#67: Are you sitting comfortably?

Posted on March 14, 2025 (Updated March 13, 2025) by ewand

Regular readers of ToW might have spotted the caption under the main image of last week’s missive: it was a photo of Steve Jobs and Bill Gates, for a 1991 article in Fortune magazine written to celebrate the 10^th anniversary of the PC. Taken at Jobs’ house, the image shows supposed soap-dodger Steve barefoot astride a lounge chair, with Bill perched on its footstool, or “ottoman”.

There are no official online archives of this article (at least, not easily found) however physical copies pop up at auction on occasion and there is at least one downloadable scanned copy.

The chair / stool in question is an iconic shape, known as the Eames Lounge Chair and designed in 1956 by couple Charles and Ray Eames for the Herman Miller furniture company. You may remember Herman Miller from the ubiquitous and not-inexpensive Aeron office chair.

Buying a genuine Herman Miller Eames chair in the US will cost a pretty penny (even old ones running to thousands), though licensed versions were made in Europe and Asia. Vitra still sells their version now, though be sure to be sitting down before you look at the price.

If you’re keen to add a bit of mid-century chic to your home without further ruining your financial future, knock-off versions are available on eBay. Or, especially if based in the UK, look at Iconic Interiors, who produce a high-quality replica at a fraction of the price of the official one.

So that’s the comfy seating for putting the world to rights taken care of; what about the day-to-day seating for getting the work done?

The Desk-jockey

Deskbound office workers are reckoned to spend between anything up to 9 hours a day slouched at their desk, leading to more than 2 months a year of being officially “sedentary”. Businesses insisting on staff returning to the office for much or all of the working week could trumpet the benefits on their physical and mental wellbeing compared to the WFHers, though perhaps they should make sure they have an environment that can accommodate everyone.

Having a sit/stand desk is one way of avoiding the doldrums as long as you remember to actually use it standing up occasionally. If you’re a hybrid/home worker, FlexiSpot do a decent range that’s not shockingly expensive, in case you’re looking for recommendation; also available in the UK. Why limit yourself to merely sitting or standing, when you could do so much more at your desk?

Should your employer decide that you need to be in the office all the time, they do have some responsibility in making sure the workspace isn’t going to cause harm. The UK’s Elfin Safety executive even has published requirements, which could be handy if you’re trying to persuade your employer that sitting at a cafeteria table all day isn’t good enough.

How to sit at your desk

Sit up straight. Shoulders back, don’t slouch. Feel on the floor and don’t cross your legs. Keep your elbows at 90 degrees. Raise the height of your chair. That screen needs to be higher. You might have seen these pieces of advice before, but not all are necessarily correct, and you can certainly find plenty of supporters for and against.

One view is that you need to keep your feet behind your hips. This could stop your back from curving as you sit at the desk. Others would say, don’t sit straight, instead recline your chair. It’s quite probable that your seat is too low – many office chairs just don’t even adjust high enough, or may have large armrests that stop you sitting close enough to the desk.

The UK’s HSE recommended posture follows fairly conventional groups – sit straight, have your chair at a height where your elbows are level with your hands, and have the top of your monitor at eye level.

If you have a laptop, ideally use an external keyboard and put your PC on books or a dedicated stand to raise it up so the screen is high enough to not make you stoop or bend your neck down. Working in the typical laptop hunch is bearable on a train or plane, maybe OK sitting at a temporary desk for an hour, but should definitely not be the norm for whole days at a stretch.

There are extremes you could go to in trying to perfect ergonomics, but if all you do is sit with elbows level to your keyboard and eyeballs level with the screen, you’ll be going in the right direction.

#61: Adios, Office!

Posted on January 24, 2025 (Updated January 30, 2025) by ewand

Microsoft is seemingly ditching it’s “Office” brand, which first appeared in 1990 to describe the now-familiar bundling of 3 apps – Word, Excel and PowerPoint. Along with numerous other apps and services being added to the family, for some time the company has been pushing the online version – Office 365 then Microsoft 365 – as the default. Despite this, there is still an on-premises, discrete licensed bundle of the latest apps – Office LTSC 2024 if you really must.

Users of M365 – either personal, family or corporate bundles – can go to office.com and sign in to access all the software, services and data associated with it. This has now been renamed to cloud.microsoft and the accompanying Office / Microsoft 365 app (which is really just a PWA, a web app hosted in what looks like a Windows application) is now Microsoft 365 Copilot, in the headlong rush to call everything Copilot even when it isn’t.

