2013
Mobile Solutions

You have heard the saying ‘we’re only human’?  It’s a phrase we use to remind ourselves that we are prone to making mistakes.  In your business, your team members do not intentionally enter incorrect data or lose information but it

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SharePoint Support

There is a widely-held opinion that SharePoint’s 2013 Records Management out-of-box functionality is not robust enough to manage records at an enterprise level. This blog explodes that myth and exposes the top challenges that can make or break your SharePoint

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One of the biggest challenges projects face is reaching a successful closure, one where everyone at the table agrees that together we’ve made it to the finish line with flying colors. At Navantis we rely on a powerful tool to

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December 27, 2013

A Toy for Every Girl and Boy

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As the holidays approached this year and we were busy filling stockings and putting presents under the tree for those we loved, we felt it was the perfect time to also give a thought to those who struggle to get

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November 6, 2013

Got SharePoint? Need Help?

Written by Posted in CRM, Hot Topics, SharePoint, Strategy Comments 1
SharePoint Support

In a SharePoint environment, on average, a quarter of the cost is associated with facilities, another 40% is allocated to labor, and the ROI is still questionable for many organizations. It should also be considered that experienced SharePoint resources are

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November 6, 2013

A Different Kind of Team Building

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I have taken part in many team building activities over the years. They typically involve being plopped into a group of colleagues you don’t work with on a daily basis and participating in endless icebreakers in an attempt to “get

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At Navantis we see hundreds of SharePoint environments. Some we build, some we rescue and a lot of which we manage. Our clients run their business on SharePoint. It’s their communications portal, their frontend interface to applications, their internal or

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The recent announcement that Lenovo is planning to throw their hat in the BlackBerry fire-sale ring has caused a flurry of commentary in newspaper business columns and blog posts – and the noise is not likely something that will help

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Last week I underwent an intensive immersion in all things Yammer in a two day session provided by Microsoft and Yammer folks in Chicago, and I left with a newfound enthusiasm for the Yammer platform and its potential for adoption

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I recently returned from my second International Legal Technology Association (ILTA) conference and thought I would blog about some of the trends I’ve noticed within the legal vertical since I started at Navantis 18 months ago.  There’s no real structure

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There are a number of things I hold onto from my past, but my operating system isn’t one of them. Microsoft Windows XP was released in the fall of 2001 and has had a good long run, its support from

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Like most of us on every project we bump into some of the CRM restrictions and we need to somehow display some records and the only way it seems to be a SSRS report. One way I found it can

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men negotiating contract

TORONTO, ONTARIO, August 26, 2013: Navantis, a North American systems integrator and Microsoft Gold Partner today announced the acquisition of the Dolphin Contract Manager (DCM) solution from San Francisco-based Seal Software, a premiere provider of Contract Lifecycle Management, Contract Discovery

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A large number of organizations rely on public folders for day to day business and they cannot get away from them. This becomes an issue for those organizations in that they are limited in their ability to migrate or upgrade

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Have you ever experienced the inconvenience of trying to view a website on your mobile phone only to encounter missing content or bad formatting?   Or how about the frustration of clicking on a link in your boss’ email only to

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August 9, 2013

Using Best Bets in SharePoint

Written by Posted in Hot Topics, SharePoint, Technology Comments 0

One of SharePoint’s most valuable functions is its Search Capability.  Not only does it leverage the content that it crawls within your organization’s database, but it is also able to track the frequency each keyword is used in the Search

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June 7, 2013

CRM Demos: A Customer’s Primer

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On the occasion of my colleague and good friend, Mark AuCoin, being named Microsoft’s Global Pre-Sales Specialist of the Year, I thought I would share some thoughts on the CRM Demonstration process. As a potential CRM customer, I’ll describe what

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Certified for Microsoft Dynamics CRM solution Peopleworks is maximizing on industry trends to drive member engagement through online collaboration. Peopleworks supports an innovative and key differentiator in its forums and message boards section of the Online Portal. This forum and

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As part of my job at Navantis over the years, I have sat in on hundreds of our clients’ meeting rooms. In many of those rooms, I see very elaborate and expensive video and teleconferencing equipment. I have seen many

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This is the first blog in a series of posts related to “Migration” and “Upgrading” to the latest SharePoint 2013 Platform. Many of our Enterprise customers are hearing a lot of good things about the new features and functionalities. They

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At Navantis, we have completed many CRM implementation projects and I believe the ‘missing link’ in most plans is the amount of time allocated to Change Management. Training alone does not ensure the successful adoption of your new CRM environment.

