Posted on Leave a comment

Microsoft 365 customer questions – Teams chat pop out for improved collaboration

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

Q – How can I chat and collaborate on a file at the same time

I was having a chat with a customer on Microsoft Teams and we were discussing the content of a PowerPoint file. The file was open for both of us in the desktop version of the PowerPoint App. I was referencing the content and the customer started complaining that every time I did that, she would have to switch out of chat and go the PowerPoint App to view the content referenced. Then come back to the chat to carry on the discussion. This context switching was fraying her nerves and is a classic example of bad collaboration productivity when a perfectly good solution will do, which is what she asked for 👇

A – Teams chat pop out

First just to say that if you want to work on an App like PowerPoint and chat alongside it at the same time, you can do that perfectly well when you are viewing the App in Teams – see screenshot below. Here you can see I have opened a Word file from the chat where I shared it. When you open the file from the chat, the conversation is not automatically displayed alongside the file, but you just have to click the Conversation icon to do that (see yellow circle). This functionality also works in a Channel conversation by the way.

Chat alongside App in Teams desktop – click to enlarge

This first option definitely does the job but sometimes you want to go beyond the App within Teams for richer functionality and use the desktop version of the App. Or collaborate alongside Apps not integrated into Teams like the Office Apps are. Thats when you use the Chat pop out function. Here are instructions for how to pop out a chat. Below is a screenshot of what it looks like. You can resize both windows to suit side by side work and chat better this way if you wish.

Chat alongside App outside Teams desktop – click to enlarge

And finally, here is an example of the popped-out chat alongside a browser window, just to show you how it’s possible to chat in this way alongside any other application.

Chat alongside non-Teams embedded App – click to enlarge
Posted on 1 Comment

Microsoft Viva goes vertical – sales productivity module announced

I have been writing a lot on Microsoft Viva lately since I work with customers on it (disclosure) and since it is an employee experience platform (EXP), I am working on a new trend report that is related: Employee Customer Experience Connection. More specifically, I have been saying in relation to my work and the trend report, that sales is a sweet spot for an EXP. Some of my recent posts on this below.

Microsoft Teams and CRM for Sales Productivity

Microsoft 365 customer questions – Sales Productivity

What do I mean by vertical?

Just last week I announce two other modules that had recently been launched: Employee Experience platform offering grows with new Microsoft Viva modules. These modules along with all the original four are modules that can touch all parts of the organisation – hence horizontal. They are not specific to any one department, in other words vertical. In the case of Viva Sales, the focus is squarely on the sales department and function and on supporting revenue growth.

Here is an official post from Microsoft on the latest addition: Introducing Viva Sales, a modern way of selling that brings together any CRM, Microsoft 365 and Teams – The Official Microsoft Blog

And a video with some good demos:

Why sales is the sweet spot for the employee customer connection?

  1. Sales is the front line. It is where the interaction between employees and customers is most tangible and critical and where great experiences matter. To improve the customer experience, you should start with the employee experience. It doesn’t matter if most of your sales are online now, and customers don’t need to interact much during the actual selling process. At some point, customers will interact with your company, post purchase or in the lead up to it, direct or indirect. Everyone is always selling, whether it is in their title or not and every interaction with your company is a reflection of an experience with it and influences sales. The retail industry is where employee customer interaction is keenest and most critical as I wrote about here: 3 reasons retailers are leading at the intersection of employee and customer experience.
  2. Sales and growing revenue is number one. It is always a high priority for companies – maybe the highest, especially in tough times. So getting sales performance right is a top priority. Understanding it is a first step. Viva Insights is a great module for this specifically as I recounted in both of the articles I referenced earlier; through the work I am doing with customers. Second and ongoing is to conduct thoughtful experiments that will improve sales performance and productivity and measuring that impact of those through Viva Insights. Viva Sales will make the delivery of improved sales performance and productivity easier in Teams, through the flow of work. This point is stressed in an interview with Microsoft’s Chief Commercial Officer: Judson Althoff discusses the companies’ newest expansion, Viva Sales (cnbc.com)
Posted on Leave a comment

Features that Delight – Outlook Calendar Board

The new Calendar Board view is only available in Outlook Web App at the moment but coming to the client soon. It is a delightful tool that still lets you work in calendar view but add a whole host of Applets and integrations alongside it in a zoomable canvas – very productive indeed.

