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.

542 –Excel Special Paste

Posted on August 7, 2020 by ewand

Anyone who spends an amount of time preparing spreadsheets in Excel, will be familiar with the frustrations that can come from cut, copy & paste. You need to know what the source of a cell is before you know how it will behave if you copy and paste it somewhere else, even to another sheet.

As an example, if you took the small table below and wanted to copy and paste the calculated values on row 4, you’d need to deal with the fact that the formula will change – offsetting the D and the 2 reference to wherever you paste it (eg if you pasted the copy into E4, the formula would be =E2-E3) – normally, a powerful and useful function, but a potential nuisance.

You could decide to paste just the value itself (which means that if the values in D2 and D3 changed, cell D4 would be recalculated but your copy would not), or you could copy the cell, then copy original cell’s formula and paste that into the formula of the destination cell.

There are lots of “Paste Special” options, which will vary depending on what kind of data is in the clipboard. Right-click in a destination cell and the Paste Options menu will surface the commonly used variants, or click the arrow by Paste Special to see all the others. Move the mouse over that pop-up menu and the rest will fade away.

An older UI for selecting the options is available if you click on the Paste Special… command at the bottom of the pop-out, or by pressing CTRL+ALT+V to pop out the Special dialog.

Transposing

One of the more particularly useful features of Paste Special in Excel is the Transpose option – if you select and Copy a row of data then Paste / Transpose it, the data is rearranged as a column (and vice versa). Great news in many cases, but if you want to paste cells and keep the original formulae (without resorting to using absolute references formula references using $ in the formula itself, eg setting =$D$2-$D$3), there are no default options to transpose the orientation of the cells but not change the formulae.

One trick if you ever find yourself in this position, is to bulk change the formulas so they won’t get modified when you paste the cells; do a Find & Replace to change = to something like #=.

After pasting and transposing, reverse the process to restore the formula.

NB: this can be a little hit and miss depending on how you’re using cell names or references – you may find that it’s more reliable if the reference is made to a cell on a different worksheet.

It’s an edge case but could save you lots of time if you need to do it.

For most of us, getting to grips with shortcut keys in Excel would make things more productive – as well as numerous combos of CTRL-something, there are simple keys (like pressing F4, which repeats the very last command … so if you’ve just coloured a cell yellow, move the cursor to another cell and hit F4 to make that one yellow too… if you’re doing very repetitive things, this can save so much time).

There are also more complex sequences; press the ALT key in Excel (and other Office apps, too) to see the key combos that invoke each command group on menus or the Ribbon – if you can’t remember the shortcut, just press ALT then the key for the menu you want, then the key on the menu that equates to the command you’re looking for.

A little bit of legacy/history – press ALT-E then S to jump to the Paste Special menu – why E? Even though it’s long gone, really old versions of Excel had an Edit menu, and the commands on any menu – in any application – that have an underscore under a letter (like Paste Special) are highlighting the key you can press to jump to that command.

So ALT E / S used to be the combo to get Paste Special circa Excel 2003, and it still exists today.

538 – OneDrive updates

Posted on July 10, 2020 (Updated August 7, 2020) by ewand

If you’ve been a PC user and part of Microsoft ecosystem for any amount of time, you’ll have been exposed to a variety of services and products which have come and gone, or at least changed names on occasion. OneDrive is a great example – initially unveiled as Windows Live Folders in 2007, the consumer cloud storage service spent a while under the brand name SkyDrive until an agreement was reached with satellite TV broadcaster Sky, to change the name – and so, OneDrive it has been since 2014.

Along the way quite a few associated names and services have bitten the dust – Microsofties celebrate/commemorate old products on the Next of Kin Yammer group: raise a glass to OneCare (an unfortunate name choice if you’re a Cockney, ain’t that Irish Stew), and all manner of other products that turned out to be Red Shirt / Non-speaking parts, like MSN Music/Zune Music/Xbox Music/Groove, and now Mixer.

If you still have a “SkyDrive Camera Roll” folder in your OneDrive storage, that’s probably a legacy of having synced photos from a Windows Phone and then later having installed OneDrive on your modern mobile. You can rename the folder to something else now – at one point, it was not supported but that’s no longer the case.

