RSSCategory: New Outlook

How to make a rule in New Outlook

| December 29, 2024

How to make a rule in New Outlook

In New Outlook, to make a rule:

  • Click on the gear in the upper right corner
  • Mail
  • Rules
  • Select the account you want to make the rule for
  • Then create a rule
  • Test it
  • See it if works in your New Outlook/phone/webmail

If you need my help,  with finding old rules in Classic Outlook, please reach out using the contact form below.

 

Rules are missing in New Outlook

| December 29, 2024

Rules are missing in New Outlook

If you are new to “New Outlook” and just switched from Classic to New, then your rules are possibly in the classic Outlook profile and not stored on a server. The New Outlook only works with the email server of your email hosting company.

Example: If you have a Microsoft Business Exchange server or Microsoft Outlook/Hotmail, MSN email then your rules should be on the server.

Example of emails that have local rules setup: POP/PST and IMAP. Some IMAP email rules will work if you have them setup on the email server but most folks use local rules in Outlook.

If you have access to the old rules in classic Outlook, then you can export them and import them into a new server only in classic Outlook. And the bad news, it most likely won’t work well. I’m going to recommend you make the rules on the server from now. Rules do work in the New Outlook but it depends on your email host. You might want to try first.

In New Outlook, to make a rule:

  • Click on the gear in the upper right corner
  • Mail
  • Rules
  • Select the account you want to make the rule for
  • Then create a rule
  • Test it
  • See it if works in your New Outlook/phone/webmail

If it does, then you are good to go! If not, then your email host might not allow rules from New Outlook. Try making a rule/filter on the webmail side and then it might work in New Outlook

If you need my help, please reach out using the contact form below.

 

New Outlook Migration

| December 27, 2024

New Outlook Migration

Hi folks, this is the form I’m asking all my clients to fill out before the schedule a 10 min consult or their onboarding appt. This form has a lot of details I need to know, if you don’t feel comfortable adding any information to the form no worries, please just let me know during the time we have together. I ask for this information so I know what you let you know during our appointment. New Outlook has a lot of configuration changes from Classic Outlook and I’d rather know up front what you have/need so I can set it up correctly or know what issues I will have during your migration.

New Outlook Migration

Please fill out this form with as much information as you can. The rest I can get during the onboarding.

Name
Address
How many email accounts do you have?(Required)
Do you have a Microsoft Business Exchange account?
Do you have a personal/family Microsoft account?
What type of smart phone do you have?
Please tell me if you're synching your contacts and calendar with your desktop Classic Outlook and your phone. Let me know what software you are using: 3rd party software, iCloud, iTunes, Gsyncit, Companion link, etc
Are you using the Outlook app on your iPhone or Android
I need to know this so I can figure out if you're going to have an issue with the New Outlook
Does your calendar/contacts have (This Computer Only) next to the calendar?
Are you using a CRM product?
Are you still using POP/PST files in your Classic Outlook?
What type of client are you?
Please type in all the domains here
Do you use a lot of custom features in Classic Outlook?

 

 

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How to add a PST to New Outlook

| December 4, 2024

How to add a PST to New Outlook

Just saw it yesterday folks! Please read this and if you need my help migrating data from a PST to a server so you can use the data more, please use the form below and get in contact.

  • Click on  the gear (settings) in the upper right corner.
  • Under “Accounts” you will see “General” and in that list will be “Outlook Data Files”

You can add your local PST files there, but keep in mind, all you can do is read the email. You cannot move, copy, reply from that PST. It’s view only. 

This PST feature might not last forever and it’s not that useful for Outlook super users. I have hopes that this might change but be prepared for a data migration to a server.

PROS

  • New Outlook is super fast for searching and discovery

CONS

  • Cannot reply, move/copy or do anything with the emails. New Outlook freezes when opening a large PST
  • Cannot view contacts/calendar/notes/tasks in a PST file, only email and folders
  • Doing any migrations from a PST to a server in New Outlook is not possible, I recommend you do it soon before you aren’t able to
  • You cannot export a PST from New Outlook, you can only add it
  • No categories, sorting options

Future thoughts

  • If you are moving your PST data to the cloud (MS servers, Google, etc) you can put your deleted items in a PST (for now) and then just add that PST and save yourself server space.
  • I will highly recommend though that any data you want to view in the future be moved to a server like Exchange/Google Workspace, etc. I can help with this if you need to migrate email from a PST to an online server.

New Outlook now supports PST files

| December 4, 2024

New Outlook now supports PST files

Just saw it yesterday folks! Please read this and if you need my help migrating data from a PST to a server so you can use the data more, please use the form below and get in contact.

  • Click on  the gear (settings) in the upper right corner.
  • Under “Accounts” you will see “General” and in that list will be “Outlook Data Files”

You can add your local PST files there, but keep in mind, all you can do is read the email. You cannot move, copy, reply from that PST. It’s view only. 

This PST feature might not last forever and it’s not that useful for Outlook super users. I have hopes that this might change but be prepared for a data migration to a server.

PROS

  • New Outlook is super fast for searching and discovery

CONS

  • Cannot reply, move/copy or do anything with the emails. New Outlook freezes when opening a large PST
  • Cannot view contacts/calendar/notes/tasks in a PST file, only email and folders
  • Doing any migrations from a PST to a server in New Outlook is not possible, I recommend you do it soon before you aren’t able to
  • You cannot export a PST from New Outlook, you can only add it
  • No categories, sorting options

Future thoughts

  • If you are moving your PST data to the cloud (MS servers, Google, etc) you can put your deleted items in a PST (for now) and then just add that PST and save yourself server space.
  • I will highly recommend though that any data you want to view in the future be moved to a server like Exchange/Google Workspace, etc. I can help with this if you need to migrate email from a PST to an online server.

We detected a problem launching the new Outlook

| November 28, 2024

We detected a problem launching the new Outlook

This error might launch when you toggle from New Outlook back to Classic Outlook (desktop application). I got this error when I was doing my testing from New Outlook to Classic Outlook. I clicked on the OK button and my Classic Outlook launched fine. If you click on OK and your past Outlook doesn’t launch, I can help you get back to it. Please use the form below to contact me. Due to my not knowing what configuration you had setup, I cannot give free advice on this error.