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Posts Tagged 'Export'

We are pleased to present below all posts tagged with 'Export'. If you still can't find what you are looking for, try using the search box.

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.

5 Keys to Protecting Customer Data in CRM

Concerned about how to protect your customers and the data in your CRM system?  So are many business executives.  But you may find some surprises in the 5 keys to protecting one of your most valuable assets.

Quick Tips for the SharePoint Chart Web Part

SharePoint 2010 Chart Web Part

On a recent project I got to work with the out-of-the-box (OOTB) Chart Web Part in SharePoint 2010. My team just needed to chart some simple data, nothing fancy, but we had some fairly specific styling requirements. We tried Web parts from other vendors they already had and got close, but we just couldn’t get there. Luckily we were upgrading to Enterprise anyway, so that allowed us to use the Chart Web Part that comes with SharePoint OOTB.

Dynamics CRM 2011’s Awe Inspiring Excel Export and Import Capabilities

Have you ever been working in CRM and wish you had a way to quickly create (or update) a bunch of records just like you can in Excel?  In many cases individuals just starting to use CRM are more comfortable with Excel spreadsheets and find that, while CRM offers many benefits over Excel, entering and updating records using Dynamics CRM can feel like it is slowing them down.

With Dynamics CRM 2011, Microsoft has rolled out significant enhancements for exporting and importing Excel data that makes data entry in Microsoft Excel a simple process for any user.  Read on to understand how this functionality is designed and how to put it to use!

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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.