Migrating User Stories From One TFS Server To Another In Excel - excel

I want to pull a set of user stories from a SOURCE TFS instance and put them into a TARGET TFS instance using Excel. I know other people have done this!
However, once I download the stories into Excel, I cannot rebind the spreadsheet to the TARGET TFS instance. I keep getting the following:
"The reconnect operation failed because the team project collection
you selected does not host the team project the document references."
And, I dont see a way to clear the ID for the story or edit the document project/server references.
Q: How do I Migrate User Stories From One TFS Server To Another In Excel?
This should be easy!

You need to create another excel sheet with the same columns that is bound to the new TFS server.
Then just copy and paste between them.

I think it would be easier to use the TFS API to read from one instance and copy them to another TFS instance. The following post provides an example:
https://blogs.msdn.microsoft.com/bryang/2011/09/07/copying-tfs-work-items/

Related

How to change a default name of the folder that CRM creates to Sharepoint

I'm completely new to Sharepoint so keep that in mind when answering or assuming things.
Anyways, we have a CRM 2015 Online Update 1 and Sharepoint Online and those are integrated (not by me). Now when an end-user goes to Account -> Documents the CRM will automatically ask if the user wants to create a folder to Sharepoint. That's fine, but naming convention seems to be "AccountName_AccountGuid". We would like to change that to "AccountName_OurOwnID" where OurOwnID is a custom field in CRM that is unique for every account.
So my question is how would one do this?
EDIT: All I can think of now is to create a plugin that'll be launched when ever a sharepointdocumentlocation entity is created and basically create a new folder with wanted name and then delete the original folder in Sharepoint and then connect the new folder with sharepointdocumentlocation.
Sub-question: Is there a way to tell CRM to stop asking if the user wants to create a new folder? In my case it's unwanted feature but since it is there at least we should make sure that names of the folders will be ok.
The folder name with the guid is default behavior which cannot be altered.
If you want to develop a plugin, look at this post: https://crmconsultancy.wordpress.com/2011/10/27/crm-2011-integration-with-sharepoint-custom-document-management/
Keep in mind, if you want to create objects in SharePoint from CRM online you have two options:
Add the SharePoint.Client assembly with ILMerge. Officialy this is not supported.
Or use the rest endpoint of SharePoint. This is an interesting post to read: https://bingsoft.wordpress.com/2013/06/19/crm-online-to-sharepoint-online-integration-using-rest-and-adfs/

How to copy Notes and Activities while converting Contact to Lead in Microsoft Dynamics CRM 2011

I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.
When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).
Please help me to find a way to copy all this stuff from Contact to Lead.
You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.
You can start from here:
http://msdn.microsoft.com/en-us/library/gg328515.aspx
Another way that you can do this is to simply reference the notes from the Lead in the Contact, Account, or Opportunity entities using an IFrame and some JavaScript as described in http://030bacf.netsolhost.com/WordPress/?cat=69 . Depending on how many records you have, potentially this could even be a better solution since you are only keeping one copy of the notes which will help keep the size of the database more manageable and performance better. Or you could use this solution for the notes and the solution recommended by Guido for the Activity records. I had to make a change to the URL used for CRM 2013 and have copied that part below.
//src="/"+context.getContext().getOrgUniqueName()+"/_controls/note/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false";
// change to this for CRM 2013
src=serverUrl+"/"+Xrm.Page.context.prependOrgName("/_controls/notes/notesdata.aspx?id="+lookupItem[0].id+"&ParentEntity=3&EnableInlineEdit=false&EnableInsert=false");

How do I write a program that creates new shared queries for a team project in TFS?

Is it possible using the TFS client object model to create new shared
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If so can you provide a code sample or a link to the MSDN
documentation?
We keep a couple queries for each team member and when someone joins then team we have to create new ones for the new member. It doesn't take long, but I'd like to just write a quick program that copies a template query definition, changes the name of the developer, and saves a copy of it. It would be especially useful when we decide to add a column to the query. Currently I have to manually modify 20+ queries definitions. I couldn't find anything on MSDN, but I'm hoping I just missed it somehow.

Is it possible to update a TFS task whenever an artefact is uploaded into TFS-Sharepoint

We use TFS integrated with Sharepoint for storing artefacts. Examples: end user documentation.
The artifacts are uploaded using Visual studio 2010 and not from web interface.
For each artefact preparation, there will be a task created in TFS.
Example:
Documentation preparation
The requirement is whenever a document is uploaded or modified in the sharepoint folder, can the user be alerted?
Example:
which TFS task he/she needs to update the completed hours
FOlder structure:
similar to the one shown in the 2nd answer to the below question
Share project documents in TFS different ways, what are your best practices?
It's not there by default, but one could build it oneself using a ListItemEventHandler (http://msdn.microsoft.com/en-us/library/ms437502.aspx) in sharepoint or a custom aproval workflow that activates from within sharepoint and creates workitems in TFS using the object model (http://msdn.microsoft.com/en-us/library/bb130322.aspx).
The requirement is whenever a document is uploaded or modified in the
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A simpler way to achieve only this requirement might be to put an sharepoint alert on the document list so one would recieve an e-mail when an item is created.

Copy documents from one document library to another in different farms in SharePoint 2010

I have a document library with few columns/properties. I am writing a scheduled job to copy the documents based on the flag.
Could you someone tell me, how can I copy the selected documents to destination farm which is having same schema?
I myself have not encountered this specific scenario having only worked with one farm but this might help:
Content Deployment
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