Tag Archives: SharePoint
Introducing the First Solution from Project Cortex: SharePoint Syntex
Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized.
Before software, we relied on the good old-fashioned filing cabinet to manage the chaos. That system came with a number of limitations though. If a specific document belonged in multiple folders, you had to copy it, then put it in a separate folder. To be even more organized, you had to put multiple folders inside bigger folders with their own separate label. While this does help to keep things organized, finding a specific document took forever.
Well, believe it or not, we’ve actually carried over some of those limitations into our digital systems. How many folders are you using to keep track of all the information in your CRM? Is it easy to find what you’re looking for? Probably not. With the available technology we have, it’s time to implement a more effective way to manage content. And Microsoft has just announced this better way: SharePoint Syntex.
This new solution is the first one released with Microsoft’s Project Cortex. Syntex was created to help businesses better maintain the staggering content stored in their systems, and drive faster, smarter business outcomes.
SharePoint Syntex
Using machine learning and advanced AI technology, Syntex is able to accumulate data from content, turn it into metadata, and store it within a SharePoint library. When asked about the purpose of Syntex, Microsoft leaders stated that it’s “designed to amplify human expertise, automate content processing, and transform content into knowledge. It delivers intelligent that work the way you do.”
Here’s how it works: Syntex relies on models created by users to classify and organize documents, and then extract certain data. Users can also apply sensitivity or retention labels to safeguard private information.
Ultimately, the purpose of the solution is to help users avoid the time and hassle of tagging each individual piece of content while helping users to find information faster.
Syntex’s Three Buckets
Let’s take a closer look at SharePoint Syntex. Essentially, it can be broken down into three buckets: content understanding, content processing, and content compliance. However, before we can utilize these buckets, a content center needs to be created.
Content Center
When you first set up Syntex, a default content center will be created. This is where all content models will be created and stored, and where you’ll apply models to certain documents. Admins can easily create additional centers as needed.
Content Understanding
After you’ve created a content center, you can start training Syntex models through sample files. This includes documents such as documents, images, PNGs, and PDFs, etc. While the model only requires five positive file examples and one negative, the more files you upload, the more accurate Syntex is.
Next, content explanations are created. These usually include phrase lists (specific words or characters, pattern lists (patterns of numbers or characters), or proximity (how close explanations are to each other).
Once you’ve finished setting up training parameters, you can see how accurate each one is by testing them in your content center.
Content Processing
The content processing is where content is captured, ingestion, and categorized, which helps to streamline content-centric processes that . For example, if your team regularly relies on structured forms (surveys, purchase orders, invoices, etc.), you can train Syntex to gather certain values to create metadata that will help with search parameters and discovery.
Content Compliance
After you’ve fully trained your models, it’s time to secure them. This bucket allows you to comply with your organization’s security and compliance policies by setting up sensitivity and retention labels that are automatically applied when content is uploaded. This way, everything stays secure.
The Pros of Syntex
How much content does your have? Your intranet? Your website? It’s astounding to think about how many pieces of content your business relies on. But what’s even more astounding is how poor most organization’s metadata strategies are.
Syntex is designed to revamp old, outdated, and ineffective content management systems with something modern, cost-effective, and automated.
We get it: no one enjoys content management. It’s time-consuming and monotonous, but without it, content discoverability is virtually non-existent. With Syntex, your organization will have access to knowledge that was previously unavailable without going through the daunting process of content tagging.
“Syntex…provides a foundation for this concept of knowledge management and knowledge sharing in an organization,” says Dan Holem a member of the Project Cortex team. “And Project Cortex is now to address the weak spots, which have been the actual gathering and unlocking of knowledge, the curation of it, and then the delivery into the context of your work.”
Get Started with Syntex by Contacting JourneyTEAM
We’re just beginning to understand what we can do with Syntex. Microsoft leaders have already announced that additional features and tools are already in the works. But don’t wait to take advantage of Syntex’s benefits. Contact JourneyTEAM today to learn more about the solution and how it can benefit you.
Article by: Jenn Alba – Marketing Manager – 801.938.7816
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
Importance of Integrating SharePoint and Dynamics 365 in an SMB
Most often SMB customers who are implementing (or planning to implement) Dynamics 365, enquire about a platform to store their files, documents, etc. And another request that comes along with it (obviously) is the integration of that document management system with the CRM system.
