561 – Password clean up

Posted on December 28, 2020 by ewand

As most of us look to put 2020 firmly behind us and take some down-time over the festive season, there may be a list of jobs which get left to this time of year – filling out the annual tax return, maybe, or clearing out that drawer with miscellaneous stuff in it.

You could set your sights higher, even – like gathering all the papers scattered throughout your house (user guides, receipts, utility bills etc etc) and putting them in one place, as recommended by Getting Things Done guru, David Allen.

Or just scan them all in then recycle…

Maybe it’s time to finally sort out all the passwords you use for different websites. Even though Multi-Factor Authentication is gradually replacing the need to enter a username & password every time you access a resource, there’s still often a need to create a username and password combo when you sign up for something. If you’ve used Edge or Chrome to remember your passwords, you might find there are many hundreds of them, and being weak carbon-based lifeforms, we’re quite likely to use the same ones for many sites. Naughty!

There are browser addins and other tools you can use to remember the passwords you use, and (using LastPass as an example) can give you the option of generating something strong and unique at the point of signing up on a site, then syncing that username and password back to a central service so you don’t need to re-enter it next time (or remember something truly unmemorable). LastPass recently announced their 2020 stats – they’ve generated 94 million secure passwords and been used to log in more than 10 billion times.

Microsoft Edge offers some password management capabilities – as well as being able to remember passwords within the Edge browser, and sync them between different machines or mobile devices, Edge is also getting to be capable of suggesting and storing complex passwords for new sign-ups.

Edge is beefing up its password security in other ways, offering proactive warnings if your passwords have shown up in databases of leaked credentials (at the moment, this is a test feature in the dev builds). One-by-one, you can use Edge’s “fix leaked passwords” function to check what the existing password is for each site, and then click a button to jump to the site to reset it – in some cases, going straight to the change password part of the site.

Finally, the password sync feature is getting some extra legs – using the Microsoft Authenticator app on your phone and it’s new beta Autofill feature, you can use that app to provide the username/password for website or even mobile app logins. There’s a Chrome extension too, so if you want to switch back and forth between Edge & Chrome on a PC, your passwords will be available to both.

In some senses, storing passwords and allowing them to be automatically filled in feels like a security risk – anyone with access to your unlocked computer or phone could potentially access your online services. Using Autofill and Authenticator, though, the default setup is to require biometric authentication – so you’ll need a fingerprint or camera, or unlocking with a PIN, before the auto-fill will happen.

Also, it’s more important to have complex passwords that are hard to break or guess, and to have different ones for each and every site or app you use.

This is the final ToW for 2020. Let’s hope ’21 brings us all better luck.

In the meantime, have a great holiday season, stay safe, see you on The Other Side!

558 – Sharing your holidays

Posted on December 10, 2020 by ewand

A reader suggestion came in recently, sadly too late to be of use before everyone in the US downed tools for days of eating turkey and watching TV sports. It’s reprising a previous tip from nearly a decade ago, but presented here in a reminder to everyone else on the planet who’s planning to take some time off over “the Holidays” (or “Christmas” as much of the world secularly and un-offendedly refers to that time of year).

When we book time off, it makes sense to mark the days in our own calendar as Busy, or Out of Office – that way, if a colleague tries to book an appointment with you, they’ll see in the Scheduling Assistant (assuming they bother to look) that the time is blocked out and you’re unavailable – purple hatching being OOF, solid blue being busy and hatched blue meaning tentative.

Really progressive people might even be sharing their calendar details with you, so you can see what they’re doing – useful, as all-day busy events obliterate everything else if details are not shown.

If you’d like to tell other people you’re going on holiday, then you should create a 2^nd appointment and invite your colleagues to it; but there are 3 important steps to take when you do this so you don’t muck up their calendar and annoy them to boot. When creating your second “FYI” holiday appointment:

Change the Show As drop-down box to be Free. This way, the all-day event doesn’t appear at all in the Scheduling Assistant, and therefore doesn’t mess up other peoples’ views of your recipients’ calendars.
(wow, lots of plurals in that last sentence, and thankfully no grocers’ apostrophes either)
Set the Reminder drop-down to None – your friends don’t need a reminder to fire to tell them you’re away, and they certainly don’t need to be woken up by their phone either.
Set “Response Options” so people don’t need to accept your invitation; that’s a few clicks saved for everyone who is on the meeting invite. All 3 of these options are ticked by default and you might want to clear them all.

