Before cloud computing existed, data used to reside in individual stores, on different computers, and sometimes within very different ecosystems. Users would have a record for a client in accounting, another in the order entry system, and another in a database of leads. Even emails were hosted on individual machines with only a local access point. To make matters even more complicated, none of these systems would automatically synchronize or intercommunicate; it was a virtual mess!
Thankfully many business systems today operate in the cloud allowing users to, for example, pull emails from a customer relationship management (CRM) system (like Copper) and with a single click, dial a contact via RingCentral which logs the interaction for productivity reporting and follow ups. Since data now has the ability to flow freely between software, it doesn't make sense for it to live in individual stores any longer. Think of software integration like bridges in a city, allowing traffic to flow freely from one place to another.
Our team at Interlock IT advocates a simplified workflow which eases integration between all of your business systems – phone, email, and software. For instance, allowing calls to be logged in your CRM both in and out of the office, and emails automatically synced to client records in your CRM and accounting software. Our skilled team can perform custom integrations with many other solutions that we may not necessarily resell. Our use of Google App Engine instead of hosted servers and the pervasiveness of modern Open API's with cloud software means integrations are low cost, secure, reliable, and near realtime. Gone are the error prone days of file exports to hard drives and batch import processes that frequently failed due to data structure changes. Modern API's flow through the software business logic layer to prevent issues like posting unbalanced accounting entries. Database or file level integration methods of the past often required duplication of this critical error checking logic and would fall behind as the core software business logic changed.
To illustrate an example of cloud integration, we use Hubdoc to automatically push our monthly phone bill to Xero which codes it to the correct expense account. It attaches the pdf image of the invoice and also saves a copy to our Google Drive where we can take advantage of the world's best search engine to instantly find it again. Enabling auto-pay with our provider allows us to simply let Xero's automatic downloading of bank transactions find the matching payment and mark it as paid. There is zero traditional human data entry required, which in return allows us to use that time towards more important tasks like following up with our customers.
Unfortunately many businesses still use obsolete (non-cloud) IT software that is inherently inefficient and expensive. Even custom integrations of legacy software is generally designed hastily to fill a need but isn't a permanent fix. This usually involves data that is only accessible from one computer and often by only one user at a time, not remotely and collaboratively. In the era of cloud computing, these sort of 'patch-ups' aren't necessary. Cloud computing has opened the doors for powerful software integrations that yield far superior results when it comes to productivity and efficiency. If there's a cloud application that your business needs to integrate, our team is ready to design and deploy it. Contact us today to find out more about how you can unify your workflow and improve your business IT system!
On February 28th, 2018 Google made G Suite Hangouts Chat available to everyone. We've been using it in house for many months as part of the Early Adopters program and found it to be an excellent team collaboration tool. Hangouts Chat is seen as a competitor to Slack which we've implemented for some of our customers. It can also be compared to services like Microsoft Teams, Workplace by Facebook, and HipChat.
Note that Hangouts Chat should not be confused with Google Hangouts which is what most Google Search results will compare Slack to. Google Hangouts has been available for many years and is an instant messaging and video conferencing solution but lacks the chat rooms in the style of Slack.
$0 for existing G Suite customers https://gsuite.google.com/pricing.html
free or $8 to $15 per month per user with discounts available for annual plans https://slack.com/pricing
Single Sign On (SSO)
Yes - nothing to configure
Yes with $15/month Enterprise plan and some setup
Google Drive Integration
Yes
Yes - but permissions not integrated so must ensure document is shared with correct people to match channel
Google Calendar Integration
Yes - Including @Meet bot to book meetings with channel members when they're available
Yes - but not as feature rich
Google Hangouts Integration
Yes - Direct messages in Hangouts Chat are sent to users on Google Hangouts
Partial - only for opening a Hangouts video conference/meeting from within a channel. No direct message integration to Hangouts
Gmail Inbox Integration on web browser
Yes - New chat message indicator appears top right corner which helps bring users into Hangouts Chat organically from the user interface they use constantly
No - Users must open Slack to be notified of new messages
Mobile Apps
Android, iOS
Android, iOS
eDiscovery /Compliance
Yes - fully integrated to Google Vault so admins can set retention policies, search, and retain data for legal matters https://gsuiteupdates.googleblog.com/2018/02/google-vault-support-for-hangouts-chat.html
Partial - On Enterprise plan admins can export all data from a channel. Additional cost add-on tools are available that work with the Discovery API https://get.slack.help/hc/en-us/articles/204897248-Guide-to-Slack-data-exports
Conversation Threading
Yes. Built to always thread conversations keeping messages in context
Partial - Does not thread by default but users can choose to thread messages. https://get.slack.help/hc/en-us/articles/115000769927-Message-threads
Security
Supports all G Suite security features and admin settings such as two-factor authentication, mobile device management for remote wipe, security keys, etc. No separate user directory to manage.
