Blog | Collective Intelligence, Inc.: Posts http://www.collectiveintelligence.com/community/blog/Lists/Posts/AllPosts.aspx RSS feed for the Posts list. Sat, 19 May 2012 04:17:18 GMT Microsoft SharePoint Foundation RSS Generator 60 en-US Blog | Collective Intelligence, Inc.: Posts http://www.collectiveintelligence.com/community/blog/_layouts/images/siteIcon.png http://www.collectiveintelligence.com/community/blog/Lists/Posts/AllPosts.aspx InfoPath forms redirect after submission http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=25 Body:
After creating several infopath forms... I needed a method to redirect the users back to the sharepoint homepage rather then sending them to the allitems page. In certain situations, you may only want an admin or supervisor to view the List items, not normal users. So I discovered this url method
&Source=http://sharepoint-landing/Pages/Default.aspx
You will need to place this snippet directly after the first XsnLocation=http... and directly before &SaveLocation=http... The final URL should look something like this (minus the <br>)
http://sp/Pages/Infopath/_layouts/FormServer.aspx?XsnLocation=http://sp/Pages/Infopath/Form.xsn &Source=http://sharepoint-landing/Pages/Default.aspx &SaveLocation=http://sp/Pages/Infopath/Forms &Source=http://sp/Pages/Infopath/AllItems.aspx&DefaultItemOpen=1
​**NOTE: Redirects can only occur within the same site collection.
Category: CI - JImes; Microsoft; SharePoint 2007; SharePoint 2010; Microsoft InfoPath
Published: 2/21/2012 12:27 PM
]]> Justin Imes CI - JImes; Microsoft; SharePoint 2007; SharePoint 2010; Microsoft InfoPath Tue, 21 Feb 2012 17:28:26 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=25 Hiding Calendar start times http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=24 Body:
Back to MOSS 2007. I was tasked to hide the starting times within the multiple calendar views. So I instantly thought, its CSS styling time... and this is what I came up with. 

Within the calendar page, I added a new content editor web part and made it a hidden webpart. I then went into the source editor and added these lines of code.
<style> .ms-cal-weekitem A NOBR {display:none;} 
.ms-cal-dayitem nobr{display:none;} 
td.ms-cal-monthitem A NOBR {display:none;} </style>
This will override the core.css styles and hide the starting times when viewing a weekly, daily, and monthly calendar. This will allow the events to sort vertically and not stretch the date by sorting horizontally. Please enjoy.​
Category: CI - JImes; SharePoint 2007; Microsoft
Published: 2/21/2012 12:26 PM
]]> Justin Imes CI - JImes; SharePoint 2007; Microsoft Tue, 21 Feb 2012 17:27:12 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=24 Publishing Portal minus the Approval Workflow http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=23 Body:
After installing a SharePoint 2010 Publishing Enterprise Portal, I noticed the publishing is now two parts, it includes an out of the box approval workflow. This is good if you need a two step workflow attached. However, most small companies do not need a content approval process... so how do we get around this? 

Its a manually process, but I found out if you go through each library and do the following steps 

Site Actions > Edit Page > Click Page Tab > Library Settings > Versioning Settings 

Then set "Require content approval for submitted items" to NO 

You will have to go through each library and switch this settings to NO. (even picture and document libraries are defaults to content approval) 

After doing this, you now can simply click publish and your content is LIVE.
Category: CI - JImes; Microsoft; SharePoint 2010
Published: 2/2/2012 12:24 PM
]]> Justin Imes CI - JImes; Microsoft; SharePoint 2010 Tue, 21 Feb 2012 17:25:47 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=23 Files in SharePoint 2010 Save Dialog http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=22 Body:

​The first time I setup a SharePoint 2010 instance, I noticed that the document libraries were only allowing users to save a local copy to their hard drive before opening the file. After doing some research I found out that this is a new tightened security added in from Microsoft.

In order to get around this feature, simply log into central admin and click on the current web application.

Then click General Settings and change "Browser File Handling" from Strict (default) to Permissive.

Here is the default info under General Settings

Browser File Handling

Specifies whether additional security headers are added to documents served to web browsers. These headers specify that a browser should show a download prompt for certain types of files (for example, .html) and to use the server's specified MIME type for other types of files.

