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  • Joe Wichowski 4:24 pm on September 10, 2014 Permalink | Reply
    Tags: , Finance, Office 365,   

    What If You Could “Google” Your Data? 

    What If You Could “Google” Your Data?

    Google Your Data With Power BI From Microsoft

    Well, Now You Can!  

    Join Us In Troy @ Automation Alley To Learn About

    Power BI from Microsoft

     

    Now more than ever, companies are struggling to keep up with the demand for better analytics, and faster / real-time access to data.

    The problem is that the simple data tools we used to use (Excel) are no longer able to stand up to the shear amounts of data required to get “the big picture”.

    The standard model for Excel (load data, massage data, build pivot tables, convert to charts, repeat next month) is broken – too much time is wasted each and every month simply regenerating reports.

    Power BI - Sales By Month
    Enter Power BI from Microsoft.

    Power BI is a collection of Microsoft Excel add-ons that give power users the capability of collating data from many different sources, and build Click-type charts, maps, and other “visual” tables.

    It enables real-time decision making within the toolset most employees are familiar with – without having to wash/rinse/and repeat the process each and every month.

    Power BI - Sales On A Map
    Reply Back NOW To Register!

     

    Join us as we walk you through the Power BI toolset, how it solves “big data” problems, reduces costs, and helps employees get immediate answers to make better business decisions for your organization.

    Who: Financial Execs, Managers, Owners who want better access to data

     

    When: September 30, 2014 (Tuesday) 9am – 11am

     

    Where: Automation Alley (Troy)

    The Boardroom
    2675 Bellingham
    Troy, MI 48083

     

     

     
  • Joe Wichowski 7:00 am on March 31, 2014 Permalink | Reply
    Tags: , , , Office 365   

    Give your Microsoft CRM 2013 Online Some Style… 

    Rico Suave

     

    Microsoft has done well with CRM 2013 by making it easier for us to train – its simplified interface really cleans up a lot of the confusing options for your sales force.  However, the style sheets for CRM 2013 Online aren’t editable.  They are shared by all users on the same server, and as such, there are some issues if you have an older salesforce.   (Update:  Sorry, CRM 2015/16 has a new dom, and this script no longer works)

    For example, there are no “lines” defined between rows in views.  And the fonts used are really small – some of the sales teams we work with have great salesmen in the 50+ age range – really hard for them to “see”.  Consider the following list.  It’s very hard to see where you are at with larger datasets, or smaller screens.

    plain-crm-2013-css

     

    As such, we have created a Greasemonkey script (We use Tamper Monkey) for use with Microsoft CRM 2013 Online.  It greatly enhances the CSS, and makes it much easier for sales staff to see their data.  Enhancements include:

     

    • We added lines within views to separate each row.  We also increased the font size by 1 step to make it easier to see:

    enhanced-crm-2013-views

     

    • We added underlines separating each row on forms.  We also increased font size, as well as provide a “light grey” background for Section headings:

    enhanced-crm-2013-forms

     

    enhanced-crm-2013-left-navigation

     

    We’ve begun rolling this out to all of our customers – and they really like it.  Enjoy!

    _____________________________

    // ==UserScript==
    // @name TractionCRM BetterCRM Navigation – https://tractioncrm.com – Special Thanks To:  Magnetism Solutions
    // @namespace http://www.magnetismsolutions.com
    // @include
    // @version 1
    // @grant none
    // ==/UserScript==

    function addCss(cssString) {
    var head = document.getElementsByTagName(‘head’)[0];
    var newCss = document.createElement(‘style’);
    newCss.type = “text/css”;
    newCss.innerHTML = cssString;
    head.appendChild(newCss);
    }
    addCss(“TD.ms-crm-ReadField-Normal {border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-Inline-Value {border-bottom: 1px solid rgb(229, 229, 229) !important; font-size: 15px !important; font-weight: normal !important;}”);
    addCss(“.ms-crm-List-DataCell, .ms-crm-List-DataCell-Lite, .ms-crm-List-DataCell-Associated-Lite, .ms-crm-List-Data A.ms-crm-List-Link {font-size: 12px !important; border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-InlineTabHeader {color: 1px solid rgb(0,0,0) !important; background-color: rgb(230,230,230) !important; font-weight: bold !important;}”);
    addCss(“.ms-crm-Form {color: rgb(0,0,0) !important; “);