Supports two-factor authentication but must be managed separately unless on Enterprise plan and logins are restricted to G Suite SSO. Users must be added/deleted separately. Remote wipe not available without third party apps
Languages
28 supported
5 supported
3rd party integrations
Yes
Yes - certainly Slack's popularity and eco-system of add-ons has an advantage
At Interlock IT we have experience programming integrations to Slack such as auto creating or updating a Google Sheet from within a Slack channel.
Both products have their advantages and disadvantages. Switching a significant user base over to Hangouts Chat from Slack could be challenging. But if your team hasn't started with Slack, Google is offering an excellent ready to go solution for no additional cost.
Certainly feel free to reach out to us with questions, comments, or custom integration needs at Interlock IT.
Nowadays, having a reliable IT system in place is imperative for an efficient business workflow. As cloud experts, we've found early on that cloud computing is an integral part of having your IT system work for you, and not the other way around. Cloud email, cloud collaboration, cloud storage, and even cloud accounting are what make up a powerful, productive, and efficient IT system.
Although our founder has a deep passion for wielding cloud technology, by trade he is a Chartered Professional Accountant and a Certified Management Accountant. Both technology and accounting overlap in our world and we're often asked this question; what is the best cloud accounting solution for small and medium sized businesses?
The quickest answer; Xero.
As cloud strategists, we find accessibility is key when it comes to data and management. Xero, along with other cloud solutions, is built around the idea of accessibility. Cloud technologies enable everything to work faster and more efficiently. Even large banks and financial institutions are starting to use cloud storage for their data storage needs over their traditional data centers. With cloud accounting software like Xero, small businesses can do everything, including easy invoicing, inventory, multi-currency reconciling, source document attachment, purchase orders, cash-flow management, and much more. The ability to have these features fully accessible, from virtually anywhere, is a huge plus for small and medium sized businesses. Learn more about Xero features here: https://www.xero.com/ca/accounting-software/
Xero has been at the forefront of cloud accounting for a very long time. It's one of the easiest online accounting systems and offers great convenience for its users without compromising on key features that are normally found in legacy accounting software. It has become one of the fastest growing cloud accounting companies in the world, with a subscriber base of over 700,000, contributing a total life-time value of $1.5 billion. Their success is due to their loyal small business customers across 180 countries. Xero intelligently takes advantage of cloud technology which allows them to innovate faster than ever before and pushes them into new geographies.
There's no doubt that Xero is well on it's way to hitting the billion dollar annual revenue mark with it's rapid growth, making it a top choice for those looking for the perfect cloud accounting solution. Interlock IT is a Certified Xero Partner and a Certified Xero Development Partner. We'll make your transition to Xero painless and can even assist you with custom Xero reports and integrations. Give us a call and let us know what you're looking to do with Xero. We're more than happy to assist! We'll even provide a free Xero trial account; just fill out our contact us form and mention this post in the comments.
If you've adopted Google Apps for Work, we've created Blink Reports for Xero. Blink Reports is the only Google Sheets add-on that allows Xero customers to build financial reports, charts, and virtual dashboards connected to your live Xero data. Contact us today to discuss with us your cloud accounting needs!
The Cloud! It's the much needed, efficient, and cost-effective upgrade to your obsolete IT infrastructure. If you're a business that understands the importance of having a solid IT system, you'll definitely appreciate the wonders and advantages of cloud-computing. At Interlock IT we pride ourselves in promoting cloud solutions and even cater to our customers need's for custom integrated solutions. You can think of us as a marriage counselor for your cloud products that need more out of their relationship.
