SharePoint Tip: Manage your staff meetings in one spot!

Today, I set up our staff meeting agenda for next Friday using SharePoint. It's awesome and I wish we had done this a long time ago!

Basically, I've emailed a meeting request to all JayThom staff members and I'm now monitoring who's accepted to attend or not! (I have to chase up a few who haven't responded yet!). I've also set up an Agenda (things that I want to discuss next week) and I've allowed all staff members to add to this as well. Such a practical area of SharePoint - we recommend all organisations start doing this now!

Here's how:

1. Go to your Outlook Calendar
2. Click 'New', then 'Meeting Request'.
3. In the 'To' box, enter the emails of those you wish to invite to the meeting.
4. In the 'Subject' box, enter the name of the meeting. (Eg: Staff Meeting 18th July, 2008)
5. Select the Start Time and Date.
6. From the top toolbar, click 'Meeting Workspace' (which brings up a panel on the right hand side).
7. From the panel, click 'Create'.
8. Click 'Change settings'.
9. For 'Select a location', select 'Other' and enter the SharePoint meeting URL.
10. For 'Select a workspace', select 'Decision Meeting Workspace'. (This allows more functionality when managing your meetings.
11. Select 'Go to workspace' and get started!

From here you can then create agendas, decisions, add documents, assign tasks, manage attendees and a whole lot more.

If you're having trouble with it, or would like more instructions, please post a comment here.

What are 'Campaign Responses' good for?

Well done to those people using the Campaign planner in Microsoft Dynamics CRM! We've noticed, though, that not many of you are really using the Campaign Responses area. And fair enough! Most of you were a little unsure as to what they're there for.

In a nutshell, the Campaign Responses area helps with you report return-on-investment (ROI) from your marketing campaigns.

So say you're planning a Breakfast Seminar at the Grand Hyatt! You've entered your planning tasks, organised the caterers, invited your guests through a personalised bulk email invitation, etc, now what? Who responded to your invite? Who attended? Who said they'd come but never showed up? Is it worthwhile doing another one of these breakfasts in the future?

• From the Campaign Responses area, you'll have replies to your email invitation.
• You can edit/add vital information to each 'response' such as 'Interested', 'Registered', 'Attended' etc. (which can all be customised in a few minutes in your MSCRM).
• Then, depending on who you sent the invitation to (a Lead or Contact) you can Convert the Campaign Response to an an existing lead, a new lead or a new opportunity for an existing customer.

Now, this is where the ROI stats are useful...

• You can then click 'Reports' and 'View Campaign Performance' as shown in the screenshot below.

What a great feature! Any questions?

Post them here!