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Office System - David Overton's Blog
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  • Want Microsoft to get you leads - this is how you do it

    One of the most commonly asked questions is "How do I get Microsoft to send me leads?" While we run campaigns that point people to the bCentral site and the find a small business IT advisor process some want more direct action. Well, using the Mr Busy campaign you can now get us to carry our a campaign on your behalf. Yes, that is right, we will carry out a campaign on your behalf to people you want to - either by e-mail (EM) or post (DM). The process is really simple - go here and read the instructions. For the Post Card campaign we know that using post cards effectively communicate with your customers and provide short and focused information. You can customise the postcard with your company details, your logo and a relevant web URL and phone number. We advise that the URL you supply has information about the IT healthcheck to increase the number of customers then contacting you. Your postcards will be sent directly to your customers in a neutral envelope within five business days of you submitting...

  • How to find and use an Accounting template to use with Office Excel 2007 and then change it from US to UK currency, change the formatting of dates and drag lists (or Excel Tips and Tricks 1) - all in a Video presented with Silverlight

    The Video I have delivered a number of Vista and Office demos over my time, so I decided to record a number of them for others to borrow, use, learn from or anything else they choose. This video covers the following subjects in enough detail for people to hopefully understand what they need to know on how to use these features in Excel 2007 and apply them to all of the Office 2007 applications: Find a template and use it - I use an accounting template as it is based on Office 2003 and US based Change the currency cells from dollars to pounds using find and replace for formatting Change the date formatting from US to UK Dragging a list across a range of cells to give column a different month To see the Excel 2007 Video played using Silverlight (just try it) click here *. If you want to download it as a WMV file then head over to the new bCentral - the UK Small Business Center on MS.com - It is on this page as an Excel Accounting sample: * it will take a few moments to open if you have Silverlight installed and...

  • Why should a small business use Office 2007

    Once again I thought I would put pen to e-paper on the top reasons I give people to move to Office 2007. I don't think there are many businesses out there that use a PC and don't use some form of office productivity suite and while most use Microsoft Office XX (where XX could be 97, 2000, XP or 2003), some use other products that in my opinion just don't compare for a business that wants to look great and work efficiently. With Office offering a massive choice of products and features, these are the headlines I use when talking to people. For those with a version of Microsoft Office, but not 2007 More Professional and Impressive documents and materials Use Microsoft Publisher 2007 to build sales and marketing materials that look agency made, but are actually in-house work The updated Microsoft Word 2007 has many features to ensure your documents have a professional, consistent look and feel throughout the whole document conforming to your brand goals (no matter how big or small they might be). The...

  • Business Contact Manager 2007 (BCM) is NOT supported on Windows Terminal Server, but a little hack will make it work

    [updated on 28th July] Hi, I've pinged this around a bit internally and the answer I got back is that this is not supported and will not work. I have not tried it myself, but don't expect it to work. If you need this sort of functionality you need to look at MS-CRM I am afraid. History: You need a Volume License of Office 2007 to run in Terminal Services. You can get BCM with Volume Licensing of Office 2007 as noted at http://office.microsoft.com/en-gb/suites/FX101635841033.aspx Outlook running in Terminal Services does not run in cached mode - http://technet2.microsoft.com/Office/en-us/library/ba930d00-dc38-4564-ad00-8304d74f1d8c1033.mspx?mfr=true 3) BCM requires Outlook to run in cached mode (Office 2003 note in a KB about this - http://support.microsoft.com/kb/831747/en-us and I have had PSS confirm this is still the case with BCM and Office 2007) Wish this was not the case, but better to say up front rather than pretend. Now, updated, if you look at How to enable cached mode for Outlook when used inside...

  • The Open XML Vote (OOXML) and why I hate politics

    This is a rant and it is my opinion and does not reflect that of Microsoft or others - It is my Opinion! From 1992 to 1995 I had to write document converters - I had to pick apart binary file formats and translate them to another format. It was hard work and I JUST WISHED people would create a largely encompassing standard for documents that was documented so I did not have to do all the work myself. Role forward to today, Office is still the prominent document format (which is now documented on http://msdn.microsoft.com ), but there is a new kid in town that encompass everything that an Office document is and more. This is the Open XML document format. People have cried for years that they wanted the Office Document standard to become more than a defacto standard, they wanted it to become a format an open standard. It was always going to be large, but to cover all the features and functions available in Office, it would have to be. There is no point in the standard being something different to that used in Office...

