RSSCategory: Outlook Support

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”

 

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.

How to contact Microsoft 365 Business Support

| May 11, 2025

How to contact Microsoft 365 Business Support

To put a ticket in with Microsoft (“MS”) Support:

  1. Log into your MS office portal by clicking on this link:  www.office.com
  2. Click on the “Admin” icon on the left hand side
  3. Scroll down in the navigation bar on the left side, and find “Support”
  4. If you don’t see “Support,” click on the:  “. . .  Show all”  to find “Support”
  5. Click on Support
  6. Click on “Help &  support”
  7. A new dialog box will open on the right hand side titled:  How can we help?
  8. Type a detailed description of your problem into the box labeled Example, and click on the right hand arrow
  9. Follow the suggested solutions presented.
  10. If they don’t address your problem, then click on Contact support
  11. Under Choose a contact method, if your issue is critical, click on Phone and input your phone number to receive a call back
  12. In the opened dialog box, input a detailed description of your problem
  13. Confirm your direct contact phone number using the format:
    Country Code (USA = +1); Phone No: 555-666-7777
  14. Enter your MS login email address
  15. Under Attachments, you can add a screen shot of your problem if appropriate
    1. Take your screenshot
    2. Save it to a folder on your system with a brief descriptive file name (in a basic format extension like: “.jpg”)
    3. Then click on the blue link:  Add a file or screenshot or video
    4. Navigate to the folder containing your screenshot or video
    5. Single click/select the file
    6. Then click on Open
    7. The file name should be loaded into the Attachments section (sometimes it doesn’t work; abandon after 3 tries)
  16. Under Preferred settings:
    1. Enter your preferences
  17. Finally, click on Contact me
  18. If you selected to be contacted by phone, the calling number you receive is typically from Bellevue, WA, USA:
    +1 (425) 635-2970  (Microsoft Customer support)
  19. The Support agent will ask for your permission to download a screen share link to your computer. Remember that this agent called you in response to your support request and input phone number.
  20. If you selected an email response, it will come from an MS email address

Outlook Sync Specialist Small Business

| March 19, 2025

Outlook Sync Specialist Small Business

Seamless Outlook Synchronization for Business Professionals

In today’s fast-paced business environment, staying connected across all your devices isn’t a luxury—it’s a necessity. If your Outlook email, calendar, contacts, or tasks aren’t syncing properly, it can disrupt workflows, impact productivity, and cause unnecessary frustration. I specialize in professional Outlook synchronization to ensure your data is seamlessly integrated across all platforms.

Comprehensive Outlook Sync Solutions

✔ Outlook with iPhone & iCloud
✔ Outlook with Android devices
✔ Outlook across multiple computers
✔ Outlook with Gmail & mobile devices
✔ Outlook with Microsoft Exchange & mobile devices
✔ Enterprise-level synchronization & data migrations

Synchronization Options

  • Microsoft Personal Accounts (Free, or $99/year for expanded storage)
  • Microsoft Business Exchange Accounts ($4–$6/month for enterprise-grade sync)
  • iCloud integration for Apple users
  • Third-party synchronization solutions for Gmail & Outlook users

Service Details & Pricing

💼 $299 per hour – Most migrations take 1–2 hours, depending on complexity.

How the Process Works:

1️⃣ Initial Consultation – A detailed assessment of your setup to ensure the right configuration.
2️⃣ Implementation & Migration – Seamless execution with minimal disruption to your workflow.
3️⃣ Testing & Validation – Ensuring everything functions correctly before completion.
4️⃣ Post-Migration Support – A scheduled follow-up to address any remaining concerns.

Why Work With Me?

✔ Data Security First – Your data is always backed up before any changes are made.
✔ Efficient & Reliable – Minimal downtime so you can stay focused on your business.
✔ Corporate-Grade Expertise – I work with professionals, small businesses, and enterprise clients to optimize Outlook environments.
✔ Hassle-Free Scheduling & Payment – Book your first hour via my online calendar; payment is processed at the start of the second hour (no invoicing required).

If your Outlook sync issues are slowing down your business, let’s fix them—efficiently and securely. Schedule your session today!

 

« Previous Page — Next Page »