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[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents  View documents within the context of a record in Microsoft Dynamics 365  Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
Tracking and Reporting Projects using Office 365 and Project Online
Project and portfolio managers continually reach for the proverbial brass ring of managing their plans and portfolios towards an “on time” and “on budget” delivery.  These project management professionals usually contribute to a Project Management Office (PMO) responsible for a comprehensive portfolio of programs or projects owned by the complete project management staff. The PMO traditionally produces high-level reports tracking project health, costs, issues, risks, and/or milestones to share project progress and health with stakeholders. Without using the proper tools, aggregating the above data from multiple project information sources can be challenging and is usually a manual process undertaken by smart people who fully understand the process. Once the data is successfully collected and scrubbed, creating a multi-level project portfolio report in an easy to understand, “pretty” format becomes the next challenge. Using Office 365, specifically SharePoint Online and Project Online components, the manual aggregation of project data is minimized […]
SharePoint Framework SPFX with Angular2
SharePoint framework is the new client site development model. With the new Office 365 User Interface, the Page framework model has been changed altogether. Microsoft built a new framework to deliver customized User Interfaces in the form of Client Side web parts. The advantages of using the new SharePoint Framework (SPFX) can be listed as follows: Replacement for Script Editor or Content Editor Web Parts. No need to store custom settings for our web part in the form of SharePoint Lists.  Use of popular Client side frameworks link Angular, Angular2, Knockout, React etc. The blog will be based on the following sections. Each section has its own significance and can be skipped if you are already aware regarding particular section. Setting up Office 365 tenant Setting up your development environment Building your first Client web part using Angular2 1. Setting up Office 365 tenant Sign up for an Office 365 […]
[Video] Protect Your Files with Information Rights Management on SharePoint
Are your files being modified by unauthorized users? Do you have files that you want to share with your team, but not the rest of the company? Are you worried that unauthorized users may be accessing and modifying your content? No matter where your files are stored—SharePoint Online, SharePoint On-Premises, Office 365, OneDrive for Business, or a combination—information security is paramount. Get control of your content by applying Information Rights Management (IRM) to your SharePoint environment. We will walk you through the process of setting up IRM—share how to restrict files from unauthorized users—and how IRM works in conjunction with SharePoint. Not yet on SharePoint? Discover the possibilities for your content.  
SharePoint Pre-Migration Reports You’ll Need for a Successful Migration
SharePoint migration is a transfer of existing content to a newer and up to date SharePoint Environment which can be either On-Premise or Online. There are several checks which need to be performed before any migration to make the migration successful. Why Are Pre-Migration Reports Important? At FMT Consulting, we have successfully completed several SharePoint migrations from legacy systems, file share and older versions to newer SharePoint on premise or SharePoint Online. We made these migrations successful and on time with proper discovery which not only helped us for correct estimates but also helped a lot during migration process for resolving all hurdles on time. Pre-migration reports are also helpful to understand whether you will need a 3rd Party tool for migration or can go with a Content DB migration. Migration Boundaries for SharePoint Online There are some boundaries which you have to take care before any migration assessment: SharePoint ContentDB […]
How to Resolve Errors When Trying to Synchronize a Microsoft Project File to a SharePoint Task List
  Have you tried to synchronize a Microsoft Project file or other list to a SharePoint Task List but got an error? This is a little known feature of Microsoft Project and SharePoint. It allows you to synchronize a full Microsoft Project Plan directly into an existing SharePoint task list in order to view and manage the individual project tasks within SharePoint. However, you might run into this error when you try to synchronize the project plan: “We can’t write task %SharePoint URL% to the SharePoint site. This is either because the tasks list is in read-only mode or because this task has a column that requires a unique value” The first thing that you will want to do is check the site columns and look for a column named “Name”. Navigate to SharePoint site Select the list task you are having issue with Go to list setting from the […]
Supercharge Your Sales Team with SharePoint Online
Companies live and die by their sales team’s ability to execute. Sales team members have unique challenges especially because of the high volume of travel – whether it is to meet with potential and current clients, attend industry events or networking. This work away from the office brings unique challenges to an IT department that needs to keep information flowing to their travel heavy sales champions.     Here are some common challenges facing your sales teams as they hop into their cars, and how SharePoint Online can help: How does your sales team access Information on the road? 1.      Access to latest files without being on-site at the company/VPN Your sales team needs to be supported everywhere in today’s world. Customer’s needs and wants change and develop as conversations get going. Sales teams find it a challenge to grab any and all informational and marketing materials that are available […]
Put That Pen Down! 3 Ways to Save a Tree and Save Some Time
It all begins with an email, phone call or physical meeting.  You scramble, trying to make sure you write down every single detail, but let’s face it!  We can’t possibly write as fast as people talk. I used to think of myself as more of an “old-school” type when it came to notetaking, document management, calendaring, and especially to-do lists.  I had a notebook for essentially everything.   In recent years, I have learned how to ditch the pen and paper and become better acquainted with Microsoft and friends. Here are three ways to save a tree and some time.   Creating the Opportunity in CRM Setting Tasks Setting tasks ensures there is always a future action item to follow through the sales process. Set Reminders Setting reminders allows you to complete follow-ups, document revisions, and deadlines. Calendar Invites/ Appointments Creating these are helpful in that they synchronize to your phone […]
When Microsoft SharePoint and Microsoft Flow Join Forces
Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more… What if we told you that you could have the power to connect all your SharePoint lists and libraries to a host of other apps from Dynamics CRM and Yammer to Dropbox, Mail Chimp, and Twitter? Imagine creating an item in SharePoint whenever a new lead is added in Dynamics or automatically copying files from your Dropbox to a SharePoint document library. Now, what if we told you that you could do this in a matter of minutes and with zero lines of code? SharePoint helps organizations share and collaborate with colleagues, partners, and customers. You can connect to SharePoint Online or to an on-premises SharePoint 2013 or 2016 farm using the On-Premises Data Gateway to manage documents and list items. But wait, there’s more! Want to get notified when a new […]
3 Document Management Mistakes Every New SharePoint User Makes
If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
Everything You Need to Know About Durable Links in SharePoint 2016
Durable Links in SharePoint allow users to open a document in WOPI (Web Application Open Platform Interface Protocol) using unique resource IDs that are assigned to each document. This allows users to rename or move their documents to new places without worrying about breaking the various links referring to the document. Durable links are a great feature which allows the improvement of SEO and search based indexing to remain functional for documents even after they are renamed or moved to another document library.  Not only does this feature allow us to manage documents easily, but it also ensures that other services, whether it’s SharePoint or a 3rd party solution, continue to work seamlessly. Causes for broken links can be any of the following: Forgetting to change internal links while moving or renaming a web page. Failing to update references to a SharePoint library or list after moving documents. Restructuring libraries […]
6 Things You Need to Know Before Building No Code Solutions in SharePoint
It is said that you shouldn’t write code until you have to write code. Whether you are a power user, a decision maker, an administrator, or developer, if you have a strong belief that you should not write any code unless it’s required, Office365 Sites and SharePoint can make this dream a reality. In order to make no code solutions in SharePoint, you will need to understand some key concepts. In this post, I will walk you through the 6 basic tools you’ll need to understand to develop your own no code solution with SharePoint. What is SharePoint? Defining SharePoint is a difficult thing to do. You can find many definitions for SharePoint on the internet, many of which were provided by Microsoft, but I would define it as the following: A platform to present business data, increase collaboration, manage content and business processes, that increases productivity while providing users […]
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