  • Office Small Business 2007 – get up to 25% off in the UK

    I saw this at the Special Offers site from the Small Business team and thought I would share. Office Small Business 2007 – get up to 25% off Buy Office 2007 Small Business Edition before 17 January and you can get a discount of up to 25%. Enhance productivity in your workplace and manage tasks and your customers more efficiently with Microsoft Office Small Business 2007. Excel, Word, Publisher, Outlook and PowerPoint provide all the tools you need to give your business a professional edge. (Offer applies to FPP (Fully-Packaged Product) only, ie not via volume licensing or OEM etc.) Availability: UK Small Businesses Valid from: December 21 2008 Offer expires: January 17 2009 How to buy: Equanet: Microsoft Office 2007 Small Business CD Equanet: 2007 Version Upgrade Grey Matter: Microsoft Office 2007 Small Business CD MacWarehouse: Microsoft Office 2007 Small Business CD MacWarehouse: 2007 Version Upgrade Microwarehouse: Microsoft Office 2007 Small Business CD Microwarehouse: 2007 Version Upgrade PC World Business...

  • Need to buy a copy of Windows 7 or Office 2007 for someone in education - get an educational discount

    HI, I've been asked this many times, so I thought I would blog on it.  Microsoft offers great discounts for people in education (beyond those who work in education).  The best options are: For university students: http://www.microsoft.com/student/discounts/theultimatesteal-uk/default.aspx - – Office £38.95, Windows 7 Pro - £30 For any age group in education - Office 2007 for around £39- £52 depending on which edition (Standard to Enterprise) and Windows 7 upgrades for £40-56 depending on the edition http://www.software4students.co.uk/ http://www.rm.com/shops/thebasement/Range.aspx?nguid=480909c5-102c-4700-8739-f3feedbb6a6d http://www.rm.com/shops/thebasement/Range.aspx?nguid=59137e0c-6185-4d95-a360-a680d60636ea     There are obviously some conditions you have to meet to qualify to use these products and each site has information about them.  If you are in full time education or a parent of someone who is then you likely qualify.  To learn more about Microsoft and education in...

  • What did SB+ ever do for me?

    One of the recent heated discussions has been around the services that Microsoft has started to offer to consumers and small businesses. Last night at the Thames Valley Partner Group I was asked in Microsoft was going to start servicing customers directly. This was then followed by Matt's presentation ( http://www.axxis.com ) on SLAs and much discussion was had about how people do/don't want to deal with those "how do I format my Excel spreadsheet" type questions. So I thought I would highlight the services Microsoft offers, for both consumers and small businesses, but we are hardly alone in this and I think it ties up to Vlad's post at http://www.vladville.com/2006/04/your-potentialour-passion-they-took-r.html . The world is constantly changing, online services are being offered by many people and Microsoft is working to see how new partner can benefit and existing parnters can take advantage of them. So let's look at the services: SB+ / One Care - information about this can be found at https://www.microsoft...

  • Office 2007 blog worth reading - information resources and what will change between now and the release

    Hello again, I have now been running Beta 2 of Office 2007 for a while and still love the product. It is still toooooo memory hungry - don't try running it on a 256MB machine, but it is still a product I constantly find myself missing when I have to go back to older versions. Search and the new UI are both godsends, as is the ability to make something more visually impactful. OK, so the blogs - there is this guy Jensen Harris - his blog is amazing. I would just like to point out two of his posts. The 1st includes a bunch of links for information - go get them if you want to know more about Office: http://blogs.msdn.com/jensenh/archive/2006/05/24/605678.aspx - snippet of most interest: Office User Interface Video Tour : This is a live action movie in which Julie Larson-Green and I give you a quick tour of the UI and some of the thinking that went into it. The build we were using for the video is a lot older than Beta 2, so you might notice some rough spots. Nonetheless, a number of people have said that they found...
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  • Have you used Office 2007 yet and wondered why the UI has changed (the Ribbon Bar) in some applications and not in others (eg Outlook)?

    I love Office 2007. If you have not yet downloaded or played with it, pop along to http://www.microsoft.com/office/preview/beta/overview.mspx to either download the bits or even better - played with it online without download the software!. There is also a nice set of videos, including a one on the UI to be found at http://www.microsoft.com/office/preview/ui/video.mspx?showIntro=n and a fuller set of info at http://www.microsoft.com/office/preview/ui/highlights.mspx?showIntro=n However, this is a little polished , so you might also want to go browse these two blog entries for more specific information: Outlook and the Ribbon - http://blogs.msdn.com/jensenh/archive/2006/01/18/514300.aspx What programs get the new Office UI? - http://blogs.msdn.com/jensenh/archive/2005/09/30/475687.aspx that was it - simple, but hopefully effective. ttfn David
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  • Download Vista RTM and Office 2007 RTM for evaluation from Technet Online Subscripition, plus two technical support calls, plus access to our betas - just £230 in UK