Having a professional accountant (CPA, CMA) as our founder, it's only natural for our team to delve into cloud-based accounting software. Xero, for example, is an accounting software that helps you see your cash flow in real-time, has online accounting, banking, and payroll features.
We think Xero is a superior solution to Quickbooks and Quickbooks Online. Xero's massive growth, adding over 242,000 subscribers over the last year, speaks for itself. As of March 2016 Xero has 717,000 subscribers worldwide. You can learn more about Xero on their website.
Cliniko is another web-based product used by thousands of healthcare practitioners in more than 55 countries worldwide. Cliniko helps manage your schedule, treatment notes, invoices, payments, and much more. It works great for solo practitioners, large teams, and anything in between. You can learn more about Cliniko on their website.
Cliniko and Xero; it's a good combination and Cliniko even offers it's own step-by-step integration guide to Xero. However, the integration falls short in a number of areas. We (Interlock IT) can make up for that! For example, the Cliniko provided integration to Xero Accounting can only map one Cliniko instance to one Xero Accounting organization. It also does not support Xero Tracking Categories for splitting revenue and costs by Cliniko location or business within a Xero organization. We support both situations. We’re flexible and happy to discuss sharing the software development costs of meeting other unique needs such as batching payments by day.
Be sure to contact us! Our team of experts is here to make sure you get the most out of your solutions because we understand it's so much easier when everything is connected!
InterlockIT - We're a pro-cloud company and proud of being part of a disruptive way to providing cheaper, more convenient, and simpler business solutions that work.
Many cloud prospects over-complicate the process of divorcing their on-premises system by wanting to implement a hybrid cloud architecture as a long-term solution. A hybrid cloud is a combination of private cloud combined with the use of public cloud services where one or several touch points exist between the environments. The purpose of this setup is to conjoin services from a variety of cloud models to create an automated and easy to manage IT infrastructure.
As a cloud strategy company, we can confidently say that hybrid systems are not a permanent solution. CTOs rush to adopt cloud technologies for a number of reasons such as lower costs, increased agility, mobility, and so on, but many fail to understand that embracing a hybrid system is a journey with a final destination - the cloud. It shouldn't be a never-ending journey and for good reason! Each organization's cloud migration is different depending on the company size and infrastructure. Larger companies that rely more heavily on legacy systems may run a hybrid cloud system for a longer period of time than smaller companies that are comfortable moving more quickly. To understand why hybrid systems work better as temporary solutions it's important to recognize a few major misconceptions. Amazon Web Services outlines some of these myths in their post.
A common assumption companies make about hybrid systems is the ease of moving applications between their on-premises and cloud architectures. It's crucial to understand that cloud and on-premises infrastructure are not equally capable. Simply put, companies move to the cloud for features that enable them to have true elasticity, security, fixed costs, and improvement updates. On-premise systems and private clouds don't have this versatility and therefore cannot be permanently unified with the public cloud without drawbacks. Companies that do adopt a hybrid cloud system are often presented with technical, business, and management challenges such as the need for hybrid clouds to have good API compatibility and solid network connectivity. Gartner Inc, a leading technology adviser, polled that 95% of private clouds had encountered problems.
Although a hybrid cloud architecture allows for a "mix and match" approach, there is still the issue of cost. Most companies that have a smaller budget usually can't afford a rollout of a hybrid cloud solution. The initial cost of servers on the private end of the scale is a substantial one, and the needs of smaller businesses can typically be well catered to by cloud providers like Google or Microsoft.
Hybrid/private clouds increase the chances of security issues versus public clouds. Maintaining and ensuring that your public cloud provider and private cloud are in compliance isn't a walk in the park. This includes the means of coordination between the two because hybrid systems allow for information to be transported across a network that can be subject to third-party tapping. Additionally, a hybrid cloud operator won't have a comparable budget to spend monitoring their security that public cloud providers like Google and Microsoft have. It's an unnecessary risk that many companies are unfortunately oblivious to.
It can be tempting to prolong the use of a hybrid solution when your company is so accustomed to legacy applications, but you'll often get much better performance from the public cloud element if you find a solution from a specialist provider like InterlockIT. Be sure to contact us to learn more about cloud migration and what we can do to make your IT infrastructure work efficiently and cost-effectively for you.