There is more on this feature on the Microsoft Support site here.

I really like this view and since I do everything Outlook related in the browser, I’ve been using this for about 6 months now, which is when it first started making an appearance.

While you can bring in a Calendar or task (To Do) view into your email flow, I prefer to separate it out. Calendar work requires focus in my view. And the ability to add to other Applets and functions with their own capability that support the work you are busy with and is scheduled in your calendar, just makes this focus super effective.

Posted on Leave a comment

The compelling reasons to find and trust your inner voice

Ironically, the basis for this post was formulated after reading the thoughts shared by the author of a book I am currently reading, which in turn is based on the thoughts of someone else.

The essence of the thought is that too often we are swayed and influenced by others rather than finding and trusting our own inner voice.

The book I am reading is The Socrates Express: In Search of Life Lessons from Dead Philosophers by Eric Weiner.

I am currently reading the chapter on Arthur Schopenhauer. A relevant extract from that chapter below (first paragraph starts with a quote from Schopenhauer):

“No greater mistake can be made than to imagine that what has been written latest is always the more correct; that what is written later on is an improvement on what was written previously; and that every change means progress.”

We make this mistake every time we click mindlessly, like a lab rat pulling a lever, hoping for a reward. What form this reward will take we don’t know, but that is beside the point. Like Schopenhauer’s hungry readers, we confuse the new with the good, the novel with the valuable.

I am guilty of this. I’m constantly checking and rechecking my digital vital signs. While writing this paragraph, I have checked my email (nothing), opened my Facebook page (Pauline’s birthday, must remember to send her a note), placed a bid for a nice leather backpack on eBay, checked my email again (still nothing), ordered a disturbingly large quantity of coffee, upped my bid for that backpack, and checked my email again (still nothing).

The encyclopaedia was the Internet in Schopenhauer’s day, and nearly as seductive. Why puzzle over a problem when the solution is readily available in a book? Because, answers Schopenhauer, “it’s a hundred times more valuable if you have arrived at it by thinking for yourself.” Too often, he said, people jump to the book rather than stay with their thoughts. You should read only when your own thoughts dry up.’

Substitute “click” for “read” and you have our predicament. We confuse data with information, information with knowledge, and knowledge with wisdom. This tendency worried Schopenhauer. Everywhere he saw people scrambling for information, mistaking it for insight. “It does not occur to them,” he wrote, “that information is merely a means toward insight and possesses little or no value in itself” I’d go a step further. This excess of data – noise, really -has negative value and diminishes the possibility of insight. Distracted by the noise, we don’t hear the music.

I would say that in my writing, such as on this blog, my guilt is that I too often refer to others. I am too quick in finding validation from and through others.

This is unsurprising since this was the foundation of good blogging back when it first started. That is, hyperlinking and the web of connections and ultimately knowledge this builds up.

Fill your head too much with the ideas of others though and they will displace your own.

While I am not suggesting that the habit of referencing others work and building on the ideas of others is not a good one (on the contrary), I do think we should be more mindful about our inner voice.

Sometimes it’s good to shut the world out and home in on that inner voice. Here is how I think we will benefit.

