Integrating Dynamics CRM with SharePoint

[Update - This post was selected as one of the top 5 AIIM community blog posts in 2015 - http://info.aiim.org/digital-landfill/top-5-aiim-community-blog-posts-in-2015]. By integrating SharePoint with Dynamics CRM, you can leverage the document management capabilities of SharePoint from within Dynamics CRM. This allows you to store and manage documents in the context of a Dynamics CRM record on a SharePoint Server, and leverage the SharePoint...

Categories: Dynamics CRM, Office365, Sharepoint

Create Online Surveys in OneDrive using Excel

This is a very interesting feature I discovered recently. Microsoft allows you to create online surveys easily using OneDrive and Excel Online. The best part is that the participants are not required to sign in to OneDrive. You can just generate a unique URL for the survey and distribute.     Here is an article with step by step guidelines....

Categories: OneDrive

Contributors can edit pages in SharePoint 2013

I think the most widely used permission level in SharePoint is the “Contribute” level which allows a user to view, add, update, and delete list items and documents. So this permission level is the ideal for normal users who will be adding and editing documents in SharePoint libraries. However a user with contribute permissions will also get a totally unexpected privilege, which is the ability to edit pages in SharePoint. This is because the pages are stored in site pages library. In order to stop this, all you need to do is to remove the contribute...

Categories: Office365, Sharepoint

OneDrive Sync Issue – An Office File Needs your attention

I am a big fan of OneDrive desktop client. But I have experienced many times that it keeps on failing to sync Office documents with OneDrive. Recently I uploaded a set of files and the sync failed with the message “An office file needs your attention”. When I opened the Office upload center it simply says “open the file in office”. When I opened the file in the relevant office application and save it from there it uploads without any issue. Luckily I found this article which solved the problem. Now the files get uploaded without any issu...

Categories: OneDrive

At last - Workload-specific admin roles are here in Office365

In Office365 there are several admin roles. This article gives an overview and a comparison among different roles. However up to now one major problem we had was that there was no application / workload specific admin role. So it was not possible to assign an Exchange Admin or a SharePoint Admin. Finally Microsoft is releasing this much awaited Workload –specific admin roles in to Office365.  Here is the introduction from MS; “Workload-specific admin roles will provide more flexibility to organizations that want to structure admin access...

Categories: Office365, Sharepoint

Network Bandwidth Calculator for SharePoint Online document sync with OneDrive for Business client

One of the most useful features in SharePoint online is the ability to maintain an offline copy of your files stored in your OneDrive or document libraries. This is done by using OneDrive for business desktop client. One of the first questions that arise when trying to deploy this feature is how to calculate the bandwidth required. Now there is a calculator released by Microsoft to estimate the bandwidth that an OneDrive for Business client deployment will require. According to Microsoft; "this calculator can be used to provide a loose estimate....

Categories: Office365, Sharepoint

Hide and Unhide a library using SharePoint Designer

As we know we can allow or restrict a user to access a library by configuring permissions appropriately. Sometimes you may need to just hide a library or a list from users without removing permissions. For an example you may have a reference list which need not be directly accessed by users. For such requirements we can hide a library using SharePoint Designer as follows. Open the site in SharePoint Designer Open the relevant library ...

Categories: Sharepoint