If you are a small-medium business owner, it's often difficult to get a clear picture of where you stand with a particular customer. Our favourite tool to keep track of this is Xero. With over half a million global subscribers and counting, Xero provides online accounting, bank reconciliation, invoicing services, and integrates with a wide range of powerful software solutions and add-ons. Now, with the integration of Google's Gmail, it's more powerful than ever.
Just before the end of 2015 Xero pushed their final major update of the year: Contacts were updated and Google's Gmail service was integrated into the contacts screens. Essentially, this gives Xero users complete visibility of the business they've done with their customers or suppliers, making it much easier to make decisions and develop opportunities. This vital update makes Contacts a hub for customer communication and demonstrates how cloud accounting has opened the doors of opportunity for innovation and efficiency.
Features in this update enable you to:
Connect your Gmail account to view emails with contacts directly in Xero. This saves emails to a contacts activity tab, adds email to a new invoice, quote, or bill, and allows you to download attachments to the contact record.
View emails between you and your customers in real time.
View emails from the email account that you've connected to Xero while they remain invisible to other users in your organization.
Share an email with other users in your organization by simply adding it to the contact's activity tab
You can see here email messages have been pulled from Blair's account using the contact's email address or emails including the words "GotoMeeting.com"
Connecting Xero to your Google account is simple, here's how:
From the Contacts menu, select All Contacts.
Select a contact.
Under the bar graph, click Email, then click Connect to Gmail.
If you're already using Google apps and are looking for a great accounting solution to bridge the gap between you and your customers, Xero with Gmail is a robust and ideal solution. We at InterlockIT are proud Xero and Google Apps advocates and are more than happy to help make your business's IT solutions a breeze. Be sure to contact us to learn how we can assist you.
Phishing attacks trick users into sharing personal information online and are typically done through email, ads, or compromised sites that look similar to sites that you may already use. What we see in our customer base are Google Apps and Gmail accounts that get hijacked and then used to send emails to further compromise more accounts. This normally happens when an end user enters their email address and password into a malicious website from an email link supposedly from a coworker or trusted source. Often this is a faked page that uses legitimate logos and text but normally with errors that may raise red flags for you. Phishing emails are also personalized sometimes which makes it more difficult for the recipient of the email to assess credibility.
An example of a malicious website from an email link. It may look legitimate, but the URL shows it's a hacked website.
There are a number of ways users can protect themselves and their organization from being victim to phishing attacks. The best way is to turn on two-step verification. Enabling two-step verification will require the user to authenticate beyond a username and password. It's an extra step, but ensures that the account is extremely difficult to compromise because even if an attacker has your username and password, they are unable to access your account without a unique, time-sensitive code. Here is how you can enable two-step verification for your Google Account.
Phishing is often successful when a user becomes complacent and too busy or rushed to bother checking the source of an email or site. Being aware and diligent, especially towards unexpected emails or attachments, can help you recognize when you are being targeted for phishing. Always confirm that the URL corresponds to the site you're expecting to see and before you enter your credentials, be sure to check for a trusted domain like google.com or facebook.com and that it's not something like google.xyzname.com or facebook.xyzname.com. If you are the slightest bit unsure, don't enter your login information and contact the person who sent you the email.
Another way to ensure the legitimacy of a site is to check whether the URL begins with https:// (s for secure) and has a lock symbol next to it. The lock means that the site is encrypted, which doesn't necessarily mean it's not hacked, but is a dead giveaway if it is missing.
Many account hijackers will email your contacts attempting to also gain access to their accounts, and then delete all your contacts. To add to the maliciousness, email filters may be used so that you don't see emails from people telling you your account has been compromised.
This phishing website attempts to trick users into giving away their login credentials and propagates by email. User's tend to login without actually looking at the URL first. We've reported the link and Chrome has already blocked it.
Tip: Always check the URL in your address bar, because if it's not from a legitimate root domain like google.com, it could be malicious.
If you do come across a malicious site or link, do not forget to report it. You can follow common advice by "reporting to an appropriate party" but they typically do nothing. Take action and save your coworkers, family and friends from the bad guys by immediately submitting malicious links to Google. Often within as little as an hour of filing the report, the site will get blocked from Google search and Google Chrome. Firefox is relatively fast also, but Internet Explorer can take weeks to start blocking it.