Somewhat confusingly, if the “Copilot for Microsoft 365” service isn’t available the following explanation is given on the support page for the app’s transition:

What about regions where Copilot is not available?

For regions without Copilot availability, the Microsoft 365 Copilot app will remove the Copilot tab from the Home screen across web, desktop, and mobile app endpoints. However, the app name and icon will remain the same as Microsoft 365 Copilot for branding consistency.

… so, it will still be called “Copilot” even if the actual Copilot functionality has been removed.

M365 Personal / Family subscriptions

As well as being corporate fodder, ~~Office~~ Microsoft 365 has had a consumer variant for a decade: Microsoft 365 Personal gets you a single user who can have up to 5 devices where you have the Office apps installed (as well as the use of web versions), 1TB of cloud storage in OneDrive, and you get Outlook.com email without any ads. The Family subscription is around 20% more expensive and gets you the same as Personal, but for up to 6 people.

Former Microsofties can receive M365 Family for free if they’re in the Alumni Association, and with membership being less than half the price for M365 on its own, it’s worth joining if you’re eligible. If you know someone who is a current Microsoft employee or who’s an Alumnus, they might be able to get you a Friends & Family login to the eCompany Store, which lets you buy activation codes for M365 Personal or Family at a significant discount. And here’s a trick: you can stack the codes (ie. buy 3 of them for less than the cost of a regular single year’s subscription, then just apply them all to your account to kick the renewal date forward into the long grass).

Speaking of cost, M365 Personal & Family have risen in price quite a bit recently; partly because they include a load of new AI features and those cloud-based GPUs don’t buy themselves.

Welcome Copilot Users!

At the same time as potentially naming something Copilot that isn’t, Microsoft has rolled out some basic Copilot capabilities for Microsoft 365 Personal and Family users. See here for the details of what’s included and how, though if you’re really not on board with all this AI nonsense, you can opt to stay on “M365 Family Classic”, which is the same as it was before without the Copilot and Microsoft Designer guff.

You’ll be shown lots of Copilot banners if you log in to any Office app with a M365 Personal subscription or the primary user of a Family one (only the owner of the subscription gets the extra sauce, at least for now). There are ways to disable it should you want to, though not everywhere – Outlook.com displays a banner at the top of every email offering to summarize it for you…

Predictably, the User forums are full of “HOW DO I SWITCH THIS OFF” type questions. The short version is you can’t; click the X on the right to dismiss the banner but you need to do that for every. single. email. Or just learn to live with it.

And Microsoft wouldn’t be true to form if branding and packaging was simple… there’s still Copilot Pro, which gives additional capacity or the paid-for Microsoft 365 Copilot addon to business Microsoft 365 subscriptions. And Copilot functionality in Business Applications, Security, GitHub and doubtless many more…

#57: Excel-lent Conditional Formatting

Posted on December 13, 2024 (Updated December 11, 2024) by ewand

A theme of previous ToWs has been that applications often have lots more functionality than users either know or care about enough to utilise. Two of the simplest yet most impactful ways of handling data in Excel (and in Google Sheets, LibreOffice / OpenOffice etc, which basically copied the functionality) is to create tables from data, and to use conditional formatting to help them stand out.

Select a block of data – and for the purposes of these examples, we’re going to use some sample sales data – and on the home tab, it’s a few clicks to Format as Table. Even if you don’t intend to use more advanced formulae and get into naming tables and ranges, just doing the simple formatting and declaring the top row as headers gives you great ability to sort and filter the data quickly.

If you’re lucky, the table may automatically interpret the contents of your data, too – like understanding date fields. As we’ll get to later, you can even sort and filter by the appearance and not just the actual contents.

Users working on data in Excel which is clearly tabular but has not been defined as a Table, should almost be considered criminals.

Conditional Formatting made easy

Back on the Ribbon, the neighbouring Conditional Formatting control lets you add more pop to an existing Table or any other data. Select whatever cells, columns or rows you want to apply it to, and on the flyout menu you’ll have access to hundreds of options to visually distinguish certain data.

For simple “how to” and a cheesy video, check out the help on Use conditional formatting to highlight information in Excel.

If you need to do stuff that’s more complex, there’s also the option to write a formula but it’s quite different to regular Excel formulae – and can take a bit of working out, especially if it’s more complex. See the “Use a formula…” further down that previous help page.

