RSSCategory: Outlook Support

Trello Private Expert Consultant

| August 5, 2025

Trello Private Expert Consultant

I have been supporting my clients with all the 365 versions since 2011, I haven’t had a need to refer out a lot of the requests until lately. Microsoft 365 is such a big bucket of products, it’s very rare to find one consultant who knows all the products at expert level. And this is why I have referrals, so we can all niche and support our clients together. A few of the 365 prodcuts are Planner and Trello. With New Outlook coming faster into our desktops, tasks are not avaible in the normal location and have been replaced with “To Do” and while tasks are still listed there, the world of tasks is changing. Your company might be intersted in moving to Planner and possibly Trello to help organize your tasks and projects.

I have met someone through my adventures of New Outlook marketing to take on the Planner and Trello requests. Typically I help my clients with desktop applications, security, domains, email delivery, Outlook and New Outlook, 365 Admin, Exchange, OneDrive and Teams setup, then I have referrals for other 365 products such as Excel, Azure, Intune and now Planner and Trello. To get in touch with my referral, please fill out the form below.

The current list of her trainings/configuration and demos are below.

  1. Get Started
    • Boards: Public or Private
    • Add List of Task: Todo, Doing, Done
    • Add Cards for Action or Information
    • Drag Cards into Sequence
    • Add Team Members
    • Copy and Paste to Instantly add Cards
    • Create Subtask Checklists
    • Cross-Project Links
  1. Attach Files to Projects/Tasks
    • file size limit is 10MB
    • upgrade to allow files up to 250MB
  1. Automation
    • Send Alerts/Notifications, even to mobile devices
    • Rules for Activity Changes
    • Schedule by time and date
  1. View Options
    • Board (Kanban) view
    • Calendar view
    • Planner view (your Outlook Calendar)
  • Email Cards directly to the Trello
  • Integrate with Other Systems (Outlook Calendar, Slack, Teams)
  • Link to Projects and Tasks
  • Print Tasks
  • QR code to Link others
  • Search by Keyword
  • Template Similar Tasks from Card to Card

Microsoft 365 Planner Expert Consultant

| August 2, 2025

Microsoft 365 Planner Expert Consultant

It’s not easy to find a Microsoft 365 Expert in general but it’s really more of a challenge finding one person who can help you figure out Planner. Do you also need help with Trello? Check out the info here

One of my colleagues offer this service, if you’re interested in a consult, please reach out to me first and then I will do an introduction. Not every consultant is what you are looking for, so I will try to see if it’s a good match first. With 365 changing often and New Outlook now coming, Planner will be the hot topic as tasks in Outlook Classic move to “To do” that does work with Teams Planner. Interesting times coming ahead!

Microsoft Planner Features an intuitive interface that is designed to track project tasks for you and internal or external team members.

  1. Add External Guests
  2. Attach Files to Projects/Tasks (Share Files)
  3. Automate to Send Alerts/Notifications
  4. Automate Activity Changes/Log
  5. Create, Assign, Track Task Status
    1. Subtasks, Checklists, for Granularity
    2. Cross-Project Links
    3. Timelines/Roadmaps
    4. Track Dependencies/Blockers
    5. Milestones
    6. Cards/Boards/Kanban View
    7. Share Gantt Chart
    8. Sprints
  6. Collaborate with internal or external Users
  7. Customize Workflows
  8. Drag and Drop to Add Board and Schedule
  9. Export Tasks
  10. Generate Reports
  11. Intake Form to Submit/Manage Requests
  12. Intake Form to Capture Project Brief
  13. Integrate with Other Systems (Teams, Jira, OneNote, SharePoint)
  14. Link Files to Projects/Tasks
  15. Manage Changes and Requests at Project- and Portfolio-Level
  16. Search by Keyword
  17. Template Similar Tasks/Projects/Stored Data
  18. Version Control
  19. View
    1. Calendar Team Comm/Event Schedule
    2. Cross-Functional Project Tasks
    3. Cross-Project Dependencies
    4. Cross-Team Dependencies
    5. Dashboards for Daily Standups
    6. Multiple Projects, Roadmaps
    7. Resource Allocation, Capacity, Workload
    8. Task Status Between Tasks
    9. Workflow
    10. Workstream by Person, Priority
  20. Vendor Support, Implementation, Customizations

Microsoft 365 Word Expert Consultant For Hire

| July 25, 2025

Microsoft 365 Word Expert Consultant For Hire

Hi folks, I happen to have met another consultant in my IT networking groups that has a lot of experience helping her clients with Word. I don’t get asked for Word requests often, but here is a list of things she can help with. If you need her help, please fill out the form and I’ll do a referral email to you and her.

