#SharePoint forms

[tchaikovskym]

Tumblr might be straight shooting itself into death with all the greedy copycat changes, but by far the biggest enemy on the world wide web for me is Microsoft SharePoint

[madtomedgar]

Apparently it is just asking too much for my coworkers to fill out a very very basic form when referring clients to me, but if I miss an email or can't find something in our barely functional SharePoint, that's not cool.

[amunyan]

Today is the day... FemReader has to present her work in front of her department and her boss... what could go wrong? (Maybe everthing an she should have read the notification yesterday more carefully...)

"So much from my side. And now I would like to hand over to my colleague. She can tell you more about the exact course of events in the second semester. (Y/N),  please." Marx gives you the floor and you continue your presentation to your department and your boss. There are only a hand full of people in the small meeting room, sitting at a few desks arranged to form a large table. In the middle is a beamer, projecting your PowerPoint presentation onto a white wall at the front of the room. 

You are proud and relieved that you have done everything so well in such a short amount of time. You and Marx made a good team. When you finally finish, you both get your well-deserved applause, Dorothy winks meaningfully at you and seems almost more relieved than you both are.

But not everyone seems to be satisfied. A new colleague, who has only been with you for a few weeks, raises his hand. "But that's not all the numbers, is it?"

"What? No, of course not. Only the Highlights of events," you say quickly, and Marx adds that you've only taken an extract from the tables. "But if you're interested, we can just throw the whole spreadsheet up on the wall. Hold on..." Marx, who has sat down at the desk next to the screen after his contribution, searches for the relevant file on the sharepoint and opens it for everyone to see.

But something is wrong.

"What is that?!!!" Kira-Clover lets out a shrill scream. Dorothy looks at you in surprise and mumbles something about having guessed it. But you have already noticed what is now clearly visible to everyone on the white wall. You feel hot and cold and wonder why the hell your half-completed bucket list is flickering on the wall. But then you remember.

"No?!? I haven't seriously overwritten all the work I've done in the last few weeks with my unhappy bucket list?" you ask yourself in disbelief.  "That strange Pop-up yesterday... Damn it! I should have read it properly...", you remember, boiling hot. "Damn it! Now I've really screwed up..."

Biting your lower lip, you begin to tremble and feel tears welling up in your eyes. That goddamn list! All the things you wanted to do to have a perfect Christmas. But pretty much everything on that wicked list had turned into a negative version of it.

Marx looks at you in disbelief, you look at him in despair and shake your head, while your boss throws a tantrum in the background.

Just as Dorothy is about to save you by simply unplugging the beamer, Marx closes the file.

Then he pulls a USB stick out of his business bag. "You're lucky I always make independent copies on my stick for cases like this..."

A few moments later, the correct and complete file is on the wall and your colleague pulls you over to the chair where he was sitting. "Sit down - I'll take it from here."

As confident as ever, Marx answers the newcomer's question and a few others. But he also knows the answer to the boss's question as to what the hell that was all about.

"Just a little reminder of what you should have experienced before Christmas. That's all, just a little relaxation. Don't take it too seriously if you don't like it."

"But these are private documents on our SharePoint! That's not acceptable. The woman is attracting negative attention again. I can't let her get away with it."

"(Y/N) has a lot of personal problems at the moment. She lost her flat due to structural problems and is now living on a friend's couch.  As a close colleague and friend, I know about her problems. If you were a responsible boss, you would have understood and taken her off the extra work. If you were an even better boss," Marx's face darkens within seconds, "you would have done your own damn work, or not sent your Secretaries, who have screwed up the whole work in first place, on holiday. Or not approved their time off at all. You would have kept an eye on their work. And most of all, you wouldn't have let bystanders take the rap for a year's worth of crap for two weeks. Since Julius hasn't been here due to illness, the department has gone down the drain".

You hurry after him.

A murmur goes through the rows of colleagues. But most of them have to agree with Marx. After all, they hadn't known the usually quiet chief secretary could get this angry. Even the current boss, Mr Kira - Clover - looks at him with an open mouth. He really can't think of anything to say in his defence.

"I don't want to be part of that atmosphere anymore. The team is great, but the boss is rubbish. And since Julius won't be back for a while, I've asked for a transfer". The colleague rummages in his bag once more, slips an envelope into the boss's hand and leaves the meeting room, wishing everyone else a Merry Christmas.

"Marx, wait! Thanks for saving me. Even though it was really cool how you handed in your notice, I still can't believe it. Are you really leaving?"

He nods: "Thank you for the flowers, but I would have preferred not to. Both..."

