We’ll step back from Contract Lifecycle Management (CLM) specifically, though it’s still relevant, and focus on a more generic business management scenario in Office 365 and SharePoint using Calendars rendered with Search web parts and calculated event date filters. Calendars are Just a… Read More ›
We’ve already agreed that Search is going to be a key part to your business management system in Office 365 and SharePoint. In this post, we mapped our crawled Expires Date property to the Managed Property named RefinableDate00. We then… Read More ›
There are many ways to generate reports in SharePoint and Office 365, and of course, those reports will be a key factor in determining the success of the Contract Lifecycle Management (CLM) system. Microsoft Excel has always been a first-class… Read More ›
As noted right in the beginning of the previous post, “Search is an essential component of any well constructed business management system and/or LOB application in SharePoint [and Office 365]”. We’ll follow the Sales team along a few SharePoint Search… Read More ›
As the Sales team further evaluated their Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, they observed that their SharePoint Search results were returning the “Name” property of Sales Contracts when running searches. This is not useful because they… Read More ›
As you continue following Sales in building their business management system in Office 365 and SharePoint, recall where they (i.e. Sales) and IT left off when creating sites for the Intranet (everything in green is created). They’ll again mirror this… Read More ›
The Sales CLM site in Office 365 SharePoint is focused solely on the contract lifecycle management process. It’s not meant for collaboration on broader sales initiatives, isn’t intended for cross-team projects, isn’t supposed to be used for driving other process,… Read More ›
