SharePoint
As the Sales team further evaluated their Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, they observed that their SharePoint Search results were returning the “Name” property of Sales Contracts when running searches. This is not useful because they… 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). They’ll again mirror this… 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 ›
Sales has taken several steps to setup their IA following best practices for Office 365 and SharePoint. That is, defining the Intranet site hierarchy, site content types, site columns, lists, views, and so on. This foundational work was necessary in… Read More ›
Sales has configured a workflow to automatically create the first task in the chain of approvals that push a contract through its Contract Lifecycle Management (CLM) system in Office 365 and SharePoint. The lifecycle and first workflow are covered in the… Read More ›
Stepping out of the scenario for a moment – I had planned to title this post “Business Management in Office 365 and SharePoint – Starting with Microsoft Flow”. But, after building this part of the solution with Microsoft Flow and… Read More ›
