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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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CRM Workshops at CRMUG Summit Academy

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.

CRM Planning Workbooks and Worksheets



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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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9 Digital Transformation Success Partnership Tips

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Looking for a partner to help you work through a customer or employee engagement digital transformation project? Supporting your transformation requires far more than technical skills. Here are 9 tips for selecting the right partner.
Transforming into a digital workplace is no small task.  A partnership to support your transformation requires far more than technical acumen.  There are many components in a digital workplace support partnership, but here are 9 of the most important (and often missing) that I've found.

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Where’s My Office 365 Group Calendar in SharePoint Online?

Where’s My Office 365 Group Calendar in SharePoint Online?

You're using Office 365 Groups to collaborate, and to share a calendar.  And you're using SharePoint to share files associated with that group.  But when you add a SharePoint calendar to the site, it doesn't display the Office 365 Group calendar.  What gives?!?

In this article we'll look at where Office 365 Group calendars are stored, and how to get them to show up in your SharePoint site.

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Currency Field Missing

Getting the dreaded "Currency Field Missing" on a rollup field?  Read on for info on solving this frustrating Dynamics 365 configuration problem.

Currency Field Missing Dynamics 365

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Lead Qualification without Opportunity Creation

Do you ever need to qualify and convert a lead - but without creating an opportunity? You're in good company! 

Dynamics 365 for Sales and CRM Lead Conversion Solution

Marketing or Inside Sales departments are often tasked with qualifying leads, converting them into an account/contact, and handing them off to Field Sales who then determines if there is an opportunity. The default lead qualification process in Dynamics 365 for Sales doesn't work well with this typical business process.

Enter the C5 Insight Lead Conversion solution...

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Tired of rework? Learn how to maximize personas in your CRM and Intranet initiatives!

Does this series of images look familiar? Do you frequently hear, "that's not what we asked for" or "it doesn't work the way we expected it to"? You're not alone! Research over the last decade demonstrates that between 30% and 60% of customer relationship management and enterprise collaboration initiatives fail. But why? Some would blame the technology, others might focus on the business process or lack thereof. But, let's stop for a moment and take a look at people. 

clip_image001

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How to Drive, Measure, and Manage Employee Engagement and Adoption

According to Gallup, organizations that successfully engage customers and employees experience a 240% boost in performance. How can you harness that kind of power? Can technology help? We’re going to try and answer those questions for you.

Driving Employee Engagement

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What Is SharePoint for Non-SharePoint Users (Part 2)

Welcome to part 2 in our journey of knowledge to seek the true meaning of SharePoint.  in Part 1 I got things started by explaining the WHY you should care what SharePoint is. In this part we will look at the different versions of SharePoint (Online and On-Premise) and the ways to access SharePoint.

What Is SharePoint for Non-SharePoint Users (Part 2)

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One Simple Rule to Tame the Task Management Beast

Tell the truth – does your task management system look anything like this picture?  Or, are you a manager and see many of your people managing their tasks like this?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

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Why Communication In The Workforce Is Important

Under-communication, lack of communication, miscommunication, NO COMMUNICATION whatever you want to call it, is a problem in the workforce.

Meaningful communication is much more than issuing a statement. It is a dialogue geared towards reaching common ground.

 

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Poor Master Data Management can be like the Rush Hour Commute

Data is the fuel that powers decisions in almost every type of business.  When it doesn't flow smoothly, the entire business suffers.  In this article we look at what master data management (MDM) is, how poor MDM can create traffic jams, and the basics of keeping your data flowing smoothly.


Master Data Management

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3 Case Studies in Customer Service

Customer Service is often an afterthought. And that’s a pity. Because once you’ve attracted all of those new customers by implementing the superpowers of your Sales and Marketing engines, how can you possibly expect to retain them without providing superior Customer Service?


In this article we look at 3 examples of customer service - and how a slight advantage can be the difference between a customer for life, or a one-transaction relationship.

Case Studies in Dynamics 365 CRM Customer Service

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Digital Disruption: A Tale of Two Cities

In today's world, every business is at risk of being disrupted.  What's your plan for disruption-proofing your company?

Disruption proof your business

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5 Powerful Tools to Measure SharePoint Adoption Success

In this article, I will introduce you to 5 different tools and methods you can use to gather SharePoint user adoption information so you can continuously monitor and improve your SharePoint intranet. 

5 Powerful Tools to Measure Success with SharePoint Adoption

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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.