New Highly Customisable SharePoint CRM Template Available

A CRM/Project Management Site Template for SharePoint 2010 Enterprise or SharePoint Online tenants.
This extensive solution offers the following features:

• User Friendly – Due to a custom User Interface & Pre-Populated InfoPath forms where possible
• Contacts Management
• Project Management – Associated sub tasks, documents & sales
• Products & Services Catalog
• Sales Register & Invoice Generation
• Client Enquiry – Showing any items related to a client
• Reporting
• Integrated User Guide

To give you an idea of how SharePoint CRM looks, below is a selection of screenshots:

Home Screen

The buttons displayed are defined by a list within SharePoint CRM so can easily be modified.

Contacts

Project Management

Sales Register

Being SharePoint all aspects of the SharePoint CRM Template can be customised to meet your organisations needs:

For example, to customise the home page :

Customising your homepage

Rather than the buttons on the homepage being hardcoded, they are defined by a list within the CRM site. This means you can easily add/remove/edit buttons using just your web browser, here’s how to do so:

1. From the Site Actions, choose View All Site Content
2. Open the PortalMenu list

Items can then be edited in the same way as any other SharePoint 2010 list, below is a description of options available:

• Section – Defines which section the button will be shown in on your homepage
• Order – Defines the order of the buttons within a section
• Button Name – The text that will be displayed within the button
• Link – The URL that users will be taken to when the button is clicked
• Hover – The text shown when a user hovers over a button
• Dialog – Specifies whether the page that the button links to will open in a popup dialog box
• New Project Form – If this option is checked the Link field will be ignored an the button will open the new project form.

Adding new Sections

New sections can be added to the homepage, but will required the use of SharePoint Designer to do so:

1. Open the PortalMenu list as described above, the go to the List Settings page
2. Edit the Section column, then add the name of your new section as a choice
3. Create a new list item with your new choice set within the Section field
4. Navigate to your homepage, and set the page to edit mode
5. Export any sections web part, then import the web part and add it to any zone
6. Using SharePoint Designer open the homepage (SitePages\default.aspx)
7. Select the new web part, the update the filter to match the new choice you added to the section column

This template and other SharePoint Web Parts, Apps, Custom SharePoint Templates, Tools for SharePoint, Azure and Office365 is available by contacting me through my website at http://sharepointsamurai,wordpress.com/ 

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SharePoint Online: Software Boundaries, Limits and Planning Guide

Planning and deploying SharePoint Online

SharePoint Online Planning Guide for Office 365 Enterprise and Midsize. SharePoint Online Planning Guide for Office 365 Small Business.

This article describes some important limitations that you might need to know for different SharePoint Online plans in Office 365.

For example, it provides information about number of supported users, storage quotas, and file-size limits. This article covers a range of plans:

SharePoint Online in Office 365 Small Business and in Office 365 Enterprise, plus standalone plans.

The limits that are listed are for paid subscriptions. You might see different limits for trial plans andSharePoint Online preview sites. 

Note    In Office 365 plans, software boundaries and limits for SharePoint Online are managed separately from mailbox storage limits. Mailbox storage limits are set up and managed by using Exchange Online. For more information about how Exchange manages mailbox limits, see Mailbox types and storage limits for Recipients.

In this article

• SharePoint Online feature availability
• Limits in SharePoint Online in Office 365 plans
• Limits for site elements in SharePoint Online
• Additional information about OneDrive for Business limits
• Additional Resources

 

SharePoint Online Feature availability

Need help determining which SharePoint solution best fits your organization’s needs?

The various Office 365 plans include different SharePoint Online offerings. These include:

• SharePoint Online for Office 365 Small Business
• SharePoint Online for Office 365 Midsize Business
• SharePoint Online for Office 365 Enterprise, Education, and Government

You can choose the plan that best fits your organization’s needs. Each person who accesses the SharePoint Online service must be assigned to a subscription plan. SharePoint Online can be included in a Microsoft Office 365 plan, or it can be purchased as a standalone plan, such as SharePoint Enterprise Plan 1 or SharePoint Enterprise Plan 2.

Limits in SharePoint Online in Office 365 plans

In this section:

• Limits for SharePoint Online for Office 365 Small Business
• Limits for SharePoint Online for Office 365 Midsize Business
• Limits for SharePoint Online for Office 365 Enterprise, Education, and Government

Limits for SharePoint Online for Office 365 Small Business

SharePoint Online Small Business and SharePoint Online Small Business Premium have common boundaries and limits. The following table describes those limits.

