Thursday, August 28, 2014

Use PowerShell to Enable Versions in All Document Libraries in All Subsites

powershell_iconIn this post with PowerShell, I wanted to show you how you can write a script that will enable versions but starting from a subsite instead of the entire site collection. 

Bug alert! Hold off installing or upgrading InsideView Social Insights for Dynamics CRM 2013


imageAs a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 until mid-September.

Miss Manners for Marketing: Five Basic Marketing Etiquette Tips

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Marketing is a conversation, a relationship, not a one-sided battle to see who can yell the loudest.  I’d rather have 100 readers devour every morsel of content over 1,000,000 recipients who ignore - or worse - delete it.  This blog entry discusses five basic marketing etiquette tips. 

Building A SharePoint Leadership Team


I know what you’re thinking: we already have a project team, do we really need another formal team?  After all, that only means more meetings, tasks, documents to write and manage, decisions to make, consensus to get, etc.  My answer is a resounding yes, you most certainly need this team.  But here’s the truth –  while extremely important to the success of the project, this doesn’t have a to be a huge undertaking. This blog entry details 3 practical steps for you to begin building a SharePoint Leadership Team today.

Create a Simple Time-Based Email Reminder for SharePoint Calendar Events

imageSee if this sounds familiar:
Someone asks you “Can I get an email reminder for these events on the team calendar?”.  You think well, we can set alerts, so you go look into the alert settings, so you go look into the alert settings, and quickly realize that alerts don’t work like that.  The alert mechanism in SharePoint will send the alert subscriber an email based on an action happening on the item (it is being created, edited, etc).  We need the trigger to be based on a date.  So what to do? 

Making Change Requests a Positive Experience

Change requests always seem to start out top of mind as a positive concept when a project kicks off. However, mid-way through they always seem to be the proverbial elephant “afterthought” in the room. If this is a common issue for your project team, take a look at the five tips below to help prevent this pitfall moving forward.

How To Set Work Hours and Business Closures in Microsoft Dynamics CRM

This blog details how to set work hours and business closures in Microsoft Dynamics CRM, along with best practices to manage these workflows.

How to Easily Lower Opacity In Visio Shapes

imageAs a SharePoint solution architect, when I’m not creating site columns and configuring SharePoint server databases, I'm meeting and talking to clients about their business requirements for collaboration technology like SharePoint.  On a project basis like assessing a clients desire to upgrade their SharePoint environment, this involves documenting a SharePoint environment or a lot of times just business processes.  There are many tools available for these types of drawings, and one I typically use for drawing SharePoint farms and topologies is Visio. 

Building Better Bridges Part 2: Five Best Practices to Align Sales and Marketing


10133444_sToday’s Marketing Executive should serve as a bridge builder, thriving in the intersection of technology and adoption. In this blog, we’ll look at five best practices to help Sales and Marketing close the interdepartmental divide.

Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 1



 As the world moves fast, we need everything on our finger tips wherever we are. In Microsoft Dynamics CRM 2013 you can enable any entity for Mobile Express, which we will explore in this blog. 

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. 

Finding Decommissioned Fields in Microsoft Dynamics CRM

Seen My DataIn the fast paced and ever changing environments of business, often times changes need to be made to your business systems that reflect the changes in business processes required to support evolving markets.  Specifically, when designing and configuring the deployment of Dynamics CRM, there will inevitably be times when certain entity elements become obsolete and need to be decommissioned.

Quick features of Dynamics CRM: Quick Create, Quick View and Quick Search


Among all of the changes and updates into CRM 2013, the inclusion of quick features has been among the most acclaimed. There are three quick feature functions  in CRM now: Quick Create, Quick View and Quick Search. This blog aims to give you a basic understanding on these handy, effective and powerful features which hopefully will save navigation time and enhance your work efficiency.

Project Lifecycle Management

Just as no two clients are the same, no two projects are the same. Thus the characteristics of the solution, the team, the timeline and whether or not it is an initial implementation or an enhancement should be weighed before selecting a project management methodology. 
This blog will explore the basic functions of: Six Sigma, Waterfall, and Agile approaches.  

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.

