Create Online Surveys in OneDrive using Excel

DocuDude
This is a very interesting feature I discovered recently. Microsoft allows you to create online surveys easily using OneDrive and Excel Online. The best part is that the participants are not required to sign in to OneDrive. You can just generate a unique URL for the survey and distribute.     Here is an article with step by step guidelines.

Contributors can edit pages in SharePoint 2013

DocuDude
I think the most widely used permission level in SharePoint is the “Contribute” level which allows a user to view, add, update, and delete list items and documents. So this permission level is the ideal for normal users who will be adding and editing documents in SharePoint libraries. However a user with contribute permissions will also get a totally unexpected ...

OneDrive Sync Issue – An Office File Needs your attention

DocuDude
I am a big fan of OneDrive desktop client. But I have experienced many times that it keeps on failing to sync Office documents with OneDrive. Recently I uploaded a set of files and the sync failed with the message “An office file needs your attention”. When I opened the Office upload center it simply says “open the file in ...

At last - Workload-specific admin roles are here in Office365

DocuDude
In Office365 there are several admin roles. This article gives an overview and a comparison among different roles. However up to now one major problem we had was that there was no application / workload specific admin role. So it was not possible to assign an Exchange Admin or a SharePoint Admin. Finally Microsoft is releasing this much awaited Workload ...

Integrating Dynamics CRM with SharePoint

DocuDude
By integrating SharePoint with Dynamics CRM, you can leverage the document management capabilities of SharePoint from within Dynamics CRM. This allows you to store and manage documents in the context of a Dynamics CRM record on a SharePoint Server, and leverage the SharePoint infrastructure to share, manage, and collaborate efficiently.  Integrating CRM and SharePoint There are 2 ways of ...

Hide and Unhide a library using SharePoint Designer

DocuDude
As we know we can allow or restrict a user to access a library by configuring permissions appropriately. Sometimes you may need to just hide a library or a list from users without removing permissions. For an example you may have a reference list which need not be directly accessed by users. For such requirements we can hide a library ...

SharePoint Tips & Tricks 2 - Content Rollup

DocuDude
In a SharePoint Intranet with multiple sites and document libraries, sometimes it is required to display a list of documents from multiple libraries based on some query, As an example you may want to display all the documents that were added to the Intranet within the last 30 days. Or you may want to display all the documents added or ...

SharePoint Adoption – What are the issues?

DocuDude
To improve SharePoint adoption, first lets try to identify the issues faced by the users. One of the great difficulties with regard to adopting SharePoint is that, SharePoint can be very difficult to describe to users because it encompasses so many applications, uses, and functions. (SharePoint 2010 Adoption Best Practices Whitepaper by Microsoft). Users often have many alternative ways to ...

SharePoint for ECM

DocuDude
SharePoint is the collaboration platform of Microsoft. And it is very important to distinguish a platform from a product. SharePoint provides lot of different features and functionality in many areas so it is not a single product. According to Microsoft “SharePoint is the place to share ideas, content and the vision of your company. It’s scalable enough to organize and ...

SharePoint Tips & Tricks 1 - List and Library templates

DocuDude
Very frequently we use custom site and list templates to have a uniform structure throughout the site. That is when we create a doc library with custom columns, views etc... we can use that as a template to create similar libraries so that we do not have to do the required customization again and again. For those who don't know ...

A collection of Yammer resources

DocuDude
Here is a collection of Yammer resources I have been using up to now. I will try to keep this updated as much as possible as Microsoft keeps on adding more resources frequently. Please add your comments if I have missed anything. Yammer Features Customer success center Training Resources Best Practices Yammer Release Schedule Yaminars Videos Admin Guide Yammer Security ...

What is Enterprise Information Management

DocuDude
To understand what Enterprise Information Management is and why we need it, first let’s see where a typical business user saves his content. There are several commonly used tools that a typical business user will use to save his content. 1. My Documents - This is probably the first option that an average user will use to save his content. ...

Manage User Access in a Yammer Basic Network

DocuDude
As we know Yammer offers 2 types of networks, Enterprise and Basic. Most of the organizations start with the basic network since it comes free of charge. Most of the end user features are same in both networks. The main differences between these 2 types are the enterprise admin features. Here is a link that provides a comparison between these ...

Selecting the best processes for document imaging - 2

DocuDude
This is the second post on how to select relevant business processes for document imaging. You can read the first post here . Lets look at another example on how to decide whether a particular process is suitable for document imaging or not. Let’s imagine that we have a business objective to speed up the processes in order to reduce ...

Selecting the best processes for document imaging

DocuDude
When implementing a document imaging solution it is very important to select the processes that will bring the maximum ROI. Not all processes are suitable for document imaging. So we need to evaluate each process carefully in order to select the most relevant ones. Business needs will definitely vary from one process to another and a single product may not ...

SharePoint 2010 - Save List as Template is missing

DocuDude
Saving a list / library as a template is a very useful feature when we need to reuse a list / library. This gives the ability to create any number of lists / libraries based on a template. The ability to include content in the template makes this a very useful feature. As an example we use this feature to ...

Naming conventions for SharePoint

DocuDude
Following a naming convention is definitely an important step in any implementation. When it comes to SharePoint implementations there are several places where we can use a naming convention such as for service accounts, databases, templates etc… I was trying few methods in SharePoint installations when I found this excellent post, SharePoint 2010 Database Naming Standards in John Powell’s Blog. ...