RSSCategory: New Outlook

New Outlook Workshops for Technicians

| July 5, 2025
Hi Folks, many of you know that I have spent 15 years in the tech communities helping and supporting techs around the world with Outlook issues, training and written eBooks. Now it’s time for my biggest adventure yet…I’m offering New Outlook Training for Technicians workshops free of charge. By 2029, Microsoft is ending life for Outlook Classic and switching to New Outlook. For my business, this is a huge change of everything I have been doing since I started my business in 2007. I’ve been preparing for the switch since 2022 and since last year, I’ve been helping clients prepare for the switch. It may seem early, but I take the opportunity with every client I help to tell them about what is coming. This is sales lead for later or some opt to do it sooner. Some clients actually enjoy the New Outlook so they are all done.
I have been reading what techs are saying on the forums and some aren’t touching it yet. If you wait too long, you might be rushing to learn later on and that’s a lost sale for you possibly.  Now might be the time to move your hourly clients to your MSP or your support plans. I will be offering a new support plan and launching it in the next month or so (beta). In 2029, my hourly work will change as New Outlook does not have any configuring or customizing that is most of the work I do now for Outlook clients.
These workshops are my way of giving back to the tech community by mentoring. It’s also giving me some practice on training workshop style to large groups, (hoping to do more in the future).
New Outlook is going to be a game changer for us who support clients and the more you know, the better you will help your clients. As a mentor, I’ll also be available to help with quick questions as you go along.
FYI: 
  • What is covered? Everything I can think of for a technician to need to learn on how to prepare for New Outlook clients, setting up 365 Exchange, Security, phone setup, and tips on how we can support our clients after 2029. I will be screensharing and showing you each step of the topic for the day.
  • Dates: Every Friday starting July 18th until we are done!
  • Time: 2:00 PM EST – 3:00 PM EST
  • Meeting: After each workshop, we can leave the meeting open for free chatting to talk shop, meet others, connect, learn
  • Recorded: All workshops will be recorded, if you chose to ask a question you can be on camera/mic and be included. I encourage questions!!
  • After recording: These workshops will be posted on my Patreon “New Outlook For Technicians” and posted on my YouTube. I’m working on a digital eBook and these workshops will be posted for others to learn in the future. I do not charge for the Patreon at this point. There is also a community chat in the Patreon so members can discuss topics (kinda like discord/slack)
  • My Patreon: https://www.patreon.com/c/NewOutlookForTechnicians
Topics I plan on covering
  • Microsoft 365 Setup, Domains, DNS, Mailboxes, Licensing, Global Admin
  • Outlook Classic Setup & New Outlook setup
  • Data Migration for POP/PST & IMAP –(most of the workshops will be about this)
  • Security/MFA
  • iPhone/Android setup
  • Contact Cleanup Tips
  • Tips for selling your services
  • Full video topic list I’ll be covering https://www.patreon.com/posts/videos-in-my-to-133630521

Fill out the form below to get started, I’ll email you an invite to the Zoom meeting.

New Outlook Training for Techs

Name(Required)
Type of IT Business
Are you familiar with supporting Outlook Classic
Do you have clients who have POP/PST or IMAP
Have you performed any email migrations to Exchange?
Have you setup a new 365 account in the past?
Are you familiar with iPhone or Android more?
Are you PC or Mac based?

Can you change the subject line in an email in New Outlook?

| July 4, 2025

Can you change the subject line in an email in New Outlook?

As of today, you cannot change the subject line in an email, you can though drag it to a calendar and change the subject line there.

Easy answer today folks, if you need any help with New Outlook use the form below.

 

 

Where are the Junk Mail options in New Outlook

| July 2, 2025

Where are the Junk Mail options in New Outlook

Hi folks, Junk email options have changed a bit for New Outlook. Check out my list below, should point you in the right direction.

  • Open New Outlook
  • In the upper right you see the setting gear icon
  • Click on it and a new window will open
  • Click on “Mail” in the left side pane
  • Then find “Junk email”
  • In that section you will find all the settings for changing your junk mail options

If you need any other New Outlook help, feel free to fill out the form below.

Want even more information or use other social media/communities?

 

Best Way to Export Contacts from New Outlook for CRM Integration

| June 29, 2025

Best Way to Export Contacts from New Outlook for CRM Integration

You can skip to the bottom for the instructions, much of this blog post is about exporting/importing and the different data types. 

This post in “in progress” and will be updated as I have new information about exporting and importing contacts to and from New Outlook. People will be needing to export contacts from New Outlook for a variety of reasons, moving to a new CRM, setting up Dynamics 365 (D365), moving to a new email server (Google Workspace to Exchange or vice versa) setting up a newsletter list, import into LinkedIn, etc. I’m writing up all the different export options for Outlook Classic, New Outlook, Mac Contacts, Mac Outlook contacts, Exchange contacts (OWA),  iCloud contacts, Gmail Contacts, Yahoo/AOL Contacts, iPhone and Android contacts.  I will also do import options next and do a section on categories. Categories are not matching up between all the different types found from my research.