Now, although provides a way to store some files etc. (out-of-the-box, that is) the Notes and attachments feature. It usually does not serve the exact purpose of the client (unless they have a very limited need for files/documents storage). Especially for an SMB, a CRM with unlimited storage is of prime importance to keep all the prospect/lead data, customer information, and so on.
To accomplish this requirement, there are a few solutions available. The major one that stands out usually, is from the Microsoft vault. Can you guess what am I talking about? It is the !
SharePoint has been around for a long time now, and it is a platform of choice for many companies, be it the large conglomerates or the small and midsize businesses, for their document management needs. So, many of the clients we work with already have it in place. In which case they prefer it to be integrated with Dynamics 365 so that they can save without switching over to a different platform.
And looking at the integration point of view, it is the easiest one we can integrate with Dynamics 365. Both the products are from Microsoft, and a few years ago, Microsoft provided seamless out-of-the-box integration between the two.
Based on the online or on-premise aspects, there are 4 different integrations possible:
- SharePoint Online + Dynamics CRM Online
- SharePoint Online + Dynamics On-Prem
- SharePoint On-Prem + Dynamics CRM Online
- SharePoint On-Prem + Dynamics CRM On-Prem
In this blog, we would like to look at most of the aspects of SharePoint Online integration with Dynamics 365 – Server-based SharePoint Integration.
If you haven’t enabled it yet, you will see this alert on top of your CRM homepage, to enable the server-based SharePoint integration.
What you can do from within Dynamics:
- You can create, update, delete, upload documents to SharePoint from within Dynamics.
- Check-ins, check-outs
- Update document properties
- Anything that you could do from within SharePoint.
Setup:
You can go to Settings -> Document Management and go through the wizard to configure it. (You would need your SharePoint portal URL – this is where the folders would be created automatically once the integration is configured)
Make sure that the SharePoint portal is in the same Office 365 tenant as your Dynamics 365. The above configuration will only make sure that SharePoint is enabled for the Dynamics instance. However, we would need to configure separately, whatever entities we want to be enabled for Document management, through the Settings -> Document Management -> Document management settings.
An interesting and fun part of the Server-based SharePoint integration is that it uses the Entity Display name (e.g., Account, contact, etc.) to build the SharePoint library. And any documents related to an Account record would be under the Accounts Folder and further under the record ID folder.
Once you are done configuring an entity for Document management, you should be able to see the “Documents” as a related link in the Related entities section of the entity record.
Bonus Tip:
once you enable the server-based SharePoint integration, you are good to integrate OneDrive and OneNote with Dynamics as well.
Permissions required:
- SharePoint:
The primary thing to notice here is that this integration provides a window to your SharePoint portal from within D365, so you will have to have appropriate permissions to the SharePoint portal to access it anyways.
Known Issues/Errors- If Dynamics CRM receives an Unauthorized response from SharePoint, it could be because the device that is being used to access SharePoint is blocked using the Share point’s access restriction method. Make sure the Full Access is enabled for Unmanaged devices using the SharePoint Administration settings.
It is a known fact that Microsoft Dynamics CRM and Microsoft SharePoint are widely popular and contemporary solutions with strong features and functionalities. Many organizations around the world have deployed these solutions to meet business objectives, streamline operations and promote growth.
The Microsoft Dynamics CRM SharePoint integration provides a lot of advantages for all business sizes. It helps end-users view, share and manage documents with ease, enhances employee productivity, and makes collaboration among sales, marketing, and customer service support teams more seamless. Saving on additional licensing costs is another benefit of developing an app using SharePoint and integrating it with Dynamics CRM, as you can store your documents and data in Dynamics CRM and view it using the SharePoint platform.
Now as an SMB entrepreneur who is looking to fit with ease in the world of organizational development in today’s times understand that every aspect of a company needs to be run by qualified individuals. And, when an SMB is faced with mission-critical challenges, we at AhaApps help create the best CRM solutions so that the client doesn’t have to spend sleepless nights anymore.
For any support,
Attach2Dynamics Or SharePoint Security Sync – Choose your smart app for effective document management in Dynamics 365 CRM/Power Apps.
Document management lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents. However, when it comes to document management, the native SharePoint integration within Dynamics 365 CRM is rather limited. Our productivity apps offer two solutions for document management within Dynamics 365 CRM/Power Apps – and .
What does SharePoint Security Sync do?
