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Connect with Customers:
and Office Tips and Tricks
$
Denis Wilson
ModernBiz
Agenda
PART 2 50 tips, tricks and hints for Office
PART 3 How to get started
PART 1 How technology can help you
connect wi...
Valuable customer
insights
More engaging
interactions
It’s what you
know about
the people who
know you.
We want to understand
our customers better.
What does
my modern
business need?
We need to analyze
data quickly.
Nearly hal...
Business insights
Mobile
communications
& conferencing
Collaborating
with teams
Solutions for connecting with customers
0
...
Get the complete picture. Find
and combine data from internal
and external sources with
familiar tools to help make
busine...
Seamlessly use your familiar
Office tools with your team –
whether online or offline – to
quickly build and deliver high
q...
Maintain a
personal
connection.
Easily keep track of your
customers and connect with
them on a regular basis to build
ongo...
Agricultural Trade Group
Supports Hundreds of
Members with Microsoft
Cloud Solution
The California Strawberry Commission n...
General Tips,
Ticks & Hints
1. Stream Office anywhere
Use your Microsoft ID to stream copies of your Office apps to other ...
5. Use Flickr and Facebook pictures
Drop in pictures from the newly revamped Flickr or Facebook by
connecting your account...
General Tips,
Ticks & Hints
6. Zoom with your fingers
Using a fancy touchscreen laptop or tablet with Office 2013? Use two...
General Tips,
Ticks & Hints
10. Remove the Start screen
When launched, the Office 2013 apps show a dynamic Start screen by...
Word Tips,
Ticks & Hints 11. Read more easily
Word's new-look Read Mode (under the View tab) makes browsing
documents easi...
Word Tips,
Ticks & Hints
15. Embed videos
Load in online video clips from YouTube and elsewhere using the new
Online Video...
Word Tips,
Ticks & Hints
16. Edit PDFs
Fully fledged PDF editing finally arrives with Word 2013, though you
might lose som...
Word Tips,
Ticks & Hints
20. Try inline wrapping
Word's text wrapping options can now be found by clicking on the icon
tha...
Excel Tips, Ticks
& Hints 21. Use Flash Fill
Give Excel 2013 some examples at the top of a column (such as
names), and it ...
Excel Tips, Ticks
& Hints
25. Take a peek
Highlight a group of cells then click the Quick Analysis icon (bottom-
right) to...
Excel Tips, Ticks
& Hints 26. Filter by timeline
Excel 2013 enables you to quickly create timeline filters for any date
co...
Excel Tips, Ticks
& Hints
30. Add watermarks
You can add watermarks to your spreadsheets, though they're only visible
in P...
PowerPoint
Tips, Ticks &
Hints
31. Check out Presenter view
The Presenter view for secondary screens gives you far more fl...
PowerPoint
Tips, Ticks &
Hints
32. Go widescreen
If your display is a widescreen 16:9 aspect ratio, make your slides 16:9
...
PowerPoint
Tips, Ticks &
Hints
36. Tweak themes
You can choose slideshow themes from the Design tab, but you can
also twea...
PowerPoint
Tips, Ticks &
Hints
40. Export as a video
Select 'Export' from the File menu to save your PowerPoint presentati...
Outlook Tips,
Ticks & Hints
41. Reply inline
Try it out - replies now stay right in the reading pane. Click the Pop Out
bu...
Outlook Tips,
Ticks & Hints
45. Take quick action
Use the floating cross icon to delete, the flag icon to flag and the blu...
Outlook Tips,
Ticks & Hints46. Customize search folders
Choose Search Folders then New Search Folder from Mail to create a...
Outlook Tips,
Ticks & Hints
50. Preview links
Outlook's new navigation strip for Mail, People, Calendar and Tasks
includes...
ModernBiz
Choose your own path to modern,
with flexible, familiar, and trusted
solutions for your business – desktop
to mo...
Add Office 365 &
Dynamics CRM
Online
 Save 28% when you purchase
Dynamics CRM Online and Office
365 Business Premium toge...
Next steps
Ask for your “GET OUT OF TROUBLE, FREE” card.
This will provide your small business with 5+ users to
a free 2-h...
Contact
Optimize. Reinvigorate. Profit.