Benefits of developing your inner voice

  1. Evolving intuition. As much as you might believe that data is the better basis for understanding and making decisions, this is not about a choice. Regardless the weight that intuition and gut feeling play in your decisions (in life and at work), it plays a role. You should hone the skill as much as you can and that is best done by listening to your inner voice.
  2. Build your unique differentiation. Especially in personal brand efforts, it pays to have your own voice that stands out. That you have considered deeply what you stand for and believe in and you can speak that truth widely – it will be appreciated.
  3. Focus. Simply put, you will be less distracted by the clicks. When you need to be that is. As mentioned, there is sense in seeking to build evidence, but when you need to focus, it sometimes makes sense to shut out the outside world and focus on what you have learned and putting it all together yourself.
Posted on 1 Comment

Creativity Boosters to get you in the Flow – 4 of 4 – Nature

We all know Creativity at work is important. It is a leading driver of innovation and it boosts productivity. And when you are in the right flow, you are more creative and productive. Other than having a formulaic approach to better flow (Formula pins down what gets people in the “Flow”) we all want to know what leads to better creativity and some of the other outcomes it contributes to. I know what works for me and instinctively and from experience, you might know about these too. In this four part series I want to share what works for me – this post covers nature and the creativity boosters tag captures all the posts.

Creativity

First a little more about creativity and why it is so important at work. Each post from the series will elaborate on one aspect of this and then go onto the specific creativity booster that supports it.

Did you know creativity is a relatively recent phenomenon? It does seem counterintuitive since humans have been creative from the get-go, one would think. It is what set us apart from other species. But according to this article (which also has other excellent info on creativity) and Google’s Ngram tool, it wasn’t really part of the popular lexicon until midway through the last century: What is creativity? The ultimate guide to understanding today’s most important ability.

And it has come a long way since then.

One could say its meaning needs reassessing.

A recent study by Microsoft and Steelcase came up with some new themes which I have captured below – study article here: The Creative Shift: How Place + Technology + People Can Help Solve 21st Century Problems.

Click to enlarge

Nature

Whether you are for mountains, forest or water (classic icebreaker question) getting out into nature will do the trick for your creativity.

study published in 2012 was one of the first to address the effect of time spent in nature on higher-level tasks of the creative intellect, such as problem-solving. 

In 2013, research published in the British Journal of Sports Medicine showed that walking in a city park or any green space for as little as 25 minutes is enough to give your brain a rest and boost cognitive functioning.

I am very lucky to have gorgeous countryside on my doorstep and frequently try to take breaks in my day and especially when I am in the middle of a work challenge that requires creative thinking – which is pretty much always. It helps I need to walk some of my furry keeps 🐶🐶.

When I can I go on longer excursions – here is a video below from a morning hike (18 miles) I went on with a friend. I challenge you to immerse yourself in the audio (turn up the sound for the bird song) and visual and remain unmoved – imagine immersing yourself for longer than the 15 second video snippet allows.

To really make a difference to my creative output I go on longer excursions, or OuterVentures as I like to call them. Mostly these are on vacations where I try to make access to nature at least partly possible or through longer hikes with friends. I’m about to go on one such hike through Scotland on the West Higland Way: West Highland Way – Scotland’s Best Loved Long Distance Walking Route. I’ll do a write up on my return but I know I am going to come back fired up with creative juices as is always the case.

Posted on Leave a comment

Creativity Boosters to get you in the Flow – 3 of 4 – Meditation

We all know Creativity at work is important. It is a leading driver of innovation and it boosts productivity. And when you are in the right flow, you are more creative and productive. Other than having a formulaic approach to better flow (Formula pins down what gets people in the “Flow”) we all want to know what leads to better creativity and some of the other outcomes it contributes to. I know what works for me and instinctively and from experience, you might know about these too. In this four part series I want to share what works for me – this post covers meditation and the creativity boosters tag captures all the posts.

Creativity

First a little more about creativity and why it is so important at work. Each post from the series will elaborate on one aspect of this and then go onto the specific creativity booster that supports it.

Does creativity still matter in the age of Artificial Intelligence? That is a central question of our times as both “capabilities” are so in demand and prominent. My view is a resounding YES.

AI is becoming capable of creating music, art, code, etc. It is even driving outcomes in customer engagement. What then for the role of human originality. In my view, it is in combination that we can expand the infinite possibilities and solutions – technology, data and the human touch blended to achieve scalable solutions that meet unique human needs or spark unique human engagements.

