When consulting clients with new technology, we highly suggest that each platform has a steering committee to help guide progress and provide governance. The steering committee isn't just responsible for high-level strategic planning, so choosing the...
Tricia Desso-Cox

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Why You Need a Corporate Knowledge Base
The Challenge of a Nonexistent Corporate Knowledge Base Does your organization lack a corporate knowledge base containing internal education materials for users to consume via self-service? Is your IT team inundated with repeat questions about technology? Are your...
OneNote for Sales Rep Note Taking: An Interview
This week I had the pleasure of riding along with one of our client’s top sales reps. We’ve been working with this client for a while now and have learned that the average opportunity closes anywhere between 3 and 18 months. Not only is the timeline extended,...
Microsoft Announces SharePoint Add-In Retirement — What Now?
Microsoft just announced on November 27, 2023 that SharePoint Add-In is being replaced with SharePoint Framework.
How to Paste a Picture into Microsoft Teams
When you're using Microsoft Teams, sometimes your pictures paste directly into a post (such as copying an image off of a website and pasting it into Teams). Other times, try as you may, the picture just won't paste! Images not pasting is likely a bug that will be...
[Webinar] Roadmap to (Re)Launching Your D365 or M365 Project
This session delivers an annual planning framework for moving your project forward, getting it back on track, or starting a new project.
[Webinar] Show Me the Demo! Viva Engage
Learn exactly what Viva Engage is, where it fits into the M365 product lineup, and best practices for deploying and driving adoption.
Sending Surveys through Dynamics 365 Marketing and Setting ‘Regarding to’ Field
In this tutorial, learn how to combine Dynamics 365 Marketing with Power Automate to set the “Regarding to” field and send customer surveys.
[Webinar] It’s About Time: Better Activity Management with Dynamics 365 CE
Your team can accomplish anything if they use their time wisely. And Dynamics 365 CRM/CE can be an amazing time management solution.
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