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SlideShare.net/dwpia
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Connect With Customers: and Office 2013 Tips and Tricks

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ModernBiz as defined by Microsoft. Combine Office 365, Dynamics CRM Online and Windows 10 on any platform and you have a winner. Learn how to make your business a ModernBiz.

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Connect With Customers: and Office 2013 Tips and Tricks

  1. 1. Connect with Customers: and Office Tips and Tricks $ Denis Wilson ModernBiz
  2. 2. Agenda PART 2 50 tips, tricks and hints for Office PART 3 How to get started PART 1 How technology can help you connect with and understand your customers
  3. 3. Valuable customer insights More engaging interactions It’s what you know about the people who know you.
  4. 4. We want to understand our customers better. What does my modern business need? We need to analyze data quickly. Nearly half of MB’s say BI/Analytics is important. AMI Partners 2014 48% of SMB tablet users make sales or marketing presentations on their devices.” Forrester Technographics Workforce Survey, Q4 2013 0 20000 40000 60000
  5. 5. Business insights Mobile communications & conferencing Collaborating with teams Solutions for connecting with customers 0 20000 40000 60000 0% 100% 2009 2018 2020
  6. 6. Get the complete picture. Find and combine data from internal and external sources with familiar tools to help make business decisions faster. Get to the data you need, fast – with tools you already have. Business insights Mobile communications &conferencingCollaborating with teams Establishing a professional presence Productivity apps Quickly access data from multiple sources—like Microsoft Dynamics CRM Online and external social data—and bring it together with a few clicks in Office 365 and Excel. Social media LOB apps Microsoft Dynamics
  7. 7. Seamlessly use your familiar Office tools with your team – whether online or offline – to quickly build and deliver high quality proposals, brochures, and presentations. Collaborate to create a clear, compelling story. Office 365 has professional charts and templates for sales proposals, brochures, and presentations. Edit, share, and lock PDF’s with ease. Business insights Mobile communications &conferencingCollaborating with teams Establishing a professional presence
  8. 8. Maintain a personal connection. Easily keep track of your customers and connect with them on a regular basis to build ongoing sales relationships. Schedule meetings easily with shared calendars and set periodic alerts to remind you to connect with Outlook in Office 365 Quickly set up online or in-person meetings with customers from anywhere, on any device, using Skype for Business and Outlook in Office 365 Connect with customers on their preferred channel, whether that is a chat, email, phone or video conversation, in one click from within Microsoft Dynamics CRM Online. Business insights Mobile communications &conferencingCollaborating with teams Establishing a professional presence 0% 100% 2009 2018 2020
  9. 9. Agricultural Trade Group Supports Hundreds of Members with Microsoft Cloud Solution The California Strawberry Commission needs to deliver IT services to employees and several hundred member growers, shippers, and processors—despite an IT department made up of only one technical employee. To address this challenge, the CSC deployed Microsoft Office 365, Microsoft Dynamics CRM Online, and Windows Azure SQL Reporting offering highly scalable, enterprise-class IT capabilities for a minimal investment. The result: IT staff are now more productive and can focus on projects that provide strategic value. “By moving to Office 365, we can access the same feature set and provide the same enterprise-level of commitment as a much larger IT organization. That’s a success for us and our members.” Stan Massat, Information Systems Manager Improve productivity of their mostly mobile workforce while increasing security as well Deliver the best possible user experience to staff while saving money; all with only two IT resources who also serve external members Realize their strategic vision for cloud technology that enables the business to scale 30 employees | Non-profit | www.calstrawberry.com
  10. 10. General Tips, Ticks & Hints 1. Stream Office anywhere Use your Microsoft ID to stream copies of your Office apps to other PCs (Windows 7 or Windows 8.1). Log into the Office website to use Office on Demand. 2. Pin locations Save your most-used folders to the Open screen in any application - use the pin icon to the right of a recently opened workbook or folder. 3. Save to SkyDrive Office 2013 makes full use of your SkyDrive account, and you can save your files to the cloud, access them from anywhere and sync them across computers. 4. Change Office's look and theme Access the Account page from the File tab in any app to reveal a selection of options for changing the background and theme of the suite.