While we’re setting the appointment up, it’s OK to not use Recurrence too – some people think that the way to make a multi-day appointment is to set a one-day meeting that recurs every day for a week. Don’t do that.

Just set the start and finish date of the appointment as appropriate and check the “all day event” box. The appointment will run from the start of the first date to the end of the second date so in the example here, we’d be returning to work on Tuesday 5^th Jan.

Now all you need to do is create a suitably informative and entertaining Out of Office message and you’re all set!

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).

551 – Ticking away the moments

Posted on October 9, 2020 by ewand

Keeping track of time is ever-present in our normal working lives, all the more so during These Difficult Times™, and the subject has featured in many ToW’s passim.

There’s a great little app built-in to Windows 10 called Alarms & Clock, which lets you set alarms on your PC, show a world map with multiple locations / time zones displayed, and also provides a neat countdown or count-up timer.

Using the timer function can be pretty handy if you’re speaking as part of an online meeting, and need to keep a check on how long you have left to go.

You can create multiple separately-controlled timers with different durations & names; so you could have an overall meeting countdown timer, and then a separate one for each participant, if you were acting as the time cop to keep everyone else in line.

The Stopwatch is simply a fast-running counter of elapsed time, and by using the icon on either Timer or Stopwatch screens, you can easily fill the display to help focus on the elapsed or remaining time. Handy if you’re in a physical meeting (remember them?) and are able to display a laptop screen showing the time for everyone.

Those of us who still wear physical, mechanical wristwatches may be passingly familiar with a few features that have existed for decades to achieve the same kind of function, albeit more for individual rather than shared use.

Diver bezel

So called “diver” watches were popularised in the 1960s and 70s, as tough, waterproof and utilitarian. The most striking feature of any dive watch is generally the rotating numbered bezel which goes around the outside.

The simple idea was that when you entered the water (knowing you might have 20 minutes of air), you would turn the bezel so the arrow / zero marker was set to where the minute hand was at that point – meaning a later glance at the watch will tell you how many minutes have passed since.

Lots of other non-dive watches also have rotating bezels or indicators, and can be useful for things other than scuba – when the activity above started at 5 minutes to 10, the bezel was set, and it’s easy to see in a trice that was 11 or 12 minutes ago. Not sub-second accurate, but it’s a simple way to mark the passing of time.

Tachymetre /Tachymeter

Many chronograph watches – which combine the function of a stopwatch and a regular timepiece – have a Tachymetre scale around the outside, yet most people these days will have no clue what it’s for. The basic function of the watch is that pusher buttons on the side will start and stop the movement of the chronograph hand which ticks round to indicate elapsed time.

The deal with the TACHY scale is that if you know a distance – the length of a straight on a motor-racing track, for example – and you time something going over that distance, then you can quickly calculate its speed across the ground.

In practice this is easier said than done, since the TACHY scale reads how many of the <distance> would be covered in an hour at this speed. If the measured distance was exactly 1km or 1mile then it’s an easy calculation – if it took 12 seconds to cover 1km, that would equate to 5km per minute or 300km/h. If the measured distance was a fraction – let’s say the length of the 12-second straight was 150m – then the calculation would be 300 x 150m per hour, or 45km/h. By the time you’ve done that in your head, the subject will be half a lap further on…

Another variant on the theme would be if you know the speed – e.g. you’re in a plane with inflight map display, or passenger in a car on cruise control on the motorway – then you could use the Tachymeter to calculate distance travelled.

If you were cruising at 120km/h, and started the timer, then stopped it when it reached 120 on the scale… (after 30 seconds) – then you know you will have travelled 1km in that time.

Yes, there probably are hundreds of times a month when you need to know exactly this.

Pulsations

Slightly more useful to the average person, some chronographs have a Pulsations bezel rather than a Tachymeter scale, or maybe even have both (since the Tachymeter would typically be used for more than 15 seconds, it’s possible to have one quarter of the bezel represent pulsations and the rest of it be a Tachy).

Watches with Pulsations bezels are sometimes nicknamed “Doctors’ watches” as the utility is to help count a patient’s pulse – the method being you start the chronograph, count 15 pulses and the corresponding number on the bezel would tell you what the pulse/minute rate is.

Smart watches, eh, who needs them when you have space-age timing technology like this?

