How to Use the New Virtual Appointments in Microsoft Teams

Scheduling appointments is a common activity. Salespeople often set up virtual appointments to answer questions about a product. Software companies allow people to schedule live demos. Telehealth therapists allow clients to book video sessions.

Those are just a few examples of some groups that are going to love a new Microsoft Teams feature. Virtual Appointments was recently added to the platform. It adds a new meeting style tailored for engagements with customers.

Have you’ve been using Teams and a different online appointment app? This new feature will streamline the experience.

What Is Virtual Appointments in Teams?

Virtual Appointments gives you an all-in-one meeting platform for customer engagements. You can schedule, manage and conduct B2C meetings in Microsoft Teams.

This new feature brings together the scheduling component with the video conference interface. Anyone with the link can join the virtual appointment. They do not need a Teams account.

The power of Microsoft’s scheduling app, Bookings, connects to Teams. This makes the Virtual Appointments function as seamless as possible.

Some of the features below will be available with any Microsoft 365 plan. Some are available with a premium plan.

Teams Virtual Appointments Features

Manage Scheduled Appointments

You can see your scheduled appointments in a single view. Manage cancellations and time changes easily.

Send Customized Confirmations & Reminders

You can send customers a customized message via SMS or email. This personalizes the experience for them. You can also use automation to give that personal touch without having to send each one manually. Automated appointment reminders are another time-saving function.

Customized Waiting Room

Add a personal touch to your virtual engagements. You can customize the Teams waiting room. You can use themes and logos to brand your business. You can also chat with attendees while in the lobby waiting room. This is helpful if your current appointment is running a little long. You can let them know you’ll be right with them.

Meeting Follow-ups

You can send meeting follow-ups after a virtual appointment. This helps you reduce the time it takes to send any promised follow-up information. You also keep all details in a single place. This makes your client communication trail easier to follow.

Organization & Department Analytics

How effective are your appointments? It’s hard to know if your demos are resulting in sales if you don’t have a good tracking system. It’s also important to have visibility into customer appointments across the organization.

You can do this with a premium analytics feature. It gives you helpful reporting. The reporting provides insights into B2C virtual appointments in all departments.

How to Use Virtual Appointments

To start using Virtual Appointments in Teams, admins must set up a few things. Note, they must be a Bookings admin to access these settings.

Create a Calendar

In the Virtual Appointments app choose to “Create a calendar.” You can find this option on the Home tab.

Larger organizations may wish to create different calendars for different departments.

Add Staff

Next, add staff members. You can add up to 100. You will also need to assign them a role. Once you’ve added your staff, you can view their availability in both Teams and Outlook.

What’s another nice thing about using an integrated platform like M365? It’s the cross-app compatibility. Your calendar syncs across apps.

Create Appointment Types

You’ll next set up your appointment types. You can choose from these two options:

Scheduled: You schedule the day/time. The system adds this information to the email confirmation.
On-demand (Teams Premium): Customers can choose when to meet from your booking calendar.

Set Up SMS Notifications (If desired)

If you choose to use SMS notifications and have the right Teams plan, you can set this up next. This allows you to easily send appointment confirmations and reminders via text message.

Note: Attendees currently need a valid U.S., Canadian, or U.K. phone number to receive the SMS notifications.

Link Forms (If desired)

If you would like your attendees to fill out any forms, you can link them now. Virtual Appointments allows linking up to four cloud-based forms. These would be forms you have created in Microsoft Forms.

Publish Your Booking Page

If you want to give customers the ability to book on-demand appointments, take this next step. You will need to publish the booking page. You do this on the “Manage” tab of Virtual Appointments. Select “Booking page,” and turn on “Publish booking page.”

Get Help Using Your Microsoft 365 Tools More Effectively

Microsoft 365 is a platform with many possibilities. Often, companies aren’t using all the features they could. As a result, their team may be less effective. They could also be wasting money on apps they don’t need.

Are you interested in help supercharging your Microsoft 365 experience? Give us a call today to set up a meeting.

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This Article has been Republished with Permission from The Technology Press.

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Best Ways to Use ChatGPT at Your Business (Without Things Getting Out of Hand)

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It’s hard to turn around online these days without running into ChatGPT. Both Bing and Google are levering this advanced artificial intelligence language model. And you can expect it to show up in more business and personal tools that you use every day.

ChatGPT has revolutionized the way businesses interact with their customers. It has also affected how they get things done. Teams are using it for everything from emails to generating ideas for product names.

The tool’s personalized and informative responses in real-time definitely draw you in. But integrating ChatGPT into your business operations requires careful consideration. You want to ensure that things don’t get out of hand with employees using the tool irresponsibly.

In this article, we explore the best practices for using ChatGPT at your business.

Best Practices for Responsible Use of ChatGPT & Other AI

Understand ChatGPT’s Weaknesses

This is still very new technology, and it makes mistakes. When you first use ChatGPT, you’ll see a warning about this. You shouldn’t use the responses it provides you without human review and editing.

Yes, it can write you an employee device use policy if you ask. But, there may be things in that auto-generated policy that aren’t quite correct. Use it as a prompt, but not as a replacement for human-generated content.

