Pilot Program

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Join our Pilot Programs to get early access to new versions and features. Learn how to access to Pilot Program features. Contribute to bug reports and questions. Engage with other Pilot Program customers and SuperOffice R&D.

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What Is Request Types?

What Is Request Types? Enhance your customer service experience with Request Types. This tool offers the adaptability and control modern customer service requires, enhancing individual workflows, and offering a more tailored user experience. NOTE! This pilot feature is exclusively available to: * SuperOffice Service Premium plan subscribers * Using New Service Request * * SuperOffice Developer Tools subscribers With a Premium plan and Development Tools licenses, you can create personalized layouts using powerful customization and configuration options in SuperOffice Admin client. * see articled for more info on 'New Service Request': - New SuperOffice Service - available on request and packed with new features - A Service solution that works for everyone - SuperOffice Service: get to know the new features and key changes   Benefit for pilot users Customization: Tailor attributes, actions, and escalation rules to your unique processes. Streamlined workflow: Configure screen layouts based on request types for efficient operations. Efficient support: Ensure quick access to relevant information and actions for your team.   Getting Started with Request Types: Subscribe: Ensure you have a SuperOffice Service Premium plan and Development Tools licenses for layout customization. Sign up: Join the Pilot Program Access Admin client: Log in to your admin client. Configure Request Types: Customize attributes, actions, and rules to match your processes. Layout customization: Use Development Tools licenses to create personalized layouts.   How to join the pilot program? Our current plan is to start the pilot program with the launch of version 10.2.10. Click here to sign up now . This pilot program is handled centrally by the R&D Services team.   Who can join the pilot program? When the pilot program start, we will be interested in hearing from customers who use: * CRM Online * SuperOffice Service Premium plan * New Service Request  * SuperOffice Developer Tools subscribers   Effect of enabling the pilot feature: By signing up and enabling the feature, the change is: * A new field called "Request Type". This will only have one value "Request" - until you configure more values for it. * It enables SuperOffice Admin to start the configuration of "Request Types" in SuperOffice Admin. * It enables SuperOffice Admin to define how layouts should be assigned in Screen Designer -> Request, and add add and change layouts based on this "Request Type"   What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.
Frode Berntsen
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0
8 Nov 2023 | CET 09:54 AM
Topic:
Request types
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Release of 'SharePoint Documents Migration' / End of Pilot announcement

We are happy to announce 'SharePoint Documents Migration' is planned released to CRM Online soon This will conclude the pilot program for 'SharePoint Documents Migration' and the pilot program will end on 5th. of September 2023: see Release Notes 3.2 - We urge you to give your feedback during this last period of the pilot.  Your feedback helps us identify issues, fix them and make the software even better. We are happy and grateful for your participation in the program  For those who have been partisipating in the pilot program As a SharePoint Documents Migration Pilot customer you will continue as normal, no changes will appliy. If you need help with the feature after the end of the pilot progam, reach out to our support team here . Feedback We urge you to give your feedback during this last period of the pilot. Your feedback helps us identify issues, fix them and make the software even better. How do I provide my feedback to SuperOffice? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  – this is the main communication channel to use. It is where we will inform everyone involved in relevant issues and is a place for you to post questions or provide feedback. You may receive answers from other customers, partners as well as our R&D resources. Pilot Forum:  https://community.superoffice.com/en/customer/forum/rooms/pilot-program/ Feedback form  – there is a Feedback form which is available to everyone all the time  here . It can be an easy option to send us a message about anything you have tested. We want to know if you are particularly happy with something as well as hear about any issues you may encounter. Send us an email  – we have a dedicated mail address:  pilot@superoffice.com  you can use to send in your questions or comments. This may be helpful when you want to discuss issues particularly relevant to your installation and you don’t want to post on a forum. If you need help with the feature after the end of the pilot progam, reach out to our support team  here .
Frode Berntsen
0
1
30 Jun 2023 | CET 02:21 PM
Topic:
🔒 CLOSED! - SharePoint Documents Migration

