In this post I’ll demonstrate how to use Power BI for Reports against CLM Tasks (Contract Lifecycle Management) stored in SharePoint. You’ll also see an important use of Visual Level Filters as well as a demonstration of the Colorblind theme…. Read More ›
You saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. That example used a pivot table to report on the status of Contract Lifecycle Management Tasks as they relate to a Sales… Read More ›
SharePoint Calendars with Event Date Search SharePoint Calendars are often rendered as a virtual calendar. However, with Search web parts and calculated event date filters in Office 365, the discovery of relevant events and information can be greatly improved. SharePoint… Read More ›
SharePoint Search Scenario Background Search is going to be a key part to any business management system in Office 365 and SharePoint. In this post, we mapped our crawled Expires Date property to the Managed Property named RefinableDate00. Afterwards, the… Read More ›
Contract Lifecycle Management and Microsoft Excel There are many ways to generate Contract Lifecycle Management reports in SharePoint and Office 365. To start, view the backround on how to convert the home page into a reporting dashboard: Most fully functional… Read More ›
The next couple of posts will focus on SharePoint Search in Contract Lifecycle Management scenarios. This post demonstrates how to use SharePoint Search Refiners to narrow down Search Results on sales contracts in a CLM SharePoint site. Results will be… Read More ›
As we further evaluate the Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, observe that the SharePoint Search results are returning the “Name” property of Sales Contracts when running searches. This is not useful because we want to… Read More ›
As you continue following Sales in building their business management system in Office 365 and SharePoint, recall where they (i.e. Sales) and IT left off when creating sites for the Intranet (everything in green is created). We’ll mirror this site… Read More ›
The Sales CLM site in Office 365 SharePoint is focused solely on the contract lifecycle management process. It’s not meant for collaboration on broader sales initiatives, isn’t intended for cross-team projects, isn’t supposed to be used for driving other process,… Read More ›
What holds true, regardless of whether you build your business management system in Office 365 and SharePoint or on another platform, is that many pieces of your end product will depend on reports. Whether its performance tracking, ROI evaluation, status overviews, revenue… Read More ›