Feature	Description
Storage per user (contributes to total storage base of tenant)	500 megabytes (MB) per subscribed user.
Site collection quota limit	Up to 1 TB per site collection. (25 GB for a trial). 5,000 items in site libraries, including files and folders. The minimum storage allocation per site collection is 100 MB.
Site collections (#) per tenant	1 site collection per tenant.
Subsites	Up to 2,000 subsites per site collection
Total available tenant storage	10 GB + 500 MB per user. For example, if you have 10 users, the base storage allocation is 15 GB (10 GB + 500 MB * 10 users). You can purchase additional storage up to a maximum of 1TB.
Personal site storage	1 TB per user, as soon as provisioned. This amount is counted separately, and does not add to or subtract from the overall storage allocation for a tenant. Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. For more information, see Additional information about OneDrive for Business limits.
Public Website storage default	5 GB A SharePoint admin can allocate up to 1 TB (the limit for a site collection).
File upload limit	2 GB per file.
File attachment size limit	250 MB
Sync limits	20,000 items in the OneDrive for Business library, including files and folders. 5,000 items in site libraries, including files and folders.
Number of users	1 – 25 users
Number of external users invitees	There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Small Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Small Business imposes a limit of 1 TB per site collection, your particular tenant might not have enough storage available to contain a site collection of 1 TB.

 

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 5 GB of content, that 5 GB is subtracted from the available storage.

 

Limits for SharePoint Online for Office 365 Midsize Business

The following table shows the software boundaries and limits for the SharePoint Online Midsize Business plan.

Feature	Description
Storage per user (contributes to total storage base of tenant)	500 megabytes (MB) per subscribed user.
Storage base per tenant	10 GB + 500 MB per subscribed user. For example, if you have 250 users, the base storage allocation is 135 GB (10 GB + 500 MB * 250 users). You can purchase additional storage up to a maximum of 20 TB.
Additional storage at a cost per GB per month.	To buy storage, see Change storage space for your subscription.  Important    You can’t buy additional storage for a trial subscription.
Site collection quota limit	Up to 1 TB per site collection. (25 GB for a trial). 5,000 items in site libraries, including files and folders. SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB.
Site collections (#) per tenant	20 site collections (other than personal sites).
Subsites	Up to 2,000 subsites per site collection.
Personal site storage	1TB per user, as soon as provisioned. Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. This amount is counted separately, and does not add to or subtract the overall storage allocation for a tenant. For more information about OneDrive for Business, see Additional information about OneDrive for Business limits later in this article.
Public Website storage default	5 GB A SharePoint admin can allocate up to 1 TB (the limit for a site collection).
File upload limit	2 GB per file.
File attachment size limit	250 MB
Sync limits	20,000 items in the OneDrive for Business library, including files and folders. 5,000 items in site libraries, including files and folders.
Number of users	1 – 250 users
Number of external user invitees	There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information see, Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Midsize Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Midsize Business imposes a limit of 1 TB per site collection and a limit of 20 site collections, your particular tenant might not have enough storage available to contain 20 site collections of 1 TB each.

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 25 GB of content, that 25 GB is subtracted from the available storage.

 

 

Limits for SharePoint Online for Office 365 Enterprise, Education, and Government

One or more Office 365 subscriptions plans can be included as part of your subscription. This is true for the following plan offerings:

• Microsoft Office 365 Enterprise subscriptions (E1 – E4)
• Microsoft Office 365 Government subscriptions (G1 – G4)
• Microsoft Office 365 Education subscriptions (A2 – A4)
• Microsoft Office 365 Kiosk subscriptions (K1-K2)
• SharePoint Online stand-alone subscription plans (Plan 1 and Plan 2).

 

These plans have common boundaries and limits. The following table describes those limits.

