PTG specializes in the delivery of IT services with a focus on business continuity, virtualization, and storage solutions to support your line-of-business and communication applications. Our implementation services are centered around IT and business best practices, gleaned from years of working in the industry and from well-established vendor partnerships.

Working with OneDrive for Business for iOS

OneDrive for Business is a part of the Office 365 Suite or can be used as a standalone product.  OneDrive is a great way to share documents and files without having to pass a bunch of email around internally or externally.  With OneDrive for Business you can easily share documents with other folks from inside your organization or outside your organization.

Here’s how the process works on iOS (iPhone).  This post assumes that you already have your file in OneDrive.

Open OneDrive and look for the file you want to share.  Once you have found it – tap on it.  In this example, I am sharing a ZIP file.  Once the file is opened you will see a person icon with a plus on it in the lower left hand corner.  Tap that to share the file. (The buttons across the bottom are Share, Make Available Offline, and the ellipse allows you to rename, delete, or open the file in another app.  By the way, if you are working with an Office document, you will also have the option to edit the file from this menu.)

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Now tap the + button to actually share the document.

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The next screen allows you to put in the email address of the person with whom you would like to share the document.  You can also press the + button in the Share With: box to search contacts from your phone.  Slide the ‘Let Recipient Edit’ bar over if you want to allow the user to just view the document versus editing it.

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Then press “Add” in the upper right hand corner and your document will be shared!  Happy sharing!

Why do my deleted messages have a ‘strikethrough’ in IMAP on Outlook?

Submitted by: Amar Raina, an Outsourced IT Support Specialist with Palmetto Technology Group

One of the quirks of IMAP is that messages are neither deleted immediately when you press Del nor moved to a Trash folder.  Instead they are "marked for deletion" until you update the folder (usually by navigating to another folder).  IMAP is not a true Active Sync so it leaves the message in the users respective folder until they navigate away from it.

How to fix this issue:

To hide messages already marked for deletion in Outlook:

- Outlook 2010/2013

  • Select  VIEW à CURRENT VIEW (drop down) 
  • **** If you have IMAP set up you will see HIDE MESSAGES MARKED FOR DELETION
  • Would show up here if I had IMAP set up

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- Outlook 2003

  • Select VIEW –> ARRANGE BY –> CURRENT VIEW –> HIDE MESSAGES MARKED FOR DELETION

Configuring the CRM Email Router for CRM Online and Office 365

Submitted by: Matt Banning (PTG Project Engineer), Outsourced IT Support and Office 365 Specialist

Microsoft Dynamics CRM 2013 Email Router Setup

If you’re interested in using the On Premise Microsoft Dynamics CRM 2013 Email Router this is the blog for you, because there isn’t currently much documentation on how to install or configure it.

So what is the Email Router you ask? Because CRM is not an email system- it cannot send emails directly. Instead CRM has to rely on a mail service to send the mail for it. The Email Router is the connection between the two. The router catches the outgoing requests sent from CRM and then uses your mail service (Exchange or POP) to send email. Alternatively CRM deployments can utilize the CRM Outlook add-in, but emails aren’t sent unless Outlook is actively running. Email queues are not supported with the Outlook CRM add-in, so if you want to use queues you’ll have to setup an email router.

Office 365’s Exchange Service is what we’ll be using to configure the instance we’re working on in this tutorial.

Here’s a simple version of the requirements:

1. A machine that’s always running (it doesn’t have to be on a server) to ensure that your mail is delivered as soon as you click send.

2. A mail account with ‘Send As’ rights for each CRM user

3. A fully licensed CRM account

After you determine where you’re going to host the Email Router you can start by downloading the appropriate version here: http://www.microsoft.com/en-us/download/details.aspx?id=40342. (Helpful Hint- if you don’t see the download button- add *.microsoft.com to your trusted sites in Internet Explorer). If you’re on a Windows 8 or better PC, you’ll need to install Service Pack 1 which is available here: http://www.microsoft.com/en-us/download/confirmation.aspx?id=43109.

Step One: Install

Launch the installer and you’ll immediately get asked if you want to automatically retrieve updates (choose yes).

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Continue through the prompts and accept the EULA. After a few screens you should be prompted to download anything that you don’t currently have installed on your machine.

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Next, select the components you want to install (we will not be covering the Rule Deployment Wizard in this post).

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You can choose the default install location.

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After choosing the location, the wizard will do a few system checks.

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On the next screen, click the ‘Install’ button

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After all of that comes the fun part- actually configuring the Email Router.

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Step Two: Configuration

First things first

Now that we’ve installed the Email Router- we need to configure it. We need to setup a configuration profile, a deployment, and configure the mailboxes to use the router.

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Configuration Profile

The configuration profile is the account that used by the Email Router to confirm that CRM is allowed to send emails. The account has to be a fully licensed CRM user AND it has to have a mailbox associated with it.

