I am new in SharePoint development. Right now I am working on a project for the Integrated Management System. We need to provide an easy navigation view for users where they can search and view the document in one place.
Is there any built-in web parts specifically for IMS available in SharePoint?
Or any web part available for document master-detail view, like a list of the document on the left side and selected document displays on the right side.
Or do I need to completely depend on the new SharePoint page development?
If you are using SharePoint 2016 on-premises and Office Online Server,
the users can find documents using SharePoint Search, and view into the documents using the hoverpanel.
Please see this blog post (the blog-post has a focus on SharePoint Online, but SharePoint 2016 and Office Online Server provide this feature on-premises as well)
Related
I have created SPFX Project and created Masterpage in classic view and hosted it already in SharePoint online and when I add my SharePoint framework Web parts
to the master page after 2 days cannot edit anymore on the save or do any actions from SharePoint ribbon however my master page works fine at SharePoint online, SO after a lot of searches I found all people use Modern View but in the modern view, I cannot do any branding to my portal
is there any way to fix this problem or Doc to how to create a master page in the SharePoint framework?
You were not able to add branding in Modern Page. You have to use the SharePoint Framework Extensions. By using Application customizer, you can add your customization's in the page placeholders.
Here you can start page placeholders in application customizer.
Where can I force SharePoint 2013 online to always use classic view for every user?
I'm unable to find a setting that will only display the SharePoint 2013 online pages in classic view.
Refer to Microsoft's documentation here:
Change the default experience for all lists and document libraries (for administrators)
Choose Admin centers and then SharePoint
Choose Settings
Next to SharePoint Lists and Libraries experience, select either Classic experience or New experience (auto-detect).
We created an HTML file with Office Fabric UI to make it responsive. Our intention is to integrate the HTML file we created with O365 SharePoint site and make it as our Intranet Home Page.
So, please let us know how to replace the default Master Page with our custom file. Any pointers to appropriate pages would be very helpful.
Account Info: Office 365 Business Essentials with SharePoint Online (Plan 1).
Thanks in advance.
As changes happen on SPO pretty much every week, it might not be a good practice to customize your branding through the master page when you are dealing with SPO. The reason is SPO's master page might be changed based on SPO new release. An alternative solution is to think about custom CSS and JavaScript injection through SharePoint CustomAction. You can reference PnP Partner Pack for site collection provisioning sample with responsive design.
If you really need to custom master page, you probably follow the exactly same way as SharePoint 2013 on premise environment to upload your master page and page layout. You can reference to How to: Convert an HTML file into a master page in SharePoint 2013 for detail information.
As answered in other questions you can't use the free Sharepoint Foundation 2013 for document management in MS Dynamics CRM 2013.
So I ask if there is a (good *) way of using document management in Microsoft Dynamics CRM 2013 without using Sharepoint?
(* good = easy to understand for non technical users and not too complicated to manage)
I search for a way to attach all kinds of documents to different entities like:
- pictures to accounts (not profile picure)
- PDF documents to account
- ...
I know you can use notes.
I'm a bit confused because there are attachments on entities like email.
Can I integrate these attachment-functions on other entities like accounts?
edit 18.12.2014
Yes, you can use Sharepoint Foundation, we make it work (SP Foundation 2010).
I can use documentmanagement with sharepoint, but not automated because the crmlistcomponent is not working.
Maybe someone from here can help me over there:
My Question on Sharepoint stackexchange site
The attachments mechanism isn't available for common customizations, sadly. Microsoft wants us to use the notes... Except maybe ("maybe" as in "I never bothered to check due to the monstrous amount of hoops to jump through while having almost no benefits") for activity entites.
That said, you can use SP 2013 Foundation for document management, if you want. Here's the step-by-step guide. We deployed a CRM 2013 + Document Management based on SP Foundation just a couple of days ago following these steps.
To Run the Microsoft SharePoint Foundation Sandboxed Code Service, follow the below steps.
SharePoint Central Administrator
Under>> Service Applications
Manage services on server
Look for>>Microsoft SharePoint Foundation Sandboxed Code Service is running
Start the service
After completing all the 5 steps
To Install List Components in SharePoint
Go to Site Settings
Under>> Web Designer Gallery>> Click on “Solutions”
Click on Upload solution
and Click on Activate
To Set Broser File handling to Permissive
Go to SharePoint Central Administration
Application Management
On the Ribbon click onthe General Setting
Web Application Generation Setting pop-up window will appear
Scroll down to look for Browser file handling >> Select >>Permissive
Click Ok, save settings and restart the server/IIS
try to Activate the List compoent
Ensure the after successful activation will enable the Deactivate button.
Sometime it is very annoying you need to do several click to get this working.
Go to CRM and add the URL into Document management, all will work fine.
FYI the "CRM 2013" list component retains the 2011 look-and-feel.
From SharePoint experts, I would like to know if following is possible in SharePoint 2010:
Can we send an offline form (word/excel format document) to SharePoint server by email so that it goes in document management system and undergoes an approval workflow. This feature could be used by users who have only email access and can't access SharePoint portal.
Yes this is a built in feature in SharePoint 2010. You have to enable it in central administration. It is not a simple tasks however. There is a lot of configuration that needs to happen on the server. The documentation is here.