Explore the New Microsoft Outlook

Good afternoon and welcome everyone to today's learning objectives from the Center for Practice Management of the North Carolina Bar Association. I'm Kathryn Sanders-Reach and I will be walking you through the new Microsoft Outlook interface and what you can do with it and what you can't do with it. So I want to make mention that this product is going to be rolling out but we don't know exactly when. Right now I'm hearing late 2024, but don't quote me on that. I think they're still in development and giving people plenty of time to test and then remove it if they don't want to. And it's literally just a toggle back and forth. So if you go and try to use it, and if you have the button to use it, take, take a look at it, get used to it, and then submit your feedback and let them know what's working, what doesn't work, what features you're missing, and that kind of thing. So there is a link, and I'll send it to you with the materials, but kind of everything you need to know about getting started with the new Outlook for Windows, all the instructions. And this also has kind of a little chart that shows you the features that are available and the features that aren't available in the different versions of Outlook, not just the Windows and Windows 11 versions, but the Microsoft 365, the Mac, and everything else. And so it's a, it's a pretty nice comprehensive view of what all you can and can't do with this. The whole premise behind this is getting to a one Outlook vision, and that is because they have Outlook installs for Mac, Outlook installs for Windows, the home users, the browser versions, the Outlook for Business users. They have a whole bunch of different products they're trying to support, and so what they're attempting to do is come up with one Outlook for everybody, and that will give them the ability to ostensibly support it more effectively and everything else. If you haven't taken a look at this, if you've used Outlook in the browser, if you're a Microsoft 365 subscriber, just be aware that if you've used the browser, it looks pretty much exactly like the browser. There are some subtle differences, but it's not super new if you've ever checked out the browser version of Outlook in your 365 subscription, you're going to feel some level of familiarity, but you also know that anything that's running in a browser tends to be a little bit scaled back. So it's going to be cleaner, but then also not have quite the level of sophistication that you're used to from the software. So the first thing I want to do is go through some of the new or updated features in the new Microsoft Outlook, and again, we will be focusing on the Business Standard and Business Premium editions of Outlook. So for those who are subscribing to Microsoft 365 Business Standard or Business Premium, other users will have this interface, but I'm really focusing on the business end-user needs. So first off, let's just get a little bit of familiarity with the interface. Excuse me. So I'm going to go over, and this is my Outlook. And so first thing I want to do is, you know, you're used to this. Now we're going to go up to this upper right corner and we're going to toggle over. When you select Switch, if you haven't done this before, it is going to migrate a lot of your settings, your email, your calendar items, things like that. PSDs are not available in the preview Right now there is not support for a PST folder. We don't know if that's gonna come or not. So then it's gonna switch over, and what you see is the new interface. So a couple of things to be aware of when you open this up, it may open up by default with the simplified ribbon, so it's going to look even cleaner than it does now. I really need the ribbon, so you can go up here and click on this little caret and then click Classic Ribbon, and that gives you the ribbon in full view. One thing you'll note right away is there is no File menu. If you click on this hamburger menu, all that does is remove your Outlook folders from view. So you probably won't want to do that, and so there's not much you can do. And so where all of the settings and things that you're used to are is up here in the Settings button, and we'll go through that momentarily. So other things to be aware of when you mouse over an email You'll note that on the right-hand side, you've got some little icons so you can do things immediately— delete the email, pin the email, flag the email for follow-up. And then if I right-click on it, you have a whole lot of many of the same things you have in the ribbon, but you have them in a right-click menu. But the right-click menu is fairly different than the old right-click menu. Then if you open up an email, you'll see that you've got— instead of having a lot of tools in the toolbar and the ribbon, it's going to give you a bunch of tools up here, and then again, if you click More Actions, you get a whole lot of other items. So that's a, that's a pretty significant difference in how it looks. Then of course your calendar is over here, and your contacts look a little bit different, but they're still there. Groups are groups that you've created through Yammer or Teams. There's a couple of different ways to create Conversational Groups. If you're a To Do user, when you click on that now in Outlook, currently the older version, it actually will open To Do up in Outlook. Now it's going to take you to the, the browser interface, so that's something to be aware of. It is taking you completely out of Outlook. And then you've got Viva, Exchange, open up OneDrive, and more apps. Pretty much everything, um, from To Do on is going to open up in the browser, so that's