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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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Lock-Down Self-Service for Creating Office 365 Groups

    Turn off Outlook Office 365 Group Creation Permission

    Self-service is for pumping gas or getting your own soft-serve ice cream at the ice cream shop…. not for creating new Office 365 Groups.

    This article explains how to disable the ability for “everyone” to create groups in all Office 365 services that use groups. 

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Can You Add a CRM Field Please?

Sometimes saying "yes" to make your CRM users happy can create unnecessary complexity that chips away at the user experience and, ultimately, hurts adoptin. In this article we'll look at some helpful questions to ask before adding a new field to CRM. 

CRM Best Practices - Too Many Fields

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Open Letter to a Customer Care Manager

As a Call Center Manager turned consultant, I'm frustrated to see Customer Care teams using outdated processes and technology. New solutions that have become available in the last 4-8 years can truly revolutionize how we care for customers.

So here I offer up an open letter to many of the Customer Care Managers that I have met over the years in hopes that it may inspire a few to consider the new options available to them.

Digital CRM Customer Care Letter

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Transformation or Adaptation: Rate your Digital Workplace Project

Wondering how much impact your digital workplace project will have? Will it truly be a transformation of what you do, or just an adaptation of what you’re already doing? Those two words sound similar, but they lead to entirely different destinations. Bear with me while I draw a couple of analogies to make my point.

Digital Transformation Office 365 SharePoint Dynamics 365 CRM

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5 Great Ways to Stay Informed About Office 365 Updates

millennial-young-work-remote-mobileMany people have trouble keeping up with the latest trends and changes in technology, whether its computers, smartphones or TVs.  This is also true if we look at most of the big software companies like Apple, Google and of course Microsoft.  It’s even faster with certain Microsoft services like Power BI, Azure and of course their flagship collaboration service Office 365. 

Office 365 is constantly changing, and it can be difficult to know what’s going on.  I’ll show you 5 quick and easy ways to know what is happening in the Office 365 ecosystem. 

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Intranet Shark Tank: How a Better Intranet Could Have Helped Mark Cuban

Every time I read the news, it seems there is another organization rocked by scandal. And, like Mark Cuban, it is often a leader who may otherwise be ethical, but who is out of touch with what is really going on inside of their organization.  Read on to learn how building a better intranet could have helped the Shark Tank entrepreneur avoid a scandal.

Mark Cuban Needs a Better SharePoint Intranet

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Today’s Customer Care: Omni-Channel Chaos

Customer Service teams are scrambling to work with IT to implement omni-channel communication strategies.  But the challenge is bigger than just technology - it requires a rethinking of the entire customer care role in delivering a state-of-the-art customer experience.

Omni-Channel Customer Care

 

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Employee Engagement - It's NOT an Initiative, it's a Culture

Employee engagement – it’s just one of the latest buzz words floating around. But what does it really mean? I can tell you that it’s not just performance plans, timely feedback and evaluations. We need to stop being so focused on the employee’s productivity and start focusing on their experience in the workplace. If an employee is having a good experience, it stands to reason that this will allow them to be more productive and engaged. So how do we do that? Let’s take a look at five principles to get us there…
Engaging Employees with SharePoint

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Comparing Microsoft’s Social Options - Teams, Groups, Yammer and More

You're using Office 365, and you're wondering if you should use Outlook Groups, Yammer, Microsoft Teams - or all 3.  Join the crowd!  This article helps you to understand the differences between the options, and which option might be right for your team.

Enterprise Social Solutions Apps

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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

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Quick Fix When You Can’t Edit SharePoint User Profile Properties

Has this ever happened to you?  You are minding your own business when you need to remote to your SharePoint server desktop to fix the User Profile Service (who hasn’t?).  You open Central Administration and go to the UPA and to your horror you can’t edit the profiles! 

Quick Fix When You Can’t Edit SharePoint User Profile Properties

Read on for the simple and easy fix!

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Deprecated No More: Dynamics 365 for Outlook Client Is Back!