Last reply

Release Of 'SharePoint Documents Migration' postponed We have decides to extend the pilot period for 'SharePoint Documents Migration' a few more weeks, and we have released a new pilot version of our SharePoint Documents Migration - version 3.3 The plan is to release 'SharePoint Documents Migration' with CRM Online 10.2.8 from 19 September 2023 - We urge you to give your feedback during this last period of the pilot.  Your feedback helps us identify issues, fix them and make the software even better.
by Frode Berntsen
7 Sep 2023 | CET 10:06 AM
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Incident Report for SharePoint Documents Migration : SystemUserToken-validation failed

Issue identified: Some SuperOffice Administrators who try to migrate documents from SuperOffice to SharePoin have encountered a SystemUserToken-validation failure towards Microsoft SharePoint when using the pilot of SharePoint Documents Migration. We have investigated the issue and found a fix for it. We will deploy the fix as soon as possible. User experience: SuperOffice Administrators who try to migrate documents from SuperOffice to SharePoint may see that no documents are migrated when the migration job runs. The migration job logs the error “The orchestrator function ‘DocumentsMigrationOrchestration’ failed: The activity function ‘LoadSystemUserCredentialsActivity’ failed” in the error log. Fix details: We have a fix ready to be deployed. We will update you with more details on when the fix will be rolled out. What do you need to do? If you encounter the issue, you can try to start a new migration job or wait for the fix to be rolled out. Please contact pilot@superoffice.com if you need assistance or have any questions related to this.
Frode Berntsen
1
0
4 Sep 2023 | CET 12:19 PM
Topic:
🔒 CLOSED! - SharePoint Documents Migration
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What is SharePoint Document Migration?

What is SharePoint Document Migration? Move documents from CRM Online storage to your SharePoint document library. SharePoint Document Migration is an automated process that enables users to transfer documents from one storage location to another, such as from CRM Online to a SharePoint document library. It simplifies the process of managing documents and provides users with an efficient way to organize their documents. This pilot program is only available for customers who already set up and use SuperOffice SharePoint Documents 2.x. SuperOffice SharePoint Documents need to be fully configured before you can migrate to SharePoint. Once the pilot feature is activated, the SuperOffice Admin will get the option to start the migration wizard.   After you have migrated the documents, you will then open, edit your existing SuperOffice documents in Office365 SharePoint directly from SuperOffice, where you have total control forever. These documents can also be accessed by everyone in your company. Even those who do not use SuperOffice. Benefit for pilot users Run SuperOffice as a SaaS solution without any need of locallyinstalled software on a client computer No need to deploy Webtools/OML to users Enable true document collaboration All Microsoft 365 features are available as normal be able to work together in the same document at the same time be able to share documents with anyone and have access to older versions of the document at any time As a SuperOffice user, you don't have to think about where the documents are located Make SuperOffice documents available as any other document in SharePoint Sharing, revision history and other MS 365 features made available Work with SuperOffice documents from any device Advanced Data Access Options (Visible for...) Visible for me -> private in Sharepoint Visible for all -> default access rights from Sharepoint Visible for group -> private in Sharepoint Run SuperOffice as a SaaS solution without any need of locally installed software on a client computer No need to deploy Webtools/OML to users Enable true document collaboration All Microsoft 365 features are available as normal Be able to work together on the same document at the same time Be able to share documents with anyone You can access older versions of the document at any time As a SuperOffice user, you don't have to think about where the documents are located Make SuperOffice documents available as any other document in SharePoint Sharing, revision history and other MS 365 features made available Work with SuperOffice documents from any device Advanced Data Access Options (Visible for...) Visible for me -> private in Sharepoint Visible for all -> default Sharepoint access rights Visible for groups -> private in Sharepoint   Important notes on the pilot feature: Limitation: Maximum 20 000 documents can be migrated per migration-job. You may select how many documents to be migrated per migration-job by creating a document-selection. When documents are moved, templates will also be moved. All of them. Documents owned by users that does not exist in SharePoint, will get a new owner - SharePoint App (you can choose not to move such documents)​. These documents will also be in the folder "Other" if you have chosen Folder structure – user group. Documents that are successfully moved will be deleted from the source library​. Documents that can not be moved will be available as before​ (from CRM Online storage). How to join the pilot program? Click  here to sign up now . This pilot program is handled centrally by the R&D Services team. Effect of enabling the pilot feature: It only enables SuperOffice Admin to start the migration in SuperOffice Admin. SuperOffice Admin needs to complete the migration wizard before any changes are done to the documents.
Frode Berntsen
1
1
25 Aug 2022 | CET 11:43 AM
Topic:
🔒 CLOSED! - SharePoint Documents Migration

