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Almost everyone loves PowerPoint, Excel and Word, but there’s another Office application that should be recognized as a must-have: OneNote. It’s an app for pulling together text, video, audio, and other visual resources to create shareable notebooks full of useful information. With this article, you can master OneNote in no time at all.

OneNote is a digital notebook

Despite the visual similarities, the thing that sets OneNote apart from Word is the way it stores and displays saved information. In OneNote, one window displays all your Notebooks, which can contain several pages and separate documents.

To create a Notebook, click File and then New. From there, you’ll be given the option to create a new Notebook, which can be saved locally to OneDrive or to SharePoint.

A Notebook will help you organize several types of information in one space, so let’s imagine we’ve named a SharePoint Notebook “New Product Ideas” and clicked Create New.

Next, you’ll be looking at a blank screen with “New Product Ideas” in the upper left-hand corner. To get the most out of OneNote, we need to start organizing our Notebook.

Separate your Notebook into Sections

Every Notebook is organized into Sections, similar to what dividers do in a physical notebook. For example, our New Product Ideas Notebook might be divided into Sections based on things like design, price and materials.

Sections are shown as color-coded tabs along the top of the screen, next to the name of your Notebook. You simply click the ‘+’ button to create a new section.

Start filling your Sections with useful Pages

Up until this point, OneNote seems like little more than a Word document with improved organization. But Pages in OneNote are built so that different types of media can be dropped into your pages with the click of a button.

So let’s say you’ve bookmarked a number of websites with reference images you want to add to your Design Section. Open up Design and select Add New Page on the right-hand side of the screen. Right-click it and name the page, and in our example this could be Ideas from online.

One way to insert the images from your bookmarked webpages is to save them to your computer and then drag each icon onto your OneNote Page where the image will automatically appear.

However, with Microsoft’s OneNote Web Clipper this can be done much more easily. After installing the browser extension, open it and select what you want to save from the web page with your cursor. The Web Clipper will ask which OneNote Page you want to save the selection to and it will automatically be added.

Start experimenting!

Now that you understand how to organize your information, you can experiment with linking Pages from different notebooks, adding category tags to Pages, and inserting online videos into your notes.

If you’re worried about a Notebook becoming overly complicated, don’t worry. Above the Pages pane is a search bar that you can use to find keywords from Notebook titles, Section titles and Pages content.

You could spend an entire year learning the ins and outs of every Microsoft Office application, but a faster way would be to let us help you cut through the clutter with practical recommendations and assistance. Call us today!

There’s a good reason why businesses like Office 365: It’s a feature-rich productivity suite that gets plenty of upgrades throughout the year. Last month, Microsoft announced four new upgrades that will make the cloud platform even more irresistible for small- and medium-sized businesses.

Microsoft Connections
Email marketing campaigns are a great way to build relationships with contacts and increase sales, but they’re often difficult to manage. With Microsoft Connections, you can easily launch a campaign in minutes using pre-designed templates for newsletters, referrals, and promotions.

As you acquire more contacts, Connections allows you to segment your mailing list so you can target different customers. For instance, you can send product promotions to clients who have stayed with your business for more than six months.

After firing off your emails, performance charts track important metrics like open rates, clickthrough rates, new sign-ups, and canceled subscriptions that can be used to improve future campaigns.

Microsoft Listings
Microsoft Listings helps you seamlessly manage your online presence. Whenever you update your business profile, Listings automatically publishes those changes across your Facebook, Google, Bing, and Yelp accounts, allowing you to keep important information like business hours up to date.

What’s more, Listings includes a web dashboard where you can monitor page-views, reviews, and likes, helping you assess your company’s online reputation.

Microsoft Invoicing
Another useful addition is Microsoft Invoicing, a tool that helps you generate price estimates and invoices. When combined with enterprise resource planning (ERP) software, you can program workflows that automatically redirect invoices, pending payments, and estimates to the right accountant. This application works for credit, debit, and PayPal transactions.

Office 365 Business Center
The Office 365 Business Center brings Connections, Listings, and Invoicing all under one roof. This means information listed on one application is automatically registered onto another, saving you from inputting data multiple times.

The main hub also features a unified dashboard where you can track an email campaign’s performance, Facebook impressions, and any outstanding invoices, giving you full visibility into your accounting and marketing processes.

According to Microsoft, these powerful features will be generally available for Office 365 Business Premium subscribers in the coming months. But if you want to get early access, consider joining the Office 365 Insider program.

Office 365 will likely have even more surprises for SMBs this year, so make sure to keep in touch with us to get the latest rundown on feature releases and Microsoft news.

