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From the category archives: C5 Insight Blogs - Customer Experience, Digital Transformation, Employee Engagement, Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration, Relationship Management

Video: Microsoft CRM Field Service Management

If you have a field service delivery team, Microsoft Dynamics CRM field service management has a lot to offer. This article and one minute video provides a rapid overview.

 

Microsoft CRM Field Service Management Video Demo


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SharePoint Workflow 101 Part 4: Best Practices and Extending Workflows

C5 Insight Blog Part 4: Best Practices and Extending WorkflowsThanks for staying with me as I walked you through the basics of workflow in our favorite intranet platform – Microsoft SharePoint (and I’ll see you at the Ignite Conference at the end of the month!). 

To wrap up our series, I wanted to talk a little about some best practices with workflow then offer some ways that you can extend your workflows. 

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Video: Microsoft CRM Project Service Automation

In Microsoft Dynamics CRM 2016 U1, Microsoft has included an optional new area called project service automation (or PSA). This 3 minute video provides a brief high-level overview.

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Connect: The ROI of Better Customer Experience and Employee Engagement Processes

Is all the talk about better customer experiences and employee engagement just hype, or is there an ROI for these investments?

Infographic - ROI of customer experience

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SharePoint Workflow 101 Part 3: SharePoint Designer and Creating Workflows

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I trust that you’ve been following me in this 101 series on workflow, so welcome to part 3!  Today we’re going to focus on getting SharePoint Designer going, reviewing the interface for workflow and creating some workflows.  Get ready, this will be a long one!  There’s a lot of info to get through, and I give you different steps between 2010 and 2013.

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SharePoint Workflow 101 Part 2: Templates and Using Workflows

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. 


SharePoint Worklfows


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Video: Biggest Upgrades Since CRM 2011

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.

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Infographic: 4 Strategies for Big Data Success

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.

Infographic - big data insights converted into action from IBM research

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Video: Working with Products, Quotes and Orders in Microsoft CRM

This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.

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Quick Tip to Avoid JavaScript Function Not defined error!

 

Do your SharePoint or Dynamics CRM JavaScript functions sometimes throw unexpected errors?  This might be due to how a JavaScript function is defined, so in today's blog I'll review the different options and ways you can define JavaScript functions.

Defining JavaScript functions for SharePoint and Dynamics CRM

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Video: What’s New in Microsoft CRM 2016 Mobile

Screenshot - Dashboard with lead photo in Microsoft Dynamics CRM 2016 mobile 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.

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SharePoint Workflow 101 Part 1: Intro and Core Concepts

SharePoint for Business Process AutomationWith 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.

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6 Ways an Intranet Fosters Collaboration

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.

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Video: 90 Second Overview of Microsoft CRM Interactive Service Hub

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.

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Get Microsoft CRM Insights from InsideView to Work with Edge and Internet Explorer Browsers

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.

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Video: Automating Business Process with CRM

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.

Video - Business Process Flows in Microsoft Dynamics CRM

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Infographic: 6 Surprising Statistics About Listening to Customers

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.

Infographic - Big Data and Omni-Channel Listening

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Infographic: Digital Transformation

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.

Mini Infographic - Digital Workplace Transformation

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Troubleshooting the Dynamics CRM Outlook Client

Experiencing errors with the Microsoft Dynamics CRM for Outlook Client?  This article is a guide to the troubleshooting options.

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Getting the Most Value from Your Data – Lifecycle Services Data Loader

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.

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Importing Business Cards as Dynamics CRM Leads

Cannot scan business cards into CRM as leads

Got a small stack of business cards that you'd really like to get into Microsoft Dynamics CRM so you can start scheduling follow-ups right away ... but dreading the task of getting them into CRM? You're in good company. Now the task can be made as simple as taking a picture of the card with your mobile phone. This article explains how.

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6 Ways the LinkedIn Acquisition Will Improve Microsoft Dynamics CRM

A look at 6 areas where Microsoft Dynamics CRM will improve as a result of the LinkedIn acquisition.

Microsoft Acquires LInkedIn - Dynamics CRM Implications

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I’ll Be Online Next Week At Collab365 Delivering The Deadly Sins of SharePoint

Failure is a great teacher, isn’t it? And with 63% of all SharePoint projects stalled, struggling or failing to meet expectations (AIIM), you’d think everyone would be learning a lot, right? Well, the collaboration struggle is real, and it’s still going strong today. Are you struggling with SharePoint?

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Getting the Most Value from Your Data – Salesforce Apex Data Loader

 

http://blog.wdcigroup.net/wp-content/uploads/2013/10/data-loader.png

The Salesforce Apex Data Loader is a downloadable tool that runs on the desktop.  It is a free download from Salesforce and can perform Inserts, Updates, Upserts, Deletes and Exports of data. Read on for instructions on ways to use the Data Loader to get the most out of your data! 

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Importing into Salesforce ... Which Tool should I Use?

The Salesforce platform is not lacking in ways to import new data into your organization. Is it an embarrassment of riches? Or too much of a good thing? The jury is still out … but understanding the benefits and limitations of each method is crucial before beginning any data import. To get you pointed in the right direction, we've outlined the high-level use cases of each import method, beginning with the most user-friendly and moving toward the more robust.

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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.