575 – Who’s meeting?

Posted on April 9, 2021 (Updated July 14, 2022) by ewand

Organising a meeting in Outlook means sending out requests to participate – effectively you’re creating an appointment or event in your own calendar, then converting into a meeting by inviting other people to join you. If you’re putting something in your diary and want other people to know about it, but without expecting them to join you (eg you’re going on vacation and presumably don’t want your teammates to tag along), simple tricks can reduce the annoyance you might foist onto your co-workers…

Create a separate appointment for sharing (rather than forwarding one already used to block out your own calendar)
Under Response Options, clear the default “Request Responses” option, so they don’t need to respond
Set Reminder to None so people don’t get a notification fired, unless you think you’re important enough to make sure they know at the time, that you’re away
Show As: Free, so your appointment doesn’t block out their calendar and get in the way of other people who are trying to book proper meetings with them. Think of this as an FYI for colleagues’ calendars.

Who has responded? Have most people declined?

When you open a meeting you’re organising and which you do want people to respond to, you’ve always been able to see (in the Tracking tab) how many people have accepted or declined etc. A couple of years back, Outlook added the feature of Tracking if you’re an attendee, so anyone in the same tenant as the organizer can see who else has accepted etc.

If you are organising or attending a large business meeting with lots of attendees, it’s useful to be able to slice and dice the attendees more effectively – have most people declined and should I move the date, for example – click on the big Copy Status option at the top of the list.

It’s now easy to paste the info into a blank Excel sheet, and before even changing selection, hit the Format as Table option on the Home tab; confirm the selection area is OK, tell it you want to add a header row and choose a style that suits.

If you right-click the table and select Table > Totals Row then if you filter the headings – like the responses, for example, you’ll be able to quickly see how many Accepted, Declined and so on.

What could be interesting, too, is showing attendees names alongside their role, department, which office they’re from, their actual email address etc…

Well, thanks to the magic of macros, use this Address Book Resolver spreadsheet, and just paste the responses from the Copy Status… step into cell A1, then hit the Resolve button.

Some attendees might be external users (so won’t be known to your address book), and some of the names in the first column might not be unique enough to resolve, and will be highlighted (alongside external users) by a red Unknown in the Job Title column.

If you manually look up an unresolved internal user in the Outlook address book, and find the correct alias name for that person, paste it into the first column instead of their name, and re-run the Resolve function.

To use this sheet for resolving any list of bulk display names or alias names, just paste them into column A (and hide Columns B and C if you’re not using the output from a meeting invite tracking list).

To prepare the spreadsheet for use, download the Address Book Resolver file as above (here it is again). Open the ZIP file and open the enclosed XLSM file or save it somewhere on your machine, then open it. Make sure you Enable Editing, then Enable Content so you can run the Macro that does the lookups.

This is an evolution of the Alias resolver sheet posted back in ToW 417.

566 – Who’s Better, Who’s Best?

Posted on February 5, 2021 by ewand

A little over 10 years ago, a then-Microsoftie called Philip Su rolled up his sleeves and wrote a website that helped him – and others – to traverse the corporate organisational structure; over time, other people and teams added functionality and even depended on the service, to the extent that it was eventually picked up by the IT function and supported as a corporate tool.

“Dr Whom” (sic) showed profile pictures of people along with reporting hierarchy and other contact info gleaned from the corporate directory, alongside self-provided stuff like what projects you were working on or what interests you.

There are plenty of other ways to look at corporate structure and profile information, assuming they’re correctly defined in the directory – there’s the /who app in Teams, for example, as featured in ToW #487, and there’s also a quick way of looking at someone’s Org chart by entering /org in the search bar on Teams – the quick way being to press CTRL+E to jump to the Search bar, then type /org [TAB] name (or enough of the name to have your target showing at the top of the list) then [ENTER] to jump straight to the Organisation tab of their contact.

