power Query

So began several long ChatGPT threads that gave me detailed instructions on how to sign up as a developer with Companies House and get an API key, and then create Power Queries. I can then take that ...

Shadow spreadsheets: The security gap your tools can’t see

When official systems can't support everyday workflows, employees turn to spreadsheets — creating "shadow spreadsheets" that ...

How to create an automated Budget in Excel

We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...
How-To Geek on MSN

The secret Excel pop-up: How I create cell tips without using notes or comments

Visual chaos: The alternative to the slow, stop-start process is clicking "Show All Notes" or "Show Comments" in the Review ...

New Excel Copilot Agent Mode Automates Models, Formulas, Checks & Dashboards

Now in preview, Copilot Agent Mode for Excel is available to Microsoft 365 holders in Frontier, saving setup time on complex ...