Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams
When it comes to Visio's high quality, yet static content, can we make that flat data more interactive and fresh? Sure, with Data Graphics! Some people refer to drawings like this as having data-behind. You might have seen the Supply Chain example from Microsoft in a number of demos, and think that it must be some overly complicated configuration. It’s not!
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Generally the out of the box provided ID column is used as the “Issue ID” since it auto-increments by default. Invariably, users need to be notified whenever issues are created or updated, so they subscribe to alerts on the list. When they get their notification email, they notice that the Issue ID is missing, so they aren’t sure exactly which issue got updated.
We can fix this by adding the ID field to the email alert file. Let's take a look how.
The purpose of this article is to try and compile a list of features removed or discounted features, not list all of the changes or improvements in SharePoint 2013. This list will vary somewhat depending if we’re talking SharePoint on-premise or SharePoint online, but I’ll try to call out the differences where applicable.
Let's say you’re a member of a sales team and you need the ability for your sales peers and managers on your team to be able to see your contacts. Did you know you can use SharePoint to store and share Outlook contacts? This blog will show you just how easy this is to do!
Are you a newbie when it comes to SharePoint? Are you lost in the lingo, or trying to make heads or tails of how to incorporate the tool into your day-to-day operations? If so, this blog is for you!
How do users communicate their SharePoint frustrations, feedback, and questions? If the answer is “they send an email” or “they open a helpdesk ticket” then this is for you! We have created a solution for SharePoint 2010 on-premise and SharePoint 2013 on-premise and Office 365 that provides a powerful yet simple mechanism for users to provide feedback. Best of all, it's free!
After getting a client's SharePoint available on the public interweb and thus available to CRM, we installed and activated the list component. But when we went to an Opportunity or other entity that was configured for document management, it would throw an error...
I know what you’re thinking: we already have a project team, do we really need another formal team? After all, that only means more meetings, tasks, documents to write and manage, decisions to make, consensus to get, etc. My answer is a resounding yes, you most certainly need this team. But here’s the truth – while extremely important to the success of the project, this doesn’t have a to be a huge undertaking. This blog entry details 3 practical steps for you to begin building a SharePoint Leadership Team today.
In this post with PowerShell, I wanted to show you how you can write a script that will enable versions but starting from a subsite instead of the entire site collection.
See if this sounds familiar:
Someone asks you “Can I get an email reminder for these events on the team calendar?”. You think well, we can set alerts, so you go look into the alert settings, so you go look into the alert settings, and quickly realize that alerts don’t work like that. The alert mechanism in SharePoint will send the alert subscriber an email based on an action happening on the item (it is being created, edited, etc). We need the trigger to be based on a date. So what to do?
As a SharePoint solution architect, when I’m not creating site columns and configuring SharePoint server databases, I'm meeting and talking to clients about their business requirements for collaboration technology like SharePoint. On a project basis like assessing a clients desire to upgrade their SharePoint environment, this involves documenting a SharePoint environment or a lot of times just business processes. There are many tools available for these types of drawings, and one I typically use for drawing SharePoint farms and topologies is Visio.
Welcome back to to my series on the basics of SharePoint. If you've already read the first post, we covered what SharePoint is. Now we're ready to dive into how to create content in SharePoint. (Notice I said create content, not any form of structure.) We have to crawl before we can walk, right? Then we can move on for the super users on how to create structure, the things that hold the content.
SharePoint 2013 comes with new features for plotting SharePoint list items on a Bing map. However, it isn’t completely intuitive how to accomplish this, and once you figure it out, it is still a lot of work. This post will look at using PowerShell to quickly geocode a full list of SharePoint list items with address data.
When we stepped back and looked at our current projects and proposals going out, we began to see that we were often being brought-in as a 2nd or 3rd vendor, to assist with a 2nd or 3rd implementation, or to help a project “get back on track” after it was underway. The reality is that 59% of all new projects for C5 Insight are rescue projects, or what we now call “CPR” projects. So, where do we go from here and how do we fix it?
I was working with a client recently in a simplified signup site. In effect what was needed was to make the fields read only based on the role of the user. Follow me as I walk you through the steps using only SharePoint Designer, no code or InfoPath required!
A few months ago I posted on How to Brand the SharePoint 2013 Global Navigation if you were using the Managed Metadata service to render your navigation using a term set. The menu code renders differently if you use structural versus managed navigation. This post is going to look at how to leverage the same base CSS code but modify it to work on the structural navigation.
Measure twice, cut once. You’ve heard the saying, right? For this final habit, I wanted to take that saying and use it to illustrate a phenomenon that we often see in technology projects – lack of testing. I call it a phenomenon, because it often defies logic.
As part of an auction site I was working on for a client, one part of the solution was to use an InfoPath form for users to submit their bids. This post focused on how to get the dynamic images from a SharePoint Picture library.
Let’s face it - no one ever tells you to focus on the past. In fact, we’re all told, from very early on, to stay focused on the “here and now” and to look ahead to our future. While it may be a bit of a stretch, I would like to encourage those who are currently working on a project or getting ready to start a project, to take some time to reflect on the past. Let me to explain...
There are a few different ways you can get custom links into the SharePoint 2013 suite bar. This method is going to utilize jQuery to inject these links as the page loads and has the added benefit of working in SharePoint Online as well. We'll look at how to accomplish this for both on premise and online.
Technology is wonderful thing, but never forget that it’s not the only thing. What I mean is this - while technology can provide us with new ways of doing things, automation of tasks, and analysis we could only dream of doing on our own, technology should never be a substitute for your people and your process.
When working with SharePoint, you occasionally need to work with related data. Since SharePoint isn’t setup for true relational data, that means we’re typically working with lookup columns from a child to a parent list. This is all fine well and good, but I had a client ask me for some special filtering and output with this related data. After reviewing my options, I found that the quickest way to do this (in under 15 minutes) is to use Microsoft’s Power Pivot add-in for Excel. No SharePoint Designer required! If you have Excel 2010, you will need to download and install the add-in. If you use Excel 2013, the add-in is already installed, you just have to enable it.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.