You purse your lips in dismay and nod guiltily. But then your colleague pats you on the shoulder. "But I had to do it. I mean the dismissal. The last few weeks have been too much for me. And for you too, as I can see. Thank you for all the hours we have spent together in the office. But now take care of your private problems and get your love life back on track, yeah?"

After a slightly confused look, you smile at him. "Yes," you say loudly.

[zitasaurusrex]

normal morning at the desk

IT sends an email chastising us for using an out of date version of a form that's supposed to be used directly from the sharepoint not saved locally

tell them yeah i get it direct from the sharepoint every time.

IT remotes into the computer and goes to the sharepoint

IT gets the exact same out of date version of the form

VINDICATION

[mariacallous]

SHAREPOINT GIRLIES UNITE!!!!!! literally no one talks abt sharepoint and all the ways organizational security measures f you over whenever you try to do anything with it. Oh and we still use infopath for making forms and surveys.....shaking crying throwing up blood etc

The whole motivation or purpose behind creating this thing is to both have a centralized location for documents the whole office uses *and* so people don't have to go into our shared/R: drive like...

We're basically duplicating (on a more limited scale) what already exists. But no one is responsible for or wants to deal with the shared/R: drive.

And so many people in our office are convinced that "tech" of some sort is the solution to so many issues, even when our agency and the municipal government as a whole doesn't even allow for full access or usage of the full capabilities of the products we have and has a history of poor investment in staying up to date with tech and data tools and solutions.

[iverveinc]

What is the Best Microsoft Development Tool for Your Project?

Introduction

It is crucial to choose the right development tools for any project. It can be overwhelming to figure out which tools are most suitable for your project based on the vast array of options available. We will provide you with insight and criteria in this blog post to help you make informed decisions and select the best Microsoft development tools for your projects.

1) An overview of Microsoft's development tools

Several tools are industry favourites when it comes to Microsoft development. Listed below are a few popular Microsoft development tools:

A. Microsoft Visual Studio

It provides comprehensive tools, debugging capabilities, and integration with a variety of languages and frameworks, making it the leading integrated development environment (IDE) for Windows platform development.

B. Visual Studio Code

It's particularly well-suited to web development because it's lightweight and versatile. Customization options are extensive, extensions are numerous, and debugging capabilities are powerful.

C. Windows Forms

Windows Forms is a powerful framework for building applications with graphical user interfaces (GUI). In addition to providing a rich set of design options and controls, it simplifies the creation of desktop applications.

D. ASP.NET

Building dynamic and scalable web applications is easy with ASP.NET. A variety of development models are available, including Web Forms and MVC (Model-View-Controller), and it integrates seamlessly with other Microsoft tools. For more information on why choose .Net framework for your next project, please refer to our detailed article.

E. Microsoft SharePoint

Designed to facilitate collaboration, document management, and content publishing, SharePoint facilitates enterprise development. A wide variety of tools and services are available for building intranets, websites, and business solutions with it.

F. Azure

In addition to infrastructure as a service (IaaS), Microsoft Azure also offers platform as a service (PaaS) and software as a service (SaaS) services. An application development, deployment, and management environment that is scalable and flexible.

Help Using Microsoft Tools with Expertise

Would you like expert assistance in maximizing the potential of Microsoft tools for your development project? For more information, please visit our comprehensive development services page.

2) When choosing development tools, consider the following factors

You should consider the following factors when selecting Microsoft development tools:

A) Purpose and Technology Stack

Understand your project's purpose and the technology stack needed. Different tools are optimized for different purposes, such as web development, desktop applications, and cloud computing.

B) Ease of Use and Learnability

Make sure the tools are easy to use and easy to learn. Your development team's familiarity and learning curve with the tools should be considered. An intuitive interface and extensive documentation can significantly improve productivity.

C) Desired Features and Performance Goals

Determine what features and performance goals your project requires. Make sure your selected tools provide the necessary functionality and are capable of meeting your project's scalability and performance needs.

D) Specialized Tools and Services

Microsoft offers specialized tools and services tailored to specific requirements. Office 365 development services provide integration with the productivity suite, while Power BI and Power Apps development services enable low-code and advanced data analytics.

E) Security and Regular Updates

Protect against vulnerabilities by prioritizing tools that emphasize security and offer regular updates.

F) Cost-Effectiveness

Take into account the cost-effectiveness of the tools based on the needs and budget of your project. Each tool should be evaluated based on its licensing model, support options, and long-term expenses.

3) Considerations and additional Microsoft development tools

As well as the core development tools, Microsoft Office 365 is also worth mentioning. Microsoft Office 365 offers a range of productivity and collaboration tools, including Word, Excel, Teams, and SharePoint, that seamlessly integrate with development workflows.