Another weakness is potential bias. As the engine trains on vast amounts of content, it can pick up some bad habits. Thus, you could get biased or shocking responses from ChatGPT. Understand that in human terms, the tool is still a toddler that needs supervision.

Define ChatGPT’s Role

Before integrating ChatGPT into your business, it’s essential to define its role. The role can range from answering customers to generating ideas for new products.

Defining ChatGPT’s role helps you leverage its power. But also ensures you put in guard rails. The technology still is very new, so you don’t want your employees using it for everything.

Determine exactly which tasks the company approves for ChatGPT use and which it does not. This empowers your team to use it where you deem best and avoids improper use.

Consider Customer Privacy

Privacy is a crucial aspect of any business, and ChatGPT should not be an exception. As you integrate the tool into your work, it’s important to consider customer privacy. In fact, in March, Italy banned ChatGPT due to data privacy concerns.

Be aware of any exposure of employee or customer data to ChatGPT. Limit the potential for data leakage.

For example, you can configure ChatGPT to stop collecting customer data. Such as, after data collection reaches a particular threshold.

Ensure Human Oversight

ChatGPT is a powerful tool, but it’s not a substitute for human interaction. It’s crucial to have human oversight to ensure the output it gives is relevant and accurate. Human oversight can help stop inappropriate responses that may negatively impact your business.

Integrate ChatGPT Into Your Existing Customer Service

Integrating ChatGPT into your customer service channels can benefit customers. It can improve customer experience while also reducing workload. You can integrate it into your website, social media, and other support channels. It can provide real-time responses to customer queries. But, again, human beings need to watch ChatGPT and its responses.

Leveraging it intelligently reduces the waiting time for customers. It can also improve their experience with your business.

Measure Performance and Optimize

Measuring ChatGPT’s performance is crucial to ensure that it’s providing value. Measure its performance by analyzing customer satisfaction, response time, and responses handled.

You can also look at productivity statistics. Is using ChatGPT to write the framework for customer emails saving time? Or does it take just as much time for your team to edit responses?

Based on the analysis, you can optimize ChatGPT to improve its performance. This helps it to be a better support for your business.

Be Transparent About Using It

Be transparent if you’re using ChatGPT for email responses or other things. Your customers will appreciate your honesty. For example, you could simply state in your policies the following.

“We leverage AI for certain content, and always edit and fact-check its outputs.”

The use of AI-generated content is a murky area right now. Responsible companies tell their customers exactly where and how they are using it.

Get Help Navigating the Changing World of Business Technology

ChatGPT is an excellent tool for businesses looking to leverage its AI power. But this tool is still in its infancy. Integrating ChatGPT into your business requires careful consideration. You need to ensure that it’s effective and secure.

Need help navigating the changing technology landscape? Give us a call today to schedule a chat about AI, where to leverage it, and business concerns.

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Windows 8.1 Just Lost All Support. Here’s What You Need to Know

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Companies both large and small share this one cybersecurity problem. They have computers that are still running older operating systems. Staff might use these devices only occasionally. Or the company may be running customized software that won’t run on newer OS versions.

The problem is that when the OS becomes outdated, the system is open to cyberattacks. When Microsoft or another developer retires an OS, it means that it is no longer supported. No more feature updates and no more security patches for newly found vulnerabilities.

The latest operating system to lose all support is Windows 8.1. Microsoft released the OS in 2013, and it was officially retired on January 10, 2023. Microsoft issued the following warning for companies:

“Continuing to use Windows 8.1 after January 10, 2023 may increase an organization’s exposure to security risks or impact its ability to meet compliance obligations.”

Here are a few facts you should know about what this retirement of Windows 8.1 means.

The OS Will Still Technically Work

When an operating system reaches its end of life, it doesn’t just stop working. Thus, many companies go on using it without realizing the security risk. Technically, the OS will work as it did the day before retirement. But it’s a lot less safe due to the loss of support.

Your System Will No Longer Receive Security Patches

Software and OS vulnerabilities are sought out and exploited all the time. This is what hackers do for a living. The vulnerability cycle usually begins with hackers finding a software “loophole.” They then write code to exploit it that allows them some type of system access.

The software developer learns of this, usually once hackers start breaching systems. They write code to fix that vulnerability. Developers then send the fix to users via an update that they install. This protects the device from one or more hacker exploits.

When an OS reaches its end of life, these fixes are no longer made. The developer has moved on to focus on its newer products. So, the vulnerability remains. It leaves a device vulnerable to hacks for days, months, or years afterward.

Approximately 61% of security vulnerabilities in corporate networks are over five years old.

Options for Upgrading

If you have a computer that is still running Windows 8.1, you have two options for upgrading. You can opt for Windows 10 or Windows 11. If the computer is running such an old OS, there is a chance your system may not meet the requirements for one or both. In this case, you may need to buy a new device altogether.

Microsoft states that there is no free option to upgrade from 8.1 to Windows 10 or 11. Some of the advantages you gain when upgrading include:

Better built-in security
Faster processing
Capability for more modern features (like facial recognition)
Improved accessibility features
Updated productivity tools (like snap layouts in Windows 11)

What Happens If I Don’t Upgrade?

