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.

1. Connect with Customers:
and Office Tips and Tricks
$
Denis Wilson
ModernBiz

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. Valuable customer
insights
More engaging
interactions
It’s what you
know about
the people who
know you.

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. Business insights
Mobile
communications
& conferencing
Collaborating
with teams
Solutions for connecting with customers
0
20000
40000
60000
0%
100%
2009 2018 2020

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. ModernBiz
Choose your own path to modern,
with flexible, familiar, and trusted
solutions for your business – desktop
to mobile, server to cloud.
$

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. 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. Contact

34. Optimize. Reinvigorate. Profit.
Slide Deck:
SlideShare.net/dwpia
LinkedIn.com/in/dwpia