 

 

Feature	Office 365 Enterprise plans (including E1 – E4, A2-A4, G1-G4, and SharePoint Online Plan 1 and Plan 2)	Office 365 Kiosk plans (Enterprise and Government K1 – K2)
Storage per user (contributes to total storage base of tenant)	500 megabytes (MB) per subscribed user.	Zero (0). Licensed Kiosk Workers do not add to the tenant storage base.
Additional storage (per GB per month); no minimum purchase	To buy storage, see Change storage space for your subscription.  Important    You can’t buy additional storage for a trial subscription.	To buy storage, see Change storage space for your subscription.  Important    You can’t buy additional storage for a trial subscription.
Storage base per tenant	10 GB + 500 MB per subscribed user + additional storage purchased. For example, if you have 10,000 users, the base storage allocation is approximately 5 TB (10 GB + 500 MB * 10,000 users). You can purchase an unlimited amount of additional storage.  Important    If you have a Government Community Cloud plan, you can purchase additional storage up to 25 TB.	10 GB + additional storage purchased. You can purchase an unlimited amount of additional storage.  Important    If you have a Government Community Cloud plan, you can purchase additional storage up to 25 TB.
Site collection storage limit	Up to 1 TB per site collection. (25 GB for trial). SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB. 5,000 items in site libraries, including files and folders.  Important    If you have a Government Community Cloud plan, the limit is 100 GB.	Up to 1 TB per site collection. (25 GB for a trial). SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB.  Important    If you have a Government Community Cloud plan, the limit is 100 GB. Kiosk workers (plans K1-K2) cannot administer SharePoint site collections. You will need a license for at least one Enterprise plan user to manage Kiosk site collections.
Site collections (#) per tenant	500,000 site collections (other than personal sites).	500,000 site collections.
Subsites	Up to 2,000 subsites per site collection	Up to 2,000 subsites per site collection
Personal site storage	1 TB per user (100 GB for government plans), as soon as provisioned. Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. This amount is counted separately, and does not add to or subtract the overall storage allocation for a tenant. For more information about OneDrive for Business, see Additional information about OneDrive for Business limits later in this article.	Not available.
Public Website storage default	5 GB A SharePoint admin can allocate up to 1 TB (the limit for a site collection).	5 GB A SharePoint admin can allocate up to 1 TB (the limit for a site collection). Kiosk workers (plans K1-K2) cannot administer Sharepoint site collections. You will need a license for at least one Enterprise plan user to manage Kiosk site collections.
File upload limit	2 GB per file.	2 GB per file.
File attachment size limit	250 MB	250 MB
Sync limits	20,000 items in the OneDrive for Business library, including files and folders. 5,000 items in site libraries, including files and folders.	20,000 items in the OneDrive for Business library, including files and folders. 5,000 items in site libraries, including files and folders.
Maximum number of users per tenant	1 – 500,000+  Note    If you have more than 500,000 users, please contact the Microsoft representative to discuss detailed requirements.	1 – 500,000+  Note    If you have more than 500,000 users, please contact the Microsoft representative to discuss detailed requirements.
Number of external user invitees	There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment	There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Enterprises (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Enterprise plans imposes a limit of 1 TB per site collection and a limit of 500,000 site collections, your particular tenant might not have enough storage available to contain 500,000 site collections of 1 TB each.

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 25 GB of content, that 25 GB is subtracted from the available storage.

 

 

Limits for site elements in SharePoint Online

There are also limits for site elements of a SharePoint Online site. Here are some examples:

• List and Library limits    Different types of columns have different limitations. For example, you can have up to 276 columns in a list for columns that contain a single line of text.
• Page limits    You can add up to 25 Web Parts to a single wiki or web page.
• Security limits    Different security features have different limits. For example, a single user can belong to no more than 5,000 security groups.

 

The specific elements for the previous site elements are too numerous to list here, but you can learn more about them in the TechNet article Software Boundaries and Limits for SharePoint 2013. In this linked article, only the sections on List and Library Limits, Page Limits, and Security Limits apply to SharePoint Onl

 

Additional information about OneDrive for Business limits

Each user in SharePoint Online for Office 365 gets an individual storage allocation of 1 TB for personal site content (100 GB for government plans). Personal sites include the user’s OneDrive for Business library, a Recycle Bin, and personal newsfeed information.

All SharePoint Online in Office 365 plans include the same storage allocation for individual personal sites. This storage allocation is separate from the tenant allocation.

For more information about how users can manage their individual OneDrive for Business allocation, see OneDrive for Business library limits.