Last reply

We have released "SharePoint Documents 2.9" Highlights for 'SharePoint Documents Migration' pilot feature: Better handling of CRM Tenant being offline for instance due to maintenance ++ Various bug fixes and improvements
by Frode Berntsen
20 Mar 2023 | CET 10:40 AM
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How to migrate documents to SharePoint?

How to migrate documents to SharePoint? This article will walk you through how to migrate documents to SharePoint. Microsoft SharePoint Online have a different backup regime than SuperOffice CRM Online have! As a platform, Office 365 is secure, but  your data is not backed up in a way  that most organisations require. Typically, there's only a 30-day retention period inbuilt into Office 365, and Microsoft SharePoint Online is only backed up every 12 hours, with just a 14-day retention period As per Microsoft Online documentation "SharePoint Online retains backups of all content for 14 additional days beyond actual deletion. If content cannot be restored via the Recycle Bin or Files Restore, an administrator can contact Microsoft Support to request a restore any time inside the 14 day window. Microsoft 365 backs up your SharePoint site every 12 hours" technet.microsoft.com Requirements SuperOffice Online tenant 'SuperOffice SharePoint Documents' needs to be fully configured before you can migrate to SharePoint. All SuperOffice users with a user plan: Must be using IDP authentication All SuperOffice users with a user plan: Must log into CRM Online AFTER configuration (For the migration-tool to be able to create documents in sharepoint on behalf of the user) All SuperOffice users need to be a AD-user in the target MS subscription: external AD user from other subscription is currently not supported by the MS API (User Story 39490) Authenticate SuperOffice as a trusted app (This app need access to 'Global Admin' rights in O365 during first time setup (to be able to authenticate SuperOffice as a trusted app in your MS 365 solution) - either during setup or send a link to someone who is) This app has already been approved if customerr is using Visible for (Groups and ..)​ when using 'SuperOffice SharePoint Documents'   Process Planning In situations where you are to migrate a CRM Online-tenant where there are a lot of documents (especially old documents) - there are scenarios where it might be cumbersome to plan for all eventualities and make all needed preparations up front. this will result in error-situations and unplanned events - which then leads to documents fail to be migrated on the first run. the process it self - of migrating documents is somewhat time-consuming - when both the data (document itself) and the meta data needs to be transferred. usually it is the API of SharePoint being the limitation factor of setting these restrictions on speed and synchronous file-transfer. If you plan to migrate thousands of documents - it will take time, perhaps even days to complete. It is therefor smart to take this into account when you plan the project to migrate many documents. Documents that are successfully moved will be deleted from the source library​. Documents that can not be moved will be available as before​ (from CRM Online storage). If a document fails to be migrated - it will be left as is in SuperOffice CRM Online, and can be re-migrated later/next time (ie. after you have made corrections or planned and prepared better). Also time-planning for corrections before next run can be smart: Normal process Preparations ➡️ Run Test migration of a few documents ➡️ Analyse report (send to SO R&D, receive guidence from SO R&D) ➡️ Make corrections and preparations ➡️ Run migration ➡️ Analyse report (send to SO R&D, receive guidence from SO R&D) ➡️ Make corrections and preparations ➡️ Run migration   Important notes on the pilot feature: You may select how many documents to be migrated per migration-job by creating a document-selection. it is not supported to use Owner Current user as criteria for a dynamic document-selection. Only support for users that has Microsoft login and that all users belongs to the same MS  Domain Users from other vendors / password login will not be supported. those user must be set to former  employee during configuration. ​ We recommend migrating documents to SharePoint after all users have logged in to Online SuperOffice CRM after SharePoint is configured. Otherwise, we will not be able to create the document with the correct owner in SharePoint.​ If not successful, this test will cause an error and you  will not be allowed to proceed with the configuration. We check that all users belongs to the same MS  Domain. If they do not, that could cause issues when  applying permissions to or creating SharePoint  Documents ​ If not successful, this test will cause a warning , but you will still be able to proceed with  the configuration ​ When documents are moved, templates will also be moved. All of them. Documents owned by users that does not exist in SharePoint, will get a new owner - SharePoint App (you can choose not to move such documents)​. These documents will also be in the folder "Other" if you have chosen Folder structure – user group. In order to moved these documents, we need a Global Administrator to authorize 'SuperOffice Documents library app'. This app has already been approved if customers are using Visible for (Groups and ..)