550 – That’s not my name

Posted on October 9, 2020 by ewand

[550 – That’s not my name]

If you have the kind of name that people habitually get wrong, there are things you can do to mitigate, like adopting a shorter and easier-to-pronounce and/or spell version. This tactic is often seen where people from cultures with long and complex names choose a “western” handle as well, just to make their own lives a bit easier. Or you could just put up with people getting your name wrong and don’t worry about it.

An alternative trick is to provide people with your own pronunciation – that way, even if they forget, they can go back and check how you say your name. In the days of Microsoft Exchange Unified Messaging, you could choose to record your own name, as well as calling in to set your voicemail greeting, manage your calendar and so on. Exchange UM made a great demo back in the day, but presumably didn’t get used enough as it has now gone away.

If your organization used UM and you’d bothered to record your name, then you may still see a greyed-looking loudspeaker icon next to yours or others’ names in the Outlook address book. Click on that to play – if it’s not there, too bad (probably).

A possibly more useful way of spreading your preferred pronunciation is to use LinkedIn – if you record your own name, it’ll show up on your profile and you can make it so public that anyone in the world can play it. To make the recording, you’ll need to use the LinkedIn mobile app.

Tap on your own photo in the top left of the LinkedIn app, then choose View Profile – and the rest is fairly self-explanatory. You record your name, and after you’ve confirmed that you’re happy with the playback, save it and from now on, anyone who looks you up will see the speaker icon next to your profile name.

Alternatively, YouTube has a variety of pronunciation tutorials.

549 – Quick & easy screen recording

Posted on October 9, 2020 (Updated October 9, 2020) by ewand

It’s not uncommon to want to make a quick recording of how to do something on your PC – maybe you’re capturing a demo for someone, or want to show a team member how to use a particular tool. There have been lots of ways to achieve this over the years – from professional-grade software like Camtasia, to a variety of adware-laden freebies that you can find around the web. There used to be a whole product line of video encoding software – free and pro versions – called Microsoft Expression Encoder. Sadly, no more.

There are other more accessible and arguably easier ways for the modern PC user to capture the screen, though. You could start a Teams meeting with yourself (a handy way to check how you look and sound on video) by going to the Calendar node in Microsoft Teams and click Meet now. Once you’re in the meeting with only yourself, you can share your desktop or an app in the usual way, and record the “meeting” for later enjoyment.

Depending on how your Teams/M365 environment is set up, your recording may be stored on OneDrive or SharePoint (as opposed to being automatically uploaded to Microsoft Stream – a new change that was announced at Ignite), but one way or another you can download the MP4 recording to a file, and share it more widely.

A simpler method might be to just go to the Stream portal – if you’re a subscriber to Microsoft 365 – and create a screen recording from there.

If you’re not looking for anything too fancy, though, a quick & easy way to grab a recording of an application – not the whole screen, only the current app window – is to use the Xbox Game Bar that’s probably included in your Windows 10 install.

Although the Game Bar is designed to be used for recording snippets of gameplay, it’s also a really neat way of capturing the video and audio of pretty much any other application; with a bit of practice, you could record your own instructions on how to carry out some task in an application, while showing just that app window, and it’ll be available to share in a few moments.

Simply open the app you want to record, then press WindowsKey+G to bring up the overlay GameBar UI.

Click the floating toolbar along the top to show or hide various docked windows which will appear on the left side; if you want to record a commentary over the top of your screen capture, then click the settings cog at the far right of the toolbar and set the option to record system audio as well.

When you’re ready, press the round record button in the Capture dialog (or press WindowsKey+ALT+R), also making sure your mic isn’t muted if you want to record your voice. Once you’re live, you’ll see another floating toolbar that lets you mute your mic and stop the recording, and when complete, it’ll show a confirmation that the recording is done – click on that notification to go straight to the folder where the recordings are held.

To find or set the capture location, or to tweak settings like the video frame rate and quality, just press WindowsKey and start typing Capture to jump to the settings page.

The captures generated are full-fidelity, so on a large screen monitor, sizes can be pretty big.

A 1m30s demo captured on a 4K display could easily be 200Mb in size; a quick solution is to use the built-in Video Editor in the Photos app.

Just open the Editor and create a new project, add the huge video capture file, drag it to the Timeline then hit Finish video to save an encoded version at a lower quality – for rough screen caps, Medium (1280×720) is probably good enough, and drops from 130+ MB/minute to more like 5MB/min.

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.