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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 business leaders, managers and users

Where To Get Download the Latest SharePoint Designer for 2013/2016

I’ve had this come up multiple times lately, and I thought I’d put up a post to help get the information all in one place.  Now that we’re moving away from SharePoint 2010 and dealing with SharePoint 2013/2016/Online more often, folks still want SharePoint Designer but are confused which version they need.  You want to be sure to get the latest and most patched version, which requires more than one download.

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3 Tips for Balanced Intranet Governance

3 Tips for Balanced Intranet GovernanceOne of the things that I think most companies struggle with is governance, specifically in context of an intranet.  If you read my blog you know I talk about mostly SharePoint, but good governance can and should apply to really to any platform. 

We actually devote a whole section of our Building a Better Intranet workshop to governance because it’s that important, and yet so many companies don’t even think about it.  In today’s post I wanted to pull out 3 tips that are important aspects of balanced governance. 

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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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4 Key Questions to Ensure You Create the Proper SharePoint Structure

ChecklistI've been working with SharePoint for over 8 years now, and worked with a lot of different clients and types of users. I've seen that there's one area that a lot of people either struggle with, or get flat out wrong. That is what they create in SharePoint to store content. 

In today's post I'm going to give four questions to answer that should help drive what kind of content needs to be created. Why is this so important?  Keep reading to find out ...

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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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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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10 Tips to Build a Better Intranet

Get 10 practical tips that will help you build a rock-solid intranet. Some of these you may have heard, and some may new ideas, but all are time-tested and have been proven effective.

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3 Steps to Sales Process Success

 

 

 

 

Follow these 3 steps to create your first sales process - or to simplify an over-engineered sales process.

Profit results are 30% greater for firms using a sales process than for those that are not.

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Building an Award-Winning Intranet is All About Luck


 

In this post, which is part of a new Building a Better Intranet series that I’m writing, I want to share 4 strategies with you. Four overarching themes, that you can and should be using, whether you’re designing and building a new intranet, or trying to breathe new life into a struggling one. Don’t worry, I promise to show you what luck has to do with it, so just stay with me.

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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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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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4 Reasons Why Your Intranet Is No Longer Effective

This post will the first of a 4-part series on how you and your organization can begin to build a better intranet. In this first post, we will ask the question of "Why do we need a better intranet?", and give you 4 areas that have changed dramatically, and why acknowledging and addressing them is one of the keys to a successful intranet.

 

Ask why

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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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How to Tell if Your Users Hate Your Intranet

Are you considering an intranet project? Or do you have an intranet that no one wants to use? Creating an intranet that your team loves to use doesn't require a PhD, but it does take some time and patience. This article include 3 simple secrets for intranet success.

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Video: Word and Excel Integration with Microsoft CRM

Screenshot: Microsoft Dynamics CRM 2016 Mobile Mail Merge using Microsoft WordUsing Microsoft CRM and need to create reports, dashboards, mail-merges or do more efficient data-entry? This article and video summarize the Microsoft Excel and Microsoft Word integration with Microsoft Dynamics CRM 2016.

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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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Six Tips To Manage Active Listening In Your Next Meeting

How many times have you facilitated a meeting where you shared all of the information that needed to be covered, only to have people messaging, emailing or calling with questions about the content an hour, a day or a week later? Frustrating right? So how do you achieve the goals of your next meeting, in a meaningful way, that will stick with your audience? Let's examine 6 quick tips.

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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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Microsoft Outlook and Dynamics CRM Email Tracking

Tracking email clicks in Microsoft Outlook
Knowing a prospect has opened, clicked or interacted with an email can mean the difference between winning a deal, or watching it slip through the cracks and go to a competitor. But most sales reps don't have access to this capability, or find it too time-consuming and complicated to access it in their customer relationship management (CRM) solution. This article reviews to easy-to-use email tracking solutions.

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Importing Business Cards as Dynamics CRM Leads

Cannot scan business cards into CRM as leads

Got a small stack of business cards that you'd really like to get into Microsoft Dynamics CRM so you can start scheduling follow-ups right away ... but dreading the task of getting them into CRM? You're in good company. Now the task can be made as simple as taking a picture of the card with your mobile phone. This article explains how.

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What’s New in Microsoft Social Engagement (Update 1.4)

social media marketersIf there’s one thing Microsoft has been doing consistently, it’s rolling out updates to fast-improving Social Engagement. The latest iteration has managed to address several ongoing complaints about the platform's previous limitations, including: Custom Tags, Source Options, and Private Message options. Read on for the run down!

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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.