David Overton's Blog and Discussion Site
This site is my way to share my views and general business and IT information with you about Microsoft, IT solutions for ISVs, technologists and businesses, large and small.  

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  • 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...
  • How to add a trade-in line item (i.e. give cash back to discount a deal) to BCM 2007

    Someone asked me how to do this and I discovered that you can't have a negative discount percentage, negative quantity or negative price. So this makes it impossible to do... well, no, but it is not quite as easy as we would like. To make it work you need to create a Product and Service csv file to import to make it work. Here are the step by step instructions on installing it and using it. Installing the trade-in items Go to the BCM menu and select the Product and Services menu item Press the import button at the bottom of the dialog to get the screen shown on the left Create a csv file on your desktop called tradein.csv (start / run "notepad %homepath%\tradein.csv") Copy and paste the text below into the text file and save Trade In (10000), Trade in, -10000 Trade In (1000), Trade in, -1000 Trade In (100), Trade in, -100 Trade In (10), Trade in, -10 Trade In (1), Trade in, -1 browse the csv file on your desktop and press import Job done Using the trade-in items in an opportunity Now we have these...
  • How to customize Business Contact Manager 2007 forms in Outlook 2007

    I found this on the Office Website when someone asked me about form customisation for BCM. I thought I would share it. Demo: Customize Business Contact Manager forms You can customize Microsoft Office Outlook 2007 with Business Contact Manager forms by adding fields and list items (drop-down lists) that are unique to your business. You can customize the following types of forms: Account Business Contact Opportunity Business Project You can customize drop-down lists by clicking Edit this list and then adding your item to the list. Watch this short demo to see how to customize a Business Contact Manager for Outlook form. How to do it (text version) Customize your Business Contact Manager forms through user-defined fields Customize drop-down lists on Business Contact Manager forms Demo: Customize Business Contact Manager forms - Outlook - Microsoft Office Online ttfn David Technorati Tags: Business Contact Manager , BCM , Customise , Customize

(c)David Overton 2006-18