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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.
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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According to AIIM and Gartner, companies report that 53% to 80% of their content is ROTII (Redundant, Outdated, Trivial, Inaccurate or Incomplete).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!
The struggle is real: Over 60% of CRM projects encounter challenges to adoption or even outright failure. Apply this simple lesson when you (re)start a CRM project to ensure success.
Workplace celebrations are more than just fun - they create a culture where people are more likely to innovate, engage, and put in extra effort when needed. Here are 6 ideas for celebrating more, and better, in your workplace.
Organizations are often making big investments into digital customer and employee engagement - without understanding the return. In this article we explore the ROI of a people-centric digital workplace.
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.
When it comes to task management in Office 365 and SharePoint Online, you have three choices:
Which you use really depends on your requirements and how many people you are collaborating with.
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.
The struggle is real: over 60% of CRM projects fail to gain user adoption. There are plenty of blogs out there on how to get users to adopt. Today, let's look at the reasons why users don't adopt, and understand the myths and realities beyond these reasons.
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!
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.
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.
Just like getting fit takes more than buying a fitbit and some exercise equipment, adopting CRM takes more than good technology and training. It takes teams, commitments, accountability, setting goals, and celebrations. Walk with me through a CRM burpee challenge to improve your adoption...
Why track my activities in CRM? And why have goals around activity tracking? They're fair questions. Let's take a look at 12 reasons why activity planning and tracking in CRM can be critical for you and your company.
This week I got to witness first hand how a successful Sales Rep is using OneNote and Dynamics 365 to effectively capture notes during the sales process. Below are the insights that came from a follow-up interview with the Rep.
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?
When installing the Outlook App for Dynamics 365, you can sometimes get an error, "We’re sorry - Sorry something went wrong. Please try again or restart the application. Error code: Error_Message_0x80070000". In this article we will look at how to install the Outlook App for Dynamics 365 and get around this error.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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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.