Using OneDrive on the move makes a lot of sense – even if only to back-up photos from your phone. The web UI lets you see the pictures in a variety of interesting ways, showing the places you’ve been or the things you’ve photographed.

In OneDrive for consumers, you get 5GB of free storage on signing up – not bad, but Google Drive gives you 3 times as much for free – though you can add lots more online storage to both services by either coughing up the readies to buy a TB or two, or in the case of OneDrive, signing up for ~~an Office 365~~ a Microsoft 365 subscription, such as 365 Personal, which gives you 1TB, or 365 Family which gives 1TB each, for up to 6 people.

The pricing is such that unless you wanted to buy only a few extra GB, it makes sense to go for the M365 option – £60 a year for a personal subscription that gives a 1TB (ie 1000Gb) storage capacity, or pay £24/year per 100GB block if you want to buy storage on its own and forego the other stuff you get with M365, notably the Office apps.

Despite a bit of confusion over what the differences are between OneDrive for Business and OneDrive (not described as for business, so presumably for home/personal use), it continues to evolve with additional capabilities – as covered in ToW passim. The OneDrive for Business / Sharepoint and OneDrive for consumer technologies are blending together to the point where they look and feel very similar.

Now, the OneDrive team has unveiled a slew of new features for both ODfB and OneDrive personal – like Dark Mode on the web client, or the ability to share files and folders more easily with colleagues, or share with family and friends by creating groups of people who will be sent an invitation to view and contribute.

And the upload file size limit has been raised from 15GB to a whopping 100GB.

518 – The App(s) of Office

Posted on March 20, 2020 (Updated March 20, 2020) by ewand

Once upon a time, there were Microsoft Office mobile apps, for Windows.

Ever since the demise of Windows Mobile and the collateral damage caused to Microsoft’s previous Universal Windows Platform apps strategy by not having a universal platform any more, their future has been in some doubt. In fact, since late 2018, it was reported that the Office “Mobile” apps for Windows were being de-prioritized in favour of the desktop variants (with the exception of OneNote), and separate mobile apps for the surviving mobile platforms.

If you search the Microsoft Store app on PC, you won’t find any trace of the Office mobile apps for Windows PCs any more but if you want to see what the future looked like from a point 5+ years in the past, you can still access the direct links get the UWP apps for Word, Excel and PowerPoint.

In these enlightened days, Microsoft builds quite a lot of apps for iOS and Android, more especially the latter since it has a larger number of users (and seems to be growing its share in key markets) as well as being more open when it comes to the both the end-user and developer experience (though Apple may be changing its tack a little).

Recently, the Office team has shipped a whole new, unified Office app for Android and for iOS – more details in the team’s blog, here.

The app brings together Word, Excel and PowerPoint, but also adds a bunch of other related things – like Sticky Notes, and some related and useful technology like the ability to manage PDF files, extract text from an image and more.

Back in Oct 19, MJF wrote about this strategy and more recently has suggested more features are on their way.

516 – More Teams Sharing

Posted on March 20, 2020 by ewand

When you use online meeting technologies, there are usually ways to share content with attendees. Even years and years ago, lots of people felt the easiest way to present a PowerPoint slide deck was to “share their screen” while running the PowerPoint application.

Some folk have the good sense to “present” that PPT fullscreen while screen-sharing, whereas others would merely flick through the slides within the PowerPoint app, consuming 30% of the screen real estate with menus, slide sorter, and other visual detritus of not only the app, but their host operating system as well.

Top tip – when you’re presenting, don’t be a doofus – please present, don’t share your screen then move through slides.

PowerPoint itself, OCS, Lync, Skype for Business – they’ve all tried to provide easy ways to present content online or through a meeting. Not wanting to throw in the towel to the screen-sharing crowd just yet, Teams has a few more tricks up its sleeve too.

Try for yourself – go to the Calendar node (remembering that you can switch between them by pressing CTRL+ the number from the top, so CTRL+4 in this case will jump to Calendar – though current versions of the Teams client will allow you to reorder the nodes by dragging & dropping them), and on the top right of the screen, click Meet now. This will give you a one-person playground to try stuff in. Read more here.