Security & Compliance Issues

Your data security is at risk if you stay on Windows 8.1. Without any security updates, any vulnerabilities will stay unpatched. This leaves your system highly vulnerable to a breach. One hacked system on a network can also cause the breach or malware infection to spread to newer devices.

If you have to comply with a data privacy regulation, like HIPAA, you’ll also run into issues. Data privacy rules dictate making reasonable efforts to protect data. Using a device with an outdated OS jeopardizes meeting compliance.

Slowed Productivity

The older systems get, the slower they get. Staff that must work on outdated software often complain that it hurts productivity. 77% of surveyed employees were frustrated with outdated tech. Employees dealing with outmoded systems may also quit. They are 450% more likely to want to leave and work elsewhere.

An outdated operating system can hold your staff back. They miss out on modern time-saving features. They can also run into problems with bugs that will no longer get fixed.

Incompatibility With Newer Tools

Software and hardware developers aren’t looking back. Once Microsoft retires an OS, they aren’t prioritizing its compatibility. In fact, some may not want their product to be compatible with it because of the liability.

When you have issues using modern software and hardware it hurts your business. You become less competitive and begin to fall behind. Staying on an outmoded OS keeps you stuck in the past.

Get Help With Your Windows Upgrades

We can help you upgrade smoothly from an older Windows OS to a new one. If you need a new system, we can point you in the right direction for the best value. Give us a call today to schedule a chat about upgrades and where your security stands.

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Microsoft Forms: One of the Handiest Freebies in Microsoft 365

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Microsoft 365 is one of the most popular cloud platforms in the world, with about 345 million paid seats. Microsoft cloud tools numbers were up 32% in Q3 2022 compared to the previous year.

One of the reasons for its continued growth is the suite of cloud tools offered in the service. Users get a stable of over 20 different apps, including the core MS Office suite.

With so many different apps, it’s not uncommon for some to go unused. Companies may not even be aware they have access to these other helpful tools. One of the handiest apps you get with a Microsoft 365 subscription is Microsoft Forms.

From sending year-end customer surveys to assessing change readiness, Forms makes it easy. This online survey and form-building tool has a lot to offer organizations. And if you have a subscription to Microsoft 365, then you already get Forms included for free.

What Is Microsoft Forms?

Microsoft Forms is a drag-and-drop form, quiz, and survey creator. It’s simple to use and allows you to send out surveys via a link. Recipients can fill out your form online from any device.

Once recipients fill out the survey, the results come into the software instantly. You can see the collated results charted in the software. You can also export the results to Excel.

How to Get Started in Forms:

Visit Forms.office.com and log into your Microsoft account.
Choose “New Form” or “New Quiz: from the top menu

OR you can choose to explore the built-in templates.

Click “Add New” to add a new form field. You can choose from field types:
- Choice (i.e., multiple-choice question)
- Text
- Rating
- Date
- Ranking
- Likert (a scale that records attitudes/opinions about a topic)
- Net Promoter Score® (a scale from “not likely” to “extremely likely”)
- Section (separator that can include a title and image)
Enter your questions.
Once finished, click “Send” at the top. You can distribute the survey using the following options:
- Link to a web form
- Email
- QR code
- Embed in a web page
- Via Facebook or Twitter
View responses on the “Responses” tab

Advantages of Using Microsoft Forms

It’s Included in Microsoft 365 Subscriptions

If you already subscribe to Microsoft 365, then it makes sense to use Forms. It can save you money if you’re using a separate survey tool, like Survey Monkey. It’s easily accessible by signing in with your Microsoft account.

It Saves Time

Sending a survey by email is time-consuming. You have to worry about emails bouncing due to an attachment. You also need to spend time collating all the results as they come in.

Using MS Forms can save you a lot of time. People don’t need to download anything or open an email file attachment. They simply follow your link and fill out the form online. As soon as they fill the survey out, you get the result. Forms also collates all the answers for you.

Get Charted Results Automatically

You can quickly see the results of the survey in meaningful graphs. Forms makes it simple to export to Excel if you want to upload the survey results into another platform.

On the “Responses” tab, you can hover over the result graphs to see the details.

Charted Results — Image from ocmsolution.com

It’s Easy to Use

There’s a very low learning curve with Microsoft Forms. The interface is intuitive and simple, so just about everyone can jump in and start using it.

What Are Some Ways You Can Leverage Microsoft Forms?

Annual Customer Satisfaction Survey

Using a web-based survey can increase your response rate from customers. They can fill out your satisfaction survey from any device, making it quick and easy for them.

You can see results instantly. Then, chart them to gain insights into what your business is doing right, and what you can improve upon.

Employee Security Awareness Quiz

Send a security awareness quiz to your employees using Forms. It can be easily integrated into your cybersecurity awareness training. The platform also tells you the average response time per person.

Change Readiness Survey

Change management is a growing focus of many organizations. This is due to the speed of technology-driven transitions. You can use Forms to improve user readiness for change adoption. Create and send out a change readiness survey to affected groups.