just something to be aware of. So the first thing I kind of want to show you is how to insert files as attachments or as links, and it's pretty much the same process as it has been for a couple of years with Microsoft 365, except there's a new feature called Insert File. So let me show you that. So if I'm going to send a new email and you can still go up to attach file. You can pull a file from your local drive. If you use OneDrive, upload a document from a different file repository and share, and then it also shows you a couple of the more recent links that you've used or files that you've used. But if you type in here and you hit slash, first it shows you the most recent files you've dealt with and what you've modified, what you've sent, and lets you put those straight in there. But if you start typing in a word, it actually starts doing a search, and it's searching for— and it's just going to show you the last 3 or the most recent 3 that you've worked with that have that word in the file name. So if you know that you've just worked on a file and you want to send it, then you just click on this and it puts in a hyperlink. If you want to continue to add functionality, go and click on first who has access to this. So I'm going to choose, you know, people I choose in the organization with existing access recipients of this message or anyone. If I choose anyone, I can say they can edit, can view. If it's recipients of this message, I can click on can edit or can view. If I chose Word, it would give me another option. So let's do that. The Word document, you get one more option in here, which is— and we'll choose Anyone. If you choose Can Review, this basically sets up the document to share as a document that has only track changes and comments available to it. So this is a good way to send a document for review where they can't really make make any changes other than track changes and comments, and that's already got everything turned on for you. You can also change it with— put an expiration date. There's all sorts of other things you can do, and this is all because this is in OneDrive. If I want to make further changes, I can open this up and make sure that it is the document that I want to be sending. I can attach a copy instead of sending a link. I can change it over to a full URL, although I can't really imagine why anyone would do this. Edit the hyperlink, copy the link. So those are your options there. The other thing that I think is interesting is someone's name. What that does is it's looking for files that you have collaborated with or sent to someone with that name. So in this case, Kate Leahy, here's some documents we've exchanged in the last couple of days. So rather than going into your sent mail and trying to look for any attachments that you've, you've worked with this person on, you can just type in their name and see again the last 3 documents that you worked on. The next thing I want to show you is schedule send. This is something that you may know is already in Outlook, but you may not have used it. So in this case, if I want to attach this, then I'm going to go— and if I click Schedule Send here, it's going to give me the option to send it tomorrow morning, Sunday morning, just pretty random, or a custom time. And the reason you might want to do this is we're fairly Pavlovian about seeing new messages. So if I send this after hours, then Kate may not notice it in the bevy of emails that she has when she gets in in the morning. So if I send it at 9:00 AM, then hopefully that's one of the first things she sees that pops up in her inbox. The other thing is, if you don't want to tip somebody off that you're working late at night, you can always set your custom date and time to send that. It also has all these kind of smart warnings like you're missing a subject, so we'll add a subject and then send it. The next thing I want to show you is categories, and categories have been in Outlook for a long time, but they've actually made them a bit enhanced in the new version. So first thing is we're going to look at categories kind of holistically. So you will go into your Settings menu and then over in your General Settings, look under Categories, and you can see categories that you've created if you were using categories in old Outlook. Otherwise, there's just going to be kind of a list of generic ones. So I can create a new category, and let's call this category Follow-up, and you can give it color and click Save, and it appears here. Now you can edit any of these whenever you need to. You can remove them if you don't want to use them anymore, or in this case, I'm going to favorite this category. And when I mouse over it, it says favoriting adds the category to your folder pane, which is new. So when I click on that, you'll notice that it shows up in my favorites. So then when I want to select an email, I can go up here. This is something that I'll need to deal with, and instead of sending myself a task, um, or in addition to sending myself a task, what I can do is categorize this for follow-up, and then I can use this Move To button and I can say, Virginia, you have to know your— and if I mouse over this and select that, that has moved that email message into the folder. But I can click here and I don't have to go digging around in my folder structure, which obviously is very long, and I can see that this email is there unread. And it's also tagged Virginia State Bar. And if I go into my folder, which is way down somewhere, then it'll actually have the tag on it as well. So you can tag not only email, um, but calendar items as well. So in this case, I think this program is— I feel like it's— oh, well, I