Pairing your business with the right productivity-enhancing tool is a challenge. Fortunately, you can choose between two popular options: Office 2016 and Office 365. But which is right for you? Here are three main differences that may help you decide.

How they’re paid for
Office 2016 is a stand-alone suite, and regardless of the quantity purchased, is described by Microsoft as a “one-time purchase.” You pay a single, upfront cost, meaning the entire purchase price must be paid before receiving the license to legally run the software for life.

By contrast, Office 365 is a subscription service requiring monthly or annual payments. Office 365 allows users to run applications only if payments are made. If you stop, you will have 30 days to continue operating after the previous payment’s due date before the license expires.

How they’re serviced
Another aspect to consider is the service and support offerings. Microsoft provides monthly security updates for Office 2016 applications, and these updates fix non-security bugs. However, you don’t get upgrades for improved features and functionality. If you wish to run the latest edition, you’ll have to pay another upfront fee.

Office 365 users, on the other hand, get the same security patches as Office 2016 and also additional feature and functionality upgrades twice a year.

How they sync with the cloud
Microsoft announced a major change this April: As of October 13, 2020, Office 2016 applications acquired through an upfront purchase are required to be in the “Mainstream” support period (the first five years of the decade-long commitment) to obtain cloud connectivity. Office 365 subscriptions won’t experience this problem.

In order to achieve measurable results and enjoy business growth, it’s imperative that your business is working with the right Office solution. Give us a call and let our team of experts assess your needs and determine the better option.

Workplace Analytics is a program that helps managers determine staff productivity levels using data gathered from their email, calendar, documents, and other applications within Office 365. Previously, Microsoft’s MyAnalytics allowed only employees to view their individual data, but with this updated version, managers now have access to this data, too.

How it works

Now available as an add-on to Office 365 enterprise plans, Workplace Analytics extracts behavioral insights from data gathered from Office 365 email, calendar, documents, and Skype. This means that any data an employee types into their email and calendar — whether it’s on the subject line or the main content itself — can be used to indicate their productivity status.

The program has an overview dashboard that provides specific information:

• Week in the Life provides an overall view of how the entire organization spends time and how members collaborate
• Meetings shows the amount of time spent in meetings
• Management and Coaching gauges staff-manager one-on-one meetings
• Network and Collaboration takes a look at how employees connect to colleagues

What does it aim to do?

Workplace Analytics aims to address what, according to Microsoft, are businesses’ most common challenges: complexity, productivity, and engagement.

Using Analytics data, managers and human resources departments can form productivity strategies for the entire company. If, based on Workplace Analytics data, a majority of your employees are spending 60% of their time attending meetings and not enough time doing creative work, they can come up with a strategy that reduces meeting time and focuses more on productive tasks.

It also identifies how employees collaborate with internal and external parties. Suppose one of your sales staff frequently communicates with certain contacts. By using Workplace Analytics data, the employee’s manager would be able to determine whether this particular collaboration pattern is helping the employee hit sales targets or whether he or she is missing out on other more critical contacts. Also, based on this info, managers would be able to determine which employees are most likely to meet or exceed their targets and set company-wide standards accordingly.

Data gathered by Workplace Analytics also allows managers to determine an employee’s level of engagement (i.e., whether the organization’s collaboration patterns are good for the company) and whether workloads are fairly distributed among workers and/or departments.

Is it useful for small businesses?

Large corporations have been using Workplace Analytics, but small businesses can also benefit from it. For one, the data used to provide the insights are all based on data generated by employees themselves — how much time they spend on meetings, whom they frequently communicate with, and how much time they spend on productive tasks.

Aside from letting managers examine their staff’s working behavior, Workplace Analytics also provides an overall look into what happens at an organizational level. If you want your organization to harness the capabilities of Workplace Analytics and other Office 365 tools, give us a call today.

If you wished Microsoft would streamline its Office 365 ProPlus update schedule, your prayers have been answered. The cloud solution, which includes the Enterprise E3 and E5 plans, will be updated twice a year, rather than three times a year. Here’s everything you need to know about the new ProPlus update schedule.

Why the new schedule?

Feedback has almost always been Microsoft’s impetus to make changes of any kind, and this is no exception. The software giant wanted to simplify the update process and improve coordination between Office 365 and Windows, and the new schedule should handle both of those aims.

This is particularly helpful for those using Secure Productive Enterprise (SPE). SPE was bundled with Windows 10 and Office 365 ProPlus, meaning subscribers had to deal with two separate upgrades prior to the new schedule. Moving forward, things will be simplified as a single update twice a year will suffice.

