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Ally Jameson's Articles

CRM Failure: The Tortoise and the Hare

The struggle is real: Over 60% of CRM projects encounter challenges to adoption or even outright failure.  Apply this simple lesson when you (re)start a CRM project to ensure success.

CRM Failure - Project Plan

Microsoft SharePoint: The Facts and Nothing But the Facts

About Microsoft SharePoint

There is so much information available about SharePoint that sometimes it can be confusing to understand exactly what it's all about.  Here is a very quick introduction to the facts about Microsoft SharePoint.


Dynamics 365 View: Accounts with No Activities for 30 Days

Want to be able to easily see Accounts, Contacts, Leads or Opportunities that haven't been followed-up within 30 days (or some other period of time)?  In this blog we'll review 5 options to help you make sure that no one is slipping through the cracks!

How to create advanced find no activities 30 days dynamics 365

SharePoint Favorite Team Sites are all Named “Home”

If you’re creating Team Sites in SharePoint Online/Office 365 (either as part of Microsoft Teams, or as stand-alone Team Sites), you might have noticed that the list of sites you’re following are named “Home”.

SharePoint Following all named Home

How to Drive, Measure, and Manage Employee Engagement and Adoption

According to Gallup, organizations that successfully engage customers and employees experience a 240% boost in performance. How can you harness that kind of power? Can technology help? We’re going to try and answer those questions for you.

Driving Employee Engagement

3 Case Studies in Customer Service

Customer Service is often an afterthought. And that’s a pity. Because once you’ve attracted all of those new customers by implementing the superpowers of your Sales and Marketing engines, how can you possibly expect to retain them without providing superior Customer Service?


In this article we look at 3 examples of customer service - and how a slight advantage can be the difference between a customer for life, or a one-transaction relationship.

Case Studies in Dynamics 365 CRM Customer Service

Sharing is Caring: Share Knowledge and Transform Your Business!

Organizations that freely share knowledge internally are the ones that tend to bring new innovations to market faster.

Knowledge Sharing with SharePoint

Free Image Sites for SharePoint Intranet Articles and Blogs

It’s a fact: using images with your SharePoint blogs and articles improves readership. But finding just the right image can be tough – particularly if you don’t have a budget.  Here are some websites where you can download free images that are professional quality.

Free Photos for Intranet Articles Blog SharePoint Office 365


The Role of Microsoft Dynamics 365 in Your Digital Transformation

Digital transformation is like the timeless question: what came first, the chicken or the egg?


Will your digital transformation lead to business transformation?  Let's take a look together!

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Web-to-Lead with Microsoft Flow, Forms and Dynamics 365

Today I’ll show you how to use Office 365 Forms, Microsoft Flow and Dynamics 365 to easily create a form that adds a new lead record to CRM. 

Microsoft Forms for Dynamics 365


Microsoft Forms for Dynamics 365

Dynamics 365 and Outlook: The Road Forward

Dynamics 365 App for OutlookMicrosoft Dynamics 365 now has two different versions of Outlook integration available:

  • Dynamics 365 for Outlook: This is the older version of Dynamics and Outlook integration. I’m going to call this the “Outlook Client” in this blog.
  • Dynamics 365 App for Outlook: This is the newer version. I’m going to call this the “Outlook App” in this blog.

Yes, those names are confusing. But choosing which one to use, and the right time to make the change, can be even trickier. Read on to understand the options and make a good decision about the best timing for your organization.



Dynamics 365 Lead Qualification and Conversion Fix

Who would have guessed the frustration that the tiny little QUALIFY button on the Lead form in Dynamics 365 could cause!  In this post, we take a look at a better solution for qualifying and converting leads in Dynamics 365 for Sales.

Lead qualify custom solution microsoft dynamics 365 crm for sales

Video: Microsoft CRM Field Service Management

If you have a field service delivery team, Microsoft Dynamics CRM field service management has a lot to offer. This article and one minute video provides a rapid overview.

 

Microsoft CRM Field Service Management Video Demo


Video: Biggest Upgrades Since CRM 2011

Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.

Video: Working with Products, Quotes and Orders in Microsoft CRM

This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.

Video: What’s New in Microsoft CRM 2016 Mobile

Screenshot - Dashboard with lead photo in Microsoft Dynamics CRM 2016 mobile Online U1

Microsoft has been quietly expanding the functionality in the mobile version of Microsoft CRM. Now Microsoft CRM Mobile is truly a cross-platform mobile app that any mobile sales, service or marketing worker will want to use. This article and video provide a brief overview of Microsoft Dynamics CRM's mobile capabilities.

Video: 90 Second Overview of Microsoft CRM Interactive Service Hub

Microsoft Dynamics CRM 2016 includes the Interactive Service Hub. Dashboards, views, forms and the knowledge base have all received significant upgrades. These features are expected to begin appearing the sales and marketing areas of CRM beginning in 2017. Tune in for this 90 second overview of the Interactive Service Hub.

Video: Word and Excel Integration with Microsoft CRM

Screenshot: Microsoft Dynamics CRM 2016 Mobile Mail Merge using Microsoft WordUsing Microsoft CRM and need to create reports, dashboards, mail-merges or do more efficient data-entry? This article and video summarize the Microsoft Excel and Microsoft Word integration with Microsoft Dynamics CRM 2016.

Get Microsoft CRM Insights from InsideView to Work with Edge and Internet Explorer Browsers

Using Insights by InsideView for Microsoft Dynamics CRM, and tired of having to click "Continue as User"? This article walks you through updating your browser settings for Microsoft Edge or Microsoft Internet Explorer so you can bypass this pesky login process.

Video: Automating Business Process with CRM

If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes. This 3 minute video provides an overview of business process flows.

Video - Business Process Flows in Microsoft Dynamics CRM

Quick Tip: CRM Theme Color Codes

Want to change the colors in Microsoft Dynamics CRM, but frustrated trying to find just the right color?

Read on for a quick tip on how to update the colors of Your Dynamics CRM layout!

6 Fixes for Lead Qualification in Microsoft Dynamics CRM

Qualify Lead Microsoft CRM 2016 A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM.  Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created.  We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.

How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity?  This article offers 6 options.

Creating a Neglected Accounts View in CRM 2015 UR1+

Everyone wants to know which of their accounts have not been followed up recently.  But using the Neglected Accounts report is just sooo 1995.  Nobody uses reports anymore – we want everything as a view, chart or dashboard!  But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.

Getting the Website URL When Importing Leads Into CRM

Extract Website URL from Email Address using Excel for Microsoft CRM Salesforce ImportEver received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.

Data Migration from CRM 2011 to CRM 2015

One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading.  This article provides a number of options to consider.

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.