Follow Us: facebook twitter linkedin

Posts Tagged 'microsoft'

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

Geoff Ables Receives Microsoft Most Valuable Professional Award

The C5 Insight team is thrilled to announce that Geoff Ables has recently been titled "Most Valuable Professional," receiving a Microsoft MVP award for his Microsoft Business Solutions expertise.



Use MS Teams Org-Wide Team for Inclement Weather Notices

Learn about one of the most overlooked but helpful features of Microsoft Teams: Org-Wide Teams. Learn more about its functions, like Inclement Weather Notices, that may appeal to you and your organization.



Top 3 Differences Between Microsoft Forms and Forms Pro

As of 7/1/2019, Microsoft announced the availability of Microsoft Forms Pro—the “pro-fessional” version—but what does that mean? What’s the difference between Microsoft Forms and Forms Pro? Let's discuss the differences screen by screen so you can make the most informed decision.

Top 3 Differences Between Microsoft Forms and Forms Pro That You Must Know!


The Future of Work: Microsoft and AI

The digital workplace is being transformed by AI more and more every year as it takes front and center stage at Microsoft's Future Decoded conference. Are you prepared for the future of work? Read how AI continues to evolve, impacting both industries and individuals


Yammer vs. Microsoft Teams: Which Tool?

The debate between Yammer and Microsoft Teams is an age old question for Office 365 users; when do you use one over the other? The question is imminent if you haven't asked it already. I understand, they are both social tools. Let’s take a deeper look and try to answer the question from a non-technical perspective...

Easiest Way to Save Time (and FindTime) When Planning Meetings At Work

How much time do you spend organizing meetings? How much time do you spend searching for a date/time that suits everyone on the meeting invite? Do you spend more time deciding on a meeting date/time than you do the actual meeting? If you spend a large amount of time scheduling meetings, FindTime is worth your time to test. Learn more about the time-saving benefits this application has to offer...

5 Reasons Why You Should Move From Classic to Modern Office 365 [Now]

You’re using Office 365, you get the deal.  You’re on a road-trip and Microsoft is telling you what kind of car you can have while letting pick if you want GPS or not.  The Office 365 suite certainly does provide tangible and measurable benefits that alleviate a lot of headaches for many organizations.  Having said that, all is not so simple or easy in Wonderland, is it?

Modern Office 365 SharePoint Team Site

Collaboration at Microsoft Convergence

A lot of exciting information is being shared this year at Microsoft Convergence in Atlanta, GA.  This post summarizes the highlights of day 1, with a focus on the sessions that discussed working together better inside and outside of the organization - customer and employee engagement.  We will pay particular attention to the discussions around collaboration in this post.

Let Your SharePoint Users Be Heard With the C5 Insight Feedback Solution!

SharePoint Site Feedback How do users communicate their SharePoint frustrations, feedback, and questions?  If the answer is “they send an email” or “they open a helpdesk ticket” then this is for you!  We have created a solution for SharePoint 2010 on-premise and SharePoint 2013 on-premise and Office 365 that provides a powerful yet simple mechanism for users to provide feedback.  Best of all, it's free!

Back to SharePoint Basics: Part 2–Creating Content

Welcome back to to my series on the basics of SharePoint.  If you've already read the first post, we covered what SharePoint is. Now we're ready to dive into how to create content in SharePoint.  (Notice I said create content, not any form of structure.)  We have to crawl before we can walk, right?  Then we can move on for the super users on how to create structure, the things that hold the content. 

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.

Microsoft Convergence 2014: Humanize the Enterprise

Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

Microsoft Convergence 2014: Humanize the Enterprise

Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

Outlook 2013 Only Shows Today Appointments is Fixed!

So the community responded, and someone published an add-in for Outlook 2013 that puts it back.  This worked, but sad it was required.  Many blogs reference this codeplex solution as a workaround to ease their pain and suffering.

The other day I had rebooted after some Microsoft Office updates, and to my surprise I noticed it was there!  I guess Microsoft does listen when enough people complain about it. 