    I was talking with members of the South West of England small biz group last night and the topic of Vista and Office access and Technet came up. Being a dutiful person, I came and spoke to the Technet team here and this is what I found out. Action Pack gives you licenses you can use to run your business and evaluate solutions for your customers. Technet Plus gives you two support calls, access to managed news groups (ask and get your technical questions answered), and the ability to download and evaluate MS products and beta products. To me, this means that every serious partner that wants to play with betas or products long before a customer can get hold of them should get an Action Pack subecription to give them intenral use licenses and Technet for the beta access. More information on the Technet from the web site http://www.microsoft.com/uk/technet/abouttn/buynow.mspx : Buy TechNet Plus Direct (Online) £230 - 1st time £170 - renewal Buy TechNet Plus (DVD) £330 - 1st time £270 - renewal Telephone Support Every...

  • Using Companyweb with WSS V3 on a SBS box and more information on not shooting yourself

    This has been said may times, SBS 2003 was designed with WSS v2 in mind and the clever SBS team are spending their time getting Cougar ready for shipping, so have not gone and re-worked SBS for WSS v3. There are some great documents that describe how to safely add WSS v3 alongside WSS v2 (i.e. the Companyweb site), but now we have some tips as to how to get a bit more from it. 1st off, you need to read the blogs at http://blogs.technet.com/sbs/archive/2006/11/30/wss-v3-0-installation-on-sbs-2003.aspx and http://uksbsguy.com/blogs/doverton/archive/2006/11/19/loading-windows-sharepoint-services-v3-wssv3-onto-sbs-2003.aspx (as this has some examples of what can go wrong if you don't pay attention). Then hop over to Using CompanyWeb from within WSS 3.0 and see how you can start to build it out. Perhaps someone will build a companyweb V3 that links into the original companyweb site, but skins it all in WSS V3? Hope this helps and thanks to Mark Stanfill for putting these up. ttfn David

  • Sales tools, campaigns, downloads and brochures for Selling the Small Business PC (running Vista and Office 2007)

    Kerry in the Small Business team sent me this mail, so I thought I would forward it on. It is worth knowing that items from the stock shop are often free, including P&P. I’m getting lots of questions about what is available to partners to use to support the small business PC campaign. Details have been included in the campaign updates – but I understand the volume of email we all receive, so hopefully this will be more specific to your needs. We have the following produced and available: Item Details Where to get it! Campaign Builder This campaign promotes our latest product releases specifically for small businesses, Windows Vista™ Business and Microsoft® Office Small Business 2007 promoting how it’s going to transform the way they do business. Aimed at the small business owner/manager, it highlights how Windows Vista™ Business and Microsoft® Office Small Business 2007 introduces powerful new technologies that empower them and their employees to do so much more with their PC. Ultimately, helping them collaborate...

  • What is the difference between an Outlook contact and a Business Contact Manager (BCM in Office 2007) contact

    I was asked this by someone today and thought I would show you the differences BCM Contact General Page followed by the Outlook Contact General Page: There are lots of differences, but the big ones are: Information Source - where did it come from, how did you get this contact and which account started it. Classification - Is this a lead and is the person still "active". Also who is managing this person, what their credit rating is and whether there is a payment issue BCM Details Page followed by the Outlook Details Page: A host of job related information and then a section for personal information about the person, plus a huge comments section. There is also the communication preferences piece and the ability to suppress mailings (do not call, do not e-mail, do not fax, do not mail (write to on paper)). Finally the BCM (only) History Page: Some of this information can be automatically generated, so for example, the e-mail items can be auto generated whenever you mail, or they mail you. ttfn David Technorati...

  • If you want to help shape Office 14 (the next version of Microsoft Office) tell us about yourself and see if you can get on the International Planning Panel

    I saw this and while it is old, thought you might like it: Participate in the Evolution of the Future Microsoft Office Versions Microsoft is committed to continue building solutions that address your needs and requirements. As part of the process for building future solutions, the Microsoft Office International Planning team is recruiting an international user panel. The goal for this panel will be to contribute in helping the Product Planning team get an in-depth understanding on users' habits, needs and requirements. We are convinced that listening to users' feedback is key to the development of great solutions and products. If you would like to participate, please complete the questionnaire. ttfn David Technorati Tags: Office 14
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  • How to connect to and import data from an XML Web Service into Excel 2007

    I have been wondering how to do this recently for one of my own projects and then the subject came up internally. A very unassuming Hovsep then wrote up the answer, so as a tip here it is - if you follow the link at the bottom you will see a step by step process with screen shots to help you along the way. Excel 2007 - How to connect to and import data from an XML Web Service Many organizations have adopted a Service-Oriented Architecture (SOA) as the architecture of choice. SOA allows a company to expose its services and data in a manner that is compliant with industry standards. SOA is the buzzword these days. Down the wire of SOA is XML data that is exchanged between entities. Microsoft Office Excel 2007 has built-in features that allow a user to connect to and consume XML data. Such data can be stored in an XML file on the local hard drive, shared in a portal or returned from an XML Web Service. If you’d like to use Excel to import XML data from a Web Service, follow these step-by-step guidelines. For the...