Fortunately, there’s an easier way if you’re a Copilot user (and if you’re not, Microsoft has started pushing a free 1-month trial – just make sure you put a reminder in your diary or you’ll fall into the trap of subscribing to stuff you might not want). Rather than trying to write a formula and figure out the logic of it, you can just ask Copilot and it will comply…

After it has been applied, you could edit the rule to change its range, tweak the formula or adjust the formatting by going to the Manage Rules option under the Conditional Formatting menu. Make sure the “Show formatting rules for:” filter is set to the right area so you’ll see this and any other rules which may apply.

These rules are very useful for highlighting things that stick out – like due date on a pipeline report which have now passed, or a number that’s radically out of kilter with all the others in an export from a credit card account. If you’re dealing with very large sheets of data, you could filter the view not just by the values but by the colours that your formatting has set:

… thus temporarily hiding any of the rows which are not of interest.

Finally, you can interrogate data within Copilot without having to mess about with filters and the like, for example:

To validate that this is actually true, a pivot table can show the data by different dimensions and allow totalling, sorting and filtering: in this case, sorting (descending) by the sum of all orders:

Pivot Tables are some of the best magic that Excel delivers; it’s been a while since they’ve featured in ToW – leave a comment if you think that needs addressing. See here for more examples of Copilot prompts in Excel.

#55: Quick access to fave notes

Posted on November 29, 2024 (Updated November 29, 2024) by ewand

A few themes have re-appeared on Tip of the Week over the years … saving time by using keyboard shortcuts, finding useful but somewhat hidden bits of Windows or Office apps, etc. One of the most prominent seams to mine, however, has been an undying for Onay-no-tay.

The UX Paradox of Office Apps

Usability research into Office applications once found that 87%* of the new features users asked for, were already in the product – they just didn’t know how to find them. As more and more features were added to apps – Excel particularly, it seems – end-users just didn’t know how to “discover” them. By Office 2000, dynamic “intelli-menus” basically hid options which were more obscure or which an individual just didn’t use, and while it made things look simpler and less cluttered, it made the problem worse.

A wholescale UX rethink in Office begat the “Ribbon”, which is now pervasive in other apps; if you’re interested in such things, check out Jensen Harris’ 2008 presentation on what led to the Ribbon being conceived. The talk offers a great historical perspective but also goes over the thought processes on how these things come about.

* statistic is made up but the story holds true. Who cares if facts and figures are correct as long as the lies are well presented? How do you think Excel charts and PowerBI got so successful?

Not Just Another Toolbar

Even with the Ribbon to make things more ordered, sometimes it’s good to be able to jump straight to a feature you use commonly; the customizable Quick Access Toolbar on the top left of many apps gives you the ability to pin certain commands, and can be an invaluable way of getting to functions you like without delving into Ribbon tabs and menus.

Click the down-arrow to the right of the toolbar and you can pick from a set of suggested functions, or by customizing it, you can delve into any part of the extensive menus and pin just that one feature there. There are commands which are not even on the Ribbon, but you could pin them to the QAT if you like them…

The QAT is present in Word, Excel, PowerPoint, Access, Outlook (classic) – but not New Outlook, to some users’ chagrin. It’s not uncommon to find a similar UI feature in 3^rd party apps from the mid-2010s.

OneNote Favo(u)rites (again)

New Testament Tip of the Week #39 covered saving Favourites in OneNote: #39: OneNote Shortcuts, Favourites and Pins. Despite some of the guff being taken up with browser and mobile favourites, the good stuff in that tip was in (once again) recommending the fantastic OneTastic.

As well as providing an extensive macro capability, the OneTastic addin lets you pin a page or section to “Favorites”, and you can later go back to the same menu used to manage the pining, in order to access your previously pinned pages.

For extra goodness, try customizing the QAT and looking for Pin to Favorites…

Select it, click Add >> and hit OK. Now you’ll be able to access the drop-down for Favorites right there from the top left corner…

Happy Friday!

#54: New Outlook is coming, ready or not!

Posted on November 29, 2024 by ewand

Windows Mail or Outlook users might have already noticed that a “New Outlook” is coming. If you’ve already made the switch, you’ll be familiar with the new app’s look and maybe some of its shortcomings. For many people, it will be an improvement once they get used to it. Well, “some” rather than “many”, at least initially.

New Outlook is going to become the default mail client from January 2025. A blog post from this week’s Ignite outlines some of the new and “coming soon” features in New Outlook…

Copilot integrations. Lots of them. Organise meetings better, prepare, follow up, take better notes, have Copilot draft messages for you etc. Copilot for M365 is getting lots of new stuff too.
Erm… The only actual mention of “Outlook” in the Ignite session catalog is in the session, “Boost productivity with Copilot in Microsoft 365 apps”

There are lots of new features being built for New Outlook; some are filling in gaps compared to older experiences, though many are integrating new online services and apps (like Microsoft Places).

