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Mapping local shares to Share Point online
Hi all. What sounds like i should be simple is turning out to be not. In a domain environment, we naturally have lots of file shares. We want these shares to live on Share Point now, not on local servers. I can copy the data using Share Point Migration Tool, that bit is fine, we can also create Share Point sites for each share, set permissions on those sites no problem. How do we get it so that when a user logs into a domain PC, they automatically get those Share Point document libraries mapped in This PC?
SharePoint List Titles not showing
Hi all! I'm having an issue where when I am creating new items in my list, the title section is not showing. It is not even an option for me to check when I try to edit the form itself. I have confirmed that the title column is mandatory however it still isn't show.
One user's profile is not created when trying to login
We have one user who receives an error logging into SharePoint. She can log into other systems using Azure SSO. She was receiving a permission error but she is a member of a group that had access. Initially she had a duplicate profile in SharePoint. Microsoft support had us delete the profiles and now a new profile is not created. The user continues to get a permission error and no new profile is created. We opened a ticket with Microsoft back in September. Below are the steps support had us go through. Since when is this issue occurring with the user and was it working fine in the past. Please reproduce the issue step by step from the beginning and capture your steps using the screen record feature in PowerPoint and share the file with us. (Ref: Record your screen in PowerPoint - Microsoft Support) Please test the behavior in different browsers and also in private mode and let us know the outcome. If user is getting any error message, please share a full-page screenshot of that. Please share the affected user's UPN/Email. We sent the information to support. We were then asked to perform the steps below. I ran an internal diagnostic test for the affected user account and got the following outcome: "We found a duplicate user account". Request you to please perform the below steps and then check if the issue is resolved. Go to the Microsoft 365 admin center. Log in as a user with either the Global admin or SharePoint admin role assigned. Copy and paste the following URL https://aka.ms/PillarDuplicateUser into the address bar of the logged in browser window. Follow the prompts to run the diagnostic. Once completed, ask the affected user to check the behavior in a private/incognito browser window. This did not fix the issue. The user then received an error that the account could not be found in the SharePoint directory. These were the next steps requested by support. We need HAR logs to investigate the issue further. Please follow the below to collect the logs: Open the DevTools by selecting F12. Select Ctrl + Shift + I (Windows/Linux) or Command + Option + I (macOS). Select Settings and more and then More Tools > Developer Tools. Select the Network Tab. Refresh the page (if needed) and reproduce the problem. Select the Export HAR... in the toolbar to export the trace as a "HAR" file. Browse to the URL where you are seeing the issue. Navigate to Developer tools (use F12 as a shortcut) and select the “Network” tab. Refresh the page to start capturing the traffic between the browser to the server or click on a link with which you are seeing the issue. Click on “Export as HAR” followed by Save As… to save the HAR file. We did the requested steps. Then support wanted me to run a Get-SPOUser on that user. It failed. I could run the Get-SPOUser on other people, just not the user having the issue. The support person told me it was failing because I was not a SharePoint admin even though I could run it against other users. In early December we had 2 calls with support where they asked us to do very simply troubleshooting like try another browser, use incognito mode, etc. We still do not have a resolution.
Tag documents with DocumentType field inside different sites
I have this question for our SharePoint sites which we are currently creating. Currently we need to create sites for our departments (10++), will take Commercial & HR as an example :- 1) HR 2) Commercial Now inside the 2 sites we need to have a field named "Document Type" of type managed metadata to tag documents inside the documents libraries that got uploaded inside the 2 sites. Now the issue is that the HR has different options compared to the Commercial site for the Document type field (some options might be the same such as the "Other" option) . so i am planning to follow this approach:- 1) Inside the HR site to create a managed metadata column with internal name = "DocumentType", and link it to this term set named "HR Document Type":- 2) Inside the Commercial site to create a managed metadata column with the same internal name = "DocumentType", and link it to this term set named "Commercial Document Type":- now this will work on paper for tagging documents with different options for each site. but we need to have an advance search page to allow to filter the documents from the 2 sites using the Document Type, for this i will use the PnP Modern Search web part, which depend on the search managed metadata & the search Refinables. So now i got one managed metadata for the DocumentType columns:- and i linked it to a RefillableString as follow:- then i am planning to configure the PnP modern search web part to filter the documents from all the sites based on the above refinable. but i have the following 2 main questions, if anyone can help me in making decision on them:- Question-1) is the approach of having 2 site columns with the same internal name inside the 2 sites, but linked to 2 different term sets, with the intention to be able to filter documents from the 2 sites using the same Refinable, a valid approach? Question-2) now for the Document Type inside the Term Store, we can create 2 separate term sets; "HR Document Type" term set & "Commercial Document Type" term set as shown above , as follow:- OR we can have one parent term set named "Document Type", and under it to create 2 sub terms (HR & Commercial), as follow, and link the site columns to the sub-terms instead of a term set:- so which approach we should use ? 2 term sets? or one term set with 2 sub terms? and why? Can anyone advice on the above 2 questions? Thanks and i really appreciate any help in advance
New Co-Authoring Feature REMOVES Discard Changes
This post is more of an information for SharePoint users since Microsoft haven't announced the removal of Discard changes for pages / news posts as part of their co-authoring feature. This is a major regression and will cause a lot of pain to most of Microsoft's customers. Microsoft have said that they are replacing Discard changes (as it's no longer required anymore - REALLY) with Undo and version history. The Undo button doesn't discard changes to a page. You can undo your changes, but the page will still be saved as a new version regardless. I've testing in my test tenant where the new co-authoring feature has been rolled out and I can NOT discard changes anymore. Scenario (and an extremely common one) We have flows (reviews, approvals, etc.) that run when a Page (Standard Page or News Article) is published. Now, if I go into a published page to check on some of the page layout and make some temporary changes (VERY frequent that this happens across all of our authors), it will save a version with my changes, and I am now forced to restore the previous version to remove my changes, which will inadvertently move the page back into Draft mode and need to be republished. Republishing it again will kick off another flow, and the page will now be published by the user that temporarily updated the page, and on the current date/time. We absolutely need our pages and news articles to keep the actual date they were published and display who originally published them (these are displayed on the page) and not kick off additional review/approval flows. It will also affect our version history which we rely on for auditing purposes. Before, I could go in and help someone with their page and discard my changes, or our authors could just play around with the design of the page and not have any intention of keeping their changes. Now, those users will end up in the version history when they didn't actually have any intent on keeping their temporarily changes. Love to get your thoughts on this regression. Especially since Microsoft seem to think it's not important, and have not posted any communications (general, M365 service announcements, etc.) about the removal of Discard changes.Copilot license for creating AI Agents for SharePoint & Copilot Studio
I have users with E3 license, but they are not able to create AI Agents for SharePoint sites & AI agent using Copilot studio. so what is the best license for those users? Here are the licenses those users have:- And where are the options i got when i access Copilot license inside our Office 365 admin center:- Any advice? which license i need to buy to allow E3 users to create AI agents for SharePoint and AI using Copilot studio? Thanks
Making my own CRM
I'm starting a small business and was looking at replicating what I've had with Dynamics 365 in my previous jobs, but I can't necessarily afford the cost. One thing I enjoyed was being able to have my accounts have a hierarchy. Is there a way to have accounts flagged or marked so that when I run reports or searches I can see each subordinate?