  • Finding out where something is in Office 2007 and where it was in Office 2003 (Outlook, Word, Excel, PowerPoint and Access)

    I saw this recently and thought I had to blog it - if you know something was there in Office 2003 and now can't find it in Office 2007 then look at these spreadsheets to get some advice. The 1st set of links (ms-help:) will work on a machine with Office 2007 installed and the 2nd set pull the data from the Microsoft Office web site. From the installed help files Outlook ms-help://MS.RIBBON.12.1033/RIBBON/outlookmap.xls Word ms-help://MS.RIBBON.12.1033/RIBBON/wordmap.xls Excel ms-help://MS.RIBBON.12.1033/RIBBON/excelmap.xls PowerPoint ms-help://MS.RIBBON.12.1033/RIBBON/powerpointmap.xls Access ms-help://MS.RIBBON.12.1033/RIBBON/accessmap.xls From the Internet Outlook http://office.microsoft.com/search/redir.aspx?AssetID=AM101954661033&CTT=5&Origin=HA101934281033 Word http://office.microsoft.com/search/redir.aspx?AssetID=AM101938681033&CTT=5&Origin=HA100625841033 Excel http://office.microsoft.com/search/redir.aspx?AssetID=AM101864291033&CTT=5&Origin=HA100860481033 PowerPoint http://office...

  • What is in Office Accounting for accountants... well, multiple account views, sharing, customisation and more, but it is not an practice management solution

    I saw that someone said on one of the online forums that there was not anything in Office Accounting for Accountants. I beg to differ. This product is not something that offers anywhere near the same capabilities of someone like Iris for Practice Management - it is not designed to do so, it is aimed at small businesses who want a simple to use accounting package and then a tool for accountants to simply extract and manage data from it. I am not an accountant, but Microsoft offer several areas for Accountants with Office Accounting: Ability to customise the product to brand it for a specific organisation, such as an accountant, ISV or partner Ability to monitor several people's accounts from the one place and gather updates via an secure online process (through Office Live) Client sends accounts to accountant, continues using them and then the changes are synchronised back from accountant without data loss Run payroll for multiple clients Single Journal entry with VAT that spans multiple dates, customers and...

  • Microsoft Dynamics CRM 4.0 VPC Image

    I saw this and thought I would share for those who had not seen it - Microsoft Dynamics CRM 4.0 VPC Image Microsoft Dynamics CRM 4.0 VPC Image Get familiar with the upcoming Microsoft Dynamics CRM 4.0 release: Preview Microsoft Dynamics CRM 4.0 in a Virtual PC (VPC) image. Overview This Microsoft Dynamics CRM 4.0 preview leverages Release Candidate (RC0) code in a Virtual PC image. The demo is designed as a one-computer setup with Microsoft Dynamics CRM 4.0 server and Microsoft Dynamics CRM 4.0 client for Microsoft Outlook. Note: Although the image can be utilised on a single PC or laptop computer, it is strongly suggested that the image be run using an external USB 2.0 hard drive for best performance. If you do not have an external drive, you can run the image locally on the host computer; however, you will experience a decrease in performance. Contents This VPC contains the following: Microsoft Dynamics CRM 4.0 (RC0) Microsoft Dynamics CRM Laptop and Desktop Client Microsoft Dynamics CRM SDK (C:\CRM Tools\SDK...

  • Microsoft Gets Gartner's Business Intelligence Top Ranking -- Business Intelligence

    Remember that BI starts with data in Excel and then includes SQL and builds from there. One of the nice things is that BI is now accessible to any business that wants to analyse their business. Now all that is needed is the understanding of what questions do I want to ask and what data do I have that can help me!! Microsoft Gets Gartner's Business Intelligence Top Ranking The company makes a surprise leap ahead of Business Objects and Cognos in its ability to execute on BI products and pricing. Business Objects and Cognos have long been considered the leaders in business intelligence platforms. But in a surprising new report, Gartner ranks Microsoft ahead of those companies in its ability to execute. Gartner's "magic quadrants" are typically annual market evaluations that place software vendors in one of four quadrants within a square: niche players, visionaries, challengers, and leaders. Specific placement within a quadrant depends on a vendor's ability to execute, which moves them upward...

