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From the category archives: C5 Insight Blogs - Customer Experience, Digital Transformation, Employee Engagement, Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration, Relationship Management

Blog entries targeted at administrators, developers and customizers

Replace the Default SharePoint Media Player with a Friendly Minimized HTML5 Audio Player

Mminial html5 audio player in SharePointI was working with a client recently and they use a lot of audio files, like when they record customer service calls for quality assurance.  When things go great, they wanted to highlight these cases of awesome customer support in audio clips in blog posts. 

They found the default SharePoint audio player less than appealing and wanted something better.  In today’s post I’ll show you something maybe you didn’t know about your web browser, and how to use it to make this experience better. 

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Use SharePoint Workflow to Determine if a Field Changed Without Code

Use SharePoint Workflow to Determine if a Field Changed Without CodeOn a recent client project, we’re working to implement a task-based tracking solution in SharePoint 2010.  There is a parent Project, and that Project has a template set of tasks the workflow creates with due dates.  Then the requirement came up where if the Project due date changed, all of the task due dates needed to be updated to.  Read on to see how I show you an easy and simple no-code way using workflow to tell if a field changed. 

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Microsoft Dynamics CRM Mobile Error with this Field's Customized Event

Finally the low tech "alerts in the code" method was employed in an attempt to figure out where the choke point was.

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How to Set External Columns in a SharePoint List with PowerShell

I’ve been working with a client recently on a project where we are using a BDC connection.  Things have been going fine when we were using the external item picker in an InfoPath form but we ran into a problem.  We are using an external column in the same library.  Due to issues I will explain, I need to set this external column with PowerShell.

How to Set External Columns in a SharePoint List with PowerShell

I’ve seen a lot of online folks have trouble with this, so I thought that I would share how to properly set this column with PowerShell as there is a little trick to it. 

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Two Easy Ways to Get All Checked Out Files from TFS 2010

Two Easy Ways to Get All Checked Out Files from TFS 2010Whether you have full-time or contractors, it’s important to ensure that developers are properly checking in their code.  So how can you get a report of all of the files that are checked out in your solutions?

There are two quick and easy ways to get a report of all the files checked out from your TFS server.  Now the title says TFS 2010, but this applies to newer versions as well.

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Use PowerShell to Set Permissions on All SharePoint Libraries, Folders and Files

Use PowerShell to Set Permissions on All SharePoint Libraries, Folders and Files

In today's post featuring PowerShell, I'm going to show you how to use a script with a few functions and some handy tricks to quickly reset permissions with multiple libraries, folders and files.  This can be very difficult to handle manually, especially when there are many many libraries with many folders and files with broken permissions. 

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The Future of Business Process Tools with SharePoint

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You've been there, we all have. At one point or another, we loved InfoPath and were disappointed at the news it would be discontinued. We waited with anticipation to see what was going to replace it. It's been quite the gray unknown for a long time, and in part the Ignite conference this year didn't make any overwhelm anyone with any big announcements in this regard. But that doesn’t mean there wasn't one.

Keep reading to get my thoughts and what was announced and where the planned future of InfoPath is going.

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Video: Microsoft CRM Field Service Management

If you have a field service delivery team, Microsoft Dynamics CRM field service management has a lot to offer. This article and one minute video provides a rapid overview.

 

Microsoft CRM Field Service Management Video Demo


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SharePoint Workflow 101 Part 4: Best Practices and Extending Workflows

C5 Insight Blog Part 4: Best Practices and Extending WorkflowsThanks for staying with me as I walked you through the basics of workflow in our favorite intranet platform – Microsoft SharePoint (and I’ll see you at the Ignite Conference at the end of the month!). 

To wrap up our series, I wanted to talk a little about some best practices with workflow then offer some ways that you can extend your workflows. 

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Video: Microsoft CRM Project Service Automation

In Microsoft Dynamics CRM 2016 U1, Microsoft has included an optional new area called project service automation (or PSA). This 3 minute video provides a brief high-level overview.

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SharePoint Workflow 101 Part 3: SharePoint Designer and Creating Workflows

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I trust that you’ve been following me in this 101 series on workflow, so welcome to part 3!  Today we’re going to focus on getting SharePoint Designer going, reviewing the interface for workflow and creating some workflows.  Get ready, this will be a long one!  There’s a lot of info to get through, and I give you different steps between 2010 and 2013.

