David J Pileggi Jr: Blogging to Make a Difference

Theory and Thoughts

These posts are made of my thoughts, ideas, observations and view points.

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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
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
Four people with butterfly nets trying to capture data.
Best Practices

Building a SharePoint List to Capture Microsoft Forms Data

Building a SharePoint List – Why? This question is legitimate if you want to know what is beyond the current functionality of Microsoft Forms.  It’s true that capturing data is what Microsoft Forms is all about.  However, we may need more than the downloadable spreadsheet with the captured data.  It Read more

By David, 12 monthsNovember 4, 2024 ago
Line of columns into the distance with sunset behind.
Theory and Thoughts

Imperative SharePoint Column Creation Best Practices

This post will help you whether you are building a site column, list column, or a library column.  The behavior is the same across the boards and includes some sound best practices.  We are going to look at changing the name of a column (in this case the Title column), Read more

By David, 1 yearOctober 16, 2024 ago
Banner with the word alert and a human with a red flashing light on my head.
Theory and Thoughts

MS SharePoint Alerts – The Most Useful Forgotten Feature

Despite the desire to be alerted to additions, changes, or deletions in Microsoft SharePoint or Microsoft SharePoint Online, I am completely surprised at the fact the alert is not used nearly as often as one might think.  Now I completely understand in this day and age, the number of emails Read more

By David, 1 yearSeptember 30, 2024 ago
Microsoft Form falling apart into a puff of smoke.
Best Practices

Microsoft Forms Most Forgotten Best Practice

Most Common Process If you are reading this, you most likely have created a Microsoft Form in M365 and are curious about what you may have forgotten.  Most people go to Microsoft Forms, click create a form, build it out, test it, then send out the link by hitting the Read more

By David, 1 yearSeptember 3, 2024 ago
Banner Image of person looking over documents representing SharePoint Online Security.
Theory and Thoughts

Understanding SharePoint Online Security for the non-IT Worker

We are now at the point where RTO (Return to Office) policies are in full swing.  The concept of a hybrid work environment is the new norm for businesses around the world.  One of the things that many non-IT professionals find themselves having to deal with now is understanding how Read more

By David, 2 yearsOctober 23, 2023 ago

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Active Directory (AD) Alerts Best Practice Best Practice Conference Business code columns Communication configuration CRM data debug Delve filter Forms Governance index library list Loop M365 mashup meetings Microsoft Microsoft Office 2010 Microsoft Teams O365 Office Hours OneNote Outlook Pandemic Planning Power Apps Power Automate Security Session State database SharePoint SharePoint Health Analyzer SharePoint Onpremise Social Connector URL User Profile Synchronization Service view Washington D.C. Work from home
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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