Apparently due to outcry from the community and some missing functionality with its replacement the Dynamics 365 App for Outlook aka Outlook App, the Outlook client is no longer deprecated.

Dynamics 365 for Outlook is back! 

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Social Governance Tips - Microsoft Teams Yammer Groups

Enterprise social communities have enormous potential for sharing knowledge, discovering new innovations, and boosting productivity.  But without proper governance, they can start strong and end in a confusing and overly-complex mess!  In this article I explore some practical tips for social community governance.


Enterprise Social Governance Template



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SharePoint Blogs, Discussion Boards and Announcements. What is the difference?

When working with SharePoint, what is the difference between blogs, discussion boards and announcements - and when do I use each of these to improve communication and collaboration

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Scheduling Your Dynamics 365 version 9 Update

Like many of you that have Dynamics 365 organizations online, we received our “Scheduling Your Dynamics 365 Organization for the Microsoft Dynamics 365 (online) version 9.0 Update” notice recently. If you have not scrambled to get your update scheduled you still have time.

Dynamics 365 Administration Center Updates tab

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What Is SharePoint for Non-SharePoint Users (Part 1)

As of today I’ve been consulting on SharePoint for almost 8 years, and I get asked a lot of questions.  A lot of our clients already have SharePoint and we’re either engaging on rescue projects, migrations or break/fix type support.  But then there are some clients we speak with who don’t use SharePoint at all, and are potentially looking to evaluate SharePoint or other collaboration platforms.  It’s in those times I get reminded that not all folks already know what SharePoint is! 

What Is SharePoint for Non-SharePoint Users (Part 1)

My aim with this 3-part series is to help answer this question and give some context of how SharePoint can benefit organizations.  In this initial post I will set the stage and give you some context for our discussions.

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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.



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The Incredibly Easy No-Code Solution to Simple Anchor Tags in SharePoint Navigation

SharePoint Bookmark Anchor tag

Have you ever thought to yourself “I need an anchor tag in my SharePoint navigation and that must be easy”.  But instead you're met with frustration!  I’m going to show you a little trick I stumbled across that is SUPER simple and it works with no code!  Did I mention this works in Office 365?

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Team Goals: 3 Things You Didn’t Know

Most goals are doomed to fail.  Here’s why - and how you transform struggles into successes.


Goal Fail CRM SharePoint Adoption

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No Legacy Systems: Why Startups are Killing Big Businesses

Large businesses pump billions of dollars into technology to become more customer and employee centric. But smaller businesses are using these same technologies to run circles around their larger competitors.

PC 3 - Working

Here's how they're doing it, and some lessons that businesses of all sizes can learn:

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Use PowerShell to Set Permissions on All SharePoint Libraries, Folders and Files

Use PowerShell to Set Permissions on All SharePoint Libraries, Folders and Files

When you work with SharePoint permissions, you quickly figure out that you want to touch them as little as possible.  With a lot of things in SharePoint, permissions inherit top down.  So this means that it’s a best practice to always use that inheritance as much as possible.  But in today's post, I'll show you how to use PowerShell to change those permissions for all libraries, folders and files in the site!

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Where To Download the Latest SharePoint Designer for 2013/2016

I’ve had this come up multiple times lately, and I thought I’d put up a post to help get the information all in one place.  Now that we’re moving away from SharePoint 2010 and dealing with SharePoint 2013/2016/Online more often, folks still want SharePoint Designer but are confused which version they need.  You want to be sure to get the latest and most patched version, which requires more than one download.

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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

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3 Tips for Balanced Intranet Governance

3 Tips for Balanced Intranet GovernanceOne of the things that I think most companies struggle with is governance, specifically in context of an intranet.  If you read my blog you know I talk about mostly SharePoint, but good governance can and should apply to really to any platform. 

We actually devote a whole section of our Building a Better Intranet workshop to governance because it’s that important, and yet so many companies don’t even think about it.  In today’s post I wanted to pull out 3 tips that are important aspects of balanced governance. 

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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.