And there are plenty of things already in Outlook Web App (and therefore also in New Outlook) which are a step forward from dusty old Outlook (or Outlook (classic) as Microsoft is renaming it) – Snoozing email, pinning individual messages in the inbox, soon-to-arrive sorting by Copilot-deemed level of importance. If you’re responsible for delivering New Outlook to your users, check out the adoption site for more details of how to get the best out of it.

The timeline for Microsoft 365 users moving to New Outlook as a replacement for the old Outlook application has also been highlighted – from 2025, the current “Opt In” will become “Opt Out” – ie. Users will default to having the new client but can choose to revert to the old one. This will be delayed until mid-2026 for Enterprise subscribers. One glaring omission is the date when this Opt Out phase will be removed …

A quick history lesson

Outlook has been the primary email client for Windows & Office, since Office 97 appeared 28 years ago. Outlook evolved over numerous versions and was joined by a variety of other, different apps using the same name, even if they didn’t share anything else – mobile apps, based on software from acquisitions, and a web client that came from email server teams in Exchange. Even the old Hotmail service adopted much the same UI and was renamed Outlook.com.

Another similarly named app was Outlook Express, a rebranding of the previous free “Internet Mail & News”, used primarily to connect to ISP-provided services using internet standards (IMAP, POP, NNTP). Outlook Express eventually went away and was ultimately succeeded by Windows Mail, or Mail and Calendar.

Both of these – the heavyweight mail & calendar app for Office users, and the “lightweight” one that came with Windows 10/11, are on the verge of collision. It will be a long time before Microsoft can completely yank the carpet from underneath Outlook, but if you’re a Mail and Calendar user then your time is running out.

What will happen on 1^st January 2025? Will Mail users be forced to move to Outlook – seems likely. Will there still be a way to revert to Mail even if they don’t care about “support”? Expect there to be unsupported back doors for a while, but eventually resistance will prove futile.

If you find yourself using New Outlook and feel like reverting back for a few more weeks, there’s still time to go to Settings | General | About and hit the button to Open mail instead.

What’s what with New Outlook

The New Outlook application isn’t really a Windows app in the same vein as the old Mail app (which is/was a UWP app, whose raison d’être disappeared when Microsoft’s mobile ambitions died) or the classic Outlook (a regular Win32 app). New OLK is a wrapper on the Outlook Web App which is provided by Outlook.com/M365, so most of the functionality is really happening in a browser that is embedded in the application. This is part of a long-planned move of unifying the PC, Mac and web versions of Outlook and probably, in time, mobile ones too.

Some licensing changes were snuck in with New Outlook, then clarified as the restriction was lifted somewhat. [In a nutshell; if you only have an M365 Basic license, you cannot use New Outlook on your mailbox, even though you could use Outlook (classic)… think of it like closing a loophole which may or may not have existed previously]

What’s wrong with New Outlook

OK, there may be a few gotchas and glitches and some things aren’t quite finished, but so what?

If performs well enough – which it kinda-does – then who cares? Well, for Windows users at least, there are some pretty sizeable gotchas which are going to be hard to fix, if not impossible:

Offline. Every other email app that’s been written for Windows for years has had the ability to store an offline copy of your mailbox. Outlook 2003 and later even defaulted to using that local copy when running against an Exchange mailbox. Some offline capabilities have been / are being added to New Outlook, to help make it useable when you temporarily lose a connection, but so far, it’s a long way from having a full offline copy of your mailbox.
Gmail / iCloud / Yahoo! etc mail. Old Outlook and Windows Mail could both connect to Google Mail (and a variety of others, including IMAP mailboxes from old ISPs), by essentially downloading the email and doing everything locally, most likely synched with the original mailbox. New Outlook doesn’t have the offline spuds to do that yet, so it needs to sync all your Gmail into “the Microsoft Cloud” first – see here for “details”.
There’s no obvious way to see how much storage you’re using (or where the data is being held) though at least for now, there’s no additional charge. Some people might get a bit worried about Microsoft hoovering up all the email from a 3^rd party inbox and storing the data in its cloud… even if their responsible AI and privacy pledges say they won’t do anything with your email, it’s now not under your control.

Cross mailbox functionality is non-existent.

Search. Though you can add multiple mailboxes into a single New Outlook window, in effect you’re just pointing to nn number of M365/Outlook.com instances, one-at-a-time. Oh, and you can’t re-order them once they’ve been added.