What else changed?

Microsoft is extending support for ProPlus from 12 months per update to 18 months. This means you can technically update once or twice a year, which we’ll discuss in more detail below.

They’ve also changed the following terminology used in their updates:

• Current Channel → Monthly Channel
• First Release for Deferred Channel → Semi-annual Channel (Pilot)
• Deferred Channel → Semi-annual Channel (Broad)

The Semi-annual Channel (Pilot) and Semi-annual Channel (Broad) describe the twice-a-year feature updates and how they will be deployed: the former to be used as deployment testing and the latter for actual deployment to an organization’s users.

When will the first ProPlus upgrade be released under the new schedule?

The first Pilot channel will be available on September 12, 2017, the same day as that month’s Patch Tuesday. The first Broad channel will be available four months later on January 9, 2018, also on a Patch Tuesday.

The second release will bring a new Pilot on March 13, 2018 and a new Broad on July 10, 2018.

Can you skip a ProPlus features upgrade?

While you can in fact choose only to upgrade once a year, you will eventually have to conduct a second upgrade to get the most up-to-date support. Microsoft is giving you two months of overlap in the next update to do this.

So, say your firm deploys the Broad channel in January 2018, but skips the July 2018 upgrade, you would have to upgrade within the two-month span between January 2019 and March 2019 to be eligible for the latest support.

What happened to the ProPlus upgrade for June 2017?

Microsoft released new Deferred Channel and First Release for Deferred Channel upgrades on June 13, 2017. You will have three months to conduct enterprise pilots and validate applications with this upgrade before the final Deferred Channel release on September 12, 2017. The last Deferred Channel will be supported until July 10, 2018.

Changes to the support life cycle of Office 365 ProPlus will ultimately save you time and reduce the hassles of conducting upgrades. That said, it might take some time getting used to the new schedule and nomenclature, so if you have any questions about Office 365 or the new schedule, just give us a call.

By now, you’re probably familiar with popular Office 365 productivity features like Skype for Business, and real-time collaboration in Word, Excel, and PowerPoint. You might even remember a few time-saving keyboard shortcuts that will make your Office 365 experience a lot smoother. But even after all that, there’s still much to learn about Office 365. Here are some more tricks that can boost your productivity.

Declutter your inbox
If you’re having trouble managing the overwhelming amount of emails in your inbox, then using Office 365’s “Clutter” feature can clear up some space. To enable this feature go to Settings > Options > Mail > Automatic processing > Clutter then select Separate items identified as Clutter. Once activated, you need to mark any unwanted messages as “clutter” to teach Office 365. After learning your email preferences, Office 365 will automatically move low-priority messages into your “Clutter” folder, helping you focus on more important emails.

Ignore group emails
Are you copied on a long email thread you don’t want to be part of? If so, simply go to the message and find the Ignore setting. Doing this will automatically move future reply-alls to the trash so they never bother you again. Of course, if you ever changed your mind, you could un-ignore the message: Just find the email in your trash folder and click Stop ignoring.

Unsend emails
In case you sent a message to the wrong recipient or attached the wrong file, Office 365 has a message recall function. To use this, open your sent message, click Actions, and select Recall this message. From here, you can either “Delete unread copies of this message” or “Delete unread copies and replace with a new message.” Bear in mind that this applies only to unread messages and for Outlook users within the same company domain.

Work offline
Whenever you’re working outside the office or in an area with unstable internet, it’s a good idea to enable Offline Access. Found under the Settings menu, this feature allows you to continue working on documents offline and syncs any changes made when you have an internet connection. Offline access is also available in your SharePoint Online document libraries.

Use Outlook plugins
Aside from sending and receiving emails, Outlook also has some awesome third-party plugins. Some of our favorite integrations include PayPal, which allows you to send money securely via email; and Uber, which lets you set up an Uber ride reminder for any calendar event. Find more of productivity-boosting plugins in the Office Store.

Tell Office applications what to do
If you’re not a fan of sifting through menus and options, you can always take advantage of the Tell Me function in your Office 2016 apps. When you press Alt + Q, you bring up a search bar that allows you to look for the functions you need. Suppose you need to put a wall of text into columns on Word but can’t find where it is specifically. Just type ‘column’ and Microsoft will help you with the rest.

These tricks and features themselves will definitely increase productivity. And fortunately, there’s, there’s more coming. Microsoft continues to expand Office 365’s capabilities, and if you truly want to make the most out of the software, don’t be afraid to explore its newly released features.

