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Malcolm McAuley's Articles

Feature Review: Personalization Settings in Dynamics 365

In this blog, we show you some of the key personalization features in Dynamics 365 and how they can support users in their day-to-day use of the platform.


Feature Review: Understanding the Model-Driven App Sitemap

The sitemap is a critical aspect of user adoption and engagement. Here's how to configure your system to be nibble and logical to best support your team.

Feature Review: Dynamics 365 General Navigation

In this blog, we provide a brief overview of the left and top-level Microsoft Dynamics 365 navigation options.

3 Tips to Help You Keep Up With Application Evolution

Struggling to stay up to date business platforms, tools, and tech? Learn three tips on how to capitalize and organize all of the information you find online.


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How to Survive After Your CRM System Goes Live

Your system is up, running, and live! Are you ready to support all of your new users' needs? Here are four insights to prepare for your CRM launch.


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7 Tips for Managing Effective User Feedback

Building a framework for user feedback helps foster a culture of collaboration when it comes to system evolution. Learn how to collect better user feedback.

black and white little kid yelling into mic managing user feedback


SOS: How to Manage the Urge to Implement Everything You See

How do we determine if we really need that new feature or function that we hear about so often? Here's how to strategically evaluate the next "big shiny object" you come across.

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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.