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Posts Tagged 'task'

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Project Managers Rejoice! You Can Create Multiple Plans for a Single Office 365 Group!

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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. 

One Simple Rule to Tame the Task Management Beast

Tell the truth – does your task management system look anything like this picture?  Or, are you a manager and see many of your people managing their tasks like this?

Managing Tasks in CRM Outlook and SharePoint Intranet Office365

Dynamics 365 and Outlook: The Road Forward

Dynamics 365 App for OutlookMicrosoft Dynamics 365 now has two different versions of Outlook integration available:

  • Dynamics 365 for Outlook: This is the older version of Dynamics and Outlook integration. I’m going to call this the “Outlook Client” in this blog.
  • Dynamics 365 App for Outlook: This is the newer version. I’m going to call this the “Outlook App” in this blog.

Yes, those names are confusing. But choosing which one to use, and the right time to make the change, can be even trickier. Read on to understand the options and make a good decision about the best timing for your organization.



Replace Tasks with Queues for Inside Sales Productivity

queueInside Sales teams are rapidly replacing traditional sales teams.  This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and cost savings.  It also introduces an ability to have a much tighter and more buyer-driven sales process.  But it also requires some rethinking of the tools used in CRM to support the sales function.

Activity planning and management is one of those areas. Learn how queues can boost the productivity of the Inside Sales team.

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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.