I am trying to create a word document to be housed the Microsoft Dynamics CRM document library, that when opened, will insert the client name and client address fields from Microsoft Dynamics CRM. The client name and address fields must be those of client currently being viewed.
I have tried attempting this via Macros in Word, but am unable to get a reference to the current sharepoint context in VBA.
Also, I have also tried this with word documents containing List fields, but so far without success.
Does anybody know if what I'm attempting is even possible?
All suggestions greatly appreciated.
Thank you
Im using this one DocumentFormat.OpenXml.dll to create documents, and saving them as notes i guess you should be able do wha you want with it.
http://www.microsoft.com/en-us/download/details.aspx?id=5124
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I cannot create a custom form on any list on any site collection. I get the infamous "Could not save the list to the server". I am using SharePoint Online on Office 365.
I also noticed that with existing lists, I am unable to add/remove columns from the datasource and it appears to be greyed out.
Any advice? I'd greatly appreciate it.
I did my research on the web and followed instructions. I cleared my we bsite cache. I logged into another computer. I used another account. I checked another site collection. I deleted my columns that I added from the morning. Heck, I even deleted the list I was working with. I have tried everything that I could think of or find.
I have none.
My custom form that I tried to save does not save.
Microsoft has an advisory on the Microsoft 365 Admin Center.
SP186130 Can't Create Forms. Scope: Any user attempting to create new forms on SharePoint Online lists via SharePoint Designer is affected.
Our Web Application stores/creates documents for clients. Our clients download these document which contain custom tagging parts which are client specific and stored the customxml part in both Excel and Word documents. We currently use an activex ribbon bar app that retrieves these parts and displays them for the user. This allows them to access these parts to be inserted into the document by the ribbon bar app.
We then sought a better and more compatible way to accomplish this to get away from activex but also allowing clients that use older version of Word and Excel to continue to use the activex control.
Microsoft assisted us in creating our Word Addin that used Angular and Office js to accomplish this in MS Word.
Now we need to replace our Excel ribbon bar app. I am leading the creation of this tool and found that Excel API currently does not allow access CustomXml Part in the document structure.
Is there any way to access the customxml part in Excel?
Is there any plans to allow access in a future release.
Can you recommend a best practice for storing and retrieving these part if the first two question are no.
We are using Angular2 and Office.js to create the new addin.
I believe this is coming soon in API set 1.5 : see the open spec details here
https://github.com/OfficeDev/office-js-docs/tree/ExcelJs_OpenSpec/reference/excel
As Charles mentioned, Custom XML parts API will be available as part of Excel API #1.5 set.
If you have 1702 build of Excel, you can test this out now. See here for details.
In my MS Dynamics CRM 2016 Online integrated with Sharepoint I want to retrive information about path to record's file folder location in Sharepoint. Depending on it I need to display some information or not. Is there any concise way to just do it in JS? Or do I have to write a plugin and write this information somewhere in hidden field on the form? If so where do I start?
You could create a plugin, and use the following information to retrieve the information you want to find:
https://msdn.microsoft.com/en-us/library/gg309548(v=crm.8).aspx
Then, you can write the information on a field of the form (you can hide the field if you want, it's just a checkbox away).
I have been experimenting with excel online shared link to be able to embed an excel document to our internal web site. But this method is not viable because we can't actually make a public link because the data is private.
I was wondering if it was possible to embed an excel document any other way. I can add that we need an excel document with an add-in attached to it. I might have done something wrong but in my test, my add-in didn't show up in the embedded version of the document. I also noted that functionality seemed greatly reduced. Even with read-write permissions, I could input some data but couldn't delete anything which wasn't very useful in our case.
Ref:https://support.office.com/en-US/article/Share-it-Embed-an-Excel-workbook-on-your-web-page-or-blog-from-OneDrive-804e1845-5662-487e-9b38-f96307144081
Our goal is to be able to :
embed excel document into an application.
feed external data into the excel document when opened or on user input (done by an add-in)
user interaction (read-write-delete according to defined locks and column visibility)
save the relevant data to storage (done by an add-in)
save the document to OneDrive and/or to a specific location.
I am wondering if there is any solutions (now or in-progress) that would allow us to have most of the functionality of excel online while being managed by an application.
Possible solutions?:
We might have a partial solution where instead of creating a shared link, we could integrate our application to excel instead of doing thing the other way around. But it doesn't solve how to handle Microsoft accounts required to access the documents.
You'd have to do the heavy lifting in JavaScript I'm afraid and add-ins are out of the question. See a very rudimentary example of how to interact with an embedded Excel file here:
http://www.jkp-ads.com/Articles/embeddedexcel00.asp
I am new to Share Point. I created a Document Library and added a number of documents to that library. When I use the "Search" feature, I enter the exact name of a document in that document library, but I contiue to get no results. I don't understand why? Thank You!
Your administrator must enable searching for your SharePoint site collection. Also, they must setup and make sure the SharePoint search service is running.
Here is another SO thread where they ask a similar question: How to enable search in documents in SharePoint 2010?
The answer points to this article: http://sharepoint.stackexchange.com/questions/3531/sharepoint-2010-search-not-working