For more Office 365 tips and updates, get in touch with us today.

For businesses, the security of sensitive data is critical. If this information is lost or stolen, it could lead to crippling financial losses, legal disputes, and more importantly, loss of customer trust. And while those of you with Microsoft Office 365 installed have some security and compliance tools, there are still some data protection best practices you need to consider. Here are seven of them:

Take advantage of policy alerts
Establishing policy notifications in Office 365’s Compliance Center can help you meet your company’s data security obligations. For instance, policy tips can warn employees about sending confidential information anytime they’re about to send messages to contacts who aren’t listed in the company network. These preemptive warnings can prevent data leaks and also educate users on safer data sharing practices.

Secure mobile devices
With the growing trend of using personal smartphones and tablets to access work email, calendar, contacts, and documents, securing mobile devices is now a critical part of protecting your organization’s data. Installing mobile device management features for Office 365 enables you to manage security policies and access rules, and remotely wipe sensitive data from mobile devices if they’re lost or stolen.

Use multi-factor authentication
Because of the growing sophistication of today’s cyberattacks, a single password shouldn’t be the only safeguard for Office 365 accounts. To reduce account hijacking instances, you must enable Office 365 multi-factor authentication. This feature makes it more difficult for hackers to access your account since they not only have to guess user passwords but also provide a second authentication factor like a temporary SMS code.

Apply session timeouts
Many employees usually forget to log out of their Office 365 accounts and keep their computers or mobile devices unlocked. This could give unauthorized users unfettered access to company accounts, allowing them to compromise sensitive data. But by applying session timeouts to Office 365, email accounts, and internal networks, the system will automatically log users out after 10 minutes, preventing hackers from simply opening company workstations and accessing private information.

Avoid public calendar sharing
Office 365 calendar sharing features allows employees to share and sync their schedules with their colleagues. However, publicly sharing this schedule is a bad idea. Enabling public calendar sharing helps attackers understand how your company works, determine who’s away, and identify your most vulnerable users. For instance, if security administrators are publicly listed as “Away on vacation,” an attacker may see this as an opportunity to unleash a slew of malware attacks to corrupt your data before your business can respond.

Employ role-based access controls
Another Office 365 feature that will limit the flow of sensitive data across your company is access management. This lets you determine which user (or users) have access to specific files in your company. For example, front-of-house staff won’t be able to read or edit executive-level documents, minimizing data leaks.

Encrypt emails
Encrypting classified information is your last line of defense to secure your data. Should hackers intercept your emails, encryption tools will make files unreadable to unauthorized recipients. This is a must-have for Office 365, where files and emails are shared on a regular basis.

While Office 365 offers users the ability to share data and collaborate flexibly, you must be aware of the potential data security risks at all times. When you work with us, we will make sure your business keeps up with ever-changing data security and compliance obligations. And if you need help securing your Office 365, we can help with that too! Simply contact us today.

Microsoft has commercially released new products and upgrades that will secure company information. The threat intelligence and data governance features are designed for businesses that adhere to strict regulatory guidelines and need an extra layer of protection against cyberattacks. Here’s a detailed look at what these additions can do for your business.

Threat Intelligence
Threat Intelligence for Office 365 gathers data from Microsoft security databases, Office clients, email, and other recorded security incidents to detect various cyberattacks. This feature gives users in-depth knowledge about prevalent malware strains and real-time breach information to analyze the severity of certain attacks.

What’s more, Threat Intelligence comes with customizable threat alert notifications and easy-to-use remediation options for dealing with suspicious content.

Advanced Threat Protection (ATP) upgrades
In addition to Threat Intelligence, Office 365’s ATP service now has a revamped reporting dashboard that displays security insights across a company. This includes a security summary of what types of malware and spam were sent to your organization, and which ones were blocked. According to Microsoft, these reports will help you assess the effectiveness of your current security infrastructure.

ATP also has a new capability called “Safe Links” which defends against potentially malicious links in emails and embedded in Excel, Word, and PowerPoint files. If suspicious links are discovered, the user will be redirected to a warning page to avoid an infection.

Advanced Data Governance
The newly released Advanced Data Governance feature is also a much needed enhancement for highly-regulated companies. It classifies files based on user interaction, age, and type, and recommends general data retention and deletion policy recommendations. If, for example, your business has retained credit card data for longer than necessary, Advanced Data Governance will alert you of the possible data governance risks.