Event Registrations

Are you hosting an event? You can easily gather registration details. Send out a Forms link via QR code, social media, text, or email.

Volunteer Registration Form

Embed an MS Forms registration form on your web page to sign up volunteers. The platform will automatically collate different talents or other volunteer information. This helps you better match people’s talents to your needs.

And More

You’ll find more ideas from the Forms templates. Such as:

Competitive analysis study
Post-event feedback survey
Office facility request form
Employee satisfaction survey
Product pricing survey
Food catering request form
Save the date form
Course enrollment form

Would You Like to Get More Out of Microsoft 365?

There is a good chance that your company may be leaving some value on the table with M365. Give us a call today to learn more about our Microsoft 365 support services.

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Align Your Team to Company Targets with Microsoft Viva Goals

You often hear the words “digital transformation” and “collaboration.” But what do they actually mean? What do they mean for the day-to-day of running your business?

Collaboration can’t happen without shared goals. When departments are siloed and unconnected, priorities can conflict. People are doing their best but may not be moving in the same direction.

Digital transformation is simply the use of technology to better reach business goals. This encompasses moving from analog ways of doing things. Transitioning to tools that are more automated and connected.

Microsoft has been at the forefront of digital transformation and collaboration. Its Viva platform drives an improved employee experience. It does this by use of AI, automation, cloud connectivity, and more.

In this article, you’ll get an overview of Microsoft Viva. Then, we’ll dive into one of the newest Viva offerings, Viva Goals. We’ll explore what it does and how it can help your company meet its targets.

What Is Microsoft Viva?

Microsoft Viva is a line of employee experience applications. These connect to the Microsoft 365 platform, and especially Microsoft Teams. The apps act as add-ons that can build on your organization’s digital capabilities.

There are currently seven apps within the Microsoft Viva line:

Viva Topics: Allows organizations to harness knowledge and experience. It serves up relevant topics from the company knowledge base from keywords.
Viva Connections: Gives employees a personalized and connected newsfeed. The company newsfeed serves up important news, conversations, and tools.
Viva Learning: Consolidates employee training apps. Makes it easy for employees to gain new skills from inside the MS Teams application.
Viva Insights: Improves employee well-being and corporate culture. Uses data-driven insights to provide productivity and well-being recommendations.
Viva Sales: Reduces the data input needed from salespeople. Serves up helpful lead interaction recommendations.
Viva Engage: Cultivates personal networks and community. Fosters engagement and knowledge sharing.
Viva Goals: Enables clarity and alignment of corporate goals.

The Viva line expands what businesses may traditionally see as “software.” It creates a connection between Microsoft Office and M365 apps. It also focuses on the people, rather than the tool. Microsoft designed Viva applications to use AI. This makes work easier and gives visibility into actionable data points.

What is Viva Goals?

Viva Goals is one of the newest Viva applications from Microsoft. It connects teams so they’re moving toward a shared set of goals. Employees align, whether someone works in the accounting department or customer support.

Business leaders can look at Viva Goals as a way to solidify company objectives. They can then tie these objectives to meaningful targets for each department.

For example, say you have a corporate target to provide exceptional customer support. This goal by itself is generic. It doesn’t connect to what teams need to do to make it happen.

In Viva Goals, that target can have directives for various teams. Such as customer support reducing ticket resolution by 8 hours. This brings goals to a meaningful level and allows organizations to track progress.

Here are the key value-adds of using Viva Goals.

Aligns Your Team to the Same Goals

Viva Goals puts company goals and targets in a tangible form. There is a definition of success for teams and individuals. Work outcomes are directly connected to company-wide objectives.

Everyone is on the same page, rather than departments pursuing different targets. With alignment, companies can more easily reach their goals.

Maintains Focus on Goals

Viva connects to other M365 apps, making it easier to gather data insights. These insights help leaders more easily see goal progress.

Employees stay focused on goals. This is because goals connect to their daily work targets. Rather than being something they hear at a company event, goals get infused into the workflow.

Integration with Teams & M365

The integration with Teams keeps goals front and center. Employees get recognized for meeting targets and helping the company achieve its goals. This keeps everyone engaged and moving together.

Progress towards goals isn’t kept on a spreadsheet on someone’s cloud drive. Instead, stats on goal achievement live in tools used daily. When goals remain visible, organizations have a better chance to achieve them.

How Do You Get Viva Goals?

If you want to subscribe to Viva Goals as an add-on to your M365 plan, it is currently $6.00/user/month.

For the entire suite of Viva applications, the current price is $9.00/user/month.

Questions About Microsoft 365 or Viva Goals?

Digital transformation with tools like Microsoft Viva is a necessity if you want to keep up. Old ways of doing things are giving way to the cloud, AI, and machine learning. We can help you navigate that territory. Give us a call and schedule a consultation to learn more.

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This Article has been Republished with Permission from The Technology Press.

Simple Setup Checklist for Microsoft Teams

Microsoft Teams is a lot of things. It’s a video conferencing tool, a team messaging channel, and a tool for in-app co-authoring, just to name a few. During the pandemic, the popularity of Teams skyrocketed.