Permissive Specifies no headers are added, which provides a more compatible user experience.

Strict Adds headers that force the browser to download certain types of files. The forced download improves security for the server by disallowing the automatic execution of Web content that contributors upload.

Category: CI - JImes; Microsoft; SharePoint 2010
Published: 2/1/2012 12:22 PM
]]> Justin Imes CI - JImes; Microsoft; SharePoint 2010 Tue, 21 Feb 2012 17:23:34 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=22 Web Part Maintenance View http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=21 Body:

Often times when building custom web parts or hanging third party web parts, error may occur or sometimes a script error is thrown.  Well how do I edit the web part page and delete the erroring web part? Certain cases, you don't even have access to site actions... so what do you do?

Simple work around... add ?contents=1 at the end of whatever page you need to delete the buggy web part from.

For example, URL of the erroring page
http://myfoundation/Home/default.aspx

Web Part Maintenance Page
http://myfoundation/Home/default.aspx?contents=1​

​
Category: CI - JImes; SharePoint 2010; SharePoint 2007; Microsoft
Published: 2/21/2012 12:13 PM
]]> Justin Imes CI - JImes; SharePoint 2010; SharePoint 2007; Microsoft Tue, 21 Feb 2012 17:14:29 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=21 SharePoint Designer - Eat, Sleep, Breathe Designer. http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=20 Body:
With SharePoint Designer 2010, you can build complete, rich, reusable, process-centric applications on the SharePoint platform that integrate external data. Developers can use SharePoint Designer 2010 to get a quick start on SharePoint development projects. 

This is a quick reference for all your SharePoint Designer Needs: 
Category: CI - JImes; Microsoft; SharePoint 2007; SharePoint 2010
Published: 2/21/2012 12:10 PM
]]> Justin Imes CI - JImes; Microsoft; SharePoint 2007; SharePoint 2010 Tue, 21 Feb 2012 17:11:17 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=20 Moving SharePoint 2010 Central Admin from Web Server to App Server http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=19 Body:
I always heard horror stories from moving Central Administration around, but once I gave it my first try... I realized it wasn't even that hard for 2010.  Here are the simple steps to perform to move your Central Administration from your Web Server to your App Server.
  1. On the Web Server where CA is currently located
    • Run the SP configuration wizard
    • Click Do not disconnect from the server farm
    • Click Yes, Remove this website from this machine (removes IIS site)
    • Click OK

  2. Now, on the App Server
    • Run the SP configuration wizard
    • Click Do not disconnect from the server farm
    • Click Use this machine to the CA website
    • Place same port # :1111
    • Click Next

    1. Double Check your newly located Central Administration
      • You may have to re-run the Farm Configuration Wizard

    2. Double Check your Services on each server

    3. Double Check the Shared Service Provider

    4. Double Check your event log for any unforeseen errors.
    That's It, Once you successfully moved CA, if you log into your Web Server and launch CA, you will notice it is now pointed to the new App Server.

    *NOTED: Best Practice is to Host your Central Administration on your Application Server.

    Enjoy!
    ​
    Category: CI - JImes; Microsoft; SharePoint 2010
    Published: 2/21/2012 12:09 PM
    ]]>     Justin Imes CI - JImes; Microsoft; SharePoint 2010 Tue, 21 Feb 2012 17:10:00 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=19     Moving ALL SharePoint 2010 Database to a Storage Area Network http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=18 Body:
    Here is the approach that I took, when moving all my SharePoint 2010 Databases (including admin, config and search), so far so good with my current SharePoint 2010 Farm.
    1. On the server with Central Administration, I stopped the following services.
      • SharePoint 2010 Administration
      • SharePoint 2010 Timer
      • SharePoint 2010 Tracing
      • SharePoint 2010 User Code Host
      • SharePoint 2010 VSS Writer
      • SharePoint Foundation Search V4
      • World Wide Web Publishing Service
      • SharePoint Server Search 14
      • Web Analytics Data Processing Service
      • Web Analytics Web Service

    2. Then on my MSSQL database, I mounted a new drive using the ISCSI initiator, which created a new storage drive where my new Databases will live.
    3. Next, using SQL Server Management Studio, I detached all my databases one by one.

