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Posts Tagged 'office 365'

We are pleased to present below all posts tagged with 'office 365'. If you still can't find what you are looking for, try using the search box.

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...

Why Enterprise Social Networking? Connecting People to Purpose

Although it has been around for many years now, there are still a lot of misconceptions about what Enterprise Social is all about.  Leaders don't know if it is a valuable business tool, or something that might waste a lot of time.  So today, let's take a closer look at Enterprise Social Networking.

What Is SharePoint for Non-SharePoint Users (Part 1)

As of today I’ve been consulting on SharePoint for almost 8 years, and I get asked a lot of questions.  A lot of our clients already have SharePoint and we’re either engaging on rescue projects, migrations or break/fix type support.  But then there are some clients we speak with who don’t use SharePoint at all, and are potentially looking to evaluate SharePoint or other collaboration platforms.  It’s in those times I get reminded that not all folks already know what SharePoint is! 

What Is SharePoint for Non-SharePoint Users (Part 1)

My aim with this 3-part series is to help answer this question and give some context of how SharePoint can benefit organizations.  In this initial post I will set the stage and give you some context for our discussions.

Sway- Driving Business with creativity!

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Recently I was working on a project and I needed to deliver a presentation to a client. But for this particular presentation, the standard old PowerPoint wasn't going to cut it. We needed a more interactive experience, mobile friendly, a way to incorporate video and images along with my topical content.  After reviewing the available options, I decided to investigate Microsoft Sway. Recently out of preview, Sway is now a free part of the Office 356 service portfolio (or can be used separately outside of 365). I was able to map my ideas in the tool canvas quickly and efficiently and within a short time I knew I had found the right tool.

Let's take a look at what it can do for you!

Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
Why are we talking about Nintex?   If you’ve taken a look at their site lately, they have a lot going on! 

In today's post, I'll review some of the latest changes and new functionality coming from Nintex and look forward to great things from them in 2016. 

How to Migrate a SharePoint 2010 InfoPath List Form to SharePoint 2013 or SharePoint Online

Migrate InfoPath list form error
I’ve been working with a client recently to migrate their SharePoint 2010 farms to SharePoint 2013.  A lot of the data was being organized so it was quite a granular move utilizing one of the common 3rd-party migration tools Metalogix Content Matrix.  Of course some of the SharePoint lists had been customized with InfoPath.  While this is fine, I went to move the list with the migration tool, and all went fine until it tried to move the customized list form template - template.XSN.  It refused. This post details exactly what I did next to work around this!   

Wave Goodbye to Power BI in Office 365, We Won’t Miss You

imageAs it happens with Microsoft products, there are two competing versions of the same thing and eventually one gets phased out. Now it’s Power BI for Office 365’s turn. It had a good run, but Microsoft is finally killing off the initial iteration of Power BI to let its new service move in and run the show. Continue reading as I walk you through What is Power BI, how we got to this point, and what can you do moving forward in your Business Intelligence efforts.

How to Use Date Tables and Auto-refresh Online Data Sources in Power BI

Date tableIf you’ve been paying any attention at all to the world of business intelligence lately, you’ve seen the shift of Microsoft Power BI from the service built-in to Office 365 to the standalone offering from http://powerbi.com.  In today’s post, I want to show you how to leverage the Power BI service and construct your data source so that you can have date tables and OData sources that you can configure scheduled refreshes on. 

Dynamics CRM Online - The User ID Associated With The Current Record Is Not Valid

A client recently found he could not enable a user he needed to use in one of our sandbox organizations. Every time he tried, he got “The user ID associated with the current record is not valid”. This blog explores the fix.

Microsoft Ignite 2015–Day 5

imageIt’s been a packed week at Microsoft Ignite, and in this final post of my daily recaps, we’ll validate the awesomeness of Visio for dashboards and data-connected data graphics, review the common problems encountered when performing the initial configurations of Office 365 service for your organization, and finally share how search works in SharePoint 2013 plus how to scale it properly.

Microsoft Ignite 2015–Day 4

imageAs we near the end of Ignite, day 4 was still filled with some great technical sessions.  I’ll give you a rundown of everything from SQL High Availability, best practices for branding and page design in SharePoint Online to scaling SharePoint 2013 search.  One of my favorite sessions that I’m excited to share dealt with navigating the landscape of Office 365 tools. 

Microsoft Ignite 2015–Day 3

WP_20150506_08_20_14_Pro_smIf you’ve been wanting to get some more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt and Shane Young on upgrading to SharePoint 2013, then I’ll dangle some awesome new not yet released tools for Dynamics CRM and Office 365 straight from the mouth of the great Girish Raja.  I then got some great insights from the master Spence Harbar himself on OneDrive for Business migrations, then rounded out the day diving deep in the new hybrid search service application for SharePoint 2013 / 2016.