​ Documents that are successfully moved will be deleted from the source library​. Documents that can not be moved will be available as before​ (from CRM Online storage). Limitation: On older MS Office files: There is a limitation in how the new SharePoint integration handle legacy office files of the old binary type (.doc, .xls, .ppt)​ This is due to limitation in the Graph api and SharePoint itself. Editing of this type of document cannot be done with Office Online, it has to be done with the desktop app.  We strongly recommend that you replace your old legacy template with a template based on the current format. For those who have set up and use "Visible for" in SuperOffice Advanced Data Access Options  Visible for me -> private in Sharepoint Visible for all -> default access rights from Sharepoint Visible for group -> private in Sharepoint   Preparations  Migration tool need access to target library (Access Token Error 400) All users with a user plan and who owns a document which should be migrated: All users with a user plan need to log in via online.superoffice.com AFTER "SharePoint Documents" is configured. The migration tool uses the users MS access token to create and store the document in SharePoint. (Superoffice start to store crendentials on login from the point in time "SharePoint Documents" is configured) User need accss to SharePoint (Error 404) All users with a user plan and who owns a document which should be migrated: User need to be using IDP authentication towards the SharePoint-target (SuperId password is not sufficient) User need to be a AAD user in SharePoint-target (access right is not sufficient) Retired users need access to target library Old users / retired users (no user plan) do not have access to SharePoint via 1. or 2. above. Documents owned by such users, it requires 'SuperOffice Documents library app' to migrate these documents. To authorize 'SuperOffice Documents library app' you need access to 'Global Admin' rights in O365 to be able to authenticate SuperOffice as a trusted app in your MS 365 solution Missing files (Error Not found in the document archive) Customer who has migrated from onsite, or have done manual cleanup (ie. CRM script etc.), may have files no longer stored in source (CRM Online). The files needs to be opened from the CRM client - to also be migrated To check if the file exist in source (CRM Online), you may download the archive using the SuperOffice Download tool Missing content in files (Error Bad Request - Value cannot be NULL) Customer who has migrated from onsite, or have done manual changes to files - or is corrupted for some reason may have files no longer possible to open or use The files needs to be possible opened from the CRM client - to also be migrated. To check if the file exist in source (CRM Online), you may download the archive using the SuperOffice Download tool Access to files If there is set "visible for" on a file - it requires 'SuperOffice Documents library app' to migrate these documents.  File with same filename (Error 409 Conflict) It might happen based upon how you have configured the folder structure in the SharePoint-target If 2nd. file is migrated to same folder with same name - it will result in an error "409 Conflict".  File would then need to be manually renamed before your net migration job. Contact support if needed.   Permission denied while creating document! Make sure user has access to the configured document-library and try again! Most likely the SharePoint user-account do not have sufficient rights to create the file in that folder. Check your SharePoint setup. Ask your SharePoint admin for help. Unable to find document When "Visible for" is set on the document to a (SuperOffice) group that the user no longer belongs to (and which has actually been deleted in SuperOffice admin). Documents properties need then to be change to a existing group or to "all" - or restore the old group in SuperOffice admin. Limitation in how SharePoint handle legacy office files of the old binary type (.doc, .xls, .ppt) ​ This is due to limitation in the Graph api and SharePoint itself Editing of this type of document cannot be done with Office Online, it has to be done with the desktop app. ​ We strongly recommend that you replace  your old legacy template with a template based  on the current format.  ​ Creating a document from CRM works fine, but  when you try to edit the document,  you will   notice that you  cannot  do so. You must use Edit  document and Open in Desktop App NOTE: Do not use Edit and then convert, that will create a copy of the document and next time you open it from CRM the changes aren’t there. Opening a document from CRM works fine, but when you try to edit the document, you will notice that you cannot do so. You must use Edit document and Open in Desktop App NOTE: Do not use Edit and then convert, that will create a copy of the document and next time you open it from CRM the changes aren’t there. NOTE: The same applies if you open a document from within SharePoint​   ​   Admin Client​ - start the migration job SuperOffice SharePoint Documents needs to be fully configured before you can migrate to SharePoint. If not all preparations are completed - most likely there will be documents failing to be migrated. Once the pilot feature is activated, the SuperOffice Admin will get a new option in "Document library, under "Preferences" - to start the migration wizard. The configuration in the SuperOffice Admin is point-and-click. This is part i primarely to select the values of wich documents you would like to migrate You click the text to get started: Overview In the overview you can see ongoing and previous jobs. You can also see details for these jobs (se separate slide for the details view)​  Date – Date when the job was created​ Status​ NotStarted – the job is preparing and not started yet​ Templates Started  – Moving of templates has started​ Documents Started – Moving of documents have started​ Cancellation In Progress – Somebody has stopped the job, and the job needs to finish ongoing migration before stopping.  