SharePoint is a document management and storage system that has native integration with Microsoft Dynamics 365 CRM. With SharePoint Security Sync, an additional layer of security is also added to the base of SharePoint that allows it to sync the security privileges from Dynamics 365 CRM to SharePoint for ensuring secure and reliable access to confidential documents stored in SharePoint.
What does Attach2Dynamics do?
Attach2Dynamics is a popular document or attachment management productivity app that allows integration between Dynamics 365 CRM with cloud storage like Dropbox, SharePoint, and Azure Blob Storage.
SharePoint Security Sync Or Attach2Dynamics?
Each app addresses a particular problem and has its own set of functionality. Here is a quick list of features that can help you determine which app seems like the best fit for your requirements. This list of features for both and is long, with each app purposeful in its own ways. Following are the key features of both.
Key Features of Attach2Dynamics
Native Integration with Multiple Cloud Storages:
The biggest advantage of Attach2Dynamics is that is allows native integration between CRM and the today’s leading cloud storages like ! Users can choose their choice of cloud and start managing and storing attachments/documents in the integrated Cloud Storage using Attach2Dynamics.
Easy File Management:
Users can easily manage their files with simple-to-use features like , , , , and within the CRM. Attach2Dynamics has a very intuitive and user-friendly interface that allows users to simply drag and drop multiple files and folders from CRM to SharePoint to move/upload folders easily, as well as the files as attachments or links of the documents.
Move/Copy Attachments:
Quickly like Notes/Email/ Sales Literature to Dropbox, SharePoint or Azure Blob Storage in Real-Time. This enables users to have better control over their attachments.
Document Location:
There can be multiple locations within SharePoint Site for a record. Attach2Dynamics allows users to select which folder (Document Location) they want to upload the file using an . This makes document saving convenient, smart, and fast!
Bulk Migration:
Time saved is productivity earned. Attach2Dynamics allows users to migrate multiple documents at once. This allows more space to be freed at once from Dynamics 365 CRM. While the files are moving, users can also see the details as well as the status of the migrating Emails, Notes, and Sales Literature Attachments.
Security Templates:
Security Templates allows to grant the necessary user privileges according to requirement. Actions like Download, Upload, Delete, Email, etc. can be granted using . With the necessary permissions, a user can perform such actions from the configured cloud storage. This feature allows managers to maintain control by granting only the required access to user actions in configured cloud storage for selected files and folders.
Key Features of SharePoint Security Sync
SharePoint Security Sync has all the above features as Attach2Dynamics except the integration with other cloud storage. SharePoint Security Sync is focused on the native integration of SharePoint within Dynamics 365 CRM while expanding the default feature set. Following are the additional features it has including the above Attach2Dynamics’ features.
Auto-Sync Privileges:
The biggest advantage of SharePoint Security Sync is that it allows users to in SharePoint upon changes in user privileges in Dynamics 365 CRM. This sync triggers in situations such as record sharing or adding users to a team. Further, another level of security is added to this because any addition or changes in the security role of a user in Dynamics 365 CRM will be replicated and synced in SharePoint immediately.
Modify Security Role:
Along with the provision to auto-sync privileges, users can also very easily in Dynamics 365 CRM that will be replicated in SharePoint. This enables an easy transition from beginner to advanced level of accessibility to users as well as a quick way for admins to manage and modify the security roles according to requirements.
SharePoint Security Sync Tool:
Users can save their time by using the to sync previous records in bulk. This means that the syncing of security privileges in record will be quick and hassle-free. What if ever sync fails? SharePoint Security Sync is smart enough to understand and quickly intimates you with details of failed syncs so you can restart the sync with just one click.
DocuSign Integration:
Smart integrations are the true catalyst of productivity. E-signatures are a commonly required service today while dealing with documents and attachments. Therefore, SharePoint Security Sync , a popularly known eSignature app that allows users to sign and annotate documents in different formats like PDF, Word, Excel, Images, Text, and so on. This feature makes it simple for users to electronically sign their documents/attachments stored in SharePoint and skip all the hassles.
Which one is right for you?
The choice is ultimately on your business requirements, the only assurance we can give is that both the solutions do an excellent job at solving problems through their own feature sets.
Please go ahead and download 15 days free trial for and from our website; both our apps are on the official Microsoft AppSource.
We hope the above list helps you make the decision easier. Further, even if you require a demo or any help to make that final decision, kindly contact crm@inogic.com any time for instant assistance!