     

    addCss(“.navActionGroupContainer, .navActionListContainer{overflow-x:hidden;overflow-y:auto;width:215px;height: -moz-calc(100% – 40px);height: -webkit-calc(100% – 40px);height:calc(100% – 40px);}.nav-scrl{overflow:hidden;position:static;}”
    + “.nav-scrl{overflow:hidden;position:static;}” + “.nav-scrl-left-lnk,.nav-scrl-right-lnk{display:none!important;}” + “.nav-scrl-view{overflow:hidden;}” + “.nav-scrl-cont{margin-left:5px!important;}” +
    “.nav-tabBody{width:200px!important;}” + “.nav-subgroup,.nav-group{display:list-item;float:left;}” + “.nav-layout,.nav-groupContainer{display:inline-block;width:200px;}” + “.navActionButtonContainer{margin-bottom:5px;}” +
    “.navActionListContainer{left:198px;overflow:auto;top:40px;width:135px;}” + “.navEmptyActionButtonSmall img{float:left;margin-top:5px;}” + “.navEmptyActionButtonSmall .navActionButtonLabel{display:inline-block;overflow:visible;white-space:normal;width:126px;}” +
    “.navActionButton.selected:after{border:none;}”);
    Mscrm.ScrollInputHandler.prototype.attachScrollEventHandlers = function (handler) {
    }

     

     

     
    • Jared Johnson 5:08 pm on November 26, 2014 Permalink | Reply

      Hi Joe,
      Surprised to see that somebody deployed that GreaseMonkey script to customers!
      I now have created a managed solution for the Left Navigation that can be imported into CRM which makes deploying this a lot easier. It can be downloaded from http://crmleftnav.codeplex.com/

      • Joe Wichowski 2:50 pm on November 30, 2014 Permalink | Reply

        Thanks for sharing Jared – I’ve shared with my Microsoft Rep as well. Hopefully, somewhere in CRM 2015 we will be able to customize the CSS directly via a web resource. But for now, we do leverage your solution to enhance the user experience.

    • Mouhanad 10:14 am on December 26, 2015 Permalink | Reply

      Hi , thanks for sharing this info.
      i think it is possible to use the same concept to change the (blue) module color in the toolbar ? could you help as i am not that strong in CSS for CRM

      • Joe Wichowski 10:42 am on April 14, 2016 Permalink | Reply

        Sorry – looks like Microsoft changed the entire DOM in 2015/2016. As such, the script above no longer works 😦

  • Joe Wichowski 1:00 pm on September 7, 2012 Permalink | Reply
    Tags: , , , Office 365   

    SharePoint Online versus On-Premise (Costs) 

    Recently, we held a seminar for our customers helping them better understand the costs related to either SharePoint Online (via o365), or SharePoint On-Premise.  As such, we came up with this 50-user costing senario, and broke it back down into a “monthly per user, per month” charge.

    I think it gives our customers a good understanding of the costs involved, and the potential savings, when they move to Microsoft’s Cloud offering.  The slide below is our 50-user comparison.  The pricing model assumes you do not already “own” On-Premise licenses.

    As the slide above illustrates, on average we see savings for our clients of around 40% when implementing SharePoint in the cloud (versus Local).  What this calculation doesn’t include is the additional patching/system updates that a typical Administrator would have to handle for Local installation.

    Pretty strong statement from Microsoft – basically, they are giving you the hardware for free, and charging you the software costs monthly (instead of being hit with a larger up-front cost).

    In my next series of posts, I will be in focusing how we are leveraging SharePoint to help our customers manage vendors, contracts, work orders, and other “operational-based” workflow – by pulling it out of email, and tracking it in SharePoint.  Stay tuned.