  11. 11. 5. Use Flickr and Facebook pictures Drop in pictures from the newly revamped Flickr or Facebook by connecting your account through the Online Pictures option under the Insert tab. General Tips, Ticks & Hints
  12. 12. General Tips, Ticks & Hints 6. Zoom with your fingers Using a fancy touchscreen laptop or tablet with Office 2013? Use two fingers to zoom in or out of any document, just like on your smartphone. 7. Add apps Office finally joins the app revolution - visit the Office website to find apps you can run on top of Word, Excel and Outlook. The store is labelled as US-only, but you can still make use of it. 8. Get Skyping If you've signed up for the subscription-based 365 flavour of Office 2013, you may not know that you get 60 minutes of Skype credit free each month. 9. Try a parallel install You might have already noticed this, but you can keep older versions of Office running alongside the 2013 version, should you need to (with the exception of Outlook).
  13. 13. General Tips, Ticks & Hints 10. Remove the Start screen When launched, the Office 2013 apps show a dynamic Start screen by default. To see a blank new document instead, select File and Options, then untick the Start screen option on the General tab.
  14. 14. Word Tips, Ticks & Hints 11. Read more easily Word's new-look Read Mode (under the View tab) makes browsing documents easier, and it supports touchscreen input too. 12. Define words Right-click on a word and choose Define to pick a dictionary and see its definition. You can even get help with pronunciation if you need it. 13. Reply to comments Word 2013 enables you to reply to document comments, and even mark them as 'done', for a smoother workflow. 14. Get better borders Table borders have been given some love in Word 2013, with additions such as the Border Painter tool (for copying border formatting), which is under the Design section of the Table Tools tab.
  15. 15. Word Tips, Ticks & Hints 15. Embed videos Load in online video clips from YouTube and elsewhere using the new Online Video button under the Insert tab.
  16. 16. Word Tips, Ticks & Hints 16. Edit PDFs Fully fledged PDF editing finally arrives with Word 2013, though you might lose some layout settings. Edited documents can be saved as PDF or DOCX files. 17. Change the defaults New documents use Calibri and double spacing by default. Change this by right-clicking on the Normal stylesheet icon and choosing Modify. 18. Benefit from live alignment Click and drag and object on the page and you'll see faint green marker lines appear, DTP-style, enabling you to line up a series of elements more easily. 19. Rearrange lists Not a new feature, but still a good one - use Alt+Shift then the up or down arrow to rearrange items in a bulleted or numbered list, no cutting and pasting required.
  17. 17. Word Tips, Ticks & Hints 20. Try inline wrapping Word's text wrapping options can now be found by clicking on the icon that appears at the top-right whenever a picture is selected.
  18. 18. Excel Tips, Ticks & Hints 21. Use Flash Fill Give Excel 2013 some examples at the top of a column (such as names), and it can copy the formatting downwards. See Microsoft's Office Blog for a guide. 22. See key tips Press Alt to see letters appear over every entry on the ribbon menu - tap the relevant key to activate the option. 23. Get recommended charts Use the Recommended Charts button under the Insert tab to see a selection of charts that Excel thinks suit the data you've selected. 24. Preview chart styles Select a chart, click the brush icon and you can preview changes to the chart style and colors without making changes.
  19. 19. Excel Tips, Ticks & Hints 25. Take a peek Highlight a group of cells then click the Quick Analysis icon (bottom- right) to see a peek of suggested charts, formatting and totals for the data.
  20. 20. Excel Tips, Ticks & Hints 26. Filter by timeline Excel 2013 enables you to quickly create timeline filters for any date column in a pivot table or chart (the option is under the PivotTable Tools tab). 27. Use manual formulas Excel attempts to complete your formula's auto-suggest style by default, but you can disable this via the Formulas tab on the Options dialog, reached through the File menu. 28. Play with multiple windows Excel 2013 joins Word and PowerPoint in opening each file in a new window (and taskbar window), making it easier to arrange them on screen. 29. Do quick tallies Select a group of cells to see the average value, the number of cells and the sum of all the selected values in the lower right-hand corner.
  21. 21. Excel Tips, Ticks & Hints 30. Add watermarks You can add watermarks to your spreadsheets, though they're only visible in Page Layout view - simply load an image as a header (Insert/ Header & Footer).
