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 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 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 ...

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 ...

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 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 ...

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 ...

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 ...

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 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 ...

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 ...

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 ...

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 ...

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. ...

The ability to work offline has become an essential requirement for today’s content management solutions. Similarly we wanted this feature for SharePoint Online also. [As posted here we use Microsoft Online Services which is also called BPOS (Business Productivity Online Suite). This post explains how to set SharePoint Online available for offline usage using SharePoint workspace 2010.] In SharePoint 2007 ...

Two main concerns for any document imaging exercise are the image quality and the file size. Anyone will need to get the best possible image quality while keeping the file size to a minimum for obvious reasons. Thus image enhancement has become an essential step in a well defined capture workflow. The purpose of image enhancement (image cleanup / image ...

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