Take customer engagement. Though AI is being used to driver greater customer engagement outcomes, humans are creative thinkers, seeing connections between things that might not seem at all related. Humans often see obscure links to find solutions to seemingly impossible problems. Humans also bring emotional intelligence and empathy, interpreting emotions and meaning from nuances in body language, voice, and even silence and adjusting as needed.

Empathy is critical too and showing that you understand a customer’s dilemma is the first step to helping them solve their problem. 

Human cognition is also innately intuitive, using life experiences to make rapid decisions. We don’t just use the facts in front of us to make judgments and draw conclusions. We draw on experience and knowledge accumulated over a lifetime. 

These are the things that make us creative powerhouses but together with machines we can stretch possibilities and performance as this HBR study confirms: Collaborative Intelligence: Humans and AI Are Joining Forces.

Click to enlarge

Meditation

I have written an eBook on Mindfulness practice and how it can lead to better outcomes at work including how it can improve your creativity. Improved mindfulness is an outcome of meditation BUT that is not the point of meditation.

As Alan Watts conveys in this video:

Meditation is the discovery that the point of life is always arrived at in the immediate moment and therefore if you meditate for an ulterior motive, that is to say, to improve your mind, to improve your character, to be more efficient in life, you’ve got your eye on the future and you are not meditating.

Meditating to improve your creativity is the same thing. Having said that, done well and for the right purpose, meditation definitely does improve a vast number of things as a result, including your creativity – or so I find.

And whether it’s through meditation or an increased level of mindfulness, there are also things you can do to increase your flow state and inspiration potential or just get you back on the right path. Here are a few pointers:

  • Activities you can do to influence an “aha moment” brain state:
    • Reduce distractions (sensory deprivation), e.g. meditation session with eyes closed, go into a dark space, etc.
    • Think positive (it activates the anterior cingulate which expands your scope of thought)
    • Widen horizons (imagine yourself in a vast environment like space, or a different one, like another country)
  • Notice when you have the urge to “push through” or “think harder” and try stepping away instead. Stepping away is part of the creative process. Giving your unconscious mind time to reorganize the information and clarify it for you. 
  • Setting aside time for creative play provides the space the mind needs to work out how to bring ideas to life.  Everyone has the capability of creativity.  Think of it as forming patterns in unique ways. Here is a sample of some activities for creative play.  The key to play is to detach from the outcome and release yourself from the rules and structure.  In other words, just see what comes up without judgement!
    • Sketching – I swear by it with my DanelDoodles.
    • Brainstorming
    • Free-writing
    • Non-dominant hand exercises
    • Fantasy/Day Dreaming
    • Dance/Free movement
    • Decorating your workspace or home – just rearranging things can sometimes help, even clearing things up (especially clutter)
    • Tinkering
Posted on Leave a comment

Creativity Boosters to get you in the Flow – 2 of 4 – Coffee

We all know Creativity at work is important. It is a leading driver of innovation and it boosts productivity. And when you are in the right flow, you are more creative and productive. Other than having a formulaic approach to better flow (Formula pins down what gets people in the “Flow”) we all want to know what leads to better creativity and some of the other outcomes it contributes to. I know what works for me and instinctively and from experience, you might know about these too. In this four part series I want to share what works for me – this post covers coffee and the creativity boosters tag captures all the posts.

Creativity

First a little more about creativity and why it is so important at work. Each post from the series will elaborate on one aspect of this and then go onto the specific creativity booster that supports it.

Half of us will need to reskill in the next five years, as the “double-disruption” of the economic impacts of the pandemic and increasing automation transforming jobs takes hold.

That’s according to the third edition of the World Economic Forum’s Future of Jobs Reportwhich maps the jobs and skills of the future, tracking the pace of change and direction of travel.

The World Economic Forum has taken data from LinkedIn and online learning platform Coursera with which to track with unprecedented granularity, the types of specialized skills needed for the jobs of tomorrow, which are in demand across multiple emerging professions. Here are the top 10 skills needed with Creativity clearly amongst them.

