Author Shaun Wilkinson

How to Create a Categories/Tags Field in CRM (Multi-Select)

Shaun Wilkinson 4 Comments

This is something I’ve been tinkering with for a while now, some method of categorising contacts, accounts and the likes. In my search for the best out of the box way to do this I came across this quite nice solution that just works. It uses custom entities and a sub-grid with no coding required, unlike some of the JavaScript solutions out there that may break after any update.

First we need to set up our custom entity and then we’ll set up a N:N relationship between the Contacts and our entity followed by displaying it all on the contacts form.

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How to Create a ‘Related Items’ Column on a Custom List

Shaun Wilkinson 6 Comments

There are two slightly different types of Related item columns one is what is called a ‘Lookup Column’, This allows you to link to any items from a particular location in the current subsite. The other option is a ‘Related Items’ column which allows you to link to almost any item in SharePoint however it does have a few significant drawbacks.

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How to Add Document Templates (Content Types) to a Library

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Document templates in SharePoint are a very important tool that can be the difference between a well organised intranet or a mess of documents containing different styles, metadata, content etc. So it’s important to know how to add document templates to libraries.
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The SharePoint Basics: Navigating, Searching, Permissions, Views and Profiles

Shaun Wilkinson 2 Comments

There are some basic principles of SharePoint such as navigating, and searching that every user of SharePoint should know, below I’ll quickly cover some of the basics.

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Syncing Contacts between CRM and Outlook 2013

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Syncing of contacts between CRM and Outlook is a rather straightforward process once you know how, this guide will walk through the setup steps and then using filters to limit what is synced to your phone.

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How to Create and Modify SharePoint Views

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Rather than creating Folders, which can and generally will cause  issues in SharePoint, to organize your documents, it’s far more useful to create Views.

A View is simply a filtered and ordered listing of a Library. When you create a view you can store it either for general use, or for your own personal use (it’s tied to your username).

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Creating a Private View in Dynamics CRM 2013

Shaun Wilkinson 16 Comments

Private views can be helpful for grouping together relevant information, views can also be shared with others but start off as private to the creator.
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Creating a SharePoint Blog Through Word 2013

Shaun Wilkinson 1 Comment

In this guide I’ll cover how to publish blog posts with Microsoft Word 2013 and SharePoint 2013. Now Microsoft Word has had blogging capabilities since 2007 and they’ve not changed too much in all those years but it is a powerful feature nonetheless and certainly worth covering.

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Quick Tip: Creating a Task in any Task List from Anywhere

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An action button that when clicked creates a new task in a predefined task list can easily be created by following the steps below.

  1. Go to the task list that the button will be linked to.
  2. Just above where the tasks display will be a link with the text “new task”, copy the link from this.
  3. Place the link on any page that you want to be able to create tasks from and upon clicking this it will take you to the create a task page for that specific task list.
  4. This link can then by styled if required or left as a plain link.

Example:

Capture

Adding Unique Permissions on a Document or Folder

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In SharePoint 2013 you can set unique permissions for Folders and Items\Documents using the “Shared With” option. In this quick guide I’ll describe the exact steps required.

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