So until next time –stay safe and choose wisely!
Syncing Dynamics 365 User Permissions with SharePoint
Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another. This could be either natively or with a custom integration built at the hands of your development team.
While each application has its own unique role, they likely share the same security model per your organizations business requirements. However, integrating security requirements between applications is often overlooked or is a manual process and prone to error.
In this post, we will take a quick dive into how you can achieve this with 2 integration applications – specifically syncing Dynamics 365 user permissions with .
For the sake of simplicity, let’s assume that your Dynamics 365 org currently has a custom security structure. Additionally, you already have an integration to SharePoint (or you want to). Specifically, it integrates your Dynamics 365 Accounts to an Account folder structure in SharePoint.
Dynamics 365 vs SharePoint security structure challenge
Here’s an example of what your security structure might look like in Dynamics 365. This is an Account (client) record with a unique Account team that is comprised of dynamic users. Only these users have access to this Account record (aside from Admins):
As this team changes, the permissions to this Account record will change. In SharePoint, your admins currently have to manually maintain the security for this clients folders. This is an inefficient use of their time, not to mention it is also prone to error.
The solution
In order to accurately keep up with these changes, a custom process can automatically synchronize the Dynamics 365 user permissions to your SharePoint. As users change on the teams in Dynamics, the process will automatically kick off and refresh the permissions on the clients folders in SharePoint.
This may sound easier said than done, which is why you’ll want to utilize a .
Developers can use both the Dynamics 365 API and the to retrieve the team members from Dynamics and then grant write and read permissions at the SharePoint folder level. If your SharePoint folder structure is currently not organized based on the data you have in Dynamics 365, the MS Graph API can also be used to produce a relevant and consistent folder structure automatically in SharePoint.
If you want to learn more about how you can sync Dynamics 365 user permissions with SharePoint, today.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in and . We also provide expert , , and .
Better CRM with Your Microsoft SharePoint Intranet
Having a better intranet is no longer an option, it’s a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system.
Your Sharepoint Intranet
Sharepoint Intranet used by companies for managing, organizing, and customizing their internal communication. It features a team collaboration that encourages greater effectiveness all-around.
Appearance: At the most basic level, your intranet theme is customized to your organization’s specifications. The interface has the colors, branding and layout you choose.
Name: You choose the name of your intranet. Choosing something meaningful can have a significant and lasting impact. One of our clients, an essential oil company, Young Living, named their intranet the “Source.” How Young Living sources their oils are an integral part of who they are, so the term “source” has layers of meaning. Their intranet symbolizes the place everyone goes for authorized, quality, and reliable information. It is a place where real and effective communication and collaboration happens.
Templates: Also included at the basic level are templates. Slide design templates include the relationship to the Hub Site and an update of the custom theme.
Menu: All intranet sites are built with related mega menu navigation.
Webparts: New out of the box webparts and other related webparts are deployed and configured across the intranet.
Your Involvement: Thorough communication is ongoing between JourneyTEAM and your organization during the planning and installation stages. JourneyTEAM provides training hours to clients during or after installation to ensure maximum usability.
As you discover your intranet’s capabilities and compare them to your organization’s needs, you may find additional webparts that will make all the difference. Many of our clients request these, and more:
- Employee Recognition
- Frequently Asked Questions
- Polls & Quizzes
- Simple Charts
- Quick Links
- Timeline
- My Sites/Teams
A Masterful Employee Directory
JourneyTEAM has developed its own world-renowned Employee Directory webpart. Clients who see how it works often ask for the invaluable tool to be implemented for them. Ask one of our SharePoint experts to demonstrate how it would work for you.
CRM and Sharepoint Integration
CRM (Customer Relationship Management) with your SharePoint Intranet means you have a fluid working system both internally and externally. Quality CRM ensures the smooth execution of every customer interaction. You understand the value of your CRM system, so internal efficiency through your intranet system makes sense. Your SharePoint intranet helps your organization organize and provide access to everyone exactly as you intend. Your Microsoft software connects to achieve a cohesive strategy across the board.
JourneyTEAM’s SharePoint Professionals
Our SharePoint team deploys Microsoft technologies to help organizations share information and collaborate. SharePoint Teams and the supporting cast of functionality and technologies from Microsoft are included. We help you with the information-sharing tools Microsoft has available through products such as Microsoft SharePoint, Microsoft Teams, and the integrations that those tools have within Planner within Office 365 as a whole within Power Automate and Power BI, et cetera. For many clients, we do everything from establishing information architecture, implementing corporate internets, to helping organizations learn how to structure and secure their content in a way that drives business efficiencies.