Considering the use of development tools requires consideration of costs and prioritizing regular updates. The use of the latest tools ensures data protection, improves overall performance, and mitigates the risk of security breaches.

Using Microsoft development tools like Visual Studio, Visual Studio Code, Windows Forms, ASP.NET, SharePoint Development, and Azure, you have access to a comprehensive ecosystem that supports various development requirements. Power BI development services , Power Apps development services , and Office 365 development services can help you improve your development process and deliver high-quality solutions.

In addition to improving productivity, choosing the right tools can ensure streamlined development and the development of robust, scalable, and efficient solutions. Choosing the right Microsoft development tool for your project requires evaluating your project needs, exploring the available tools, and making an informed choice.

Office 365 Development Services

Get the most out of Microsoft's productivity suite with our Office 365 development services. You can find more information on our website.

4) Conclusion

You can significantly impact the success of your project by choosing the right Microsoft development tools.The factors such as purpose, ease of use, desired features, security, and cost-effectiveness can help you make an informed decision and choose the tools that are most appropriate for your project.

In addition to handling web development and MVP development projects, i-Verve has extensive experience with multiple technology stacks.

[ledbet]

also true for physicians, for any fanfic writers of scrubs or house md or whatever other medical shows are out there (general hospital? Is that Still on?? The resident is a newerish one but is it good?? I’ll just be over here enjoying my scrubs rewatch).

you’ve got the below:

Writing or signing off on patient notes capturing recent treatment decisions, outcomes, etc, you keep a record of what’s happening in case there’s an adverse outcome or in case another doctor picks up the patient. These are time consuming, often done in part by residents and then reviewed/ signed off on by the attending physicians, and depending on the practice may be done over the phone with a voice recording app type thing and then transcribed by a group of people who then may contact the physician if they need to complain about them speaking too fast/mumbling/etc (as often happens when you’re post-call with too little sleep)

arguing with insurance (often over the phone but occasionally via mail or email if you have to send in a letter/records defending treatment decisions)

cover letters/applications for additional jobs within the hospital (a surgeon may apply for an additional position as director of resident education for example)

performance plans for residents who are on probation (ie not succeeding/making poor treatment decisions to the point they may be asked to leave if they do not improve)

Edits to or sign off on letters covering educational opportunities specific to a case (ie hospital admin saw this case didn’t go well and sent you a letter asking you to review the protocols and do better next time and now you have to acknowledge receipt of the letter or write back and tell them how they’re wrong (nicely))

standard workplace compliance training (completing quizzes or signing acknowledgements/release forms etc for sexual harassment training, management training, contact changes, etc)

contact negotiation (reviewing/editing contact terms, possibly done through a lawyer)

paperwork approving travel to/attendance at conferences and other educational programs

and in the same vein but less likely to be called paperwork, there’s these:

making educational presentations for the junior residents (usually ppt)

making presentations for m&m for unusual or difficult cases (morbidity and mortality meetings, usually educational but sometimes contentious/a blame fest, so your presentation better be comprehensive)

drafting or updating treatment protocols or specialty manuals (used within a hospital to capture general important knowledge to hand to people knew to that specialty)

updating the department website or SharePoint

scheduling (someone has to figure out ahead of time who gets the OR when or coverage of someone is on vacation etc)

And more often than you might think, this stuff is done OUTSIDE the hospital working at home, or possibly at the hospital but like when you could go home after your shift is done/clinical responsibilities complete for the day but decide to hole up in your office and bang this stuff out. There’s a reason residents are legally mandated to only work up to 80 hrs a week (and then have to lie on their timesheets when it’s closer to 100. Not everywhere but definitely somewheres)…that’s medicine, baby.

happy writing :)

We don’t talk enough about how fanfiction writers love to give character large amounts of non-specific paperwork they hate doing

[rj17indemy]

Best PDF Annotation Tools for Remote Teams in 2025

In the post-pandemic era, remote and hybrid work models have become the norm for many organizations. As teams collaborate across different locations and time zones, the need for efficient digital tools has grown—especially when it comes to reviewing, editing, and sharing documents.

PDF annotation tools have become an essential part of modern remote workflows. Whether you're editing contracts, giving design feedback, or reviewing technical manuals, a good PDF annotation tool can streamline communication, reduce errors, and enhance collaboration.

So, which PDF annotation tools should remote teams consider in 2025? Let’s explore some of the best tools available today, along with key features that make them ideal for distributed teams.

Why Do Remote Teams Need PDF Annotation Tools?

