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/
Related
I am switching from Lotus Notes into sharepoint, but I find it hard to access the data that I want easily. I am currently using documents application on sharepoint. The only options it offers are creating or uploading a new file or folder. In my lotus notes I can access files in different ways based on some categorizations such as client, author, date modified and some other categorizations. Moreover I can even categorize them based on data and client at the same time for example. All I need to do is a single click and everything is managed by notes. What are your suggestions?
That's why an "easy" migration so sharepoint never works: Notes is not only a "datastore" but almost every time contains application logic.
To get the same in sharepoint, you need to export the "metadata" of your application including attachments and evertyhing to a structure that you can import in sharepoint.
Then you need an "application" in sharepoint that has the necessary fields for your metadata and different views in sharepoint.
You need development knowledge on side of Lotus Notes to create your export and development knowledge on SharePoint to create the application there and import the data.
Without someone who knows how it works or one of the "magic migration tools" in the market, you will not succeed.
And this is something that nobody who makes an analysis to migrate to outlook / sharepoint takes into account...
And this is the reason, why every company trying to migrate that I know still uses Domino in addition to Outlook / Sharepoint and not even one was able to shutdown the domino servers / get rid of Notes- Client...
I am beginning sharepoint development and have some quick questions concerning basic terms.
How do i find out whether a particular site is a site collection, or a site JUST BY THE URL? Is their a powershell command to do this?
I was creating some sites in sharepoint. Some sites were appended with /sites/sitename whereas others were just under the base url of sharepoint. What is the difference between the 2? AND, how do i recreate the ones under the sites node? For some reason, I cant find the option to create under the sites node again. Please explain this concept as all msdn tutorial are very confusion for beginners like me. Those are good once you get the hang of basics.
Please provide an analogy how to understand web app, site collection, site, web site, etc.
Is there a way to use NEWFORM.aspx for a document library instead of UPLOAD.aspx?
The Site collection is at the root level of your Web application.
So http://abc.com/ => Site collection
Using Powershell, open the Sharepoint Powershell prompt and run Get-SPSite to get all Site-Collections
the /sites/ is called as a managed path
It can be defined in the Central Administration for every web application.
The option to select the /sites will be available only when you create the second site collection under the Web Application (The first one take the / by default.)
Have a look at Technet Article
document library is for uploading file, not for storing user submitted data, for that you need to create a list
1) Document Set is used in cases where multiple documents have the same properties, its like putting all these documents in a folder and then providing attributes to that folder which are in turn applied for each document in that folder.
In your case, if all the files have the same values for the 8 fields then the document set is the correct way to go.
2)If there is additional metadata associated with the files then these can be added either to the content type (eg. document or document set content type) or to the columns in the library itself, you dont need to create a separate list for holding that data. Adding data to the content type ensures consistency across all the document libraries within that site collection, adding columns to the library affects only that library.
We have recently moved our project over to TFS 2010 for CM control and issue tracking. For the most part we have been happy with the move. However, we have found that we need a way to allow users (notably our help desk) to write dynamic queries against our Product Backlog. The Query Results Web Part works fine for displaying information like Outstanding Work Items and Recent Issues, but our users need the ability to query for specific information that can change from support call to support call. Is there a way to allow a user to create a custom, dynamic query in TFS? If not are there any 3rd party tools that integrate with SharePoint that would allow this?
Thanks.
TFS 2010 has a web based user interface called Web Access. Users can create and view their own queries from there with the queries part of te app; they can also search for work items by words contained in their titles
By default, there is typically a link on the upper-left to it from the SharePoint site that TFS 2010 creates. If the link is not there you can access it directly its (default) URL: [http://address-of-your-TFS-server:8080/tfs/web]
I decided to use the Page Viewer Web Part to embed the actual query form from the Team Web Access to the Project Portal. Everything seems to work great when doing that. The only downside is you get a 'Nag Dialog' whenever you leave the page.
My company is running its own server with WSS 3.0, and I am using Sharepoint Designer 2007 to make changes. I am new to the world of sharepoint (but experienced with webservers and web programming), but basically what I am trying to accomplish is this:
We are trying to automate forms that all employees must fill out (for example, our Employment Application). Since all employees have access to our sharepoint intranet, we will put it on there. It must do the following:
Display a form where users can enter their data. Once submitted, the data is stored in a database (sharepoint uses Lists for this I believe).
A user can go back to the form to edit things if need be (and their old data will be automatically loaded).
User’s should only be able to access their own form and not see everyone else’s. Only admin’s should be able to see everyone’s stuff.
What is the best way to go about accomplishing this? Can I create a standard list and modify it to suit my needs? Do I need to code some ASP forms to make this work? Is there an inexpensive web part that can do this sorta stuff?
I don’t think using Infopath is an option for me since I have wss 3.0 I would need the end user to have infopath as well, and many won’t have it, so that rules that out.
I think you want to adjust the Item Level Permissions setting of the list. (List Settings->Advanced Settings)
The form in SharePoint States:
"Item-level Permissions
Specify which items users can read and edit.
Note: Users with the Manage Lists permission can read and edit all items. Learn about managing permission settings."
There are settings for Read access and Create and Edit access:
Read access: Specify which items users are allowed to read
-Read all items
-Read items that were created by the user
Create and Edit access: Specify which items users are allowed to create and edit
-Create and edit all items
-Create items and edit items that were created by the user
-None
This sounds like you simply need a custom list, possibly with custom forms (edited with SharePoint Designer) in case the default forms aren't adequate.
I'm looking for a way to localize SharePoint 2010 Folder Names, for a specific application.
I've seen that site names/description are automatically translated, and it seems like SharePoint 2010 supports "multilingual" fields for metadata - but I haven't been able to apply this successfully for folder names.
The folders are automatically generated, and the number of folder is limited (so I'm not looking at providing the users a way to translate their folder names, but a way to localize a predefined folder structure).
In a nutshell :
- is there a way to localize folder names ?
- if yes, is what's the best way to deploy this as part of a solution ?
Have you considered how Managed Metadata might be able to help you with this? If you're able to control terms that are also localized in Taxonomy, perhaps when creating a folder you would pull from the Managed Metadata Store, and then display the appropriate language based on the user's language setting. Just a thought... Since you know the name of the folder ahead of time, you could use that as a label for a folder name term, and then pull another label that matches the user's language and display that.
You can start using a resource files in your project and this link can help you about it.
But if you want to let the user, who creates a folder to set its localized name; then you should consider using SP event receivers.
I hope I've understood you correctly.