Before doing any serious contact work (migrating to CRM, Dynamics), please read this post and understand how it works. It might save you some time working on it.

New Outlook Contacts does not export the same fields as Outlook Classic does. Microsoft Exchange, IMAP (This Computer Only) and PST contact data typically export to a standardized Outlook template with the same fields. This has not changed since I’ve been working in Outlook.

It’s also hard to write up a “how-to” as so many people have different types of contact data setup in New Outlook. This post is long but worth the read if you are having issues or want to learn. I will update this page as I have more testing results. This is the kick off of my whitepaper. Bookmark this page if you like, it will be posted on this page as well https://callthatgirl.biz/new-outlook-resource-guide/

Few things to note:

  • Fields that you are used to seeing a typical export template in Outlook  Classic might be missing in New Outlook
  • Fields you see in New Outlook contacts export might be missing all of your data (seen that happen), or have some of your custom fields missing (very common)
  • When you export out of New Outlook, the fields have some new fields that will not match in Outlook Classic (such as Surname, Given Yomi, many others).

THE TEMPLATE: 

  • You will see that this template is not a typical Microsoft Outlook Classic export template. The export is also missing “Title” and “Display Name” and at this point, before importing into a CRM or another database, I would highly recommend that you have a template for Outlook handy so you can change the fields (I have one here you can download). https://callthatgirl.biz/wp-content/uploads/2025/06/Outlook-Classic-Contacts-Template.csv

How each type exports and views: 

  • Outlook Classic –Imports all your fields, even custom fields
  • New Outlook –-Will export Exchange data, but exports to a new csv that does not follow the Outlook Classic, there are new fields added (Given Yomi, Surname, etc.)
  • Mac Contacts (testing in a few weeks)
  • Mac Outlook contacts (testing in a few weeks)
  • Exchange contacts (OWA) -Will export Exchange data, but exports to a new csv that does not follow the Outlook Classic, there are new fields added (Given Yomi, Surname, etc)
  • iCloud contacts –these can be exported from Outlook Classic with the iCloud for Windows installed. The data seems to match but the first/last name seems to be needing to be switched in the template before you export. I am testing exporting out of New Outlook now. Just like many people, my iCloud account is setup with an email I have already set up and associated with a Microsoft personal account. New Outlook will not allow you to add this account natively, you will need to make an alias in the Apple ID area. Confusing yes but can be done and keep both emails. Be aware that the iPhone might not see the first/last name the same on the iPhone contacts or Outlook app (seen that happen for some of my clients). It’s a view issue, data is fine.
  • Gmail Contacts –These contacts can be exported but most likely will not import into Outlook or any version correctly. I need to open my template and then fix the fields to match for importing
  • Yahoo/AOL Contacts –These contacts can be exported but most likely will not import into Outlook or any version correctly. I need to open my template and then fix the fields to match for importing. This export is my least favorite to fix.
  • Outlook App (iPhone and Android) –these are connected to the cloud and should not need to be exported/imported from phone.

Later for Importing: 

  • iPhone contacts –if these are “on my iPhone” these will have to be exported out through an app on the phone to get exported, cleaned up in a template and then imported

How to export contacts from New Outlook

Open New Outlook

Go to the “People” on the left blade

To go “Your contacts” and then you will see a “Mange contacts” on the right/middle area” (see image below)

Click on “export contacts” and right now you should only see an option for “All contacts” and it will export to a CSV file.

 

 

 

 

 

 

 

 

 

If you need my help, use the form below to get in contact.

How to Export Contacts Out of New Outlook

| June 29, 2025

How to Export Contacts Out of New Outlook

You can skip to the bottom for the instructions, much of this blog post is about exporting/importing and the different data types. 

This post in “in progress” and will be updated as I have new information about exporting and importing contacts to and from New Outlook. People will be needing to export contacts from New Outlook for a variety of reasons, moving to a new CRM, setting up Dynamics 365 (D365), moving to a new email server (Google Workspace to Exchange or vice versa) setting up a newsletter list, import into LinkedIn, etc. I’m writing up all the different export options for Outlook Classic, New Outlook, Mac Contacts, Mac Outlook contacts, Exchange contacts (OWA),  iCloud contacts, Gmail Contacts, Yahoo/AOL Contacts, iPhone and Android contacts.  I will also do import options next and do a section on categories. Categories are not matching up between all the different types found from my research.

