Follow Us: facebook twitter linkedin

Easiest Way to Save Time (and FindTime) When Planning Meetings At Work

How much time do you spend organizing meetings? How much time do you spend searching for a date/time that suits everyone on the meeting invite? Do you spend more time deciding on a meeting date/time than you do the actual meeting? If you spend a large amount of time scheduling meetings, FindTime is worth your time to test. Learn more about the time-saving benefits this application has to offer...

Read the rest of entry »

Microsoft Flow: Hungry Teams, Natural Language Chatbots, and Yelp

Microsoft Flow has an exhaustive list of available options, connections, abilities, etc. to make our work lives easier. Here, I am using Flow to make our lives fuller. By connecting Flow with Yelp, natural language chatbots, and a bit of AI, the question of "Where to eat?" is now answered by this multifunctional technology.



Read the rest of entry »

Beginner's Guide to Microsoft Flow, API's and Custom Connectors

Microsoft Flow is like an open source toolbox. If you know what tools to use, Flow has countless connectors and custom use-cases to equip you with new solutions for your next project. With minimal coding, learn how to extract Yelp data as prospective customers and feed that information into the Leads area of Dynamics 365.

Read the rest of entry »

Why Is Stakeholder Engagement Important?

When visiting clients to start a new project, it's interesting to find out that the stakeholders have been excluded from the planning or discovery sessions. If the stakeholder is not included, does that make it an IT project? Is there such thing as an IT project? What's the potential risk of NOT including stakeholders in planning and discovery? What are the advantages of including stakeholders in the beginning stages? Do you want to eliminate process gaps, increase adoption, reduce anxiety, confusion, and frustration during your next project? Keep reading...

Read the rest of entry »

5 Reasons Why You Should Move From Classic to Modern Office 365 [Now]

You’re using Office 365, you get the deal.  You’re on a road-trip and Microsoft is telling you what kind of car you can have while letting pick if you want GPS or not.  The Office 365 suite certainly does provide tangible and measurable benefits that alleviate a lot of headaches for many organizations.  Having said that, all is not so simple or easy in Wonderland, is it?

Modern Office 365 SharePoint Team Site

Read the rest of entry »

7 Steps to Enable the April 2019 Update for Dynamics 365

Along with the rest of you, we have been waiting (im)patiently for the go ahead to test out the April 2019 update. Information has been slow to unfold, but a post on CRMUG prompted me to do a little digging. Here is a quick walk through of how to update Microsoft Dynamics 365 Customer Engagement using a test environment in 7 steps.

Read the rest of entry »

Quick Tip To Resolve “Turn on TLS” Error with SharePoint On-Premises

I had this come up with a client recently and wanted to be sure to share the easy resolution given the vague information out there on this topic.  This just reminds me how important it is to not just blindly troubleshoot the symptom, but investigate fully before continuing in your attempts at resolution.

criss_cross_railroad_tracks

Read the rest of entry »

Two Quick Tips to Avoid Clicking Empty Folders in SharePoint Without Metadata

We work with a lot of clients and from time to time, many aren’t ready for metadata.  They agree that files are difficult to find and there are a ton of nested subfolders, the users just aren’t ready to use metadata instead of those folders.  Are we resigned to living in the time-wasting droll of having no idea if the subfolder they are clicking into will even have files in it?  No! 

Afraid of Metadata? Two Quick Tips to Avoid Clicking Empty Folders in SharePoint

I’ll show you two quick ways to alleviate the pain of the hunting and pecking users are forced to do when they don’t use search and trying to find a certain file. 

Read the rest of entry »

Understanding Dynamics 365 CRM Playbooks

Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.

Dynamics 365 Playbook Dashboard

Read the rest of entry »

How to Filter Out Deleted Calendar Events in SharePoint

Have you ever been using a SharePoint calendar with recurring events then noticed some events started showing with a title of “Deleted:”?  I’m going to show you a quick way to hide these events from a view.

Read the rest of entry »

Happy St. Pat’s Day!

🍀 Happy St. Patrick's Day! 🍀

Learn why St. Patrick's Day is so important for customer and employee engagement!

happy-st-patricks-day-from-c5-insight

Read the rest of entry »

How to Update SharePoint XSLTListView Web Parts Using PowerShell

How to Update SharePoint XSLTListView Web Parts Using PowerShell

I know that Office 365 and SharePoint are all that we seem to talk about today on Twitter and everywhere else.  But I do still work with some clients using SharePoint on-premises and they needed some help recently.  I was finally able to overcome and I want to share my struggle for others to benefit.  I’ve seen examples of doing things like this in server-side code but not PowerShell.

Read the rest of entry »

Troubleshooting Office Web Apps SSL Issues

Troubleshooting Office Web Apps SSL Issues

If you are like my unfortunate client, your installation of Office Web Apps (or WAC) was humming along just fine until that one day comes that you wish you never got out of bed.  This turned out to be a simple fix but took some hair-pulling to get there so let me share my journey.