New Microsoft Dynamics CRM 2013 Online Pricing Clarification!

1. Can you explain the new pricing and difference between the three main tiers? 

  •  Professional ($65 per user per month) - For the core CRM users, who need the full capabilities of Dynamics CRM including sales force automation as well as marketing and customer care. "We believe most users will find this license best fits their needs," according to Microsoft.
  • Basic ($30 per user per month) - For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.
  • Essential ($15 per user per month) - For lightweight users who need to access custom applications developed in house or by partners.

15 reasons to choose Office 365 instead of an on-premise alternative

Starting with one of the most important factors in choosing a cloud service, security has been the big stumbling block for many companies considering a move to the cloud. Microsoft's online services have been designed with security in mind.

After security, the most commonly mentioned area of concern regarding cloud services is reliability. Downtime means lost worker productivity and ultimately costs companies money.

12 Key Benefits of Using Dynamics CRM in Outlook


With multiple interfaces for Dynamics CRM and other solutions that your users utilize on a daily basis, here are some suggestions on how to 'work smarter, not harder' using CRM for Outlook. Integrating these tools will make it easier for your users to update CRM and will increase efficiency across your organization.

Orion / Microsoft Dynamics CRM 2013: Success ... Accelerated

CRM 2013 Orion - Windows 8 AppMicrosoft has made a plethora of announcements about the upcoming release of Microsoft Dynamics CRM 2013 here at their Worldwide Partner Conference #WPC2013. This release will be available both Online and On-Premise and is expected to available in late 3rd Quarter or early 4th Quarter. This is a ground-breaking release bringing a new UI and functionality that is not available from any other major CRM system.  It will have a profound impact on the productivity of your sales, customer service and marketing teams. Let’s dig in a little deeper…

Make Multiple SharePoint Fields Required with Windows PowerShell

powershell_iconThis entry includes script that was created for a recent client who asked me to make several columns required in their SharePoint 2010 site collection of approximately 25-30 subsites. This would've taken two minutes if all columns were site columns, however, that wasn't the case. As a result, the columns were not inheriting and I was forced to turn to PowerShell for a solution.

Why Sales Professionals Love Using Microsoft Dynamics CRM

Sales Professional

As a sales professional, here are 25 reasons why I love working with Microsoft Dynamics CRM (and why you should love it too)! Dynamics CRM automates every aspect of my job, making it easy to find and sort through information that I need...

Non-Developers Guide: How to Use Web Resources for Dashboards in Dynamics CRM



The idea of web resources has always been a little overwhelming to me. In the past I associated them with something a programmer uses for the wonderful, amazing magic they do in Microsoft Dynamics CRM. As it turns out, even those of us who don't consider ourselves to be hard-core programmers have the ability to take advantage of web resources.

Tips for Using Managed Solutions and Base Option Set Values in Microsoft Dynamics CRM



At C5 Insight, we use
ClickDimensions with Microsoft Dynamics CRM for our email marketing and marketing automation. Recently we decided to upgrade to the newest version of ClickDimensions to take advantage of their new features. Much to our surprise, many of our Lead Source picklist values in Dynamics CRM got changed during the upgrade. As you can imagine, this made us a little nervous. After some investigating, we discovered the problem and learned a little-known limitation of managed solutions in Dynamics CRM.

Did You Know Microsoft Expression 4 Is Now Free?

expression

I don’t believe Microsoft Expression ever had a huge following from web developers and graphics designers, but it served a purpose. Whether you liked it, hated or loved it, Microsoft has done what it does best again.

In case you haven’t visited their website lately, you will notice some major changes with Expression. Basically, they are rolling the Expression products into Visual Studio 2012 and beyond, forgoing the standalone tools. For the time being, they made Expression Web 4, Expression Design 4 and Expression Encoder 4 free for download. That may not be a big deal to some, but I think it could prove useful to some.

Blog Topics

1
Image

CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

2
Image

SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

3
Image

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.

4
Image

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.

9
Image

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.