Before doing any serious contact work (migrating to CRM, Dynamics), please read this post and understand how it works. It might save you some time working on it.

New Outlook Contacts does not export the same fields as Outlook Classic does. Microsoft Exchange, IMAP (This Computer Only) and PST contact data typically export to a standardized Outlook template with the same fields. This has not changed since I’ve been working in Outlook.

It’s also hard to write up a “how-to” as so many people have different types of contact data setup in New Outlook. This post is long but worth the read if you are having issues or want to learn. I will update this page as I have more testing results. This is the kick off of my whitepaper. Bookmark this page if you like, it will be posted on this page as well https://callthatgirl.biz/new-outlook-resource-guide/

Few things to note:

  • Fields that you are used to seeing a typical export template in Outlook  Classic might be missing in New Outlook
  • Fields you see in New Outlook contacts export might be missing all of your data (seen that happen), or have some of your custom fields missing (very common)
  • When you export out of New Outlook, the fields have some new fields that will not match in Outlook Classic (such as Surname, Given Yomi, many others).

THE TEMPLATE: 

  • You will see that this template is not a typical Microsoft Outlook Classic export template. The export is also missing “Title” and “Display Name” and at this point, before importing into a CRM or another database, I would highly recommend that you have a template for Outlook handy so you can change the fields (I have one here you can download). https://callthatgirl.biz/wp-content/uploads/2025/06/Outlook-Classic-Contacts-Template.csv

How each type exports and views: 

  • Outlook Classic –Imports all your fields, even custom fields
  • New Outlook –-Will export Exchange data, but exports to a new csv that does not follow the Outlook Classic, there are new fields added (Given Yomi, Surname, etc.)
  • Mac Contacts (testing in a few weeks)
  • Mac Outlook contacts (testing in a few weeks)
  • Exchange contacts (OWA) -Will export Exchange data, but exports to a new csv that does not follow the Outlook Classic, there are new fields added (Given Yomi, Surname, etc)
  • iCloud contacts –these can be exported from Outlook Classic with the iCloud for Windows installed. The data seems to match but the first/last name seems to be needing to be switched in the template before you export. I am testing exporting out of New Outlook now. Just like many people, my iCloud account is setup with an email I have already set up and associated with a Microsoft personal account. New Outlook will not allow you to add this account natively, you will need to make an alias in the Apple ID area. Confusing yes but can be done and keep both emails. Be aware that the iPhone might not see the first/last name the same on the iPhone contacts or Outlook app (seen that happen for some of my clients). It’s a view issue, data is fine.
  • Gmail Contacts –These contacts can be exported but most likely will not import into Outlook or any version correctly. I need to open my template and then fix the fields to match for importing
  • Yahoo/AOL Contacts –These contacts can be exported but most likely will not import into Outlook or any version correctly. I need to open my template and then fix the fields to match for importing. This export is my least favorite to fix.
  • Outlook App (iPhone and Android) –these are connected to the cloud and should not need to be exported/imported from phone.

Later for Importing: 

  • iPhone contacts –if these are “on my iPhone” these will have to be exported out through an app on the phone to get exported, cleaned up in a template and then imported

How to export contacts from New Outlook

Open New Outlook

Go to the “People” on the left blade

To go “Your contacts” and then you will see a “Mange contacts” on the right/middle area” (see image below)

Click on “export contacts” and right now you should only see an option for “All contacts” and it will export to a CSV file.

 

 

 

 

 

 

 

 

 

If you need my help, use the form below to get in contact.

Does Classic Outlook and New Outlook share any data files?

| June 22, 2025

Does Classic Outlook and New Outlook share any data files?

Some of my clients are emailing me questions about New Outlook and I am thrilled to see the questions. I’m going to post these questions in my website posts and then add to my New Outlook Resource Guide. https://callthatgirl.biz/new-outlook-resource-guide

Question for today!

Does Classic Outlook and New Outlook share any data files?

Answer!

Yes and No

  • For Exchange, IMAP, Gmail and Google Workspace they can share the same data on many devices/iPhone/Android
  • PST files can be open in both applications at the same time, PST will never sync with the cloud or another application, so it’s not recommended to have open in both Outlook Classic or New Outlook.

More Info:

Outlook Classic was very customizable and it had the capability of doing some amazing configurations. New Outlook does not have that at this time. New Outlook sets up with a connection directly to your email server, Exchange, IMAP and Google Workspace for sure connect this way. If you had POP/PST setup in Outlook Classic, New Outlook will not work the same way, at least not at this time. I recommend migrating your POP/PST emails and all data (calendar, contacts, notes, tasks, etc) to a Business Microsoft 365 account. Home users may opt to use Outlook.com.

Another easy answer folks! If you need help with switching to New Outlook or anything else, please use the form below to get in touch.