Cancelled – The job has been cancelled​ Completed – The job has moved all documents (and templates) with success​ Completed With Failures – one or more documents failed, but the job completed. ​ Failed – For some unknown reason, the job failed. Start – Date and time the job started​ End – Date and time when the job ended, shows a progress bar during ongoing job​ #moved – Counter for number of documents / templates that has been moved​ Source – show the selected source from Wizard Step 1 ​ Details – “Details” button​ Light bluish – Ok​ Light orange – some failures​ Light red – failed​ Click on the button to see details​ “Move documents” – starts the wizard. It will not be possible to start a new migration during running migration jobs​   Overview - Details view​ Summary section​ Shows the summary of the scheduled using the wizard. ​ Status section​ Shows the status for ongoing or completed job​ Shows the status for ongoing or completed job​ Status – “ status ”, where “ status ” is the same as in the status column in overview. ​ Migration:  Wizard​ General about the Wizard​ The wizard has 3 steps:​ ​Migration:  Step 1 – Select documents ​ ​Migration:  Step 2 – Review and test​ ​Migration:  Step 3 – Confirm and schedule job ​Each of these steps must be filled in or passed before you can move to the next step. The “Next step” button will be disabled until you have finished the step. ​ “Previous step” button takes you back one step. ​ “Cancel” button takes you back to the Status page. ​ In Step 3 you can start the job​   ​Migration:  Step 1 – Select documents ​ Pilot Limitation: Maximum 20 000 documents can be migrated per migration-job. A document-selection can either be used to ensure you don't exceed the limitation or as the source of which documents to migrate in a specific migration-job. If you plan to migrate more documents than this limit - you would need to execute multiple migration-jobs, each within the limit. In step one you select the documents you want to move from your “old” library to your current library. Date for “All documents created after:” defaults to 1st of January last year. ​ If you don’t want to move documents belonging to former employees – you can skip those by ticking on the “Skip…”​ See also general information​ ​   ​Migration:  Step 2 – Review and test​ Based on what was selected in Step 1, the wizard will run through some tests to make sure it will be able to move documents. ​ If one of these tests failed, we will provide you with an explanation and how to fix it​ Analyzing documents to be moved: ​ Identifying number of documents​ Counting all documents based on step 1​ Identifying number of templates​ First time, all templates will be counted​ Access to target document library​ Sufficient access in order to move documents to the new library​ Access to target template library​ Sufficient access in order to move templates to the new library​ Analyzing documents to be moved: ​Testing user credentials​ Checks if the we have credentials for all user in the selected documents​ Testing access for users without credentials (app permission)​ If moving documents with no credentials (ref Step 1 – Not skipping documents), authorizing an app for moving such documents will be needed (if not already authorized)​ Testing access rights for user groups (visible for)​ Checking if you have enabled visible for. Then testing that user-groups used by the documents being migrated are mapped to SharePoint domain groups​ Identifying documents to migrate.​ The result set after removing documents belonging to users without credential (if that is ticked) and documents belonging to users without credentials and visible for on document is set to “me” ​ Documents to be moved - estimates: ​ Total number of documents​ From step 1 – Selected documents​ Documents omitted​ Documents belonging to users without credentials and visible for on document is set to “me” are omitted. ​ Documents belonging to users without credential (if that is ticked) is omitted. ​ Documents already moved​ Documents already in your new library​ Documents to be moved​ The number of documents that will actually be moved​   ​ Migration:  Step 3 – Confirm and schedule job Summary section​ Gives a summary of the job​ Notes section​ We ask you to kindly notice these Notes​ Button – Start job now​ This button will start the migration job and you will return to the overview page and can see the progression of the job. ​ After you have migrated the documents, you will then open, edit your existing SuperOffice documents in Office365 SharePoint directly from SuperOffice. These documents can also be accessed by everyone in your company (if set up to do so), even those who do not use SuperOffice.   Job Details If documents fail to be migrated - there is a error log available to download. Send this to pilot@ and we can try to assist.
Frode Berntsen
2
1
25 Aug 2022 | CET 01:13 PM
Topic:
🔒 CLOSED! - SharePoint Documents Migration