This means that if you have – say – a work M365 mailbox, a private Hotmail/Outlook.com mailbox and maybe an old Gmail account, all synced and running in New Outlook, you can’t search for something across all of them. Ironically, the Outlook mobile client (at least on Android) does a great job, not only searching across account but presenting a single Inbox view composed from all of them.

Since each account is a separate thing on the back end, there is no way that cross-mailbox search will work unless there’s either a way of orchestrating it on the service (very non-trivial) or until all mail data is downloaded locally and the search carried out there. See item 1 in this list – not going to happen at all, or at least not in the foreseeable future.

Calendar. Other small gotchas get in the way here, too. Though the Calendar view tries to present a single view of a schedule composed from multiple mailboxes, when you create a new calendar entry, it starts from whatever your default account is.
Start adding details – subject, changing meeting times, etc – and if you realize you meant to use a secondary account, then it’s simple enough to click the drop-down box at the top of the calendar item and choose the account you wanted.
And everything you’ve just edited will be lost, with a blank entry now created in your other calendar.

Drag & drop. There’s no way of dragging stuff from one mailbox to another and there’s no way of importing from or exporting to a PST file either, yet. If you’re leaving a company and want to make sure you have all your private calendar entries and contacts, along with any personal mail you have stored in your work mailbox, better use Old Outlook to do that move.
Also, if someone sends you an attachment, in Old Outlook, you could drag and drop it into a folder elsewhere on your PC; no longer. You need to save it to OneDrive or download it to your computer first.

Zoom is horrible. Especially on smaller laptop screens, it might be necessary to zoom in and out of the preview pane in mail. In Old Outlook – just as in Word, Excel, PowerPoint, Edge, Chrome and however many other applications, if you use a mouse scroll wheel while holding down the Control key, the content in the application window will smoothly zoom in and out. Ditto zooming in and out using a pinch motion on a trackpad, or pressing CTRL +/-.
In New Outlook, some zoom motions don’t work (pinching on the trackpad) or if they do (mouse wheel + CTRL), it’s far from smooth and also zooms everything around the content too – including all the UI surrounding the content like the Reply buttons etc. It’s jarring evidence of the fact that everything in the preview pane is just the OWA browser view, and you’re zooming into everything, buttons and all, not just the content of the message

Example – here’s an email at 100% magnification:

Increase Zoom to 200%:

Yuck.

There are plenty of other things which grind the gears of online commentators, though some people quite like it (even if they later conclude that it’s still got room to improve).

If you’re using New Outlook, keep sharing your views on https://aka.ms/newOutlookFeedback and hopefully Microsoft will fix the stuff that’s not insurmountable, in addition to the quest to “Copilot all the things!”

#53: Right tool for the job

Posted on November 20, 2024 by ewand

Anyone who has worked in IT for long enough will likely have seen cases where unwitting users are wielding completely the wrong utility or application to get stuff done. Perhaps the entire company finance system is running on an old Access database, or the accountants were using a spreadsheet for holding something other than numbers? It’s one thing having lots of tools, but knowing which one to use when is sometimes a lost art.

Sometimes, organizational culture is to blame – if all you have is a hammer, everything looks like a nail (as how Microsoft leaders once felt about Oracle’s Larry Ellison saying that “database” was the answer to every question). Some companies use email for everything, others have moved all their internal comms to Teams or Slack, and occasionally use email only for customers.

The advent of Electronic Forms

One early measure of effectiveness of newly-installed IT systems, was the inefficiencies it managed to replace – and reducing paper forms was one often paraded benefit. Literally cutting red tape, not only speeding everything up and reducing wasted paper, moving to electronic forms was and is an easy case to make. Nowadays, you’d use a web form onto some kind of cloudy data store without even thinking about it, but it wasn’t always so simple.

In the late 1990s, forms were a key component of “Groupware”, with Lotus Notes being the early market leader (and which spurred Microsoft into competitive action in trying to build an alternative).

Microsoft had a separate E-Forms product as far back as the early 1990s, running on top of the old MSMail system, later being migrated into Exchange. The idea was that companies could easily make forms to send around in email, capturing data fields and making smart routing and workflow decisions along the way. It’s safe to say, they never really took off…

Outlook picked up forms duty (see here, in the cutting edge “Developing a workflow application” Exchange 5.5 whitepaper). There are still vestiges of Forms Designer in Outlook today (if you’re on Outlook (classic) rather than the upstart New Outlook, that is).