guess we could search for it. April 29th. If I double-click on it, then I can go in and categorize it for follow-up. So I could make a tag for Virginia State Bar and any emails that had to do with that, any events that had to do with that, and then when I click follow-up, you'll see that the speaker invite is there in my calendar and the email is tagged as well. So you can add categories and then kind of have them collected in your Favorites. So Categories is a pretty useful thing. You can right-click and add them. You can add them from the toolbar. There's a bunch of different ways. They make it pretty easy. The next thing I want to do is show you Search because Search is powerful and a little different than Search as it is in the old Outlook. So if we go up into the search bar, for one thing, you see this little kind of reverse hamburger menu menu. If I click on it, that's going to give you your advanced search where you can search specific folders or all folders, from, to, subject, date, whether it's been read, whether it has attachments, all that kind of good stuff. Or you can just do a generic search. I can search for all folders, just my inbox. I have the default set for all folders, so I'm going to type in Julie. I can look for Julie by this email address. I can look for her name. I can, you know, it shows you some immediate results. If I click on Enter, what happens is I can now see emails from Julie, from me to Julie. This is the person I work with. If you have multiple Julies, you definitely want to put that person's last name in. But I can also see, if I just show files, I can see all of the files that Julie and I are working with together. And then if you're using Microsoft Teams, you can also drill down into Teams conversations that you've had. If you go back over here to mail, then I can say I just want to see the emails with attachments and that are unread. So you can continue to filter down until you get what you need. This is kind of useful, especially if you don't remember all the words that might be in the search. With any good luck, this type of activity will be greatly improved with Copilot. But right now, search is a little bit better, I think, than it used to be just because it pulls in files and Teams. The other thing is if you want to look at the settings again, go into your settings and then go into General, and under Search, you can default all folders when searching from the inbox, all folders everywhere, or just the current folder. You can include deleted items and show the top 3 most relevant results or not. So those are your options there. Another thing that you can do is pin emails. This is new to Outlook on the desktop. It's something that's been in the browser version for a while. So say I want to go back to this email and read it. If I move it into a folder, I'll probably forget about it. If I flag it for follow-up, this one is not particularly an action item. So for a variety of different reasons, you may decide you want to select an email and pin it to the top of your inbox, in which case I can just click into it, go up into the ribbon, and click on Pin, and that pins it to the top. And until I unpin it, which I can do by right-clicking or just clicking on the pin, that moves it back down into the sort order that you choose, whether that's from, subject, or received. So pinning is nice because again it's just another way to make sure that you have email that you need to deal with at the top or something that you're going back to with frequency and you can pin as many emails to the top of your inbox as you want to. Sweep is another way of writing a quick rule. I'm not I'm not a huge fan of Microsoft Outlook rules because they can conflict with each other and sometimes don't run. And it used to be that there were rules that would run only when you're in Exchange, but one of the things about the new Outlook and the fact that it really is all web-based and there's no local Exchange server is that some things that you can do in Gmail, like write a rule that always works no matter whether you're in your inbox or not, you can do now in Outlook. So sweep, you have a couple of different options. Let me show you kind of what that looks like. So if I go up and I choose an email and I choose sweep, I can say messages from this person, move them from the inbox folder to— and in this case, I think I have a folder already Yep, I do. Move all messages from the Inbox folder into this folder, but I probably want to give myself a chance to see and deal with it first, so there's some other options. Move all messages from the Inbox folder and future messages, so that writes a comprehensive rule. And then this one, always keep the latest message and move the rest from the Inbox folder, that might be an option. But this is the one that I like the most. Always move messages older than 10 10 days from the Inbox folder. So I can deal with it and then it will self-move into that folder after 10 days. And so I don't have to go back and move it later. That's just going to happen. So it gives me a chance to review it, do with what I need to, and then it'll move. This is helpful for people on your team, clients, other things where you want to get it into the folder, don't want to have to take responsibility for doing it yourself and cleaning out your inbox. And so, you know, for the ones that it makes sense. This is kind of an interesting function. I don't need to give this much time except to say that in the settings under Calendar, you can save declined events. It will show the declined events on your calendar, but it will show your time as being free. I'm not entirely sure what that's about. But some people