SharePoint Ask Me About and Interests Let’s refine the company directory from a couple of posts ago with SharePoint Ask Me About and Interests. First you’ll see where the Ask Me About (i.e. expertise) data comes from and how it’s… Read More ›
Business Management
Office 365 and SharePoint – Employee Onboarding with Microsoft Excel and SharePoint Designer (SPD) Workflow
I’m excited to share this solution around Human Resources (HR) Onboarding using Microsoft Excel and SharePoint Designer Workflows in Office 365 and SharePoint. This is a unique way to track Human Resources’ progress as they complete essential steps in the… Read More ›
SharePoint Company Directory and People Finder with SharePoint Search and User Profiles
Use SharePoint Search and the User Profile Service to build a SharePoint Company Directory that is available to all employees of the organization. This feature is common in Intranets and can be built using only out-of the box features. User… Read More ›
SharePoint Document Sets for Performance Reviews
This post demonstrates how to use SharePoint Document Sets in a Human Resources scenario for managing Performance Review. SharePoint Document Sets for HR Performance Reviews Here’s the breakdown of how things are going to be setup: There will be a… Read More ›
Excel Slicers and Conditional Formatting Reports in SharePoint
You saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. That example used a pivot table to report on the status of Contract Lifecycle Management Tasks as they relate to a Sales… Read More ›
SharePoint Calendars with Event Date Content Search Web Parts in Office 365
SharePoint Calendars with Event Date Search SharePoint Calendars are often rendered as a virtual calendar. However, with Search web parts and calculated event date filters in Office 365, the discovery of relevant events and information can be greatly improved. SharePoint… Read More ›
SharePoint Search in Office 365 – Refiner Date and Display Templates
SharePoint Search Scenario Background Search is going to be a key part to any business management system in Office 365 and SharePoint. In this post, we mapped our crawled Expires Date property to the Managed Property named RefinableDate00. Afterwards, the… Read More ›
Office 365 and SharePoint – Contract Lifecycle Management (CLM) with Microsoft Excel
Contract Lifecycle Management and Microsoft Excel There are many ways to generate Contract Lifecycle Management reports in SharePoint and Office 365. To start, view the backround on how to convert the home page into a reporting dashboard: Most fully functional… Read More ›
SharePoint Search Refiners – Contract Lifecycle Management
The next couple of posts will focus on SharePoint Search in Contract Lifecycle Management scenarios. This post demonstrates how to use SharePoint Search Refiners to narrow down Search Results on sales contracts in a CLM SharePoint site. Results will be… Read More ›
Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Get Sales Contract Title into Search with SharePoint Deisgner Workflow
As we further evaluate the Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, observe that the SharePoint Search results are returning the “Name” property of Sales Contracts when running searches. This is not useful because we want to… Read More ›