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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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When You’re 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

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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. 

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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. 

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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 ...

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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.  

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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.

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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.

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

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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. 

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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

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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.

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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.

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Troubleshooting InfoPath Submit or Item Saving Issues in SharePoint

I recently had an interesting issue with a client’s SharePoint environment that I wanted to hopefully help someone else out as it wasn’t the most intuitive cause.  What do you do when you try to save list items or InfoPath-customized list items and it fails?  It turned out to be really simple if you know what to look for.

Troubleshooting InfoPath Submit or Item Saving Issues in SharePoint

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CRM Sales User Persona: Skilled Carpenters, or All Thumbs?

Home improvement work in my house means dial 1-800-ask-Dad.  I'm all thumbs, but my Dad is a skilled professional.  Watching Dad do his thing a few weekends ago got me thinking about how this relates to our CRM Sales Reps.  Are they all thumbs like me, or skilled professionals like my Dad - and how do we help them improve?

Sales Rep CRM Persona

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5 Technologies for a Culture of Celebration

Infographic - Celebration and Employee Engagement

Teams that celebrate together tend to have higher levels of engagement, performance and innovation.  In fact, 81% of employees report that they feel more valued and 77% report feeling more engaged when celebrations are successfully delivered at work.  In this article we explore digital workplace technologies that aid in creating a culture of celebration.

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Improve CRM Adoption by Asking Why

Customer Experience Starts with Why

Struggling with CRM adoption?  Maybe it's time to start acting like a 4 year old!

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CRM Failure: The Tortoise and the Hare

The struggle is real: Over 60% of CRM projects encounter challenges to adoption or even outright failure.  Apply this simple lesson when you (re)start a CRM project to ensure success.

CRM Failure - Project Plan

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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.