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2 Days of Strategic CRM Workshops

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.

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[Video] How to Filter Email Attachments with Microsoft Flow

I’ve noticed a lot of questions related to filtering email attachments lately in the Microsoft Flow Community. For example, a user gets an email and only wants to save the PDF/DOCX/XLSX (excluding images) somewhere. Whether you save them to OneDrive for Business, a SharePoint site, or even a local file share, this video will show you how to accomplish that task. Follow along as I walk you through the process, step-by-step...

filter email attachments using Microsoft Flow

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Where to CRM: Dynamics 365 CRM vs Business Central or NAV

You're using Business Central or NAV, and you're aware that it has CRM capabilities. But you know that Dynamics 365/CRM may provide a stronger feature set. In this article we help you understand the differences between these options so you can make a decision.

  man looking at computer screen contemplating

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What is Power BI? An Introduction

BI is a bit of a buzzword these days, but why should you care? "BI" stands for "Business Intelligence;" the study of performing data analysis with business data. Using tools like Power BI, we can dive deeper into analyzing business data and visualizing the results. Power BI is included in Office 365 meaning it's available to every user. No matter your role, you need to know how to use this powerful tool.

What is Power BI?


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How To Prevent File Downloads in SharePoint

Have you created a document or file recently that you want to share with limited access to others? Sharepoint "View-Only" permissions have caused some confusion when it comes to file sharing. Find out why the "View-Only" permission doesn't do what you think and how to properly secure your documents by preventing them from being downloaded.

SharePoint View Only Permission Doesn’t Prevent Downloading Documents

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Microsoft Flow Fix: ForEach Conditions Solved

I think we all have been there – we are working on a beloved Microsoft Flow, doing any number of updates or other actions, when it happens...You use a value that is a multiple-value array like a choice column in SharePoint and Flow automatically wraps your action in a ForEach control. What just happened? 

Quick Flow Tip: Use Multiple-Value Choice Fields In Actions Without ForEach Like A Boss!

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C5 Insight Acquires SharePoint Revolution

C5 Insight today announced the acquisition of SharePoint Revolution. 

SharePoint Revolution logo acquired by C5Insight NC


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2 Ways to Prevent Users From Clicking on Spam

Spam is always invading our inboxes and sometimes the validity of emails is harder to decipher than not. Blackhats are constantly working to dupe everyone with extremely real looking emails. To avoid potentially harmful situations, adding warnings to an email's subject line or body content helps prevent unintentional malware infection. Let’s create some warnings before someone really screws up!

spam hackers locking phone emails cybersecurity

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Does Your Company Have a WIG?

Occasionally, when engaging with potential clients, I find that they have an excellent WIG, but no plan to get to there. At times, they really don't know what the end goal is or what makes it successful. No problem! My job is to help define the WIG and help clients define what a successful WIG looks like in their organization.



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PowerShell: Your Solution to SharePoint 2013 Suspended Workflows

One of my clients running SharePoint 2013 on-premises contacted me with a strange issue. They had some SharePoint 2013 platform workflows that were getting suspended and wasn’t sure why.  We got past that initial issue, but what I wanted to talk about today is what we did with all the active workflows that were suspended. Learn how I use PowerShell to make all those workflows resume instead of resorting to canceling them...

Resume SharePoint 2013 Suspended Workflows Instead of Cancelling with PowerShell

 

 

 

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2 Simple Crawl Rules for Relevant SharePoint Search Results

With any LUCK, I’m sure your users are actively using SharePoint search to discover and find content.  Sooner or later they will struggle to find whatever it is they are looking for. Search is after all only as good as what you put into it. Utilizing crawl rules can quickly create relevant results, thus, increasing the likeliness that users keep using search.

Get More Relevant SharePoint Search Results with Only 2 Crawl Rules!

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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...

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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.



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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.

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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...

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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

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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.

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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

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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. 

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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

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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.

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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

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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.

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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.

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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

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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.