Last reply

How to activate the system user / Apps for SuperOffice (SuperOffice Documents library app) You can't turn this on the first time you configure SharePoint documents. It must be fully configured first. Complete the configuration and start the wizard (Settings), navigate to step 3, and turn it on. Documents owned by users that does not exist in SharePoint, will get a new owner - SharePoint App (you can choose not to move such documents)​. These documents will also be in the folder "Other" if you have chosen Folder structure – user group. In order to moved these documents, we need a Global Administrator to authorize 'SuperOffice Documents library app'. This app has already been approved if customers are using Visible for (Groups and ..)​ Open "SuperOffice Admin" Go to "Preferences" Open tab "Document Library" Click "Settings" Go to "Step 3 - Groups and access" Click "Enable system user for storing documents in SharePoint" This is a one-time authorization and will only include the site you have selected for your SuperOffice documents. If you are a Microsoft 365 Global Administrator, you can authorize now – if not, you must copy the URL and send it to someone with that role of Microsoft 365 Global administrator in your organization.​ That user also needs to be in the owner group of the site (needs owner permission to the site in order to set Read Write permission)​. Complete the wizard to save. Appendix: SuperOffice Document library (app) ​ ​Scopes and explanations why our integration need it​ ​Delegated (on behalf of the global administrator user) ​ Used once for adding the app. Those permissions will not be persisted / saved.. ​ User.Read - Sign in and read user profile​ To sign in global administrator user. ​ Sites.FullControl.All - Have full control of all site collections ​ To add the SuperOffice Document library app in SharePoint. ​ Application (on behalf of SharePoint App)​ Matching CRM Visible for​ Sites.Selected - Access selected site collections ​ To read permissions on documents​ Files.ReadWrite.All - Read and write files in all site collections​ Delete and set permissions on documents​ Create documents on behalf of non existing SharePoint user (system user)​​
by Frode Berntsen
17 Mar 2023 | CET 09:21 AM
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Document Templates . SharePoint Template

We would like only to use the SharePoint integration for our document templates. SuperOffice Support refered to this Forum

CT

Charlotte Thorsgaard Frandsen
3
1
28 Feb 2023 | CET 01:56 PM
Topic:
🔒 CLOSED! - SharePoint Documents Migration

Last reply

Hi Charlotte, Thank you for reaching out. No - only storing the templates and not the files created based upon those same templates - is not possible. Once you configure the SharePoint integration - files created, will be stored in SharePoint - even though your templates are localted in CRM Online after configure to use SharePoint . - To move existing templates (and or some of your existing document) stored in CRM Online - you also need the 'SharePoint Documents Migration' feature: To get your SuperOffice templates in SharePoint: The SO admin must configure to use SharePoint The SO admin must sign up to join the Pilot Program for 'SharePoint Documents Migration' The SO admin must set up and run a migration job - this can be a single test-file - as when one or more documents are moved, all of the templates will also be moved. Then all templates, all files chosen to migrate (in step #3) and all new files created will be stored in SharePoint. Note: on step #1, the template-properties are changed for all templates - to store the file created in SharePoint. (This means the template-file itself is not moved in step #1, but in step #3 above.)
by Frode Berntsen
28 Feb 2023 | CET 03:26 PM
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Migrating documents from Microsoft 365 Document Integration (legacy) to SharePoint documents 2.x