Coffee

It is probably no coincidence that the London coffeehouses of the 17th & 18th centuries were the engines of creation that helped drive the Enlightenment – the European intellectual movement that emphasized reason and individualism rather than tradition.

Yes a recent study showed that caffeine boosts problem-solving ability and not creativity, but that is not what we expect from coffee. If creativity takes hard work (which it does), then coffee is how you prime the pump. The study also showed that caffeine increases focus, alertness and motor skills. The rest is still up to you, but at least you will be ready for the creative juices to flow or the creative muse to visit.

Here is how I focus on the best coffee. My go to is the Bialetti Moka Pot and with my Italian background that is probably no surprise, I grew up with it. I often use Illy or Lavazza blended coffee beans and from time to time, I grind my own beans when I find good ones. I don’t only use it for Espresso’s which it is typically associated with. I have a slightly larger pot and I make one entire pot for myself first thing in the morning, often with just a little bit of warm milk. Or if I want to spoil myself on occasion, I froth some hot milk (I have a Lavazza milk frother for that).

Thats how I start my day and also the time I put aside for serious creative work, the earlier the better. If needed, I add a second pot and then that’s it, no more creative work, or coffee.

Posted on Leave a comment

Creativity Boosters to get you in the Flow – 1 of 4 – Music

We all know Creativity at work is important. It is a leading driver of innovation and it boosts productivity. And when you are in the right flow, you are more creative and productive. Other than having a formulaic approach to better flow (Formula pins down what gets people in the “Flow”) we all want to know what leads to better creativity and some of the other outcomes it contributes to. I know what works for me and instinctively and from experience, you might know about these too. In this four part series I want to share what works for me – this post covers music and the creativity boosters tag captures all the posts.

Creativity

First a little more about creativity and why it is so important at work. Each post from the series will elaborate on one aspect of this and then go onto the specific creativity booster that supports it.

While creativity is highly important in business, it’s an abstract process that works best with a concrete structure. This is where design thinking comes into play.

Top industries are hiring those with Design Thinking Skills

From: The Importance of Creativity in Business, 25 January 2022.

Music

You don’t have to be an avid muso to appreciate this. In fact sometimes it can distract, as it does me. Thats why the music you choose to support the work you are doing should be in the background and down low.

One new study explores music as a source of creativity. Since music has been shown to improve cognition and enhance learning and memory in other studies, it makes sense that perhaps it has an impact on creative thinking, too. 

From: How Music Helps Us Be More Creative, November 17 2017.

Here is my Spotify playlist. It’s made up of LoFi beats and very chilled music – I use it any time I need to tap into my creativity. Maybe it helps you :)

Posted on Leave a comment

The unbearable weight of doing

One of the things you gain from going on vacation (as I did recently) is that you are liberated, if only temporarily, from the pressure of doing anything. At least in theory. Sometimes the habit of “busyness” we often pick up at work permeates into our holidays. We struggle to relax. Hopefully we are soon over this and into our stride of being on holiday.

My post title is somewhat of a play on the title from the famous novel by Milan Kundera, The Unbearable Lightness on Being. From the Wikipedia article are some other points of interest that I would like to bring to [bear] – the philosophical underpinnings of the novel:

Challenging Friedrich Nietzsche‘s concept of eternal recurrence (the idea that the universe and its events have already occurred and will recur ad infinitum), the story’s thematic meditations posit the alternative: that each person has only one life to live and that which occurs in life occurs only once and never again – thus the “lightness” of being. Moreover, this lightness also signifies freedom. In contrast, the concept of eternal recurrence imposes a “heaviness” on life and the decisions that are made – to borrow from Nietzsche’s metaphor, it gives them “weight”. Nietzsche believed this heaviness could be either a tremendous burden or great benefit depending on the individual’s perspective.

My views are firmly on the “light” side although I find nothing unbearable about this view at all, i.e. that we have only one life. If anything, for me it is liberating.

The parallels to work

When your work mimics a treadmill then you are in the same position of being in an eternal recurrence.

Every day is the same, boring, monotonous Groundhog Day.