User numbers for MS Teams jumped from 20 million in November 2019 to 75 million in April 2020. As of this year, Microsoft reports a user count of 270 million for the platform. This makes it the most popular business tool for team communications.

But one of the things that makes the app popular is also one that can make the setup complex. Microsoft Teams has many moving parts, but to use them effectively they need to be well organized. Additionally, users need to have a chance to learn the system and train on best practices.

What Can Microsoft Teams Do?

First, let’s look at the different areas of Microsoft Teams and what it can do. Then, we’ll give you a simple setup checklist to help your team get up and running productively.

You can think of Teams as a virtual office in the cloud. It’s a centralized hub where teams can communicate, collaborate, and manage tasks. There is also an external communication component to Teams. You can use the app to video conference with anyone. You can also invite guests to a chat channel.

Here are some of the features of MS Teams:

Siloed chat channels
Security for team communications
Integration with Office apps
Integration with 3rd party apps
File sharing
Video and audio conferencing
VoIP phone system (with an extra add-on)
Keep all team resources in a single place

Microsoft Teams Versions

Some good news for small businesses is that there is a free version of Microsoft Teams. If you sign up for a Microsoft 365 business plan, you get the app included, but with a few more features.

Microsoft has also been pushing MS Teams for personal use. So, you can use it to keep your departments better coordinated at work. Or to manage family video calls or PTA meeting collaboration. It’s a versatile and scalable virtual office platform.

Easy Checklist for Setting Up Microsoft Teams

1. Set Up Your Teams/Departments

One of the advantages of Teams is that it allows you to set up specific areas for your groups to collaborate. You do not want everyone to set these teams up on their own, or you could end up with an unorganized mess.

Some ideas for setting these up:

Set up teams by department (accounting, marketing, etc.)
Add a company-wide team (where everyone can collaborate)
Set up teams by role (office managers, executives, etc.)

Typically, if you mirror the hierarchy of your organization, that’s a good place to start. Team areas are secured so only those users invited can see or access any of the content in that team.

2. Add Team Members

For each team, add the members allowed to take part in that team. These would be people that can see the resources posted in that team area. It would normally be the members of the department or group that the team is designed for.

3. Set Up Team Channels

The next level beneath the Team is the Channels. These team channels help organize conversations. For example, within a team set up for your marketing department, you may decide to add three channels. This keeps conversations more focused and makes it easier to find things.

For instance, you could have channels for:

Website Management
Social Media
Offline Advertising

Team channels are another area that you want to control. Don’t let everyone set up channels without a plan, otherwise, things get messy fast.

4. Set Up Team Tabs

Tabs are a great way to foster productivity. Say that employees on your accounting team need to access a tax reporting website. Inevitably, there can be time wasted asking for that link or a login. This is especially true if someone is filling in for a co-worker.

You can add that website link and info to the Tabs area at the top of the team channels. Just click the plus sign to add a new resource and consolidate things for your team members.

5. Schedule MS Teams Training

One of the reasons that company initiatives fail is that users weren’t properly enabled. If users aren’t trained on using MS Teams, then they’ll revert to using whatever they used before. This negates the benefits of moving to Teams when not everyone is onboard.

Work with a Microsoft professional to train your teams. We can provide tips on the most productive features. As well as short-cut their learning curve quite a bit! Make sure to have a realistic timeframe. You should also survey users on whether they feel they need more training.

Need Some Help Implementing Teams in Your Organization?

We can help you over many of the roadblocks that organizations face when starting with Teams. Contact us today for a free consultation to enhance your collaboration and productivity.

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Everything You Need to Know About Microsoft Viva Sales

Data entry can be a real drag for salespeople. The time they spend on administrative tasks is time away from customer interactions. But that data is vital.

It’s important to capture customer orders, quotes, needs, and more. Lead and sales reporting help sales managers know where to direct their attention. Analytics also help drive more efficient ways of closing the deal.

Microsoft has taken up the mantle of this challenge. It is about to launch a new digital experience for sales teams. Microsoft Viva Sales is part of the “Viva” line of applications. These include things like Viva Insights for improved staff wellbeing. As well as Viva Learning for staff development.

The Viva apps natively integrate with MS Teams and the Microsoft 365 ecosystem. They include automation designed to eliminate boring tasks and enable more work engagement.

Viva Sales is a “CRM helper” application. We’ll go through some of the most asked questions about the app, its features, and when you can get it.

What Is Microsoft Viva Sales?

Viva Sales is an application that will provide sales and lead insights. These insights populate throughout Office 365 and Microsoft Teams. The focus of the app is to cut unnecessary manual entry to give sellers more time to sell.

How Does Viva Sales Work? Is It a CRM?

Viva Sales is NOT going to replace your normal CRM platform. Instead, it connects to your CRM and other sales-related apps. It leverages the data from these connections. This makes it easier for salespeople to get the prospect data they need to enable their work.

Salespeople spend approximately 34% of their time on administrative tasks.

