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Entries for the 'Consulting Services' Category

RESTful Logins
Jack Cosgrove

RESTful Logins

If you are constructing a web application, you will probably have to create a login page that generates a user session. If you are not aware, RESTful (representational state transfer) URLs are considered best practice for internet applications. As a general rule (only to be broken under duress), RESTful URLs should be nouns, while the HTTP method is the verb. For example, if you want to see a user profile page and the user ID is 8, then a RESTful URL would be https://host/users/8/. “users&...

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Automated Contract Generation using Document Metadata In SharePoint 2013
Michael Dannemiller

Automated Contract Generation using Document Metadata In SharePoint 2013

One problem we run across on a fairly regular basis is the process of creating a single document which differs only slightly. Often times, this is a contract for a business that has standardized services. They want to generate a contract with the contact information of a new client, but all of the rest of the content is identical between contracts. One fantastic way to accomplish this is by using list metadata to populate fields in a document with Microsoft Word's Quick Parts. Step one is...

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Building Content Expiration Reminders in SharePoint 2013
Michael Dannemiller

Building Content Expiration Reminders in SharePoint 2013

When you have time-sensitive tasks or documents that require renewal or can expire, SharePoint can be the perfect tool to help you and your company remember to address these upcoming concerns. Using SharePoint Designer workflows, we can set automated reminders to send notifications to assigned parties in order to prevent critical information from becoming overdue. The first thing we have to do is create the key fields in the list for which we want to set reminders. I’m going to assume t...

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Color Coding Lists in SharePoint 2013, 2016, or Office 365
Anjali Bharadwa

Color Coding Lists in SharePoint 2013, 2016, or Office 365

My last video blog on color coding in 2010 was a huge success and now that everyone is moving to Office 365, I often get questions about how do we make this work in SharePoint 2013, or later. (If you are wondering why you should upgrade to newer versions of SharePoint, check out 10 Reasons Why Business Users Should Upgrade to SharePoint 2013.) There is one key difference, which if you do not complete, your color code icon will not display. The new step is to change the list web part to a...

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Avoid Buyer’s Remorse by Choosing Office 365
Rick Rietz

Avoid Buyer’s Remorse by Choosing Office 365

If you had to describe Office 365 in one word, what would it be? Awesome? Confusing? For me the answer would be: Simple. Simple to use, simple to administer, and simple to purchase.  We live in a fast paced society, which unfortunately has caused most of us, including myself, to become impatient. In fact, I’m currently asking myself if I lost my audience due to this long introduction, but my point is coming, I promise.  This impatience has led us to make quick decisions, ma...

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SharePoint REST API Tips
Peter Rijks

SharePoint REST API Tips

We’ve talked about SharePoint’s REST API before, but today I want to share a couple of tips for testing and playing with the REST API. The REST API is one of several ways to automate SharePoint tasks, and it is especially useful in workflows because as of SharePoint 2013, workflows can make calls to web services. This means we can make calls to the REST API from a workflow. The REST API supports a large number of actions that we can’t do with the out-of-the-box workflow acti...

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How to Prepare for Life After Windows Server 2003 R2
Rick Rietz

How to Prepare for Life After Windows Server 2003 R2

As a Microsoft Gold Partner, I frequently attend partner events, both online and in-person. One thing I can guarantee prior to attending, is that at some point Windows Server 2003 going End of Life will be discussed. While it is old news to me and many others, somehow there are still eight million instances of the Operating System running in North America. While July 14, 2015 feels like a long way away, especially for a Chicagoan standing on the precipice of winter, Microsoft customers need to d...

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Highlighting Required Nintex Fields Dynamically
Jack Cosgrove

Highlighting Required Nintex Fields Dynamically

Nintex offers a great platform with which to customize SharePoint forms. Although the capabilities of Nintex are great, not everything can be done out of the box. I needed to highlight Nintex Forms 2013 controls that were required but had not yet been assigned a value. I was able to accomplish this with some custom JavaScript that used the Nintex version of jQuery. The HTML input types supported by the following JavaScript are text, radio, and checkbox. When a text input is empty, a red bound...

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Office 365 Business and Technical Benefits
Rick Rietz

Office 365 Business and Technical Benefits

Microsoft continues to deliver enhancements and improvements to its Office 365 cloud offerings. With a brand new suite of Office 365 plans going live on October 1, 2014, I thought it might be helpful to share an updated list of business and technical benefits.  Below I have shared my thoughts on what I consider the most compelling features and benefits of Office 365. There are a lot more features and benefits than I have listed here, so you shouldn't consider my lists exhaustive...