You can find the same information in desktop Outlook by opening someone’s contact or profile card, or in the Microsoft 365 “People” web app. Outlook & People bring together both a corporate directory and your own personal contacts list. Did you know, incidentally, that the silhouette shown in Outlook 2010 for a new contact (if you didn’t provide a photo) was based on an infamous photo of a well-known business leader?

But inside MS now, Dr Whom has been succeeded by Who+ (accessible to FTEs), which brings much tighter connections with LinkedIn, giving more of an emphasis to discoverability for networking internally, finding new career options and the like.

One question not listed in the Who+ FAQ is, “Will Who+ be available to customers?” – and the answer is: no, not yet – it’s just a Microsoft internal tool for now.

One reason may be the recent announcement of Microsoft Viva – an employee experience platform, which appears to be an amalgam of existing Microsoft 365 services (Teams, SharePoint, Yammer…) with LinkedIn, and a load of forthcoming new functionality plus 3^rd-party services and tools.

Back in September, it was announced that Microsoft was working to try to help employee burnout during the pandemic, and partnering with mindfulness experts Headspace was one example bringing in external content. Satya talked with Headspace’s Andy Puddicombe during the Ignite 2020 keynote.

Most of the Viva platform is still in development, but some applications – like Insights – are being repackaged as part of the initiative.

Check out the Viva Insights app which should already be visible in Teams – click the Apps icon in the Teams bar on the lower left, and search for Insights to add it. Insights helps to surface things from your email, and also identifies time that you could protect as Focus Time – so you don’t get interrupted.

Thinking about naming, make sure you don’t confuse Viva with the 1970s saloon from Luton (as El Reg pointed out) or its revived but short-lived modern snooze-box cousin. Or with paper Mexican donkeys. Or that song by the well-known crooner. Just visit http://aka.ms/viva to find out more.

564 – Do Mention It

Posted on February 1, 2021 by ewand

One of the features in Office apps that has come to the fore in recent years is the concept of @mentions – something that started in the early days of Twitter. The use of the @ before someone’s name lets you quickly tag them to a piece of content, and in some cases gives them a proactive notification that you’re trying to reach them.

Exactly how the notification occurs differs slightly depending on the medium – in Yammer, for example, starting to type someone’s name after an @ sign will give you a picker to choose which person you might want to tag; pressing TAB will accept the name at the top of the list, and cc: that person to the specific post you’re making, so they’ll be notified in Yammer and possibly by email too. If you know someone’s alias then you can quickly type @aliasTAB to tag and accept them. You can also use mentions in comments within Office documents.

The same behaviour is commonly available in Teams as well, though it may be more limited as to who you can mention – in the chat for a meeting or in a Teams channel, you’ll typically only be able to @mention the people who are taking part or who are already members of the team. Like other uses of the @mention idiom, tagging someone will insert their full Display Name, as defined in the Microsoft 365 environment (or the address book if you like) – which can make mentioning people in a chat feel a little directorial or formal, especially if the format of their display name is something like FamilyName, GivenName (DEPARTMENT).

In most uses of the mention, you can edit the full name of the person, though it’s not quite consistent how to do it – in Teams, for example, merely pressing backspace (after the display name has been resolved) will remove the last word … so if you want to tag a colleague and their display name is Jane Doh, then a quick tap will reduce that to simply Jane. If they were Doh, Jane (IT) then it’s a little more complex to lose the formality – holding CTRL+SHIFT while pressing the left arrow will select a word at a time, so you could ditch the last part of the name then simply CTRL+Left arrow would skip the middle part, then CTRL+SHIFT+Left arrow/Delete will remove the first part again.

Lesser platforms might allow a user to set a nickname that is used in place of their display name; that’s not (yet) an option in Teams etc, though in Outlook when you mention someone, you could insert a nickname in-between other names then remove the original ones, leaving only the short name you’ve added, but still hot-linked to their contact card etc. It’s a bit clumsy but might be preferable to calling them by their more formal name.

Entering a mention in Outlook also invokes the person by adding them to the To: line of the message and will show up in their default inbox view, indicating mails which mention them specifically.

