Archives May 2020

SharePoint – Everyday Features

SharePoint is a perfect tool for document management. It’s accessible from any device through a web browser. Here are some cool features for everyday use:

Alerts

SharePoint alerts keep you updated when something on your site or in the document has been modified. They are available for your lists, libraries, folders, files, list items, and they can be delivered by email or a text message to your mobile phone. Also, you can choose their frequency – immediately after a modification, or daily/weekly notification.

Metadata

The file title, author name, file size attributes etc. are called metadata.

Sometimes, the information they contain is enough. For improved organization of files you can define your own columns, such as categories, document type, etc. This could make your life significantly easier.

Version History

The Version History feature allows you to view, restore, and delete old versions of your documents. In the version history pane, you can see the following information:

  • version number
  • date and time when the version was created
  • name of the user who made changes
  • size
  • comments

Keep in mind that this feature has to be enabled in the Library or List settings.

3 PRO provides SharePoint consultations and education. Feel free to contact us!

Forms Pro – A Simple and Mighty Survey Tool

Forms Pro enables you to create surveys, analyze feedback, evaluate information, and it can help you identify service gaps so you could retarget your marketing campaigns. It has a user-friendly interface and is very simple to use. Thanks to responsive design, your customers can respond by using web browsers on computers and mobile devices.

Questions

As you can see below, there are few types of questions available: rating questions, choice questions, Likert for attitude and opinion gauge, Net Promoter Score, and a comment section.

Survey Distribution

  • share it via built-in email composer
  • configure a trigger for Microsoft flow to send a survey when a business scenario is fulfilled
  • embed it to a web page
  • create a sharable link
  • generate a QR code

Survey Insights

For detailed insights, Forms Pro includes real-time analytics with AI capabilities from Power BI. In the customized dashboard, you can switch between individual survey results and response patterns. Also, for a more in-depth analysis, the results can be exported as Excel format.

Licensing

Forms Pro is included in the following Dynamics 365 subscriptions:

  • Dynamics 365 Sales Enterprise
  • Dynamics 365 Customer Service Enterprise
  • Dynamics 365 Field Service
  • Dynamics 365 Marketing
  • Dynamics 365 Talent
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Operations
  • Dynamics 365 Relationship Sales

Also, it is available as an upgrade for Office 365/Microsoft 365 subscriptions.

The license is based on the number of survey response per month:

  • Dynamics 365 enterprise tenant includes 2000 free responses. Additional responses can be purchased subsequently.
  • Office 365 subscriptions do not include free responses, users have to purchase responses in bundles of 2000 responses per month.

Contact us for more information about prices and features.

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