Microsoft Ignite 2015–Day 2


In today's tales from the field, I take you through each session of my day, but also give you a quick look back at something I omitted from the day 1 keynote.  The sessions cover the gamut from information architecture and governance, to search, to OneDrive for Business and best practices for farm solution development. 

Microsoft Ignite 2015–Day 1 Recap

Spring in Chicago - Ignite 2015It’s still spring time here in Chicago, but it’s also time for Microsoft’s first ever all-in-one product conference named Ignite.  Throughout the rest of this week, I’ll do my best to share with you insights from the day, and highlight innovations or other content I thought was interesting.

What is Ignite?

This Ignite conference is the first (but not last I’m sure) time Microsoft is taking most of all of the other individual product conferences and bringing them all under one roof.  These include TechEd, Exchange, SharePoint, etc.  Content and information is being shared across all 5 days this week, ranging from the normal breakout sessions to hands-on lands, ask the experts sessions with the product teams, exam preparation and certification testing, live-streaming from Channel9, community theaters and of course the expo center.  New this year also is the MyIgnite mobile app, providing the same experience from the web to your mobile device with maps, session info, your customized saved calendar and other goodies. 

4 Reasons Why You Should Use Excel to Create a Survey

SNAGHTML13b5de3Maybe you didn’t even know, but if you are using Office 365 or OneDrive, you can use Excel to create a survey, share it with others, and easily get the results.  This blog details why you should use Excel to create a survey.  Using Excel won’t be for everyone depending on your requirements, but it does serve a purpose in the landscape of survey tools. Find out what you didn't know before! 

Dynamics CRM – Spring 2015 Related Products Roadmap

Many improvements to Dynamics CRM were announced last week at Microsoft Convergence 2015. But CRM isn't really just one application anymore - there are a host of things that companies need to consider in order to work together better both externally with customers and internally with employees who are striving to serve those customers.  This article looks at recent and upcoming improvements to Microsoft Dynamics Marketing (MDM), Social Listening, Parature and Unified Service Desk; as well as some of the more standard products such as Excel, SharePoint and Outlook.

Collaboration at Microsoft Convergence

A lot of exciting information is being shared this year at Microsoft Convergence in Atlanta, GA.  This post summarizes the highlights of day 1, with a focus on the sessions that discussed working together better inside and outside of the organization - customer and employee engagement.  We will pay particular attention to the discussions around collaboration in this post.

How to Add Existing Office 365 Users to an Azure Subscription

Microsoft AzureMaybe you’ve heard of Microsoft Azure, maybe you haven’t.   In today’s article, I’m going to walk you through the process of wiring up your Azure subscription to work with your Office 365 Organization accounts as well as Live ID. 

Microsoft Can Do Cool!

Mobile SurfaceLove them or hate em, like them or not, it can’t be ignored that Microsoft has been making some big splashes lately. We've started to reflect on how the software giant has been putting out some pretty cool stuff that truly improves someone’s daily life or job. Let us share some Microsoft tech that impresses us.  Read this blog to get the list.

Fix the Attempted Operation Failed in Outlook with RSS Feeds

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This blog covers the simple fix for the common issue of no new items in the RSS feeds feature in Outlook.  Have you tried to just right click on RSS Feeds and add a new feed, only to get lovely error “The attempted operation failed.  An object could not be found”?

 

Steps to Resolve the SharePoint Error “Sandboxed code execution request failed” When Configuring CRM Integration

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After getting a client's SharePoint available on the public interweb and thus available to CRM, we installed and activated the list component. But when we went to an Opportunity or other entity that was configured for document management, it would throw an error...

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.

The Salesforce and Microsoft Partnership – Part 2 – What it means to the companies and to the market

After the article we published yesterday, a number of people have asked what the Microsoft/Salesforce global partnership announcement might mean for Salesforce and Microsoft as companies (rather than as CRM products).  Financial details of the deal were undisclosed, so we can only speculate.  Here are a few quick thoughts for discussion:

The Salesforce and Microsoft Partnership: What It Means To You

Microsoft Plus SalesforceOn May 29, 2014, Satya Nadella (CEO of Microsoft) and Marc Benioff (CEO of Salesforce.com) announced a global strategic partnership between the two firms.

As one of the very few organizations certified on both platforms and providing in depth books and digital training on both platforms, C5 Insight is uniquely qualified to comment on this announcement and what it might mean for the customers of both products.  So what has the scuttlebutt been around our office and among our clients on the topic?

15 reasons to choose Office 365 instead of an on-premise alternative

Starting with one of the most important factors in choosing a cloud service, security has been the big stumbling block for many companies considering a move to the cloud. Microsoft's online services have been designed with security in mind.

After security, the most commonly mentioned area of concern regarding cloud services is reliability. Downtime means lost worker productivity and ultimately costs companies money.

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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.