Lastly, virus scanners rarely catch much in our experience but are still a necessary protection for the occasional time they do prevent problems. We recommend Symantec Endpoint Protection because it provides a cloud based console for monitoring your protection status across the company.
Unfortunately phishing sites still increasingly trick many users into surrendering their personal information and credentials. Hopefully this post has shed light on how you can help yourself and others avoid becoming victims of phishing. For all your technical assistance and needs with Google Apps, make sure to contact our InterlockIT team!
Google recently released a Drive plugin for Microsoft Office that allows you to open files from Google Drive directly in Microsoft Office, without the Google Drive sync client. If you're a Drive loyalist who happens to love using Office, this tool can make your life easier!
The plugin makes it easy to edit Office files stored in Google Drive so you can use the apps that you're already comfortable with. This is especially useful when sharing files with others or accessing your files across devices. Google's idea here is to continue to make Drive into more of an integrated storage tool for its users. Alternatively, you can just use Google's desktop application for Drive to sync locally stored files with Google Drive already, but the new plugin makes this a far more seamless experience for Office users.
The set-up is quite simple and familiar: anyone running Office on Windows can now open Word, Excel, and PowerPoint documents stored in Google Drive, edit them locally in Office apps, and then save any changes back to Drive. This will allow you to keep all your important files in one place, without needing to have a dedicated folder on your computer that syncs everything to the web.
If you have a slow or unreliable internet connection, this plugin can help smooth out the bumps by only syncing what you're currently working on, not everything that's changing behind the scenes.
Last week, Microsoft made a game-changing announcement: Microsoft will be opening two Canadian data centres that will offer Office 365, Azure, and Dynamics CRM services.
Our team here at Interlock IT has been leading Office 365 implementations since 2010 and has noticed a dramatic increase in interest from our clients in moving infrastructure to the Microsoft Cloud.
There are some compelling reasons to switch your email or Exchange Server to the cloud; whether you want the latest and greatest updates, Microsoft's subscription-based licensing models, or are trying to reduce costly infrastructure overhead. There is also the incentive of exclusive services and capabilities only available through the cloud, like Yammer, an enterprise social networking service, Delve. machine learning and artificial intelligence which helps you discover what's most relevant and important to you, and Office 365 Video, an intranet-style website portal to post and view videos in your organization. It is a mobile-first, cloud-first age in which Microsoft's cloud-centric roadmap for its flagship products will pave the way for you to stay ahead of the competition. This is the platform you want to be on.
However before this great announcement, the fact that infrastructure and data would be based outside of Canada and potentially subject to foreign laws and regulations such as the PATRIOT Act would sometimes dismiss consideration of the cloud for many of our clients. To have data located outside of Canadian borders is violation of some company's policies and therefore a sticking point. This has been a cloud deterrent for many, until now.
Some key points to note:
General availability of Azure is anticipated in early 2016, followed by Office 365 and Dynamics CRM Online in late 2016.
The data centers are to be located in the Greater Toronto Area and Quebec City (specific locations have not been announced for security reasons.)
Microsoft will address data residency considerations (you can specify that your data will only reside in Canada.)
Can existing Office 365 tenants be transferred into the Canadian data centers? Will the pricing model be proportionate? Will performance be as robust? Will updates be released on the same schedule? All these questions come to mind and we anticipate answers in the coming months. Microsoft is finally ready to plant its flag on Canada's growing cloud industry as it hopes businesses will invest more in its ideas than its hardware and we begin to see a new dawn of cloud computing within our borders.
There is no doubt that we live in an era of rapid technological advancement. This means it's fairly easy to get left behind if you aren't adopting new ways if improving IT systems for your business. Using technology to your advantage as a business is nothing new. What matters now is how you implement that technology to work for you in the most efficient and cost-effective way. For example, setting up a web server or providing redundancy to the infrastructure are both examples of things that can now be fully automated. Automation is your friend. Learn to make it work for you and you can achieve wonders.
If you've adopted cloud technology as your business system, kudos to you! Cloud solutions are imperative if you are looking to augment abilities to better meet the specifics needs of your business. A great example of this is developing a custom web application. The question that arises here is whether or not you have the infrastructure to support it. The answer for many businesses is simply 'no.' But before we delve into supporting a custom web application, why would your business consider this? Here are a few good reasons:
You want to streamline internal departments and functions, operations, sales and project management.