You may be looking to build a cloud intranet for the first time. Perhaps your organization is just opting for an improved or upgraded working intranet. Even better, those looking to customize their intranet per their needs will find satisfaction with Microsoft SharePoint. Equip your company with a common knowledge-sharing platform that aids employees in collaborating across all projects. Everyone can securely find what they need, in the right place, at the right time with our experienced professional team.
JourneyTEAM was recently awarded and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Our team has a proven track record with successful Microsoft technology implementations. Consolidating your communication, collaboration, and productivity platform with Microsoft will provide the best support possible for your sales, marketing, and other teams, wherever they work. Let us show you how. !
Article by: Dave Bollard – Chief Marketing Officer | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
Microsoft Launches Lists, A New Smart Tracking Application — Formerly SharePoint Lists
Your CRM system gives you a better way to manage your external business interactions and relationships. Everything you need to know about your customer interactions is readily available at any time. While your external processes may be organized, what about your internal processes? If you’ve found that your internal business processes are unorganized and chaotic, Microsoft Lists, the latest information tracking tool from Microsoft, is the solution.
Lists is a new tool that helps you to keep track of the information that’s most valuable to your team with smart, flexible features. We’ll review each of the tools available within Lists and how it can help you better organize your business processes.
What is Lists?
Lists is a tool that allows you to better track, organize, and manage the large amounts of data coming into your office each day. Using pre-made templates and customizable views you can track information all the way up the organization ladder, helping you to keep tasks and projects more organized. Additionally, Lists allows you to easily manage issues, routines, contacts, and inventory and notify staff members of any changing information or updates using alerts and rules.
Unlike Microsoft ToDo, Lists allows users to do more with information and features smarter tools. Additionally, while Microsoft ToDo is available to everyone, Lists is only accessible with a paid subscription to Microsoft 365.
What You Can Do Within Lists
Within Lists, you can do the following:
- Use pre-existing templates to create lists on both mobile and web platforms.
- Create unique views and rules to help teams stay connected.
- Use native integration that can be embedded in a channel.
- Create smart rules, filters, views, and choices.
- Create and manage share links.
- Integrate with Power Platform as well as Power Applications.
- Access favorite tasks from anywhere.
- Share personal lists throughout your organization.
- Create alerts and reminders to keep teams on schedules.
While Lists is still relatively new, the application is powerful, smart, and flexible, helping you to create business solutions in a faster, more efficient way without a lot of coding.
Views Available Within Lists
Presently, Lists features four default views: calendar, gallery, grid, and list.
- Calendar: For projects or tasks that have a tight schedule or deadline, you’ll want to use the calendar view. Everything from the project’s start date to its finish is displayed on a visual calendar, helping team members see when work is due and plan accordingly. This ensures that all work is moving quickly down the workflow and finished on time.
- Gallery: If you’re working on a list or project that features a lot of images, the gallery view helps you to arrange information within the card in organized rows.
- Grid: This is the primary view within Lists. Rows and columns can easily be changed or reconfigured depending on the specific task you’re working on. Grid view is best used if you need to quickly edit or update information.
- List: The list view has a similar format to retired SharePoint lists; however, this view doesn’t feature point and click capabilities as of today.
Lists is designed to track information and tasks based on the unique needs of your team. To help you do so, each view can be further modified for better, more efficient tracking. Color coding is just one example. Say you have a specific approval process for tasks. You could use various colors to show where each task is in the approval process. Items that are currently being reviewed by stakeholders could be colored red and approved items could be colored green.
Color coded comments can also help keep your team organized. For example, each staff member could be assigned a specific color. Should a question or concern arise that they need to review, you can color code it their color so they’ll know to take a look at it. You could also use color coding to alert your team of changes to a task or deadline. This helps to keep your entire team on the same page and ensures work is finished on time.
Ready to Get Started with Lists?
Setting up Lists is very straightforward: just access it from the left-hand menu bar of . It will be included on the list of Microsoft additional applications.
