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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How to use Microsoft Outlook as a CRM

| September 21, 2021

How to use Microsoft Outlook as a CRM

Many of my clients are heavy Outlook users, almost since the day Outlook was launched. They love it, live in it and consider it their own technical house. But they want everything to work together, inbox, calendar, tasks, contacts with their phones and devices.

Flowing the inbox emails to calendar and task events to managing your contacts all can be done with Outlook where you are essentially creating your own CRM system. If you own a business, you are in sales. If you own a business, your work has workflows and processes. If you are interested in learning how I can help you turn your Outlook into your own CRM system, here is how it usually works.

In our first appointment, I remote in and see what you are doing now, review your settings and then create a game plan for you and your team.

Then I can continue to work with you or the owner to construct the new work process you want done, I’ll teach you all the configuration tricks, templates and how 365 can work with this too, including sharing data with your employees.

Once the configuration and processes are complete, you can decide if you want group training or private one on one. Some users learn at different paces, but the most important part is having everyone follow the new process so it works. The time you spent getting this system up and running is an investment in your company.

To schedule a consult, use the form below and I’ll let you know I can help. Or you can just schedule your first appt too.

Microsoft Outlook Support for Lawyers

| September 11, 2021

Microsoft Outlook Support for Lawyers

Call That Girl offers expert level support for Microsoft 365 Exchange and all email platforms for Outlook. In addition, I help configure and train on all of the major Microsoft 365 products: OneDrive, SharePoint and Teams.

What I get called for most?

  • Outlook configuration
  • Microsoft 365 setup and training
  • Training
  • Email recovery and search for law matters

As a highly skilled technician and Microsoft Outlook expert, I offer email and Outlook repairs and configuration, as well as email migrations to Microsoft 365. In the legal field, I’m available for expert search, e-discovery and investigations requiring data recovery.

My expertise goes beyond the technical. In two decades of working with users and companies on Outlook and other 365 products, I’ve become not just a software specialist but a bit of a behavioral specialist. Knowing how people think, react, and work with these products gives me a huge advantage in setting up Outlook and configuring other complicated systems. Understanding how people tend to manage their own data also helps me in finding and recovering missing data, whether intentionally destroyed or deleted by accident.

Think of me when you need to:

  • Search and recover lost and deleted emails, contacts, tasks, calendar events
  • Recover email that was intentionally deleted
  • Recover email that was accidentally deleted
  • Find missing PST and OST databases
  • Discover and collect lost emails needed for a legal matter
  • Investigate email hacking
  • Investigate employee theft or sabotage

I can show you how to:

  • Protect yourself and your firm from phishing scams
  • Understand your cybersecurity risks
  • Set up email transfer for legal matters
  • Use Outlook as a CRM to replace firm software
  • Migrate email accounts from POP or IMAP to Microsoft Exchange
  • Migrate data from local servers to SharePoint/Teams
  • Test your data restoration capability

Need a trainer or speaker? I can cover:

  • Research and search tips and tricks
  • Cybersecurity best practices
  • Investigation techniques
  • How to manage multiple email accounts
  • Inbox and folder management across devices
  • How to manage large email accounts with other databases for search requirements
  • Guidelines for sharing contacts with company staff
  • Guidelines for sharing data outside your organization

Legal experience includes:

  • Setting up email security and training for smaller law firms
  • Offering Outlook expertise to supplement IT departments’ work at larger law firms
  • 10 years of experience with finding evidence and documenting findings
  • A growing roster of legal and paralegal clients
  • Past speaker, ABA TechShow conference
  • BS, Criminal Justice & Law Enforcement, Winona State University

How I work:

  • All my services are available remotely using the remote support software LogMeIn Rescue
  • Also available for on-site work

Outlook PST files stored in OneDrive or SharePoint

| August 16, 2021

Outlook PST files stored in OneDrive or SharePoint

Please note:

This blog if not for people who use IMAP or Exchange for their email in Outlook.

This blog is a bit longer than my usual but it’s full of information you need to know about Outlook and your PST files.

If you are using Outlook and have a PST file for your POP email or for storage of older emails, I don’t recommend keeping your PST in your OneDrive or SharePoint accounts aka…cloud accounts).  And it’s definitely not a good idea to have one PST in OneDrive open in two Outlook desktop applications on two or more computers.

When you setup a new computer, Microsoft sets up a OneDrive account for you and makes it your default for your desktop and documents. If you import your old data to your new computer, the data goes into your OneDrive account. As you setup your Outlook, you will look for the PST and it will show up in this location C:\Users\Your Profile\OneDrive\Documents

These PST files need to be stored in your C:\Users\Your Profile\Documents\Outlook Files. Then you can setup a backup program to back this up on a daily basis.

