SharePoint Archives - FMT
The SharePoint Records Center and How to Get Started
The SharePoint Records Center solution addresses many diverse requirements for organizations with identified content retention and compliance policies. The Records Center's purpose is to serve as a central repository where you can store and manage confidential documents. It supports the entire records management process, from records collection through records management to records disposition through a solution, combining rules and workflows with archive records repositories. Today, we will go over the key features of the SharePoint Records Center and learn how to get it started. Features of the Record Center • Record Routing: The Records Center includes a Content Organizer that can automatically route incoming records (whether submitted automatically or manually) to their proper location, based on their record type. Content Organizer is enabled as a site feature which helps in automatically routing the incoming records to their destination. • Auditing: This feature logs events and operations that are performed […]
What's inside Modern Team Sites for End Users?
Modern Team Site is brand-new user experience. It's more than just a fresh look, it's designed from the ground up to work on mobile devices, and it addresses dozens of nagging usability issues. Modern Team sites are available to use in Office 365 and work seamlessly with Mobile apps also. In this article, we will discuss some of the key features of Modern Team Sites. What Are Modern Team Sites? Before we start, let's talk about what Modern Team Sites are. Released in 2016, Modern Team Sites is composed of pages, lists, libraries, and team news, thanks to integration with Office 365 Groups, allowing users to collaborate and communicate with others. According to Microsoft, "when you create a modern team site in SharePoint Online, it automatically creates the O365 group, group email address, and ability to identify whether this site will contain sensitive data (privacy) and more new features. […]
How to complete a SharePoint Cloud Migration
Today, many businesses are becoming more comfortable considering cloud services to host critical business applications as opposed to the traditional on-premise implementations which were quickly proven to come with an increased cost. Microsoft SharePoint Online, a component of Microsoft’s Office 365 cloud business solution, offers best of breed features for any organization looking to improve team collaboration and secure information sharing. Microsoft has invested many resources to continually improve its cloud services delivery around the SharePoint platform allowing Office 365 to become the most mature and popular cloud service on the market. Let’s assume you have just made the decision on SharePoint Cloud Migration. Congratulations! The initial step of exploring and familiarizing yourself with the newest features of SharePoint Online should have been the first step for you. By doing this upfront research, your business can position itself to take full advantage of newer or unfamiliar SharePoint functionality when working […]
[Video] Deliver Projects on Time and within Budget with Project Online & SharePoint
If you are spending more time updating deadlines and task assignments than working on deliverables, it’s time to upgrade to Microsoft SharePoint and Project Online. In this session... Experience Project Online’s solutions for scheduling, time and task management, and resource assignments See how Project integrates with your existing Microsoft Office tools Learn best practices for when to use SharePoint vs. Project Online Explore reporting and dashboard functionalities and get creative with various views and chart options As your local Microsoft Partner, FMT Consultants can help you set up your project environment and train your team to ensure you are getting the most out of your Office 365 solution. To learn more about how Project Online and SharePoint can save you time on project planning and optimize project outcomes, please contact us by filling out the form below.
[Video] Connect Customers and Their Information with CRM + SharePoint
Are your customer documents (quotes, contracts, etc.) associated with the correct customer and easily accessible from within their account record in CRM? If it takes your sales team more than a few clicks to find accurate customer information, you can streamline your process and improve sales performance with the powerful combination of Microsoft Dynamics 365 (CRM) and SharePoint. In this video… Discover how you can store and manage documents in SharePoint—providing external users access to collaborate on the documents View documents within the context of a record in Microsoft Dynamics 365 Explore rich features such as enterprise search, custom folder hierarchy, and auto site provisioning. As your local Microsoft Partner, FMT Consultants can help you combine the customer management capabilities in CRM and the information management capacity of SharePoint. You’ll gain a complete view of your customers and their business documents, without having to jump between systems.