When you’re in a meeting, if you wave your mouse around or click/tap on a blank area within the main window, you’ll see the meeting controls toolbar, which you’ll use to control your audio/video, look at the text chat or participants list within a meeting, and also the Share option.

Rather than sharing Desktop or Window, check out PowerPoint – if you don’t see the slide deck you want to present in the list of the most recently used ones, click on Browse and you’ll be able to navigate to it throught Teams channels and libraries (if your content is already in there), or you can upload it from your elsewhere.

The Teams client will render your presentation on each viewer’s machine, using less network bandwidth than screen-sharing does, and allowing more seamless multi-user control – so if you have multiple presenters in a single meeting, they can take over presenting the deck without having to be given overall control of the original presenter’s computer.

If you decide to put your PowerPoint file into a Teams channel and share / present it from there, it’s worth double-checking the formatting though; under the covers the Teams client will use the same rendering as if were previewing the file in a web browser.

You may find some slide transitions, animations or even some text layout will be a little different to how you’d see it in full-blown PowerPoint – to check that everything is OK, just navigate to the file within the Teams channel, and preview it from there.

If you do find the slides get mangled, you may be able to tidy them up within the Teams preview, or else you have permission to do the dastardly desktop sharing method.

For more information on sharing content within Teams meetings, see here.

514 – tweaking Outlook’s Ribbon

Posted on January 24, 2020 by ewand

Thirteen years ago, Microsoft launched Office 2007. Back when people looked forward to new releases of office productivity suites with a mix of excitement and dread, new features arrived by the boat load. While many functions stayed in later releases as core parts of the product, others led a wafer-thin existence then vanished.

One major change was the introduction of the Ribbon – a then-new way of organising the complex menu structure that sat within the individual Office apps. Despite complaints from some users, it quickly became established as a good way of presenting, in context, useful features that might otherwise have stayed buried in some deep menu structure. Competitors copied it too.

Outlook – like other Office apps – has evolved its Ribbon over time, and introduced a simplified version that takes up less screen real estate. While your average user has moved on from squinting at a 15” CRT monitor, it’s still desirable for some to keep the less-used menu options hidden and to focus on the content. To switch between the standard and simple Ribbons, click the little caret mark at the far right corner of the main Ribbon UI.

So far, so good, but it you like the “Classic” Ribbon, there’s a lot you can do to get rid of some of the guff and keep the useful features more prominent. Looking at the first Ribbon image above, about 40% of the space is consumed with a handful of addins that might be useful, but not necessarily deserving of such prominence – your own list may differ, but the stuff on the right side tends to be a series of groups with a single, large icon in each.

To clean up the ribbon, right-click on it and choose the Customize the Ribbon… option. You’ll now get a dialog box which lets you organise things – individual commands are displayed in Tabs (like Home, View, Help etc) and on groups within the tabs (New, Delete, Respond, and so on).

If you reduce the number of groups on a tab, the remaining ones may spread out and show larger icons or more detail – handy on the Home tab, if you like to use Quick Steps, which will expand out of one column.

Let’s try moving some of the less commonly used groups from the home tab – start by creating a new Tab and then right-click on it to rename it Add-ins or something like that.

Once you have the new tab created, it’s simple to start dragging and dropping defunct groups from the home tab onto the new one – things you might use occasionally but they don’t need to be on the main screen. Customisations are particular to the Ribbon you’re looking at – so if you organise the Classic one then switch to Simplified, you’ll still see the old arrangement until you customize that one too. You might want to export your finished layout too.

Looking at the restyled Ribbon above, all of the groups from Delete to Tags have been stretched to show more prominent icons or reduce the menu level a little, and Quick Steps has grown from one to four columns wide. Much more useful.

If you’re a Quick Steps fan, another trick is to right-click on one of your existing steps (where you’d normally customize that step or jump into the dialog for managing the whole lot), and choose Add Gallery to Quick Access Toolbar; meaning your array of quick actions is only a couple of clicks away, regardless of what is shown on the Ribbon.