  22. 22. PowerPoint Tips, Ticks & Hints 31. Check out Presenter view The Presenter view for secondary screens gives you far more flexibility, including the option to zoom into specific points on a slide. 32. Explore the Format pane Open the Format pane (right-click an object and choose 'Format Shape') and it automatically adjusts to show the options available for the currently selected object. 33. Add background music Set an audio track to play for the duration of your slideshow with the Play in Background option on the Playback tab. 34. Filter photos Append "photo" to your searches from the Online Pictures dialog to filter out line drawings and clip-art from the results.
  23. 23. PowerPoint Tips, Ticks & Hints 32. Go widescreen If your display is a widescreen 16:9 aspect ratio, make your slides 16:9 too, via the Slide Size drop-down under the Design tab.
  24. 24. PowerPoint Tips, Ticks & Hints 36. Tweak themes You can choose slideshow themes from the Design tab, but you can also tweak the colors, fonts and effects used via the Variations box. 37. Customize shapes Select two or more standard shapes then choose Merge Shapes under the Format tab to combine them into a custom shape. 38. Pick colors From the Fill option through PowerPoint 2013 you can use the Eyedropper tool to pick a color up from elsewhere in the presentation. 39. Embed slideshows Head to the upgraded PowerPoint web app to embed your slideshows anywhere online, complete with transitions and animations.
  25. 25. PowerPoint Tips, Ticks & Hints 40. Export as a video Select 'Export' from the File menu to save your PowerPoint presentation as an MP4 clip, complete with transitions and media files.
  26. 26. Outlook Tips, Ticks & Hints 41. Reply inline Try it out - replies now stay right in the reading pane. Click the Pop Out button if you want to go back to the old way of working. 42. Link contacts Combine data from Facebook, LinkedIn and other sources, just as you can in the Windows 8 People app - choose Link Contacts from any entry on the People screen to do so. 43. See more or less Choose View then Message Preview to turn off preview snippets for your messages, or to reduce them to one, two or three lines long. 44. Make navigation more compact Outlook's key components (Mail, Calendar, People, Tasks) now stretch all the way across the bottom of Outlook's interface. Click the three dots on the strip, choose Navigation Options and tick Compact Navigation to revert back to the icon approach.
  27. 27. Outlook Tips, Ticks & Hints 45. Take quick action Use the floating cross icon to delete, the flag icon to flag and the blue bar to the left to mark messages as unread, straight from the conversation list. These quick actions can be applied to multiple emails at the same time, too.
  28. 28. Outlook Tips, Ticks & Hints46. Customize search folders Choose Search Folders then New Search Folder from Mail to create a custom search folder that automatically updates as new matches come in - you can use keywords, contacts and more as criteria. 47. Filter emails Use the Filter Email option on the Home tab to filter emails by those with attachments, by date, by sender or using a range of other criteria. 48. Save the view Once you've got the Outlook interface set up just the way you like it, save the view configuration via View > Change View > Save Current View. 49. Restore the To Do Bar Outlook 2013 hides the To Do Bar. Select the To Do Bar option under the View tab to bring it back.
  29. 29. Outlook Tips, Ticks & Hints 50. Preview links Outlook's new navigation strip for Mail, People, Calendar and Tasks includes a preview feature: hover over any link to see it.
  30. 30. ModernBiz Choose your own path to modern, with flexible, familiar, and trusted solutions for your business – desktop to mobile, server to cloud. $
  31. 31. Add Office 365 & Dynamics CRM Online  Save 28% when you purchase Dynamics CRM Online and Office 365 Business Premium together Use customer insights to enable deeper connections and more personalized customer experiences Identify and focus on sales opportunities that will help you build more profitable relationships Consolidate customer details like buying, service, and communication history in a single location Use data as a competitive advantage—to help you know your customers and prospects Understand your customers * *Pricing may vary by location. For new or existing Office 365 Business Premium customers. Applies to Dynamics CRM Open License. Valid 1 Feb 2015 – 30 June 2015. Minimum 5 subscriptions.
  32. 32. Next steps Ask for your “GET OUT OF TROUBLE, FREE” card. This will provide your small business with 5+ users to a free 2-hour service call. We can do a Network Health and Security Audit and Report, or service any issues that you might have with your server or user desktop PCs.
  33. 33. Contact
  34. 34. Optimize. Reinvigorate. Profit. Slide Deck: SlideShare.net/dwpia LinkedIn.com/in/dwpia

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