Along with the rest of you, we have been waiting (im)patiently for the go ahead to test out the April 2019 update. Information has been slow to unfold, but a post on CRMUG prompted me to do a little digging. Here is a quick walk through of how to update Microsoft Dynamics 365 Customer Engagement using a test environment in 7 steps.
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I had this come up with a client recently and wanted to be sure to share the easy resolution given the vague information out there on this topic. This just reminds me how important it is to not just blindly troubleshoot the symptom, but investigate fully before continuing in your attempts at resolution.
We work with a lot of clients and from time to time, many aren’t ready for metadata. They agree that files are difficult to find and there are a ton of nested subfolders, the users just aren’t ready to use metadata instead of those folders. Are we resigned to living in the time-wasting droll of having no idea if the subfolder they are clicking into will even have files in it? No!
I’ll show you two quick ways to alleviate the pain of the hunting and pecking users are forced to do when they don’t use search and trying to find a certain file.
Microsoft recently released Playbooks for Dynamics 365 for Sales. But the functionality isn't likely to live up to user or administrator expectations. In this article we take a look at this functionality, how it works, and the shortcomings you need to know about.
Have you ever been using a SharePoint calendar with recurring events then noticed some events started showing with a title of “Deleted:”? I’m going to show you a quick way to hide these events from a view.
🍀 Happy St. Patrick's Day! 🍀
Learn why St. Patrick's Day is so important for customer and employee engagement!
I know that Office 365 and SharePoint are all that we seem to talk about today on Twitter and everywhere else. But I do still work with some clients using SharePoint on-premises and they needed some help recently. I was finally able to overcome and I want to share my struggle for others to benefit. I’ve seen examples of doing things like this in server-side code but not PowerShell.
If you are like my unfortunate client, your installation of Office Web Apps (or WAC) was humming along just fine until that one day comes that you wish you never got out of bed. This turned out to be a simple fix but took some hair-pulling to get there so let me share my journey.
There you are, minding your own happy SharePoint administrator business when you start getting calls from users stating that they are no longer getting alerts. Others report issues with workflows not working. What’s going on? Turns out to be a simple issue, let me show you how I got there.
Are you trying to find a problem to fix with SharePoint or Dynamics 365? Then you might be a hammer looking for a nail...
As you are likely aware Office 365 provides a wealth of abilities to review reports of all the activities that users (and admins) are doing in Office 365. Recently we were using this to get download activities from SharePoint but hit a snag when trying to restrict the results to a specific site. The answer was actually backwards to the interface.
When creating any Microsoft Flows, sooner or later you are going to need to use values from user profile properties like Email Address, Name, Department, etc. You are wondering two things:
Once you know those two things you can know if you need to do additional steps to accomplish your requirements for your Flow.
Have you ever talked to someone who says, “Searching SharePoint is so easy – I find exactly what I’m looking for every time!”Me neither.Why the gap? And what can be done to close it?Your Intranet is not Like the InternetThe internet (let’s call it the web to avoid confusion) is not like your SharePoint intranet. The web is full of general information and when you’re searching it, you’re usually looking for general results. It is also powered by people who are interested in having their stuff fou ...
If you are still using SharePoint on-premises, then you will almost certainly be using workflows based on the 2010 workflow platform. These would include all of the out-of-the-box workflow reusable templates like Approval and Collect Signatures.
Recently I needed to change the start parameters of a workflow template that was deployed in a site template so there was a copy of the workflow in over 1,000 subsites. Of course I turned to my trusty friend PowerShell.
If your organization is using Dynamics 365 Online or is considering moving to online, there are a few things you need to know and consider about the upgrade cycle. This blog pertains to Sales, Marketing, Customer Service, Field Service, and Project Service Automation.
Lately I have had several occasions where deleting or importing a managed solution has removed groups and their subareas from the Microsoft Dynamics 365 Customer Experience (from here on out known as CRM) sitemap. The sitemap is the area at the top of CRM used for navigation. The two groups that seem to be affected are under Settings. The Process Center group, which contains the subarea Processes where workflows, business process flows, dialogs, task flows and actions live. The other group getting the smack down is Applications where the subarea My Apps typically hang out.
If you are using Office 365, you are likely very aware that with Microsoft at the controls, they are frequently making a lot of changes. Sometimes that’s a great thing and sometimes that’s not but on the whole it's a relief to not have to deal with an on-premise environment. Every month or so, Microsoft releases news about the recent changes that are being released. After going through February 2019’s update, I noticed a little but awesome change I wanted to call out regarding Microsoft Planner.
Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.
I’ve been involved with SharePoint for probably 12 years, and as a consultant daily for 9 years. In all of that time, I would say the most common thing I see my clients and others struggle to understand is the concept of metadata. What is it? What does it mean? I’ve often times explained it only to have someone say “Can I come by your office later and you explain it to me?”
Today I will do my best to put it in simplistic terms for relevance to SharePoint.
According to AIIM and Gartner, companies report that 53% to 80% of their content is ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete). ROTII results in poor search results, duplicated work, decisions made on bad information, and frustrated users - in other words it destroys productivity, profits and satisfaction. Let's look at how to identify and clean up your ROTII.
I recently had an interesting issue with a client’s SharePoint environment that I wanted to hopefully help someone else out as it wasn’t the most intuitive cause. What do you do when you try to save list items or InfoPath-customized list items and it fails? It turned out to be really simple if you know what to look for.
Home improvement work in my house means dial 1-800-ask-Dad. I'm all thumbs, but my Dad is a skilled professional. Watching Dad do his thing a few weekends ago got me thinking about how this relates to our CRM Sales Reps. Are they all thumbs like me, or skilled professionals like my Dad - and how do we help them improve?
Struggling with CRM adoption? Maybe it's time to start acting like a 4 year old! Learn why...
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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.