  • 10 tips on how you and your customers can easily market their business

    Hi, so one of the often asked questions is "How do I take my business to market without spending a huge amount". While I don't have all the answers, this question is often asked and I have seen answers on both www.bCentral.co.uk - THE UK destination for Small Businesses, but I also saw this article on the US MS site - http://www.microsoft.com/smallbusiness/resources/marketing/customer_service_acquisition/10_low_cost_ways_to_market_your_business.mspx?xid=c0007 - it has the top ten tips that we recommendations and by simply going through the guide and asking your customer "Would you consider doing this", you can start to get the grey matter going. In fact though, don't ask the question above, ask this one - it becomes easier to clear the fog around the benefit of technology "What would be the impact on your business if you did X?" - and try to get that impact down to a financial statement - this is your budget :-) Of note, the Marketing pages on bCentral are not all about product and can be found at http://www.bcentral...

  • Using Windows SharePoint Services (WSS and Companyweb) to keep everyone up to date

    Again I am taking content from the Small Business Ignite Tour which covers WSS is some detail – http://www.microsoft.com/uk/partner/ignite . This continues in the series and now we are looking at how to keep everyone up to date. Many business owners talk about issues such as: “My sales people have access to an electronic price book, but they do not keep it up to date, so they sell at the wrong price” or “When I make an important policy document change, everyone must know about it and acknowledge the fact that they agree” While some of this is about teaching people some new skills, most of it is about using the functionality provided between Office 2003 and SBS 2003 using Windows SharePoint Services. If you have been reading the other WSS blog entries, then you should now be familiar with Document Workspaces. Open a document workspace and note the “Alert Me” option down the bottom. You can give certain users the capability to use e-mail addresses such as all employees or sales team. Create Windows users that can...

  • Sharepoint Utility Suite - v2.5 released

    If youuse sharepoint, then this set of tools might be right up your street. You can download them from http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=724 and the tools are as follows: Folder Tool Version Description SPS\SPSAddCS SharePoint Portal Server Content Source Add tool 1.1 Updated in Release 2.5 An example of how to add Content Sources programmatically in SharePoint Portal Server 2003. Added READ option to read current content sources SPS\SPSPropCheck SharePoint Portal Server Indexer Property Sequence Number Checker 1.0 This tool will check the PropSeqNum values for indexes on the index server, and compare the values on all related Search Servers SPS\SPSPropConfig 1.0 NEW to Release 2!! SPS\SPSProtocolHanlder SharePoint Portal Server Protocol Handler 1.0 NEW to Release 2.5!! Writing a Protocol Handler for SPS was a tedious task, possible done by seasoned developers who were fluent in C++. This project example demonstrates creating SharePoint Portal Server 2003 protocol handlers...

  • Are you near Exeter, then sign up quickly for the Small Business Ignite Tour as it is coming to you on the 29th August from 6pm

    Once again the Small Business Ignite Tour is coming out and this time it is Exeter. You need to sign-up quickly, so go to http://www.microsoft.com/uk/partner/training/ignite/default.aspx?id=Exeter and sign up for the Small Business Tour (as opposed to the tour with a date in the past). If you do not know about the Small Business Ignite Tour, then this is the rough agenda: Introduce just how big the business opportunity is in the land of small business Introduce the topics of Flexible Working and Collaborative Business as these will be the basis of marketing campaigns this year from Microsoft into small business customers Demonstrate technologies that you can deliver to give your customers the benefits they demand - such as : working from home or on the road, using the tools in SBS, Windows XP or Windows Mobile Sharing files between workers, customers and suppliers in a natural and secure way using WSS and Office When to consider a hosted solution and when to consider SBS How to stop searching and start finding...

  • Office Rocker! : Coping with change

    This is definitely a great blog entry - about how organisations and people manage change. Some things change I have a lot of debates at the moment about how hard it will be for people and companies to adjust to the new release of Office. The first discussion usually surrounds the new user interface and how different it is. I'm not going to go over all the reasons behind the contextual approach again. The research in our labs, and this matches what I observe with the people I know who start using 2007, is that it takes between 2 days and a couple of weeks to feel at home in the new user interface. Now this is NOT how much downtime each user suffers making the transition, it is the time it takes for them to feel as confident with the new release and to take advantage of the new usability. <snip> If it all goes wrong and you really can't find your favourite feature the Office online animations are fab. These give you a mock up of 2003 UI, you click on your beloved feature and it switches to show you where it...
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