How to properly delete and hide managed metadata terms in the Term Store
If you use Term Store to manage metadata (and I hope you do), it is inevitable that at some point, you will end up with large hierarchies of tags within…
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How to replace a classic root site in SharePoint Online with a modern site
If your organization enrolled in the Office 365 subscription prior to April 2019, your root SharePoint site was created with what we now call the “classic team site template.” While…
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5 ways to display Employee Birthdays and Anniversary Dates in SharePoint Online
One of the common requests for Company Intranets is the ability to display employee birthdays or anniversary dates on a main SharePoint Intranet landing page. While there is no dedicated,…
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Does metadata still make sense in SharePoint Online?
Unlike most of my other posts, which are instructional, this one is philosophical. I am writing this post late at night while sipping a glass of red wine (because my…
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How to embed content from other websites in SharePoint Online
When my clients ask me to define SharePoint, I always describe it as a one-stop-shop for any content within an organization. True to its name, it does that in a…
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How to create an alert on metadata value in SharePoint
A while back, I published a blog post on how to create an alert in SharePoint. Today I would like to take this functionality further and explain to you a…
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How to set up document retention via retention labels in SharePoint and OneDrive
I recently blogged on how to set up retention policies on a SharePoint site. However, that process assumed you have the same retention requirements for all the content on the…
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5 ways to store and reuse document templates in SharePoint
Document templates allow for a great way to standardize on processes within an organization. Whether it is a Meeting Agenda template or a Budget Template, or a Project Charter Template,…
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3 reasons you need to understand SharePoint User Profiles
In case you are a SharePoint Admin for your organization and are not familiar with SharePoint User Profiles functionality, you probably need to spend some time familiarizing yourself with it…
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How to make any SharePoint page the new homepage
If you created new pages in your SharePoint site, some might be so wonderful and great looking, they become a great candidate for being THE homepage. But how do you…
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About Me
I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.
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