How To Set Up and Best Utilize Microsoft Dynamics CRM 30-Day Free Trial


thumbnailThis blog will help you gain a full understanding on Microsoft Dynamics CRM 30-day free trial.  You'll learn  how to register, what you can expect, and some basic initial configuration to practice. By understanding how to best utilize this powerful and useful tool, users can easily add more value to their business.

How to use Image field on Dynamics CRM 2013

When I started using Dynamics CRM 2013, I found a new field type added called "Image". Initially, I thought it would allow developers to put an image on a CRM form and that "Image" can be of any type. Later, I came to realize that the "Image" type is referring an image that is being put to the entity record, which the user can update and change like in Office 365.

 

Developers can use the "Image" type by following the steps outlined in this post.

Sales Intelligence Options for CRM Solutions

Sales Intelligence and Customer Relationship Management - Salesforce and Dynamics CRM

The Internet and tighter budgets have forever changed how prospects are making buying decisions.  Research in the book tells us that prospects are over 50% of the way through the buying process by the time they initiate contact with a vendor. 

Sales Intelligence solutions, integrated with CRM, are a part of the answer to this dilemma.  In this article, we will take a look at the top sales intelligence solutions on the market today.

Building Better Bridges Part 1: The CMO


When “I’m a Marketing Executive” earns a “yes, but what do you DO?” response, the standard reply is “lead generation”.  But more and more, Marketing can be the bridge.  Earning instead of costing.  Filling the pipeline with quality over quantity. Cutting through the noise, not just increasing the volume.

Stay tuned to the C5 Insight Blog for Building Better Bridges, a series to shed light on how we can all work together better to accomplish these objectives.

Five Ways NOT to Prioritize Initiatives for your Organization and Yourself!

Even with the expansive good information out there, companies do the darnedest things when choosing from initiatives that are vying for constrained resources. Surely your organization has never done any of the things outlined here...

LUCK Guided User Adoption


Many organizations believe that thorough training is the only step necessary to ensure user adoption. That assumption could not be more wrong.  Effective user adoption begins at the planning stage of a project, and is threaded throughout the life cycle.  And the adoption process continues well beyond the initial training sessions.

9 Tips to Re-Engage your CRM Use


Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

Plot SharePoint 2013 List Items on a Map – Automatically GeoCode Addresses with PowerShell

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SharePoint 2013 comes with new features for plotting SharePoint list items on a Bing map. However, it isn’t completely intuitive how to accomplish this, and once you figure it out, it is still a lot of work. This post will look at using PowerShell to quickly geocode a full list of SharePoint list items with address data.

The Salesforce and Microsoft Partnership – Part 2 – What it means to the companies and to the market

Microsoft and Salesforce.com Global Alliance

After the article we published yesterday, a number of people have asked what the Microsoft/Salesforce global partnership announcement might mean for Salesforce and Microsoft as companies (rather than as CRM products).  Financial details of the deal were undisclosed, so we can only speculate.  Here are a few quick thoughts for discussion:

The Salesforce and Microsoft Partnership: What It Means To You

Microsoft Plus SalesforceOn May 29, 2014, Satya Nadella (CEO of Microsoft) and Marc Benioff (CEO of Salesforce.com) announced a global strategic partnership between the two firms.

As one of the very few organizations certified on both platforms and providing in depth books and digital training on both platforms, C5 Insight is uniquely qualified to comment on this announcement and what it might mean for the customers of both products.  So what has the scuttlebutt been around our office and among our clients on the topic?

Back to SharePoint Basics: Part 1–What is SharePoint?

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To start with and ensure we’re all talking the same thing, we need to level the foundation.  It’s easy to assume otherwise, but I continually find people at any given company across a variety of industries who don’t even know what SharePoint is.  They have heard the term perhaps, but don’t know what it is, much all it can do (beyond the dumping ground for your documents).  So let’s get started with Part 1.

A Better Approach – Understanding the 40/20/40 Principle

Diagram 2 When we stepped back and looked at our current projects and proposals going out, we began to see that we were often being brought-in as a 2nd or 3rd vendor, to assist with a 2nd or 3rd implementation, or to help a project “get back on track” after it was underway. The reality is that 59% of all new projects for C5 Insight are rescue projects, or what we now call “CPR” projects. So, where do we go from here and how do we fix it?