507 – Momentum of Teams

Posted on December 2, 2019 by ewand

It’s been a busy few weeks on the Teams team. As an aside, what do you call a team that’s set up in Teams? Is it a Teams Site, or a Teams team, just a “Team” or …? Documentation talks about creating a team, which is fine when you’re already in Teams, but talking with someone about Teams teams can be a bit like a tongue twister.

It was recently announced that Teams has 20 million daily active users, up from 13 million since July. Talk to enterprise customers who have adopted Teams, and many have a user base that really loves it. There may be more to the story, but as many Office 365 users get Teams as part of their subscription, it’s inevitable that its usage will grow. It’s great to hear stories of how customers are using technology like Teams to positively change the way they work.

At the Ignite Conference in October, some forthcoming functionality was announced, from nascent integration into Outlook (coming next year) to some nearer-term stuff like the ability to create Private channels within a Team, which has already rolled out.

Outlook Tasks and To-Do integration is also expected next year, and the app is increasingly being used as a focal point for other sources of data too – such as using PowerApps to bring business reports or other custom functionality into the same canvas.

See the recent whitepaper on using PowerApps with Teams.

The App Studio in Teams allows enterprise developers to build their own extensions and addins quickly.

There were quite a few Ignite sessions devoted to using Teams for calling and for meetings. One innovation to look forward to is the ability to not just blur your background, but to add a specific background image, either from a library or one of your own.

Live captions – similar in approach to the subtitles in PowerPoint presentations that were recently discussed – is already available in a preview for some users.

Captioning and transcription is also available for Teams Live Events, if you enable the feature in the setup of the event.

506 – OneNote 2016 reprieve

Posted on December 2, 2019 by ewand

OneNote is, for a lot of fans, the best application that Microsoft makes, especially in an educational setting. About 18 months ago, it was announced that the venerable and extensible (especially if you’re a OneTastic / OneCalendar user) desktop version was being put out to pasture, in favour of the more modern, erm, Modern version.

Office 2019 was no longer going to ship with OneNote – the desktop app was not being developed beyond OneNote 2016, but it would still be freely installable if desired.

Efforts would be focussed on the Modern / Store / “OneNote for Windows 10”, which shares a lineage with the mobile apps; there’s a lot to be said in favour of this strategy, since it would bring the UX of the Windows Store, tablet, phone and web apps into alignment. For regular ToW readers, this has been covered ad nauseam.

Well, blow me down, a brilliant Ignite session from @Ben Hodes only went and wound the clock back (and simultaneously painted it forward)… [Check out Union Jack Man at 42:18 in the video stream if you want a laugh]

OneNote 2016 is getting some CPR, and will be installed by default with clean Office setups again, early in 2020.

Point of clarity – a clean Office2019 / Office 365 install doesn’t currently include OneNote 2016 … but upgrading from an existing Office install that already had OneNote, does. If need be, go to http://aka.ms/installonenote to install OneNote 2016.

Some new features are coming, too – like Dark Mode, @mentions, To Do integration and more. The OneNote for Windows 10 code base is being back-ported to the older Win32 version; in time, the same underlying code will exist, even if there remains two versions of the product. It was previously reported that across the Office suite on Windows, the Win32 codebase will be favoured going forward, even though Modern versions were released for several of the traditional apps. We will have to wait and see.

Of course, lots of functionality exists in common between the two current versions of OneNote, even if the level of detail and the way to invoke and use it is a little different – take Record Audio, for example.

Did you know that if you insert an audio recording into your OneNote page, that any handwritten or typed notes you take while the recording is underway, will be linked to the corresponding place in the audio?

Later, if you click on a block of text or handwriting, you can play back the recording at just that point, or if you just start playing the audio, the notes you took will be highlighted as the playback progresses.

In OneNote 2016, you can also have the application index the contents of audio recordings, looking for keywords. Enable it at File > Options > Audio & Video.

No such function appears to exist in the OneNote for Windows 10 app; maybe that’s a good thing. After all, OneNote 2016 only lets you turn it on after an ominous-sounding warning…