Microsoft CRM for Outlook eBook

Posted on by Keith Cockerham

The Microsoft CRM for Outlook add-in allows users to access Microsoft CRM functionality directly from Outlook’s familiar interface. Microsoft have produced a free eBook which talks you through the features.
The book describes everything you need you need to get started including working with tasks, emails, appointments and more. It also discusses how to take CRM data offline.

With the CRM for Outlook add-in, you can take advantage of all that CRM has to offer directly from the familiar Microsoft Outlook interface. And now there’s an eBook that walks you through the steps of using CRM for Outlook.

Microsoft CRM for Outlook eBook

Training Videos for Microsoft CRM 2015

Posted on , updated on by Keith Cockerham

Training for Microsoft Dynamics CRM 2015

Are you ready for Microsoft Dynamics CRM 2015?
Below is a list of Microsoft Dynamics CRM 2015 training videos provided by Microsoft

Microsoft Dynamics CRM 2015

CRM for Phones and Tablets

Product Catalog New Features

SLA Management New Features

Customisation New Features

Microsoft Dynamics Marketing 2015

MDM General New Features

MDM Campaign Management New Features

MDM Microsoft Dynamics CRM

MDM Sales

MDM A/B Testing New Features

MDM Email Editor New Features

MDM Lead Management New Features

Microsoft Social Listening 2014

Microsoft HoloLens

Posted on , updated on by Keith Cockerham

Announced as part of the Windows 10 launch, Microsoft HoloLens is an augmented reality system which uses a headset with a see-through visor to impose holographic images onto the wearers’ vision.

In the same week that Google announced that Google Glass has “graduated” and will evolve into a different product, Microsoft boldly steps into the arena.

For me, the plus side of Microsoft’s system is that it does not include a camera which was the main concern with Google Glass in which “glassholes” were seen to be invading others’ privacy.

The HoloLens does looks unwieldy; but that’s because at you’re strapping a full computer to your head; including CPU, GPU (Graphics Processing Unit) and something called a HPU (Holographic Processing Unit)

I can see some exciting uses for Microsoft HoloLens including many commercial applications, but I can’t see me walking round my local supermarket wearing it as I’d probably be classed as an AssHolo.

Microsoft CRM 2015 getting started free eBook

Posted on by Keith Cockerham

Microsoft have released a free eBook to help you get started with Microsoft Dynamics CRM 2015. The guide is useful for both Online and On-premise systems.

The eBook goes through an overview of Microsoft CRM and topics such as:
• Importing data
• Navigation
• Searching for data
• Dashboards
• Activity Management
• Sales
• Customer Service

You can Download the Guide here

Edit: Here is a list of useful guides to help you get started with Microsoft CRM Online which we have collated.

Christmas Support 2014

Posted on by Keith Cockerham

Our offices will be closed from Mid-day on the 24th December 2014 and will re-open on Monday, 5th January 2015. Emergency support is available by emailing support at optimalcrm.co.uk. This will be automatically raise a case on our system.

We would like to take this opportunity to thank our customers, partners and suppliers for their business in 2014 and we look forward to our continued relationship in 2015.

Merry Christmas and Happy New Year from Keith and the Optimal CRM team.

Clutter for Office 365

Posted on by Keith Cockerham

Clutter is a new feature of Office 365 Exchange. Disabled by default, Clutter learns from your actions to determine messages you are likely to ignore. Once clutter is enabled, as new, less important messages arrive, they are automatically moved to your Clutter folder. It does this by leveraging Office Graph’s sophisticated machine learning techniques to learn which emails a user is likely to ignore, delivering a personalised user experience.

To enable Clutter, log into OWA via https://mail.office365.com and go to Settings -> Options -> Automatic Processing -> Clutter and choose “Separate items identified as clutter”

Skype for Business

Posted on by Keith Cockerham

Announcing Skype for Business, the new name for Microsoft Lync.

In the first half of 2015, the next version of Lync will become Skype for Business with a new client experience, new server release and updates to the service in Office 365. Microsoft believe that Skype for Business will again transform the way people communicate by giving organizations reach to hundreds of millions of Skype users outside the walls of their business.

Skype for Business will adopt the same icons as Skype whilst retaining all the capabilities of Lync including content sharing and telephony.

Microsoft Office for Android

Posted on by Keith Cockerham

Continuing it’s vision to bring Office to every platform, Microsoft today announced the preview of Microsoft Office for Android as well as updates to Office for iPad. To sign up for the preview of Office for Android, visit http://aka.ms/signupnow

To be eligible for the preview, users have to be running an Android tablet on Kitkat with a screen size between 7″-10.1″. Android Tablets running Lollipop are excluded from the preview.

Office recently celebrated it’s 25th birthday. Looking to the future, (codename) ‘Office 16’, a touch-friendly version of office for Windows 10 is in development with a beta release due in early 2015.