Paragraphs

  1. Apply paragraph and section shading
  2. Use text flow options (keeping lines together)
  3. Sort lists, paragraphs, and tables

Documents

  1. Create and modify page borders
  2. Format first page differently than subsequent pages
  3. Use bookmarks
  4. Create and edit styles
  5. Create watermarks
  6. Use Find and Replace with formats, special characters, and nonprinting elements
  7. Balance column length (using column breaks appropriately)
  8. Create or revise footnotes and endnotes
  9. Work with master documents and subdocuments
  10. Create and modify a table of contents

Tables

  1. Embed worksheets in a table
  2. Perform calculations in a table
  3. Link Microsoft Excel data as a table
  4. Modify worksheets in a table

Pictures and Charts

  1. Add bitmap graphics
  2. Delete and position graphics
  3. Create and modify charts
  4. Import data into charts

Mail Merge

  1. Create main document
  2. Create data source
  3. Sort records to be merged
  4. Merge main document and data source
  5. Generate labels
  6. Merge a document using alternate data sources
  7. Mail Merge to Outlook for personalized email

Advanced Features

  1. Insert a field
  2. Create, apply, and edit macros
  3. Copy, rename, and delete macros
  4. Use advanced text alignment features with graphics
  5. Customize toolbars

Collaborating with Workgroups

  1. Insert comments
  2. Encrypt documents
  3. Create multiple versions of a document
  4. Track changes to a document
  5. Set default file location for workgroup templates

Microsoft 365 Word Expert

| July 23, 2025

Microsoft 365 Word Expert

Hi folks, I happen to have met another consultant in my IT networking groups that has a lot of experience helping her clients with Word. I don’t get asked for Word requests often, but here is a list of things she can help with. If you need her help, please fill out the form and I’ll do a referral email to you and her.

Paragraphs

  1. Apply paragraph and section shading
  2. Use text flow options (keeping lines together)
  3. Sort lists, paragraphs, and tables

Documents

  1. Create and modify page borders
  2. Format first page differently than subsequent pages
  3. Use bookmarks
  4. Create and edit styles
  5. Create watermarks
  6. Use Find and Replace with formats, special characters, and nonprinting elements
  7. Balance column length (using column breaks appropriately)
  8. Create or revise footnotes and endnotes
  9. Work with master documents and subdocuments
  10. Create and modify a table of contents

Tables

  1. Embed worksheets in a table
  2. Perform calculations in a table
  3. Link Microsoft Excel data as a table
  4. Modify worksheets in a table

Pictures and Charts

  1. Add bitmap graphics
  2. Delete and position graphics
  3. Create and modify charts
  4. Import data into charts

Mail Merge

  1. Create main document
  2. Create data source
  3. Sort records to be merged
  4. Merge main document and data source
  5. Generate labels
  6. Merge a document using alternate data sources
  7. Mail Merge to Outlook for personalized email

Advanced Features

  1. Insert a field
  2. Create, apply, and edit macros
  3. Copy, rename, and delete macros
  4. Use advanced text alignment features with graphics
  5. Customize toolbars

Collaborating with Workgroups

  1. Insert comments
  2. Encrypt documents
  3. Create multiple versions of a document
  4. Track changes to a document
  5. Set default file location for workgroup templates

Full list of support for monthly plan

| July 23, 2025

Types of requests I can help with:

 

  • Quick question via email or a quick phone call
  • Help with software purchasing & licensing
  • 15-min remote session to help with any issue
  • Training/How-To (how do I do this?)
  • Help with calling Microsoft, GoDaddy, other IT
  • 365 Administration
  • Microsoft 365 Business/Personal account management
  • Security setup help
  • Backup verification
  • Lock outs
  • Add a new account to Outlook/New Outlook
  • IT Audits/quick review of invoices/verify licenses
  • Security setup (setup new security, troubleshoot issues, help secure your accounts)
  • DNS help (SPF, DMARC, Microsoft, Google)
  • Account management assistance
  • 365 Admin account backup (For you if you get locked out/hacked)
  • Dropbox/Zoom/Teams/iCloud/Calendar and contacts sync
  • Any other issue I can figure out

Summary of Webinar: Outlook Classic vs. New O365: Avoiding Brand-Trust Issues in the Changeover

| July 19, 2025
Meeting summary for Outlook Classic vs. New O365: How to Avoid Brand-Trust Issues in the Changeover (07/03/2025)
Quick recap

Lisa and Tanya hosted a webinar focused on the transition from Outlook Classic to the new Outlook, discussing the challenges and changes associated with the update, including migration processes and security measures. They covered the differences between various email systems and emphasized the importance of preparing for the upcoming changes, particularly the shift towards cloud-based migrations and the eventual decommissioning of classic Outlook. The conversation ended with discussions about the limitations of the new Outlook and the need for businesses to adapt to new technologies, while Tanya offered services and encouraged attendees to participate in future webinars.