Remote teams face several challenges when it comes to document collaboration:

Difficulty in giving precise feedback on documents

Version control issues

Delays in approvals or changes

Miscommunication due to unclear comments

PDF annotation tools solve these problems by allowing users to highlight text, add sticky notes, draw shapes, insert comments, and track revisions—ensuring everyone stays on the same page (literally and figuratively).

Best PDF Annotation Tools for Remote Teams in 2025

1. Adobe Acrobat Pro DC

Best for: Enterprise-level teams and design-heavy documents

Adobe Acrobat remains the gold standard in PDF editing and annotation. With features like comment tracking, digital signatures, and seamless cloud integration, it's great for collaborative work.

Key Features:

Add comments, notes, and highlights

Real-time collaboration via Adobe Document Cloud

Integration with Microsoft Teams and SharePoint

Supports password-protected PDFs

Cons: Expensive subscription for smaller teams

2. Bugsmash (Recommended for UI/UX, Web & Document Feedback)

Best for: Teams looking for a centralized feedback platform across web pages, apps, and PDF files

Bugsmash is not just a bug reporting tool—it offers powerful PDF and web annotation features designed for remote-first product, design, and QA teams.

Key Features:

Easy annotation on PDFs, images, and web elements

Visual feedback with screen capture and markup

Centralized dashboard for feedback management

Collaborative comments and tagging features

3. Kami

Best for: Education and training teams

Kami is designed for collaborative learning and team onboarding. It enables real-time annotations, audio/video feedback, and integrations with platforms like Google Classroom.

Key Features:

Live collaboration and voice annotations

Works well with Chromebooks and Google Drive

Offline access to documents

Cons: May not be suitable for advanced business documentation

4. PDFescape

Best for: Small businesses looking for a free PDF editor

PDFescape offers basic annotation tools in a free, browser-based format. Great for startups or teams needing simple markup capabilities without heavy installations.

Key Features:

Add text, highlights, and sticky notes

Supports form filling and basic editing

No downloads required

Cons: Limited cloud collaboration features

5. Xodo PDF

Best for: Teams working across mobile and desktop devices

Xodo offers cross-platform syncing and strong annotation tools for Android, iOS, and desktop users. It's fast, intuitive, and great for on-the-go document reviews.

Key Features:

Highlighting, underlining, shapes, and text boxes

Sync with Google Drive, Dropbox, and OneDrive

Real-time collaboration

Cons: UI can feel cluttered for new users

Choosing the Right Tool for Your Team

When picking the best PDF annotation tool for your remote team in 2025, consider the following:

Ease of Use: Intuitive tools reduce the learning curve.

Real-time Collaboration: Enables faster decision-making.

Integration: Check compatibility with Google Workspace, Slack, Teams, etc.

Security: Look for tools with encryption and access controls.

Cost: Choose based on your team size and budget.

Conclusion

PDF annotation tools are no longer just a “nice-to-have”—they’re essential for maintaining productivity, clarity, and speed in remote environments. From enterprise teams to nimble startups, the right tool can dramatically improve collaboration across geographies.

If you're looking for a centralized, powerful, and easy-to-use platform for PDF and web feedback, check out Bugsmash – the all-in-one feedback and annotation solution tailored for modern remote teams.

[ukrara]

Copilot Studio for Copilot Chat agents

Microsoft Copilot Studio is a unified platform that enables both developers and everyday business users to create Copilot Chat agents. Copilot Studio offers a flexible platform for creating AI-powered agents, and it supports a range of users—from everyday business professionals to technical developers. For business users with no programming experience, Copilot Studio provides a streamlined, no-code experience designed specifically for them.

It uses a guided, form-based interface, from which users can easily create agents for Microsoft 365 Copilot Chat. When doing so, you specify the agent’s purpose, add relevant knowledge sources (such as SharePoint documents or websites), and configure tone and behavior. These agents are well-suited for answering questions, offering guidance, or surfacing organizational information—without requiring any technical setup. This approach is ideal for nontechnical users who want to build helpful agents based on their domain knowledge.

In contrast, technical users and developers can take advantage of the full capabilities of Copilot Studio to create more advanced and integrated agents. Developers can extend agents with Actions, enabling them to perform advanced tasks that are beyond the scope of everyday business users. For example, they can query databases, create support tickets, or interact with enterprise systems through APIs and Microsoft Power Platform connectors. They can also implement authentication, manage multi-turn conversations, and incorporate conditional logic to build complex workflows. These features make Copilot Studio a powerful tool for IT professionals and solution architects who want to build intelligent assistants that not only answer questions but also complete business processes and transactions.

Because Copilot Studio supports both technical and nontechnical users, it enables organizations to scale their use of AI-powered agents across a wide variety of scenarios, from simple information retrieval to sophisticated, task-driven automation.

