Integrate MS Teams Shared Channels in Salesforce

Working in Teams within SalesforceIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at collaboration to ensure everyone who works on any given opportunity pools all communication and resources into one dedicated Teams Channel.Structure…

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Combined Security: Integrate SharePoint DMS in Salesforce

Data Security ConcernsIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at one of the most important topics when it comes to CRM and data in general: Security. Ensuring data is only kept where…

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Enrich Experience Cloud with embedded SharePoint and Teams

Keeping in Touch With Your CommunityIf you work with customer data, there’s a vast network of information, security and organization that needs tobe kept track of. Thankfully, there is software that can make your life easier. In this new blog series, we want to explore how Salesforce and Microsoft’s SharePoint separately aid in this endeavor and how to combine these two into one fully established entity to create the best of both worlds.In today’s blog, we’ll take a closer look at the lifeblood for a lot of companies: Their communities and, by extension, the tools necessary to interact with their…

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Is it possible to access my Salesforce contacts in Outlook?

Connecting people across tenants and systems As a company grows, so does their reach - or at least that is the goal. By reach, we mean the amount of people we are in contact with, can show or sell our products or services to and the scope even beyond that as we continue to grow. With that, certain issues tend to show themselves, especially when it comes to personally or digitally trying to reach out to these ever-growing numbers of people. Back in the day, we used physical paper address books to keep a list of names, phone numbers and…

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How can I simplify Visitor Registration in Outlook?

Visitor registration and its difficultiesA perfect visitor registration is a positive calling card for every company. If the reception is already informed when a visitor arrives, the badges are already prepared and the invitee can be informed with one click.In reality, however, with Outlook the whole thing usually looks different and separate processes increase both the effort and the susceptibility to errors.Are there ways to also register visitors when creating meetings?How can I simplify the registration processes for both visitors and staff?Is it possible to register group(s) as visitors in Outlook?Can you immediately assign visitors to a meeting and room?If…

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Can I book Shared Desks in Outlook?

Creating a hybrid workplaceWith many companies downscaling their office capacity post Covid to accommodate the increased amount of people working remotely, flexibility and adaptability of the existing workplace has become central.Whether it's office week, home (office) week, a mix of the two with only certain days in person at the company or something else, there are a few key questions that one should look at to create a good hybrid work environment. Some of them include the following:What ways are there to organize and manage desk- or room sharing?Can I simplify the process, ensuring it's always up to date and…

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How can I enhance multi-tenant collaboration?

Company Mergers and Exchange issuesWhenever companies expand their business, be it through merging, acquiring or daughter companies, there are many new opportunities for success, evolution and collaboration.With all of the opportunities also come new challenges, however. Coordination, organization, communication are all topics that need to be figured out - something that calendaring can help with, if it weren't also on different tenants or the Exchange systems need to be connected first.  An often daunting task that lags behind the actual merger itself and thus costs everyone a lot of time and resources.There are several challenges that come along with it,…

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How can I see all my team members’ calendars in MS Teams?

Teams CalendarsMicrosoft Teams provides organizations with a world-class unified communications platform which is rapidly changing the everyday work life of many organizations. It is a tool many of us use and have been using for a long time; it has many useful features, helps us manage and coordinate, communicate both in text and video and is being constantly worked on and improved.There are a few things  that make coordination and team management less fluent and intuitive than they could or should be, however. Some functions that many would consider to be baseline or important have yet to be added and…

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Is there an alternative to Find My Time in Outlook for Exchange OnPrem?

Calendar Ping Pong We all know the undoubtedly frustrating feeling when wasting valuable time and assets on scheduling a meeting both externally and internally. The calendar ping pong that can go on forever, simply trying to find space in busy schedules. A problem that is undoubtedly known to any and every person who's ever had to try and set up a meeting with somebody else. This gets exponentially more difficult, if not impossible, the more people are involved. Everyone has their own schedules, both private and work-related, to coordinate - so is there a way to do this? How can…

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How can I manage a large group of people in Outlook?

Leadership IssuesTeam leaders nowadays face challenges that increase with larger and larger teams to overview and organize:How can I organize and maintain groups in my Outlook calendar?Is there a better way to overview colleagues in different time zones?Can I switch more easily between views of days, several days or weeks?Maintaing an overview over various teams, finding any group or project you need without wasting time to search for minutes, finding a solution that integrates in pre-existing systems. Is it even possible to solve performance and flexibility challenges in one fell swoop?Outlook and its WorkaroundsIf you need to be able to…

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