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Get a 50% off coupon for 3 Microsoft Teams and SharePoint workshops and conferences from Advanced Learning Institute.
Join us for 4 CRM Leadership, Planning and Adoption Workshops over the course of 2 days.
Targeted to organizations struggling with customer relationship management or launching new CRM projects. Oct. 14-15, 2019 in Orlando FL. Use our discount code for 10% savings.
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.
Years ago we discovered something very special – some might even say a “secret ingredient” – to creating and building lasting and productive relationships. It's a new and unique approach to ultimately creating purpose, happiness, and engagement, and when applied within an organization, new ideas and innovation (which ultimately affects revenue and profit as well). We realized that this “ingredient” was actually composed of four very distinct components, that had to be applied in a specific way in order to create the final product of LUCK. Read on to learn how to bring LUCK to your business.
The truth is, the “training” methods we have been using for decades are dying. And if your organization is still hoping to train users on SharePoint, CRM, or any other technology by sitting them in a room to watch recorded videos or a live individual, I want to offer some suggestions that I believe will transform the way end users adopt and learn new technology.
In part two of this successful roadmap engagement series, we'll look at Risk and Obstacle Evaluation, Business Case and ROI, Culture Change, Training, Adoption, and Future Planning.
User stories are the most important aspect of delivering a successful agile project that meets (or even exceeds) the expectations of the client. The story can serve as the vehicle for determining scope, sprint planning, requirements gathering, specification documentation, as well as test script creation and training documentation. So great care must be taken to elicit, document, and gain consensus on and approval of the client’s needs before executing.
Are you a newbie when it comes to SharePoint? Are you lost in the lingo, or trying to make heads or tails of how to incorporate the tool into your day-to-day operations? If so, this blog is for you!
In order for a channel strategy to be successful, the investment does not end with implementation. It takes a lot of hard work and a little LUCK along the way.
Microsoft Dynamics CRM 2013 has launched a 30-day free trial which provides the full access to all functionality. This blog will walk you through how to apply for a free trial account and how to best utilize this free tool. It includes some basic setup such as how to add users into your system, set security roles and play with sample data.
Mentoring is one of those things that seems to make tons of sense to people but rarely if ever gets done. The days of new employees being given a formal mentor and six weeks to six months of “ramp up time” appear to be long gone for most companies, regardless of their size or industry.
Just as no two clients are the same, no two projects are the same. Thus the characteristics of the solution, the team, the timeline and whether or not it is an initial implementation or an enhancement should be weighed before selecting a project management methodology. This blog will explore the basic functions of: Six Sigma, Waterfall, and Agile approaches.
When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
Many organizations believe that thorough training is the only step necessary to ensure user adoption—this assumption could not be more wrong. Effective user adoption begins at the planning stage of a project and is threaded throughout the life cycle. Learn how we apply The LUCK Principle™ to every step of the process.
As I work with various clients with different skill levels with SharePoint, I have on more than one occasion needed to compile a list of training resources. Microsoft (and others) provide a good number of resources so I thought I would try and compile a list in one place. These resources can be a mix of delivery methods including blogs, whitepapers, online videos, tutorials or courses. Let’s start with resources for end users, then move to the IT Pros, then to the developers. I started writing this for the purpose of training, but the lists quickly grew to include other resources, so I hope you find it a useful resource.
For the sake of this post, all resources will be for SharePoint 2010. But with the very soon to release SharePoint 2013, I will provide some information in another post. Stay tuned!
This is the first of a 3 part series of blogs that I’m writing on Microsoft CRM and Outlook.
With CRM 2011, Microsoft introduced significant new enhancements in how CRM works with Outlook. These changes also introduced some differences in how the Outlook and Web versions of CRM work. In previous versions, if you trained users on one version, they had all they needed to know in order to use either version. Businesses now need to make an important decision on which version of CRM they will initially train their users on. Users, too, need to decide which version of CRM they are going to use on a day-to-day basis. This series of blog entries will examine the pros of using CRM for Outlook, then the benefits of CRM for the Web and will conclude with the CRM and Outlook functionality that you should use regardless of which version of CRM that you’re using.