Emails will appear to come from the CRM user that actually sent the message, not the account we’re configuring. This account will need to have Send As rights for any CRM user that wants to send messages.

1. Start by clicking the ‘New’ button on the ‘Configuration Profiles’ tab.

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2. On the window that opens, go ahead and name the profile something that makes sense to you. This name doesn’t matter and will only be seen on the Deployments tab in the next phase of the configuration.

3. In the ‘Direction’ dropdown- choose ‘Outgoing’. An incoming profile is only needed if your organization is using queues.

4. In the ‘Email Server Type’ we’ll choose the ‘ExchangeOnline’ option- as we’re using Office 365 mailboxes that are hosted in the cloud.

5. Check the ‘Autodiscover’ checkbox. This option will forego the need for you to manually find the URL of your Web service.

6. Set the ‘Access Credentials’ to ‘Administrator’, otherwise each user will need an individual profile. Enter the full email address and password of the account we designated earlier.

7. Finally, set the ‘Access Type’ to ‘Send as permission’.

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Deployment

Next we’ll choose which CRM instance is allowed to send mail. Unless you are a large organization, you probably only have one instance. To fill out the deployment tab you’ll need to know the instance name.

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Find your Instance Name

1. As a CRM administrator browse to the Settings > Customizations section and choose ‘Developer Resources’
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2. At the top of the page copy the ‘Organization Unique Name’ exactly as it appears – it is case sensitive.

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Setting up the Deployments tab

1. Start by clicking the ‘New’ button on the Deployments tab. When the new window opens, choose the option for Microsoft Dynamics CRM Online.clip_image027

2. In the field titled ‘Microsoft Dynamics CRM Server’ delete the text that is prepopulated. In its place, insert “https://disco.crm.dynamics.com/” followed by the case sensitive organization name you found in the ‘Find your Instance Name’ section from earlier in this tutorial.

3. For ‘Access Credentials’ insert the CRM admin account that we used in the ‘Configuration Profile’ step.

4. For ‘Outgoing configuration profile’ select the drop down and choose the outgoing profile we setup earlier. Since we didn’t setup an incoming profile, we don’t need to designate one.

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Testing the Configuration

Now that we’ve setup the tool and the accounts we can progress into testing the configuration. On the ‘Users, Queues, and Forward Mailboxes’ tab click ‘Load Data’.

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If you’ve configured all the settings properly you should see a list of users loaded.

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Select a user and then click ‘Test Access’. On the next screen you should see the ‘Outgoing Status’ test succeed.

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Close the ‘Test Access’ window and return to the ‘Users, Queues, and Forward Mailboxes’ tab. Click ‘Publish’ at the bottom of the screen to ensure that your settings are saved.

Step Three: Telling CRM to use the Email Router

Now that we’ve got everything setup we need to tell CRM online to use the Mail Router. To do this, open a browser and navigate to the ‘Administration’ section of the settings.

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In the ‘System Settings’ browse to the ‘Email’ tab. In the first field, ‘Process Email Using’, click the dropdown and choose the ‘Microsoft Dynamics CRM 2013 Email Router’ option.

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Optionally, a little lower on the page, you can also set the default options for newly created users.

Configuring the Users

Working from your browser, navigate back to the ‘Administration’ section of the settings. In the ‘Users’ section you’ll need to change each user’s profile to use the Email Router. To do this, at the bottom of the page, expand the ‘Administration’ area and click on the user’s mailbox.

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On the following screen, set the ‘Outgoing Email’ to use the ‘Server-Side Synchronization or Email Router’. Optionally- you could select ‘None’ to not allow a user to send or receive email through CRM, or select the option for ‘Microsoft Dynamics CRM for Outlook’ to use the Outlook add-in.

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Finally- try sending an email from CRM and see if you get the message.

OneNote Modern (Metro) App Sign In Issues

Recently we had an issue with OneNote not allowing organizational accounts to be added in the Modern (metro) app – but organizational accounts could be added to the OneNote Desktop app.  This particular client also had Active Directory Federation Services (ADFS) in their environment. 

The problem presented itself in that when the user input their credentials the credentials would not be accepted – it would just keep querying the user for the credentials. 

Here’s the fix:

In your browser, Tools > Internet Options > Select Security Tab
Choose Local Intranet
Click Sites Button
Click Advanced
Add the URL for your ADFS proxy server (https://adfs.yourdomain.com)
Ok from all windows
Problem solved!

Confused By All The New “Gadgets”…

Submitted by Graham Cobb, Projects Manager at Palmetto Technology Group, an Outsourced IT Support and Office 365 Specialist based in Greenville, SC.