Forms in the 2020s

It’s so easy to use forms now – quickly building a web front end to a set of data is par for the course with Google Forms and Microsoft Forms, to name just two examples. Both are available in free versions (using a consumer Gmail/Outlook type login) or are part of corporate packages which bring extra functions and access to other data.

It is easy to create a form with some simple validation, and then collect responses from people – anonymously or (if they’re in your organization) capturing the logged-in username of the person who submitted it. Results are easily summarized and viewed with charts, word clouds~~wordclouds~~ and the like.

Each form is basically a series of questions, with different types used to validate data – like getting a rating, picking a date, choosing from set options or even entering specific types of text or numbers.

There are lots of scenarios where a simple form could take the place of sending an email – like registering for an event and collecting dietary requirements, or asking a group of people for a time and place that works best to meet; instead of trying to juggle lots of responses, a form could be the ideal way to present options and get their selections.

For meeting arranging scenarios there are numerous ways of trying to make this simpler – from websites like Doodle, the various Calendly/Bookings options for 1:1 meetings, or the former add-in utility FindTime for finding group availability in Outlook, which has now been replaced with a built-in Scheduling poll feature.

2020s meet 2000s

There are some things which should be easy, using Microsoft Forms, that are just not. Even though Forms can be run inside a M365 organization’s own tenant, and therefore we know who everyone is as they’ve already signed in, there’s no way of adding a “Person” to a form, such that they could be picked from the directory.

To do that needs to revert to an altogether older form technology – the SharePoint List. Originating from 2001, SharePoint really hit its stride by 2007, offering lots of web-based collaboration functionality that almost equalled what Lotus was doing a decade earlier. Microsoft did have another forms/data toolset, InfoPath, with SharePoint integrations – but that’s gone away now, not replaced with any single thing. We don’t really talk about InfoPath any more.

Using SharePoint and with~~With~~ a bit of nous, you can~~could~~ quickly build a detailed list – think of it like a simple database – and generate a form with data validation, branching logic and so on.

But a much easier way is to look at the newer Lists web app, which combines simple forms stuff with a SharePoint based back-end, meaning there’s more integration with M365, including directory integration …

… which looks a lot better than having to type someone’s name in.

Lists is part of M365 (look in the app grid on the top left if you go to Office.com and sign in, then peek under the More Apps section). )

In true Microsoft fashion, there are many ways to skin this feline – there’s also Loop, which could be used to do all kinds of groovy things in browsers, Teams, Outlook and more. Oh, and PowerApps. Mash all these tools together and you can build a spidery app legacy to keep your successors entertained for years.

#45: Copilot updates flying in

Posted on September 20, 2024 (Updated September 19, 2024) by ewand

Microsoft unveiled “Wave 2” of Copilot for Microsoft 365 earlier this week; if you haven’t seen the video, you can catch it here, or check out Teams guru and MVP Tom Arburthnot’s tl;dr summary of the key announcements and the demos.

BTW, if you are a Microsoft partner, you might have heard during MCAPS Start in July, that (woo-hoo!) Microsoft was going to give you some free Copilot licenses as part of the benefit of being in the partner program.

The latest Benefits Guide shows that Copilot goodness is indeed coming in January 2025, but it might be a bit less generous than expected… Basically, don’t bank on getting more than a handful of seats as part of the package, and if you don’t think Copilot gives you enough benefit to bother paying for it, then, well…

Talking of “what’s new” with Copilot, Microsoft veteran Malcolm Bullock has a thought-provoking explanation of what he means by “Nothing has changed but everything is new”.

Some of the stuff that was announced in the Wave 2 jamboree will be coming later this year, such as Copilot automatically prioritizing your emails in Outlook. Other pieces – the Narrative Builder in PowerPoint, for example, are here already.

The PowerPoint Copilot functionality is amazing. Give it a couple of lines of content and it will generate a whole load of slides by finding out information to flesh out your idea. If you’re an expert in an area then it might seem to give a glib, high-level overview with not-quite-correct images, but all of that can be tweaked and updated later.

Here’s an example:

… and literally a few moments later, it presented…

Not bad at all. At least it has a framework which could be used to flesh out stuff in more human detail.

While Copilot might have its most immediate use in helping to create content like images or writing documents/emails for you, there are other collaborative benefits too, some of which were covered in the announcement. As Malcolm says above, maybe we will need to tweak how we collaborate (using channels instead of chat for group discussions, for example) to properly harness the capabilities to good effect.

