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");
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I am trying to create a solution in SharePoint 365 (I am new in SharePoint). Below is what I am looking for:
1. A user logs in and opens a form which they fill details and forwards/submits to the supervisor for approval. There are about 20 fields to be filled
2. Once approved, a certificate, preferably in PDF, is generated based on the details entered by the user.
3. The 20 fields are made available for download in Excel whereby the 20 rows form 20 columns in the Excel.
I am not sure if SharePoint with designer or Infopath can accomplish this.
Hope you can assist me to know if this is possible and what extra tools I may need on top of SharePoint.
Your questions is very generic, it might be flagged by some moderator later. Anyway... for SharePoint Online (not SharePoint 365), you will need to write your solution using the SharePoint Framework (SPFx), to achieve this you will need to familiarize yourself with TypeScript, NPM, GULP, Yeoman Generator, React JS, and a to some degree of JavaScript.
The other possible way is to familiarize yourself with the Office 365 architecture, this options might be limited to fully achieve your goals but might be the best option if you are not a developer.
Basically you will need to create a "workflow", you can create using Flow (when a list item is submitted), inside the Flow you will read the fields submitted and send for user manager's approval (reading the property from user profile), and once the "workflow" is approved, you can capture the data, and send to Excel (you can even specify to which Excel flavor you want: Excel Online - Business, Excel Online - OneDrive, or simply Excel).
Once your Flow adds the information your target (Excel file), you add a new step in your Flow to use the "Adobe Sign" to use the create a certificate - you can use this step to get a document from an signed agreement or any other you find suitable there
You have the hard way by coding through SPFx or making your way through Flow (the easy way), it is now up to you, go with Flow, you will achieve this in probably a couple of hours.
We've a real pain in our project where we ask a team of 50 resources to update a single excel sheet that's placed in a network location and when someone tries to update the data, it's locked by somebody else and they don't update it. So, they end up not updating the data.
I'm looking for an alternate solution like
creating a form in sharepoint/ jira - no sharepoint/ jira developer
getting data in mail - too tedious and lots of rework
creating a custom form and hosting it in local server - might work - any templates on this?
Or, any alternates? I'm out of ideas.
easiest thing would be to create a simple SharePoint-List. All Users can update their data at the same time and the Input-Form will be there automatically. (Can also be exported to Excel)
If you are on SharePoint-Online you could also have a look at Windows Form which provide more flexibility in creating the form.
And if you need even more capabilities you can have a look at PowerApps
I'm trying to find a better way to organize a huge mass of documents on SharePoint 2013. I've done a lot of searching and I thought that Enterprise Metadata would be my solution but I have yet to find a good way to harness it. I fell like there must be a solution to what I need built into to SharePoint already.
I want to give each document a "tag" or Enterprise Metadata Keyword and then have a document library that only displays files that are associated with a specific keyword. Any ideas?
Thanks!
I'd suggest some built-in SharePoint document library features to consider to start with, before looking at any third-party offerings.
For a document library, (via the settings for the document library), you can enable Metadata Navigation Settings - this can allow a user to filter list items based on metadata fields. This may offer something along the lines of what you described. I'd advise caution for large lists though.
Another option would be to look at creating or amending views for the library - the options are found on the Library tab of the ribbon. You can setup some filtering or aggregration for the view.
There is also the option, if appropriate to make certain views only available at specific locations within the document library - set via the per-location view settings
I need to learn how to build custom workflows in SharePoint. In addition to basic stuff like having legal sign-off on documents, I need to be able to execute arbitrary custom code at certain points. For example, after legal signs off it should export the document and update a database table indicating that a new version is ready.
Is this possible using SharePoint? If so, where can I find the documentation or tutorials I would need to get started?
Getting Started Link 1,Getting Started Link 2 links will help you to get started with the SharePoint Custom Workflows. And also it is possible to do any arbitrary code inside the workflow. Also there is another type of work flow called State machine for which there is a class one article
Workflow as the whole is built using sub parts called Activities which dictates what the workflow should do at a particular point of time, I remember you have an activity called Code Activity which will help you to achieve what you want.
Robert Shelton's Workflow Video Tutorial series is very helpful:
http://rshelton.com/Tags/Workflow/default.aspx
Currently outlook takes all list data and synchronises it with outlook.
Is it possible and how to synchronise only items in a specific view? I`m only interested in my items in the list.
Unfortunately this is not possible out-of-the-box. When connecting a list to Outlook it occurs at the list level, not at the view level.
There may be a product you can purchase that will do this. I've had a quick look around for you without success but hopefully someone else can help.
I don't think you can do exactly what you are asking.
You could use the Content Query or Search Core Results Web Parts to get a filtered RSS feed which can be synced with Outlook. Of course, this is read-only so it might not be what you were after.
Found a custom solution. One guy wrote stssync protocol provider to synchronize Outlook against any DataTable.
This needs some custom implementation in SharePoint, however I`v managed to get my queried data to outlook.
I`m still working with some issues like how to get Body field rendered in Outlook, but if someone needs this functionality, then this protocol implementation is a nice start.
Time has passed and there is another solution
The alternative is to use custom web service provider that would provide outlook only items that it needs.
See this question and answer: Sharepoint task list and Outlook sync