You want to add more functionality to the already existing application.
You want to take advantage of web-based applications flexibility and versatility by moving away from the traditional desktop application platform to the web application platforms.
You want to gain more clients or better service current clients by offering convenient services and solutions online.
You want to build new web applications to offer innovative services or solutions to online users and businesses.
Unfortunately, one of the biggest headaches of supporting a web application is the infrastructure and scalability. Building new infrastructure or upgrading existing infrastructure to meet use requirements costs valuable time and money that could be spent focusing on development and other aspects of your business. Downtime, lost data, unhappy customers, impossible machine configurations, and added complexities are all downfalls of traditional web application hosting. Even with a trained team of server admins, you only end up in a good position to recover from a disaster, not to prevent one from happening in the first place. Virtual private servers and traditional web hosts require far too much maintenance and disaster recovery.
The time it takes to maintain and scale infrastructure can now be designated elsewhere. So how do you save costs and time? The answer is Google App Engine. Google App Engine allows you to develop custom web applications with the ability to host and run them directly on Google's own infrastructure. Once you've created an app, you can easily upload it and Google handles both hosting and scaling. All of which is to say: no more servers to maintain! This means that you get to run on the same hardware stack that Google builds on; that's a huge advantage!
Now some may argue that there are drawbacks to using platform as a service (PaaS) providers like Google's Cloud Platform, and mainly this stems from not "owning" your own environment. To work around this, Google offers Compute Engine, where you get absolute freedom to run large-scale workloads on virtual machines. This combined with Google App Engine gets you PaaS-style functionality while also allowing you to run your own virtual servers.
Google is a powerful innovator in the technical services industry, and Google App Engine brings with it the ability to give businesses in today's market what they require to stay on target with their goals. It's reliable, scalable, efficient, cost-effective, and Google is constantly updating and upgrading their services.
So lets take a look at some of the major advantages that Google App Engine has to offer:
Focus on your business and allow technology to work for you.
Build on a proven hardware stack.
Proven cost savings. for example, you don't need to hire an engineer to manage your servers and you won't have to manage them yourself. You can invest the savings in other aspects of your business.
Multiple storage options.
Powerful built-in services.
Ability to deploy at "Google-scale" (you could scale up to 7 billion requests per day, if you wanted to).
It's important to understand that building your application with these 'cloud services' can bring huge benefits in cost and effort when what matters is delivering a great product. The people at Google are experts at setting up and maintaining machines. They are experts at data storage, data redundancy, and scaling computing power up and down to handle sudden bursts of user traffic. Their state-of-the-art data centres are constantly evolving to keep up with demand, and you don't need to incur any of that additional cost.
Check out this video to get an idea of what we're talking about:
You've now seen the great advantages that Google App Engine has to offer as an excellent content delivery network and so much more. Cloud computing is one of the fastest growing fields and it provides an easy and affordable way to run your applications.
"Traditional" cloud-based hosting and scaling applications on virtual machines comes with a cost. Even if the structure is virtual, you still have to manage it, do load balancing, bring instances up and down, take care of patching software and in general spend a lot of time and resources on just the infrastructure. With Google Cloud Platform, Google takes care of all the heavy lifting and back-end maintenance.
Google is a pioneer in the business of scaling, and now you can use their infrastructure. It doesn't matter whether your application is small scale or large scale, the scalability of Google's infrastructure is basically impossible to match in a traditional environment. Let them handle what they're good at while you focus on other important aspects of your business.
Why should you choose cloud-based solutions over on-premises systems?
Not too long ago you had to run commands in PowerShell to convert an existing regular mailbox to a shared mailbox in the Office 365 Exchange admin console. This was necessary to migrate data into a shared mailbox, since it's currently not possible to migrate directly into a shared mailbox. The process was a little tedious, boring, and required some valuable time, especially if you have little to no experience with PowerShell.
First, you'd connect to Office 365 from an elevated PowerShell console...
Then, convert the mailbox and set size quota. Note that shared and resource mailbox sizes increased from 5GB to 10GB in Q4 2013 and increased from 10GB to 50GB in Q4 2014.
Finally, remove the Office 365 license. Shared and resource mailboxes do not require a license in Office 365. To remove an Office 365 license from shared mailbox to prevent from being charged for usage, perform the following commands…
This was the procedure to convert a regular mailbox into a shared mailbox. Now, thanks to automated updates through the cloud, you can have this process completed in a few clicks.