Viva Sales Basics

Some of the core advantages of Viva Sales are:

Eliminate Forms: Data entry for sales professionals is greatly reduced. This frees them up for more customer relationship building.
Powerful Data Leveraging: Viva Sales connects to several platforms. This includes non-Microsoft programs and CRMs. The integration allows salespeople to cross-reference data points and gain valuable insights.
AI-Driven Help: Salespeople will get prompts that are AI-driven. These suggestions and reminders help them along in the sales process with a lead.

Interconnected Interface

Microsoft Viva Sales provides sales-specific insights throughout the various M365 applications. Salespeople natively see important customer details, wherever they are. Including in their Outlook Calendar or when in their Microsoft or non-Microsoft CRM.

Viva Sales Features

Tag to Capture Sales Interactions

Tagging is also known as using someone’s “@name” to get their attention. Tagging is a popular software integration used throughout many cloud-based apps. It’s also used within Microsoft 365.

Salespeople can use the familiar tagging function. They can use it to capture data from another M365 application for a prospect or customer. This includes adding someone to a list of customers by using a tag for their Viva Sales name. The system will capture the contextual information on the lead or customer.

Collaborate

Viva Sales makes it easier than ever to collaborate with your team on a sales prospect or customer. You don’t have to chase down information to copy/paste into a message. Use that tagging function to populate lead information from Viva Sales in seconds.

You can also easily edit or open a lead/customer record. No need to look for and open another app. The process gets you where you need to go in as few clicks as possible.

Call Summaries & Integrated Data

One thing that customers and salespeople hate is a lack of understanding. For example, when a salesperson doesn’t know about a recent customer interaction.

This can happen when company communication systems store data from different sources separately. Such as phone call messages being in one place and a customer’s website chat session being in another.

Viva Sales brings all that customer engagement data together into a single view. This allows the salesperson to see call summaries and capture call action items.

Download & Customize

Salespeople that prefer an Excel view of their contact list can get this from Viva Sales. Download lead and customer lists. Customize the application per the organization’s needs.

When Will Viva Sales Be Available?

Microsoft has announced that Viva Sales will be “coming in Q4 2022.” There is no exact date for the launch yet, but you can be sure that we will keep an eye on this!

In the meantime, you can watch a video explaining the application on Microsoft’s site here.

Take Advantage of Microsoft Viva Automation

Microsoft built the Viva suite of digital experience apps for productivity. These apps help employees find information faster, feel more connected, and work more productively.

Now is the perfect time to explore those that have already launched and get ready for Viva Sales.

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This Article has been Republished with Permission from The Technology Press.

7 Pro Tips for Microsoft 365

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Microsoft 365 is the most popular of all major office productivity software. It has 48.8% of the global market share, just edging out Google’s apps, by a couple of percentage points.

It’s used by individuals, small & mid-sized businesses, and larger enterprise organizations. It does everything a modern office needs. Including from word processing and spreadsheet work to cloud storage and video conferencing.

Because Microsoft 365 is such a vast platform, with over 20 apps in total, it can be easy to miss helpful features. People tend to stick with what’s familiar. But this often causes them to miss out on time and money-saving bonuses in M365, beyond the core apps.

Some of the many apps you get, depending on your subscription plan, include:

Excel
Word
Powerpoint
Outlook
To Do
OneDrive
Teams
Forms
Defender
SharePoint
Yammer
Lists
Access
Bookings
Intune
Planner
Visio
And more

Want to get more value from your subscription? We’ll go through some of the most helpful apps and features in Microsoft 365 that you may now know about.

Get More Out of M365 With These Tips

1. Skip the Menu Bar by Using Search to Find Functions

We’ve all been there at one time or another. You know there is a way to do something in an app, but you can’t find it in the menu. For example, trying to change your margins in Microsoft Word to give you more space on the page.

You can stop wasting time clicking through one tab after another, and instead, use the search box at the top. It’s not just for searching for help topics. You can use a search to quickly jump to settings like margins, page orientation, and many more.

2. Leverage the Free Stock Images, Icons & Videos

Most businesses need to have nice-looking images from time to time. They’re used on websites, brochures, and presentations. But finding good business images can be expensive.

You can’t just do a Google search to find them because they may be copyrighted. You need to have images that you can use commercially without any problems.

Inside Word, Excel, and PowerPoint you have a treasure trove of images. These are free to use in your marketing. You also have videos, icons, and even 3D models, all there for the picking.

Find them by going to Insert > Pictures > Stock Images

Use the tab at the top to tab between the different media. Then, click to insert it directly into your document, spreadsheet, or presentation.

3. Save Time by Using Data Types in Excel

Researching things like the population of a city or the nutrition value of a new menu can take days. Did you know that inside Excel you have access to several databases?

You can leverage facts and figures stored inside Excel’s “data types.” They include topics on everything from chemistry to yoga poses. Use data types to populate tons of data in seconds for various topics.

Start by adding your list (e.g., a list of menu items)
Highlight your list.
Then, click the Data tab.
In the Data Types window, choose the type of data it is (e.g., Food, Plant, etc.).

Next, click the small database icon that appears at the top of the list.
Choose the type of data you want.
The details will populate into the next open column on the right for each list item.