Sometimes it’s unavoidable. We have tedious tasks that are repetitive but they have to be done. No job is devoid of them and sometimes they are just plain necessary.

Sometimes we make our own busyness. We equate it mistakenly with importance (i.e. it makes us feel important) and productivity when there is absolutely no correlation.

This adds a crushing weight to our work lives that in many cases, is avoidable.

For one, take frequent vacations. It’s amazing, if you really have let go of work and taken the time to disconnect, how light your perspective becomes.

The art of being

When we go about our work in a natural state of being rather than being pressured to do increasingly more, there is a freedom that impacts our creativity and productivity.

I totally get it all depends on your job, your economic circumstances and sometimes the inevitably pressured times that any job entails.

Most of the time, you can master the art of being. Just some pointers to consider:

  1. Don’t feel you have to join every meeting just because you were invited. FOMO is not real! Think carefully about whether you really need to join or could be more productive staying out of it and focusing on some other more valuable task, or just being for a while. If you really need to do something, meditate 🧘🏽‍♂️
  2. Aside from vacations, step outside every now and then and smell the roses, in every way. Make like famed philosopher, Jean-Jacques Rousseau who built some of his most profound observations around them, and many others who knew the secrets of walking, and take a stroll.
  3. Detach yourself from the notion that busyness equates to importance or productivity. Sometimes less is more and the more time out you get, the more creative and ultimately productive you conversely are.
Posted on Leave a comment

Starting a business remote first – 10 priorities

I mentor startups from time to time, in my spare time. I am doing so at the moment with one. I am bringing my past experience to bear starting and working in startups and I’ve also written an eBook on a related subject. In the current case though, it’s more my current experience I am advising and focusing on based on my professional work at Microsoft (disclosure). This is around the use of the Microsoft 365 platform (mostly) to support collaboration and productivity.

First some assumptions to be clear on:

  1. Remote first. The team members are all distributed and not all in the same country. So far, so normal 🙂
  2. Side job so multiple other tools. Some of the members have other jobs and so there is a question of competing and even conflicting technologies that need to be considered.
  3. Early stage. This is a very early-stage startup with founders just starting to work together on this – hence the need to start from scratch.

Then here is my list of top 10 things I am focusing on – not that they are necessarily the most important, just what I can and need to prioritise for the team now:

1 Create a new Microsoft 365 account and license the users. Just because I work with this tech, I did not want to push it. Many of the members have familiarity with other platforms and this needs to be considered. In the end, after some discussion (and I presented the case in a DanelDoodle), we agreed on M365. I chose an M365 Business Standard option and here is a handy guide when setting up for the first time if needed.

2 Assign a domain that can be used in email and beyond. The team already had a domain, I was given access to manage the domain through GoDaddy, the domain registrar. Assigning it was a doddle.

3 Create a Team for internal collaboration. I started with a great template for project management. More about Team templates here. We are using this for all collaboration naturally, asynchronously and through Teams Meetings on regular sync calls.

4 Orientation page or description with clear outline of purpose. In the General Channel for the project management Team I set up, I created a simple wiki page in a Tab with pointers to everything they needed to know to get started and up and running. It also collates links and info on the function of each Channel and the tools available in each Channel.

5 Simple Task Planning – Planner in Teams is the perfect lightweight option to get started with. Members access it from a Tab in the Planning Channel in the Team that was set up from the template. Tasks are listed by sprint buckets.

6 Viva Learning and powering a growth mindset. Setting up a Tab in a Channel is straightforward and other than to bring in content covering Teams and the broader M365 platform, you can choose from the 125 free LinkedIn courses to driving learning in other important areas to fill any skills gaps.

7 Automation for competitive intel – Power Automate. One simple automation I have started with (based on a template) is to bring in tweets with relevant hashtags related to competitive activity. Will be looking for more and much of these kinds of templated flows plus many you can build come free with the M365 license (but beware of the limitations).

