Author Archive: Lisa Hendrickson

Lisa Hendrickson is the owner of Call That Girl. She is an Outlook Expert and Microsoft 365 Consultant.

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White-labeled New Outlook training for MSP clients

| May 19, 2025

White-labeled New Outlook training for MSP clients

MSP’s will be seeking New Outlook Trainers in the next few years and I’m offering my training services to all MSP, IT consultants and Corporations. Email lisa@callthatgirl.biz to schedule a time to discuss. Please note I do not write proposals, nor do I need a lot of lead time.  I can also do custom training for all different types of teams, sales/recruiters for example that would enjoy their own session as their needs are different than a regular end user.

You can view my videos on YouTube:

https://www.youtube.com/watch?v=nbpjTLtKN9U

New Outlook freestyle tutorial training

https://www.youtube.com/watch?v=w0JndHaJA_E

Workshop I offered free to my clients

https://youtu.be/d7EUFHN_Ots?si=OnSIOELwK6dkywrS

Notes:

  • I have a flat fee of $500 per 60-minute session. I will use the script listed below. You can also buy an hour and we can pre-record it and you can share with your end users as needed.
  • Prep hour is optional but worth considering: $300 per hour to customize your training needs. During this session, I can also add anything else you want me to discuss or show in my screenshare (links to support libraries, videos, etc).
  • I prefer to use your 365 accounts to demo, I can fill in the content quickly to demostrate.
  • I’d prefer if your company also hosts the demostration, records and shares on your own file servers.
  • I also prefer if someone at the company is the moderator, follows the chats and assists. I don’t need this but it helps having someone on the team for any Q&A that I don’t have information for.
    • This also looks good to the attendees in my opinion

Script: 

Intro about myself, I can say I’m your company trainer or independent trainer.

Few mentions about New Outlook (sample depending on your end users and I can customize for your needs, when to call helpdesk, etc)

  • Changes coming
  • Consider New Outlook an updated look, during this training I will go back and forth from Outlook Classic to New Outlook
  • Many features are removed and slowly being added back in will be mentioned as needed
  • By 2029, we should all see a fully developed New Outlook that has some our favorite features back.

The basics are the same, email, folders, calendar, contacts, favorites, tour all of new outlook including settings

  • Screenshare of how New Outlook will work with the basics most people use
  • Tour of the settings end users can change
  • Briefly show the 365 portal

Important Changes 

Contacts are missing almost all the fields you might currently use

  • Screenshare

One thing that did changes “tasks” are now “to do”

  • Screenshare

Calendar will have some changes, so for those of you doing a lot of scheduling, you will want to see what is missing or added that might help

  • Screenshare
  • What might not work is some of your old calendar tricks, so many people have there own flair for scheduling

Here are some important things:

  • Shared Mailboxes
  • Screenshare
  • Automatic Replies
    • Screenshare
  • Signatures/local signatures will need to be made in the settings
    • Screenshare
  • Quick parts, need to be made into templates
    • Screenshare on how to do this
  • Notifications
    • Not sure what you want me to show here? Notifications in Windows?
  • Journal
    • Removed

Great new additions

  • Templates
  • Many 365 apps come included
  • Teams/Planner integrates with “to do”

 

MSP seeking New Outlook Trainers

| May 18, 2025

MSP seeking New Outlook Trainers

MSP’s will be seeking New Outlook Trainers in the next few years and I’m offering my training services to all MSP, IT consultants and Corporations. Email lisa@callthatgirl.biz to schedule a time to discuss. Please note I do not write proposals, nor do I need a lot of lead time.  I can also do custom training for all different types of teams, sales/recruiters for example that would enjoy their own session as their needs are different than a regular end user.