Key features of Copilot Studio that are used by everyday business users to create agents in Copilot Chat include:

Versatility. Copilot Studio allows for the creation of more versatile agents. They can be used not only in Copilot Chat, but also across various platforms, such as Microsoft Teams and other Microsoft 365 applications.

Capabilities. Copilot Studio offers advanced capabilities such as adding SharePoint sites and documents as knowledge sources, integrating the Code interpreter tool, and enabling image generation.

Customization. Users can define the personality and capabilities of the agent, connect it to various knowledge bases, create actions using plugins, prompts, connectors, and design rule-based topics.

Deployment. Agents created with Copilot Studio can be deployed across various channels and modalities, including custom websites, mobile apps, SMS, and more.

[nimustech]

Microsoft Copilot in Dynamics 365 CRM: The Future of AI-Powered Business Productivity

In today’s fast-paced, data-driven business environment, productivity tools must go beyond basic automation. They need to empower users with real-time intelligence, remove repetitive tasks, and improve decision-making. Enter Microsoft Copilot in Dynamics 365 CRM—an AI-powered assistant that seamlessly integrates with Microsoft's suite to enhance how teams sell, serve, and engage with customers.

Copilot uses cutting-edge artificial intelligence (AI) and natural language processing (NLP) to analyze data, provide insights, automate tasks, and drive productivity across departments like sales, marketing, and customer service.

What Is Microsoft Copilot in Dynamics 365 CRM?

Microsoft Copilot is a smart AI assistant integrated into Dynamics 365 CRM. It helps users:

Interact with CRM data using natural language

Get AI-powered recommendations and insights

Automate repetitive tasks

Improve communications and customer interactions

Whether you're a salesperson chasing leads or a support agent resolving customer issues, Copilot works in the background to make your day more efficient.

Key Features of Copilot in Dynamics 365 CRM

1. Intelligent Insights & Recommendations

Copilot analyzes historical data and ongoing customer interactions to offer actionable suggestions. Whether it’s identifying leads likely to convert, predicting deal closures, or highlighting customer churn risks, Copilot helps teams work smarter—not harder.

2. Conversational Interface

No need to navigate complex menus. You can ask Copilot simple questions like:

“What’s the status of my open opportunities?”

“Summarize my last call with Client X.”

You get quick, context-rich responses that eliminate the need for digging through multiple records.

3. Automated Workflows & Task Management

From updating records and assigning follow-ups to logging activities, Copilot automates everyday CRM tasks. This significantly reduces manual effort, ensures nothing falls through the cracks, and lets your team focus on strategic actions.

4. AI-Powered Email and Communication Assistance

Drafting personalized emails can be time-consuming. Copilot suggests email content based on customer history, previous interactions, and CRM data. It can also:

Summarize long email threads

Recommend follow-up messages

Suggest attachments and documents from SharePoint

5. Sales Process Optimization

Copilot enhances sales by:

Highlighting stalled deals

Recommending next steps

Analyzing win/loss trends

Forecasting revenue

For example, if a lead hasn’t been contacted in 10 days, Copilot might say:

“This opportunity has had no activity in 10 days. Consider following up with the customer.”

This kind of proactive nudging helps sales reps stay on top of their game.

6. Customer Service Optimization

Customer service agents benefit from:

Real-time response suggestions

Access to relevant knowledge articles

Automated case summaries

This ensures faster resolutions and a more consistent customer experience.

7. Data-Driven Strategy Support

Copilot helps marketing and sales leaders identify patterns in CRM data to fine-tune strategies for customer retention, lead generation, and campaign effectiveness.

Microsoft Copilot in the Dynamics 365 Sales Hub

The Sales Hub App is where Copilot truly shines for sales teams. It helps reps:

Prioritize leads and opportunities

Receive deal health insights

Automate communication

Keep CRM data up-to-date

Use Case Example:

A seller opens an opportunity record. Copilot notices there’s been no engagement for over a week and prompts:

“No activity recorded in 10 days. Consider following up.”

This real-time insight helps the rep prioritize tasks and improve conversion rates.

Core Features in Sales Hub:

✅ Record Summaries

Summarizes key information about leads, opportunities, and accounts—available as embedded widgets on forms.

✅ Recent Changes

Tracks and displays recent updates made to key records using audit logs.

✅ Meeting Preparation

Before a customer meeting, Copilot provides summaries from relevant CRM records to help reps prepare faster.

✅ Email Drafting

Copilot can generate, edit, or improve emails based on the context of a customer’s status, preferences, and history.

Microsoft Copilot in Customer Service

In customer service scenarios, Copilot transforms the way support agents work. It supports them during live conversations and in case management tasks.

