Tip #1417: Power Excel in SharePoint

You’ve seen us in Tip #1415 doing some Microsoft Graph abracadabra to call Excel functions directly from Power Automate. To do that we use Excel spreadsheet located on OneDrive for Business. Documentation mentions in passing that “You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in […]

Tip #1185: Customize the document grid

Magnifying glass and color grid

I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out. Reader Good news–with server-side SharePoint integration you can customize the grid more than you […]

Tip #1183: Templates are not working after upgrade

Man holding a spanner and ready to throw it into the works

Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]

Tip #918: CRM/SharePoint integration failure

Epic fail

Today’s tip comes from Sean Shilling. (Send your tip to jar@crmtipoftheday.com) We were configuring Document integration for CRM on premises 2015 (partner hosted) to SharePoint. After adding the Sharepoint site, setup failed for all entities. The problem was related to the service account used by the Dynamics SharePoint integration. The same service account that is […]

Tip #742: List component has 2 months to live

Recently, SharePoint has announced the removal of code-based sandbox solutions in SharePoint Online. As a result, the CRM SharePoint list control will stop working on November 30, 2016. Here are details from SharePoint’s blog post: As part of the removal process, activation of new code-based sandbox solutions, as well as updates of existing solutions are […]

Tip #611: On Server-Side SharePoint and Subfolders

With Dynamics CRM 2016 with server-side SharePoint integration, the documents list in CRM does not display subfolders. For example, say you have 100 documents in a SharePoint documents folder associated with an opportunity. With the old SharePoint List Component, users would commonly create subfolders in CRM SharePoint document folders to organize documents by type. With […]

Tip #519: Keep your precious SharePoint on-premises

Most of the people in our small but very proud Dynamics CRM universe are perfectly aware of the very cool integration between Dynamics CRM Online and SharePoint Online. Yes, the one which is required to enable other cool features like OneNote integration unleashed (had to add a cool word for the third link). As I […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]