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.
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!
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”.
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.
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?
Organizations that freely share knowledge internally are the ones that tend to bring new innovations to market faster.
It’s a fact: using images with your SharePoint blogs and articles improves readership. But finding just the right image can be tough – particularly if you don’t have a budget. Here are some websites where you can download free images that are professional quality.
Digital transformation is like the timeless question: what came first, the chicken or the egg?
Today I’ll show you how to use Office 365 Forms, Microsoft Flow and Dynamics 365 to easily create a form that adds a new lead record to CRM.
Microsoft Dynamics 365 now has two different versions of Outlook integration available:
Yes, those names are confusing. But choosing which one to use, and the right time to make the change, can be even trickier. Read on to understand the options and make a good decision about the best timing for your organization.
Who would have guessed the frustration that the tiny little QUALIFY button on the Lead form in Dynamics 365 could cause! In this post, we take a look at a better solution for qualifying and converting leads in Dynamics 365 for Sales.
If you have a field service delivery team, Microsoft Dynamics CRM field service management has a lot to offer. This article and one minute video provides a rapid overview.
Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.
This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.
Microsoft has been quietly expanding the functionality in the mobile version of Microsoft CRM. Now Microsoft CRM Mobile is truly a cross-platform mobile app that any mobile sales, service or marketing worker will want to use. This article and video provide a brief overview of Microsoft Dynamics CRM's mobile capabilities.
Microsoft Dynamics CRM 2016 includes the Interactive Service Hub. Dashboards, views, forms and the knowledge base have all received significant upgrades. These features are expected to begin appearing the sales and marketing areas of CRM beginning in 2017. Tune in for this 90 second overview of the Interactive Service Hub.
Using Microsoft CRM and need to create reports, dashboards, mail-merges or do more efficient data-entry? This article and video summarize the Microsoft Excel and Microsoft Word integration with Microsoft Dynamics CRM 2016.
Using Insights by InsideView for Microsoft Dynamics CRM, and tired of having to click "Continue as User"? This article walks you through updating your browser settings for Microsoft Edge or Microsoft Internet Explorer so you can bypass this pesky login process.
If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes. This 3 minute video provides an overview of business process flows.
Want to change the colors in Microsoft Dynamics CRM, but frustrated trying to find just the right color?
Read on for a quick tip on how to update the colors of Your Dynamics CRM layout!
A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM. Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created. We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.
How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity? This article offers 6 options.
Everyone wants to know which of their accounts have not been followed up recently. But using the Neglected Accounts report is just sooo 1995. Nobody uses reports anymore – we want everything as a view, chart or dashboard! But until the most recent release of Dynamics CRM, the only way you could create a Neglected Accounts view was thru installing add-on products or developing code.
Ever received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution? You know those website URLs are locked up inside of the email addresses, but you need to get them imported in a hurry, so you just import it without concern for the website. The problem is that the website can contain critical information. This article explains how to use an Excel formula to quickly pull the website URL out of an email address before importing into your CRM solution.
One blog reader recently asked us about affordable options for migrating data from CRM 2011 to CRM 2015 when upgrading. This article provides a number of options to consider.
I just spent most of a whole day trying to find clear, straight forward instructions on how to connect my Outlook to our new Microsoft Dynamics CRM 2013. Luckily for you, I have decided to compile the following set of instructions that walk you through how to connect yours.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.