Security Roles are one of the trickiest parts of the configurating Microsoft CRM. We've run into several situations where a very non-intuitive security role setting was resulting in users saying "I cannot reassign an activity to another user" (or a case). Fixing the problem takes 15 seconds if you know where to look - or hours of frustration if you don't.
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.