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Entries for the 'Consulting Services' Category

A Bug in Calendar Lists
Jack Cosgrove

A Bug in Calendar Lists

As I explained in a previous post, a client had need of copying appointments from an Exchange shared calendar to a SharePoint calendar. I recently encountered a bug in calendar lists that I thought I should share. The task was to populate a SharePoint calendar with appointments from Exchange. Exchange appointments have a unique ID that I was using in SharePoint, but this ID is re-used for instances of a recurring appointment. In order to differentiate instances of recurring appointments, I wo...

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Changing the CRM Icon in Outlook
John Sullivan

Changing the CRM Icon in Outlook

At DMC, we have been using Microsoft CRM for quite some time.  The Outlook client makes using CRM much simpler and allows for many features to be readily accessible. It is easy to look up contacts, track emails in CRM, and see CRM tasks in the Outlook task bar, among many other great features. My one complaint was that emails tracked in CRM were displayed with a CRM icon:  This feature was nice, since it let me know when emails were b...

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Prepare for SharePoint 2013
Jack Cosgrove

Prepare for SharePoint 2013

 SharePoint 2013 RTM was released recently to MSDN subscribers, and I have been reading up on some of its features since then. I'll provide an overview of what to expect from SharePoint 2013. In-place upgrades from SharePoint 2010 are not supported. This means that a new farm will have to be created, and 2010 content upgraded by the database attach method. The database attach method supports both content databases and service application databases now. Web parts can be h...

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Jack Cosgrove

Tired of refreshing SharePoint external data columns?

SharePoint external data columns are an invaluable tool when drawing data from sources outside SharePoint, as I reported in previous blog entries. Whether the data exist in SQL Server, a WCF web service, or elsewhere, external data columns can integrate this data with out-of-the-box SharePoint lists. External data columns do however have one major disadvantage. Unlike external lists, external data columns cache the information drawn from the external content type within SharePoint. While the ...

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Jack Cosgrove

Copying Appointments from Exchange to a SharePoint Calendar

Recently I had the opportunity to programmatically copy Exchange appointments to a SharePoint calendar. This was done using the Exchange web services API. I found no examples of this procedure online, so I thought I would add my own example. This example looks 62 days into the future and copies appointments from a shared calendar in Exchange located in the public folders root. // Here are the references you'll need using System; using System.Linq; using System.Net; using Microsoft...

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Consider Migrating to the Cloud
Jack Cosgrove

Consider Migrating to the Cloud

Is cloud computing right for your business? Working on the consulting services team at DMC, I encounter clients with a desire for an office intranet without the hassle of reinventing the wheel. SharePoint does a lot for its users, but the fact remains that an on-premise installation requires dedicated hardware and configuration. Microsoft's cloud version of SharePoint, previously called SharePoint Online and now called Office 365, solves that problem by hosting your instance of SharePoint...

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SharePoint Gotchas - and How to Beat Them
Jack Cosgrove

SharePoint Gotchas - and How to Beat Them

SharePoint is a fairly complex product that is in a state of constant maturation. With so much customization available to users and developers, it can be hard to stay on top of best practices - especially when those best practices may not be documented in easy-to-find places. To help other users and developers, I have compiled this list of SharePoint "gotchas" and their remedies. I cannot find a column in a list or list item! Make sure you are using the appropriate name - external ...

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To Save or not to Save? (to SharePoint)
Rick Rietz

To Save or not to Save? (to SharePoint)

I recently fielded a question from a client who wanted to know when it was appropriate to save a file to SharePoint instead of saving the file to the network shared drive.  I was happy to hear that the alternative to saving to SharePoint being considered was a network shared drive and not a personal hard drive. You might ask why: You can't index and search for a document on a personal hard drive Others won't know the file even exists unless you tell them No one can ac...

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DMC to Lead Roundtables at SharePoint Share-A-Pint
Rick Rietz

DMC to Lead Roundtables at SharePoint Share-A-Pint

Join DMC at the Chicago SharePoint "Share-A-Pint" on June 13th at 5:30pm, featuring discussions led by DMC's Anjali Bharadwa and Jack Cosgrove. "Share-A-Pint" is an informal monthly event aimed at knowledge sharing and networking between SharePoint professionals. Event Topics: DMC Senior Consultant, Anjali Bharadwa, will lead an administrator roundtable entitled "SharePoint Designer Workflows". DMC Application Developer, Jack Cosgrove, will&...

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SharePoint of Contact 2: Integrating SharePoint 2010 with CRM Online
Jack Cosgrove

SharePoint of Contact 2: Integrating SharePoint 2010 with CRM Online

SharePoint of Contact 2: Using CRM Online Data within SharePoint In this previous blog post, I explained how to integrate Microsoft Dynamics CRM with SharePoint 2010 using an External Content Type (ECT) linked to the Dynamics SQL Server instance. Today I will explain how to integrate Microsoft Dynamics CRM Online with SharePoint 2010, also using an ECT. Since CRM Online data is only accessible via web services, we will use a WCF web service-based ECT. First a note about why CRM Online data...

