Tag: Microsoft 365 Exchange Expert
Can you setup Microsoft 365 Exchange and Google Workspace in the same Outlook profile
Can you setup Microsoft 365 Exchange and Google Workspace in the same Outlook profile
This is a yes and no answer.
If you want Microsoft 365 Exchange to be the default, then Google Workspace will only work if you set it up as IMAP. The calendars and contacts will not sync from Google Workspace to the Outlook profile. But you can setup a calendar and use a 3rd party syncing product such as Gsyncit to do that.
Why is this? Microsoft likes it’s own product better, so it wins.
Next up:
Can you setup Google Workspace and add a Microsoft 365 Exchange account?
Yes and no, it will work but you will have some bugs and find some challenges. Such as calendars not working, might not be able to email from the Exchange account. Pretty much, Microsoft wins again here.
Option:
Setup the Google Workspace first, then setup Microsoft 365 Exchange as IMAP. No contacts and calendar will sync, I don’t know of any products out there to sync up but Code2 might have one.
Can you have it all? No, sadly. I rework Outlook the best I can but there are always struggles with Microsoft and Google programs, and if you have a Mac, welcome to the trifecta.
If you need my help setting up your Outlook, use the form below
Microsoft 365 Exchange Connectivity Issues with Outlook Nov 1
Microsoft 365 Exchange Connectivity Issues with Outlook Nov 1
I asked some clients to join me in a open discussion Q&A of what can potentially happen on Nov 1 if you’re using older Microsoft Outlook versions with Microsoft 365 Exchange.
20 min, I talk about what I know, what to prepare for and options to buy online.
You can watch the video here on my YouTube
Expert Microsoft Teams Trainer
Training With Lisa: Microsoft 365 Teams
You don’t want to go it alone when it comes to Microsoft Teams.
Your company has invested in this powerful tool, but without proper setup and training, it’s like you just bought a restaurant but have no idea how to cook. You can figure out how to turn on the burners, but how do you go from there to managing a functioning kitchen and serving your guests? My Teams training gets your front-of-house and back-of-house coordinated and running smoothly.
What I’ve Learned
Based on my years of working with clients, I recommend scheduling a one-hour session with the department lead in order to review your OneDrive, SharePoint, and Teams configuration. Proper setup depends on your goals, and it’s critical to get this figured out before training employees.
During this initial session, I’ll prepare a list of topics to cover with each employee and then share a link to my scheduler so employees can book their own 30-minute sessions. Some people will need only a few minutes while others will want more handholding. Everyone should book a session! Sometimes people don’t know what they don’t know.
Note: If I come across technical issues with desktop synching during employee trainings, I will reach out to the department lead before starting to repair it. You will have the option to add the repair time to the invoice.
Training topics we’ll cover:
- How to create your first team correctly
- How to set up channels
- How to add internal members as well as members outside your organization
- Tabs for shortcuts and other 365 add-ins
- How to upload data to the correct team
- How to synch with your desktop
- How collaboration works
- How to ensure security
- How to backup your Teams to the desktop
- How to do an online 365 backup
- How to restore data/version history
Bonus topics!
- How to set up meetings in Teams and Outlook
- Mobile device setup and tips
To schedule a consult or leave a message, use the contact form below:
Microsoft Home Use Program
Microsoft Home Use Program
Now you can invite employees to sign up for the Microsoft Home Use Program
There is still a lot to learn about this program being offered to business 365 account holders. I got this message yesterday, heard about it a few days ago. I’ll update this blog when I have more information but here is what I know right now:
- These have to be configured in Azure, if you don’t know how to to get to Azure, I can help
- If you have an IT provider that pays for your licensing and you pay the IT provider, they will be the ones who have to setup the accounts
- This might be something that is not covered by the contract, so expect extra billing for the family accounts
- I will also assume these accounts will not be supported by the IT provider under the contract, this is something you will want to ask
- If you are a customer of mine on plans with Appriver, I am checking on this now to know more about their sales and support.
- Expect confusion with accounts of your family members if they already have a Microsoft 365 home account (this includes msn.com, outlook.com, live.com, hotmail.com, etc)
I’ll update as I have more information. If you want to contact me, please email lisa@callthatgirl.biz or call 612-865-4475
How to use Microsoft Outlook as a CRM
How to use Microsoft Outlook as a CRM
Many of my clients are heavy Outlook users, almost since the day Outlook was launched. They love it, live in it and consider it their own technical house. But they want everything to work together, inbox, calendar, tasks, contacts with their phones and devices.
Flowing the inbox emails to calendar and task events to managing your contacts all can be done with Outlook where you are essentially creating your own CRM system. If you own a business, you are in sales. If you own a business, your work has workflows and processes. If you are interested in learning how I can help you turn your Outlook into your own CRM system, here is how it usually works.
In our first appointment, I remote in and see what you are doing now, review your settings and then create a game plan for you and your team.
Then I can continue to work with you or the owner to construct the new work process you want done, I’ll teach you all the configuration tricks, templates and how 365 can work with this too, including sharing data with your employees.
Once the configuration and processes are complete, you can decide if you want group training or private one on one. Some users learn at different paces, but the most important part is having everyone follow the new process so it works. The time you spent getting this system up and running is an investment in your company.
To schedule a consult, use the form below and I’ll let you know I can help. Or you can just schedule your first appt too.