Are you confused by all the new gadgets that say they can make your Cloud experience the greatest? I believe I have found the one device that is not only top notch for your business needs but also favors well for personal use. I am talking about the Lenovo X230t, I use this machine daily and am impressed every time I tackle a task or a project. This thing is a work horse that will stand the test of time. I have an i7 with 16 GB ram and a solid state drive which blows most machines out of the water. If your company is looking for the next upgrade our sales team can get a demo out to your location. Speaking of the cloud and Windows 8 (http://www.palmettotg.com/windows8/overview), having a touch screen is becoming a must, you are in luck the x230t comes touch screen ready with a stylus. I am finding more and more that during meetings I will hand write notes using OneNote and sync it to SharePoint for use later. I love having the confidence that when I go into a meeting my machine can keep up while working on multiple items all while having a long battery life that charges very quickly. Trust me, next time your machine is running slow or when you are ready to see what life would be like having a machine that can meet your demands take a look at the x230t, go with the extra ram and a solid state drive and you will never look back.

(Unlicensed Product)…(Protected View)

Submitted by Gary Byrne, System Engineer at Palmetto Technology Group, an Outsourced IT Support and Office 365 Specialist based in Greenville, SC.

How to fix “Unlicensed Product” error for Office products?

Recently, I’ve had several calls with Microsoft Office 2013 users who suddenly get an “Unlicensed Product” red banner across the top of their Office product even though their Office license is valid.  When you click on File – Account, the Product Information shows that it is properly activated.  Of course, this can be very frustrating, but luckily, the solution can be quite easy.

Give this a try for a quick fix.

  • Make sure all your MSOffice applications are closed, including logging off of and exiting Lync.
  • Find your Word or Excel application and right-click on it and choose to open it as Administrator.
  • Click on File – Account and under User Info choose to Sign out, then sign back in (make sure you make note of which email account you are using with your product before you sign out).
  • Close your Office application and then reopen it…your Application should now be fixed.

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If for some reason this does not work, you may have to check and see if you have any other accounts connected to the Products.  Choose to run Word or Excel as Administrator again, then go to File – Account, and under Connected Services, remove any associated accounts except the one you are using to log into your Office Product.

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As a last resort, you may have to run a script file to re-register your license.  Once again, make sure all your Office programs are closed.  Next, open a Command Prompt window as Administrator by clicking on Start and in the search field type in cmd and right-click the Command Prompt to Run as Administrator.  In the Command Prompt window, navigate to %Program Files%\Microsoft Office\Office15 (if you have a 32-bit Operating System, replace %Program Files% with %Program  Files(x86)%), then type in cscript ospp.vbs /act and hit Enter.  The output should read Product Activation Successful.

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If I had my guess though, you won’t need to go farther than opening your Office product as an Administrator, logging off and back in, then restarting the Product.  I hope this gives some quick relief to a frustrating issue.

SharePoint Misconceptions

Submitted by: Graham Cobb , Project Manager at PTG, a Microsoft Tier 3 Cloud Champion, Cloud Accelerate partner and Cloud deployment partner providing technology solutions including Office 365, Dynamics CRM, Private Cloud, and IT Infrastructure to businesses and enterprises nationally.

One of the biggest misconceptions of SharePoint is that you have to log into the website to access your data. I manage several migrations each month and it is a necessity I have quick access to signed scopes and customer information. The easiest way to get to that information is to download SkyDrive Pro to your desktop and click “Sync” on the SharePoint site you wish to have access to from your desktop.

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Once this is setup it is as simple as opening a folder on your desktop. You can view all the files in one location.

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The icon on the file will let you know the status of the file. It will also alert you if the file hasn’t synced or available. This makes opening up your files very easy without having to save them locally to your machine. Setting up this process can be done usually within one afternoon (selecting the files you want to have quick access to and the time for them to sync to your file explorer). Schedule a demo with our Sales team @ http://www.palmettotg.com/contact

Why a ‘Social’ Strategy inside your Business Matters (Part 3)

In our first two posts on this topic we outlined why a social strategy is important and how to get started.  In this post we are going to cover ways to help drive engagement.  (A social media outlet with no engagement is pretty boring.  Have you checked out MySpace recently?)

By now you should have already worked with your Core Team to set up the key groups inside your business.  If you haven’t done that yet – go back to Part 2:)

After you’ve set up your groups the next step is get people to start sharing into the group.  Old habits die hard – so you have to really work to get people to stop emailing so much information and start posting it to Yammer.

1) Designate a ‘lead’ for each group.  That lead is responsible for taking any emails that may be relevant to the group and redirecting the conversation to Yammer.  For example, if John sends an email to the Marketing Team that says:  “I just received the last proof from the designers (attached to this email), please respond with your thoughts.” – your lead would respond (preferably quickly) and say: “I have moved this conversation to the Marketing Yammer Group, please post your comments to that thread.”.

