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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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Know Your Audience: The Simple Key to SharePoint Support Success

SharePoint Support Success

 

Sometimes in our role as Consultant, Administrator, or User Support, we go so deep in developing technical skills, that we lose perspective on softer skills that could be holding us back. Today I was reminded of one of those simple skills that it is easy to lose sight of.

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6 Ways to Celebrate at Work

Celebrate at Work

Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed.  Here are 6 ideas for celebrating more, and better, in your workplace.

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The ROI of a People-Centric Digital Workplace

Digital Transformation ROI

 

Organizations are often making big investments into digital customer and employee engagement - without understanding the return.  In this article we explore the ROI of a people-centric digital workplace.

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SharePoint Document Management in 6 Steps

When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management.  Here are 6 steps to get started with SharePoint for document management. 

Document Management in SharePoint

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Mapping SharePoint Task Lists to Microsoft Planner

When it comes to task management in Office 365 and SharePoint Online, you have three choices:

  1. Microsoft To-Do
  2. SharePoint Task lists
  3. Microsoft Planner

Which you use really depends on your requirements and how many people you are collaborating with.

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Expand SharePoint Multi-Line Text Fields in SharePoint On-Premise

Ever wish you could resize columns in a SharePoint view?  In Office 365, your wish has been granted.  But in SharePoint 2010-2016, it’s not. 

There are various ways to fix this, but most require JavaScript.  I prefer the CSS way as I always like to have a no-code solution, so let's take a look at how to use CSS to show multi-line text columns in your view.

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Failure to Adopt CRM: 7 Myths and 10 Realities

The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt.  Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.

Infographic - Statistics on CRM Failure

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Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

One of the hardest things to do is to train users on how to query SharePoint search effectively.  Here's a quick way to give users a helping hand when using search to automatically include a wildcard * in the query.  Small steps add up to great adoption!

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Microsoft SharePoint: The Facts and Nothing But the Facts

About Microsoft SharePoint

There is so much information available about SharePoint that sometimes it can be confusing to understand exactly what it's all about.  Here is a very quick introduction to the facts about Microsoft SharePoint.


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8 SharePoint Benefits for Document Management



Does your team struggle to store, find, share and update documents?  You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job.  Let's look at how SharePoint Document Management can help you solve this problem.

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CRM Accountability: Did someone say fitness challenge?

Just like getting fit takes more than buying a fitbit and some exercise equipment, adopting CRM takes more than good technology and training.  It takes teams, commitments, accountability, setting goals, and celebrations. Walk with me through a CRM burpee challenge to improve your adoption...


clip_image001

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12 Reasons Why: CRM Activity Management Adoption

Why Use CRM to Track Activities?

Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.

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OneNote for Sales Rep Note Taking: An Interview

This week I got to witness first hand how a successful Sales Rep is using OneNote and Dynamics 365 to effectively capture notes during the sales process.  Below are the insights that came from a follow-up interview with the Rep.

Sales Rep Note Taking

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What the Heck is a Scope in Microsoft Flow?

What the Heck is a Scope in Microsoft Flow

If you’re reading this, I am assuming you already know that Microsoft Flow is the future and replacement of workflows in SharePoint.  It is an extremely powerful process automation and integration platform helping to bridge the gap between many Microsoft services and many others.  After using Flow for a while, you soon notice this other option called “Add a Scope”.  What does that do?

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We’re Sorry, Something Went Wrong When Adding Dynamics 365 App for Outlook

When installing the Outlook App for Dynamics 365, you can sometimes get an error, "We’re sorry - Sorry something went wrong. Please try again or restart the application. Error code: Error_Message_0x80070000".  In this article we will look at how to install the Outlook App for Dynamics 365 and get around this error.

Dynamics365AppforOutlookWeresorry

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4 Things Successful Employees Do When Co-Workers Complain

Complaints: Sometimes they’re valid. Sometimes they’re drama. And sometimes they’re toxic.

Companies with great cultures don't leave it to leaders to respond to complaints. Every employee plays an active role in identifying and responding to complaining co-workers.  Here's how they do it.

4 Things Leaders Do When Employee Complain

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R.I.P. SharePoint Site Content and Structure (In Office 365)

SharePoint Site Content Deprecated

Microsoft has deprecated the not-so-beloved Site Content and Structure in SharePoint (for Office 365 users).  What does this mean to your organization?

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Top 6 Dynamics 365 Policy/Compliance Items During an Implementation or Upgrade

Getting ready to implement Dynamics 365 or getting ready to upgrade your existing implementation? Don't forget to make some time to evaluate policies and compliance items as a part of your plan. The following six policy and compliance items are often overlooked, or worse yet, noted as a future to-do that never actually gets done.


compliance-policycentral-2

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Attend CRM Workshops - Get Lead Conversion and CRM Consulting for Free!

Whether you're just starting a CRM or Customer Engagement project, or want to bring more focus to an existing project, these non-technical sessions are designed for sales/marketing/service leaders, project managers, and administrators.




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Omni-Channel = Big Data

Omni-Channel Customer Experience Big Data

Infographic: Omni-Channel customer engagement strategies are resulting in big data that's growing even bigger!  

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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.