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From the category archives: Customer and Employee Engagement Blog

Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams

What the Heck is a Scope in Microsoft Flow?

What the Heck is a Scope in Microsoft Flow

If you’re reading this, I am assuming you already know that Microsoft Flow is the future and replacement of workflows in SharePoint.  It is an extremely powerful process automation and integration platform helping to bridge the gap between many Microsoft services and many others.  After using Flow for a while, you soon notice this other option called “Add a Scope”.  What does that do?

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R.I.P. SharePoint Site Content and Structure (In Office 365)

SharePoint Site Content Deprecated

Microsoft has deprecated the not-so-beloved Site Content and Structure in SharePoint (for Office 365 users).  What does this mean to your organization?

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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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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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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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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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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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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

Has technology made time management more difficult than it used to be? Learn one rule to simplify task management for you and your team.

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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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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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Sharing is Caring: Share Knowledge and Transform Your Business!

Organizations that freely share knowledge internally are the ones that tend to bring new innovations to market faster.

Knowledge Sharing with SharePoint

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Privacy vs Personalization: Finding the Balance

GDPR CRM Privacy 

Big data makes it possible to serve more people than ever before. New privacy laws and regulations are regularly being passed to protect us from potential abuses. How can organizations balance the benefits of big data with the need for privacy?

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Make No Mistake: PEOPLE Drive Business PROCESS

Getting people to adopt new processes is almost always a challenge in business.  Why is that?  Maybe it's because we so often forget the role people play in defining and re-defining processes.  In this article we look at why processes should be people-first.

Change Management Customer Experience Employee Engagement

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The Powerful Impacts Of Enterprise Social Networking

The days of searching through filing cabinets, looking through handbooks, printing memos, sending documents via email and departments resisting the need to share information with other departments are GONE Employees need up-to-date information accessible on a laptop, mobile phone, or PC.

Successful Enterprise Social Collaboration

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5 Ways to Create a More Collaborative Workplace Using SharePoint

In today’s workplace, a company’s staff is not limited to employees who come into the office every day. Remote employees (often in their PJs) need to be able to work both independently and on a team.  When people are across the hallway or across multiple time zones, they still need to be able to work together.


SharePoint Collaboration

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Custom SharePoint User Profile Property Not Showing in Search

This is another issue from the trenches as I was working with a client of mine recently with a disconnect between the SharePoint User Profile Service and Search.

Custom User Profile Property Not Showing as Crawled Property in Search

The fix is surprisingly simple, and you will face palm once you realize what the cause is but I thought it was important to document for others.

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Digital Leadership: 7 Tips for Better Internal Communication

The way we are communicating is changing. And organizational leaders are struggling to keep up.  Let’s take a look together at 7 simple tips, culled from business leaders that we have coached, for becoming a more digitally engaged executive in your organization.

Digital Leadership Engagement Tips


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Digital Transformation: Start With Why

Digital Transformation. It's a long journey.  And, for many companies, the journey doesn't end well.  Here's a simple exercise to help you make your digital journey more engaging ,and better adopted, for the entire team.

Bullseye - undetstanding why your digital workplace project matters

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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.