SharePoint Framework SPFX with Angular2
SharePoint framework is the new client site development model. With the new Office 365 User Interface, the Page framework model has been changed altogether. Microsoft built a new framework to deliver customized User Interfaces in the form of Client Side web parts. The advantages of using the new SharePoint Framework (SPFX) can be listed as follows: Replacement for Script Editor or Content Editor Web Parts. No need to store custom settings for our web part in the form of SharePoint Lists. Use of popular Client side frameworks link Angular, Angular2, Knockout, React etc. The blog will be based on the following sections. Each section has its own significance and can be skipped if you are already aware regarding particular section. Setting up Office 365 tenant Setting up your development environment Building your first Client web part using Angular2 1. Setting up Office 365 tenant Sign up for an Office 365 […]
[Video] Protect Your Files with Information Rights Management on SharePoint
Are your files being modified by unauthorized users? Do you have files that you want to share with your team, but not the rest of the company? Are you worried that unauthorized users may be accessing and modifying your content? No matter where your files are stored—SharePoint Online, SharePoint On-Premises, Office 365, OneDrive for Business, or a combination—information security is paramount. Get control of your content by applying Information Rights Management (IRM) to your SharePoint environment. We will walk you through the process of setting up IRM—share how to restrict files from unauthorized users—and how IRM works in conjunction with SharePoint. Not yet on SharePoint? Discover the possibilities for your content.
How to Resolve Errors When Trying to Synchronize a Microsoft Project File to a SharePoint Task List
Have you tried to synchronize a Microsoft Project file or other list to a SharePoint Task List but got an error? This is a little known feature of Microsoft Project and SharePoint. It allows you to synchronize a full Microsoft Project Plan directly into an existing SharePoint task list in order to view and manage the individual project tasks within SharePoint. However, you might run into this error when you try to synchronize the project plan: “We can’t write task %SharePoint URL% to the SharePoint site. This is either because the tasks list is in read-only mode or because this task has a column that requires a unique value” The first thing that you will want to do is check the site columns and look for a column named “Name”. Navigate to SharePoint site Select the list task you are having issue with Go to list setting from the […]
When Microsoft SharePoint and Microsoft Flow Join Forces
Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more… What if we told you that you could have the power to connect all your SharePoint lists and libraries to a host of other apps from Dynamics CRM and Yammer to Dropbox, Mail Chimp, and Twitter? Imagine creating an item in SharePoint whenever a new lead is added in Dynamics or automatically copying files from your Dropbox to a SharePoint document library. Now, what if we told you that you could do this in a matter of minutes and with zero lines of code? SharePoint helps organizations share and collaborate with colleagues, partners, and customers. You can connect to SharePoint Online or to an on-premises SharePoint 2013 or 2016 farm using the On-Premises Data Gateway to manage documents and list items. But wait, there’s more! Want to get notified when a new […]
3 Document Management Mistakes Every New SharePoint User Makes
If you are new to Microsoft SharePoint Online, or are considering implementing SharePoint Online, resist the following common mistakes: Creating a File Share on SharePoint Placing everything in SharePoint Thinking of SharePoint only as a document management tool File Share Pains For many, the reality of document or file management is a nested folder hierarchy on a local File Share. While initially this structure works well enough, as many have discovered it becomes a less than optimum option as folder designs grow. Typical problems inherent in this approach include: Broken access permissions No governance on folder creation nomenclature Extremely slow and unreliable search capabilities Limited document collaboration with nested folders Inconsistent or non-existent document versioning All of the above problems can contribute to poor network performance with multiple versions of documents clogging email servers and bloated network storage containing duplicate documents. Without manually inspecting similar documents, the default reaction is […]
Everything You Need to Know About Durable Links in SharePoint 2016
Durable Links in SharePoint allow users to open a document in WOPI (Web Application Open Platform Interface Protocol) using unique resource IDs that are assigned to each document. This allows users to rename or move their documents to new places without worrying about breaking the various links referring to the document. Durable links are a great feature which allows the improvement of SEO and search based indexing to remain functional for documents even after they are renamed or moved to another document library. Not only does this feature allow us to manage documents easily, but it also ensures that other services, whether it’s SharePoint or a 3rd party solution, continue to work seamlessly. Causes for broken links can be any of the following: Forgetting to change internal links while moving or renaming a web page. Failing to update references to a SharePoint library or list after moving documents. Restructuring libraries […]
3 Applications That Boost Business Productivity and Collaboration
Efficient collaboration and communication are key components in the success of every business. If your company is still sending attachments back and forth, reserving the conference room to review and update documents, or married to email, you could be missing out on new business. This blog post reviews 3 cloud-based software applications that integrate people and processes to help maximize productivity. Skype Mobile computing continues to evolve and redefine the way we work and live. It is now standard practice for businesses to have remote employees, customers, and partners. Skype helps connect people near and far through audio, video, and web conferencing. It also helps increase productivity by offering the ability to send instant messages instead of playing email tag for issues that could be resolved quickly. Skype integrates with SharePoint and Office Online, so you can collaborate, work on documents together, and get things done faster. SharePoint If there […]