David J Pileggi Jr: Blogging to Make a Difference

David

Last collab puzzle piece being put in place by a man.
How To

CRM Mashup – Part 4 – Combining the Parts to Make a Solution

Introduction to Mashup Solution Creation Up to this point in the series, three different SharePoint lists have been created to build the mashup solution: Customers, Customer Contacts, and Interactions. These lists were built with explanations around their significance in the bigger picture. The steps to create a mashup solution will Read more

By David, 2 weeksOctober 7, 2025 ago
Interactions list banner with collab icons.
Theory and Thoughts

CRM Mashup Part 3b – Capturing Interactions

Introduction to Capturing Interactions This is the second take on how to capture interactions with clients in the SharePoint mashup CRM this series is building.  The previous post talked about using the append feature of multi-line text fields in a SharePoint list.  The first idea using append had both pros Read more

By David, 1 monthSeptember 16, 2025 ago
Individuals catching different icons to show append.
Theory and Thoughts

CRM Mashup Part 3a – Using Multi-line Text with Append

Introduction to the Append Choice When working with SharePoint, there are often situations where there are multiple ways to accomplish the same task.  The reason why this post is Part 3a is to explore two possible solutions to capture customer interaction.  This post examines the utilization of the append feature Read more

By David, 2 monthsAugust 20, 2025 ago
word customers drawn in the sand for CRM series
How To

Building a CRM Mashup Part 2 – Customer Contacts

Introduction – Customer Contacts This series of posts is building a CRM using the concept of a Mashup by utilizing out of box SharePoint capabilities.  In this post, the setting up of the custom list, Customer Contacts will create another necessary part.  Each individual part of this series may seem Read more

By David, 3 monthsJuly 15, 2025 ago
Glowing creating a loose mashup
Out of Box Twists

The Mashup in SharePoint is a Powerful Solution Builder

Forward SharePoint is beyond a file repository, and this post is just the beginning of showing you what SharePoint can do for you. When asked what SharePoint is, many who work with it will tell you it is a great place to collaborate on files. A great place for collaboration Read more

By David, 5 monthsMay 14, 2025 ago
hammer breaking computer bugs
How To

A Powerful Trick Debugging Power Apps Bugs Like a Pro

Debugging Power Doesn’t Have to Be Overwhelming For anyone who isn’t a professional coder, programmer, or tech wizard, tackling debugging Power Apps can be quite frustrating.  Due this seemingly unscalable wall, many great ideas have died on the vine.  For those who have ventured into the world of Power Apps, Read more

By David, 8 monthsMarch 1, 2025 ago
road towards the horizon with numerous warped clocks
Theory and Thoughts

Simplifying Power Apps Dates Makes Users Happy

Frustration With Power Apps Dates The manipulation of dates in Power Apps can be a source of irritation for both developers and business users alike. Developers often grapple with the complexities of date handling when working with databases or SharePoint lists, while business users might find themselves at a loss Read more

By David, 9 monthsFebruary 1, 2025 ago
the word "data" coming out of a magic hat
Best Practices

A Trick to Obtaining Good Data Using Microsoft Forms

There are a lot of cliche sayings when it comes to obtaining good data. Data is out there, it is plentiful, but is it any good?  When it comes to making decisions using data or understanding data in general, there must be a trust that the data is good.  Bad Read more

By David, 10 monthsDecember 31, 2024 ago
man helping woman climb up an oversized phone
Best Practices

Using Co-Organizers for Meetings is a Must

It is imperative that you use co-organizers for meetings that are important, repeating, or for a team member.  Through video conferencing it allows us to connect with people around the world.  Most information workers have created numerous meeting invitations to create human connections.  For some workers, they have been asked Read more

By David, 11 monthsDecember 6, 2024 ago
Robot capturing the word data with lasso of light
Configuration

Using Power Automate to Collect Microsoft Form Data

Using Power Automate to collect Microsoft Forms data and place it into a SharePoint list will take your business to a new level of data utilization. This post is going to take you through the process of building a Power Automate to collect Microsoft Forms data and place it into Read more

By David, 11 monthsNovember 15, 2024 ago

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Latest 5
  • CRM Mashup – Part 4 – Combining the Parts to Make a Solution
  • CRM Mashup Part 3b – Capturing Interactions
  • CRM Mashup Part 3a – Using Multi-line Text with Append
  • Building a CRM Mashup Part 2 – Customer Contacts
  • The Mashup in SharePoint is a Powerful Solution Builder
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