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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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Building a SharePoint Digital Workplace Business Case

Ready to upgrade or implement a digital workplace or intranet project, but having a hard time convincing your leadership team?  Building a business case can be a daunting and nuanced process - let's take a look at some proven approaches for getting buy-in for your SharePoint or similar project.

sharepoint roi business case

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Dynamics 365 View: Accounts with No Activities for 30 Days

Want to be able to easily see Accounts, Contacts, Leads or Opportunities that haven't been followed-up within 30 days (or some other period of time)?  In this blog we'll review 5 options to help you make sure that no one is slipping through the cracks!

How to create advanced find no activities 30 days dynamics 365

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Digital Workplace: The New Wild West

Does it feel like "collaboration" technology is disrupting your workplace instead of making it more productive, efficient and engaged?  You're not alone.

Digital Workplace Disruption

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Amazon Reviews: Flow + Dynamics 365 = Better Ratings

flow dynamics 365 amazon review integration

Selling products on Amazon.com?  Wouldn't it be great to automatically create a Case every time a review with 3 or fewer stars was published?  Now you can - with Microsoft Flow!  In this article I'll show you how. 

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How to Fix PDFs Not Opening in SharePoint Online

Do your users ever see the message "Hmm...looks like this file doesn't have a preview we can show you."?  In this blog I'll offer a quick fix that might work for you.

Hmm... looks like this file doesn't have a preview we can show you error SharePoint Online

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SharePoint Favorite Team Sites are all Named “Home”

If you’re creating Team Sites in SharePoint Online/Office 365 (either as part of Microsoft Teams, or as stand-alone Team Sites), you might have noticed that the list of sites you’re following are named “Home”.

SharePoint Following all named Home

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Upgrading to Dynamics 365 v9 Unified Interface

Getting ready to upgrade to Dynamics 365 v 9.x?  Trying to decide between the new Unified Interface versus the Dynamics Classic Interface?  Confused?  You are not alone because ...

Everything. Is. Changing.

Let's take a look at how to choose between the Unified Interface vs Classic Interface options in Dynamics 365.

 

Dynamics Classic Interface

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Why Active Directory AD Explorer is a Critical Tool for any SharePoint Administrator

Troubleshooting active directory user profiles for SharePoint?  I've found that AD Explorer (Active Directory Explorer) is an time-saving and often-overlooked item that should in every SharePoint administrators bag of tricks.  In this article we'll look at what it is, how it works, and why it is important.

AD Explorer screenshot

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PowerBI for Amazon Vendors and Sellers

amazon powerbi dynamics 365 integration comment

Amazon is an indispensable sales channel to reach potential customers.  Dynamics 365 is the indispensable solution for creating better customer experiences.  In this article, I'll take a look at how to begin to bring these two worlds together by using PowerBI.

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Track Goals in Power BI with Constant Lines

Track Your Goals in Line and Bar Charts in Power BI

Many of our clients want to track a metric over time against a goal using Power BI.  Let's take a look at how to add a Goal Line to your bar charts in Power BI for this purpose.

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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.