Thiết đặt cảnh báo(nhắc việc) qua 3rd party email trên SharePoint online

Mặc định thì SharePoint chỉ cho phép đặt cảnh báo qua email mà user đang dùng (tức cùng với domain của cty). Để có thể thiết lập cảnh báo (alert- nhắc việc) thông qua email của bên thứ ba ví dụ Yahoo, Gmail hoặc các hãng khác thì Admin phải vào Office 365 >Admin > SharePoint> User profiles > Manage user profiles. Tìm 1 account nào đó, chọn edit profiles> cập nhật email 3rd party vào.

Sau đó hệ thống SharePoint sẽ hiểu và nhắc việc cho user này thông qua email 3rd party.

userprofiles3rdemailparty

 

 

Cách sử dụng CRM Online

Cách import Account List to CRM Online

B1. Vào CRM OL> Sales > Account > Active Account > Data Import > Download Template Account >
B2. Nhật dữ liệu ví dụ:
Account Name: Account3, Primary Contact: Khanh Nguyen  (Note: Khanh Nguyen bat buoc phai co trong danh sach Employee (contact là con nguoi ~ employee, truoc day no la contact, do anh edit thanh employee, khi nao co time anh edit lai sau)
B3. Nhap phone va email
Vào CRM OL> Sales > Account > Active Account > Data Import > Data Import > Browser đến cái file Account > Next> Submit> thông báo thành công.
Tham khảo: anh vừa import 2 account1, và account 2 lên thành công. Good luck

Minh họa: Tự động hóa quy trình duyệt đơn xin nghỉ phép

wfleaverequestapprovaldemo

wfleaverequestapprovaldemocontinue

xét 1 yêu cầu đơn giản như sau:

Nếu nhân viên thuộc phòng ban nào thì hệ thống tự động chuyển đơn đến trưởng phòng ban đó duyệt. Sau khi duyệt xong, chuyển đến trưởng phòng nhân sự để nắm.

Cần có:

  • Môi trường SharePoint 2007/2010/2013/SharePoint Online in Office 365
  • Cần biết cách sử dụng InfoPath Designer 20110/2013
  • Cần biết cách dùng SharePoint Designer 2010/2013

 

Cách kết nối SharePoint Online từ Cmdlets

Nếu bạn đang là quản trị hệ thống Office 365 hoặc SharePoint Online thì tập lệnh SharePoint Onlin Management Shell sẽ tăng thêm tính tiện ích cho bạn.

SharePoint Online Management Shell: how to use it to connect to your SharePoint Online.

you can see the full list of all SharePoint Online cmdlets by Get-Command cmdlet

you’ll see that only 30 cmdlets are available compared with the over 800 cmdlets available to a SharePoint on-premises installation. These cmdlets into six general categories as seen below:

Site Groups

Get-SPOSiteGroup

New-SPOSiteGroup

Remove-SPOSiteGroup

Set-SPOSiteGroup

Users

Add-SPOUser

Get-SPOUser

Remove-SPOUser

Set-SPOUser

Site Collections

Get-SPOSite

New-SPOSite

Remove-SPOSite

Set-SPOSite

Repair-SPOSite

Test-SPOSite

Upgrade-SPOSite

Get-SPODeletedSite

Remove-SPODeletedSite

Restore-SPODeletedSite

Request-SPOUpgradeEvaluationSite

Get-SPOWebTemplate

Tenants

Get-SPOTenant

Set-SPOTenant

Get-SPOTenantLogEntry

Get-SPOTenantLogLastAvailableTimeInUtc Apps

Get-SPOAppErrors

Get-SPOAppInfo

Connections

Connect-SPOService

Disconnect-SPOService

Example:

SPOL Management Shell

Hy vọng thông tin trên có ích cho các bạn quản trị cũng như những ai đang quan tâm tìm hiểu về SharePoint Online.

Lê Huy Luyện  Microsoft Certified Trainer

 

Good news ref.: SharePoint Online

The online option

It seems like talk recently is all about the Cloud, so if you’re considering SharePoint Online, you’re certainly not alone. Moving your platform online, you will reduce your IT infrastructure to its minimal; reducing operational costs without compromising on function. A great option for any large, or small, company looking to keep overheads low while remaining competitive and getting set-up rapidly.

Always the latest and greatest software on your evergreen platform

With SharePoint Online, you automatically get the very latest version of the software and its additions. Microsoft do the hard work for you, so that means no more patches and upgrade maintenance, allowing you to focus on what’s important for your business.

No more cost to upgrade

You buy a licence for SharePoint Online and that’s it. You don’t have to pay for any upgrades or ‘new versions’ that come automatically, meaning you can realistically set your IT budgets and not have to worry about resources expiring or adding an unexpected cost.

Move your content only once

When you move your content to SharePoint Online, you do so ‘for life’. There’s no time limit on how long you have to stay until you need to move to the next new version – unlike the on-premises versions where you will need to upgrade (with all the costs and hassle) every three to five years.  Imagine what your IT department could do with the extra time, expense and stress they’ll save.

SharePoint Online – better together

By utilising the power of the Cloud you get all the value of the other online tools and solutions from Office 365: Exchange Online, Skype for Business, Yammer and more all talk to each other better in the Cloud. All the wiring, all the plumbing, all the backend IT is taken care of by Microsoft – so again you can just plug in and go.

Bottom line: The Online option is the simplest and quickest way to get to value the fastest. 

The SharePoint Hybrid option

Let’s not ‘beat around the bush’, SharePoint Hybrid is going to be the reality for most organisations for the coming years. The reason for this is that most companies already have a lot of data on-premises in existing SharePoint investments. What will happen here is that they will set up the online version and put the new content online, but will still have the old stuff On-Premises. The challenge for the IT department will be trying to work with the business to figure out what content is important to keep, what should be archived and what they can discard.