     
  • Joe Wichowski 9:41 pm on June 11, 2012 Permalink | Reply
    Tags: , , Office 365   

    Top 5 Ways Sharepoint Can Reduce Email Overload In Your Company 

    Sharepoint 2010

    Come on, admit it.  You know nothing about Microsoft’s flagship “groupware” and Lotus Notes alternative – Sharepoint 2010.  The sad truth is, you probably have Sharepoint in your company.  Its just that no one is using it effectively.

    Sharepoint is often seen simply as a “document library” – a place to store and retrieve files.  What a waste.  One of the most impressive values of Lotus Notes was that it empowered users build simple forms and worklows to track business functions.  From customer service requests, to engineering tasks, to contract generation and approval – it allowed for a central repository of “work”.  There was no “inbox overload” in Lotus Notes – everything a company did had a unique database to store and track the work.  And Sharepoint offers companies the same – a single place to hold all work items within every department of the company.  They can be tracked, measured, evaluated for effectiveness, audited to eliminate waste.  All of which has the net effect of reducing intra-company email.  And yet, the vast majority of Sharepoint installations go no farther that allowing users to search online for files.

    So why is Sharepoint treated so different?  It offers our customers the same value as Lotus Notes – high-availability and security, scalability, and searchable meta-data indexes.  Its the perfect centralized work portal for any company.  Here’s the top 5 ways in which we’ve helped our customers reduce their intra-company email, and centralize all of their company work so that no one will ever “drop the ball”.

    1. Customer Service Requests – So often we see our customers emailing back-and-forth, discussing some form of question from a customer.  However, when we ask them “how many” they’ve fielded in the last 30 days, or “how long” on average does it take to address them, they don’t know.  The data is locked – missing inside of their various Inboxes.Instead, treat a Sharepoint issues list just like a Customer Service log.  For every phone call or email that comes in from a customer, it gets centrally logged.  If Q&A is needed amongst departments and co-workers, it is done directly from within the task itself.  Sharepoint has many “alert” type functions already built-in.  Track who a work order is currently assigned to, which have been “stuck open”, and how effective has customer support been.  These types of metrics can go a long way towards delivering and documenting exceptional customer service.  Instead of pushing product, push your value.
      .
    2. Collaborative Proposals – Often companies need to develop a custom offering for their customers that requires the input of more than one person within the company.  Maybe its a “special” one-off product, or some custom engineering that will be required in order to meet the customer’s specific needs.  This often requires extensive collaboration across many phases – including fact gathering, brainstorming, solution development, cost analysis, value prop, proposal creation, and so on.  Normally all of this communication would take place via spreadsheets and emails.  However, by creating a centralized portal, with each proposal tracked and documented all along the way, you can ensure proposals are finalized with utmost urgency, and that no single person can hold up the process.
      .
    3. Company Wiki – It seems every company these days has that one employee who believes “everything” is important.  “That’s why they invented the FYI!” they say.  Tell them NO MORE!  Instead of sending an email to people who really don’t care, a Company Wiki can serve as a place that these valuable pieces of information can be stored, but not simply emailed around to people who don’t need to see them.  Company policies, How-to manuals, Customer information, HR forms – it should all go in there.  Add on Sharepoint’s great searching capabilities, and anyone with a need can find any piece of information they need.  And more importantly – only when they need it.
      .
    4. Vacation Request & Time-off Schedule  – I can’t count the number of times that I find customers who send Calendar invites out to various departments informing them of an upcoming vacation.  What’s worse is that by simply “accepting” these appointments, the recipient is unknowingly blocking out their Busytime for the exact same date/time.Instead, a simple Vacation Request form should be created.  It can utilize built-in workflow inside Sharepoint to get routed (and approved) to the appropriate manager.  Then, a Calendar listview can be created.  This will allow anyone who wishes to “sync” the calendar into Outlook, thus automatically giving them visibility inside the Vacation schedule (without it clogging up their busytime).
      .
    5. IT / Helpdesk Requests – Doing IT work can be hard.  Its even harder when people constantly send you email informing you something “won’t work”.  Without structure, it’s possible that 3 to 5 emails go back-and-forth before the IT resource has a clue on what the business user is talking about.  What a waste. A customer of mine developed a saying – “No Work Order – No Work!”.  It is a mantra that has served them well.  Every request must first be logged by a user, and the Work Order form is comprehensive enough so that IT can tell what the issue is simply by reading it.  Requests are then addressed in FIFO order based on priority and perceived downtime.  The process has done more than decrease email coming into the IT department – it has also elevated the level-of-service, since IT now has 100% visibility across the organization.
      .