find it very exciting, so I thought I would mention it. Scheduling polls— this was an add-on called FindTime in Outlook, and now they've basically kind of embedded the functionality right within Outlook. It's no longer an add-on, it's just something that's in there. And so what this allows you to do, it's very similar to the product Doodle, is that if I need to invite multiple people to agree on a time, then I can create a little scheduling poll. So I'll show you what that looks like. So from up here, I'm gonna click New Email, and I can either do an event or a message. And then we're going to pick a couple of people. So we'll pick Julie. Julie's not in my organization, and we'll pick Kate, who is. And there's a reason that I'm making this distinction. And then we'll say "Time to meet." And then once we get into the body of the email, you can go to the Insert tab and then you can add a scheduling poll. And when you add the scheduling poll, you can go through and change the duration and then pick a date. No one is available today, so that being me, so click tomorrow, sort by availability. So one of us, Kate's available, but I'm not. So pretty much looks like I'm not available tomorrow. So that's helpful, and again, that's why I wanna make the distinction between someone who's in your organization who's using their calendar and someone outside. We don't know Julie's availability based on our calendar because her calendar is not available to us, but we do have availability to Kate's. So let's pick sometime next week, and it looks like we're all— at least Kate and I are available. We don't know about Julie, and if you need to see more detail, Kate and I are available, so I'm gonna pick 12:30, and then maybe Well, probably not 2 AM, and now I notice this is in AM. That's a kind of flaw. So it doesn't let you do meeting or work hours, which is kind of dumb, but at any rate, let's go ahead and assume that— all right, looks like we're available at 1. Click Next. If I want to go back and pick another date, And usually you want to add a couple of dates, but don't, don't do like 12 times because people get tired of trying to figure that out. Just pick a couple. And it looks like Kate's not available for most of the times there, so I'm going to pick a different date. And looks like we've, again, so you keep negotiating availability for the times that you know. Then you click Next. You can put in a location, you can choose a team meeting, you can also manage your poll settings. Basically, when you, when everybody reaches consensus and responds to the poll, the Earliest availability is the one that's gonna be automatically scheduled. You wanna hold selected times on your calendar, that way you don't accidentally book time over something and then find out that that's when everybody can meet and now you can't. Require attendees to verify their identity, up to you. Lock poll, up to you. Then I click Create Poll. When I send this out, everybody sees this time to meet. They click on vote and they can choose their availability. You can also see all of your polls going in here. So if I want to click on and see all of my polls, I can actually go and look at the details on this poll and all other polls that I've got by going into this link. It's outlook.office.com/findtime. So if you're using FindTime before, it's all there. You can see your open polls, completed polls, and expired polls. And you can see that I've used this quite a bit. And so we can go back and look at who attended, who responded, and so you can keep up with what's going on with your polls. So I find that very user-friendly, and the one caveat I would mention is sometimes people don't get them. Their spam filters eat them. So if somebody doesn't respond, don't hesitate to send them a separate email and say, hey, did you get get the poll because they might not have. I used to use Doodle, but Doodle, the free version, is so rife with ads that it's really hard to use on the phone. So I think that this is worth a shot to see if it could work for you. Another thing, if you are a Teams video conferencing user, there's a Teams recap that's built into Outlook now that I think is really handy. So if you've had a Teams meeting, then you can go in your calendar, find the meeting. So we're in April. So here's a meeting I know that I had in Teams that was in the past. So it was recorded. If I click on View Recap, I could go into Teams and see this, but if I don't want to have to go into Teams, I just want to be able to see this within my calendar, I can listen to the recording. I can see what the agenda was, any meeting notes, any chats, any tasks, anything that was done in the video conference during the time that we were meeting, some of these things won't be being used, but if it was recorded, you've got the recording. It's easy to go back to. It's also searchable because it's within Outlook, so you don't again have to get out into Teams to go looking for that kind of stuff. So that's what it looks like. There's another tool called Snooze. Again, this is in the browser version if you're familiar with the browser's version. But what you can do, and again, because we're kind of Pavlovian about new email, if I've got something that I— again, there's so many different ways to— I can flag it for follow-up, I can categorize it as follow-up, I can add it as a task, or if I just go just send this back to me tomorrow. Then I can click on this email and click on snooze, choose a date, and then it puts the last time you chose. So we'll do a custom date. We'll have it come back on a Friday when hopefully I have a little bit more time to read it. Save. Now here's what happens. It disappears