Features Include:

AI-generated case summaries

Response recommendations for live chats or emails

Suggested knowledge base articles

Context-aware task updates

Real-World Impact:

Imagine an agent handling a support case involving a product return. Copilot fetches the last interaction, suggests the relevant return policy document, and helps the agent draft a response—cutting response time by over 50%.

How to Enable and Configure Copilot

1. Role Requirements

To use Copilot, ensure proper roles are assigned:

Administrators: System Administrator or System Customizer

Sales Users: Sales Manager or Salesperson

Service Agents: Customer Service Representative or Custom Support roles

Custom roles must be granted the right privileges.

2. License Requirements

Copilot capabilities may require an additional license (free or paid) on top of your existing Dynamics 365 subscription. For the most accurate pricing, consult the Microsoft Dynamics 365 Pricing page or your Microsoft representative.

3. Turning Copilot On in Sales Hub

Steps:

In Sales Hub, go to Change area > App Settings

Under General Settings, select Copilot

Click Turn audit on to enable audit history (required for recent change summaries)

Note: If audit history is already enabled globally or for specific tables (like lead, opportunity, and account), the “Turn audit on” option won’t be shown.

4. Add Copilot Widgets in Custom Forms

If you're using custom forms in Power Apps:

Go to Tables > Forms

Open the form editor

Add a 1-column section

From the Components tab, insert the Record Summary component

Save and publish the form

Integration With Other Tools

Copilot integrates seamlessly with:

SharePoint (to fetch documents)

Microsoft Teams (for collaborative selling)

Power Platform (to build automated flows and apps)

Power Virtual Agents (to extend chatbot capabilities)

This tight ecosystem integration ensures users don’t need to switch between apps to complete their tasks.

Benefits at a Glance

AreaBenefitSalesDeal prioritization, lead conversion insights, sales forecastingCustomer ServiceFaster case resolution, smarter replies, reduced manual effortAdminsEasy setup, role-based access, audit loggingAll UsersNatural language queries, streamlined workflows, AI-powered summaries

Final Thoughts: Is Copilot Right for Your Business?

If your business uses Dynamics 365 CRM, adopting Microsoft Copilot is a no-brainer. It reduces manual effort, enhances data interpretation, and provides personalized, real-time support for teams at every level.

By blending AI with human workflows, Copilot doesn’t replace users—it empowers them. Whether you're a sales leader aiming to hit targets or a support agent trying to resolve issues faster, Copilot makes the experience more productive and less stressful.

Get Started Today

Explore Microsoft Copilot through a free trial or contact your Microsoft partner for implementation support. With Copilot, your CRM system transforms from a database into a dynamic assistant that truly works for you.

[randbnetworkss]

Boosting Productivity with Microsoft 365: Tools Your Business Isn’t Using Yet

Boosting Productivity with Microsoft 365: Tools Your Business Isn’t Using Yet

In today's fast-paced digital landscape, efficiency is everything. While many businesses use Microsoft 365 for email and document sharing, they often overlook powerful features that could drastically improve team productivity, collaboration, and project management. Here are some underused Microsoft 365 tools your business should start using now.

1. Microsoft Planner: Simplified Task Management

Microsoft Planner offers an intuitive way to organize tasks, assign them to team members, set deadlines, and track progress. Unlike Excel to-do lists, Planner gives you a visual, drag-and-drop interface that integrates seamlessly with Teams and Outlook.

Use it for:

Team task tracking

Project milestones

Department-specific dashboards

2. Power Automate: Workflow Automation

Power Automate (formerly Flow) helps you eliminate repetitive manual tasks by setting up automated workflows. From email alerts to file backups and social media posting, Power Automate connects over 300 applications.

Use it to:

Auto-approve vacation requests

Send reminders for deadlines

Backup attachments to OneDrive automatically

3. Microsoft Lists: Smart Data Tracking

Microsoft Lists allows you to create customizable databases within your Teams or SharePoint environment. Whether you're tracking inventory, managing leads, or onboarding new employees, Lists brings structure and visibility to your data.

Use it for:

CRM alternatives

Asset management

Onboarding checklists

4. Microsoft Forms: Instant Feedback Collection

Want to gather feedback quickly? Microsoft Forms is a lightweight tool for creating surveys, quizzes, and polls. Results are collected in real-time and can be exported directly to Excel for deeper analysis.

Use it for:

Customer satisfaction surveys

Employee engagement polls

Training assessments

5. Delve: Personalized Content Discovery

Delve uses AI to surface the most relevant documents and updates for each user based on their work and collaboration history. It helps you find what matters without wasting time searching.

