Living a SharePoint life

Tuesday, December 19, 2023

Use Excel to talk with customers

Microsoft Excel is one of the core apps in the Microsoft 365 suite and is quite familiar to many small and medium business users. Excel can do much more than create and edit spreadsheets. Customers who explore Excel's features a bit more find that they can apply it to many tasks. He's found that Microsoft Teams is key for working across three locations and Microsoft OneNote helps his team make sure that punch lists are continuously managed and up-to date, but most of all, he looks to Excel to run across his business and directly communicate about complex projects with his customers. Davidson stands out because he not only uses Excel for its core spreadsheet features, he also uses it as a communication channel with his customers. He especially values how Excel allows his work to be transparent to his customers. Since many of his customers are already familiar with Excel, using it allows Davidson and his customers to discuss the work together and quickly clarify any concerns or adjust schedules. -------------------- Read more at Source: Microsoft Tech Community Microsoft 365 Business Blog

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