As soon as you’ve opened Lists, you can start creating customized lists with ease. However, should you need assistance with some of its features or further customize views or features to meet the needs of your team, reach out to a JourneyTEAM representative. We’re a Microsoft Gold Partner with extensive knowledge and experience with Microsoft products. We’ll show you how to make this new tool work for you and provide the exact amount of support you need. Contact us today!
– To see full article
Contact JourneyTEAM
We are consultants that can help make Microsoft Lists a reality! to find out more, or call us now at 800.439.6456.
Article by: Dave Bollard – Head of Marketing | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
DocuSign integration with SharePoint Security Sync for Dynamics 365 CRM
– one of our – is a comprehensive solution for integrating Dynamics 365 CRM / Power Apps with SharePoint for document management. Now with its latest feature, SharePoint Security Sync has added yet another feather to its cap and is on the way of becoming one of the finest apps for managing and securing confidential data in SharePoint from within Dynamics 365 CRM.
So, what is this latest feature all about? (get a quick glance of the same in our )
With this new feature of SharePoint Security Sync, you can now avail the benefits of DocuSign to electronically sign Dynamics 365 CRM documents stored in SharePoint. Being a popular eSignature app, most of you would be already using DocuSign for your day-to-day business transactions. With SharePoint Security Sync and DocuSign integration, you can now make use of DocuSign features using our user-friendly UI to sign contracts/agreements stored in SharePoint sites without having to navigate from one UI to another.
Now, let’s see how you will benefit from using this feature in your day-to-day business activities.
Suppose you have both SharePoint Security Sync and DocuSign installed in your CRM. Now, to activate this feature all you have to do is to just check the field named ‘Enable DocuSign Integration’ while creating a new connector configuration in SharePoint Security Sync for your CRM.
Once you have enabled this option, DocuSign button will be displayed on our user-friendly UI for your ready use. You have to just select the document and click on the ‘DocuSign’ button to sign or send the document for signature to the customers. Once you click the button, you will get the following two options – Get Signature&Sign Document.
Choose either of the options and you will be then directed to the DocuSign UI where you can make use of all DocuSign features.
Quite handy feature, isn’t it?
You can now culminate your daily activities pertaining to signing documents/agreements for contract renewal or closing business deals easily with just a few clicks.
No more navigating from one UI to another!
Everything is now available for you at our UI for your ready use.
So, wait no more! Grab this opportunity to download and explore this latest feature of SharePoint Security Sync from our or for a trial period of 15 days.
Also, have a quick glance at our popular document management app for Dynamics 365 CRM/Power Apps – – which currently supports Dropbox, SharePoint, and Azure Blob Storage.
For any of your document management requirements, feel free to contact us at crm@inogic.com
Until then – Stay Safe, Stay Healthy!
The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes
Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000’s of broken workflows.
If you’ve been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may have heard, Microsoft announced that SharePoint 2010 Workflows are being retired. This announcement stems from the company’s focus on adopting newer tools and technology and their push to have users quickly adopt Power Automate
Given the company’s push towards Power Automate, this announcement was only a matter of time, but it could leave businesses who are still relying on these workflows in a tough spot. But what exactly is being turned off?
Here’s what we know so far: all SharePoint 2010 Workflows were switched off on August 1, 2020. If you were planning on migrating any workflows to a new tenant, it is no longer possible. To help make the transition away from SharePoint 2010 easier, here’s what you can expect.
Any workflows that are running on SharePoint 2010 in an existing tenant must be moved by and be recreated in either Power Automate or another system. If you don’t move them, they may stop running.
Beginning on the first of November, Microsoft will start removing users’ ability to create or execute 2010 workflows. While you won’t be able to run existing 2010 workflows, you can still access them. Please note that as Microsoft continues to move towards newer technology, you may lose access to these workflows in the future.
It’s expected that the following workflows will be affected by the retirement of SharePoint 2010:
- Signature collection: This workflow routes a Microsoft document to gather electronic signatures.
- Gather feedback: The workflow that gathers feedback from specific people or parties.
- Classic pages publishing approval: When you need to send content or sample web pages to clients or customers for approval, this is the workflow you would use.
- Three-state: This workflow is used to manage business processes that require users to track a number of items or issues such as sales leads, project tasks, or support issues.
- Approvals: When you need approval from designated parties, this workflow routes the item or document to the right person.
Moving SharePoint 2010 Workflows to Power Automate isn’t a simple task. While migrating simple workflows is relatively straightforward, migrating long, complicated processes can take much longer than the few months given by Microsoft. You don’t want to run the risk of losing access to the business processes you rely on after November 1 as this can create numerous problems for your organization. So what are you to do?