    4. Then I simply copied ALL the SP databases over to my new drive. (copy all .MDFs and .LDFs)
      • On my new drive, I did place the new DBs in a folder structure simliar to my original SQL \\MSSQL\DATA\

    5. Next, using SQL Server Management Studio, I attached all the databases from the new path.
      • NOTE: Be sure to run management studio AS ADMIN or your SharePoint_Config will attach as Read-Only, which will cause you issues with your farm.

    6. Once all the databases are reattached and running, I rebooted the SharePoint Servers.

    7. I then went back into my server with CA, ran the SharePoint Configuration Wizard, which allowed me to reconnect to the Farm, which I had to supply my existing Farm PassPhrase.

    8. I had to also reconnect the SharePoint Central Administration through the Wizard.
      • One thing I did notice is that I had to delete my current CA from IIS, because it conflicting with the wizard.
      • But once the configuration wizard was complete, it reconnected and recreated the CA in IIS.

    9. Thats it, CA came back up, all my web servers were reconnected and life is good.

    10. Be sure to double check your Health Analyzer and your Services on Servers.

    ​
    Category: CI - JImes; SharePoint 2010; Microsoft
    Published: 2/21/2012 12:07 PM
    ]]>     Justin Imes CI - JImes; SharePoint 2010; Microsoft Tue, 21 Feb 2012 17:08:30 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=18     Hiding Quick Launch Nav in SharePoint 2010 http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=17 Body:
    I found adding inline styles not only successfully hides the Quick Launch but if you also add a 0px margin, that will compress the left nav placeholder. This will need to be done in the Master page.
    locate the following styles

    <div id="s4-leftpanel" class="s4-notdlg">

    This div class references the ribbon itself, so we are goin to add a div style to display NONE

    <div class="s4-ca s4-ca-dlgNoRibbon" id="MSO_ContentTable">

    This div class references the placeholder (navigation column) we will need to compress this and add a div style that will make the left margin a 0 px

    after your done your two new tags should look simliar to these below

    <div id="s4-leftpanel" style="display:none" class="s4-notdlg">

    <div class="s4-ca s4-ca-dlgNoRibbon" style="margin-left:0px" id="MSO_ContentTable">

    Thats it... once this is done, check the master page in and you will no longer see the quick launch.
    ​
    Category: CI - JImes; SharePoint 2010; Microsoft
    Published: 2/21/2012 12:06 PM
    ]]>     Justin Imes CI - JImes; SharePoint 2010; Microsoft Tue, 21 Feb 2012 17:07:10 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=17     Commonly Used XSL Statements http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=16 Body:

    Sample Code for a working XSL If Then Statement

    <xsl:choose>

    <xsl:when test="@new_website != ''"><a href="{@new_website}" target="_blank"><strong>FULL PROPERTY DETAILS</strong></a></xsl:when>

    <xsl:otherwise><a href="/PropertyPDFs/{@new_businesskey}.pdf" target="_blank"><strong>FULL PROPERTY DETAILS</strong></a></xsl:otherwise>

    </xsl:choose>

    ​Sample Code for a working XSL Normalizing Spacing
    (If value doesn't exist, Hide the spacing and label)

    <xsl:if test="not(normalize-space(@new_warehousesqft) = '')">Warehouse Sq. Ft.: <xsl:value-of select="@new_warehousesqft" /><br /></xsl:if>
    ​
    ​
    Category: CI - JImes; SharePoint 2007; SharePoint 2010; Microsoft
    Published: 2/21/2012 11:56 AM
    ]]>     Justin Imes CI - JImes; SharePoint 2007; SharePoint 2010; Microsoft Tue, 21 Feb 2012 16:57:14 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=16     Reporting Service Web Part Error http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=15 Body:

    Today we discovered an issue with the RS Webpart.  The issue was, the SPsessionStateService was disabled, the status of this service can only be viewed from Powershell.

    • Uninstalled the rsSharePoint.msi, rebooted web server

    • Disabled the UAC (user access control)

    • Reinstalled rsSharePoint.msi, Activated RS Feature

    • Opened Powershell as Administrator
      • PS C:\> Enable-SPSessionStateService

    Opened Page, Inserted Web Part, No Error.

