sharepoint 2013 logoIf you’ve ever had the need to add document management capabilities for your entities in CRM, you already know that CRM 2013 and CRM online rely on SharePoint for this functionality. This out of the box integration point is well documented and available for configuration in the CRM administrative interface. When set up, users can create, upload, view and delete documents in SharePoint locations that correspond to entity instances in CRM.

This post will discuss a different integration point – using search in SharePoint 2013 to expose CRM entity data. When setup properly, SharePoint 2013 can provide a robust, enterprise level search capability that can be tailored to your needs. Also, it seems to fill a current functionality gap in CRM that often requires a third party tool. Granted, you will need SharePoint 2013 Enterprise to realize this setup, but if this is available to you there should be no need to look anywhere else for search. Read More…

sharepoint 2013 logoRecently, I encountered an issue with SharePoint 2013 search crawls where .pdf files smaller than 1 MB reported a warning: “The item has been truncated in the index because it exceeds the maximum size”. The default MaxDownLoadSize for documents in SharePoint is 64MB, which was more than enough the handle these relatively small .pdf files.

After I reached out to some co-workers; one suggested that the error might be a false-positive and the entire document had been crawled. I tested this by first searching for words at the end of the document and no matches were found; this would be expected if it were truncated. Next, I tried searching for text in the middle of the document, no matches were found either. I thought it must have truncated a lot of text and tried searching for text contained at the very beginning of the document. No results were found! So when the warning said it truncated the item, it had truncated the whole document. Read More…

SharePoint adoption is widespread in most organizations today, and a very common use case for SharePoint is as the core technology for an intranet. There are many features of SharePoint 2010 that make it an excellent choice for an intranet, including web content management, workflow, publishing and search. SharePoint offers a secure, scalable technology that empowers content owners to create, approve and publish pages in an easy-to-use, Microsoft Office-like user interface. With SharePoint, you get a great looking, high-functioning intranet that’s secure and easy to use. (In Jakob Nielsen’s “10 Best Intranets of 2013”, he notes 70% of the awardees are using SharePoint.)

With the release of SharePoint 2013, however, there are several new features that are worth noting if you’re thinking of upgrading your intranet from a previous version of SharePoint, or migrating from another product. If your organization is considering a redesign or a technology update of their intranet, SharePoint’s newest release is more compelling than ever as the platform of choice.

Read More…

Have you taken a look at the new SharePoint yet?

If you’ve spent any time reading our blog, you know by now that SharePoint 2013 introduces extraordinary new features to change the way you work, share, discover, organize and build sites. And now we’ve put together a quick guide highlighting the top features that may inpact your business.

Download The Top Reasons Why Your Business Will Love the New SharePoint now! (No form required,)

The Top Reasons Why Your Business Will Love the New SharePoint guide provides you with an overview of the latest and greatest that comes with SharePoint 2013, including:

  • Smarter Search
  • Simpler and Mobile-Ready UI
  • SharePoint App Store Model
  • Better Workflow
  • Social SharePoint…and more, including easy migration tools and lower costs.

Download your copy today!

And if you’re in the DC area, AIS is hosting an “Introduction to SharePoint 2013” event at the Microsoft office in Chevy Chase, MD on March 20th. Click here to learn more and register.