Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams
With most clients I’ve worked with over the years, I inevitably get asked the same thing sooner or later – “what’s workflow?" Or it’s “teach me about workflow,” or “how do you customize an default workflow?"
With this blog series I want to try to take explain some core concepts of workflow, then give some direction on creating them, the interface, customizing the default ones, some best practices and some ideas on extending them. Sounds like a lot, and it is! There are 2 and 3-day training courses just on workflow, but my goal is to give you some basics and direction to get you going with your adventure with SharePoint workflows. I won’t go into many step by steps on building a sample workflow, but I want to help you started.
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This post will the first of a 4-part series on how you and your organization can begin to build a better intranet. In this first post, we will ask the question of "Why do we need a better intranet?", and give you 4 areas that have changed dramatically, and why acknowledging and addressing them is one of the keys to a successful intranet.
Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.
Are you considering an intranet project? Or do you have an intranet that no one wants to use? Creating an intranet that your team loves to use doesn't require a PhD, but it does take some time and patience. This article include 3 simple secrets for intranet success.
Recently Microsoft gave all document libraries in SharePoint Online an overhaul. Some call it “modern document libraries”, others refer to it as the new library interface experience (or UI experience). I want to give folks a more granular walkthrough of the experience, and in this post I want to call out some important differences and changes you should pay attention to.
We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.
Successful digital transformation projects result in better employee engagement and customer experiences. But most attempts meet with failure.
This infographic is an overview of the potential – and perils – of digital workplace transformation.
Discover the missing step needed to uncheck the default "overwrite existing files" for uploading documents to a single document library.
Failure is a great teacher, isn’t it? And with 63% of all SharePoint projects stalled, struggling or failing to meet expectations (AIIM), you’d think everyone would be learning a lot, right? Well, the collaboration struggle is real, and it’s still going strong today. Are you struggling with SharePoint?
Earlier this March, all the long hours and late nights of the Microsoft SharePoint team came to fruition with the announcement of the release of SharePoint 2016 on May 4, 2016. As you start planning for a potential migration to SharePoint 2016, we have put together a checklist to ensure your project success. Continue reading to understand how projects fail and how to avoid this fate!
SharePoint has had “Announcements” for a very long time now. The idea is good, you want to let people know what’s going in your department, division, location, site, project, whatever the case might be. You put the Announcements on the homepage of your site, but they don’t exactly blow you away. Today I’m going to show you an easy way to use Announcements for Critical News that will with style that get a lot more visibility.
SharePoint Add-Ins, though very interesting, are very tricky. Let me get directly to the point. If you are developing a SharePoint Hosted add-in, that needs to make a call outside the app web, be it host web or any other API call, there are certain things that need to be completed. Otherwise, you will have everything in place but will keep producing the Error-Not Found message when you run your SharePoint hosted add-in.
Focus on Content was a feature that emerged with the release of SharePoint 2013 and is also in SharePoint Online. What this little button does is hides some structural parts of the rendered page to allow more room for the library, list or page content. With custom branding, you might have issues.
I’ll show you a quick and easy way to overcome this and get your users more screen real estate!
With the imminent release of SharePoint 2016 in the coming months, now is an excellent time to reflect on the current landscape of BI.
Does this sound familiar? “I need a cool dashboard for manager and other executives. Can SharePoint do that?”
This post will outline options and give guidance when you have SharePoint and are looking to enhance with graphs and charts to build dashboards.
Eat an elephant. Put down the hammer. Be lazy for a day. Yes, we're seriously writing about these topics, and how they can help your organization achieve a successful digital transformation. Read on for 10 impactful tips that you can start using today.
The Digital Transformation is coming - is your organization ready? According to recent studies, there are 5 key areas to prioritize for a successful digital workplace. But - spoiler alert - digital is not all about technology. Read on to learn about how better understanding people - and failure - will truly lead to digital success.
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.
One habit that prevails through any vertical is to be efficient at what you do – work smarter not harder right? In the land of PowerShell (or any development for that matter) that is a vital lesson to learn! Something comes up and you need to turn to code or PowerShell to accomplish said task and you need to take care of it quickly. In today's post, I'll show how to use PowerShell to call an existing web service to do all the hard work for us and save us tons of time writing a new script from scratch.
So what's different about this discussion of SharePoint Add-Ins? I've learned that many other articles are written with the highly experienced in mind. This blog is for beginners, wondering how and where to even start. Ready to dive in?
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!
Years ago we discovered something very special – some might even say a “secret ingredient” – to creating and building lasting and productive relationships. It's a new and unique approach to ultimately creating purpose, happiness, and engagement, and when applied within an organization, new ideas and innovation (which ultimately affects revenue and profit as well). We realized that this “ingredient” was actually composed of four very distinct components, that had to be applied in a specific way in order to create the final product of LUCK. Read on to learn how to bring LUCK to your business.
Next week, both of C5 Insight’s Managing Partners will be at CRMUG Summit in Reno, NV discussing both CRM and Collaboration failure. The truth is, over the last 5 years or so, we have become somewhat obsessed with failure, not necessarily by choice, but because nearly 60% of all new client work for us is what we call CPR work - in other words, project rescue.
The truth is, the “training” methods we have been using for decades are dying. And if your organization is still hoping to train users on SharePoint, CRM, or any other technology by sitting them in a room to watch recorded videos or a live individual, I want to offer some suggestions that I believe will transform the way end users adopt and learn new technology.
If you keep up with SharePoint news at all, you have very likely heard that Microsoft recently dropped the beta 1 build of SharePoint 2016 (or more affectionately called the IT Preview) to much fanfare. With the release of the public beta, there are lots of folks in the community who have written about these new features and how to install it. In today's blog I want to discuss the initial highlighted features that are removed from the SharePoint 2016 preview.
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.