On asking Copilot in Edge to summarize the announcement page to less than 200 words, it offered:

· Copilot Pages: Introducing a dynamic, persistent canvas for AI collaboration, allowing teams to work together in real-time with AI-generated content.

· Enhanced Microsoft 365 Apps: Significant improvements in Teams, Excel, PowerPoint, Outlook, and Word, including new features like Copilot in Excel with Python for advanced data analysis.

· Copilot Agents: New AI assistants to automate and execute business processes, with an easy-to-use agent builder for creating custom agents.

· User Feedback and Updates: Over 700 product updates and 150 new features based on feedback from nearly 1,000 customers, improving performance and user satisfaction.

So there are lots and lots of new features coming, if not here already. Yay.

Meetings, transcripts and notes

One of the nicer new widgets that Copilot has brought recently is for putting meeting notes into OneNote. Previously, to record what happened in a meeting, you’d ask either Teams Premium or Copilot to generate some kind of notes, then copy/paste the text into OneNote alongside other stuff you might have jotted down yourself during the meeting.

Now, it’s made the process a whole lot easier – first, you need to be sure the meeting has been recorded or transcribed. If you go back to the Meeting inside Teams (look in the Chat node), you might see a Recap option which will give you the summary of what happened, along with actions that were discussed:

Now, go into OneNote, navigate to your existing notes page for a meeting (or create a new one) and go to Insert Meeting details. It will offer you a pane on the right side showing a selection of meetings from your calendar.

Previously, this would have copied just the bumph from Outlook like the date/time, subject and who the attendees were – useful as that is – but now has added a bunch more…

It’s a brilliantly useful way of adding some extra content to notes you might already be taking, or just to more easily organize notes and follow up actions from within OneNote rather than grubbing about in Teams to find them.

#40: Product Roadmaps – over/under promise/deliver?

Posted on August 16, 2024 by ewand

Since the early days of personal computing, products were always defined and sold to their eager customers on the basis of what features they had, or were going to have. ACME Computers would produce a feature matrix showed its widget program was better than XYZSoft’s similar one because it could start quicker or store more pages or print nicer fonts or whatever seemed important at the time.

Talking about features – or, even better, showing them – would be enough to convince users to open their chequebooks, so before RoI, business value, personas or use cases showed up, the product feature sheet and product demo were all important.

The brilliant Bob Cringely wrote in his seminal tome Accidental Empires of many significant bits of the history of the PC, Mac et al (or Accidental Empires: How the Boys of Silicon Valley Make Their Millions, Battle Foreign Competition, and Still Can’t Get a Date to give its full title). One tale was of a young Bill Gates demonstrating Word for Mac 3.0 somehow navigating a demo of a product so buggy that any number of clicks in the wrong place could have blown the whole thing up.

As well as selling what you have – or are going to have, real soon now – to prospective customers, there’s also a need to show that more stuff is coming down the line. The Product Roadmap shows long-term commitment and vision but also ties you into doing things that people bought your product for, even if they prove harder than you thought or less important because other things have changed.

Does saying you’re going to deliver this feature or that function tie one hand behind your back, but without it, customers could go elsewhere? In the old days, a roadmap or a demo of something that wasn’t really finished was as much a reason to stop people buying a competitor’s product, causing them to wait to see how yours turns out, as it was to get them to commit to buying something today – especially when the thing you’re showing isn’t yet available.

In the 1980s and perhaps later, Microsoft was a well-established peddler of “vaporware” – BillG even received a “Golden Vaporware” award for the years-late arrival of Windows 1.0, though the practice of promising much a long time before delivery had been going on for more than a century before.

When it all goes wrong

Sometimes a company will have scored such a momentous own-goal that its roadmap is more a plan for recovery and survival, than a yellow brick road to a brighter future. One such example is maker of homey WiFi HiFi gear Sonos, who rushed out a whole new software stack so they could launch some new products.

Sadly, the new app was missing a lot of features from the old one, was slow and unreliable and in forcing it out, they shot themselves in both feet and greatly annoyed many of their loyal fans.

Sonos’ CEO later had to apologize and promised to make things better over coming months, surely made harder by recently announcing a 6% staff layoff. Added to the 7% cuts made the year before, whatever the future holds for them might be that bit harder to reach.

Microsoft Roadmap update

Sometimes, a roadmap leads to a cul-de-sac – the product is killed, dies of natural causes or similar. But when it supposedly gets many users, the majority won’t really care what features and functions are being added day-to-day.

