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.
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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.
Has technology made time management more difficult than it used to be? Learn one rule to simplify task management for you and your team.
Under-communication, lack of communication, miscommunication, NO COMMUNICATION whatever you want to call it, is a problem in the workforce.
Meaningful communication is much more than issuing a statement. It is a dialogue geared towards reaching common ground.
Data is the fuel that powers decisions in almost every type of business. When it doesn't flow smoothly, the entire business suffers. In this article we look at what master data management (MDM) is, how poor MDM can create traffic jams, and the basics of keeping your data flowing smoothly.
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 today's world, every business is at risk of being disrupted. What's your plan for disruption-proofing your company?
In this article, I will introduce you to 5 different tools and methods you can use to gather SharePoint user adoption information so you can continuously monitor and improve your SharePoint intranet.
Organizations that freely share knowledge internally are the ones that tend to bring new innovations to market faster.
Big data makes it possible to serve more people than ever before. New privacy laws and regulations are regularly being passed to protect us from potential abuses. How can organizations balance the benefits of big data with the need for privacy?
Getting people to adopt new processes is almost always a challenge in business. Why is that? Maybe it's because we so often forget the role people play in defining and re-defining processes. In this article we look at why processes should be people-first.
The days of searching through filing cabinets, looking through handbooks, printing memos, sending documents via email and departments resisting the need to share information with other departments are GONE. Employees need up-to-date information accessible on a laptop, mobile phone, or PC.
In today’s workplace, a company’s staff is not limited to employees who come into the office every day. Remote employees (often in their PJs) need to be able to work both independently and on a team. When people are across the hallway or across multiple time zones, they still need to be able to work together.
This is another issue from the trenches as I was working with a client of mine recently with a disconnect between the SharePoint User Profile Service and Search.
The fix is surprisingly simple, and you will face palm once you realize what the cause is but I thought it was important to document for others.
“I’m not sure our CRM project has anything to do with customers at all. But, if it does, it is something we are doing to our customers, not for our customers.”
That’s what a new client told us in a workshop we delivered to their leadership team. It’s ironic that the most often overlooked stakeholder in CRM projects is the customer!
Read on for one simple starting point for putting the "Customer" back into CRM.
Corporate culture. We know that great ones produce great products, great places to work, and great customer experiences. But what causes cultural problems, and what are some practical steps to take to turn the corner? In this article, we look at what business culture can learn from... acupuncture!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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.