8 Marketing – start a website prototype. I had already started working on that and I documented that in this post: Content management with WordPress evolved – full site editing 1. This covers both the content management and website creation side of things as well as eCommerce.

9 Forms for surveys to get feedback on prototypes and other things. Microsoft Forms which comes with the license is a simple and useful tool.

10 Chat Bot in Teams (employees), later for website (customers) using Power Virtual Agents (PVA). I started with a simple pre-made BOT to support understanding of Teams. It’s snappily called the Teams Training Assistant App – you can watch it in action in this video here. I’m not actually sure it was built on PVA but regardless, it is useful for the Teams newbies. I will look to build a customer facing BOT later using PVA.

Posted on Leave a comment

Microsoft 365 customer questions – what and why M365

I work in the business of dealing with customer questions on Microsoft 365 all the time (disclosure), either directly or indirectly. This is part of a series of posts where I share them if they can be of help to others. Where I can of course and naturally, not just the questions but the answers too. All questions and answers strive to respect both sides sensitivities (parts will have been redacted and/or anonymised) and the main topic is covered in each post title.

Question:

The customer is just about to launch Microsoft 365 so the decision has already been made about buying and using it. The question was more in relation to a kick off session to all staff in which I was asked to present in 10 minutes what M365 is and why it will add value to the organisation. I’ve also been asked this by others so I thought this would be a good exercise in any event.

Answer:

I’ve started my thinking on how to address this with a DanelDoodle, always a good way for me to narrow my thinking and generally sense make. As you can imagine, 10 minutes in which to explain M365, a platform so vast in capability, is not an easy task. Maybe impossible. But it is a good exercise. And on this point, this is just an exercise. This is not a definitive answer and will likely change as I prepare for my session and use this to gather feedback. Some explainers below the doodle.

Click to enlarge
  1. I started with a brief explanation in the first two blocks on the nature of Microsoft 365 in relation to the commonly held understanding that it is the Office suite you buy upgrades for every few years. It’s much more than just a set of document tools like Word, PowerPoint, etc. It also goes beyond a new name and business model. So the first block tries to explain that it is a subscription service and you get continues updates and innovation as a result. It also covers many other tools covered in the second block, more on all of them here: Microsoft 365 | Secure, Integrated Office 365 Apps + Teams
  2. I then wanted to cover the concept of the Microsoft Graph which is really important. This is pretty challenging, not sure I’ve done that quite yet. More on that here: Overview of Microsoft Graph – Microsoft Graph | Microsoft Docs
  3. I then tried to choose an area that M365 covers really well which is documents and processes. I chose some examples for each of these that showcase the two main functions. There are so many to choose from this is really difficult. I chose these because I think they capture the essence of innovative new features really well. Here is a little more on each:
    1. Analyze Data in Excel (microsoft.com)
    2. Create professional slide layouts with PowerPoint Designer (microsoft.com)
    3. Microsoft Editor checks grammar and more in documents, mail, and the web
    4. Microsoft Lists | Microsoft 365
  4. The last block covers Microsoft Teams which has become the de facto “front end for collaboration” incorporating so many other tools and components of M365. This article covers the concept I am trying to explain really well: Stay in the flow of work with new collaborative apps for Microsoft Teams – Microsoft 365 Blog
Posted on 1 Comment

Finite creativity and the importance of time out

Creativity is important. In our personal lives as well as business. Creative juices are sustenance for our innovation output. Why then do we treat it as if it were an infinite resource that can be tapped at will.

Creativity depletion deniers will say there is no limit to our capacity to be creative. But it is the possibilities that are limitless, not our capacity to be creative.

You can fill a glass only so much. What overflows is not necessarily of the same quality.

The antidote is time out – OuterVentures

Time out from the daily grind, from the incessant, plodding monotony.

Time out and immersion in different cultures, experiences, environments.

I am extremely fortunate to be able to enjoy the possibilities. I have just come back from a vacation. I regularly get out for hikes and travel frequently (although less so of late for obvious reasons). I had forgotten how beneficial this is.

My latest OuterVenture has taken my wife and I to Cape Town for the last two weeks.