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10 Reasons Why Business Users Should Upgrade to SharePoint 2013
Anjali Bharadwa

10 Reasons Why Business Users Should Upgrade to SharePoint 2013

Ever wondered what the benefits of SharePoint 2013 are in comparison to SharePoint 2010? The ten most useful features of SharePoint 2013 for Business Users are listed below:             1. You can drag and drop documents into document library 2. You can edit a list in spreadsheet mode by just clicking edit list 3. You can see a preview of the document before opening it  4. When you start to type in a name, it will provi...

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Forcing Documents in SharePoint Search Results to Open in Client Application
Sam Weber

Forcing Documents in SharePoint Search Results to Open in Client Application

One of the most common tasks that a user performs in SharePoint is opening a document. Whether it's a PDF, a Word document, or an Excel spreadsheet this very straight forward task can get complicated very quickly. Sometimes users are continually asked to enter their credentials when opening files. Other times, the administrator of the site wants to require documents to be checked out. Though these issues are widespread, what I would like to address today is forcing SharePoint to open do...

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Office 365 Small and Midsize Bundles Get a Makeover
Rick Rietz

Office 365 Small and Midsize Bundles Get a Makeover

As Microsoft Office 365 users know, one of the many benefits of being in the cloud is always having the latest and greatest versions of software. In addition to having the most up to date functionality, on October 1, 2014 Microsoft Office 365 customers will see new product bundles and pricing improvements aimed at small and medium sized businesses (1-300 users). The Enterprise plans will remain unchanged. What Benefits and Features come with these updates? Increased Flexibility: Custome...

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Office 365 & Sharepoint Custom Packaged Solutions
Rick Rietz

Office 365 & Sharepoint Custom Packaged Solutions

David and I spent the DMC Fed Ex Day putting together information that describes a dozen packaged solutions that DMC has developed for SharePoint and Office 365. For each solution, we authored a description of the solution along with a list of features and a list of benefits. We also developed a pricing model for each packaged solution.   Below is a sneak preview of the packaged solutions our team has developed. Fault Tracking and Reporting IT Help Desk Tracking Maintenanc...

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Solutions For Common Problems in Outlook 2013
Timothy Johnson

Solutions For Common Problems in Outlook 2013

In my experience, the most widespread issues that occur for both DMC users and our external customers, happen while using Microsoft Outlook. This is partially due to the fact that Outlook is quite possibly, the most important application and definitely the most used application in the office. Outlook may live locally or in the cloud via Office 365, which offers access to Outlook, Word, Excel, and other Microsoft Office tools from anywhere you can get a Web connection and from virtually any devic...

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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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Testing SharePoint 2010 Email Receivers - Part One
Jordan Harris

Testing SharePoint 2010 Email Receivers - Part One

If you have ever worked with SharePoint development, you may have run into a situation where it becomes necessary to test the functionality of a custom email receiver event handler on a document library. This blog will not go into detail on how to create the library programmatically (Andy Burns has a good post on that here), instead we will focus on the infrastructure necessary for testing the event handler on a development server. There are two main components that need to be present in your...

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Remove Field from New Form, Edit Form or Display Form in SharePoint 2013
Jerry Choinski

Remove Field from New Form, Edit Form or Display Form in SharePoint 2013

In this brief blog post I wanted to describe the steps needed to remove unused fields from the New Form, Display Form and/or Edit Form in SharePoint 2013. While it is easy to add and remove fields from list views through SharePoint’s user interface, there isn’t a good way to do so for the three different forms which we use to add, edit and view information of individual items. We are often left with fields that should not be part of the forms. We might need hidden fields used by a...

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Always Open SharePoint 2013 Tasks in Edit Mode
David Ufford

Always Open SharePoint 2013 Tasks in Edit Mode

SyntaxHighlighter.all(); 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 ...

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DMC Achieves Microsoft’s Silver Business Intelligence Competency
Jessica Mlinaric

DMC Achieves Microsoft’s Silver Business Intelligence Competency

DMC is proud to announce that it has achieved Microsoft’s Silver Partner Status for Business Intelligence (BI) solutions. This achievement recognizes DMC’s proven ability to help customers monitor, analyze and plan business performance based on actionable business insight. DMC’s BI service offerings are geared towards helping clients identify and define high-level Key Performance Indicators (KPIs), design visually appealing dashboards, and complete technical data integration.&n...

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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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