You can’t sort by that special field, but you can filter the inbox to only show you the mails where you are being called out. Handy when people have a habit of assigning you tasks in an email, assuming that you’ll read it…

Just click the sort/filter option found to the top right of your Inbox or other folder, and choose Mentioned Mail to show only messages where you are mentioned.

As with all such features, it works for some people and work cultures/environments better than others. For some external best practice guidance, see here or here.

557 – Making URLs more friendly

Posted on November 24, 2020 by ewand

The URL – Uniform Resource Locator, to give its full name – is familiar to everyone as a way of accessing their favourite sources of online titillation, propaganda and knowledge. Most people pronounce the term “yoo arr ell” though some stick to calling it Earl. Few “regular” users have any idea what magic occurs behind the scenes when you enter an address in the browser.

Early browsers might have been pedantic about the user entering the protocol into the address box, since the application wouldn’t know if you wanted to use ftp, gopher or this new-fangled http thing to try to open the page. So you had to spell out the whole address – with the right number of slashes and colons, sometimes even having to get upper and lower case parts of it exactly correct – or just get denied.

Of course, it’s easier to enter URLs these days – a good proportion of end users just type the thing they’re looking for (eg “bbc news”) into the address bar, and it will search on their favourite engine to display a list of results upon which they then click. Others will know that if you enter a term in the address bar and press CTRL+ENTER, the browser will add the www and the .com to either side of it, and on Chrome, the address bar even hides the display of the https://www bit.

Still, pasting a URL into a document or email can sometimes look messy, especially if it’s a link to a file on a Sharepoint or Teams site. Public websites sometimes will have an address which tells the story – like https://www.upi.com/Top_News/Voices/2020/11/19/SpaceXs-Starlink-satellites-are-ruining-stargazing-for-everyone/9351605790233/ – but a new feature in Edge browser aims to make things a whole lot more friendly.

In the latest versions of Edge, instead of pasting the raw address (with all of its slashes, symbols and numbers), when you add a URL into an Office document, the link will use the title of the page as the “text to display” instead of the URL itself. As a result, the UPI story above would look like “SpaceX’s Starlink satellites are ruining stargazing for everyone – UPI.com”.

When pasting a link to a shared document, instead of it showing up like https://microsoft.sharepoint.com/:b:/t/Store%20Planning%20Team/EX3o-R5PRT5Kk-Ndmh5GKFgBx0OfjIWI9d4CGT4nZGi0Dw90980 or similar, Office apps will try to fetch the source document’s details and render its name as the displayed text, hiding the URL under it:

If you’re sending the link in an email, it will even check if all the recipients have permission to open it, and offer to help you fix that by changing the permissions or by attaching the document instead of a link to it. This might even realise the dream that one day, people will stop emailing documents to each other and instead will use proper collaboration tools. We can but hope.

If you’d rather keep the raw URL, paste it into your document using the Paste Options / Text only choice. If you don’t like the new feature, you can switch it off in the Edge settings – navigate to the Share, copy and paste settings, or just enter edge://settings/shareCopyPaste into the browser address bar to jump straight there.

This useful feature was a preview in the Edge beta, but is now part of Edge 87 that released last week.

One potential side effect, though, is if the website you’re looking at doesn’t properly manage its page title (as displayed in the browser tab), it could paste as the wrong thing: some sites might set the title when you search for something, but then not set it properly when you click through into the results. You can always right-click the link and Edit Hyperlink to fix the issue if that occurs, and hope that enough people complain to the site owner so they fix it.

555 – checking Accessibility

Posted on November 6, 2020 by ewand

The word “accessibility” has been used for decades as a catch-all for how people of differing abilities can interact with their surroundings, and often applies to technology which can help to overcome barriers. It’s very easy to go about your day with no thought to how others could be affected by things that you don’t even notice, whether as a result of actions you do or just objects you encounter. Design plays a big part in helping people who have disabilities or who may find certain things more difficult, and good design means that assistive technology does not get in the way of anyone who doesn’t need it.