from your inbox, but it hasn't gone very far because there's a folder created automatically called Snoozed. So in your folder structure, you can go down and you can see any messages that were snoozed and see when they're going to come back in. So Again, not, not too far away. And then if you want to unsnooze it, then you can click on it and you can unsnooze. So now we have a whole new word in our lexicon, the unsnooze, and it goes back into your inbox. There's another feature that we have This is something that I still think is a bit dangerous. It makes me a little worried that you even have it, but you're probably familiar with Gmail's undo, which gives you about 30 seconds to actually undo a message. So in Outlook now, there is an undo, not to be confused with recall. Recall is still there, but it's still as dysfunctional as it's always been in that if you hit recall, there's a lot of steps that are required for actually to work, and so it probably won't. In fact, if it's someone outside your firm, then they'll get a message that says that you'd like to recall it, and they'll definitely read it then. Undo's a little bit different. So what happens here is, say I'm going to send a new message. And if this has ever happened to you, you've attached something that you didn't mean to, or you sent it to the wrong person. So I'm going to click send. I have 10 seconds to recognize what I did, go down and click undo. When that happens, it pops you back up into the email. Now, if you've been paying close attention, you might notice that every single action that I do in the new Outlook has an Undo button at the bottom, whether that's deleting, whether that's, you know, anything that I, I've been doing, it gives me the option to undo the last action. So you'll note that oddly there's no Undo button. So we used to have Undo. Well, yeah, you do have it. But it's not going to undo an action. It's going to undo spelling or pasting or something like that. So the undo button is, is very helpful, especially if you realize within 10 seconds that you sent an email to the wrong person, not checked the CC line, or that you put an attachment to someone you didn't mean to. So another thing that they've added is the calendar and to-do bar. And I know a lot of people like to have a view set up where they have folder panes and reading panes. So you can still do that. You can still have a reading pane. You can still have your folder pane, your favorites, and all that. But I personally don't necessarily I don't feel the need to have a reading pane. I don't need a preview, I just need to get through it. And then density is another one they have. So you can do compact. My old eyes can't read that. Cozy is a little bit tighter. So I have chosen roomy, which if you're staring at the screen all day is probably the most comfortable view. But the other thing you have, in addition to being able to open your calendar on the left-hand side and see the full version of your calendar is this little pane. So if you look up in the top right, there's a button and you've got Calendar and To Do. And so Calendar is self-explanatory, that is your day. You can also say I want to see it by day or my agenda Since I can see it day, week, month in my regular calendar, I kind of like this agenda view. And then you can also say I want to see multiple calendars. So which calendars do I want to see in here? So if you need to see more than one calendar, you can put that all in this one place. Then if you look up here, there's another tab called To Do. This is To Do from Microsoft To Do, and so you have your tasks, but you also have My Day. You also have your flagged emails. You also have anything that's been assigned to you and so on and so forth. So this is everything from Microsoft To Do. If you want to actually go in and manage these tasks, especially if you're adding them from Outlook and you want to add an assigned date or a deadline, you have to go into Manage All Tasks. But one of the kind of interesting things is here in this calendar view is I can add tasks and new events pretty easily. So I just go down here and click on New Event. So again, you don't have to open and get out of your inbox. You can just go straight here. And then if I want to drag an email over into this, I can either add this as an event or as a task. And if I drop it into the tasks, there it is. Now, if I double-click on this, nothing happens. If I right-click on this, nothing happens. If I want to add a deadline to this, I'm gonna have to go and click and Manage All Tasks, and then this opens up Microsoft To Do. I'm gonna click on Task and there's the message. It has no assignment, and this is something that I'm hoping that they're going to improve the integration between Outlook and To Do because I need to have it tell me when to do something. So in this case, we're going to add a due date. And we're going to pick a date and we're going to say 24th and save. Now it will pop up a reminder. It'll show me that it's due or overdue, so on and so forth. And then we'll go back into there. It still isn't going to show you— well, now it shows you the due date. So again, if you're going to use this, I think it's helpful, but without going in and adding a deadline I don't think it does that much for you. And with flagged emails, flagged emails default to tomorrow. So again, not all that helpful unless you go in and actually manage a little bit. And again, going into the calendar. So that's, I think that's helpful in order to be able to see that without having to get out of your inbox. There's something that is becoming available in many of the Microsoft 365 applications called Loop Components. This is