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From the category archives: Customer and Employee Engagement Blog

Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams

How to Make SharePoint List Form Fields Read Only Without InfoPath

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!

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Branding the SharePoint 2013 Global Navigation – Structural

 

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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.

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Account for SharePoint 2013’s Minimal Download Strategy with your Custom JavaScript


SharePoint 2013 introduced a new feature to aid in page load times called the Minimal Download Strategy. This only downloads JavaScript files when they are necessary. This sounds good until you try to load your custom JavaScript files that rely on standard hooks that SharePoint provides with it’s JavaScript files. The end result of all of this is that your code doesn’t execute. This post will provide you with JavaScript that will load your custom JavaScript whether this feature is turned on or not.

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The 7 Habits of Successful Technology Projects – Habit 7

imageMeasure 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. 

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The 7 Habits of Successful Technology Projects – Habit 6

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Most organizations today believe that if you simply implement “the new technology”, that everyone will immediately and automatically (and of course without any prompting) begin to use the new system(s).  On the contrary, our experience has shown us that once a new solution has been implemented, there is still much to do to ensure it is truly successful. I would like to directly address a few areas where we see most organizations struggle to cross the finish line, and practical ways to correct these issues.

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Create Dynamic Images Using InfoPath and a SharePoint Picture Library

Create Dynamic Images Using InfoPath and a SharePoint Picture LibraryAs 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.

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The 7 Habits of Successful Technology Projects – Habit 5

imageLet’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...

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Add custom links to the SharePoint 2013 Suite Bar with jQuery

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.

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The 7 Habits of Successful Technology Projects – Habit 4

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.

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Use Power Pivot to Merge Related SharePoint List Data

Excel-2013 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.

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Lead Scoring – Other Ways to Use Scoring – Part 4 of 4

Using predictive analytics and scoring for more than lead scoring. SharePoint. Dynamics CRM. Salesforce.

Used properly, scoring is a way not only to optimize your organization’s budget, but also to serve your customers, prospects and employees by trying to respond to them in the most relevant manner possible.  Think of scoring as a way to simulate an individual prioritization process across thousands – or even hundreds of millions – of people, all at once.

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The 7 Habits of Successful Technology Projects – Habit 3

Trips (or projects) do not complete themselves.  It takes “unseen” things to make it all happen, and that is where this habit will focus.

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Creating Managed Metadata Terms in SharePoint with PowerShell

sharepoint Create metadata term with powershell with guidWhether you are using SharePoint 2010 or SharePoint 2013, it is very likely you are taking advantage of the Managed Metadata service for taxonomy and other purposes.  Hopefully you have a development / test environment in addition to production, and if so you know it’s a struggle to keep them in sync.  If your groups, term sets and terms are not identical down to GUIDs between the two environments, if you move a database from one to the other then all your terms will be broken… not good. 

The point of this blog is not help you sync your environments with metadata.  Let's dive in.

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The 7 Habits of Successful Technology Projects – Habit 2

There are many opportunities for projects to veer off of course, not due to the unexpected, but due to completely avoidable items such as forgetting the definition of success, lack of focus, an individual personality, or a new technology coming to market.  Think you’re immune and that “This will never happen to my organization!”?  Unfortunately, in our experience we’ve seen it happen to the very best organizations, which is where this habit comes into play.  No one has the intention of taking a cross-country road trip to Santa Monica, only to end-up in Fargo (no offense), or worse yet, to simply stop driving somewhere in Arkansas (again, no offense), and say, “Let’s do something else now.”  At the end of the day, technology projects are no different.  My guess is, you started the project in order to actually finish the project (and on time and under budget would great too!).

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The 7 Habits of Successful Technology Projects – Habit 1

Habit 1: Chart Your Journey

Before you begin your project, define what a successful project will look like, and you have set yourself up for success from the start. 

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Archive Old Documents in SharePoint with PowerShell

I recently needed to migrate all documents that hadn’t been modified in 90 days in all SharePoint webs within a SharePoint site collection to a records center.  Here is a quick and easy way to accomplish this task.

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What’s Up With This People SharePoint Taxonomy Group Anyway?

Classify SharePoint TaxonomyAfter having some pleasant discussions in the SharePoint Yammer SPYam community on this subject and finding almost no information online about this topic, I thought I’d put some fingers to  keys and do my part to share some information.  This post assumes you have basic concepts and knowledge of SharePoint taxonomies, but review TechNet if you need more info or to get up to speed on the basic concepts.

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Allow Anonymous SharePoint Users to Open Office Documents

If you have ever managed an Anonymous SharePoint site you know that working with Office documents is a pain.  SharePoint and Office try to be smart.  SharePoint passes a path to the to the Office application and then the Office application goes out to the web application to get the file. This post is going to provide you with a way to override the default link for Office documents within SharePoint so you can avoid all the log-in prompts.

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How to Get Date Only in SharePoint 2010 Workflow

While working on a client request recently, I came across a way to easily work with date and time values in a SharePoint Designer 2010 workflow.  I was able to solve this using only SharePoint Designer.  I reviewed other solutions, and I will give links to a couple others in case they are needed.  This worked for me, and I didn’t see anyone else with this exact solution so I thought I would share for the greater good. 

 

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Creating a Search Based Employee Blog Rollup in SharePoint 2013

I recently got a request from a client that had a lot of employee engagement around blogging and they wanted to bring that front and center on their intranet home page. We were already rolling up an executive blog to the front page using the Content Query Web Part styled with some custom XSLT. They wanted it styled to look exactly the same, but using the CQWP again was out of the question since these employee blogs were coming from the user My Sites.

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How to Easily Get the Root OU of an Active Directory User with PowerShell

How to Easily Get the Root OU of an Active Directory User with PowerShellWhile working on a PowerShell script to do some updating list items in SharePoint, I first had to get some properties from the user account in Active Directory. The end goal was to update a managed metadata field, choosing terms based on the root OU that the user resided in Active Directory.  I found an easier way to do this with PowerShell and wanted to share.

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Five Different Methods for How to Print SharePoint List Item

Print a SharePoint List Item If you’ve gotten to this page, it’s because you or your users make heavy use of SharePoint lists, and the inevitable request came up “Ok this is great, but I can’t print this item, help!”.  Like most things with SharePoint, there is no one right answer (sometimes there is!), but some are definitely easier than others or better depending on your needs.  I'll show you a couple different common solutions out there in one place, and what worked for me. 

 

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Quick and Easy Print SharePoint Picture Library using CSS

A client contacted me the other day about some help with printing a picture library.  I found a simple way to do this, and I wanted to share to hopefully save someone some grief. 

If you search the interwebs for “print sharepoint list” you get articles that are either a fancy ribbon button for printing lists/libraries form codeplex, or doing javascript or similar to call the print dialog from a modal.  That works, and I started down that path. 

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SharePoint Usage Logs Not Being Removed Fixed

I've seen folks all over the interweb and even a client of mine hit this issue, so I wanted to take a moment in this blog to document it for posterity.  It deals with the Usage logging features of SharePoint, and the all too familiar Microsoft bugs.

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Missing SharePoint Document Properties after Protect with Password

In this post I wanted to share a resolution to an issue I had with a client recently.  At first I thought this was going to be a difficult issue, but as luck would have it the resolution was amazingly simple if you know what to look for. 

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

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.

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SharePoint Upgrade Checklist

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.