Blog entries targeted at administrators, developers and customizers
I was working with a client recently and they use a lot of audio files, like when they record customer service calls for quality assurance. When things go great, they wanted to highlight these cases of awesome customer support in audio clips in blog posts.
They found the default SharePoint audio player less than appealing and wanted something better. In today’s post I’ll show you something maybe you didn’t know about your web browser, and how to use it to make this experience better.
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On a recent client project, we’re working to implement a task-based tracking solution in SharePoint 2010. There is a parent Project, and that Project has a template set of tasks the workflow creates with due dates. Then the requirement came up where if the Project due date changed, all of the task due dates needed to be updated to. Read on to see how I show you an easy and simple no-code way using workflow to tell if a field changed.
Finally the low tech "alerts in the code" method was employed in an attempt to figure out where the choke point was.
I’ve been working with a client recently on a project where we are using a BDC connection. Things have been going fine when we were using the external item picker in an InfoPath form but we ran into a problem. We are using an external column in the same library. Due to issues I will explain, I need to set this external column with PowerShell.
I’ve seen a lot of online folks have trouble with this, so I thought that I would share how to properly set this column with PowerShell as there is a little trick to it.
Whether you have full-time or contractors, it’s important to ensure that developers are properly checking in their code. So how can you get a report of all of the files that are checked out in your solutions?
There are two quick and easy ways to get a report of all the files checked out from your TFS server. Now the title says TFS 2010, but this applies to newer versions as well.
In today's post featuring PowerShell, I'm going to show you how to use a script with a few functions and some handy tricks to quickly reset permissions with multiple libraries, folders and files. This can be very difficult to handle manually, especially when there are many many libraries with many folders and files with broken permissions.
You've been there, we all have. At one point or another, we loved InfoPath and were disappointed at the news it would be discontinued. We waited with anticipation to see what was going to replace it. It's been quite the gray unknown for a long time, and in part the Ignite conference this year didn't make any overwhelm anyone with any big announcements in this regard. But that doesn’t mean there wasn't one.
Keep reading to get my thoughts and what was announced and where the planned future of InfoPath is going.
If you have a field service delivery team, Microsoft Dynamics CRM field service management has a lot to offer. This article and one minute video provides a rapid overview.
Thanks for staying with me as I walked you through the basics of workflow in our favorite intranet platform – Microsoft SharePoint (and I’ll see you at the Ignite Conference at the end of the month!).
To wrap up our series, I wanted to talk a little about some best practices with workflow then offer some ways that you can extend your workflows.
In Microsoft Dynamics CRM 2016 U1, Microsoft has included an optional new area called project service automation (or PSA). This 3 minute video provides a brief high-level overview.
I trust that you’ve been following me in this 101 series on workflow, so welcome to part 3! Today we’re going to focus on getting SharePoint Designer going, reviewing the interface for workflow and creating some workflows. Get ready, this will be a long one! There’s a lot of info to get through, and I give you different steps between 2010 and 2013.
Welcome to part 2 of our introductory blog series on SharePoint workflows. Now we can venture deeper into the depths of your workflow adventures. We’ll cover how to use the default workflows, more details on workflow structure and we’ll wrap up with working with workflows. In the next post, we’ll crack open Designer to see how we can create some workflow.
Many organizations have not yet upgraded to Microsoft Dynamics CRM 2016 U1. Or those who have may not be fully using it. That's too bad, because there are hundreds of new features. This 4 minute video provides an overview.
This video – just over 3 minutes long – provides an overview of the productivity enhancing capabilities now available in Microsoft Dynamics CRM 2016 Online U1.
Microsoft has been quietly expanding the functionality in the mobile version of Microsoft CRM. Now Microsoft CRM Mobile is truly a cross-platform mobile app that any mobile sales, service or marketing worker will want to use. This article and video provide a brief overview of Microsoft Dynamics CRM's mobile capabilities.
With most clients I’ve worked with over the years, I inevitably get asked the same thing sooner or later – “what’s workflow?" Or it’s “teach me about workflow,” or “how do you customize an default workflow?"
With this blog series I want to try to take explain some core concepts of workflow, then give some direction on creating them, the interface, customizing the default ones, some best practices and some ideas on extending them. Sounds like a lot, and it is! There are 2 and 3-day training courses just on workflow, but my goal is to give you some basics and direction to get you going with your adventure with SharePoint workflows. I won’t go into many step by steps on building a sample workflow, but I want to help you started.
Is your team frustrated with too many meetings, struggling to find the information they need to get their jobs done, and become increasingly disengaged? Then it's time to consider a new (or upgraded) intranet. This article lists the top 6 benefits of a modern intranet.
Microsoft Dynamics CRM 2016 includes the Interactive Service Hub. Dashboards, views, forms and the knowledge base have all received significant upgrades. These features are expected to begin appearing the sales and marketing areas of CRM beginning in 2017. Tune in for this 90 second overview of the Interactive Service Hub.
Using Insights by InsideView for Microsoft Dynamics CRM, and tired of having to click "Continue as User"? This article walks you through updating your browser settings for Microsoft Edge or Microsoft Internet Explorer so you can bypass this pesky login process.
If you’re still on CRM 2011 or earlier, you should consider upgrading so your team can benefit from business process flows. If you’ve already upgraded and you’re not using business process flows, you should take the time to upgrade your processes. This 3 minute video provides an overview of business process flows.
Recently Microsoft gave all document libraries in SharePoint Online an overhaul. Some call it “modern document libraries”, others refer to it as the new library interface experience (or UI experience). I want to give folks a more granular walkthrough of the experience, and in this post I want to call out some important differences and changes you should pay attention to.
We all have a few scatterbrained friends. But when it comes to business, almost every organization is too scatterbrained. These 6 surprising statistics will give you some insight into the problems organizations have with listening across channels.
Experiencing errors with the Microsoft Dynamics CRM for Outlook Client? This article is a guide to the troubleshooting options.
The Microsoft Lifecycle Services Team has been working on a data loader for Dynamics CRM Online for a while now. It’s been in ‘Preview’ mode but available for Dynamics CRM Online users to use. Today we are going to look at what this tool can do and how it could help you gain valuable insights from your data.
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.