4. Save Time on Customer Surveys with Microsoft Forms

Microsoft Forms is one of the best-kept secrets of M365. This cloud-based survey and form builder makes it simple to send out surveys to people. You get the results back as soon as they click “submit” on the cloud-based form.

You can even download the results directly to Excel. Using them for graphing or uploading them into a software template.

5. Use PPT’s Presenter Coach to Improve Your Skills

Do you worry when it comes time to give a presentation to clients or your own team? Not everyone feels comfortable about public speaking, even if it’s virtual.

PowerPoint can help with a handy AI-powered feature called Presenter Coach. Turn this coach on when practicing your presentation. It will give you tips on your pacing, use of filler words (e.g., umm), repetitive language, and much more!

Look for the “Rehearse with Coach” option on the Slide Show menu.

6. Save Recurring Email Text in Outlook’s Quick Parts

Do you have certain emails you send to customers that have the same paragraphs of text in them? For example, it might be directions to your building or how to contact support.

Stop retyping the same info every time. Outlook has a feature called Quick Parts that saves and then inserts blocks of text into emails.

Create a Quick Part by highlighting the text to save in an email.
On the Insert Menu, click Quick Parts.
Save Quick Part.

When ready to insert that text into another email, just use the same menu. Then click to insert the Quick Part.

7. Create a Keyboard Shortcut to Paste as Unformatted Text

Keyboard shortcuts are great for saving time. But there’s not always one there when you need it. One handy keyboard shortcut to add for MS Word is to paste as text only. This method removes any formatting that copied text might have had so your document isn’t messed up.

Here’s how to make a keyboard shortcut for this:

In Word, click File> Options.
Click Customize Ribbon.
At the bottom of the panel, next to Keyboard shortcuts, click Customize.
Scroll in the left pane to All Commands.
Look for “PasteTextOnly”
Type your keyboard command, then click Assign.

Need Help Optimizing Microsoft 365?

Microsoft 365 has many security-enhancing, time-saving, and dollar-saving features. Learn how else we can help by scheduling a consultation today.

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What Is Microsoft Defender for Individuals & What Does It Do?

When you hear about Microsoft adding security apps to M365, it’s often the business versions. But the pandemic has changed the way that we see the workplace. It’s now a hybrid world. One made up of several connected “mini-offices” located in employee homes.

The outsourcing market has also contributed to the change in company networks. Freelancers are often contracted to work the same hours as employees. This means less overhead and taxes to pay. Approximately 68% of large consumer products companies outsource a part of their workforce.

What we’re getting at is that the need for home devices and network security has never been greater. Company data is now at the mercy of employee devices, situated in homes across the globe.

55% of employees use their own devices and software to work from home.

Microsoft has been at the forefront of this huge shift in the work environment. Its latest release is another example of how it has positioned its products to address new needs.

The latest security offering by Microsoft is not for business plans. It’s for Personal and Family users of Microsoft 365. The company announced Microsoft Defender for Individuals on June 16, 2022. This is a brand-new digital home security tool.

The Basics of Microsoft Defender for Individuals

Microsoft Defender is a new app that Microsoft 365 subscribers can download. Anyone with a Personal or Family plan can access it for no extra cost.

According to Microsoft, there was a main driver for offering Microsoft Defender. It was to protect the digital life of small businesses and families. Small companies will often use consumer Microsoft 365 plans. This is because they are less expensive than the business plans.

This app brings many digital protections together into one dashboard. These include the following.

Online Security Visibility

Most families have several devices connected to their network. This includes computers, tablets, and smartphones. It can be hard to know which are vulnerable before a hacked device infects the others.

Microsoft Defender gives you visibility into the security status of your devices. It does this in a single place. So, you could see if that new phone of Sally’s has antivirus enabled. You can also easily add or remove devices.

Device Safeguards

The app includes extra protections from online threats. These are in the form of help from antivirus and anti-phishing protection.

You can use it to continually scan devices for threats, both new and existing. You also gain control of scanning customization. For example, you can note certain apps as safe and tell Microsoft Defender what to scan.

Real-Time Alerts & Recommendations

Hackers use automation and AI to unleash their attacks and help them spread. This means that it’s often a race against the clock to stop a breach from getting worse.

To react fast, you need to know something is wrong. Microsoft Defender helps you by giving you real-time alerts. These also come with recommended actions. So, you not only know something is wrong, but you also know what to do about it.

What Else Should You Know?

Here are a few other important things you should know about using Microsoft Defender for Individuals.

Where Can You Download It?

You can download Microsoft Defender for Individuals from Microsoft here. You need to have a Microsoft 365 subscription to either the Personal or Family plan.

What Devices Can Use It?

You can use Defender to secure and monitor the following devices:

Windows: Windows 10 version 19041.0 and higher
Mac: Intel Macs from Catalina 10.15 and higher, and Apple silicon-based devices from 11.2.3 and up
iPhone: iOS 13.0 or later
Android: Android OS 6.0 or later

How Many Devices Can You Add?

Microsoft Defender allows you to watch the security of many of your home or work devices. The M365 plan you have will dictate how many.

