Site-Level vs. Tenant-level Term Sets
When you create a Managed Metadata column, you have to point the column to a term set within a Term Store. As I documented in one of my previous posts,…
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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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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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Lookup column vs. Managed Metadata column
With the recent user experience improvements for the Lookup column, I got a great question from one of my clients the other day. The question is this: what makes the…
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4 Views of a Custom List
With the introduction of the modern Lists application, we started getting a myriad of new features popping up in custom lists regularly. One of the significant changes constantly happening and…
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4 Ways to Build a Knowledge Base in SharePoint
Wow, time flies by. I have written several posts on the knowledge base capability within SharePoint over the years. This is not surprising because most organizations require some knowledge base…
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How to create site level term sets in SharePoint Online
If you are a fan of metadata, I am sure you heard about the Term Store. I blogged quite a bit about it and its wonderful features. However, to utilize…
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How to create a Board View on a SharePoint list
One of the recent and very significant changes made to a Microsoft list was the addition of a Board view. If you are using Planner (part of Microsoft 365) or…
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How to access the Term Store from a SharePoint Site
If you are the Site Owner and would like to utilize Managed Metadata, you need to access the global Term Store that is typically maintained by the IT department and…
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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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