2) Get your leadership team on board.  Studies show people have to hear something 7 times before it starts to stick.  Remind your leadership team (often) that conversations should be started on Yammer, not on email.

3) One of my favorite engagement techniques is to post something to Yammer that involves a treat for those who are actually paying attention.  One Thursday I posted that I would take anyone to lunch that responded that they were interested in tagging along via Yammer.  We had a great (long) lunch and the folks who weren’t engaged on Yammer missed out on a great time and a good meal.

4) Use mentions to draw people into conversations. Similar to ‘tagging’ friends on Facebook – you can @mention individuals in Yammer posts.  This is a great way to let people know that they are needed to engage in a conversation. In the example below, Julian has @mentioned Molly Clark to alert her to the conversation.

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5) Use hashtags to make content easily searchable.  In the example below, Jamie has used the open enrollment tag so that the post is easily found via searching.

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Why a ‘Social’ Strategy inside your Business Matters (part 2)

Submitted by: Reed Wilson , President and Founder of PTG, a Microsoft Tier 3 Cloud Champion, Cloud Accelerate partner and Cloud deployment partner providing technology solutions including Office 365, Dynamics CRM, Private Cloud, and IT Infrastructure to businesses and enterprises nationally.

I hate email.  I get too much of it .  More than 50% of it is stuff that may be important – but not urgent.  40% is stuff that is not important or urgent.  Maybe 10% is stuff that I really need to read and requires my action.  If you have email overload – implementing an enterprise social strategy via Yammer may be a good fit for you.

Ask yourself these questions:

1) How many times a day do I get an email that says: “There is cake in the conference room!”?  Or, “Today is the last day for open enrollment for benefits, if you haven’t signed up, do it today!”?

2) How many times a day to I find myself searching my Deleted Items folder (because that’s where you file stuff) for a ‘How to’ document, an update about a client that was sent to the whole company, a marketing piece, or whatever?

3) How many times is important company wide information sent to the entire company via email?  Only to find that a key staff member was on vacation and missed that communication?  Or a new hire started 3 weeks later and, as a result, never got the email?

Enter Yammer.  If nothing else, Yammer is a great way to reduce the amount of email that is passed back and forth inside your organization.  It’s searchable.  It’s as relevant as you want it to be and you can be as engaged (or unengaged!) as you choose to be – similar to Facebook or LinkedIn.

Yammer is built around the Group concept that you may already be familiar with from social sites like LinkedIn.  Inside our business we have the following groups:

1) All Company (everyone is in this group)

2) Sales and Marketing (by default, this is just for sales and marketing members but anyone can join)

3) Services (by default, this is just for services members but anyone can join)

4) Leadership Team (only members of the Leadership Team can be a part of this group)

What groups are relevant for your business?  Human Resources?  Clinical Research?  Tax Experts?  Development?  Training?  These are all groups we have seen (and helped) customers implement.

At PTG we started with a Core Team that represented the key functional areas of our business.  The Core Team helped shape the right Yammer groups for us.  This is a key step in the process – you have to involve your staff.  Social is, by the very definition, all about engagement.  If you are tempted as the administrator, CEO, VP of Sales, etc., to start creating groups to drive engagement – you are missing the point of social in the enterprise.

In our next post we will talk about ways to drive engagement across the enterprise.

Why a ‘Social’ Strategy inside your Business Matters

Submitted by: Reed Wilson , President and Founder of PTG, a Microsoft Tier 3 Cloud Champion, Cloud Accelerate partner and Cloud deployment partner providing technology solutions including Office 365, Dynamics CRM, Private Cloud, and IT Infrastructure to businesses and enterprises nationally.

Facts:

-Social Media is here to stay (even though, admittedly, I am not a fan)

-People love to tell/show other people what they know, what they are doing, and what they have

-Most people are willing to share just about anything with anyone who will listen

Given that these facts are here to stay – how can you harness them inside your business?  Several years back Microsoft purchased a start up called Yammer.  When people ask me what Yammer is – my answer is pretty simple: “It’s Facebook for your business”.  No, it’s not your external ‘brand’ Facebook site, it is literally your own little social media outlet that can be used to harness the three facts that I mentioned above to help you drive engagement, knowledge, and morale with your staff, key vendors, and key partners.

If you are an Office 365 subscriber – you have access to this service today for free.  Over the next few weeks we will be posting our internal social media strategy to this blog.  I hope you will take a few minutes to read how Yammer has changed our business for the positive and consider whether it’s right for your business.

Here’s the best part of all – Yammer is not a complicated solution like Exchange, CRM, SharePoint or ERP.  It’s elegantly simple and just requires a simple (yet controlled!) implementation and use framework to get the most out of it.

Stay tuned for more information on how we use Yammer internally and reach out to us if you’d like to have a deeper dive discussion on how you can use this free solution in your business.