Next steps

  • Microsoft 365 Users: Set up and test global administrative account for emergency access as a backup to prevent lockouts
  • Exchange Users: Back up Exchange data through a cloud provider for data security
  • Pop/Imap Users: Consider migrating to Exchange before 2029 to prevent disruption when classic Outlook is decommissioned
  • All Users: Check domain DNS records using MX Toolbox to ensure proper email delivery
  • All Users: Test security access through incognito browser to verify current password and multi-factor authentication are working properly
  • All Users: Implement proper backup solutions – either through IT providers or Cloud Alley at $3/month
  • Meeting Attendees: Test new Outlook by toggling between classic and new Outlook interface if using Exchange to familiarize with the new interface
  • Lisa: Schedule follow-up technical webinar focusing on migration processes and technical details
  • Lisa: Continue developing New Outlook content on Patreon with 12-15 chapters and accompanying videos
  • Tanya: Share webinar recording and Lisa’s upcoming webinar schedule with attendees
  • Godaddy Office 365 Users: Consider migrating away from Godaddy to resolve email deliverability issues and gain full administrative access
  • Classic Outlook Users: Export data to PST files as backup before the 2029 decommissioning deadline
  • Susan: Continue backing up to PST files as currently doing

Summary

Outlook Brand Integrity Webinar

Lisa and Tanya hosted a webinar about the new Outlook, focusing on brand integrity and client trust. They discussed the upcoming changes to Outlook and the potential impact on businesses. Lisa shared her extensive experience in the tech industry and her expertise in Outlook. Tanya introduced Lisa as the “Queen of Outlook” and highlighted her knowledge of the new Outlook. They planned to cover questions and answers after the presentation and offer a special back-to-basics session at the end.

Outlook Transition and Migration Challenges

Lisa discussed the transition from Outlook Classic to the new Outlook, highlighting disruptions faced by users on POP and IMAP accounts due to Microsoft’s forced updates. She explained that users might encounter a new Outlook version after a reboot, which could lead to data loss if not configured properly. Lisa recommended migrating to Exchange to avoid these issues and provided a link for users to download Outlook Classic if needed. She encouraged attendees to ask questions and offered assistance for those struggling with the transition.

Exchange Migration and Email Systems

Lisa explained the differences between POP, IMAP, and Exchange email systems, noting that Exchange offers full synchronization with calendars, contacts, and tasks, while POP and IMAP lack this functionality. She highlighted that Microsoft is gradually transitioning users to Exchange, with the new Outlook 2029 version removing customizable features and requiring a migration process. Lisa emphasized the importance of preparing for this transition by ensuring compatibility with Office 365 and third-party apps, and she mentioned her upcoming Patreon content to help users adapt to the changes.

Outlook Migration: IMAP to Exchange

Lisa explained the process of migrating from IMAP to Exchange, noting that users can test the new Outlook by toggling between versions without risk. She highlighted that Exchange users can access their calendar, contacts, and autocomplete features, while IMAP users need manual email and contact migration. Lisa also discussed the challenges of managing multiple email accounts and the need for contact cleanup to ensure seamless integration. She emphasized that while new Outlook lacks some classic features, such as plugins, companies are developing apps to integrate with the new version, and Microsoft plans to phase out classic Outlook by 2029.

DNS and Email Delivery Best Practices

Lisa discussed the importance of maintaining up-to-date DNS records, particularly DMARC and SPF, to ensure email delivery and brand trust. She explained how to check these records using tools like MX Toolbox and emphasized that issues with Yahoo, AOL, and Google email services are often beyond users’ control. Tanya shared her experience with deliverability issues when using GoDaddy’s federated Office 365 version, highlighting the limitations compared to a direct Microsoft subscription, and Lisa recommended migrating to a full-featured Office 365 plan to resolve these issues.

Email Security and MFA Best Practices

Lisa discussed security measures for email accounts, emphasizing the importance of having a “break glass” global administrative account for emergency access. She advised testing Multi-Factor Authentication (MFA) regularly and moving authentication apps to new devices to avoid disruptions. Lisa also highlighted the challenges of updating security settings in new Outlook and the increasing sophistication of hackers, who are now exploiting phone and cookie vulnerabilities.

Outlook Transition and Data Migration

Lisa discussed the transition from classic to new Outlook, noting that while new Outlook is less configurable, it breaks less frequently. She emphasized the importance of backing up Exchange data, recommending cloud-based solutions like Veeam or Cloud Alley for businesses, and exporting to PST files for individuals. Lisa also mentioned that classic Outlook will be decommissioned by 2029 or 2030, and she advised attendees to start preparing for this transition by using templates and exploring new features in Outlook 365.

Outlook Migration and Knowledge Sharing

Lisa discussed her experience with the new Outlook and her efforts to learn and share knowledge about it, including her upcoming book and resources. She explained that Carbonate and Cloud Alley are owned by the same company and shared insights from her past work with Cloud Alley. Lisa also mentioned conducting an onboarding assessment for clients and migrating some of them to Exchange, while preparing for the transition to the new Outlook. Tanya expressed gratitude for Lisa’s contributions and highlighted the supportive tech community.

Outlook Update Challenges and Migration

The meeting focused on the challenges and changes associated with the new Outlook update, including issues with PST file exports and calendar sync. Lisa and Tony discussed the limitations of the new Outlook, such as the inability to import PST files, and the potential impact on their businesses due to the shift towards cloud-based migrations. Tanya offered a brand audit service at a discounted rate and encouraged attendees to sign up for future webinars. The group also discussed the importance of email and communication for businesses and the need to adapt to new technologies.

 

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