You can view my videos on YouTube:

https://www.youtube.com/watch?v=nbpjTLtKN9U

New Outlook freestyle tutorial training

https://www.youtube.com/watch?v=w0JndHaJA_E

Workshop I offered free to my clients

https://youtu.be/d7EUFHN_Ots?si=OnSIOELwK6dkywrS

Notes:

  • I have a flat fee of $500 per 60-minute session. I will use the script listed below. You can also buy an hour and we can pre-record it and you can share with your end users as needed.
  • Prep hour is optional but worth considering: $300 per hour to customize your training needs. During this session, I can also add anything else you want me to discuss or show in my screenshare (links to support libraries, videos, etc).
  • I prefer to use your 365 accounts to demo, I can fill in the content quickly to demostrate.
  • I’d prefer if your company also hosts the demostration, records and shares on your own file servers.
  • I also prefer if someone at the company is the moderator, follows the chats and assists. I don’t need this but it helps having someone on the team for any Q&A that I don’t have information for.
    • This also looks good to the attendees in my opinion

Script: 

Intro about myself, I can say I’m your company trainer or independent trainer.

Few mentions about New Outlook (sample depending on your end users and I can customize for your needs, when to call helpdesk, etc)

  • Changes coming
  • Consider New Outlook an updated look, during this training I will go back and forth from Outlook Classic to New Outlook
  • Many features are removed and slowly being added back in will be mentioned as needed
  • By 2029, we should all see a fully developed New Outlook that has some our favorite features back.

The basics are the same, email, folders, calendar, contacts, favorites, tour all of new outlook including settings

  • Screenshare of how New Outlook will work with the basics most people use
  • Tour of the settings end users can change
  • Briefly show the 365 portal

Important Changes 

Contacts are missing almost all the fields you might currently use

  • Screenshare

One thing that did changes “tasks” are now “to do”

  • Screenshare

Calendar will have some changes, so for those of you doing a lot of scheduling, you will want to see what is missing or added that might help

  • Screenshare
  • What might not work is some of your old calendar tricks, so many people have there own flair for scheduling

Here are some important things:

  • Shared Mailboxes
  • Screenshare
  • Automatic Replies
    • Screenshare
  • Signatures/local signatures will need to be made in the settings
    • Screenshare
  • Quick parts, need to be made into templates
    • Screenshare on how to do this
  • Notifications
    • Not sure what you want me to show here? Notifications in Windows?
  • Journal
    • Removed

Great new additions

  • Templates
  • Many 365 apps come included
  • Teams/Planner integrates with “to do”

 

Where is Journal in New Outlook

| May 18, 2025

Where is Journal in New Outlook

I do believe this timekeeping program (track actions, phone calls, notes, etc) has not been added to New Outlook. I’ve been searching for a bit and I cannot find where to use it, no research online proves it’s been added. If you want to make a case for it’s return, use this link to submit feedback. Use the blue button on the upper right https://feedbackportal.microsoft.com/feedback/forum/89a8afa3-2e1c-ec11-b6e7-0022481f8472

There is one 365 Timekeeper app for Law firms listed if you want to check it out. Zepto AI for Outlook (I have not downloaded, tested, or even knew about it until I tried to search the 365 apps for this post, use at your own descretion please). There are most likely many other programs, you can check out the “Add Apps” in the more app nav pane of New Outlook (left side of your window)

If you are interested in keeping up with what I discover on our journey to New Outlook, check out my “New Outlook Resource Guide”

If you need my help, please use the form below to get in contact, thanks! Lisa

 

Free Expert New Outlook Speaker and Presentations

| May 17, 2025

Get free expert-led New Outlook presentations specifically designed for organizations and legal associations. Learn directly from a New Outlook expert about what’s coming for all Outlook users by 2029, including critical changes that may impact how your data is handled—whether you’re using POP, IMAP, or Microsoft Exchange. I cover important topics like calendar and contacts management, basic legal compliance considerations, backup strategies, and email archiving best practices.

I believe everyone deserves the opportunity to be well-informed and prepared before significant changes to Outlook roll out—often with little to no prior notice. That’s why I offer 30 to 60-minute sessions completely free of charge to large organizations and associations (not individual businesses) as part of my marketing outreach. These interactive sessions aim to educate your members, reduce disruption, and empower your users to confidently navigate the evolving Outlook landscape.

