Lisa Hendrickson is the owner of Call That Girl. She is an Outlook Expert and Microsoft 365 Consultant.
With over a decade of experience supporting 1000’s clients with custom and complex Outlook setups, Lisa Hendrickson brings you a clear, practical overview of the upcoming shift from Outlook Classic to New Outlook — tailored for organizations navigating this major change.
What you’ll learn in this interactive session:
Outlook Classic and New Outlook update on the switch
How all email types work in New Outlook
How different email account types such as POP/PST, IMAP, Exchange/Google Workspace will be affected by the switch.
How PST currently works in New Outlook, changes are coming
Changes with local (This Computer Only) calendar, contacts, notes, tasks
Changes with PST custom contacts, CRM
Synchronizing calendar and contacts from PST changes to come
Home customers vs Business Consumer 365 accounts
Question/Answer during each section
This client was having issues with his 365 Exchange email on 3 computers. He would delete his junk and then it would come back to the junk folder right after. I tested a new profile and it still had the issues. I went online and deleted the junk emails in the junk folder and they stayed deleted.
If you need my help, please use the form below. Thanks!
This is an older post I put out last fall, and so far not much has changed in regards to forms in New Outlook. If you had custom forms in classic Outlook, as of right now they are not able to convert to the New Outlook.
Custom forms were not something I got into developing for clients, but I know many that have them and spent a lot of money creating the perfect forms (for email, contacts, many other things). If you have access to your forms in another version of Outlook or still have access to classic Outlook, I would consider making a list of everything that form did, and try to figure out another option such as using 365 Forms. And if your client has a custom form for contacts, I’d check into that way later. I’m not seeing MS add in any custom fields yet (it’s one of the best parts of Outlook contacts in my opinion), hopefully they will.
My testing with adding a 365 Form into New Outlook didn’t go so great (maybe there is an app I don’t know about). You can use a link of course from your Form you create in 365 (easier to maybe make a template in 365 and have the link there with info). Some research is saying you can do other miracles but I haven’t seen it yet, Forms might be updated before 2029, otherwise it’s “find a new replacement”. Honestly, I don’t see any old forms anymore and my 365 clients haven’t gotten excited about 365 Forms.
New Outlook so far will use “365 connected apps” so you might want to find a company that has an app similar to what you need (you can search this in New Outlook (see image below). If you are a larger company needing your own 365 app, then you want to search for a Power Apps/Automate consultant. I have found a Forms consultant and am happy to refer you but their fees are on the higher level consulting quotes (probably $5k to $10k)
If you need my help with migration or helping find a referral, please use the contact form below
If you got this calendar event sent to you, and thought it was suspicious….you’re not alone. I got it and laughed immediately. First time I have ever seen a scammer start to use calendaring to get you to click links. First…the attachment is a phishing link, second….the email address is complete garbage and they booked me out a week on my calendar! I deleted it but it still blocked out my calendar as pending. I had to manually delete the appt from my calendar so my online scheduling system would work again.
All work is personally completed by me, Lisa Hendrickson. You can reach me by phone during normal business hours at 612-865-4475. If I’m unavailable, please leave a voicemail and I will return your call promptly. I also respond quickly to emails at lisa@callthatgirl.biz. Please note that I do not text, as I focus on phone and email communication to provide the best support.
I offer daily appointment availability and can handle short projects without requiring much lead time.
Please review the services list and use the form below to get in touch with me
How I Help Clients Set Up, Migrate, and Master the New Outlook
Personalized Account Setup: I assist clients in configuring their New Outlook accounts tailored to their unique needs — whether it’s Microsoft 365, POP, IMAP, Gmail, or iCloud — ensuring smooth connection and optimized settings for email, calendars, and contacts.
Comprehensive Data Migration: I manage the entire migration process, from exporting PST files and local data to importing into New Outlook or Microsoft 365 mailboxes. I ensure “This Computer Only” data such as calendars and contacts are properly transferred, avoiding data loss and duplication.
Multi-Device Synchronization: I configure seamless syncing between desktop Outlook and mobile devices, including iPhones and Android phones, setting up Exchange ActiveSync or equivalent protocols so clients have consistent access to their email, calendar, and contacts on all devices.
Troubleshooting & Optimization: I proactively identify and resolve common setup and migration issues—like sync conflicts, authentication errors, or missing data—helping clients avoid downtime and frustrations.
Step-by-Step Guidance & Training: I provide clear, easy-to-follow instructions and training tailored to the client’s technical comfort level. This includes live walkthroughs, documentation, and ongoing support to ensure clients feel confident using New Outlook daily.
Migration Planning & Risk Mitigation: I help plan migrations carefully by assessing client environments, backing up important data, and scheduling changes to minimize disruption.
Custom Configuration: Whether it’s setting up rules, categories, focused inbox, or third-party add-ins, I help clients customize New Outlook to maximize productivity and align with their workflows.
All work is personally completed by me, Lisa Hendrickson. You can reach me by phone during normal business hours at 612-865-4475. If I’m unavailable, please leave a voicemail and I will return your call promptly. I also respond quickly to emails at lisa@callthatgirl.biz. Please note that I do not text, as I focus on phone and email communication to provide the best support.
I offer daily appointment availability and can handle short projects without requiring much lead time.
Please review the services list and use the form below to get in touch with me
Reconfigure Local Data for Synchronization: I will properly reconfigure Outlook data stored as “This Computer Only” (local data), enabling seamless synchronization of calendars, contacts, and tasks across your devices.
Multi-Device Sync Setup: Ensure your Outlook calendar and contacts sync flawlessly with your iPhone, Android devices, tablets, and other computers so you always have access to the latest information wherever you go.
Contacts Duplication Management: Identify, merge, and remove duplicate contacts to maintain a clean, organized address book and avoid confusion during communication.
Merge Contacts from iCloud, Exchange & Other Databases: Consolidate contacts stored across different platforms like iCloud, Microsoft Exchange, Google Contacts, or CRM systems into a unified, easily manageable database.
CRM Integration Assistance: Support syncing and integration of Outlook contacts and calendars with popular CRM platforms to improve workflow efficiency, customer management, and data consistency.
Data Integrity & Backup: Safeguard your important contacts and calendar entries by implementing backup strategies before any synchronization or merging processes.
