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8 Essential Skype for Business Hacks free e-book

I would never have guessed that I’d be announcing the release of my new e-book about Skype for Business. Don’t get me wrong, I’ve used it as my primary workplace communication platform and online meeting service for the last 5+ years (dating back before Lync was rebranded as Skype for Business). Still, I’m surprised and excited to share my e-book with you. You can get your free downloadable copy by clicking here.

The early days of Skype for Business were pretty painful. There were compatibility, connectivity, and general usability issues that I’d run into for even the simplest of meetings. I also quickly learned that I wasn’t the only person with these problems (and also that it wasn’t just limited to my company’s use of Skype for Business). Over time, though, something happened.

Skype for Business became a viable option that competes with the other online meeting and voice over IP options

In my line of work, I find myself having to use different screen share/online meeting services. GoToMeeting, WebEx, Join.me, and others (even one called Blue Jeans). For a long time, Skype for Business was simply not on par with the other options. On paper it could check the boxes–sure–but there were lots of little nuances that “you need to get used to.”

Behind the scenes, though, so many Skype for Business users would grumble about features not working how you expect, compatibility issues, and a lack of trust.

In 2015 and 2016 there were many improvements made to the platform, the desktop client, and the phone apps, which have resulted in positive improvements in stability and usability.

These improvement in the Skype for Business platform, in concert with it being included with most Office 365 subscriptions, more and more organizations are using it as their online meeting solution.

With great knowledge comes great responsibility

As a long-time user, I’ve seen and helped people with the most common issues they run into when they start with Skype for Business. Several co-workers of mine have asked me for the last year or so when my “Skype book” would come out. I can finally tell them that the wait is over!

In this e-book, I’m sharing a collection of these Skype for Business essential tips, which fall into four categories:

  • Joining meetings from the desktop app – for internal team members
  • Joining meetings from a web browser – for external parties who don’t use Skype
  • Leading meetings – for scheduling and starting meetings
  • Recording meetings – for capturing meeting audio & shared content

You can get your free downloadable copy by clicking here.

Do you use Skype for Business? Are there any tips or tricks that you’d be willing to share with others? If so, sound off in the comments below!

Identify Duplicate Column Names in Dynamics 365 Using Excel

Here’s a little how-to video that helps how to use Excel to solve the otherwise monotonous process of identifying duplicate column headers in Dynamics 365 / Dynamics CRM (or in any table on a web page). This addresses the underlying issue of the Failed to Generate Excel error message that shows up when clicking Export to Excel.

Background: Failed to Generate Excel

Microsoft Dynamics CRM (now Dynamics 365) has a great feature that lets you export to Excel very easily to use either Excel Online or Desktop edition to play with the data.. Unfortunately, it sometimes gives a nondescript error when exporting “Failed to Generate Excel”, which appears if two column titles (fields) in the export have the exact same name.

failed-to-generate-excel-error-duplicate-column-names

Seems a bit over-the-top for an issue with duplicate column names, doesn’t it?

This could be an issue if your organization has a custom field with the same name as an out-of-the-box field and both are included in the view.

The Problem:

Manually identifying duplicate column names is an annoying and often slow process unless the columns happen to be in alphabetical order (and they never are). It would be easy to sort in Excel though…

My Solution:

  • Take advantage of the fact that under the pretty interface, the grid is actually just a table
  • Click-and-drag the text to highlight the column headers in the web page.
  • Copy to clipboard, then paste into Excel.
  • Copy and “Paste Special”–making sure to “Transpose” (rotate) data from columns to rows in Excel
  • Sort this list alphabetically and review for duplicates, then remove duplicates from the CRM view

Note, this is something I use a lot for one-off applications–but there are better ways to do this for the same page on a frequent basis.