SharePoint Online External Sharing Best Practices
External Sharing in SharePoint is like your spouse snoring at night. It can spoil or even break your relationship. As such, external sharing policies can become a pretty hot and…
Read MoreBest Practices Articles
Browse by Application
How to implement SharePoint in your organization – Best Practices
I first wrote this article back in 2015. However, at the time, we still had classic SharePoint. SharePoint was the only thing we pretty much had—no Teams, Planner, or Microsoft…
Read More
SharePoint Document Management Best Practices
I am often asked during consulting calls or SharePoint projects to share some best practices for SharePoint document management. These are always a bit of a challenge to summarize and…
Read More
2 ways to transfer Operations Manuals and Employee Handbooks to SharePoint Online
When it comes to migrating content from large PDF documents such as operations manuals and employee handbooks to SharePoint, there are two pretty solid options available out there. As a…
Read More
Why SharePoint Architecture and Governance are so important in the world of Copilot
I am sure you have heard about AI-based Copilot making its way into Microsoft 365 applications. It promises faster content curation, more relevant search results, easy data analysis and data…
Read More
Team Site or Communication Site?
This has to be one of the critical decisions you will make when creating new sites in SharePoint. Whenever you create a new site, you get two choices: Team Site…
Read More
Why it is not a good idea to mix folders and metadata in the same document library
As you know from my blog posts, I am a huge fan of metadata. I have many clients who successfully transitioned to metadata for some of the content they migrated…
Read More
3 ways to block download of documents in SharePoint and OneDrive
As I help my clients transition to SharePoint, OneDrive, and Teams, one of the recurring requests after we set up security and permissions for the sites is usually a request…
Read More
4 Ways to organize documents in SharePoint
As my clients migrate to and embrace SharePoint’s capabilities, many inquire about unique ways to organize a document library. This is not surprising, as many want to avoid recreating the…
Read More
SharePoint Intranet Homepage Best Practices
One of my favorite configurations and projects I do for my clients is the development of the SharePoint Intranet. This is always a fun project because Intranet is genuinely a…
Read More
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.
Need help?