SharePoint Use Cases

Few weeks ago I taught Course 8912A: Customization and Configuration in Microsoft Dynamics CRM 4.0 and a student asked an interesting question: How should I integrate SharePoint and CRM? Here are some of my advices and experiences on this topic. Scenario 1. Integrating CRM with SharePoint (SharePoint to CRM) Problem: CRM is really great application [...]

Last week Microsoft announced that PerformancePoint scorecarding and dashboarding capabilities will now become part of SharePoint Enterprise CAL and available to customers who are on SharePoint SA. This means that customers who want to deploy PerformancePoint can do so today at no additional cost. This is GREAT news for all enterprise customers; you will not [...]

When planning a SharePoint site, you will need to plan check-in and check-out. Each document library allows you to check-in/out documents and this feature cannot be turned off. On the other hand you can control if check-in/check-out will be required to edit documents. The average end user might have a problem understanding the entire Check-in/Check-out [...]

While browsing End User SharePoint Forums I stumbled upon an interesting questions from idosp: How does one go about setting up an Archiving “list” on a SharePoint OOB blog? Where all the Nov 2008 entries display? Dec 2008? Jan 2009, etc.? Can this be done with OOB? Indeed, most blog engines allow you to display [...]

When setting up SharePoint you might consider creating a master calendar for your team site. A master calendar is a central calendar that allows you to store companywide events to a single calendar. You can also use such a calendar to automate workspace provisioning for each event and to automate attendees list based security. On [...]

Mark Miller (End User SharePoint), Dessie Lunsford (The Elusive Calculated Column) and I were talking about putting together a series of articles on the fantastic 40 templates for SharePoint. Here’s what Dessie suggested we call the series: “The somewhat cumbersome, partially functional, 40-count stab at providing what may or may not be useful, templates available [...]

In order to make SharePoint really functional sometimes little things count. Few weeks ago a customer wanted to display only Date partition of Created value in a list view web part. Let’s say I want to display a list of “My Active Tasks” on a list web part. The time partition of the information is [...]

Paul Grenier is witting an impressive series on EndUserSharePoint.com on how to use JQuery to improve SharePoint look’n’feel. Few weeks ago I emailed him with a challenge: “…create a script to resize EWA [Excel Web Access] web part automatically to match content inside.”. Excel Web Access web parts are great, but if you are using [...]