We already saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. The report example in that post used a pivot table to report on the status of Sales Contract Lifecycle Tasks as… Read More ›
Business Management
Office 365 and SharePoint – Calendars with Search Web Parts and Calculated Event Date Filters
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 ›
Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Search Refiner Date Managed Properties and Display Templates
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 ›
Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Reporting with Microsoft Excel
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 ›
Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Search Refiners
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 along a few SharePoint Search oriented activities for… 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 ›
Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Site Navigation with Managed Metadata
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). We’ll mirror this site… Read More ›