    Sharepoint is an extremely powerful workflow tool, if set up and utilized properly.  It can be a game changer in the way your company operates – ensuring 360 degree visibility across all work being done by all departments.  And hey – it just might decrease you Inbox by about 100 emails tomorrow!

     
  • Joe Wichowski 3:49 pm on April 5, 2012 Permalink | Reply
    Tags: , , , Office 365   

    Save a couple $grand$ on email every year… 

    For the past several months, we’ve been converting some of our customers over to Office365.  In fact, we’ve been able to prove savings of $2k to $5k per year for each customer (over 3 years), depending on the number of users converted.  This product is a serious cost-savings tool.  And now, Microsoft is making it easier than ever to switch.

    Until June, Microsoft’s Big Easy 8 sale is going on.  This means you can get a E1 plan (Exchange, Sharepoint, and Windows Live meetings) for just $8 per user, per month (less than $100 per year per user!).  Or, if you also could benefit from upgrading all users to Microsoft Office 2010, then get the E3 plan at just $20 per user, per month.  This means that for price of Office 2010 (Word, Excel, PowerPoint, Outlook, and Access) you get hosted Exchange and Sharepoint for free!  Microsoft will even give you some additional cash back to use for future training like our Outlook Productivity training for Sales and Operations staff.

    We’ve been using Office365 here for about a year.  We switched from Lotus Notes.  For us its a no brainer – we no longer are in the “support” business for our email, and can just get after the business of helping our customers.  We’ve even done it in such a way that we still leverage our Lotus Notes applications as-is – only our email is switched to Office365.  And its been rock-solid reliable, just like Lotus Notes was for us.  (Why did we switch from Lotus?  Simple – momentum.  Most of our customers switched to Exchange/Outlook, so we needed to better support and train them.  The best way to do that is to use what they use.  Sad for Lotus – their job is marketing, our job is helping customers.)

    If you haven’t checked out Office365, or haven’t seen a demo, click on our link here to start a free trial.  It will basically set you up with a 25 user E3 account so you can see how easy it is to use its online collaboration features (Sharepoint) for your team.  You can even setup temporary email accounts to test the email features as well.

    Or, if you would like someone to just walk you through it, please do not hesitate to give me a call or shoot me an email.

     
  • Joe Wichowski 8:19 am on February 21, 2012 Permalink | Reply
    Tags: , , Office 365, Training   

    Get more value from Microsoft Outlook… 

    Meet Chuck:

    He’s your “average employee” – struggling to navigate today’s wild-wild-west of daily information, and simply get his work done.  His problem?  He hasn’t been taught how to do that.  He’s been given Microsoft Outlook to be more productive, but unfortunately has only gotten as far as sending emails and booking meetings (lots and lots of meetings!)

    Fortunately, we can help.  We have recently developed a class for sales, service, and support teams that helps them immediately become more productive.  The class is delivered in both On-Site or Video/Webinar format – so we can help companies in any location, not just in Michigan.  It is designed to help teams organize their world, get more done, and spend more time “working” – instead of searching for information and drowning in Inbox Overload.

    If your team or company may benefit from some low-cost Outlook training, please give us a call.  It’s a quick-win, with topics such as:

    Organizing your world 

    • Email & Calendar – Setting & Using Categories to track open items for Customers and Projects
    • Email – Organize Sent email (not just Inbox) before it goes out
    • Email – Creating Cool Rules to cut rough Inbox Overload
    • Email – Creating Search Folders to build action lists
    • Email – Setting up your Favorites for quicker access
    • Calendar – Adding all tasks as “Time” for better productivity
    • Email – Junk Filtering for less non-value-add email

    Working with people

    • Email – Tracking and Managing incoming and outgoing follow-up
    • Email & Calendar – Exchanging calendars with external customers and internal teams
    • Calendar – Working with multiple calendars, and creating and sharing Team calendars
    • Email – Polling users with Yes/No tracking, Approve/Deny, and other Voting

