After reports of issues creating sites on older versions, I setup another development server with an older version of SharePoint 2010 to re-create the issue.
I’ve now resolved the issue, so anyone previously having trouble creating a site can get the new release from my CodePlex Project.
The latest release is confirmed working on the following versions:
- On Premise – 22.214.171.12429
- On Premise – 126.96.36.19920
- Office 365 Enterprise – 188.8.131.5220
Update – Now confirmed working on version 184.108.40.20662, so now compatible with all versions!
The time has finally come to release my CRM site template into the wild. So for anyone with a SharePoint 2010 Enterprise server or Office 365 tenant wishing to download it can do so from here.
With my latest CSS updates it now offers a new look, and offers the following features:
- User Friendly – Due to a custom UI
- Client List/Contacts management
- Project Management – With associated documents, tasks & sales
- Client Enquiry – Showing any items related to a client
- Reporting – Utilising Excel 2010
- Integrated User Guide
Here’s a screenshot of the updated homepage:
Several months ago I was tasked with creating a project management solution within SharePoint, it soon became clear than just an InfoPath form and list wasn’t going to cut the mustard. Realising I was going to invest huge amounts of my time, I decided I’d make the solution to be a re-usable site template that could be restored on Office 365 Enterprise tennants & on premise Enterprise SharePoint servers.
Using only SharePoint Designer 2010 & Infopath Designer 2010, I’ve managed to create a site template with the following features:
- Projects & Tasks
Along the way a custom UI was created to show these related items within various screens, creating a solution thats easy to use within little or no SharePoint knowledge. Over time I’ll be posting videos to show off the functionality, but for now here’s a couple of screen shots:
No quicklaunch menu required
Display related items