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Entries for 'David Ufford'

Single Sign-on with Dynamics CRM External URL
David Ufford

Single Sign-on with Dynamics CRM External URL

Recently I was setting up an Internet Facing Deployment (IFD) for a new Dynamics CRM 2013 implementation. Luckily the process has not changed much since CRM 2011, and there are many blogs and even a whitepaper that cover the topic.  One of the biggest pain points is that the CRM claims based / IFD configuration publishes two access URLs, one each for internal and external use. The external url does not allow for windows integrated single-sign on, and the internal URL cannot be acces...

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Always Open SharePoint 2013 Tasks in Edit Mode
David Ufford

Always Open SharePoint 2013 Tasks in Edit Mode

One of the little annoyances with SharePoint workflows is that tasks often open in a display-only mode by default, especially when you are following an email link. The extra click needed to place the task in "Edit" mode causes confusion and wastes time. In SharePoint 2007 and 2010, you could get around this by customizing the task URL in a notification email, or by having users use the "Open this Task" feature of the Outlook client. Unfortunately neither of these options w...

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Create Site From Template using SharePoint 2013 Workflow
David Ufford

Create Site From Template using SharePoint 2013 Workflow

SharePoint sites are often created for new customers, projects, and events. While it is possible to create each new site manually, having an automated process greatly reduces user training and effort. In previous versions of SharePoint, creating sites from a workflow required deploying custom actions. However, with the new Call HTTP Web Service action in SharePoint 2013, it is possible to apply some tricks and achieve the same result using only SharePoint Designer. Creating a new site usin...

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Building Workflows with New Features of SharePoint 2013
David Ufford

Building Workflows with New Features of SharePoint 2013

What is different between the SharePoint 2010 and 2013 workflow engines?  Here are a few new features we find most relevant to our clients.  With the 2013 designer, we can now:  Query almost anything:   The addition of Call HTTP web service as a designer action extends the reach of workflows without resorting to custom code.  Within SharePoint, an HTTP call can query or change list data even on other sites.  Externally, we can interface with other...

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