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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

Know Your Audience: The Simple Key to SharePoint Support Success

SharePoint Support Success

 

Sometimes in our role as Consultant, Administrator, or User Support, we go so deep in developing technical skills, that we lose perspective on softer skills that could be holding us back. Today I was reminded of one of those simple skills that it is easy to lose sight of.

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SharePoint Document Management in 6 Steps

When introducing SharePoint, start with something that will benefit all users, and that is easy to manage. Start with Document Management.  Here are 6 steps to get started with SharePoint for document management. 

Document Management in SharePoint

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Mapping SharePoint Task Lists to Microsoft Planner

When it comes to task management in Office 365 and SharePoint Online, you have three choices:

  1. Microsoft To-Do
  2. SharePoint Task lists
  3. Microsoft Planner

Which you use really depends on your requirements and how many people you are collaborating with.

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Expand SharePoint Multi-Line Text Fields in SharePoint On-Premise

Ever wish you could resize columns in a SharePoint view?  In Office 365, your wish has been granted.  But in SharePoint 2010-2016, it’s not. 

There are various ways to fix this, but most require JavaScript.  I prefer the CSS way as I always like to have a no-code solution, so let's take a look at how to use CSS to show multi-line text columns in your view.

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Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

Quick Tip - Automatically Add Wildcard To Conditional SharePoint Search Queries

One of the hardest things to do is to train users on how to query SharePoint search effectively.  Here's a quick way to give users a helping hand when using search to automatically include a wildcard * in the query.  Small steps add up to great adoption!

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Microsoft SharePoint: The Facts and Nothing But the Facts

About Microsoft SharePoint

There is so much information available about SharePoint that sometimes it can be confusing to understand exactly what it's all about.  Here is a very quick introduction to the facts about Microsoft SharePoint.


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8 SharePoint Benefits for Document Management



Does your team struggle to store, find, share and update documents?  You're not alone - Harvard Business Review reports that employees can spend as much as 20% of their time just trying to find the documents that they need to do their job.  Let's look at how SharePoint Document Management can help you solve this problem.

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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

Tell the truth – does your task management system look anything like this picture?  Or, are you a manager and see many of your people managing their tasks like this?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

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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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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.