When you work with Sharepoint in Office 365 without configuring Exchange online you will get an error message when you try to set alerts.
To solve this issue you need to follow these steps:
Open the Office 365 Portal in the admin page.
Select "Manage" under SharePoint Online
Select "Manage User Profiles"
Under "People" select "Manage User Profiles"
Search for a user that you would like to assign an e-mail
Select the item-menu and select "Edit my Profile."
-If you go over the username with the mouse, you will notice that a small black triangle appears at the right side of the username. Select that and you will see the "Edit my Profile" option or select the user name and you will see these options as well.
Look for "Work e-mail" and add your e-mail address.
Select "OK" in order to make the changes to apply.
This change may take 24 hours to get synchronized. Please give it a day.
Try to manage alerts again.
To change the link in the url icon in the master page you need to follow these instructions.
Open the site in Sharepoint designer and go to master pages.
Click on the v4.master page. These is the defualt sharepoint 2010 master page. In case you have a custom master page, you need to open the custom master page.
Select yes to check out the master page.
Right click on the sharepoint icon and select properties
On the right bottom, change the navigation url from ~site/ to the url that you need for example http://taniv.co.il
Save the new master page.
We are almost done. Now we need to check in and approve the master page and eventually reset all subsites to use this master page.
We go to site actions- site settings -> master pages and check in as a major version the updated master page and approve it.
Now we go to the url http://servername/_Layouts/ChangeSiteMasterPage.aspx and reset all subsites to use this master page.
We are done. All subsites have now the new link in the icon.
| ניתן לבדוק תקינות של תעודת זהות באמצעות סקריפט פשוט שמשווה בין הספרות של תעודת הזהות לספרת הבקורת. את הסקריפט הזה ניתן בצורה מאוד קלה להטמיע ב Microsoft Dynamics CRM ובכך לעלות על טעויות של מספר התעודת זהות עוד בשלב ההקלדה ההטמעה של הסקריפט הזה מאוד פשוטה שמסומן באדום govermentid יש להעתיק את הסקריפט הנ"ל לאירוע של השדה של תעודת הזהות ולשנות את שם הסכמה של השדה לשם הסכמה של תעודת הזהות 
במקרה שמספר תעודת הזהות שגוי, מוקפצת ההודעה "מספר תעודת זהות אינו תקין" על המסך |
| function IDValidator(id)
{
var sID = String(id);
if ((sID.length != 9) || (isNaN(sID)))
return false;
var counter = 0, incNum;
for (var i = 0; i < 9; i++)
{
incNum = Number(sID.charAt(i));
incNum *= (i % 2) + 1;
if (incNum > 9)
incNum -= 9;
counter += incNum;
}
return (counter % 10 == 0);
}
var oID = crmForm.all.governmentid.DataValue;
if ( oID != null )
{ var oYY = IDValidator(oID);
if (oYY == false )
{
alert("מספר תעודת זהות אינו תקין");
}
} |
בהצלחה
ניב
www.taniv.co.il
Most CRM clients would like to view emails in the entity history tab. The history tab purpose is to present all closed activities. By default this view look like that:
As you can see there are many fields that are not needed in emails view such priority, due date and activity status. Also, when we track many emails, it is difficult to locate the email that we are looking. We can add the activity description column ,which is the email body to the view ,which will enable us to view emails body as a tool tip without the need to open each email!
To modify this view we go to the closed activities associated view (from setting - customization - custom entities - Activity) :
We remove from this view all the fields that we don't need and we add the Description field which contains the email body! We may like to change the column width property to 200 or 300 pixels.
We publish the updated view and now when we go to the history tab of any entity we can put the mouse on the description column and view the text in the email body as a tool tip without needing to open the email! this can allow us to locate easily emails!
See example:
In Microsoft CRM when working with right to left languages such as Hebrew, by default emails from CRM are sent by Exchange as plain text emails. This causes problems when sending emails with languages that are aligned to Right.
The most easy way to solve this issue is to create the email text in Word and copy the text from Word to the email in the CRM. By doing so, the hidden tags that are in word are copied to the CRM, so the CRM knows the email direction. Another way to solve this issue is to go to the Exchange system manager.
1. Open the Exchange system manager
2. Go to Internet message format in Global Settings
3. Set the message format to HTML.
This should solve the issue. Good luck.
Niv Hess
http://taniv.co.il
Sharepoint designer can start a workflow manually, when a new line is created or when any change in the list item is done. Many times, we like to start the workflow only when a specific field in the list is changed for example, we would like to start a workflow whenever the item status is changed.
The solution for this business requirement can be very simple. We can create a special field for the sharepoint designer workflow usage only, start the workflow on any change in the item, and start the workflow with a condition that if our "system" field <> status (a sample for the field that we want to start the workflow when it is changed).
1. Create a new text field from the list settings in Sharepoint.
2. Open a new workflow in Sharepoint designer and select that the workflow starts on any change.
3. Start the workflow by a condition if old status <> status Then
4. The first action after we get into the condition is to set old status = status, so the next change in the item that is not related to the status will not triggered the workflow.
