Cool stuff with collaboration, user experiences, automation
This is a multi-part series where we discuss how to integrate SharePoint and Salesforce. There isn't a one size fits all, I will share a few of the different ways we've done it in past projects. Best In Class(es): Bringing Salesforce and Office 365 Together. Instead of forcing one platform to do it all, aim to... Continue Reading →
A basic approach to displaying files from SharePoint in Salesforce.
This is a multi-part series where we discuss how to integrate SharePoint and Salesforce. There isn't a one size fits all, I will share a few of the different ways we've done it in past projects. Best In Class(es): Bringing Salesforce and Office 365 Together. Instead of forcing one platform to do it all, aim to... Continue Reading →
We created a folder creation process to store case files in SharePoint and giving users the full breadth of document capabilities of SharePoint.
I'm pleased to share my slides from my talk at SPTechCon Boston this year. I shared a customer story of leveraging the best in class from both Salesforce and SharePoint Online to create a user focused and robust solution called The Hub. Below are my slides. I will be presenting this also at the Granite... Continue Reading →
The Likert question type is a great option in Forms, which gives users a matrix of sorts, to provide a valuable answer. Check out this example I use for our user group's feedback survey: Some fun facts about the Likert scale on Wikipedia. Using Microsoft Flow, I'd like to perform some automation when this survey... Continue Reading →
Depending on where your data lives, it may take a few seconds for that data to display in the PowerApp. There is nothing that drives users more nuts than just staring at a screen as it does nothing, wondering if it's frozen or broken. PowerApps does have that useless little loading dots thing at the... Continue Reading →
I had the wonderful opportunity to write a post for a friend of mine, Mike Dixon, over at Wellington Street Consulting. I've worked with Mike over the last 4 years as we're both organizers of the Boston Office 365 User Group, so when he asked it was an easy YES! This post covers a high... Continue Reading →
I Love Microsoft Flow I don't know what it is, but I spend a lot of time in it, from small silly Flows to real time savers. I've shared a few of my Flows already, and will be sharing more. I may be a little addicted to automation, Flow being the biggest contender, but also... Continue Reading →