Use it to:

Quickly locate shared files

Stay updated on your team's work

Discover useful content automatically

Unlock the Full Potential of Microsoft 365 with R&B Networks

At R&B Networks, we specialize in helping businesses fully leverage their Microsoft 365 subscriptions. Whether it’s setting up secure cloud environments, automating business processes, or integrating collaboration tools, our team ensures you get more done in less time.

Ready to optimize your workflow? Visit www.randbnetworks.com to get started.

#Microsoft365 #ProductivityTools #WorkflowAutomation #RBNetworks #CloudSolutions #DigitalWorkplace #MicrosoftTeams #Office365Tips

[preeminentsoftcom]

Microsoft Dynamics CRM Development Company – Preeminent SoftCom

Microsoft Dynamics CRM development Company | Microsoft Dynamics CRM | Microsoft Dynamics 

In order to stay competitive in an era where customer connections drive company success, businesses must use intelligent, scalable, and adaptable CRM systems. Microsoft Dynamics CRM is an industry-leading platform for managing client contacts, automating business processes, and increasing departmental efficiency. Preeminent SoftCom, a leading Microsoft Dynamics CRM Development Company, has been assisting enterprises from many sectors in realizing the full potential of this advanced CRM platform.

Preeminent SoftCom, with over 16 years of industry expertise and a dedication to innovation, offers bespoke Microsoft Dynamics CRM development services that address specific business challenges and deliver proven results.

Why Choose Preeminent SoftCom for Microsoft Dynamics CRM Development?

Preeminent SoftCom is more than simply a CRM solution provider. As a Microsoft Dynamics CRM Development Company and a Microsoft-certified firm, we deliver customized, end-to-end Microsoft Dynamics CRM solutions to enterprises globally. Our strength lies in combining deep domain knowledge with cutting-edge technical expertise to create solutions that are scalable, secure, and future-ready.

1. Comprehensive Service Offerings

Preeminent SoftCom offers a full range of services across the entire Dynamics CRM lifecycle:

CRM Consulting: We work closely with clients to analyze their business processes and recommend the most effective CRM strategy using Microsoft Dynamics.

CRM Implementation: Our experts ensure a seamless deployment of Microsoft Dynamics CRM, minimizing disruptions and aligning the platform with your organizational goals.

Customization and Configuration: Every business is unique, and so should be its CRM. We offer deep customization of Dynamics CRM to fit specific workflows, processes, and user roles.

Integration Services:We combine Microsoft Dynamics CRM with other Microsoft technologies such as Office 365, SharePoint, Power BI, and Azure, as well as third-party applications, to form a cohesive digital platform.

Migration and Upgrade:Whether transitioning from legacy systems or upgrading to the most recent Dynamics version, our team assures data integrity, minimum downtime, and a seamless transition.

Training and Support: Post-deployment, we provide ongoing technical support, user training, and system optimization to ensure long-term success.

2. Industry-Specific CRM Solutions

Preeminent SoftCom creates Microsoft Dynamics CRM solutions that are tailored to the particular demands of each sector. Whether you work in retail, manufacturing, banking, healthcare, or logistics, our team creates customized solutions to suit your industry's specific difficulties and regulatory needs.

3. Global Presence with Local Expertise

Preeminent SoftCom operates in India, China, Japan, Hong Kong, and Taiwan, combining global skills with local experience. This enables us to service both international corporations and regional businesses with similar efficiency and relevance.

Benefits of Microsoft Dynamics CRM

Microsoft Dynamics CRM provides a comprehensive range of tools and capabilities that help organizations improve client connections, automate sales and marketing, and make data-driven decisions.

Key Benefits Include:

Centralized Customer Data: Access a 360-degree view of customer information, helping teams personalize interactions and improve service delivery.

Sales and Marketing Automation: From lead tracking to campaign management, Dynamics CRM automates key processes, increasing efficiency and conversion rates.

Enhanced Collaboration: Seamless integration with Microsoft Teams, Outlook, and other tools ensures teams work better together.

Advanced Analytics: Built-in dashboards and reporting tools provide valuable insights to support informed decision-making.

Scalability and Flexibility: Whether you're a startup or an enterprise, Dynamics CRM grows with your business and adapts to changing needs.

Cloud and On-Premise Options: Choose between cloud deployment for flexibility or on-premise for greater control over data and infrastructure.

Proven Track Record of Success

Preeminent SoftCom has successfully installed Microsoft Dynamics CRM systems for more than 6,000 enterprises worldwide. Our clients benefit from enhanced consumer engagement, simpler processes, and higher ROI.

Our development team is made up of trained experts that offer enthusiasm, technical expertise, and creativity to each project. From tiny businesses to giant corporations, our solutions are intended to provide results.