Login to your Office 365 account through the Office portal, and navigate to the Exchange Admin Centre. Once you are logged into your dashboard, click on the Recipients button in the menu on the left. You should now see a list of user mailboxes. Highlight the user mailbox you would like to convert to or from a shared mailbox and click on the convert button as shown in the screenshot below. (You should receive a prompt stating, "Are you sure you want to convert this regular mailbox into shared mailbox?" Click Yes.)
You can also convert a shared mailbox to a regular user mailbox following the same kind of steps. You would go into the shared menu at the top of your recipient list screen and "convert to regular mailbox".
There are many benefits of using a cloud-based solution, one of which is vitally important if you want to save yourself the hassle of setting up your own Exchange server and infrastructure, managing and maintaining desktop Office software, and installing patches and updates every month. The cloud allows you to be free of these restrictions and updates automatically as the example shown above in automating mailbox conversion. Microsoft takes care of all the dirty work so you don't have to. It's like having an IT department that maintains your cloud systems and continues to improve for your efficiency and ease.
On-premises systems will have you waiting and configuring things manually and more frequently. You must consider that implementing the same capabilities as cloud-based solutions requires servers, network infrastructure, IT personnel to install, manage, and update it all (not to mention you still have to buy the software).
These are just a couple compelling reasons to switch your on-premise system to a cloud-based one. You can now see that cloud-computing is a highly attractive and intelligent proposition if you are looking to make the most of technology today at lower costs and lower risks.
If your current IT provider is still recommending on-premise server solutions, you're not getting good advice! Get in touch with our team at Interlock IT and we'll help make your work easier and more efficient.
For all the benefits working in the cloud provides, sometimes migrating every aspect of your business operations to cloud services is not an option. What do you do when your CRM and Project Management are cloud based, but you need to move data back to Quickbooks on the desktop?
Our client had already switched their Contact and Project management to Norada's Solve CRM when they did just that:
I would like to integrate the Solve CRM API with Quickbooks to automate our workflow bidirectionally between Solve CRM and Quickbooks. We use Quickbooks Enterprise Construction Edition.
Our first response was to rule out other options, couldn't we move accounting into the Cloud? Specific features of the Quickbooks Contractor edition were mission critical; there was no direct cloud replacement. Xero, Quickbooks Online, and Freshbooks would not meet their needs at this time.
Enter the Quickbooks Web Connector, a legacy application released by Intuit, the makers of Quickbooks, designed to allow desktop editions of Quickbooks to communicate with web-applications, also known as the Cloud!
Armed with a method of communicating with Quickbooks on the desktop, we dug into the clients specific needs and developed the solution below.
Setting a Revenue Opportunity to "Won" in Solve CRM kicks off the process.
When a revenue opportunity is marked Won in Solve CRM, the following occurs automatically:
Instantly create a Customer and Job in Quickbooks with details from the Solve CRM Company record.
Add an Estimate to the Job and convert it to a Sales Order, using details from the revenue opportunity.
Details from Company record and Opportunity are synced into Quickbooks.
Now the accounts team can take over and work with the project in Quickbooks, tracking progress and financial details on the automatically created job in Quickbooks.
Finally, our system syncs financial report figures back into Solve CRM, allowing for reports on project finances to be generated entirely from data in the Cloud, avoiding a time consuming manual process of matching Quickbooks reports with Solve CRM Opportunities.
Later, Quickbooks report values are synced back into Solve CRM automatically, simplifying project based reporting.
The technology stack used to implement this solution consists of Google Apps Script and Python on the Google App Engine. Webhooks triggered from within Solve CRM call out to a Google Apps Script living on Google Drive. The Apps Script processes the Webhook and determines the required action. If Quickbooks related actions are required, the Apps Script passes the request onto the Google App Engine application, which handles SOAP based communication with Quickbooks, using QBXML.
The Quickbooks Web Connector polls the App Engine application and consumes any new actions that have been passed from Apps Script, returning results to the App Engine. The App Engine then feeds data back into Solve when necessary.
The end result is an integrated solution that saves time, reduces errors, and provides staff access to important financial data direct from Quickbooks!
