Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams
What's your business strategy for dealing with coronavirus COVID-19 and the economic impact? C5 Insight is taking steps to protect our clients and communities, and to lead the way with creating more resilient digital workplaces.
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Still managing projects using an Excel document? Learn how SharePoint task lists provide a better way to manage projects and empower your team.
Attention SharePoint Power Users, did you think Microsoft removed your ability to bulk edit? Read these step-by-step instructions to learn how to use the right views for bulk editing.
Before you enable the update in production, we highly recommend testing the changes first in a test environment. If you are not sure if you have a test environment, as an online customer you get one. Go to the Power Platform Admin Center, if needed, create your sandbox environment and then copy your production environment to your new sandbox environment.
Learn about one of the most overlooked but helpful features of Microsoft Teams: Org-Wide Teams. Learn more about its functions, like Inclement Weather Notices, that may appeal to you and your organization.
As of 7/1/2019, Microsoft announced the availability of Microsoft Forms Pro—the “pro-fessional” version—but what does that mean? What’s the difference between Microsoft Forms and Forms Pro? Let's discuss the differences screen by screen so you can make the most informed decision.
Do you ever leave work feeling like you didn't accomplish anything? Well, maybe you didn't! Microsoft has decided to make MyAnalytics available to almost all Office 365 subscriptions so you can start being more efficient at work, today.
Here around the halls of C5 Insight, we talk a lot about working together better—but what does that mean? We strive to provide strategies to connect, communicate, and collaborate both efficiently and effectively with those who will listen. Let’s talk about one of the platforms we recommend to foster both collaboration and communication in the digital workplace...
If you live in the Microsoft world, like I do, you likely know about Visual Studio Code – a lightweight, but very powerful IDE developed by Microsoft to leverage current code technology. Learn a quick, but not so obvious, tip on how to adjust the code formatting.
If this blog title captured your attention, then you are very likely aware of the problem. It seems like just yesterday I could go into a document library, right click on a file, and Copy shortcut. Those days have past and now we get a whole list of confusing options to choose from. Is it possible to just get a regular link? I’ll show you three ways how...
Sooner or later it will happen to you. You will setup a new SharePoint list and want to customize the form. Your first instinct might be to bust out InfoPath. Don’t do it! PowerApps is the new orange. Learn how to add the "Save" and "Cancel" buttons back to the bottom of SharePoint forms with PowerApps.
The debate between Yammer and Microsoft Teams is an age old question for Office 365 users; when do you use one over the other? The question is imminent if you haven't asked it already. I understand, they are both social tools. Let’s take a deeper look and try to answer the question from a non-technical perspective...
I’ve noticed a lot of questions related to filtering email attachments lately in the Microsoft Flow Community. For example, a user gets an email and only wants to save the PDF/DOCX/XLSX (excluding images) somewhere. Whether you save them to OneDrive for Business, a SharePoint site, or even a local file share, this video will show you how to accomplish that task. Follow along as I walk you through the process, step-by-step...
Have you created a document or file recently that you want to share with limited access to others? Sharepoint "View-Only" permissions have caused some confusion when it comes to file sharing. Find out why the "View-Only" permission doesn't do what you think and how to properly secure your documents by preventing them from being downloaded.
I think we all have been there – we are working on a beloved Microsoft Flow, doing any number of updates or other actions, when it happens...You use a value that is a multiple-value array like a choice column in SharePoint and Flow automatically wraps your action in a ForEach control. What just happened?
C5 Insight today announced the acquisition of SharePoint Revolution.
Spam is always invading our inboxes and sometimes the validity of emails is harder to decipher than not. Blackhats are constantly working to dupe everyone with extremely real looking emails. To avoid potentially harmful situations, adding warnings to an email's subject line or body content helps prevent unintentional malware infection. Let’s create some warnings before someone really screws up!
One of my clients running SharePoint 2013 on-premises contacted me with a strange issue. They had some SharePoint 2013 platform workflows that were getting suspended and wasn’t sure why. We got past that initial issue, but what I wanted to talk about today is what we did with all the active workflows that were suspended. Learn how I use PowerShell to make all those workflows resume instead of resorting to canceling them...
With any LUCK, I’m sure your users are actively using SharePoint search to discover and find content. Sooner or later they will struggle to find whatever it is they are looking for. Search is after all only as good as what you put into it. Utilizing crawl rules can quickly create relevant results, thus, increasing the likeliness that users keep using search.
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...
Microsoft Flow has an exhaustive list of available options, connections, abilities, etc. to make our work lives easier. Here, I am using Flow to make our lives fuller. By connecting Flow with Yelp, natural language chatbots, and a bit of AI, the question of "Where to eat?" is now answered by this multifunctional technology.
Microsoft Flow is like an open source toolbox. If you know what tools to use, Flow has countless connectors and custom use-cases to equip you with new solutions for your next project. With minimal coding, learn how to extract Yelp data as prospective customers and feed that information into the Leads area of Dynamics 365.
You’re using Office 365, you get the deal. You’re on a road-trip and Microsoft is telling you what kind of car you can have while letting pick if you want GPS or not. The Office 365 suite certainly does provide tangible and measurable benefits that alleviate a lot of headaches for many organizations. Having said that, all is not so simple or easy in Wonderland, is it?
I had this come up with a client recently and wanted to be sure to share the easy resolution given the vague information out there on this topic. This just reminds me how important it is to not just blindly troubleshoot the symptom, but investigate fully before continuing in your attempts at resolution.
We work with a lot of clients and from time to time, many aren’t ready for metadata. They agree that files are difficult to find and there are a ton of nested subfolders, the users just aren’t ready to use metadata instead of those folders. Are we resigned to living in the time-wasting droll of having no idea if the subfolder they are clicking into will even have files in it? No!
I’ll show you two quick ways to alleviate the pain of the hunting and pecking users are forced to do when they don’t use search and trying to find a certain file.
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.