Over in Redmond, the roadmap of specific products and features might seem less important (unless they’re selling the products, or others selling products to them), yet quite some effort goes into maintaining roadmaps for the Microsoft 365 offerings. Presumably it’s to keep existing customers informed and happy enough, reminding them what they’re getting for their continued subscription. Or sometimes to provide early signal that certain things are going away, even if only so they can later point to that notice when someone moans about their favourite thing being wiped out.

The Roadmap site has been growing its coverage outside of core M365 products, and there are other sources of roadmap info – Azure, Windows (and info for Insiders), Dynamics & Power Platform and probably more.

In other parts of Microsoft, the moderately-loved Paint 3D – the supposed successor to the venerable MSPaint – has now been given it’s marching orders. Back when the future was in 3D – from the TV in your living room, to the massive goggles on your face, it’s was all about that 3^rd dimension until it wasn’t.

#34: Bringing AI to the Whiteboard

Posted on July 5, 2024 (Updated July 4, 2024) by ewand

One of the joys of in-person group meetings is when someone grabs a whiteboard marker and starts laying out their still-forming thoughts to the enthralled audience, almost as popular as the person who always asks a question 2 minutes before the meeting is due to end. Thankfully, there is a digital whiteboard for use in virtual and hybrid Teams meetings, too. And like seemingly everything else, it’s getting a sprinkle of Copilot-y Goodness.

The Whiteboard app has appeared in previous ToW’s (before the Great Reset) – here. As a quick summary: if you’re a Microsoft 365 subscriber, you’ll find the Whiteboard tucked under More apps in the grid on the top left on numerous sites…

… or available directly on https://www.microsoft365.com/apps/ or just launch it directly from https://whiteboard.office.com/. A Windows app is available in the Store, though it’s really just a wrapper for the web experience.

Whiteboard is intended as a multi-user collaboration tool, available in the browser as above, or in Teams, by using the Share button (NB: if you look under the Apps button to the left of Share, you won’t easily find this Whiteboard, but there are other “Whiteboard…” 3^rd party apps which will show up: YMMV).

One very cool new feature is the ubiquitous Copilot option; it can help get you started on a brainstorming exercise, for example. Start by giving it an idea of what you’re trying to work on

… and it will come back with headings which can be quickly added as Post-it style notes

Selecting one of them and choosing Categoris|ze …

… will arrange them into subject blocks.

And selecting any one and selecting Suggest will go a level deeper and bring up some additional points.

As a discussion starter, it’s brilliant. Give it a try and see what kind of inspiration you might find.

The main Whiteboard info page is here. There are some cool templates available for getting started with some pretty detailed layouts for workshops, Kanban boards etc; more info here.

RIght, now there’s only 5 mins to go, the meeting is starting to wrap up – for goodness’ sake, keep your hands down.

#31: Easy and Excel-lent Data sources

Posted on June 14, 2024 (Updated June 12, 2024) by ewand

Most people who have spent time using Microsoft Excel will realize that it probably has more capabilities than they’ll ever understand, much less use. There are so many functions used to collate, display and interpret data that it’s no wonder people turn to using it for all sorts of things.

There have been numerous attempts to make user-friendly data tools for Excel, from web-scraping 3^rd party sites to the short-lived Money in Excel for American users which bit the dust before it was barely out of diapers.

More recent releases of Excel include several Linked Data Types which can retrieve and manipulate data from “reputable sources of data, such as Bing”… (which, incidentally, had its 15^th birthday recently). Companies with suitable data governance can expose internal info for analysis, or regular end users can get started with share prices, currency conversions and geographical data.

In the Data tab in the current versions of Excel on multiple platforms, you’ll see 3 or 4 types of data that can quickly be inserted – they will perform a lookup on external information and return a data set in the background which can be displayed and otherwise interacted with using formulae, lookups and other standard data tools in Excel.

Getting real-time data is pretty straightforward – create a blank table with a single column in which you’ll enter your key data items that you want to expand on – for currency conversions, it would be a pair of currency symbols (USD:EUR or GBP/USD etc) that you then select and mark as Currency from the data tab. That then lets you easily add other columns for specific lookup data, and that can be referenced itself through other formulae too.

Stock lookups work similarly, by entering the ticker symbol in one column and potentially going through a matching exercise to find the right one. Handy, if you have a workbook for calculating when you can stick it to the man and retire to a patch in the Tuscany hills: you can automatically look up the stock values and convert their currencies too, if required.

There’s some location stuff as well, invoked by entering city or area names; it’s more text-based reference info which is returned, though it might be possible to feed some of the data into a Map Chart for further visualization.