As an Outlook Expert who fixes these issues all the time, here is what I tell clients why OneDrive is not a great storage location

  • Outlook is constantly working processing your emails and data in PST files. OneDrive/SharePoint is a synchronizing program.
  • The PST can get corrupted by the synchronizing
  • The PST can get broken from the Outlook connection if OneDrive breaks
  • OneDrive can sign out with a Windows Update causing the PST to possibly disconnect and you can’t open Outlook
  • Hard to get a version history change if you need it if you’ve been using it in OneDrive and not connected.
  • You need the PST to be local in the computer, not in the cloud and OneDrive is a cloud based program

How to tell if your Outlook has a PST in OneDrive

  • Go to File in the upper right corner of your Outlook
  • Go to Account Settings
  • Click on Account Settings again
  • Find the data files tab
  • If you have a PST in your Outlook, you will see it listed there

 

 

 

 

 

 

 

 

 

If you need my help removing it from OneDrive to your local computer, please schedule time on my calendar below. I will reconfigure the PST and help you setup backup too. I do not offer instructions on how to move the PST as it can be complicated.

Final note: 

If you have older PST files that are not in use in OneDrive, I can’t say that is completely bad but if you open and close them alot, you should consider moving them out of OneDrive to your local computer.

Microsoft 365 Cloud Migration Expert San Francisco

| August 14, 2021

Microsoft 365 Cloud Migration Expert San Francisco

If you are looking to migrate your company data to the cloud from on-premise servers or personal OneDrive accounts to Business Microsoft 365, going it alone can be a tedious task. You want to work with an experienced technician who can help migrate your data and train your users on the new technology. Having a technician who also can offer training is a bonus to your migration.

My business does not offer service contracts but blocks of time to help support your project. I offer 1 hour appts up to 10 hour blocks. I bill in 15 min increments and the time can be used to help migrate your data, setup and configure Teams/SharePoint and OneDrive and train your end users in private sessions. Group training webinar style can also be scheduled.

I help companies of all sizes migrate their data and train users:

  • One person business with a complicated personal OneDrive account to business OneDrive
  • Smaller companies who don’t have their own IT department and have been relying on their own research
  • Company of 300 end users needing a technician to help guide you for a short project and training
  • Technical teams just starting out with Microsoft 365 who need in depth training

Use the form below to schedule a no cost consult to see if I can help or call 612-865-4475

Microsoft 365 Cloud Migration Expert Tulsa

| August 14, 2021

Microsoft 365 Cloud Migration Expert Tulsa

If you are looking to migrate your company data to the cloud from on-premise servers or personal OneDrive accounts to Business Microsoft 365, going it alone can be a tedious task. You want to work with an experienced technician who can help migrate your data and train your users on the new technology. Having a technician who also can offer training is a bonus to your migration.

My business does not offer service contracts but blocks of time to help support your project. I offer 1 hour appts up to 10 hour blocks. I bill in 15 min increments and the time can be used to help migrate your data, setup and configure Teams/SharePoint and OneDrive and train your end users in private sessions. Group training webinar style can also be scheduled.

I help companies of all sizes migrate their data and train users:

  • One person business with a complicated personal OneDrive account to business OneDrive
  • Smaller companies who don’t have their own IT department and have been relying on their own research
  • Company of 300 end users needing a technician to help guide you for a short project and training
  • Technical teams just starting out with Microsoft 365 who need in depth training

Use the form below to schedule a no cost consult to see if I can help or call 612-865-4475

Microsoft 365 Expert for Small Business

| August 13, 2021

Microsoft 365 Expert for Small Business

If you are looking to migrate your company data to the cloud from on-premise servers or personal OneDrive accounts to Business Microsoft 365, going it alone can be a tedious task. You want to work with an experienced technician who can help migrate your data and train your users on the new technology. Having a technician who also can offer training is a bonus to your migration.

My business does not offer service contracts but blocks of time to help support your project. I offer 1 hour appts up to 10 hour blocks. I bill in 15 min increments and the time can be used to help migrate your data, setup and configure Teams/SharePoint and OneDrive and train your end users in private sessions. Group training webinar style can also be scheduled.

I help companies of all sizes migrate their data and train users:

  • One person business with a complicated personal OneDrive account to business OneDrive
  • Smaller companies who don’t have their own IT department and have been relying on their own research
  • Company of 300 end users needing a technician to help guide you for a short project and training
  • Technical teams just starting out with Microsoft 365 who need in depth training

Use the form below to schedule a no cost consult to see if I can help or call 612-865-4475