Hi Is it possible to migrate documents and apply metadata to the documents that have been created with Microsoft 365 Document Integration, these documents are already stored in SharePoint. Documents that have never been stored in SoArc Online. Some customers have used Microsoft 365 Document Integration since they started using SuperOffice. We have done some test with a demo tenant that used to be configured with Microsoft 365 Document Integration and we enabled SharePoint documents 2.x. And used the migration tool to move documents. It worked to move documents, and as far as we can see, metadata have been applied. Is our testing correct? In some cases a customer might have Microsoft 365 Document Integration and documents stored in SoArc Online (signed documents). Is there a solution here? To move everything to SharePoint documents 2.x At some point DataBridge can perhaps be useful here, but at the moment you cannot import documents, when SharePoint documents 2.x is in use.  
Filip Witzell
2
0
19 Jan 2023 | CET 02:02 PM
Topic:
🔒 CLOSED! - SharePoint Documents Migration

Last reply

Thanks for the feedback.   "There might be signed documents or other documents that for some reason have not been stored in SharePoint legacy." - I assume this was stored in CRM while having SharePoint legacy configured. You may set where to store documents -  in the template-property (SO admin) to store those documents elsewhere. If this is elsewhere than via the document-plugin - and what is supported ie. via some custom scenario - it needs to be resolved case-by-case. We would need more details to be able to assist. "a customer might have two document repositories?" - Yes - You may set where to store documents -  in the template-property (SO admin) to store in / use multiple locations. "there are still unmoved documents in SO_arc Online" - I assume you refer to documents stored in CRM - which the 'sharepoint-documents-migration' is not able to move it to SharePoint V2. We would need more details to be able to assist. Send the json-error-log to us (pilot@..) and we can try to assist on why.  "The Migration tool can not move them, as that is "looking" to SharePoint legacy" - If the document-plugin support it - and you are able to open it from CRM - the 'sharepoint-documents-migration' should be able to read it too. One possible case would be if those documents is not owned by a SuperOffice-user that are not SharePoint-user, - there is an option to skip those: To include them - the 'sharepoint-documents-migration' will try to use the system-user to save it to SharePoint: Documents omitted​ Documents belonging to users without credentials and visible for on document is set to “me” are omitted. ​ Documents belonging to users without credential (if that is ticked) is omitted. ​ SuperOffice Document library (app) : Files.ReadWrite.All  Create documents on behalf of non existing SharePoint user (system user)​ Send the json-error-log to us, and we can try to assist on why. 
by Frode Berntsen
26 Jan 2023 | CET 10:39 AM
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New Beta release of the Mobile CRM client v. 10.2.7 - Support for CRM Scripts Tasks

In this beta version, v. 10.2.7, we have focused on continue the CRM script enhancements with support to generate a dialog from CRMScript triggers: Requirements SuperOffice 10.1.9 Android OS: 9.0 or newer iOS 13.0 Signed up to Mobile Beta Expected Release Date : 19 December 2022 (about 14 days period) Read more in the  Release Notes   Sign Up Mobile Beta To sign up as a Beta user and get the beta-version by opting-in simply by follow the instructions here: Android :  https://play.google.com/apps/testing/no.superoffice.mobile iOS :  https://testflight.apple.com/join/VaSLz5VC More details on how to sign up: How to sign up for the SuperOffice Mobile CRM beta-program?   Feedback We urge you to give your feedback during this period of the beta. Your feedback helps us identify issues, fix them and make the software even better. We urge you to test you current CRM Scripts on Mobile CRM, and we would love your feedback on how the testing went; both successful and any issues you encountered! How do I provide my feedback to SuperOffice? We have several ways for you to give us feedback during the testing: Pilot Forum  – this is the main communication channel to use. It is where we will inform everyone involved in relevant issues and is a place for you to post questions or provide feedback. You may receive answers from other customers, partners as well as our R&D resources. Pilot Forum:  https://community.superoffice.com/en/forums/pilot-program/ Feedback form  – there is a Feedback form which is available to everyone all the time  here . It can be an easy option to send us a message about anything you have tested. We want to know if you are particularly happy with something as well as hear about any issues you may encounter. Send us an email  – we have a dedicated mail address:  pilot@superoffice.com  you can use to send in your questions or comments. This may be helpful when you want to discuss issues particularly relevant to your installation and you don’t want to post on a forum.
Frode Berntsen
0
1
5 Dec 2022 | CET 01:08 PM
Topic:
SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)

