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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.
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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?
When installing the Outlook App for Dynamics 365, you can sometimes get an error, "We’re sorry - Sorry something went wrong. Please try again or restart the application. Error code: Error_Message_0x80070000". In this article we will look at how to install the Outlook App for Dynamics 365 and get around this error.
Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.
Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers. Here's how they do it.
Microsoft has deprecated the not-so-beloved Site Content and Structure in SharePoint (for Office 365 users). What does this mean to your organization?
Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don't forget to make some time to evaluate policies and compliance items as a part of your plan. The following six policy and compliance items are often overlooked, or worse yet, noted as a future to-do that never actually gets done.
Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.
Infographic: Omni-Channel customer engagement strategies are resulting in big data that's growing even bigger!
Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team? Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.
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!
Does it feel like "collaboration" technology is disrupting your workplace instead of making it more productive, efficient and engaged? You're not alone.
Do your users ever see the message "Hmm...looks like this file doesn't have a preview we can show you."? In this blog I'll offer a quick fix that might work for you.
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”.
Getting ready to upgrade to Dynamics 365 v 9.x? Trying to decide between the new Unified Interface versus the Dynamics Classic Interface? Confused? You are not alone because ...
Everything. Is. Changing.
Let's take a look at how to choose between the Unified Interface vs Classic Interface options in Dynamics 365.
Troubleshooting active directory user profiles for SharePoint? I've found that AD Explorer (Active Directory Explorer) is an time-saving and often-overlooked item that should in every SharePoint administrators bag of tricks. In this article we'll look at what it is, how it works, and why it is important.
Amazon is an indispensable sales channel to reach potential customers. Dynamics 365 is the indispensable solution for creating better customer experiences. In this article, I'll take a look at how to begin to bring these two worlds together by using PowerBI.
Many of our clients want to track a metric over time against a goal using Power BI. Let's take a look at how to add a Goal Line to your bar charts in Power BI for this purpose.
Looking for a partner to help you work through a customer or employee engagement digital transformation project? Supporting your transformation requires far more than technical skills. Here are 9 tips for selecting the right partner...
You're using Office 365 Groups to collaborate, and to share a calendar. And you're using SharePoint to share files associated with that group. But when you add a SharePoint calendar to the site, it doesn't display the Office 365 Group calendar. What gives?!?
In this article we'll look at where Office 365 Group calendars are stored, and how to get them to show up in your SharePoint site.
Getting the dreaded "Currency Field Missing" on a rollup field? Read on for info on solving this frustrating Dynamics 365 configuration problem.
Do you ever need to qualify and convert a lead - but without creating an opportunity? You're in good company!
Marketing or Inside Sales departments are often tasked with qualifying leads, converting them into an account/contact, and handing them off to Field Sales who then determines if there is an opportunity. The default lead qualification process in Dynamics 365 for Sales doesn't work well with this typical business process.
Enter the C5 Insight Lead Conversion solution...
Does this series of images look familiar? Do you frequently hear, "that's not what we asked for" or "it doesn't work the way we expected it to"? You're not alone! Research over the last decade demonstrates that between 30% and 60% of customer relationship management and enterprise collaboration initiatives fail. But why? Some would blame the technology, others might focus on the business process or lack thereof. But, let's stop for a moment and take a look at people.
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.
Welcome to part 2 in our journey of knowledge to seek the true meaning of SharePoint. in Part 1 I got things started by explaining the WHY you should care what SharePoint is. In this part we will look at the different versions of SharePoint (Online and On-Premise) and the ways to access SharePoint.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.