    Other Magic

    • Email – Multiple signatures for condensed Reply/Forward, new prospects, and more
    • Email – QuickParts – Creating, managing email templates for sales, service
    • Email – Making custom QuickSteps to automate repetitive actions
    • Email – Emailing your vCard, making a QR Code, and other quick tips
    • Email – Quickly adding screen prints to emails
     
  • Rayan Hanoudi 2:23 pm on November 21, 2011 Permalink | Reply
    Tags: Office 365   

    Lessons Learned with Office 365 

    Lessons learned

    1. We noticed very slow performance when accessing a secondary mail file from Outlook 2007.  Upgrading to Outlook 2010 corrected the problem.
    2. Upgrade of Office 365 from the professional version to enterprise version is not easy.  See Lisa’s Blog for details.
    3. We noticed two problems with both Outlook 2007 and 2010:
      1. Calendar reminders do not show up.
      2. Unread email messages with the following information:

    11:37:00 Synchronizer Version 14.0.6025

    11:37:00 Synchronizing Mailbox ‘Rayan Hanoudi’

    11:37:00 Synchronizing local changes in folder ‘Drafts’

    11:37:00 Uploading to server ‘CH1PRD0402.mailbox.outlook.com’

    11:37:01 Synchronization of some deletions failed.

    11:37:01                         [80040115-514-80040115-130]

    11:37:01                         Network problems are preventing connection to Microsoft Exchange.

    11:37:01                         Microsoft Exchange Information Store

    11:37:01                         For more information on this failure, click the URL below:

    11:37:01                         http://www.microsoft.com/support/prodredirect/outlook2000_us.asp?err=80040115-514-80040115-130

    11:37:01           1 item(s) deleted in online folder

    11:37:01 Done
    I found a fix on the office 365 community forum: http://community.office365.com/en-us/f/160/p/11060/48912.aspx

    We had to:

    1. Quit Outlook, delete the OST file and start Outlook again and have it rebuild the file.
    2. Quit Outlook, Turn off “Use Cached Exchange Mode”, start Outlook.  Exit Outlook and enable “Use Cached Exchange Mode” again.
    3. There is still on outstanding issue with an unread email that shows up all the time:

    9:49:36 Synchronizer Version 14.0.6109

    9:49:36 Synchronizing Mailbox ‘Rayan Hanoudi’

    9:49:36 Synchronizing local changes in folder ‘Drafts’

    9:49:37 Uploading to server ‘CH1PRD0402.mailbox.outlook.com’

    9:49:37 Synchronization of some deletions failed.

    9:49:37                   [0-130]

    9:49:37    1 item(s) deleted in online folder

    9:49:37 Done

    Many people are having this same exact issue, see this blog post:  http://community.office365.com/en-us/f/146/t/3437.aspx

     
    • A B 10:33 am on March 5, 2013 Permalink | Reply

      Will try the options 1&2 soon as I have the identical error message. Will confirm if it works so that you know it is a deffinet fix. Thanks, this website is the only one on which I could find the answer.

  • Lisa 9:17 am on November 16, 2011 Permalink | Reply
    Tags: , Office 365   

    Finally! Move your calendar entries and contacts from Lotus Notes to Office 365 

    When we migrated from Lotus Notes to Office 365, we had to move our calendar entries manually to Office 365. After some digging around, I have found out how to migrate your calendar entries and of course your contacts.

    In Lotus Notes, go to your calendar and under the lists view click on calendar entries.

    • Highlight all of the entries that you want to move over.
    • Click File, then export.
    • Navigate to where ever you would like to save the file.
    • You want to change the ‘save as type’ to Calendar Entry (.ics)
    • Put in a name you want to give the file and make sure that you put .ics after the file name. (This is to make sure it exports as a .ics)
    • Click Export.

    Now, you need to have Outlook set up on your desktop. (The client version, not OWA)

    For Outlook 2010:

    • Click File, then open.
    • Click Import.
    • Choose import iCalendar (.ics)
    • Navigate to the .ics file you just exported and click open.
    • You can either choose to import it in a new calendar or import it into your own calendar. (I chose to import in my current calendar).