something that is rolling out, but what a Loop Component is, is if I want to go send a new message and I wanted to add an element of collaboration, and go into the body of it, and then I would go to Insert, Loop Component, and I can add a bulleted list or checklist or a progress tracker, voter, or Q&A, something like that. We'll just add a task list. We can add, um, I'll select myself, I'll select today, it's in my to-do bucket, um, We'll add me again. Okey doke. And when I send this, the person who receives it, if they make a change to that, it actually changes it wherever you put it. So if I insert that Loop component into a Teams message, or if I insert that Loop component into a OneNote notebook, it actually changes it everywhere. So in this case, if I want to add a task, um, I won't confuse my dear coworkers, and we'll do this for Monday, so on and so forth. What happens is this loop component, it's actually saved in SharePoint as its own little file, and you can go into SharePoint and see what's been added and who's added it. So I created the first one and then anything that's added, you see that it's been added by whom, but not by day when it was added. And you can see other Loop components that you've created. So this is just kind of a free-floating bit of collaborative content that can be inserted in multiple places. That was, this one shows you it's in Outlook. This one is in Teams. This one is in Teams. You can put them in OneNote notebooks, like I said. So this is, this is very new to most end users, but it is something that I think we'll figure out what it's good for. One thing to note, Copilot is now available for Microsoft 365 Business Standard and Business Premium. It was only available to the enterprise levels, E3 and E5, until this week. And now anybody can get it for the low, low price of $30 per user per month. So pretty much twice what you pay for Business Standard right now. I hope it's worth it. I haven't tested it yet because it's literally just become available this week. But one of the things to be aware of is that it's, it's an artificial intelligence built into Microsoft 365 that lets you do things like I could tell it, go through Outlook and find everything related to this and tell me what time I need to be there. Or we were negotiating between dates, which dates were suggested, or, you know, other things like that. Things that search just isn't going to be able to do, Copilot will be able to do. Summarize these, these, this email chain and suggest a response. All sorts of things. This is only going to work in the new Outlook. It will not work with the old Outlook. So Copilot, um, to be able to use that, you're going to have to embrace the new Outlook. Another thing that you can use is Bookings. They've integrated a little bit better with the new Outlook, and so I wanted to show you kind of how to find that. If you go up into your settings and you go into calendar and you click on bookings with me and then you click on this, I do not recommend that you start this from a new event or an email. I think you should go here and I'll show you why in a second. So that's gonna take you to your personal booking page. You can create firm booking pages. This is just a personal one. So we can choose whether they— we want this to be public. These will appear on your booking page, or private, only those with the link can view. So I'll make this one public, and we'll call this and we can actually add categories. So you can create multiple personal ones that you can add. So we'll just give it a label for fun. You can choose to have it default to a Teams meeting You can choose how long you want the default time to be and then use your regular meeting hours or custom availability. So let's do custom availability and say I only want to have these meetings available for this date range or on Tuesdays and Thursdays between— and I don't know why it starts at midnight, but let's say I'm only going to take these kinds of meetings between 1 and 5 on these days. So you don't have to make— this does two things. One, it restricts the amount of bookable time, and then it also keeps your calendar intact. If there's already something booked on your calendar for Tuesday between 1 and 5, it will not show as available. Click on Advanced Options. You can say buffer time before meeting, so I like to do an hour before a meeting and at least, we're gonna do an hour and 30 minutes after a meeting. And so on and so forth. Maximum lead time, so they can't put something on your calendar beyond 3 months, but you can change that to 14 days if you want to. Send an email reminder to the person who booked. An email follow-up. So you've got all sorts of different options, and then you click Save, and it is saved. And then you can go back. I want to save them. Once you've done this, you can publish it and you can get the link for it and then put it into Outlook. You'll have your personal booking page., and if you go back into your settings and calendar bookings, pick your page once you've created it, you can add the link to your email signature and it'll put that in there. So bookings is something that is— now you've got your personal booking page, or you can create firm booking pages where multiple people can be booked. You have all sorts of options with this, but that's kind of outside the scope of this, but it is something that people are more and more becoming used to being able to do. Storyline is something that they've added. It's a way to share information and thoughts and updates and basically interact with Yammer within Microsoft Outlook. I don't know under, you know, smaller firms are probably not using Yammer, but if you are a