This first article will focus on the 6 reasons why you should consider using CRM for Outlook as the primary way that you use the CRM application. Dynamics CRM has always had better Outlook integration than any other CRM system on the market (no surprise there). With all of the new features and Outlook integration that Microsoft has introduced in CRM 2011, the reasons for using CRM for Outlook are stronger than ever.
Which clients should we focus more time on? Are there any clients that we should consider firing? How can we find new clients that look like our best current clients? Do we have clients that should be more profitable?
These are the questions that many B2B firms are asking themselves as they think through how they should prioritize their client list. So read on for some of the how’s and why’s of establishing a client scoring system.
Our blogs, on-demand videos and events lists have expanded so much in the last year, that we’ve been asked if we can provide some options to follow selected topics only.
So if you would like to focus on information by product (Salesforce.com, Dynamics CRM or Microsoft SharePoint) or by role (Business or Technical) – you have options to do that. You also have options to choose which channel you want to follow us on (Facebook, Twitter, LinkedIN, RSS or e-mail).
If you’re already following C5 Insight – THANKS. Take a few minutes today to visit the new follow us page and update the way you follow us so you will get only the information that you want.
If you’re not following us yet, now is the perfect time. Follow us to keep up with the latest tips, techniques, best practices, on demand videos and live events.
AND … to sweeten the pot … we will be giving away 5 copies of our forthcoming book, “Microsoft Dynamics CRM 2011 Administration Bible” to a randomly selected list of those who are following us. More details are in the full posting.
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The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system. In this posting, I've detailed 11 suggestions for improving your activity management process.
This is only a starting point. Proper use of Queues and Workflows - in particular - are areas that can also improve your activity management efficiency and results.
Many of you may be familiar with the Business Data Catalog (BDC) feature of MOSS 2007 that allowed for the integration of SharePoint with various line-of-business (LOB) systems on a read-only basis. In SharePoint 2010, the BDC has become the BCS – Business Connectivity Services. The BCS has it’s own dedicated database and runs as it’s own service application (as do many of the other services in SharePoint 2010) that can be enabled at the Web Application level.
With Microsoft Office 2010 and SharePoint 2010 capabilities, people are now empowered with read and write access to LOB applications and external data sources (such as SQL, Oracle, SAP, CRM, Siebel, Web services, and custom applications), whether they are online or offline. An entire site can be taken offline by using Microsoft Office Workspace and then users can resynchronize when they’re reconnected to the network.
There are many new improvements to Search within SharePoint 2010 including the new FAST Search application which further extends the out-of-box SharePoint search capability. One exciting new FAST feature is “Visual Best Bets” within your search results. Visual best bets show you a thumbnail image of each document found in the search results. For certain file types such as PowerPoint, it even goes as far as allowing you to scroll through a PowerPoint presentation all while staying within your search results page. Very impressive!
WOW! That is my first impression of seeing SharePoint Designer 2010 demonstrated in today’s ignite training. It is absolutely revolutionary!
The instructor basically called the product a complete re-write over the previous 2007 version and you will easily see why.
You can now connect to SharePoint Designer through the ribbon directly from your SharePoint 2010 site, or you can open the site directly in the client.
During today’s SharePoint 2010 Ignite training, it was apparent that Microsoft is now turning to Windows PowerShell as the primary command line tool for interaction with SharePoint.
I learned about many of the advantages that are obtained by utilizing the SharePoint 2010 Management Shell to script administrative tasks in SharePoint Server 2010. Windows PowerShell cmdlets go far beyond the capabilities of previous command-line tools such as STSADM. Windows PowerShell is not a replacement for STSADM, but it certainly seems to be more flexible and powerful.
The Hands-On labs gave me a test drive into the following areas:
How to use Windows PowerShell scripting techniques, such as pipes, filters, wildcards, and enumerations, for SharePoint Server 2010 administration.
How to assign variables and use the SharePoint object model from Windows PowerShell.
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.