These technologies often spawn wider usage in unforeseen ways, and in many cases are developed not for goals of making a fortune or having global influence, but to help a particular individual:

Polymath Ray Kurzweil is credited with inventing Optical Character Recognition (OCR) in parallel with other innovations in text-to-speech software and flat-bed image scanners, with the goal of helping visually impaired people to read books. He was inspired by sitting next to a blind man on a flight.
Jim Thatcher at IBM developed the first screen reader software for the PC, because his tutor and friend was blind. He went on to champion accessibility throughout his career.
“Father of the internet” Vint Cerf, a key player in designing TCP/IP and developing email standards, is himself hearing impaired and his wife was deaf for 50 years – they were said to use text on a computer screen to communicate, before email even existed.

Microsoft has a long history in pushing accessibility technology – Windows 95 was the first operating system to ship with accessibility options built in, and has developed a variety of tools and platform services aimed at developers. Windows 10 has many built-in options, grouped mainly under the Settings | Ease of Access applet.

You can jump straight to many of the settings applets by running ms-settings:easeofaccess-keyboard or ms-settings:easeofaccess-speechrecognition and so on.

If you don’t need to use assistive technology yourself, it’s good practice to think about how your work might impact people who do – and there’s a tool built into Office applications which will give you tips to make sure your document or email is suitable for users with accessible needs, such as having the contents read out by the machine, or making sure there’s adequate contrast in text colours, for improved reading ease.

The Check Accessibility option on the Review tab in Office apps like Word and Outlook, should be run just as you’d check the spelling of a document when you think it’s finished. The tool will give you a series of recommendations with guidance as to why it may be better to change aspects of the document. Not every one will be viable – you may want to have images in a particular place on the page, for example, rather than just in-line with text – but many are quick to correct.

If you’ve inserted graphics or charts, for example, then it’s worth adding “Alt Text” to describe what it is, so screen-reading software can read your description of what it is. Right-click on your image to add the text, or have the PC generate a description for you – sometimes with amusing results…

Thanks to Jon Morris for providing feedback on ToW #554, about email signatures – Jon rightly points out that many of us have tiny logos (Twitter, LinkedIn etc) or other icons in our email .sig, but don’t have Alt Text on them.

One call to action would be update your own sig to add Alt Text, or to mark the images as decorative so screen reader software ignores them.

For more tips on how to write documents which are more accessible, see guidance from Microsoft or from the University of Washington. Some resources for developers or web page designers from the UK Gov, with plenty of links to other sources – Testing for accessibility – Service Manual – GOV.UK (www.gov.uk).

554 – Outlook signatures shortcut

Posted on November 2, 2020 by ewand

Email signatures – or .sigs – were once an important means of self-expression. As email exploded in use and became established as a de facto means of business communication, its use as a social tool has diminished in favour of a myriad of social networking and real-time comms tools. So the .sig of today is less about showing a funny, clever or inspirational quote and more about legal disclaimers and providing your own contact info.

Still, having your LinkedIn photo (and a link to your profile) along with salient information makes a lot of sense, especially when emailing someone for the first time. You can edit your signature in Outlook directly, by going to File | Options | Mail | Signatures, though you may find it better to do the creative stuff in Word, then copy/paste the results into the Outlook dialog.

If you feel like freshening up the signature you use, there’s a nice template document with 20 sample signature designs to give you inspiration, here, and some instructions on how to make best use of it, here.

The signature that you create is stored by Outlook as a collection of files in a folder on your PC – if you want to look and see, press the Windows key to bring up the Start menu, paste %appdata%\microsoft\Signatures and hit enter. There was a previous Tip (ToW #267) on how to set up synchronisation between multiple PCs using OneDrive, if that kind of thing is of interest.

By default, when you respond to an email in Outlook, it shows the reply in the main Outlook window, in the preview pane location – a feature that you can disable if you prefer to open in a new window. Go to File | Options | Mail and scroll down to find Replies and forwards.

When sending mail in a new window, you get the full ribbon menu of options, which includes the ability to insert your signature in the message – handy if you have it set to not include by default (eg in replies, where you might not normally want a full signature).