Yammer user, go test out Storylines. So when you get started, just be aware in the new Outlook you can add all of your email accounts. It used to be you could do this and then they took that away and now they've added it back so you can add in your Google, Yahoo, iCloud, and anything you can use for IMAP. So basically kind of any cloud email, um, you can do an IMAP into Outlook and see your calendars, your emails, all your other things from any other account that you want to. The other thing is getting your settings. So when you're in your mail first thing I would do is go in Settings and look at the different options. So you've got, um, this is where your automatic out-of-office replies are set up, where your signatures are set up, and then where you can set up your categories. If you've got mobile devices set up, then under General, you can change the appearance. You can choose a theme. You can choose how you get your notifications, search, all these things. So I would just go through all of these and look at what your options are, but one I do want to make sure that you see is under Mail for Customize Actions. So remember when I showed you that on the message surface, whether you're in— when you opened an email, you have all these little tools that you can use in addition to the stuff in the ribbon. You can actually add or remove these. So if I don't want OneNote to show in this, and you can see kind of a preview up here like that, these are all the things that I can add to it. So I'm going to click Save. Quick actions are these items that appear here on the right-hand side next to, kind of in that far right column. So if I want to flag, move to a folder, add a pin, things like that, take pin off, click Save. Now when I mouse over this item, I can type in a folder name and move that easy peasy. And you'll see, because I took an action, it gives me that undo option. So that's kind of it. There's obviously a lot more to play around with, but I wanted to finish this by mentioning what you're going to miss, or you might miss. So while you can do some customization, you cannot edit the ribbon. You can't edit what shows in the ribbon and all that, nor is there a Quick Access Toolbar. That's probably my biggest complaint right now is that I don't have a Quick Access Toolbar to add the tools that I use all the time. There is, as we mentioned, no File menu, so you can't say File, Save, and Email. The Import, Export, all those things— my understanding is some of this stuff is going to come back or it'll be in a different place, but right now there's no File menu. There is Quick Steps, but Quick Steps are not as fully functional as they used to be. There's a lot missing there. Quick Parts is gone. There are templates, so if you want to use a template instead of a Quick Part— so if I'm going to send a new message, I just drop my cursor in here and then I go to Templates, and I've set up templates, basically responses to frequently asked questions. If I want to add a new template, I scroll down to the bottom, click on Add, and save it. And then if I ever want to use that, I can just drop that in. So it's like a little clause library. And then if I don't— if I need to edit it, I click on this button If I need to delete it, I can delete it. So templates are taking the place of Quick Parts. That said, not nearly as strong and useful as Quick Parts. The ability to save a calendar as an ICS file is not there yet. If you have COM add-ins, anything that doesn't work in the browser right now won't work in the new Outlook. So if you have some of the Adobe plugins, SimplyFile is the one that was really bumming me out, but the COM add-ins are not going to work. And hopefully they'll figure out what to do and we'll get some of these add-ins that we like. The right-click, as you saw, was a bit different. You can't drag and drop over into from your email to the left. So it's a little bit different. I use the drag and drop, but honestly, I think you can drag and drop to a folder, but dragging and dropping feels like an opportunity for error to me. So it's probably just as well it's not there. There's no resend button, and I use that a good bit. I mentioned before there's no PST folders, so if you are migrating and you migrate, you will not see any of your PST folders. So what What you would have to do is move all the PST folders back into Exchange. Really, best practice at this point is that you have your emails in Exchange even though it takes up space. That way they're backed up. PST folders are not backed up. So ask your IT people why you have them set up in the first place. And then while you can have an IMAP configuration for external email, there's no POP. POP is, say I wanted to have all my Gmail appear in Outlook but I can't respond to. It's just basically a way to store it. They're not supporting POP anymore. If you don't like what you're seeing, you can switch back to the old Outlook, and on your way out, they will ask for feedback. Make sure that you give them feedback. They're not going to know what you like and don't like, so click on one of your options, type in what the issue is. If you want, you can check for solutions related to the feedback. So when I've typed in problems impacting affecting my productivity, and I put in Quick Parts or Quick Steps, check for solutions, and then they'll verify it's coming, it's not there, or it's there but you missed it. In this handout, I've given you a couple of links to some articles and videos for more information about this. And as always, if you have any questions or need to get in touch, please do reach out to me, and I will do the best I can to help you. Thanks so much for your time.