Branding the SharePoint 2013 Global Navigation – Structural

 

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A few months ago I posted on How to Brand the SharePoint 2013 Global Navigation if you were using the Managed Metadata service to render your navigation using a term set.  The menu code renders differently if you use structural versus managed navigation.  This post is going to look at how to leverage the same base CSS code but modify it to work on the structural navigation.

Update default “SharePoint” 2013 Ribbon Text to Point to local Site Collection Root

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There are lots of articles online that walk you through how to update the “SharePoint” text that appears in the upper left corner of the new SharePoint 2013 ribbon.  This post is going to build on that to update the text so that it becomes a dynamic link to the current site collection root. 

How to Make SharePoint List Form Fields Read Only Without InfoPath

I was working with a client recently in a simplified signup site.  In effect what was needed was to make the fields read only based on the role of the user.  Follow me as I walk you through the steps using only SharePoint Designer, no code or InfoPath required!

Account for SharePoint 2013’s Minimal Download Strategy with your Custom JavaScript


SharePoint 2013 introduced a new feature to aid in page load times called the Minimal Download Strategy. This only downloads JavaScript files when they are necessary. This sounds good until you try to load your custom JavaScript files that rely on standard hooks that SharePoint provides with it’s JavaScript files. The end result of all of this is that your code doesn’t execute. This post will provide you with JavaScript that will load your custom JavaScript whether this feature is turned on or not.

All I Really Need To Know About CRM I Learned In Kindergarten

Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.  

The 7 Habits of Successful Technology Projects – Habit 7

imageMeasure twice, cut once. You’ve heard the saying, right?  For this final habit, I wanted to take that saying and use it to illustrate a phenomenon that we often see in technology projects – lack of testing.  I call it a phenomenon, because it often defies logic. 

The 7 Habits of Successful Technology Projects – Habit 6

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Most organizations today believe that if you simply implement “the new technology”, that everyone will immediately and automatically (and of course without any prompting) begin to use the new system(s).  On the contrary, our experience has shown us that once a new solution has been implemented, there is still much to do to ensure it is truly successful. I would like to directly address a few areas where we see most organizations struggle to cross the finish line, and practical ways to correct these issues.

Create Dynamic Images Using InfoPath and a SharePoint Picture Library

Create Dynamic Images Using InfoPath and a SharePoint Picture LibraryAs part of an auction site I was working on for a client, one part of the solution was to use an InfoPath form for users to submit their bids.  This post  focused on how to get the dynamic images from a SharePoint Picture library.

Dynamically Set the Document Location in Dynamics CRM 2013 with JavaScript

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 If you have CRM and SharePoint, one of the easiest things you can do is to link the two together so that you can manage your documents in SharePoint, but access, create, and interact with them in CRM. This post will guide you through the process of dynamically assigning the document storage location for CRM entities.  

Lead Scoring – Other Ways to Use Scoring – Part 4 of 4

Using predictive analytics and scoring for more than lead scoring. SharePoint. Dynamics CRM. Salesforce.

Used properly, scoring is a way not only to optimize your organization’s budget, but also to serve your customers, prospects and employees by trying to respond to them in the most relevant manner possible.  Think of scoring as a way to simulate an individual prioritization process across thousands – or even hundreds of millions – of people, all at once.

The 7 Habits of Successful Technology Projects – Habit 5

imageLet’s face it - no one ever tells you to focus on the past.  In fact, we’re all told, from very early on, to stay focused on the “here and now” and to look ahead to our future. While it may be a bit of a stretch, I would like to encourage those who are currently working on a project or getting ready to start a project, to take some time to reflect on the past.  Let me to explain...

Add custom links to the SharePoint 2013 Suite Bar with jQuery

There are a few different ways you can get custom links into the SharePoint 2013 suite bar. This method is going to utilize jQuery to inject these links as the page loads and has the added benefit of working in SharePoint Online as well.   We'll look at how to accomplish this for both on premise and online.

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Lead Scoring – Collaborate with Sales for More Impact – Part 3 of 4

Lead Scoring for Salesforce, Dynamics CRM and Marketing Data Warehouse Scoring leads is a great way to make sure that your sales team is working the leads that show the highest propensity of becoming a customer.    This is an ideal area where your marketing, sales and analytical people can collaborate to create something that helps everyone to be more successful.