It’s recommended to get in touch with a Microsoft representative or Microsoft Partner that has experience in using Power Platform. JourneyTEAM is one of those partners. We’ve already assisted numerous clients in understanding what their options are as well as provided assistance in moving to Power Automate.
It won’t. Microsoft has specified that on-premise workflows for SharePoint 2010 and SharePoint 2013 will continue to be supported until 2026.
As of today, Microsoft has made no announcement that SharePoint 2013 workflows will be retired. However, while they’ll still be supported, they will be deprecated.
By default, all SharePoint 2013 workflows will be turned off for new tenants after November 1, 2020. However, should you need to activate the 2013 on a new tenant, you can do so using the PowerShell script provided by Microsoft.
Don’t think that 2010 workflows are safe in SharePoint 2013. While Microsoft has not yet announced the retirement of SharePoint 2013, it’s only a matter of time before this announcement comes. Especially considering that Microsoft has repeatedly emphasized that their preferred workflow solution is Power Automate and Office 365. To be safe, any workflows you recreate in SharePoint 2013 should be recreated in Power Automate to ensure you don’t lose access to these workflows.
Moving your workflows directly to Power Automate can help you save hours of work. But migrating to the platform isn’t as straightforward as it seems. SharePoint 2010 and 2013 have different features than those in Power Automate that allow some workflows to be recreated and others not. You’ll need to determine how complex your workflows are and if Power Automate features all the actions contained in the existing workflow. To help you figure this out, Microsoft has created the Modernization Scanner.
While you only have a few months to migrate your workflows, there’s no need to start panicking. Your first step is analyzing your system and figuring out exactly which workflows will be turned off on November 1, 2020.
This is exactly what the Modernization Scanner tool does. It scans your entire system and pinpoints exactly which workflows will be affected by the retirement. Plus, it can help for further modernization by providing a report that details:
- Which lists and libraries can be modernized
- Where rebuilding of classic portals need to be done
- Which classic workflows, InfoPaths, and blog pages are being used
The Modernization Scanner will show you exactly which workflows will be affected at the beginning of November. Additionally, the insight gained from the scanner will specify which SharePoint 2010 features can’t be recreated in Power Automate or another modern system. This enables you to work with your IT team to figure out how to recreate those actions and tasks within a modern server, so that your business processes won’t be disrupted.
Even with a thorough knowledge of your system, you can never be 100% sure that there aren’t a few SharePoint 2010 workflows hiding in the shadows. Consider this: JourneyTEAM recently worked with a client that used the Modernization Scanner on one part of their system. When the scan was complete, they discovered 1,000 SharePoint 2010 workflows that several of their business processes relied heavily on. With the Modernization Scanner, they were able to avoid overloading their IT team with work at the beginning of November.
Now that you can see how the retirement of SharePoint will affect your business processes, it’s time to get to work. Here’s what you need to do: First, you’ll need to get in touch with someone from JourneyTEAM. After you’ve spoken with one of our team members, you’ll need to set up and run the Modernization Scanner in a specific tenant which will gather the data needed to determine which workflows will be affected by SharePoint’s retirement. Once you have that data, send it to your JourneyTEAM contact. Using that data, we’ll help you determine what, if any, steps need to be taken.
Working directly with our , you’ll get the exact support you need to modernize your SharePoint 2010 workflows. Whether you have questions about how to run the scanner or run into a few minor issues, our team can help. JourneyTEAM has numerous online resources available as well as tutorials and work sessions that can get you started.
Don’t wait and see if your business processes will be affected after November 1. Contact JourneyTEAM today to get started.
JourneyTEAM can help you integrate your solution with ease. Our team of professionals can help you navigate services and put them to work for you. Contact us today to discuss strategy or run a Modernization Scanner to see if you have any potential workflow threats.
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JourneyTEAM has more than 25 years of experience in delivering IT solutions to businesses. As a Microsoft Gold Certified Partner, we’ve worked closely with Microsoft to carefully provide organizations with Microsoft products, including SharePoint, Azure, Office 365, Dynamics 364, SL, AX, GP, NAV, and CRM, and make them work for you. Whether you’re in need of a collaboration, marketing, sales, or productivity solution, JourneyTEAM can help you find the right technology for your business. To learn more about our team, visit our website at .