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April 23, 2013

Final Thoughts on MMS2013

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Now that it has been a week since MMS2013, and the dust is starting to settle down, I’ve been going over my notes and the great material I had the opportunity to experience while there. As a consultant, I approach

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I have implemented System Center 2012 Configuration Manager for many clients, and while many of them use it just for their desktops or laptops, they do not use it for their servers. For various reasons, they are reluctant to add

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It was another packed day at MMS2013, so busy that I need to master my own schedule to get the most out of it. It is often doubted just how busy a typical day is at MMS2013, so I figured

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When I registered for MMS2013, it was noted that as participants, we should be prepared for lots of walking. I normally expect this, but this year MMS2013 is taking place in Mandalay Bay, where the Convention Center and Event Center

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With MMS 2013  just around the corner, one of the most exciting aspects of the event this year is the focus on some of the new CISCO gear (Nexus 1000V and Cisco UCS) and Microsoft Hosting solutions (SPF System Center,

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Today, I won’t be going into a detailed explanation of how to dynamically change the fetchXML for a sub-grid. Instead, I’m going to show you a small detail that will fix your view. So let’s begin… We have the following

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April 1, 2013

Introduction to PowerShell 3.0

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Today, I’m going to give you a brief introduction to PowerShell 3.0, the newest version of the PowerShell family that comes built in with Windows Server 2012. For many years, there has been a controversial topic among the Microsoft and

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Are you a project manager who is continually calling Accounting to ask for information on your jobs? Do you ask questions like: What are my commitments? How am I doing compared to my budget? What is the Net Profit on

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March 11, 2013

A Few of My Favourite Things…

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Visual Studio 2012 and Team Foundation Server 2012 have been out for a while now.  There is a lot that is new and there is a lot that is awesome in this release.  For a complete list, please see “What’s

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March 6, 2013

When is Dynamics CRM the “Right Fit”?

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We get asked this question a LOT.  When do I need CRM vs. using Outlook, Sharepoint, Excel, Access or any other Microsoft platform product that provides an ability to track data in some kind of structured way?  The answer is

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The clock is ticking for those enterprises who still have SharePoint 2003 deployments, and the distant drumming begins for those who have any investment in the SharePoint 2007 platform. Microsoft’s support of both of these products have recent or upcoming

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I get asked the question “What are you working on these days?” a lot. Well, one of my responses is, that I spend a lot of my time of late having conversations with our clients around Office 365. When I’m

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February 13, 2013

SSDT vs. Data Dude Part 1

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When I first encountered Visual Studio 2008 Database Projects (or “Data Dude”), I was truly blown away.  Database development suddenly got real.  For too long database development was delegated second class status – all of the work in the database

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Online meetings are integral to successful businesses. The beauty of virtual rendezvous lies in their convenience and cost effectiveness: members from around the globe can meet at a specified time and confer with one another without incurring travel costs.  A

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January 28, 2013

Ethical Leadership of Innovation

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The primary goal of corporations is to create money for its shareholders.  Executives and managers are faced with the responsibility of making sure that the businesses with which they are associated remain profitable for the sake of its stakeholders.  Solely

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January 16, 2013

Top 5 Features of Windows 8 for IT Pros

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In the grand old tradition of “Top x” lists, here’s my own (highly biased) take on the best features of Microsoft’s newest client operating system (in no particular order). Keep in mind, my perspective is that of a power user,

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In an effort to go towards a user-centric environment, Microsoft introduced a new method of deploying applications in ConfigMgr 2012, entitled Applications Management.  It provides a way of deploying an application to a user by associating a user with a

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January 16, 2013

IT as a Service

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Welcome to the first of many blog post addressing IT Service Management and Delivery. Over the past several years, we in the IT world have embraced the “as a Service” mantra in the race to the Cloud. Striving to establish

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January 16, 2013

Taking CRM Out of the Box

Written by Posted in CRM, Technology Comments 0

I was reviewing some of the available CRM content off various websites and I was amazed to see that, for the most part, IT professionals are still talking about traditional uses of CRM. By traditional, I am referring to Contact

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Recently I installed an instance of TFS 2012 and TFS 2012 Build for a client.  It is a simple setup with TFS 2012 on one server and TFS 2012 Build (one controller and one agent) on another server.  The client

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Managing QA, Automation, Performance and Distributed test environments are key part of software testing lifecycle and QA process. The lab management feature of Microsoft Test Manager enables testing teams to simply manage their existing test environments and simplify the process

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January 3, 2013

Saving Site Templates in SharePoint 2013

Written by Posted in SharePoint, Technology Comments 0

One of the key features in SharePoint is the ability to create customized sites and to save these as “Site Templates”.  You can take a site that you have spent hours configuring to a specific customize format including creating document

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The new SharePoint 2013 app model allows for some great opportunities to integrate externally hosted and/or developed apps that can be used to surface or send data into your SharePoint intranet, extranet or public facing web site. However, this model

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One of the key features in SharePoint 2013 is the ability to add in third party applications through the SharePoint App Store.  Adding an app is easy – just go under settings and click on Add an App.  On the

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