If you have Microsoft 365 Personal plan, you can receive protection on up to 5 devices at the same time.
If you have Microsoft 365 Family plan, you can receive protection on up to 30 devices at the same time. (5 devices per person, 6 people total)

What Are the Key Differences Between the Personal & Family Plans?

Both plans can access the many different Office and other Microsoft applications. The main difference is how many people and devices can use the Microsoft 365 services.

Microsoft 365 Personal: $69.99 US/year, 1 person, 5 devices
Microsoft 365 Family: $99.99 US/year, 6 people, 5 devices per person

So, if you want to sign up even 2 people, you’re saving quite a bit with the Family plan. Even more, if you have six people total using the service.

What’s the Difference Between Microsoft Security on Windows & Microsoft Defender?

Most Windows users are already familiar with the Microsoft Security app. It comes pre-installed on Windows. Microsoft Defender differs from this app in several ways.

Microsoft Defender:

Is not pre-installed on Windows. You must download it.
It’s a cross-device application used on many different devices
It includes features for online security
It includes alerts and security tips

Learn More About Defender & Microsoft 365 Today

Are you looking to get more from your Microsoft 365 subscription? We can help! Reach out today to schedule a technology consultation with our M365 experts.

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Featured Image Credit

This Article has been Republished with Permission from The Technology Press.

Internet Explorer Has Lost All Support (What You Need to Know)

After being the main entry to the internet in the late 1990s and early 2000s, Internet Explorer (IE) is gone. As of June 15, 2022, Microsoft dropped the web browser from support.

IE ushered in the age of connection to the world in 1995 and held a majority of the browser market share for many years. But the release of newer technologies like Google Chrome made it less relevant.

In 2014, Internet Explorer still held about 59% of the global market share, with Chrome at 21%. But just two years later, IE lost its top spot to Chrome and trailed behind another newcomer, Safari.

In 2015, the writing was already on the wall when Microsoft released a new browser, Edge. With Edge destined to take IE’s place as the official browser installed on Windows systems.

It’s inevitable, the longer technology is driving work and home life, that we’re going to lose some of our favorites. Adobe Flash Player is another technology that used to be widely used and is now gone.

So, now that IE has reached its end of life (EOL), what happens next?

Microsoft Will Redirect Users to IE Mode in Edge

According to Microsoft, now that IE is officially out of support it will redirect users. Over the next few months, a new experience will happen. Those opening this outdated browser will instead land in Microsoft Edge with IE mode.

To ease the transition away from Internet Explorer, Microsoft added IE Mode to Edge. This mode makes it possible for organizations to still use legacy sites that may have worked best in IE. It uses the Trident MSHTML engine from IE11 to do this.

When in IE mode, you’ll still see the Internet Explorer icon on your device. But if you open it, you’ll actually be in Microsoft Edge.

Microsoft Will Be Removing Internet Explorer Icons in the Future

Microsoft isn’t yet getting rid of the IE icons that appear in places like the taskbar and Start menu on Windows. But it will in a future update. Users can expect to see those removed at some point.

Edge Will Import Browser Data from IE

What about your favorites, saved passwords, and other settings that you have in IE? Microsoft Edge will import these from Internet Explorer for you, so they’re not lost. This will include things like your browsing history and other data stored in the browser. You’ll then be able to access these in the Microsoft Edge’s settings area.

With IE Retired, What Do You Need to Do Now?

Uninstall the Browser

It’s risky to keep older technology that is no longer supported on your system. Cybercriminals love to exploit older tools that are not receiving any security updates. This leaves an open invitation to breach your network. Manufacturers are never going to address these because they retired the software.

Outdated technology costs enterprises approximately 47% more when they suffer a data breach. As compared to those with updated tools.

You should transition your stored information to Microsoft Edge (or another trusted browser). Then uninstall IE from your device or devices.

Ensure Employees Know How to Use IE Mode in Edge

A scenario that businesses want to avoid is what happened to many organizations in Japan. Several government and corporate users weren’t prepared for the retirement of IE.

It was reported that IT and engineering departments received many calls for help. This was due to unpreparedness for the browser’s demise. Although it came with warnings, it was a shock to many that used legacy sites that need IE to work. This included the customers of government agencies, financial institutions, and other organizations.

This left them scrambling to try to figure out what to do at the last minute. They still needed access to employee attendance management, and other online tools.

Of course, with IE mode in Edge, this transition didn’t need to be so chaotic. But without communication or training, more than 20% of affected users hadn’t figured out what to do.

Make sure you communicate with your team what to do. Companies can automate IE mode for their users so that it launches automatically.

Train Employees on Microsoft Edge Features

Microsoft Edge has a lot of benefits over IE and other browsers. It’s faster and more responsive than Internet Explorer. It also has comprehensive security controls (including password breach monitoring). And has unique features such as “collections.”

But with all new tools, if you want employees to use them proficiently, they need to have a chance to learn them. Take the time to transition right, and have your employees trained on Edge.

Need Help Upgrading Your Digital Tools?

You don’t have to panic when a technology you use retires. We can help you upgrade well ahead of any deadlines. Reach out today to schedule a technology consultation.

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Featured Image Credit

This Article has been Republished with Permission from The Technology Press.