 

 

Additional Resources

 

For information about this:	Go here:
Office 365 connectivity limits	To learn more about Internet bandwidth, port and protocol considerations for Office 365 plans, see Office 365 Ports and Protocols.
SharePoint feature availability	To learn more about SharePoint feature availability and the SharePoint Online service in Office 365, see SharePoint Online Service Descriptions.
SharePoint Online search limits	To learn more about the search limits for SharePoint Online, see Search limits for SharePoint Online.
Mobile devices	To learn more about opening a SharePoint Online site from a mobile device, see Use a mobile device to work with SharePoint Online sites.
File types	To learn about file types that you can’t add to a list, see Types of files that cannot be added to a list or library.
Online URLs	To learn about SharePoint Online addresses, see SharePoint Online URLs and IP Addresses.
Site languages	To learn how to set language for your sites, see Change your language and region settings.
Planning and deploying SharePoint Online	SharePoint Online Planning Guide for Office 365 Enterprise and Midsize. SharePoint Online Planning Guide for Office 365 Small Business.
Change storage space	Change storage space for your subscription.  Important    You can’t buy additional storage for a trial subscription.

How To : Use the REST API and AngularJS to Create a Web Part to retrieve List Items

Introduction

This article explains how to get the data from a SharePoint List using Angular JavaScript and the REST API. I used the REST API to talk to SharePoint and get the data from the list.

In this script we just see that we have first created an Angular Controller with the name “spCustomerController”. We have also injected $scope and $http service.

The $http service will fetch the list data from the specific columns of the SharePoint list. $scope is a glue between a Controller and a View. It acts as execution context for Expressions. Angular expressions are code snippets that are usually placed in bindings such as {{ expression }}.

Use the following procedure to create a sample.

1. <h1>WelCome To Angular JS Sharepoint 2013 REST API !!</h1>  
2.   
3. <div ng-app=“SharePointAngApp” class=“row”>  
4.     <div ng-controller=“spCustomerController” class=“span10”>  
5.         <table class=“table table-condensed table-hover”>  
6.             <tr>  
7.                 <th>Title</th>  
8.                 <th>Employee</th>  
9.                 <th>Company</th>  
10.                  
11.             </tr>  
12.             <tr ng-repeat=“customer in customers”>  
13.                 <td>{{customer.Title}}</td>  
14.                 <td>{{customer.Employee}}</td>  
15.                 <td>{{customer.Company}}</td>  
16.                 </tr>  
17.         </table>  
18.     </div>  
19. </div>  

 

Step 1: Navigate to your SharePoint 2013 site.

Step 2: From this page select the Site Actions | Edit Page.

Edit the page, go to the “Insert” tab in the Ribbon and click the “Web Part” option. In the “Web Parts” picker area, go to the “Media and Content” category, select the “Script Editor” Web Part and press the “Add button”.

Step 3: Once the Web Part is inserted into the page, you will see an “EDIT SNIPPET” link; click it. You can insert the HTML and/or JavaScript as in the following

1. <style>  
2. table, td, th {  
3.     border: 1px solid green;  
4. }  
5.   
6. th {  
7.     background-color: green;  
8.     color: white;  
9. }  
10. </style>  
11. <script src=“https://ajax.googleapis.com/ajax/libs/angularjs/1.0.1/angular.min.js&#8221;></script>  
12. <script src=“http://code.jquery.com/ui/1.10.3/jquery-ui.min.js&#8221;></script>  
13.   
14. <script>  
15.       
16.   
17.     var myAngApp = angular.module(‘SharePointAngApp’, []);  
18.     myAngApp.controller(‘spCustomerController’, function ($scope, $http) {  
19.         $http({  
20.             method: ‘GET’,  
21.             url: _spPageContextInfo.webAbsoluteUrl + “/_api/web/lists/getByTitle(‘InfoList’)/items?$select=Title,Employee,Company”,  
22.             headers: { “Accept”: “application/json;odata=verbose” }  
23.         }).success(function (data, status, headers, config) {  
24.             $scope.customers = data.d.results;  
25.         }).error(function (data, status, headers, config) {  
26.          
27.         });  
28.     });  
29.       
30. </script>  
31.   
32. <h1> Angular JS SharePoint 2013 REST API !!</h1>  
33.   
34. <div ng-app=“SharePointAngApp” class=“row”>  
35.     <div ng-controller=“spCustomerController” class=“span10”>  
36.         <table class=“table table-condensed table-hover”>  
37.             <tr>  
38.                 <th>Title</th>  
39.                 <th>Employee</th>  
40.                 <th>Company</th>  
41.                  
42.             </tr>  
43.             <tr ng-repeat=“customer in customers”>  
44.                 <td>{{customer.Title}}</td>  
45.                 <td>{{customer.Employee}}</td>  
46.                 <td>{{customer.Company}}</td>  
47.                 </tr>  
48.         </table>  
49.     </div>  
50. </div>  

