One of the features in Office apps that has come to the fore in recent years is the concept of @mentions – something that started in the early days of Twitter. The use of the @ before someone’s name lets you quickly tag them to a piece of content, and in some cases gives them a proactive notification that you’re trying to reach them.
Exactly how the notification occurs differs slightly depending on the medium – in Yammer, for example, starting to type someone’s name after an @ sign will give you a picker to choose which person you might want to tag; pressing TAB will accept the name at the top of the list, and cc: that person to the specific post you’re making, so they’ll be notified in Yammer and possibly by email too. If you know someone’s alias then you can quickly type @aliasTAB to tag and accept them. You can also use mentions in comments within Office documents.
The same behaviour is commonly available in Teams as well, though it may be more limited as to who you can mention – in the chat for a meeting or in a Teams channel, you’ll typically only be able to @mention the people who are taking part or who are already members of the team. Like other uses of the @mention idiom, tagging someone will insert their full Display Name, as defined in the Microsoft 365 environment (or the address book if you like) – which can make mentioning people in a chat feel a little directorial or formal, especially if the format of their display name is something like FamilyName, GivenName (DEPARTMENT).
In most uses of the mention, you can edit the full name of the person, though it’s not quite consistent how to do it – in Teams, for example, merely pressing backspace (after the display name has been resolved) will remove the last word … so if you want to tag a colleague and their display name is Jane Doh, then a quick tap will reduce that to simply Jane. If they were Doh, Jane (IT) then it’s a little more complex to lose the formality – holding CTRL+SHIFT while pressing the left arrow will select a word at a time, so you could ditch the last part of the name then simply CTRL+Left arrow would skip the middle part, then CTRL+SHIFT+Left arrow/Delete will remove the first part again.
Lesser platforms might allow a user to set a nickname that is used in place of their display name; that’s not (yet) an option in Teams etc, though in Outlook when you mention someone, you could insert a nickname in-between other names then remove the original ones, leaving only the short name you’ve added, but still hot-linked to their contact card etc. It’s a bit clumsy but might be preferable to calling them by their more formal name.
You can’t sort by that special field, but you can filter the inbox to only show you the mails where you are being called out. Handy when people have a habit of assigning you tasks in an email, assuming that you’ll read it…
Just click the sort/filter option found to the top right of your Inbox or other folder, and choose Mentioned Mail to show only messages where you are mentioned.
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.
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.
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:
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).
Email signatures – or .sigs – were once an important means of self-expression. As email exploded in use and became established as a de facto means of business communication, its use as a social tool has diminished in favour of a myriad of social networking and real-time comms tools. So the .sig of today is less about showing a funny, clever or inspirational quote and more about legal disclaimers and providing your own contact info.
Still, having your LinkedIn photo (and a link to your profile) along with salient information makes a lot of sense, especially when emailing someone for the first time. You can edit your signature in Outlook directly, by going to File | Options | Mail | Signatures, though you may find it better to do the creative stuff in Word, then copy/paste the results into the Outlook dialog.
If you feel like freshening up the signature you use, there’s a nice template document with 20 sample signature designs to give you inspiration, here, and some instructions on how to make best use of it, here.
The signature that you create is stored by Outlook as a collection of files in a folder on your PC – if you want to look and see, press the Windows key to bring up the Start menu, paste %appdata%\microsoft\Signatures and hit enter. There was a previous Tip (ToW #267) on how to set up synchronisation between multiple PCs using OneDrive, if that kind of thing is of interest.
By default, when you respond to an email in Outlook, it shows the reply in the main Outlook window, in the preview pane location – a feature that you can disable if you prefer to open in a new window. Go to File | Options | Mail and scroll down to find Replies and forwards.
When sending mail in a new window, you get the full ribbon menu of options, which includes the ability to insert your signature in the message – handy if you have it set to not include by default (eg in replies, where you might not normally want a full signature).
If Outlook is configured to write replies in the main window, you don’t get the Insert menu, so you’d either need to Pop Out the message into its own window, or you could start typing sig in the Search box at the very top of the window.
The search box will show you a bunch of content from search results as well as relevant actions from the many menu options in Outlook – it can jump to pretty much every feature, if you can’t remember where to find it otherwise.
The Signature action is the same as the menu option which lets you choose from one of a number of possible signature blocks to insert – in this example, there is only one, called .sig.
Finally, if you regularly need to insert your signature, you could add it to the Quick Access Toolbar in the main Outlook window. Just click the downward arrow at the right side of the QAT (in the top left of the window bar) to Customize it, and select More Commands to find the right one. Change the drop-down box to All Commands then scroll down to find Signature then click the add button to put it on your QAT.
Now, when you’re replying to an email in the main Outlook window, the insertion of your signature block is only a couple of clicks away.
It was announced a couple of years ago that the old Snipping Tool that was part of Windows was to be retired – in fact, it’s still there (following lots of user feedback, akin to the Save the Blibbet campaign) but its successor – the Snip & Sketch app – offers more functionality and is included with current versions of Windows 10. Invoking it with the WindowsKey+SHIFT+S is the quickest and simplest way to grab some or all of the screen, and if necessary, draw or annotate on it, save it as an image file and so on.
There are other screen capturing tools, of course – OneNote had a precursor feature which could be used to do much the same as Snip & Sketch, and even used the same shortcut key. OneNote makes such a great destination for screen grabs that the Clipping option is still there in the trad. version, and of course both variants can be the destination for something that’s been grabbed to the clipboard using Snip & Sketch.
There’s also the super-handy OneNote Web Clipper browser extension, which lets you grab web pages to add to your notebook with a couple of clicks.
Now the Edge browser is going to add some web capture capabilities natively – currently in testing and rolling out to a subset of Insiders, there will be a new menu option to grab a section of a page, including the ability to scroll down the page while capturing (rather than just grabbing what’s on the screen).
Eventually, the new Edge will adopt some of the functionality that legacy Edge had when it comes to annotating web pages with ink, adding notes to pages etc – but the forthcoming web capture is a first step. Note – if you use Mouse Without Borders, it already has the CTRL+SHIFT+S keyboard combo in use, so you’ll need to change that…
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.
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.
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?
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.
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.
You’ll see a new Dynamics 365 tab on the main menu, offering a variety of CRM-specific activities.
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.
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.
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 #=.
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.