    ​
    Category: CI - JImes; Microsoft; SharePoint 2010
    Published: 2/21/2012 11:54 AM
    ]]>     Justin Imes CI - JImes; Microsoft; SharePoint 2010 Tue, 21 Feb 2012 16:56:00 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=15     Stay Up to Date on the Availability of SharePoint Online Sites http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=14 Body:
    If your organization has a hosted SharePoint Online site provided as a service by Microsoft Online Services, there's an RSS feed you may want to review. Microsoft uses an RSS news feed to inform its subscribers about planned and unplanned downtime of its services, including SharePoint Online. The feed is updated with new information on a regular basis, and is an effective way to stay current on the status of your SharePoint Online service and any upcoming maintenance on it. The feed can be found at:

    original source: Secrets of SharePoint
    Category: CI - JImes; SharePoint 2010; Microsoft
    Published: 2/21/2012 11:53 AM
    ]]>     Justin Imes CI - JImes; SharePoint 2010; Microsoft Tue, 21 Feb 2012 16:53:39 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=14     CRM 4.0 ManytoMany Import http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=13 Body:

    This a command line app.

    To Export, simply run the application with the following command line:

    CRMAssocManyToMany.exe export "<server url>" "<org name>" "<destination N-N table>" "<Entity Type 1>" "<Entity Type 2>" "<Export File Path/name>" 

    To Import, simply run the application with the following command line:

    CRMAssocManyToMany.exe import "<server url>" "<org name>" "<destination N-N table>" "<Entity Type 1>" "<Entity Type 2>" "<Import File Path/name>" 

    For example, the following command line inserts the keys (GUIDs) from the C:\Import.txt table into the new_new_contactowners_contact many to many table, and indicates that the first column in the file is "contact" entity keys and the second column contains "new_contactowners" entity keys.

    CRMAssocManyToMany.exe import "http://crm01" "CItest" "new_new_contactowners_contact" "contact" "new_contactowners" "C:\Import.txt" 

    Import File Specification example line (CSV):

    <Entity Type 1 GUID Key>,<Entity Type 2 GUID Key>

    Where <Entity Type X GUID key> corresponds to the entity name at either side of the N:N relationship; Note that these must be in the same order as the "<Entity Type 1>" and "<Entity Type 2>" parameters on the command line.

    Notes:

    • Do not include a column name line in the file.
    • Do not wrap GUID values in quotes

    Download Source: http://crmmanytomany.codeplex.com/​

    ​
    Category: CI - JImes; Dynamics CRM 4.0; Microsoft
    Published: 2/21/2012 11:51 AM
    ]]>     Justin Imes CI - JImes; Dynamics CRM 4.0; Microsoft Tue, 21 Feb 2012 16:52:15 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=13     Dynamics CRM 4.0 Build Versions http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=9 Body:
    952858  Update Rollup 1 for Microsoft Dynamics CRM 4.0 November 24, 2008 4.0.7333.1113
    959419  Update Rollup 2 for Microsoft Dynamics CRM 4.0 January 15, 2009 4.0.7333.1312
    961768  Update Rollup 3 for Microsoft Dynamics CRM 4.0 March 12, 2009 4.0.7333.1408
    968176  Update Rollup 4 for Microsoft Dynamics CRM 4.0 May 7, 2009 4.0.7333.1551
    970141  Update Rollup 5 for Microsoft Dynamics CRM 4.0 July 2, 2009 4.00.7333.1645
    970148  Update Rollup 6 for Microsoft Dynamics CRM 4.0 August 27, 2009 4.00.7333.1750
    971782  Update Rollup 7 for Microsoft Dynamics CRM 4.0 October 22, 2009 4.00.7333.2138
    975995  Update Rollup 8 for Microsoft Dynamics CRM 4.0 December 17, 2009 4.00.7333.2542
    977650  Update Rollup 9 for Microsoft Dynamics CRM 4.0 February 11, 2010 4.0.7333.2644
    979347  Update Rollup 10 for Microsoft Dynamics CRM 4.0 April 8, 2010 4.00.7333.2741
    981328 Update Rollup 11 for Microsoft Dynamics CRM 4.0 June 3, 2010 4.0.7333.2861
    2028381 Update Rollup 12 for Microsoft Dynamics CRM 4.0 July 29, 2010 4.0.7333.2861
    2267499 Update Rollup 13 for Microsoft Dynamics CRM 4.0 September 23, 2010 4.0.7333.3018
    2389019 Update Rollup 14 for Microsoft Dynamics CRM 4.0 November 18, 2010 4.00.7333.3135
    2449283 Update Rollup 15 for Microsoft Dynamics CRM 4.0 January 10, 2011 4.00.7333.3231
    2477743 Update Rollup 16 for Microsoft Dynamics CRM 4.0 March 10, 2011 4.00.7333.3335
    2477746 Update Rollup 17 forMicrosoft Dynamics CRM 4.0 May 5, 2011 4.00.7333.3414
    2477777 Update Rollup 18 for Microsoft Dynamics CRM 4.0 June 30, 2011 4.00.7333.3531
    2550097 Update Rollup 19 for Microsoft Dynamics CRM 4.0 August 25, 2011 4.00.7333.3628
    2550098  Update Rollup 20 for Microsoft Dynamics CRM 4.0 November 10, 2011 4.00.7333.3732​
    2621054  Update Rollup 21 for Microsoft Dynamics CRM 4.0
    		 February 9, 2012