Data loss prevention enhancements
Last but not least, the Office 365 Security & Compliance Center is also receiving data loss prevention upgrades. With it, you can easily access and customize app permissions and control device and content security policies. So if someone in your company attempts to leak sensitive customer information, Office 365 will notify your administrators immediately.

Although all these features are available only for Office 365 Enterprise E5 subscribers, security- and compliance-conscious companies definitely need these upgrades. Get the right Office 365 subscription by contacting us today.

Software developers and hackers are in a constant game of cat and mouse. When cybercriminals find new security bugs to exploit, tech companies have to quickly release a solution that secures those vulnerabilities. Just this month, Microsoft released a patch to eliminate a Word exploit designed to steal user information. If you’re an avid Microsoft Word user, here’s what you need to know about the bug.

The attack
On April 10, cybersecurity firm Proofpoint discovered scammers running email campaigns to trick people into clicking malware-ridden Word attachments. The fraudulent emails, simply titled “Scan Data,” included attached documents that were named “Scan,” followed by randomized digits.

Although the emails seem harmless, clicking on the documents triggers a download for Dridex malware, a Trojan virus designed to give hackers direct access to your banking information. From there, they can simply log in to your online account and make unauthorized transactions under your name.

In 2015, the distribution of Dridex allowed cybercriminals to steal approximately $25 million from European accounts. And if your business fell victim to this malware, there’s a possibility your company might not be able to recover from the loss.

The solution
Fortunately, two days after the discovery of the bug, Microsoft released a security update to disable the dangerous documents, urging users to install the patch as soon as possible. But even though Dridex was inoculated relatively quickly, employees continue to be the biggest problem.

Like most malware attacks, Dridex was distributed via phishing campaigns that preyed on a victim’s trust and curiosity. Hackers added barely any text to the email, yet people were still fooled into clicking on dangerous links.

To make sure Dridex never reaches your company, you must provide comprehensive security awareness training. In your sessions, encourage employees to practice safe computing habits, which include being cautious of online links, setting strong passwords, and avoiding downloads from untrusted and unknown sources.

Much like updating your software, keeping your staff’s security knowledge up to date on the latest threats is also imperative. Ultimately, your goal is to have employees with a security-focused mindset when browsing the web.

Of course, if security training and cybersecurity solutions are not your company’s specialties, you can always rely on a trusted managed services provider like us to protect your business. We can update and secure your systems regularly, and make sure your staff are actively doing their part to reduce security risks. Contact us today!

In case you didn’t know, Microsoft provides Office 365 users with a free document-sharing platform called docs.com. It’s a great new tool for publishing files intended for public viewing. The downside is, sensitive documents are published without the file owners’ permission. These include hundreds of users who might be unaware that their private files can be viewed by the public.

What’s the damage?

Usernames and passwords for various devices and applications; personal information such as home and email addresses, bank account details, social security numbers, and phone numbers; and medical info comprising patient treatment data and health insurance numbers — all these were some of the supposedly leaked documents, which were clearly meant to be private. A security researcher discovered that these sensitive files were accessible using docs.com’s search function.

After being alerted to the ‘leak,’ Microsoft responded by removing the search bar. However, most of the documents were already indexed by search engines, Google and Bing, which is how these docs remained available to the public despite disabling the search function.

Recent updates

To alleviate the damage, Microsoft launched an update that limited what users can do to uploaded files, such as restricting files to a read-only status. Although buttons to ‘like,’ download, add to collections, and share in social media are enabled, only users who enter an email address, phone number, or sign in using their Office or Microsoft account can perform any of these functions. Since anyone can easily create a Microsoft account, docs.com users may not feel at ease.

Microsoft’s final word

Docs.com is easy-to-use and is valuable to those eager to publish their documents. The site’s user-friendliness also makes it a popular choice for Office 365 users who wish to ‘spread their work to the world.’ Office 365 users can easily upload from their own computer, OneDrive, or Sway account, and share away. Being a free service also adds a lot of incentive for users to upload their Word, Excel, or any other file onto the site.

In an effort to solve glaring privacy issues, Microsoft has issued some key updates, such as a warning message reminding users that the document to be uploaded will be publicly available on the web. While it may seem like Microsoft committed a blunder, a stricter privacy setting and a few stronger, more visible warnings to users can help make docs.com a useful productivity tool rather than a hacker’s hunting ground.

Discerning Office 365 users can make the most out of docs.com, but they should use the service with caution. If you’ve uploaded documents with sensitive information on docs.com, now is the best time to remove them from the site, or review your privacy settings here and in other document-sharing services.

If you’re not sure how to proceed, or want to learn more about this and other Microsoft products and services, call us now for advice.