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DMC to Lead Cloud Workshop at Microsoft's Midwest District
Jessica Mlinaric

DMC to Lead Cloud Workshop at Microsoft's Midwest District

DMC and Metalogix will be holding an executive workshop on June 20, 2012 at the Microsoft Midwest District in Downers Grove, IL. The event will focus on helping business leaders take advantage of cloud-based data and information solutions. With the release of Microsoft Office 365, SharePoint 2010 is now available in the cloud and poised to go mainstream. Many are considering hybrid solutions with both on-premise and cloud implementations of SharePoint. This event will highlight options for ma...

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Automatically Create a Site Using SharePoint Designer Workflow
Anjali Bharadwa

Automatically Create a Site Using SharePoint Designer Workflow

In the event that a site needs to be created when an item is added to a list, users are able to manually create the site from the out-of-the-box templates or even a customized template if one has been created. To avoid users having to perform these manual steps and take the chance of them creating the site incorrectly, the custom "Create a Site" action from ILoveSharePoint which can be downloaded free is the perfect tool. This action, along with other custom actions that a...

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DMC Achieves Microsoft Partner Gold Status in Software Development and Portals and Collaboration
Jessica Mlinaric

DMC Achieves Microsoft Partner Gold Status in Software Development and Portals and Collaboration

DMC is proud to announce its continued achievement of Gold Partner status within the Microsoft Partner Network. In obtaining this highest level of competency for both Software Development and SharePoint Portals and Collaboration DMC enters its eighth consecutive year of Gold Partnership with Microsoft. Gold Partner status distinguishes DMC among the elite 1% of more than 64,000 Microsoft partners worldwide. To earn a Microsoft gold competency, partners must successfully demonst...

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Upgrading SharePoint from MOSS 2007 to Standard 2010
Jack Cosgrove

Upgrading SharePoint from MOSS 2007 to Standard 2010

A client of our Consulting Services team recently decided to take the plunge and upgrade their SharePoint farm from Microsoft Office SharePoint Services 2007 (a.k.a. MOSS 2007) to SharePoint 2010 Standard Edition. They also decided to add a separate SQL server to their farm, which up until then had been a single-server farm. This wrinkle presented both opportunities and challenges for our upgrade strategy. I'll describe that strategy in this blog post. SharePoint offers two broad strategi...

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SharePoint Designer Workflow Mysteries: Why Your Changes Won't Take Effect
Anjali Bharadwa

SharePoint Designer Workflow Mysteries: Why Your Changes Won't Take Effect

I recently encountered an error in SharePoint Designer without a lot of documented information available and wanted to share my workaround with others who may be experiencing it. The bug occurs when attempting a specific action in SharePoint Designer 2007 and 2010, known as “collect data from user.” In SharePoint Designer 2007 the options you choose will not be marked as complete when you click “Finish.” The solution is to click throu...

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Dueling ULS Viewers
Jack Cosgrove

Dueling ULS Viewers

The Unified Logging System (ULS) logs are one of the developer's and administrator's best friends when troubleshooting SharePoint. But as anyone who has ever browsed through ULS logs can attest, their readability leaves something to be desired. In this blog, I'll review two solutions to improve the readability and searchability of ULS logs: Microsoft's own, unsupported ULS Viewer and a competing ULS viewer offered by Stefan Gordon. Let's start with the Microsoft offering. ...

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Installing a SharePoint 2010 Mixed Mode Login Page from End to End
Jack Cosgrove

Installing a SharePoint 2010 Mixed Mode Login Page from End to End

A lot of our SharePoint clients at DMC want a SharePoint site which allows users outside their company network to have login access to the site. SharePoint supports a type of user authentication called claims-based authentication, which is a composite of Windows Active Directory authentication and forms-based authentication. Forms-based authentication stores the credentials for users not within an organization's Active Directory forest in a SQL Server database. This enables external users to...

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4 Tips to Avoid Continuous Credential Prompts in SharePoint 2010
Anjali Bharadwa

4 Tips to Avoid Continuous Credential Prompts in SharePoint 2010

In some cases, regardless of how well a SharePoint site is built out, users express frustration when discussing the user experience. Examples are asking for your credentials every time you open a file, experiencing long wait times, or having trouble accessing pages. As it turns out, the difficulties that they are experiencing can usually be solved with a few simple configuration settings on your web browser. Here are some quick tips that can be performed by any novice user to enhance your use...

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So that's why businesses implement Microsoft SharePoint...
Rick Rietz

So that's why businesses implement Microsoft SharePoint...

I meet with a handful of business leaders every week, and I regularly get asked the question “What is SharePoint?”  Most people, especially busy executives, don’t have 60 minutes to hear a presentation and demonstration about SharePoint.  So here’s how the conversation usually goes: Busy Business Executive:  What is SharePoint? Me:  “SharePoint is an Enterprise Collaboration Portal” Busy Business Executive:  So, what does t...

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SharePoint of Contact: Integrating SharePoint 2010 with Microsoft CRM
Jack Cosgrove

SharePoint of Contact: Integrating SharePoint 2010 with Microsoft CRM

Greetings from DMC! My name is Jack Cosgrove, and this is my first blog post as a member of this awesome company. One of my roles at DMC is as an application developer for Microsoft SharePoint, and I hope the following blog post will be of value to both the SharePoint developer and user communities. Today I will walk through the process of integrating SharePoint with a Microsoft CRM database so that CRM data can be used within SharePoint. I was able to piece this together from ...

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