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SharePoint 2013, Office 365, Office Delve and Training

I have just recently run a SharePoint 2013 and Office 365 training/consulting session for a company that specializes in ERP software. The feedback was: "The training was great, it really showed us the WOW in SharePoint!" Here's Office Delve which I first saw as "Oslo" at the SPC 14 in Las Vegas. In my opinion this is what really adds WOW to Office 365 and SharePoint: http://products.office.com/en-us/business/explore-office-delve

SharePoint 4 Biz - Setting up Expense/Purchase Register

Very often we need somewhere to register purchases or expenses. There can be various reasons for that, but the main are: - store all expenses in one register to categorize, approve, review, report etc. - ability to upload scanned receipts for future claims, reimbursements, warranties etc. So here's how it can be done in SharePoint 2013 or SharePoint Online / Office 365. Start with creating a content type - in our case it is Receipt: 1. Go to Site settings: 2. Select Site content types: 3. Click "Create": 4. Provide content type details. We suggest to create a new Group for it and inherit from Document content type: 5. Add site columns to the content type. We think the most important would be Purchase Category (Travel, Food, Activities etc.), Vendor, Amount, Purchase Date and Warranty Date: Then we create a document library: 6. Go to Add an app:  7. Select Document Library: 8. Provide a name (Receipts in our case):  9. Go to Librar...

Major issues with SharePoint implementations

According to the recent AIIM's Market Watch Report, SharePoint: Clouding the Issues  the biggest of the biggest ongoing issues with SharePoint are: Persuading users to manage and share their content in SharePoint and not elsewhere Expanding the use of SharePoint for more business processes Aligning governance, security and usage policies with other enterprise apps Achieving uniformity of classification and metadata structures

SharePoint consultant price

There is an interesting tweet I responded to today: I think the price doesn't matter at all in the SharePoint industry. I have got customers who were provided with assistance from a highest level - price-wise - consultants who could deliver what they promised or when their work required further re-engineering. Also there are good specialists on the market who wouldn't charge a fortune, but still are capable of delivering high-end quality solutions. As we all know very well, the price of any good or service consists of rent of the assets, cost of labor and profit. In today's rush for diminution of asset prices and cost of labor the major portion of the price is profit for the service provider which is nothing to deal with quality of service. There is another problem - not too many highly-skilled people on the SharePoint services market. However the price for the consultants is still considerably high.

Visio (.vsd) and Outlook (.msg) files - on upload don't allow to edit custom content type metadata

Have got an issue in SharePoint 2010 - when Visio (.vsd) or Outlook (.msg) files are being uploaded to the document library with custom content type, the edit form don't show any custom content type metadata, just the filename. i.e. I have got a content type associated with the library: but when I upload a Visio document, or Outlook file - the only editable part is file name: I have done some research and found that if there is no content type, but just custom columns added to the library - they are displayed in edit form: Also with the custom content type, for some reason SharePoint sets the content type of .vsd or .msg files to "Folder" not the content type of the library: Submitted a question on TechNet forum: http://social.technet.microsoft.com/Forums/en-US/sharepointgeneralprevious/thread/13ba15f4-b8e0-40ea-b302-279997bd1075/#13ba15f4-b8e0-40ea-b302-279997bd1075 UPDATE: Found the following article explaining partially why that may ...

SharePoint 4 Biz - Viewing Document Versions

One of the most common questions I hear from business users and information workers - can versions of the document be viewed in SharePoint? When document version history is enabled for the document library in SharePoint then all versions of the document and it's corresponding metadata can be viewed at any time. Here's how it happens. 1. The document was created and added to the document library as version 1.0: 2. Then at some stage the text of the document has been modified: and became version 2.0: 3. Now if we want to view the previous versions we go to Version History for the document: We can see all versions and what metadata values were changed at each stage. 5. To see the actual document in certain version, hover the mouse over the Modified column value for the selected version and click the hyperlink that appears: The version of the document will be opened in a corresponding application: 6. To see the metadata values, hover...