Welcome to part 2 of our introductory blog series on SharePoint workflows. Now we can venture deeper into the depths of your workflow adventures. We’ll cover how to use the default workflows, more details on workflow structure and we’ll wrap up with working with workflows. In the next post, we’ll crack open Designer to see how we can create some workflow.
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Follow these 3 steps to create your first sales process - or to simplify an over-engineered sales process.
I'm always surprised at how few sales teams have adopted a sales process yet; and I'm even more surprised at the number of myths that still exist about sales processes. So, in the interest of helping everyone to take a few steps forward with their sales process, let's dispel a few of the more common myths now.
In this post, which is part of a new Building a Better Intranet series that I’m writing, I want to share 4 strategies with you. Four overarching themes, that you can and should be using, whether you’re designing and building a new intranet, or trying to breathe new life into a struggling one. Don’t worry, I promise to show you what luck has to do with it, so just stay with me.
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.
Data – and the ability to capture it, analyze it, and take action based on it – may be the single biggest differentiator between the highest performing companies and everyone else. In this article we take a look at how the leaders are succeeding at creating action from data.
This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 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.
With most clients I’ve worked with over the years, I inevitably get asked the same thing sooner or later – “what’s workflow?" Or it’s “teach me about workflow,” or “how do you customize an default workflow?"
With this blog series I want to try to take explain some core concepts of workflow, then give some direction on creating them, the interface, customizing the default ones, some best practices and some ideas on extending them. Sounds like a lot, and it is! There are 2 and 3-day training courses just on workflow, but my goal is to give you some basics and direction to get you going with your adventure with SharePoint workflows. I won’t go into many step by steps on building a sample workflow, but I want to help you started.
This post will the first of a 4-part series on how you and your organization can begin to build a better intranet. In this first post, we will ask the question of "Why do we need a better intranet?", and give you 4 areas that have changed dramatically, and why acknowledging and addressing them is one of the keys to a successful intranet.
Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.
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.
Are you considering an intranet project? Or do you have an intranet that no one wants to use? Creating an intranet that your team loves to use doesn't require a PhD, but it does take some time and patience. This article include 3 simple secrets for intranet success.
Want to boost company profits by 30%? Then maybe it is time to consider a sales process (re)design project ... or maybe not! This article outlines the 5 benefits and 5 risks of sales process.
Using 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.
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.
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.
Recently Microsoft gave all document libraries in SharePoint Online an overhaul. Some call it “modern document libraries”, others refer to it as the new library interface experience (or UI experience). I want to give folks a more granular walkthrough of the experience, and in this post I want to call out some important differences and changes you should pay attention to.
We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.
Successful digital transformation projects result in better employee engagement and customer experiences. But most attempts meet with failure.
This infographic is an overview of the potential – and perils – of digital workplace transformation.
How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.
Experiencing errors with the Microsoft Dynamics CRM for Outlook Client? This article is a guide to the troubleshooting options.
The Microsoft Lifecycle Services Team has been working on a data loader for Dynamics CRM Online for a while now. It’s been in ‘Preview’ mode but available for Dynamics CRM Online users to use. Today we are going to look at what this tool can do and how it could help you gain valuable insights from your data.
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.