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Support for CRM Scripts triggered dialogs You can define dialogs within CRM scripts that can be shown both in our web client AND in Mobile CRM. This means that you can write a CRM script that can trigger new customised questions or dialogs to the users.  In this way you have a whole new way of customizing the interaction with your users, tailored to the business logic you want to enforce. Learn how to create CRM Scripts with dialogs on docs.superoffice.com Class EventDataDialogDefinition Using dialogs in triggers Add new class EventDataDialogDefinition to use with EventData showDialog method
by Frode Berntsen
8 Dec 2022 | CET 02:53 PM
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New pilot version of Webtools for Windows

New pilot version of Webtools for Windows WebTools for Windows 12.0 - will be available tomorrow for those who are in the pilot program: Webtools for Windows We plan to have it running in pilot for a week, and if all works out well we will deploy it in production next week. Major features in this version are : New look - logos, icons, ... Based on .net 5 Various bugfixes and improvements Read our release notes to get the overview of all issues fixed. Distribution: SuperOffice Web will automatically detect new versions of WebTools and offer the user to update. WebTools can also be downloaded manually from the download menu inside SuperOffice. SuperOffice Win users will receive new versions upon upgrading the Windows-client. System Requirements: Pilot user / Signed up for "SuperOffice WebTools for Windows" Beta version CRM Online or SuperOffice OnSite Web 8.5 R06 (or newer)  Any browser supported by SuperOffice Optional: Microsoft Outlook 2007 or newer Optional: Lotus Notes 8 or newer Not a pilot user yet? How to sign up and download "SuperOffice WebTools for Windows" Beta version?
Frode Berntsen
3
12
13 Jan 2021 | CET 01:00 AM
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SuperOffice WebTools for Windows

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We will deploy a new pilot version of WebTools for Windows today: WebTools for Windows pilot release 12.7 Major fix in this version: Invitations from CRM creates an invitation in inbox Invitations from CRM gets replaced with the content of the clipboard SuperOffice CRM Online will automatically detect new versions of WebTools and offer pilot users to update. WebTools can also be downloaded manually by pliot users from the download menu inside SuperOffice WebTools for Windows 12.7 is planned released 11 November 2022.
by Frode Berntsen
4 Nov 2022 | CET 01:52 PM
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New Beta release of the Mobile CRM client v. 10.2.5 - Improved onboarding and login experience

New Beta release of the Mobile CRM client: Improved onboarding and login experience This version of Mobile CRM contains mostly under the hood enhancements. We need to do stuff in the background too to make sure you have a great experience when using Mobile CRM. From the things you can see we have changed the Login experience and introduced notifications for declined invitations. Highlights Support for notifications for declined invitations Improved onboarding and login experience Bugfixes and improvements Requirements:  This is minimum requirements. For latest added functionality you may need latest SuperOffice and an upgraded operating system on your device. SuperOffice 9.1 or newer Android OS: ver 9.0 or newer iOS: version 13.4 or newer Expected release: 01 November 2022 Read more in the Release Notes   Sign Up Mobile CRM Beta The Beta program runs for a week prior to every release. To sign up as a Beta user and get the beta-version by opting-in simply by follow the instructions here: Android :  https://play.google.com/apps/testing/no.superoffice.mobile iOS :  https://testflight.apple.com/join/VaSLz5VC More details on how to sign up: How to sign up for the SuperOffice Mobile CRM beta-program?
Frode Berntsen
0
0
27 Oct 2022 | CET 12:59 PM
Topic:
SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)