If Outlook is configured to write replies in the main window, you don’t get the Insert menu, so you’d either need to Pop Out the message into its own window, or you could start typing sig in the Search box at the very top of the window.

The search box will show you a bunch of content from search results as well as relevant actions from the many menu options in Outlook – it can jump to pretty much every feature, if you can’t remember where to find it otherwise.

The Signature action is the same as the menu option which lets you choose from one of a number of possible signature blocks to insert – in this example, there is only one, called .sig.

Finally, if you regularly need to insert your signature, you could add it to the Quick Access Toolbar in the main Outlook window. Just click the downward arrow at the right side of the QAT (in the top left of the window bar) to Customize it, and select More Commands to find the right one. Change the drop-down box to All Commands then scroll down to find Signature then click the add button to put it on your QAT.

Now, when you’re replying to an email in the main Outlook window, the insertion of your signature block is only a couple of clicks away.

552 – snip snip, cap cap

Posted on October 24, 2020 by ewand

One of the more popular Windows utilities, especially amongst people who need to share instructions on how to use other software, was the Snipping Tool. It lets you capture all or part of the screen, which means if you want to paste just a section of a screen dialog or menu into a doc or email, it’s very useful. For anyone writing user documentation, or even sending weekly emails to thousands of people for years and years, it’s a handy tool.

It was announced a couple of years ago that the old Snipping Tool that was part of Windows was to be retired – in fact, it’s still there (following lots of user feedback, akin to the Save the Blibbet campaign) but its successor – the Snip & Sketch app – offers more functionality and is included with current versions of Windows 10. Invoking it with the WindowsKey+SHIFT+S is the quickest and simplest way to grab some or all of the screen, and if necessary, draw or annotate on it, save it as an image file and so on.

There are other screen capturing tools, of course – OneNote had a precursor feature which could be used to do much the same as Snip & Sketch, and even used the same shortcut key. OneNote makes such a great destination for screen grabs that the Clipping option is still there in the trad. version, and of course both variants can be the destination for something that’s been grabbed to the clipboard using Snip & Sketch.

There’s also the super-handy OneNote Web Clipper browser extension, which lets you grab web pages to add to your notebook with a couple of clicks.

Now the Edge browser is going to add some web capture capabilities natively – currently in testing and rolling out to a subset of Insiders, there will be a new menu option to grab a section of a page, including the ability to scroll down the page while capturing (rather than just grabbing what’s on the screen).

Eventually, the new Edge will adopt some of the functionality that legacy Edge had when it comes to annotating web pages with ink, adding notes to pages etc – but the forthcoming web capture is a first step. Note – if you use Mouse Without Borders, it already has the CTRL+SHIFT+S keyboard combo in use, so you’ll need to change that…

548 – A-List listings

Posted on September 23, 2020 by ewand

Updates flow to Microsoft 365 on a regular basis – there’s a published list of all the minor and major changes that are launched and on their way. As well as improving the current user experience and adding new features, occasionally whole new offerings are added – such as Microsoft Lists, which first made an appearance in July.

Lists gives an easy way of creating, sharing and managing lists of custom information within a team – tracking issues, recording assets, anything in fact, that might have used a shared spreadsheet to do it in a low-tech way. Lists was announced to provide a modern-looking, consistent way of managing lists through a variety of front-ends – including mobile apps, to come later this year.

You should be able to see Lists from the menu on Office 365 web apps – start at www.office.com and sign in with a business Office/Microsoft 365 login and the new icon will give you access to Lists – get started here.

Just like sharing forms or doing task management, there are often numerous ways to do the same thing – and in days of yore, that would have meant several competing and incompatible technologies, encouraged to fight it out with each other to try to ensure that the best one wins. Nowadays, with a more collegiate mindset, consistent ways of doing things show up in different user experiences – like To-Do and Outlook, StickyNotes and more. Expect deeper integration across other apps in due course

The new Lists experience is essentially just a great UI built on top of a mature back-end; SharePoint Lists, which have evolved over the last 10+ years, allowing the definition of custom columns and rules to validate data entry.