    		 4.00.7333.3822

    ​
    Category: Dynamics CRM 4.0; CI - JImes; Microsoft
    Published: 2/20/2012 10:40 AM
    ]]>     Justin Imes Dynamics CRM 4.0; CI - JImes; Microsoft Tue, 21 Feb 2012 15:41:08 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=9     Formatting Phone Numbers on CRM fields http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=10 Body:

    This code snippet is added to the field level onchange event.

    This code formats the phone number, This method supports 7-digit and 10-digit numbers, for example, (410) 555-1212.

    // Get the field that fired the event.
var oField = event.srcElement;

// Validate the field information.
if (typeof(oField) != "undefined" && oField != null)
{
 // Remove any non-numeric characters.
 var sTmp = oField.DataValue.replace(/[^0-9]/g, "");

 // If the number has a valid length, format the number.
 switch (sTmp.length)
 {
  case "4105551212".length:
  oField.DataValue = "(" + sTmp.substr(0, 3) + ") " +
  sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
  break;

  case "5551212".length:
  oField.DataValue = sTmp.substr(0, 3) + "-" +
  sTmp.substr(3, 4);
  break;
 } 

    }​

    source: http://msdn.microsoft.com/en-us/library/cc468409.aspx​

    Category: Dynamics CRM 4.0; CI - JImes; Microsoft
    Published: 2/16/2012 11:11 AM
    ]]>     Justin Imes Dynamics CRM 4.0; CI - JImes; Microsoft Tue, 21 Feb 2012 16:11:59 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=10     Mapping SharePoint Docs as Network Drives http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=6 Body:

    SharePoint has the ability to map document libraries as network drives. This makes it easier for the end user to adobt document libraries and save them quicker.

    In order to SharePoint docs as network drives you need to do the following:
    Windows 7
    • Open My Computer > Click Map Network Drive
    • Browse to the desired Doc Lib, Copy and Paste the URL, Do not include any trailing pages or folders, you only want the doc lib.
    • example: ​https://secure.sharepointsite.com/sales/Client%20Library
    • Select Network Letter > Select reconnect at log in > Enter in your Password
    Windows XP
    • Open My Computer > Click Tools > Map network drive
    • Browse to the desired Doc Lib, Copy and Paste the URL, Do not include any trailing pages or folders, you only want the doc lib.
    • There is one extra step for windows XP machines, you need to take out the S in httpS, XP can not connect to secure sites. You also need to take out the %20, XP does not understand those characters to represent a space. When your ready to go, your URL should look similar to this one.
    • example: : ​https://secure.sharepointsite.com/sales/Client Library
    • Select Network Letter > Select reconnect at log in > Enter in your Password​
    Category: CI - JImes; Microsoft; SharePoint 2010; SharePoint 2007
    Published: 1/9/2012 4:23 PM
    ]]>     Justin Imes CI - JImes; Microsoft; SharePoint 2010; SharePoint 2007 Mon, 09 Jan 2012 21:21:23 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=6     Adding items to Site Action WSS/MOSS http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=12 Body:

    These customization will be done in the Master Page, locate the existing Site Action Code and add these as desired.

