20 Best SharePoint & Office 365 CRM Solutions
Collab365
by Connor Deasey (Collab365)
3w ago
SharePoint has the flexibility to be transformed into many different types of applications and this is proven in the CRM space as well. Many of the products and solutions in our CRM directory offer features such as contact management, BCC email inbox, document storage (for documents such as invoices and PO's), mobile access, workflow capabilities and of course the management of day to day customer activities such as meetings, calls, tasks and so on. Some of the solutions listed are full CRM systems and some help with some aspect of managing you customers in SharePoint. Dynamics CRM This ..read more
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10 Best SharePoint Email Management Software
Collab365
by Connor Deasey (Collab365)
3w ago
Check out our list of Email management software that integrates with SharePoint (and/or Office 365) into your favourite email clients such as Outlook. The tools in this category offer features such as the ability to automatically attach a SharePoint document without leaving the client. Some also offer the ability to automatically store your emails into a SharePoint document library. If you haven't got an e-mail solution for SharePoint, these are well worthy of a look! MacroView Message Save directly to SharePoint, Office 365 and One Drive for Business from Outlook with Macroview Message ..read more
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23 Best SharePoint Workflow Tools
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by Connor Deasey (Collab365)
3w ago
Our list of SharePoint Workflow Tools where you will find complete replacements for SharePoint Workflow as well as complimentary tools. DocRead for SharePoint DocRead for SharePoint helps you make compliance simple. It can be used to ensure staff compliance by effortlessly requesting that staff read and agree with your policies and procedures, project docs, HR docs, etc in a fully trackable process. Save time by using SmartMove within DocRead. Don’t worry about leavers/joiners or people moving between teams. Just set up tasks against teams and departments and DocRead will make sure the r ..read more
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BEST SHAREPOINT MIGRATION TOOLS
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by Fraser Beadle
1M ago
Our list of SharePoint migration tools allowing you to migrate data, sites and documents from on-premises to hybrid or online. The tools listed in this category are generally packed full of features and be sure to check out our comparison matrix on the SharePoint communuity. Proventeq Proventeq provides industry-leading information management technologies enabling organisations to accelerate growth, work smarter and improve digital experiences. Our flagship solutions, the Migration Accelerator, enables smooth and error-free migration from your existing platform to a modern enterprise con ..read more
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Top SharePoint Help Desk Software
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by Fraser Beadle
1M ago
Compare the best SharePoint Help desk & ticketing support softwar. The help desk products work SharePoint on-premises or online in Office 365. Browse our list to help turn SharePoint into a great help desk, ticketing and self service portal. When you combine the power of SharePoint's collaboration and documentation features, with a purpose built help desk ... that's some real power! We've solutions from CrowCanyon, SPMarketplace, HarePoint and more software vendors. SP Marketplace - SP Customer Service SP Customer Service turns Office 365 and SharePoint into a next generation portal ..read more
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How To Launch A Power BI Career (or side-hussle)
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by Jon Manderville
1M ago
When we start wanting to learn a new skill, it tends to be for one of these reasons:  A desire to change career or role Seeking better pay To make income via a side-hussle Trying to build an in demand skill The ideas about changing career or about making extra income are common ones.  It's less common to know how to go about making it actually happen. In this post, I'm going to share some tips that I believe will help if you want to make that change a reality - and specifically if you are considering a role or career with Power BI.  Is There REALLY Anything Stopping You ..read more
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Power BI vs Microsoft Excel – which is the most secure?
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by Mark Jones
5M ago
As part of a Power BI vs Excel Webinar, I recently put together, I wanted to find out which tool offered the best security when sharing reports with others. Specifically, I wanted to look at what options are available to us for securing at the report / Excel file level and how we can do row-level security.  By row-level security, I mean ... how do we secure specific rows in a report so that only a set of prescribed people can view them? Salary information is an excellent example of when you'd want to do this. For example, imagine you have a spreadsheet of company salaries, and you'd ..read more
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Power BI vs Excel – Which is best at sharing and distributing your reports and dashboards?
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by Mark Jones
5M ago
As part of a Power BI vs Excel Webinar, I recently put together, I wanted to find out whether Power BI or Excel offered the best experience for sharing and reporting reports/dashboards. I know Excel isn't just a reporting tool; it offers excellent features such as pivot tables, charts, filters and slicers to create them. In this video, I look at the options available when we would like to distribute or share a report with co-workers.  To watch the entire webinar called "6 Reasons Why Power BI Is Better Than Microsoft Excel For Building And Sharing Your Reports And Dashboards". Go ..read more
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Excel vs Power BI: Which is best for mobile device users?
Collab365
by Mark Jones
5M ago
As part of a Power BI vs Excel Webinar, I recently put together, I wanted to find out which tool is best for mobile device users. Excel and Power BI have fantastic mobile apps in the ios and google Play stores, but which is best for viewing and interacting with reports? In this video, I demonstrate how both apps cope when viewing a report on an iPhone. In addition, I also switched the Power BI desktop application to show how you can easily create responsive, mobile reports that are a joy to use.  To watch the entire webinar called "6 Reasons Why Power BI Is Better Than Microsoft E ..read more
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Power BI vs Excel: Which creates the most interactive reports?
Collab365
by Mark Jones
5M ago
As part of a Power BI vs Excel Webinar, I recently put together; I wanted to find out which tool has the best way to create interactive user reports. On the face of it, both tools have fantastic visualisation capabilities and excellent ways to pivot, filter and slice your data. So, if they offer the same features, what's the point of using Power BI as we all have Excel on our desktops? In the video below, you will find out why I think Power BI is much better than Excel at creating Reports and Dashboards. BTW, to watch the entire webinar called "6 Reasons Why Power BI Is Better Than M ..read more
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