One new frontier is to integrate the new Lists UI into Teams; if you have ability to administer a Team, you will see an “add a tab” function alongside the Posts / Files etc tabs that are typically presented.

Adding a List tab will then walk you through a process to either choose an existing List (by entering the URL of the SharePoint site that hosts it) or by creating one by importing a spreadsheet, starting from a number of templates or by defining it from scratch

Have a play with Lists and think about how your team could use them in place of spreadsheets.

Microsofties: There’s an internal story about how Lists came about, and looking forward to where it’s likely to go in the future.

Check out Paul Thurrott’s excellent introduction to Lists. And there’s even a Lists Look Book.

547 – I Stream a stream

Posted on September 11, 2020 by ewand

Popular subscriptions services which deliver on-demand content, rather than recording or otherwise acquiring it in advance, are killing off CD and DVD sales. Every generation sees a new technology upset the old – the 1980s MTV video vs the 1970s “taping from the radio” for example.

Streaming technology has risen with the availability of high-speed, low-latency internet access, allowing users to play on-demand – rather than watch or listen at the time a broadcaster decides – and is wiping out the need to record live TV to watch later, maybe even obsoleting the concept of broadcast TV.

Perhaps the next vanguard is the gaming industry – as Microsoft and Sony get ready to launch next-generation consoles, buying a disc-based game to install and play will soon feel as old-hat as going to Blockbuster to rent a VHS for the night. Streaming games on-demand as part of a subscription service may be norm, rather than buying and owning a title outright. The console isn’t the only destination, though – streaming to mobiles is on the way.

Xbox Game Pass Ultimate subscribers will soon be able to start using “Project xCloud” (the code name, now simply known as “cloud gaming”) services, which basically run Xbox games in Azure, and stream the video & audio down to a mobile device, initially an Android phone or tablet, but also supporting Windows PCs in time. There was a plan to allow cloud gaming to work on iOS too, but that has been scuttled – Apple says no. Maybe something to do with the App Store revenue stream, though the company made some blah-blah about the store being all about a curated quality of applications. Of course it is.

Back in the workplace, streaming takes a different form, from virtualizing and delivering applications on-demand to running whole desktops somewhere else and displaying the output on a remote screen, not unlike the old mainframe/terminal model. And of course, there’s streaming of other types of media besides applications.

Many users will first encounter Microsoft Stream, the secure enterprise video service, if they’re using Teams and see a meeting has been recorded – usually, when the organizer hits the button, a link to the recorded video will be dropped into the chat window of the meeting.

If you miss that, or weren’t at the meeting in the first place but want to catch up, try going to microsoftstream.com and search, either by the name of the meeting, or by looking under People for the name of the organizer where you’ll see all of their content. If you’re recording a load of meetings yourself (like a training series, or a monthly team call) then it might be worth creating a channel and adding those recordings to make it easier for people to see related content.

Unfortunately, you won’t get paid millions of dollars and given tons of free stuff but you might get some sort of corporate kudos and recognition.

Stream is ultimately replacing the earlier Office 365 Video service, though isn’t yet fully feature compatible: see a comparison of the two, here.

It’s not just for storing recordings of meetings in the hope that people who couldn’t be bothered to turn up the first time will somehow tune in to watch the re-run; you can create new content and upload that for your colleagues to view, too.

You could use the Record a Slide Show feature in PowerPoint, to make an (editable) recording of you giving a presentation and publishing it, or if you’re just looking to do something quick and easy (up to 15 minutes in duration), you can even kick off a screen-recording (with audio and video) from the Stream site directly.

When you publish your video to Stream, it’s worth making sure you’re making it visible – depending on how you’re set up, it may be limited. Go into My Content and look for the coloured icon showing the permissions. Click on the pencil icon to the left, to edit the video properties, including setting the permissions or adding it to a channel. For more about managing permissions on Stream, see here.