    The Site Action will start with a Table Element
    <table height=100% class="ms-siteaction" align="right" cellpadding=0 cellspacing=0>
    Right below this, you will see the start of the Site Action Code. Add the following code after the last <SharePoint: MenuItemTemplate .... .... />

    **This will add a View All Site Content link under the Site Actions menu.

    <SharePoint:MenuItemTemplate runat="server" id="ViewLists"
            Text="View All Site Content"
            Description="Browse all site lists and subsites"
            ImageUrl="/_layouts/images/Actionscreate.gif"
            MenuGroupId="100"
            Sequence="300"
            UseShortId="true"
            ClientOnClickNavigateUrl="~site/_layouts/viewlsts.aspx"
            PermissionsString="EnumeratePermissions,ManageWeb,ManageSubwebs,
            AddAndCustomizePages,ApplyThemeAndBorder,ManageAlerts,ManageLists,ViewUsageData"
            PermissionMode="Any" />

    **This will add a Log Out link under the Site Actions menu.
     

    <SharePoint:MenuItemTemplate runat="server" id="LogOut"
            Text="LOGOUT"
            Description="Logout of this site"
            ImageUrl="/_layouts/images/Error.gif"
            MenuGroupId="100"
            Sequence="300"
            UseShortId="true"
            ClientOnClickNavigateUrl="~site/_layouts/SignOut.aspx"
            PermissionsString="EnumeratePermissions,ManageWeb,ManageSubwebs,
            AddAndCustomizePages,ApplyThemeAndBorder,ManageAlerts,ManageLists,ViewUsageData"
            PermissionMode="Any" />​

    ​
    Category: Microsoft; CI - JImes; SharePoint 2007
    Published: 2/21/2012 11:30 AM
    ]]>     Justin Imes Microsoft; CI - JImes; SharePoint 2007 Tue, 21 Feb 2012 16:31:25 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=12     Outlook CRM Connector Discoveries http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=11 Body:

    • Minimum Requirements on Client Machine
      • At least Microsoft Office 2003 SP3 and XP SP3
      • Must be on the same network (domain)
      • Must be have the same version (roll-up) as the CRM Server
    • New Contacts can be created and synced to CRM if Track in CRM is enabled on the new contact record.
      • If a CRM record is sync’d and “Track in CRM” is disabled, any changes in outlook will not be affected in CRM.
      • If a CRM record is deleted in Outlook, it will not be sync’d again, but will remain intact in CRM.
    • Ability to create any New Activity (e.g. task, fax, phone call, appointment, etc.)
    • Ability to create New Records and save directly into CRM (e.g. account, contact, Lead etc.)
    • Ability to view Parent (Account) Record from outlook, it will open CRM window.
    • Two-way sync as long as Track in CRM is enabled in outlook contact records.
    • 15 minute Sync Intervals from CRM to Outlook
    • Real-Time Sync from Outlook to CRM
      • Except Parent Customer/Company
    • “Sync with CRM” does a full sync, not incremental
    • Contacts are loaded into the default contact folder
    • Contacts are loaded by filters via the Modify Local Data Groups
      • Setup filters the same as views
    • If the local data groups are out of sync, you must delete the group and recreate in order to re-sync.
    • In Options - Update the company field for Outlook Contacts
      • This allows the Company Field to be populated by Parent Customer (Account Name)
      • This seems to be just an alias, this is the only field that doesn’t get updated when syncing from Outlook to CRM.​

    ​
    Category: Dynamics CRM 4.0; CI - JImes; Microsoft
    Published: 2/21/2012 11:27 AM
    ]]>     Justin Imes Dynamics CRM 4.0; CI - JImes; Microsoft Tue, 21 Feb 2012 16:28:09 GMT http://www.collectiveintelligence.com/community/blog/Lists/Posts/ViewPost.aspx?ID=11