Tag: Microsoft Outlook Expert
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.
Microsoft Office Expert
If you are here seeking to hire a Microsoft Office Expert you came to the right place.
Lisa the owner of Call That Girl is an Outlook Expert and Exchange Migration Specialist. Her specialties include assisting clients purchase the right products for their team, back up their current Outlook profiles, migrate the server records, set up the new server mailbox in the current Outlook profile (So your settings all stay the same), fine tune your Outlook to be as exactly as it was, then assist with the phone setup and a bit of Exchange training.
Need other Office experts? I know plenty! Below is a list of numerous experts I work with that takes on requests outside my wheelhouse
OneNote
OneNote Training
Outlook Business Contact Manager
Outlook Training
OneDrive
SharePoint desktop configuration
Exchange Server
Exchange migrations
MigrationWiz
Dynamics CRM
Azure
Power Bi
Access and Excel
PowerShell
PowerApps
SharePoint & Migrations
Teams
E5
PowerApps
Cyber Security
SQL, PHP and .NET & Web Apps
WordPress & website migrations
WordPress security
GSuite and old Google Apps
Linux
Firewalls/VPN
Lotus Notes
Groupwise
Leave us a note in the message below and Lisa will get back to you. Thanks!
Hybrid Exchange Migration Expert
If you are here seeking to hire a Hybrid Exchange Migration Expert you came to the right place.
Lisa the owner of Call That Girl is an Outlook Expert and Exchange Migration Specialist. Her specialties include assisting clients purchase the right products for their team, back up their current Outlook profiles, migrate the server records, set up the new server mailbox in the current Outlook profile (So your settings all stay the same), fine tune your Outlook to be as exactly as it was, then assist with the phone setup and a bit of Exchange training.
Lisa has years of experience with migrating small companies. She does all of the work by hand and does not use migration tools. You and your company will have as seamless of a migration as you can get, there are always technical issues that can arise, but Lisa is also a technician and has a team of helpdesk techs if issues arise.
You are in good hands!
What if your team is larger than 12 people? Lisa has a referral for you, contact her at lisa@callthatgirl.biz
How it works
- We back up the email, calendar and contacts the day before the migration
- Next day, we do the server records changes
- Lisa gets right to work, remoting in and setting up the new accounts and getting your Outlook like it used to be.
- Lisa will help with phone setup (Instructions are also sent prior to migration for those that will not be available)
- Lisa offers Exchange training
Pricing
- $350 first mailbox/$250 add’l
- To be priced during consulting based on number of team members
- $499 4 hour support ticket (optional)
Want more information about your migration? Check out my FAQ here!
Contact us today, Lisa offers a free 15 min consult. Call That Girl is a break/fix on demand support company. We do not write proposals, we offer the same service to every client and our prices are listed here.