The 7 Habits of Successful Technology Projects – Habit 4

Technology is wonderful thing, but never forget that it’s not the only thing.  What I mean is this - while technology can provide us with new ways of doing things, automation of tasks, and analysis we could only dream of doing on our own, technology should never be a substitute for your people and your process.

Use Power Pivot to Merge Related SharePoint List Data

Excel-2013 When working with SharePoint, you occasionally need to work with related data.  Since SharePoint isn’t setup for true relational data, that means we’re typically working with lookup columns from a child to a parent list.  This is all fine well and good, but I had a client ask me for some special filtering and output with this related data.  After reviewing my options, I found that the quickest way to do this (in under 15 minutes) is to use Microsoft’s Power Pivot add-in for Excel.  No SharePoint Designer required!  If you have Excel 2010, you will need to download and install the add-in.  If you use Excel 2013, the add-in is already installed, you just have to enable it.

Lead Scoring – The Scoring Options – Part 2 of 4

Lead Scoring in Dynamics CRM and Salesforce.com

Marketing: Why won’t the salespeople work our leads?

Sales: Why won’t the marketing people give us good leads?

Sound familiar?  Part of the answer to this age-old dilemma is lead scoring.  In this post, let’s dive into the different options for lead scoring.

How To Create Marketing Email Templates That Connect To Outlook: Part 2

As we discussed in a recent entry titled 20 CRM Adoption Options, organizations continue to struggle with adoption. By tying necessary tasks to a functional and dynamic platform, end users won't just have the option to utilize - they'll want to. 

Lead Scoring – Convert Hot Leads to Customers – Part 1 of 4

CRM Lead Scoring, Dynamics, Salesforce You may already know that about 80% of the leads that your organization invests thousands of dollars to generate are never worked by your sales team.  But do you know why?  It’s because 98% of the leads you generate … stink.

And your sales team has no way of knowing which 2% of the leads are worth following up.  So it’s easier for them to work on the deals that are already in the pipeline and work with their networking contacts to generate referrals that are almost always more qualified than those danged marketing leads.

So how do you help your sales team find the gold nuggets buried in that mountain of leads?

The 7 Habits of Successful Technology Projects – Habit 3

  This is a continuation of a new blog series that I started last week, which will run over the next couple of months.  As a brief refresher, my goal is to write a blog on one habit per week, so technically we should get through all 7 habits in just shy of 2 months.  The content for this series has been developed over many years and hundreds of client projects.  In fact, in addition to applying the habits to all of our client projects, we often speak on these habits as part ...

Creating Managed Metadata Terms in SharePoint with PowerShell

sharepoint Create metadata term with powershell with guidWhether you are using SharePoint 2010 or SharePoint 2013, it is very likely you are taking advantage of the Managed Metadata service for taxonomy and other purposes.  Hopefully you have a development / test environment in addition to production, and if so you know it’s a struggle to keep them in sync.  If your groups, term sets and terms are not identical down to GUIDs between the two environments, if you move a database from one to the other then all your terms will be broken… not good. 

The point of this blog is not help you sync your environments with metadata.  Let's dive in.

The 7 Habits of Successful Technology Projects – Habit 2

There are many opportunities for projects to veer off of course, not due to the unexpected, but due to completely avoidable items such as forgetting the definition of success, lack of focus, an individual personality, or a new technology coming to market.  Think you’re immune and that “This will never happen to my organization!”?  Unfortunately, in our experience we’ve seen it happen to the very best organizations, which is where this habit comes into play.  No one has the intention of taking a cross-country road trip to Santa Monica, only to end-up in Fargo (no offense), or worse yet, to simply stop driving somewhere in Arkansas (again, no offense), and say, “Let’s do something else now.”  At the end of the day, technology projects are no different.  My guess is, you started the project in order to actually finish the project (and on time and under budget would great too!).

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.

Archive Old Documents in SharePoint with PowerShell

I recently needed to migrate all documents that hadn’t been modified in 90 days in all SharePoint webs within a SharePoint site collection to a records center.  Here is a quick and easy way to accomplish this task.
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The information herein may be used solely at your own risk.  No warranty is made by the author or by C5 Insight, Inc.

The opinons expressed herein are those of the individual authors and do not necessarily represent C5 Insight, Inc in any way.

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