Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the How-To’s Category


How to Reference a Web Page in a SharePoint Web Part

If you are not quite up to coding SharePoint web parts to generate their own tables and charts, you might consider creating the table or chart in Excel, saving the Excel file on SharePoint and then referencing a published web page from the Excel file in your web part instead.  …


How to Create a Web Page from a Microsoft Excel 2007 Worksheet

If like me you are not an html wizard, you might find this little trick for creating web pages from Microsoft Office Excel useful.  Here is how:

First create your Microsoft Excel spreadsheet or chart and save it as a regular Excel worksheet.  Next from the MS Excel Office Button, select …


How to Synchronize SharePoint Contacts with Outlook

You can create a contacts folder in Outlook that mirrors any contacts folders on SharePoint and then keep the data synchronized between the two.  You will not be able to synchronize with your main Contacts folder, but this feature is nice for company lists that don’t all need to be …


How to Prevent an Outlook Folder from Archiving

Some folders contain emails that you may need to reference on a regular basis even after they see their six month birthday.  There is a setting for those folders which will prevent Outlook from archiving any items within them or you can set the archiving date range to go back …


How to Insert a Picture in a HuntressPro Contact Form

One of our users asked if we could include a picture field in the HuntressPro contact form similar to the one in the standard Outlook form.  While that control is currently unavailable to Outlook add-on developers, there is a work around you may find of interest.
Place your cursor in the …


Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm …


Creating a Quote Information Sheet Form with Calculated Fields in Word 2007

OK, so a week turned into two months, but better late than never – here is my post on creating a Quotation File Information Sheet.  What – doesn’t sound very glamorous to you?  How could having key proposal information neetly organized and readily available not interest you?  Ok, how about not having to re-invent the wheel …


How to Use SimplyFile to Create an Appointment from an Email

Its pretty straight forward – select the email that you want to create an appointment item for and then click the Schedule It button on the SimplyFile tool bar (see thumbnail below).

The appointment item will then open. Click on the Invite Attendees to transform it into a meeting request …


How to Create a New Outlook Item from an Email

Select the email from your Inbox and then drag it over the folder in your Outlook Navigation Pane that contains items of the type you would like to create. For example, if you want to create a task item, drag the email to your Tasks folder or the Tasks …


How to View Calendar from a Meeting Request

Select the meeting request item in your Outlook Inbox. The meeting request should now show up in your Outlook Reading Pane (if you don’t have your reading pane visible, go to View/Reading Pane and then select either Right or Bottom from the sub menu – thumbnail print below).

In the …

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