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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

SharePoint Workflow 101 Part 1: Intro and Core Concepts

SharePoint for Business Process AutomationWith 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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4 Reasons Why Your Intranet Is No Longer Effective

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.

 

Ask why

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6 Ways an Intranet Fosters Collaboration

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.

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How to Tell if Your Users Hate Your 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.

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Walkthrough of SharePoint Online Modern Document Libraries

SharePoint Online new library experienceRecently 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.

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Infographic: 6 Surprising Statistics About Listening to Customers

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.

Infographic - Big Data and Omni-Channel Listening

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Infographic: Digital Transformation

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.

Mini Infographic - Digital Workplace Transformation

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One Missing Step to Uncheck Overwrite Existing Files in SharePoint

Discover the missing step needed to uncheck the default "overwrite existing files" for uploading documents to a single document library.

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I’ll Be Online Next Week At Collab365 Delivering The Deadly Sins of SharePoint

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?

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Upgrading SharePoint: Everything You Need To Know For A Successful Transition

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!

 

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How You Make SharePoint Announcements Grab Attention Easily Using CSR

How You Make SharePoint Announcements Grab Attention Easily Using CSR

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.

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SharePoint Hosted Add-In: Error- Not Found

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.

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Easily Apply Custom Branding with Focus on Content in SharePoint 2013

imageFocus 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!

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SharePoint Hosted Add-Ins : Beginners' Steps

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By definition, Add-Ins are self-contained extensions, which means the code written for the Add-ins will not reside on the SharePoint server. This article will cover a recommended approach to developing an Add-In. So if you are a beginner and wondering how and where to start, then you are at right place.

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How to Better Understand BI Capabilities in SharePoint

imageWith 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.

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10 Tips For a More Successful Digital Workplace

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.

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Why Digital Transformation Is The Next Great Struggle

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.

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Nintex in 2016: What’s New and the Road Ahead

Nintex Workflow for Everyone
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. 

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Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

Use PowerShell to Call a Web Service - Don’t Reinvent the Wheel!

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.  

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SharePoint Hosted Add-Ins : Beginners' Steps

clip_image002So 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?

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How to Migrate a SharePoint 2010 InfoPath List Form to SharePoint 2013 or SharePoint Online

Migrate InfoPath list form error
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!   

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A Little LUCK May Be The Secret Ingredient For Collaboration Success

imageYears 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.

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C5 Insight Will Be At CRMUG Summit Next Week Talking About CRM and Collaboration Failure


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. 

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Seminars or Snippets - Are You Training Your End Users Wrong?

imageThe 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. 

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What’s Missing from the SharePoint 2016 Preview?

SharePoint 2016 IT PreviewIf 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.

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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.