    Once I did that, my calendar entries imported. Note that in Lotus Notes, if you have some reoccurring entries they may not import into outlook because it contains a recurrence pattern that Outlook doesn’t support.

    Onto importing your contacts. Make sure that you copy all of your contacts to your local address book database. They will export better this way. Once copied over do the following:

    • Click File, then click export contacts.
    • Fill in the name of the file you want to give it and make sure it is saved as a .csv file
    • Pick which options you want as far as what contacts you want exported.
    • Click Export.

    You will now see the csv file where you saved it. Open it up and clean up the columns.

    When that’s cleaned up. Go to your Outlook and import them. Your contacts can be imported through Outlook or OWA.

    For Outlook 2010:

    • Click File, then open
    • Click Import and choose import from another file or program.
    • Choose comma separated value (Windows) or which ever applies to you.
    • Find the csv file you just exported and click next.
    • Under your mailbox find ‘contacts’ (or where ever you want the contacts to import at) and click next.
    • Click Finish.

    It should import your contacts.

    To import your contacts through OWA:

    • Go to your mailfile and click on contacts.
    • Right above the search your contacts box there is an import button. Click on that.
    • Navigate to the file where your exported contacts are.
    • Once you click next it will import your contacts.
     
    • Sherri 4:44 pm on November 17, 2017 Permalink | Reply

      You saved my life with this, just completed migration from lotus to outlook and recreating my calendar was going to be a nightmare. Thank you for the tip!

  • Rayan Hanoudi 1:16 pm on October 27, 2011 Permalink | Reply
    Tags: , Office 365   

    Part 2 of 3: Steps to finalize the upgrade to Office 365 

    After following the pre-migration steps, we followed these steps to finalize the upgrade:

    1. Verify that Office 365 is working correctly and we can send and receive emails.

    2. Create forward rules from Lotus Notes to Office 365. We still have many Lotus Notes applications that were not migrated at the time of the email migration. We setup a forward rule in Lotus Notes’ address book to forward to office 365 addresses.

    3. Import external contacts from Lotus Notes directory to Office 365 using PowerShell script. The external contacts are clients or vendors email addresses and phone numbers that we share between the team. Since there is no UI tool to allow us to do import the contacts in Office 365, we had to write a PowerShell script to import the contacts.

    4. Previous calendar entries had to be manually created in Outlook for each user.

    5. Configure the Outlook/mobile device client for each user

    6. Setup user signature in Outlook

    7. Setup rules in Outlook

    8. Import/manually enter personal contacts that were created in Lotus Notes.

     
  • Rayan Hanoudi 8:13 am on October 19, 2011 Permalink | Reply
    Tags: Office 365   

    Part 1 of 3 – Migration from Lotus Notes to Office 365 

    Migration from Lotus Notes to Office 365

    I wanted to document our process that we followed to migrate from Lotus Notes to Office 365. We have had to do quite a bit of research on how this process should go. Since we have found bits and pieces all over the internet. These are the step that we took pre-migration.

    1. In our case, we changed the company name from Ebiz Technology to TractionCRM. We ended up purchasing a new Internet domain to be used in Office 365

    2. Purchase new office 365 accounts from http://www.office365.com

    3. Setup all mail files ahead of time on Office 365

    4. Enable IMAP on the Lotus Notes server

    5. Update firewall rules to allow IMAP from the Internet to access Lotus Notes IMAP.

    6. We used the IMAP connector to synchronize the email messages between Lotus Notes and Office 365.

    7. Calendar entries do not migrate when using POP/IMAP. We had to make a copy of the calendar entries and manually create those entries in Outlook.

    8. Turn off out office agent and rules from Lotus Notes

    9. If the end user used mail rules. Those rules had to be manually created on the Outlook side

    10. Setup “Connected Account” in Office 365 to fetch emails every hours from Lotus Notes. In our case, customers still sent emails to our ebiz email address and the connector fetched those emails automatically every hour.