Here is the outline of topics I can present:

Outlook Classic to New Outlook: What your business needs to know before the switch

  • Timeline to expect the switch to New Outlook
  • Identifying your Outlook type (POP, IMAP, Exchange/Workspace)
  • Simple explanation of what data will be included when you switch to New Outlook/what won’t
  • What will happen with local data from Outlook Classic if you don’t migrate local data to a cloud server
  • What will break: custom forms, macros, drag-to-folder workflows, and more
  • Calendar and contact field changes in New Outlook including CRM
  • Best practices for archiving, syncing, and preparing your data
  • How to talk to your IT provider or plan solo if you’re self-manage
  • How to create a plan to prepare and approximate costs

If you’re interested in scheduling a session or want to learn more, let’s connect and ensure your organization is ready for the future of Outlook.

New Outlook Vs. Outlook Classic Search

| May 15, 2025

New Outlook Vs. Outlook Classic Search

As a long time user of Outlook Classic, the one issue I have always had is problems with searching. I also have many PST files and many email accounts so this doesn’t help. I keep Outlook optimized as this is the core product I support with my business, and yet I still have issues. Clients call me with search issues and I can help get it working but I always tell them that with the PST and email accounts they have, search may give you issues.

Back in 2023 when I started working on my testing and research for New Outlook, I was surprised to find that the one thing in Outlook Classic that I didn’t like, was amazing in New Outlook. That would be the search function.

New Outlook is cloud based (managed by the servers), so that means there is no local indexing on the PC. Indexing is how Windows can help you find things when you search or with Outlook Classic.

So yes, search is amazing and super fast, nothing I have ever seen before. There are some things to know though about New Outlook search if you are fan of searching:

  • Changes with advanced search. If you are a fan of advanced search, you will want to check out the updated search in New Outlook. From what I have seen, there are some changes on how it works. Be sure to click on the 3 lines next to the search icon 🔍 to find the advanced search.
  • You need to search each email account individually. Current Outlook can search many email accounts now, which is one of the reasons it’s sometimes challenging to get good search results. New Outlook requires searching each email account individually.
  • Cannot search added PST files (not yet, might be coming as they advance PST in New Outlook). If this is not available in the future and want to search PST files, you will want to import the PST into your main account (not a simple task, feel free to contact me for help)
  • If search is not working, you cannot use the usual re-indexing feature in Windows, something else is wrong with with account or New Outlook.
  • Limited Search Folder options Outlook Classic has many to chose from. New Outlook is limited to about 5 options now, this might change in the future.
  • New Outlook does still offer the search filters, for example: From: or Subject:

Need help with New Outlook? Use the contact form below.

How Signatures Work with New Outlook

| May 15, 2025

How Signatures Work with New Outlook

Today I had a client who called in for a few questions regarding signatures not working in his Outlook Classic. What he does is take an email from one mailbox and hits reply, then changes the “from” to be from another account, then changes the signature in that email. Works great but he didn’t have signatures setup for that other accounts. Super easy to do, showed him and now he knows. Then he said, “How will this work in New Outlook”? Well, that was on my list of things to test, so off to test!

Here is an outline of how signatures work now. Always keep in mind that all New Outlook features will and most likely change in the next few years as they develop it.

OWA – Online Web Access https://outlook.office.com/mail/ and uses a cloud signature

Outlook Classic – Common version most of us are using now, local settings available and cloud server settings. Outlook Classic has a “per email account” signature setup now. Back in the old days, you could have many for all accounts. These are local only as far as my testing shows (does not synch with OWA or New Outlook)

New Outlook – Updated look and what the future of Outlook will be, more cloud based, no local settings. Uses a cloud signature.

Interesting notes:

  • What if you have more than one email account in New Outlook?You will need to create new signature for each account in New Outlook. Copy and pasting is the easiest using one of your sent emails that you used in Classic Outlook.
  • Gmail, Yahoo, any IMAP account will not sync signatures from New Outlook to the server from what I have found in my testing. If you make a signature in New Outlook, it will not sync with Gmail/Google Workspace’s signatures. What I recomnend is make a new one and create for New Outlook and then copy it into the online Gmail/Google Workspace so they match. Both allow you to have more than one signature, so it will just take a bit of time to do this task.
  • Some graphics might not work with the OWA/New Outlook. If you use a custom made HTML signature from your designer, I would test this first.

Need help? Use the form below to get in contact

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