Trying to use Lists as a very basic CRM but having search issues
Hey All, I have a small business I'm considering using Lists to track some very basic client info and build a client database that is accessible to all employees on the company SharePoint site (we use MS 365). Workflow would be something like: Client calls in Receptionist(s) answer If new client, create an entry with first/last name, phone #, email address, their spouse's name (if any) and a Notes section to jot down notes from the call. If current client, receptionist can use search to find client, make new notes, read previous notes, etc That is basically it. I have this set up in Lists right now as a test with just two clients, each with a spouse. When I do a search for the person's name (Bill or Franklin), it returns a result. When I search for their spouses name (Susan), it returns nothing. I've run through the settings, reindexed the list, etc, and I just can't get a simple search to work. Am I attempting to use this correctly? Both name columns are single line fields. TYIA for any input!How can I stop a user from resharing a document if they have Edit access on that item?
I want to share a document with someone in my organization and give them Edit access, but I also want to prevent that user from sharing the file with anyone else (within organization). Below solutions are not applicable to me Use site or library‑level settings to block members from sharing and only owners can share. This solution is not applicable to us. Use Sensitivity Labels or Purview policies to restrict resharing. We don't have PurviewMigrating large number of Nintex based SPS 2019 Workflows to SPO
Hi SP Brain trust, We’re migrating a SharePoint 2019 on-prem farm (200+ sites) to SharePoint Online, which includes massive 100+ Nintex workflows heavily used across the business and we’re working within a tight timeline which makes it a massive challenge to go down the modernisation path. Has anyone migrated a large number of Nintex workflows (100+ ) from SharePoint 2019 to SharePoint Online using 3rd party tooling? What approach or tools did you use, how much manual rework was involved, and what was your overall success rate and effort like? Thank you!
Microsoft Lists, bad links at pictures
About a year ago, I created a list in Microsoft Lists and filled a "Picture" column with photos. It's now located at https://lists.live.com/. The images stopped displaying in March 2025 and several times before that. Only a placeholder image with an ID (e.g., "https://learn-attachment.microsoft.com/api/attachments/5a9a22e9-7005-4772-a54f-9ca6434db3bb?platform=QnA") is shown. The problem occurs in the browser (Chrome), in the Lists desktop application, and in the Android app. I've tried it on three PCs and two mobile devices, and the problem appears the same everywhere. I suspect there's something wrong with the link between the image in the list and the Microsoft server. How can this problem be solved? When clicking on a corrupt picture/link I end in a new browser tab showing this: { "error": { "code": "invalidRequest", "message": "Invalid request" } }What Are the Best Practices for Implementing Microsoft Power Automate in a Growing Organization?
Hello Everyone, We’re planning to scale Microsoft Power Automate across our growing organization and would appreciate your expert insights. What are the best practices for implementing Microsoft Power Automate effectively — especially regarding governance, security, environment management, licensing, and user adoption? If you’ve implemented Microsoft Power Automate in a mid-sized or scaling company, please share: Key lessons learned Common mistakes to avoid Governance and CoE strategies Tips for managing citizen developers Looking forward to your valuable suggestions. Thank you!NEW! SharePoint Lists & Libraries: Default Approvers for Configure Approvals Explained
🚀 New SharePoint Feature Alert! Microsoft has just introduced a super useful capability in SharePoint Lists and Document Libraries: the option to set Default Approvers when configuring approval workflows. This small but powerful enhancement removes repetitive manual steps and makes approval automation more consistent across teams using SharePoint + Power Automate. In my latest YouTube video, I walk through how this feature works, how to set it up, and why it can significantly streamline your approval processes. 🎥 Watch the full breakdown here: https://youtu.be/Xxn-IrKVh6E 👍 If you find it useful, let me know in the comments! #SharePoint #Microsoft365 #PowerAutomate #Productivity #M365 #SharePointOnline #Automation #DigitalTransformationStock images -- insert or change not working
We are a GCC cloud client. Starting Tuesday, we are no longer able to add images or change images while accessing from the Stock Images option. When we click stock images, the app sits and spins and then throws an error "Your search didn't match any content. Please try another term". Does matter what the term is, it doesn't resolve. Prior to this, when clicking stock images, the window would open with images where we could then filter, etc. Now nothing will show not matter what. I am a SharePoint admin, we have also tried with Site owners and on different browsers with cache cleared. We did submit a ticket with MS, but response has been slow. Anyone else experiencing this?
Organization Asset Libraries not filtering in PowerPoint Brand Images
Hi, I have set up three Organization Asset Libraries on the same SharePoint site using the `Set-SPOOrgAssetsLibrary` PowerShell cmdlet. All three are image libraries, each intended for a different language version of our company assets. When I go to PowerPoint → Insert → Pictures → Brand Images, I can see a dropdown that allows me to switch between the libraries. However, regardless of which library I select, all images from all three libraries are displayed at the same time. My questions: 1. Is this expected behavior (by design), or is it a bug? 2. If by design — what is the actual purpose of the library switcher dropdown if it doesn't filter the content? Any insight or official documentation reference would be greatly appreciated. Thanks!
SharePoint Online List: Filtered List View Not Refreshing After Change
Before recently, any time a change was made to a list row column that a view filter was based on, the items in view would automatically refresh to show the changes. Now the list view doesn't update unless the user refreshes the page in their browser. This is a consistent issue across all lists in the tenant. Our organization has SharePoint lists with a 'Status' column that impacts what items are shown in a view and its hurting productivity when these views aren't updating with new items unless the page is manually refreshed. Is there a new setting that is impacting the ability for filtered views to auto-refresh?