What an amazing, vibrant and richly cultured city. Full of entrepreneurs and innovators making the most of sometimes challenging circumstances. What beautiful landscapes too. Such refreshing experiences overall.

This site is all about InnerVentures – an inward looking pursuit most times.

As you may have gathered, OuterVentures is the opposite.

As much as it is important to spend time investigating inwardly, it is equally important to lift our gaze from our navels. As Marcus Aurelius, the renowned Roman philosopher famously exhorted, stop thinking and act!

Anyway, some of the best snaps from my recent holiday below. Next is a 7 day hike in Scotland on the West Highland Way.

Posted on Leave a comment

Navigating the modern work landscape – impact and effort

As things have shifted so dramatically over the last few years and there is no sign of it abating nor of going back to normal, I wondered what that meant for modern work. Time for a DanelDoodle. This is a really high-level view and naturally I will have missed key elements. But I just wanted to map the landscape (the important factors being effort and impact) and then plot some elements I thought worthy. Some notes after the doodle.

What’s needed to get ahead at work in the next 10 years

Pick one or two at most, because you cannot excel at all.

  • Business Outcomes Achiever. My views on this are no secret, I’ve written countless posts with the tag. It is the most powerful of the activities in my view. If you can show how you are driving the company forward and to success, you will be successful. But it’s not easy.
  • Innovator. How are you thinking differently, doing things differently? This requires equal parts creativity and execution capability. Do it right and you will be rewarded handsomely because competition is so high and change so fast.
  • Productivity Pro. Because being able to withstand the pressures of distraction and so many things to do and focusing on the things that matter, matter. Not hard work but the right work.
  • Technophile. If you don’t master technology, it will master you. And get it to work for you, that’s why it is positioned as high impact and low effort. As every company becomes a software company and automation takes off, this becomes key.
  • Sense Maker. Navigating the onslaught of information, challenges and opportunities out there and making sense of it so you and your company ultimately make the right decisions.
  • Collaborator. As we work more from home and use tools to connect this becomes ever more important but it has always been. Because you go further together than alone.
  • Authentically Nice. Because you don’t have to be an arsehole to win. But it does have to be genuine.
Posted on 1 Comment

Microsoft Teams and CRM for Sales Productivity

Bringing CRM tools into Microsoft Teams makes sellers more collaborative with the intention of making them more productive, ultimately to drive top line growth. Microsoft where I work (disclosure) positions this as collaborative Apps that keep you in the flow of work. I’ve already written about the work I am doing with customers on this here, including other technologies: Microsoft 365 customer questions – Sales Productivity. In this post I wanted to zoom in a little with a demo video I created around some new Salesforce and Microsoft Teams integrations just out and some of what others are doing.

Salesforce and Microsoft Teams

This demo goes through the standard Salesforce and Teams integrations to date but recently the functionality has been extended for Teams Meetings and so this video covers that in a little detail.

Q!kom has extended the standard integration further, powered by Microsoft Graph API. This video explains how and shows the possibilities of extension and customisation.

Microsoft Teams integration with SAP Sales and Service Core

SAP Sales is not necessarily one of the powerhouse CRM platforms out there, but they are showing innovation by focusing on this integration with Microsoft Teams

With monthly active users in the hundreds of millions, Microsoft Teams cannot be ignored.

As a core platform where work happens, integrating your solution with Teams is a great way to enhance its use.

Dynamics 365, Context IQ, Loop and Teams

You would expect Microsoft with its own CRM platform Dynamics 365, to be driving this integration too.

In this video (time stamped to start at the right time) you see it being incorporated into Microsoft Teams but also other technologies like Outlook alongside Loop and Context IQ (new AI based technologies being developed and released at present). The video is from recent announcements at Ignite – a Microsoft conference.

On the integration of D365 with Microsoft Teams Meetings, I don’t have a video to show but this is all being worked on – see documentations here: Drive seller productivity with a seamless experience between Dynamics 365 and Microsoft Teams meetings.