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SharePoint Workflow 101 Part 2: Templates and Using Workflows

Welcome to part 2 of our introductory blog series on SharePoint workflows.  Now we can venture deeper into the depths of your workflow adventures.  We’ll cover how to use the default workflows, more details on workflow structure and we’ll wrap up with working with workflows.  In the next post, we’ll crack open Designer to see how we can create some workflow. 


SharePoint Worklfows


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Video: Biggest Upgrades Since CRM 2011

Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.

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Video: Working with Products, Quotes and Orders in Microsoft CRM

This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.

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Quick Tip to Avoid JavaScript Function Not defined error!

 

Do your SharePoint or Dynamics CRM JavaScript functions sometimes throw unexpected errors?  This might be due to how a JavaScript function is defined, so in today's blog I'll review the different options and ways you can define JavaScript functions.

Defining JavaScript functions for SharePoint and Dynamics CRM

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Video: What’s New in Microsoft CRM 2016 Mobile

Screenshot - Dashboard with lead photo in Microsoft Dynamics CRM 2016 mobile Online U1

Microsoft has been quietly expanding the functionality in the mobile version of Microsoft CRM. Now Microsoft CRM Mobile is truly a cross-platform mobile app that any mobile sales, service or marketing worker will want to use. This article and video provide a brief overview of Microsoft Dynamics CRM's mobile capabilities.

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SharePoint Workflow 101 Part 1: Intro and Core Concepts

SharePoint for Business Process AutomationWith most clients I’ve worked with over the years, I inevitably get asked the same thing sooner or later – “what’s workflow?"  Or it’s “teach me about workflow,” or “how do you customize an default workflow?"  

With this blog series I want to try to take explain some core concepts of workflow, then give some direction on creating them, the interface, customizing the default ones, some best practices and some ideas on extending them.  Sounds like a lot, and it is!  There are 2 and 3-day training courses just on workflow, but my goal is to give you some basics and direction to get you going with your adventure with SharePoint workflows.  I won’t go into many step by steps on building a sample workflow, but I want to help you started.

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6 Ways an Intranet Fosters Collaboration

Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.

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Video: 90 Second Overview of Microsoft CRM Interactive Service Hub

Microsoft Dynamics CRM 2016 includes the Interactive Service Hub. Dashboards, views, forms and the knowledge base have all received significant upgrades. These features are expected to begin appearing the sales and marketing areas of CRM beginning in 2017. Tune in for this 90 second overview of the Interactive Service Hub.

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Get Microsoft CRM Insights from InsideView to Work with Edge and Internet Explorer Browsers

Using Insights by InsideView for Microsoft Dynamics CRM, and tired of having to click "Continue as User"? This article walks you through updating your browser settings for Microsoft Edge or Microsoft Internet Explorer so you can bypass this pesky login process.

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Video: Automating Business Process with CRM

If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes. This 3 minute video provides an overview of business process flows.

Video - Business Process Flows in Microsoft Dynamics CRM

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Walkthrough of SharePoint Online Modern Document Libraries

SharePoint Online new library experienceRecently Microsoft gave all document libraries in SharePoint Online an overhaul.  Some call it “modern document libraries”, others refer to it as the new library interface experience (or UI experience).  I want to give folks a more granular walkthrough of the experience, and in this post I want to call out some important differences and changes you should pay attention to.

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Infographic: 6 Surprising Statistics About Listening to Customers

We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.

Infographic - Big Data and Omni-Channel Listening

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Troubleshooting the Dynamics CRM Outlook Client

Experiencing errors with the Microsoft Dynamics CRM for Outlook Client?  This article is a guide to the troubleshooting options.

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Getting the Most Value from Your Data – Lifecycle Services Data Loader

The Microsoft Lifecycle Services Team has been working on a data loader for Dynamics CRM Online for a while now.  It’s been in ‘Preview’ mode but available for Dynamics CRM Online users to use.  Today we are going to look at what this tool can do and how it could help you gain valuable insights from your data.

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Blog Topics

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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.