 

Finally the result show look as below:

 

How To : Use the CSOM to Update SharePoint Web Part Properties

I wanted to share two methods I developed for retrieving and updating web part properties from JavaScript using CSOM in SharePoint 2013 (I haven’t seen a reference for getting a page’s web part manager through REST).

The web part ID should be available through the “webpartid” attribute included in the page markup.

The methods use the jQuery deferred object, but that could easily be replaced with anything else to handle the asynchronous events. Using this I’m hoping to create configurable client side web parts which is a problem I’ve recently had to tackle.

View on GitHub

app.js

1. //pass in the web part ID as a string (guid)
2. function getWebPartProperties(wpId) {
3. var dfd = $.Deferred();
4.  
5. //get the client context
6. var clientContext =
7. new SP.ClientContext(_spPageContextInfo.webServerRelativeUrl);
8. //get the current page as a file
9. var oFile = clientContext.get_web()
10. .getFileByServerRelativeUrl(_spPageContextInfo.serverRequestPath);
11. //get the limited web part manager for the page
12. var limitedWebPartManager =
13. oFile.getLimitedWebPartManager(SP.WebParts.PersonalizationScope.shared);
14. //get the web parts on the current page
15. var collWebPart = limitedWebPartManager.get_webParts();
16.  
17. //request the web part collection and load it from the server
18. clientContext.load(collWebPart);
19. clientContext.executeQueryAsync(Function.createDelegate(this, function () {
20. var webPartDef = null;
21. //find the web part on the page by comparing ID’s
22. for (var x = 0; x < collWebPart.get_count() && !webPartDef; x++) {
23. var temp = collWebPart.get_item(x);
24. if (temp.get_id().toString() === wpId) {
25. webPartDef = temp;
26. }
27. }
28. //if the web part was not found
29. if (!webPartDef) {
30. dfd.reject(“Web Part: “ + wpId + ” not found on page: “
31. + _spPageContextInfo.webServerRelativeUrl);
32. return;
33. }
34.  
35. //get the web part properties and load them from the server
36. var webPartProperties = webPartDef.get_webPart().get_properties();
37. clientContext.load(webPartProperties);
38. clientContext.executeQueryAsync(Function.createDelegate(this, function () {
39. dfd.resolve(webPartProperties, webPartDef, clientContext);
40. }), Function.createDelegate(this, function () {
41. dfd.reject(“Failed to load web part properties”);
42. }));
43. }), Function.createDelegate(this, function () {
44. dfd.reject(“Failed to load web part collection”);
45. }));
46.  
47. return dfd.promise();
48. }
49.  
50. //pass in the web part ID and a JSON object with the properties to update
51. function saveWebPartProperties(wpId, obj) {
52. var dfd = $.Deferred();
53.  
54. getWebPartProperties(wpId).done(
55. function (webPartProperties, webPartDef, clientContext) {
56. //set web part properties
57. for (var key in obj) {
58. webPartProperties.set_item(key, obj[key]);
59. }
60. //save web part changes
61. webPartDef.saveWebPartChanges();
62. //execute update on the server
63. clientContext.executeQueryAsync(Function.createDelegate(this, function () {
64. dfd.resolve();
65. }), Function.createDelegate(this, function () {
66. dfd.reject(“Failed to save web part properties”);
67. }));
68. }).fail(function (err) { dfd.reject(err); });
69.  
70. return dfd.promise();
71. }

HTML5 SharePoint Pic Web Part Released and Available !!

This is a Sandbox web part control to display a matrix of image thumbnails.

For a build a Metro IDE or a Picture Gallery to show products, news, or a social team that integrates with pictures, etc. All this, from any SharePoint picture library.

Supports : SharePoint 2010 & 2013 On-Premise Web Part,  SharePoint Online Web Part

FEATURES OF THE WEB PART** ver. 1.0

     

**PREVIEW EXAMPLE OF THE CONTROL**