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What You Need to Know About the New Microsoft Dynamics Upgrade Cycle

If your organization is using Dynamics 365 Online or is considering moving to online, there are a few things you need to know and consider about the upgrade cycle. This blog pertains to Sales, Marketing, Customer Service, Field Service, and Project Service Automation.

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My Apps and Processes Disappeared From the Sitemap

Lately I have had several occasions where deleting or importing a managed solution has removed groups and their subareas from the Microsoft Dynamics 365 Customer Experience (from here on out known as CRM) sitemap. The sitemap is the area at the top of CRM used for navigation. The two groups that seem to be affected are under Settings. The Process Center group, which contains the subarea Processes where workflows, business process flows, dialogs, task flows and actions live. The other group getting the smack down is Applications where the subarea My Apps typically hang out.

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Project Managers Rejoice! You Can Create Multiple Plans for a Single Office 365 Group!

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If you are using Office 365, you are likely very aware that with Microsoft at the controls, they are frequently making a lot of changes.  Sometimes that’s a great thing and sometimes that’s not but on the whole it's a relief to not have to deal with an on-premise environment.  Every month or so, Microsoft releases news about the recent changes that are being released.  After going through February 2019’s update, I noticed a little but awesome change I wanted to call out regarding Microsoft Planner. 

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Accessing the D365 Legacy Web Client for Configuring v 9.1

Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.

Dynamics 365 Legacy Web Interface - Unified Interface

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What is SharePoint Metadata? A Simple Explanation

What is SharePoint Metadata?

I’ve been involved with SharePoint for probably 12 years, and as a consultant daily for 9 years.  In all of that time, I would say the most common thing I see my clients and others struggle to understand is the concept of metadata.  What is it?  What does it mean?  I’ve often times explained it only to have someone say “Can I come by your office later and you explain it to me?” 

Today I will do my best to put it in simplistic terms for relevance to SharePoint.

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5 Reasons To Focus on Bad Data in SharePoint

Bad Intranet Data ShasrePoint

According to AIIM and Gartner, companies report that 53% to 80% of their content is ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete).  ROTII results in poor search results, duplicated work, decisions made on bad information, and frustrated users - in other words it destroys productivity, profits and satisfaction.  Let's look at how to identify and clean up your ROTII.

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Troubleshooting InfoPath Submit or Item Saving Issues in SharePoint

I recently had an interesting issue with a client’s SharePoint environment that I wanted to hopefully help someone else out as it wasn’t the most intuitive cause.  What do you do when you try to save list items or InfoPath-customized list items and it fails?  It turned out to be really simple if you know what to look for.

Troubleshooting InfoPath Submit or Item Saving Issues in SharePoint

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CRM Sales User Persona: Skilled Carpenters, or All Thumbs?

Home improvement work in my house means dial 1-800-ask-Dad.  I'm all thumbs, but my Dad is a skilled professional.  Watching Dad do his thing a few weekends ago got me thinking about how this relates to our CRM Sales Reps.  Are they all thumbs like me, or skilled professionals like my Dad - and how do we help them improve?

Sales Rep CRM Persona

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5 Technologies for a Culture of Celebration

Infographic - Celebration and Employee Engagement

Teams that celebrate together tend to have higher levels of engagement, performance and innovation.  In fact, 81% of employees report that they feel more valued and 77% report feeling more engaged when celebrations are successfully delivered at work.  In this article we explore digital workplace technologies that aid in creating a culture of celebration.

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Improve CRM Adoption by Asking Why

Customer Experience Starts with Why

Struggling with CRM adoption?  Maybe it's time to start acting like a 4 year old!

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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

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Know Your Audience: The Simple Key to SharePoint Support Success

SharePoint Support Success

 

Sometimes in our role as Consultant, Administrator, or User Support, we go so deep in developing technical skills, that we lose perspective on softer skills that could be holding us back. Today I was reminded of one of those simple skills that it is easy to lose sight of.

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6 Ways to Celebrate at Work

Celebrate at Work

Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed.  Here are 6 ideas for celebrating more, and better, in your workplace.

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The ROI of a People-Centric Digital Workplace

Digital Transformation ROI

 

Organizations are often making big investments into digital customer and employee engagement - without understanding the return.  In this article we explore the ROI of a people-centric digital workplace.

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SharePoint Document Management in 6 Steps

When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management.  Here are 6 steps to get started with SharePoint for document management. 

Document Management in SharePoint

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Mapping SharePoint Task Lists to Microsoft Planner

When it comes to task management in Office 365 and SharePoint Online, you have three choices:

  1. Microsoft To-Do
  2. SharePoint Task lists
  3. Microsoft Planner

Which you use really depends on your requirements and how many people you are collaborating with.

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Expand SharePoint Multi-Line Text Fields in SharePoint On-Premise

Ever wish you could resize columns in a SharePoint view?  In Office 365, your wish has been granted.  But in SharePoint 2010-2016, it’s not. 

There are various ways to fix this, but most require JavaScript.  I prefer the CSS way as I always like to have a no-code solution, so let's take a look at how to use CSS to show multi-line text columns in your view.

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Failure to Adopt CRM: 7 Myths and 10 Realities

The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt.  Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.

Infographic - Statistics on CRM Failure

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Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

One of the hardest things to do is to train users on how to query SharePoint search effectively.  Here's a quick way to give users a helping hand when using search to automatically include a wildcard * in the query.  Small steps add up to great adoption!

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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.


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8 SharePoint Benefits for Document Management



Does your team struggle to store, find, share and update documents?  You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job.  Let's look at how SharePoint Document Management can help you solve this problem.

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CRM Accountability: Did someone say fitness challenge?

Just like getting fit takes more than buying a fitbit and some exercise equipment, adopting CRM takes more than good technology and training.  It takes teams, commitments, accountability, setting goals, and celebrations. Walk with me through a CRM burpee challenge to improve your adoption...


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12 Reasons Why: CRM Activity Management Adoption

Why Use CRM to Track Activities?

Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.

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OneNote for Sales Rep Note Taking: An Interview

This week I got to witness first hand how a successful Sales Rep is using OneNote and Dynamics 365 to effectively capture notes during the sales process.  Below are the insights that came from a follow-up interview with the Rep.

Sales Rep Note Taking

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What the Heck is a Scope in Microsoft Flow?

What the Heck is a Scope in Microsoft Flow

If you’re reading this, I am assuming you already know that Microsoft Flow is the future and replacement of workflows in SharePoint.  It is an extremely powerful process automation and integration platform helping to bridge the gap between many Microsoft services and many others.  After using Flow for a while, you soon notice this other option called “Add a Scope”.  What does that do?

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Blog Topics

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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.