How to build a simple CRM in SharePoint Online
What I like about SharePoint is that sometimes it feels like a Swiss Army Knife. It can do it all; you just need to configure it properly. One of the…
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How to connect lists and libraries via dynamic filtering in SharePoint Online
Today I want to describe a feature in modern SharePoint that allows you to connect two lists and libraries and dynamically filter them based on the value selected from one…
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How to create Rules on a List or Library
One of the most powerful ways to “spice up” a list or a library is to create some rules that will notify you of the changes happening in that list…
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How to display lists and libraries from other SharePoint sites using the Embed widget
As your users create teams, sites, lists, and libraries in your Microsoft 365 environment, the content becomes somewhat decentralized. There is nothing wrong with this model; it is just a…
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2 ways to connect lists and libraries in SharePoint Online
Quite a common requirement you hear from users is the ability to connect data from separate lists and libraries in SharePoint. For example, you might have two lists, one for…
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How to create a Chart from a list in SharePoint Online
One of the frequent requirements on Intranet sites is to display some sort of charts/graphs. In addition to spicing up the look and feel of a page, the charts provide…
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Lists vs. Libraries in SharePoint Online
One of the annoying things about SharePoint and Microsoft 365 applications is that there are so many different terms and terminology you need to understand and comprehend to ensure that…
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How to do simple math calculations using the Totals feature on SharePoint lists and libraries
One of the hidden features of SharePoint lists and libraries is the ability to run some quick math calculations on a given view. For example, say you have a list…
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How to manage comments on a Microsoft list
If you work with lists, you probably noticed the ability to add comments to the list items. In this article, I would like to explain how to manage comments on…
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5 ways to create a Poll in Microsoft 365
Asking someone a quick set of questions/feedback is something that we all need to do once in a while. Perhaps you need to run a poll to find out an…
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How to color code and format lists and libraries in SharePoint Online
Most of us rely on visualizations to make sense of data. That’s why we, humans, are attracted to colorful graphs and charts, like cats are to laser pointers. Ever since…
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How to create a calendar view on a SharePoint list
Let’s face it, we all love calendars. The calendar view allows us to visualize the data/due dates efficiently and draw a mental comparison to the tasks we have due on…
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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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