Tag: Microsoft Outlook Expert

Microsoft Outlook PST Expert

| April 13, 2024

Microsoft Outlook PST Expert

I have been working with PST’s since my old days in corporate. I know just about everything about PST files. I work as a Microsoft Outlook Expert and you can see my repair list on my home page above.

Below is a list of issues I can help with. If you have an issue outside of this list, email me. Happy to talk for a few minutes to see if I can help. Lisa@callthatgirl.biz or schedule an appt with the form below. Keep in mind that any PST issue might take time to work on. I always make a backup of the PST if I can to preserve the original PST. Very important!

Take note: Microsoft plans on ending Outlook desktop application in the next 5 years, so at some point you will need to migrate your PST files to a Microsoft Exchange Server, or another online/cloud email server (IMAP) and I’m happy to explain this to you in our initial consultation. No need to worry now, but it’s coming in time and desktop Outlook will be replaced with the New Outlook. I can assist with this when you need me! 

  • Missing PST files
  • PST Repair Expert
  • Creating new PST for backup or archives
  • Managing many PST files
  • Migrating PST files to Microsoft Exchange
  • Transferring PST to Microsoft Exchange
  • PST Data recovery
  • Corrupted PST
  • Outlook OneDrive PST issues
  • PST over the size limit
  • PST repair

Can you setup Microsoft 365 Exchange and Google Workspace in the same Outlook profile

| October 17, 2021

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

| October 9, 2021

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

| October 1, 2021 | 0 Comments

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:

How to use Microsoft Outlook as a CRM

| September 21, 2021

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.