Author Shaun Wilkinson

Sharing Access to Hidden Draft Documents in SharePoint 2013

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Documents in libraries with draft item security enabled are version controlled and only allow access to draft versions if the user is either part of the approvers group or that user is the original author.

Outside of these specific instances a regular user cannot view drafts which can be an issue for users who have to review or view documents.

Currently the best solution we’ve found to this issue is to first grant Unique Permissions on the specific document, and then to specifically grant approval rights on users who will be part of the review process, once the process has finished unique permissions on the document can be revoked. This process is covered step-by-step below.

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How to Easily modify HTML & CSS in Dynamics 2013 Email Templates

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Dynamics 2013 is known pretty well by this point for having one of the worst template designers of pretty much any CRM system and people aren’t wrong, it gives little to no options, no easy way to modify things and really it is quite a burden doing anything with it. However there is a solution for those of you that are remotely proficient in HTML and CSS.

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Using Advanced Search to Locate Records in CRM 2013

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Advanced search allows you to find any type of record in CRM using advanced filters, this article will cover the features of Advanced Search. Continue reading “Using Advanced Search to Locate Records in CRM 2013” →

How To Change The Fields That CRM Searches

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We’ve all been in the situation where you search for something,  you know it’s there and you probably know how to find it with a workaround of some sort but this really shouldn’t be required.

I had this very situation recently whereby for some reason CRM had decided it wasn’t going to search Full Names of contacts which as you can imagine had caused some headaches for users.

So today I’m going to go through the steps required to change what fields CRM uses to search for specific records, it’s a quick and easy change which can make the user experience a hundred times more efficient.

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Checking for Broken Links in SharePoint 2013

Shaun Wilkinson 9 Comments

I have recently released a new article on removing broken links focused on enterprise users, although for small scale SharePoint deployments this tool may be enough for anything larger than a few users I would suggest reading up on QIpoints excellent Broken Link Manager.

It’s a worthwhile investment to spend some time every once in a while making sure that within SharePoint, links that users may have added are not becoming broken as broken links can cause issues such as users no longer being able to find important information, navigation breaking down and images not appearing as they should. Not to mention the strong affect it has on user experience. In isolation these things may not cause too big of an issue but together they could spell doom for your SharePoint deployment.

The Search Engine Optimization Toolkit is a Microsoft product which can be downloaded here for free which allows you to check links for any website, but it also works very well within SharePoint.

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How to View Marketing Communications in CRM

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It’s often required that you can see marketing communications sent to marketing lists in CRM, when an email or any other type of activity is created through a marketing list then that activity is recorded in both the marketing list itself and every individual record within that marketing list. Continue reading “How to View Marketing Communications in CRM” →

Quick Guide to Sending Mail Through CRM 2013

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This post should act as a ‘quick guide’ to sending mail through CRM using the Quick Campaign feature, this isn’t meant to be a detailed walkthrough, its use is to make sure that users can quickly remember the steps required to send out a mass mailer through CRM alone. Continue reading “Quick Guide to Sending Mail Through CRM 2013” →

Duplicate Detection: Setting up Rules & Removing Duplicates

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Now the Duplicate detection feature in CRM isn’t great, but it does work providing you know how to set up the correct filtering rules, in this quick guide I’ll walk you through setting up and then applying a set of Duplicate Detection rules on contacts and then how to actually run the Duplicate Detection followed by removing the duplicates.

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Quick Guide: Locating Missing SP Files

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It’s very easy for a SharePoint user to lose a document in a library, either because they forgot to add metadata to it which meant the file is now suddenly not where they would expect in filtered views to simply forgetting to check the file in which means they can’t search for it. Keep reading for a few simple methods of locating a document in a library.

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How to Group Library View by Content Type

Shaun Wilkinson 7 Comments

When creating library views in SharePoint you might have noticed that you can group by virtually any field available in a certain document plus a whole host of SP specific fields such as ‘Checked Out To’ yet for some reason you can’t group by the Content Type of a document, theirs no obvious reason I can see why this would be the case but luckily there is a pretty simple workaround!

To do this will require SharePoint Designer which can be freely downloaded on the Microsoft site here. It’s also worth bearing in mind that this modification will be lost if the view is modified afterwards within SharePoint.

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