Client-Centric Development Approach

At Preeminent SoftCom, we use an interconnected, agile development technique. We begin by learning about your business objectives, pain spots, and CRM ambitions. From planning and design to development, testing, and deployment, each process is carried out with openness, responsibility, and a focus on producing value.

Furthermore, we prioritize user adoption by ensuring that the CRM system is simple to operate and aligned with your teams' workflows. This assures both a successful technical execution and high user engagement.

Preeminent SoftCom – Your Trusted CRM Partner

Choosing the correct Microsoft Dynamics CRM Development Company is critical for reaping the full benefits of the platform. Preeminent SoftCom distinguishes itself through extensive technical knowledge, industry competence, and a constant dedication to client satisfaction.

With a mission to empower businesses through smart digital solutions, we assist firms in enhancing customer relationships, automating operations, and scaling confidently. Whether you're just getting started with CRM or looking to optimize an existing system, our expert team is here to help.

Get Started Today

Preeminent SoftCom is your trusted, competent, and inventive Microsoft Dynamics CRM development partner. We know CRM inside and out and are ready to walk you through every step of your transformation journey.

Contact Us:

Address: H-140, BSI Business Park, Sector 63, Noida - 201301

Phone: +91 120 423 3794 | +91 989 985 0421

Email: info@preeminentsoft.com

Final Thoughts

In today's fiercely competitive economy, customer experience is crucial. Partnering with Preeminent SoftCom, a trusted Microsoft Dynamics CRM Development Company, empowers your business to build deeper relationships, drive sales, and shape a more intelligent corporate future through expert development services and the robust capabilities of Microsoft Dynamics CRM. Contact us 

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Why a SharePoint-Based Quality Management System Might Be the Smartest Move for Your Business

Let’s face it—managing quality across an organization isn’t easy. Between document approvals, training updates, audits, and staying compliant with industry standards, things can get overwhelming fast. That’s why more and more companies are turning to digital Quality Management Systems (QMS) to stay on top of it all.

If your organization is already using Microsoft 365 or SharePoint, there’s a big opportunity to make your quality processes more efficient with a SharePoint-based QMS.

What Makes SharePoint Ideal for Quality Management?

Most companies use SharePoint for storing documents, team collaboration, or internal communication. But with a few smart enhancements, it becomes a powerful platform for managing quality—without the need for complex, standalone systems.

Let’s break down how it works.

1. Better Document Control - Managing SOPs, manuals, policies, and forms can be a headache. A SharePoint-based quality system makes it easier with automated approval workflows, version tracking, and secure access—all in one place. Everyone knows where to find the latest version, and no important documents get lost in email threads.

2. Streamlined CAPA Workflows - Handling Corrective and Preventive Actions manually is slow and often disorganized. A SharePoint solution automates the CAPA process from submission to closure. You can assign tasks, track progress, and ensure accountability—all while reducing delays and improving outcomes.

3. Audit Made Easy - Preparing for audits can be stressful, but a SharePoint QMS keeps everything in order. You can schedule audits, track findings, and monitor corrective actions through dashboards and real-time updates. It ensures you're always ready—no last-minute scrambling required.

4. Efficient Training Management - Need to roll out new procedures or compliance training? SharePoint integrates smoothly with Microsoft tools to assign, monitor, and document training activities. This makes it easy to track who’s trained, who’s due, and who’s overdue.

5. Non-Conformance Handling - Reporting and resolving non-conformances shouldn’t be a drawn-out process. With SharePoint’s automation capabilities, you can capture incidents through custom forms and route them directly to the right people for quick resolution.

Why Consider a SharePoint QMS?

A SharePoint QMS brings all your quality activities into one secure, centralized platform. It simplifies how your teams manage compliance, collaborate, and continuously improve processes. You also avoid investing in yet another system—since you’re building on tools your team already knows and uses.

Final Thoughts

Quality doesn’t need to be complicated. With a SharePoint QMS, you gain better control, faster workflows, and improved visibility—without leaving the Microsoft ecosystem. Whether you’re looking to meet ISO standards, maintain FDA compliance, or just want to stay more organized, this solution offers the flexibility and power to grow with your business.

If you're ready to take the next step in simplifying quality management, a SharePoint QMS could be the game-changer your organization needs.

[qhsetools2022]

To Create Value with AI, Improve the Quality of Your Unstructured Data

A company’s content lies largely in “unstructured data”—those emails, contracts, forms, Sharepoint files, recordings of meetings and so forth created via work processes. That proprietary content makes gen AI more distinctive, more knowledgeable about your products and services, less likely to hallucinate, and more likely to bring economic value. As a chief data officer we interviewed pointed out,…