Outlook and Phone Synchronizing Process

If you’re interested in hiring me to assist reconfiguring your Outlook to sync with your phone (iPhone or Android), here is a list of the work I need to do to complete the request and how the process works.

Please know upfront that this is not a simple request, it will be a minimum of 2 hours and could (and most likely) will be over 2 hours if you have a lot of iCloud, email and contacts, calendars in different platforms.

These requests are not typically done in one session, expect a few sessions each under an hour and a follow up appointment at the end. This is a one time “surgery” so you should not need to do it again unless you want to move to another Exchange account. My follow up appt includes testing and any questions you have. I also keep detailed notes so the next time you call, I will know everything from this session. All the backups I create will be saved your documents folder.

Please have all of your account passwords ready before we start.  If you can use a different phone when we configure the phones it’s best.

I provide best effort for iCloud. I do my best to extract all the data out of iCloud and merge with your other contacts and calendars, some times I cannot get the data and we figure out another solution.

You will be 100% involved with this request as it’s your data, Outlook and phone. I do all the work, you can relax. The more questions you ask, the longer the work will take to complete.

I offer 2 types of data migrations and for one person or small businesses I may do the work myself. For larger teams, I refer the work to my vendor, and I do the prep work.

• For home users, we use a free Exchange server
• For business users, we use a 365 Business Exchange server

The Process

• I will do my onboarding, let you know of any potential issues
• Backup the data we will be migrating to your new Exchange server
• Reconfigure Outlook
• Then setup new Exchange, add other email accounts
• Import data
• Let synchronize
• Clean up folders, extra data
• Setup phone
• Fine tune
• Follow up and aftercare

Category: Outlook Support