    11. On migration day, we delegated DNS to office 365 name servers

     
    • Murali V 2:45 am on July 16, 2013 Permalink | Reply

      Hi Rayan

      please provide more information on IMAP connector to synchronize the email messages between Lotus Notes and Office 365, as need to understand more on this

  • Lisa 8:52 am on October 17, 2011 Permalink | Reply
    Tags: Office 365   

    Things to know when migrating from the P1 plan to the E3 plan in Office 365 

    A couple of weekends ago I migrated our office 365 plan from the small business (P1) plan to the Enterprise (E3) plan. To start off, Microsoft cannot migrate you between plans. They say the two plans are on different platforms and there is no way migrate between the two.

    In order to get onto the E3 plan, I had to delete our P1 account and create an E3 account. Yes, that means that we had to find an alternative source to collect our emails. Otherwise we would lose all emails that came in through out the weekend. Since we had to delete our P1 account, that means we had to change our nameservers back to our hosting company and then re verify our domains in our new account.

    This is the interesting part between the two plans that I had discover: In the Small Business plans, you HAVE to fully redelegate your DNS in office 365. In the Enterprise plans, you CANNOT fully redelegate your DNS in office 365. I had not known about not being able to fully redelegate our DNS in the E3 plan and unfortunately, they do not have the best of documentation for that either. I had spent a couple of days working with Technical Support trying to fix the issue with Fully redelegating our DNS in the E3 plan. They were unable to help me with this issue because they did not know about this in the Enterprise accounts.

    Office 365 has a spot for forums for any issues anyone is having. I had to read a couple of forums and to be sure, post a forum myself. One of their moderators had responded with the answer within an hour.

    Once that was discovered, I was able to enter in the DNS at my hosting company and it started working right away.

     
    • Shane Adams 11:29 pm on March 12, 2012 Permalink | Reply

      Can you help me migrate my business’s plan from P1 to E1? I can’t believe Microsoft doesn’t help in this.

      • Lisa 7:10 am on March 13, 2012 Permalink | Reply

        Well, I can do my best to give you as much advice as I can.. What are stuck on right now? What questions do you have?

  • Joe Wichowski 8:09 pm on August 30, 2011 Permalink | Reply
    Tags: Office 365   

    Office365 – 2 months in… 

    So far so good.  We are 2 months in.  We had 1 outage for about 3 hours – but only really affected us during the last hour of the work-day.  Other than that, it is working as expected.

    It is essentially what you expect it to be:  Calendar/Email/Scheduling without the associated hardware.

    We have used Sharepoint a little – but since the “drive space” is limited in the Online version, we have used our internal Sharepoint more.  So that really isn’t on our radar right now.  We tend to hog a lot of space with code, documentation, pictures/graphics, and “backups”.

    Lynx is kinda a waste for us – everyone in the office is fairly accessible to each other.  They can essentially just “turn around” and talk to one another.

    A couple of “downers” – a lot of the extended Exchange features require Powershell to set up.  So you will probably need an Admin/Techie if you want to setup a shared email box, or “delegate” reading/writing access to your calendar.  Also, Web Outlook works very well, but cannot “convert an email into a calendar item”.  Instead you have to copy/paste.  Pretty frustrating – this is easily do-able inside the Outlook client.

    We are still a heavy Lotus Notes user for our operations.  The good news is its a seemless switch to Outlook/Exchange.  The doclinks all work as expected – so our “alerts” and newsletters for our support and operations systems come in through Outlook, and we can link directly back into Lotus Notes like we were using Notes email before.

     

     
  • Joe Wichowski 2:02 pm on July 5, 2011 Permalink | Reply
    Tags: , , Office 365   

    Office365 here we come… 

     

    Today marks our switch to Office 365 as a company.  So far so good – some points to notice:

    1. If you aggregate “multiple accounts” using POP or IMAP into Office 365, polling only happens once per hour.  This means a delay in “old email” if you don’t switch over the mail domain pointer.
    2. Adding a “global address book” is a klunky process (you need to use PowerShell).  Not as easy as an “export/import” function.
    3. Functionality on my iPad is actually quite good.  I can pretty much do all of the Web Outlook functions, which is very nice.

    We’ll keep you posted…  If you have any specific questions, ask away…

     
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