One thing to note, is that if you have remote participants in a Teams meeting – customers, partners etc – then they won’t be able to see the recording you make; the Stream service is limited to your own organization, as defined by the Azure Active Directory that’s used to authenticate you. If you need to be able to share the video with others (making sure you’re not breaking any rules, obvs), then you may be able to download just an MP4 video file – none of the other metadata, captions, transcriptions etc that you get with Stream, it’ll just be the main video – and at least make that available separately.

Maybe record it to a VHS tape and post it to them?

543 – Dynamics CRM and Outlook

Posted on August 14, 2020 (Updated August 27, 2020) by ewand

Customer Relationship Management or Customer Engagement, whatever you call it, is a huge part of the IT industry, powering repeated companies to multi-billion dollar valuations. CRM gives companies a way of tracking customer touch points and connecting people together, powering sales teams to track their opportunities and leads, as well as a way of managing GDPR compliance with respect to contact information.

Evolving from personal and then group contact management software in the 1980s, CRM came of age in 1995, with Oracle refugee Tom Siebel establishing Siebel Systems as the early market leader, and eventually acquired by Oracle.

Microsoft deployed Siebel in the late 1990s, initially requiring a “fat client” installation complete with a local Sybase SQL Server on everyone’s PC, so they could sync data from the central Siebel system, then eventually moving to be browser-based. One MS sales manager coined the moniker “IIIInSIDE” – If It Isn’t In Siebel, It Doesn’t Exist – giving sales people nowhere to hide when it came to reporting pipeline of opportunities they were tracking.

Mark Benioff, another ex-Oracle exec, set up Salesforce.com in 1999 to not only establish SaaS as a viable way to deliver “line of business” systems (as part of the first Application Service Provider boom, which was largely wiped out by Dot Bomb), but to ultimately eclipse his former employer in terms of market value. Time also moves on – now that Salesforce is the big dog in the CRM world, there are lots of competitors snapping at its heels… Pega, Zoho and many more.

Not least, Microsoft – the Dynamics CRM business (now part of Dynamics 365 Customer Engagement) is growing fast, and even courted the “Father of CRM” to choose D365 for his new enterprise. If you use Microsoft’s Dynamics 365 CRM as part of your job, and use Outlook on your PC for mail, calendaring and contacts, there’s a handy way of connecting the two.

Dynamics Connector for Outlook

There have been several versions of a way to link Outlook and Dynamics together; the latest, Dynamics 365 App for Outlook, will fully supplant earlier versions in October 2020. See the admin guide for more on what the connector does and how it works. The installation can be a little clunky first time, though – you’ll need to install the connector software from here, which starts by downloading and extracting the setup files to a folder on your PC.

Make sure you’re getting the right version for your copy of Office – to check, in Outlook, go to File | Office Account | About Outlook and look to see if you have 32 or 64 bit version installed.

If the latter, download the amd64 version of the client and the first major update package, otherwise download the i386 one.

Once you have the base version installed (a process which takes a good few minutes: you also have the option to enable offline usage, which means setting up a local database to hold the content), don’t bother starting it yet – go straight ahead and run the update to the current version (strangely, a larger download than the original install). Once that’s downloaded and installed, you’ll need to restart Outlook if it’s running.

On first run, enter the normal URL you’d use to access CRM – after a few minutes of configuring the addin you should be good to go.

You’ll see a new Dynamics 365 tab on the main menu, offering a variety of CRM-specific activities.

Arguably, one of the most useful and obvious (given that you use this data all the time in mail) is managing contacts for your customers – Outlook is a great way of pushing them into CRM.

Start with an email – the Dynamics 365 app adds context-sensitive commands to the Outlook UI, so with a couple of clicks you can track an email in CRM – copying its contents into the Account record, so others can see that you sent or received it.

If you right-click on an email address in a message, calendar appointment etc, and Add to Contacts, you can then sync that with Dynamics in a couple of clicks…

… meaning there’s no excuse to not have your important contacts listed in CRM.

You can even match the contacts’ LinkedIn profiles, and create an org chart of all the listed contacts.