Sensitive Data

You might be a business who has signed contracts with your clients promising to keep sensitive content and data on your private servers. Therefore, you’ll need to retain at least a small SharePoint on-premises farm that will contain content ‘in house’ and the rest of your data—your general content, internal projects, HR policies, and day to day, etc.—can live in SharePoint Online.

This will reduce your server structure considerably and enable you to reduce costs, and simplify your IT infrastructure – a big win.

 

SharePoint Hybrid

Unified App launcher

This can be synchronised between On-Premises and Online. If the user is on the On-Premises SharePoint and clicks on Office 365 or Delve, it will go seamlessly to the online version of SharePoint, making it simple for users to navigate between environments.

Synchronised follow sites

When you click on the ‘follow’ site button, these will sync between on-premises and online; and all will appear in followed sites list. A big boost for ease of use and finding the sites you visit the most.

Cloud hybrid search

Perhaps the biggest new feature within the 2016 release is the general availability of cloud hybrid search for SharePoint On-Premises 2013 and beyond (i.e. 2016) allowing both on-premises and Office 365 content to be found in the same search result. A report by IDC found that people – 1day/8 hours – searching for documents, people and information. Having a single, unified search in place could be one of the biggest time savers for your business.

SharePoint 2016 feature packs

Another update worthy of mention is Microsoft’s plan to make some of the advanced features of SharePoint 2016 available as ‘feature packs’ for 2013 (and possibly 2010) iterations. Older versions of SharePoint will be able to avail of the latest great features—you could have a SharePoint 2013 farm, SharePoint 2016, and SharePoint Online, and with the feature pack you could have a unified App Launcher and navigation system that works with all three farms.

Document library changes

Microsoft have used real-user statistics to determine what buttons people use most from the millions and millions of OneDrive consumer users and the functions they don’t use at all, and simplified the SharePoint document library interface based on these stats. The benefit here is that this could be released in a feature pack so this interface change could be applied to on premises 2013 SharePoint farms – so from a user point of view, the content can be 2013, 2016 On-Premises and Online and the document libraries will all look and feel the same.   This makes collaboration easier and there is less user resistance to change.

Bottom line: One of the promises of SharePoint 2016 is the option to stay On-Premises for core content while still benefiting from the advanced and new functionality provide by SharePoint Online. Not sure about a full move online or want to slowly introduce your company to the process? Hybrid is the option for you.

The On-Premises only option

The On-Premises option should only really be considered if you are a company that has a very real reason to stay on-premises and also deep pockets. You will have to be willing to invest in longer ongoing costs, taking care of your own patching, harbouring your own upgrades and maintaining a big server farm.

You will always be behind on the latest features and you’re not going to have the full power of the likes of Delve, Graph, or Office 365 working the way they will together with the Online or Hybrid option.

Bottom line: You need a big bank balance, but you do have complete control on your SharePoint estate and your content.

No one size fits all

Often, when faced with a decision like whether to migrate to a new version of SharePoint or to choose what option is best for your business, contemplating the needs of your employees for advanced collaboration, your budget, as well as the security and compliance necessities of your organisation can be a challenge.  Keep in mind is that Microsoft understand the different circumstances that various companies face when contemplating a move, and that’s why they are concentrating their efforts on making a move to both the Cloud and Hybrid versions of SharePoint 2016 as easy as possible.

So if you can’t make up your mind whether to make the move, these advanced features packs may be the perfect bridge to take your collaboration and productivity to the next level without having to commit fully to a large migration of your data, or at least give you an idea of whether a full migration is the right option for your company.

Content and Code can inform your decision

Ultimately, the choice of what version of SharePoint you will deploy depends on multiple factors; but this newest release is a commitment from Microsoft to take the wide variety of circumstances into consideration – a SharePoint for almost every set of circumstances.

Sự kết hợp hoàn hảo: Công cụ VBA + Macro + InfoPath Designer/Filler+ SharePoint

Các bác IT Pro or Non-IT đang gặp vấn đề về việc thu thập, tổng hợp số lieu, báo cáo tự động mà chưa có giải pháp hoặc đã có nhưng chưa hài long thì có thể tham khảo 1 case study mà mình đã cùng với 1 số khách hàng đã giải quyết vấn đề trên bằng cách kết hợp các công cụ nhỏ này như công cụ VBA + Macro  trong Excel + InfoPath Designer/Filler 2010/2013+ SharePoint 2010/2013/Online.

Kết quả là khách hàng của mình rất hài lòng và phát huy sự kết hợp này. Nhận thấy đây là 1 Best practice or 1 case study cần chia sẻ. Nếu anh chị nào quan tâm Demo thì liên hệ cty Tân Đức. Chúc anh chị nhiều sức khỏe và thành công trong mọi công việc.

Công ty cổ phần truờng CNTT Tân Đức
Địa chỉ: 103 Pasteur, Quận 1, TP.HCM (Trụ sở chính)
Maison Tower, 180 Pasteur, Quận 1, TP.HCM
Tel: 08 3 824 5819 – Fax: 08 3 824 7113
Email: traincert@tdt-tanduc.com
Hoặc liên hệ:

Le Huy Luyen | Director, Microsoft Trainer Certified|Tan Duc IT School JSC.

Microsoft Authorized Training Center | Pearson VUE Testing Center | EC-Council Authorized Training Center

IT Service | Design Software Solution | Information Security Service

luyenlh@tdt-tanduc.com | Website: www.tdt-tanduc.com

Mobile: (84) 90 9862499 | Skype: le.huy.luyen

Address : 103 Pasteur, Dist.1, HCMC, Vietnam

Pearson VUE Testing Center: 180 Pasteur, Dist.1, HCMC, Vietnam.