Read the rest of entry »

Quick Fix When SharePoint Timer Service Keeps Stopping with Logon Failure

There you are, minding your own happy SharePoint administrator business when you start getting calls from users stating that they are no longer getting alerts.  Others report issues with workflows not working.  What’s going on?  Turns out to be a simple issue, let me show you how I got there.

Quick Fix When SharePoint Timer Service Keeps Stopping with Logon Failure

Read the rest of entry »

When You Are a Hammer, Everything Looks Like a Nail

Are you trying to find a problem to fix with SharePoint or Dynamics 365? Then you might be a hammer looking for a nail...

When You’re Are a Hammer, Everything Looks Like a Nail

Read the rest of entry »

Avoid Getting Blank Results When Searching Office 365 Activity Reports

Avoid Getting Blank Results When Searching Office 365 Activity Reports

As you are likely aware Office 365 provides a wealth of abilities to review reports of all the activities that users (and admins) are doing in Office 365.  Recently we were using this to get download activities from SharePoint but hit a snag when trying to restrict the results to a specific site.  The answer was actually backwards to the interface. 

Read the rest of entry »

Easily Check Available Property Values in Microsoft Flow

Easily Check Available Property Values in Microsoft Flow

When creating any Microsoft Flows, sooner or later you are going to need to use values from user profile properties like Email Address, Name, Department, etc.  You are wondering two things:

  1. What properties can I access easily without additional steps?
  2. What is the value of those properties?

Once you know those two things you can know if you need to do additional steps to accomplish your requirements for your Flow. 

Read the rest of entry »

Why Can’t SharePoint Search be as Easy as Google?

Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...

Read the rest of entry »

Using PowerShell to Change SharePoint 2010 Workflow AssociationData

Using PowerShell to Change SharePoint 2010 Workflow AssociationData

If you are still using SharePoint on-premises, then you will almost certainly be using workflows based on the 2010 workflow platform.  These would include all of the out-of-the-box workflow reusable templates like Approval and Collect Signatures. 

Recently I needed to change the start parameters of a workflow template that was deployed in a site template so there was a copy of the workflow in over 1,000 subsites.  Of course I turned to my trusty friend PowerShell.  

Read the rest of entry »

What You Need to Know About the New Microsoft Dynamics Upgrade Cycle

If your organization is using Dynamics 365 Online or is considering moving to online, there are a few things you need to know and consider about the upgrade cycle. This blog pertains to Sales, Marketing, Customer Service, Field Service, and Project Service Automation.

Read the rest of entry »

My Apps and Processes Disappeared From the Sitemap

Lately I have had several occasions where deleting or importing a managed solution has removed groups and their subareas from the Microsoft Dynamics 365 Customer Experience (from here on out known as CRM) sitemap. The sitemap is the area at the top of CRM used for navigation. The two groups that seem to be affected are under Settings. The Process Center group, which contains the subarea Processes where workflows, business process flows, dialogs, task flows and actions live. The other group getting the smack down is Applications where the subarea My Apps typically hang out.

Read the rest of entry »

Project Managers Rejoice! You Can Create Multiple Plans for a Single Office 365 Group!

image

If you are using Office 365, you are likely very aware that with Microsoft at the controls, they are frequently making a lot of changes.  Sometimes that’s a great thing and sometimes that’s not but on the whole it's a relief to not have to deal with an on-premise environment.  Every month or so, Microsoft releases news about the recent changes that are being released.  After going through February 2019’s update, I noticed a little but awesome change I wanted to call out regarding Microsoft Planner. 

Read the rest of entry »

Accessing the D365 Legacy Web Client for Configuring v 9.1

Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.

Dynamics 365 Legacy Web Interface - Unified Interface

Read the rest of entry »

What is SharePoint Metadata? A Simple Explanation

What is SharePoint Metadata?

I’ve been involved with SharePoint for probably 12 years, and as a consultant daily for 9 years.  In all of that time, I would say the most common thing I see my clients and others struggle to understand is the concept of metadata.  What is it?  What does it mean?  I’ve often times explained it only to have someone say “Can I come by your office later and you explain it to me?” 

Today I will do my best to put it in simplistic terms for relevance to SharePoint.

Read the rest of entry »

5 Reasons To Focus on Bad Data in SharePoint

Bad Intranet Data ShasrePoint

According to AIIM and Gartner, companies report that 53% to 80% of their content is ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete).  ROTII results in poor search results, duplicated work, decisions made on bad information, and frustrated users - in other words it destroys productivity, profits and satisfaction.  Let's look at how to identify and clean up your ROTII.

Read the rest of entry »

Pages: Previous1234567...29NextReturn Top

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

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.

4
Image

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.

9
Image

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.