#14: Meetings are a drag

Last week’s rant on New Outlook’s stupefying licensing enforcement was quickly and neatly responded to by Microsoft Outlook Product Manager, Allen Filush, in a comment and more publicly on a blog post which had neatly been written the week before. Chapeau, Allen… Anyway, a new release of New Outlook also neatly deals with the issue and now allows you to add certain M365 subscriptions that were previously blocked, and should be available now.

The scourge of feature parity

One of the problems inherent in widely used software which has been around a long time, is that of technical debt. Microsoft saddled itself hugely with the effort of backwards compatibility in old versions of Windows; occasionally companies will take the other approach and sacrifice short term user pain for the benefit of moving forward quickly.

It’s never easy building a new application which is intended to take the place of the old, without necessarily replicating all the features of its predecessor. Cutting some obscure shortcut key sequence that application telemetry tells you 0.1% of the userbase ever invokes, will still annoy the 0.02% of those who do it every day. One such deprecation – if you want to call it that – is to be found in New Outlook.

A bit of Drag and Drop history

The metaphors of drag & drop were present at the outset of the Graphical User Interface, as an easy way of moving files around. Other forms of drag & drop have evolved since – like clicking on a tab in your browser, and dragging it off the window to launch a new window with just that tab in, or dragging browser tabs between open windows.

Edge even has an experimental new feature called Super Drag and Drop which lets you open a link in a new tab by dragging it as you click on it.

If you like opening other stuff while reading online articles, but want them to open in a new tab, just hold Control key down as you click on them, or enable Super Drag and do it with a deft flick of the wrist.

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To the chagrin of some Windows 10 users, one of the side-effects of the redevelopment / simplification of the taskbar in Windows 11 was the lack of drag & drop support; previously it was possible to drag a file from Explorer and by hovering it over an icon in the taskbar, that app would open up and let you open that file by dropping it in. That was no longer possible in initial versions of Windows 11 but was hurriedly re-implemented.

Outlook Droppings

One handy trick in Old Outlook, was when you wanted to turn an email into a calendar appointment. Some people like to use their calendar as a task list, so if they intend to reserve time for something, they might start from the email they need to work on. In the Outlook Heritage Edition™️ you could simply drag an email from your Inbox to the Calendar icon on the Wunderbar to generate an appointment in your diary with the contents of the email. It might throw away some of the formatting and the attachments etc, but at least it was a start.

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Try doing that in New Outlook and you’ll get less success. You’ll get a little “denied” icon if you try to drop your email onto the calendar node, so what to do? Copy all the contents to the clipboard, switch to calendar, create an appointment and paste the contents in… ?

Quick Steps to the Rescue

The old Outlook app had a Quick Steps capability where users could define easily-repeatable tasks, like moving an email to a specific subfolder, categorizing it or creating related tasks.

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The New Step wizard lets you select from a list of pre-defined templates, including picking up the content of your email and creating a new meeting or appointment with it.

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But that’s old Outlook, the one that might one day be replaced by New Outlook. Though some of the decades’ worth of Outlook functionality has been left behind, Quick Steps are not one of them.

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That said, not all of the Quick Steps templates carry over – including that thing with the Appointments seen in Dusty Old Outlook. But there is a workaround.

When you put something in your calendar, that’s an appointment. As soon as you invite other people or resources to it, then it’s now a meeting. They are handled differently even though they’re closely related – you save an appointment, you send a meeting request, for example. New Outlook can has a quick step that could be useful.

Create a new quick step (by going into Manage quick steps) and near the bottom of the list, you’ll see the option to Reply with meeting. You can add other stuff like assigning categories, putting in a description which will show in a tool tip if you hover over the quick step or give it a shortcut key if you want to use it all the time.

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When you click on the new quick step, it will add a new draft meeting to your calendar, insert the recipients of that email to the invitation, and copies the body text of the source message into the main part of the new meeting). It does a better job of formatting than the old Outlook version, but still dumps any attachments, sadly. (A useful scenario could be adding an email about an event with attached PDF tickets to your calendar, but you could always put the attachment in manually, later).

If you remove the attendees (and change the “Teams Meeting” toggle if that’s on by default), you can then simply save the appointment in your own calendar.

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There are other ways of doing the same thing, though the UI is somewhat inconsistent. In the preview pane, if you click the “…” ellipsis at the top right of a message, you’ll see the option to reply with a meeting or forward as an attachment.

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Open the message up in its own window and the ellipsis gives a single-click Respond with meeting option:

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#13: New Outlook gets in own way

Many people rely on email for their work, and in some cases the inbox and calendar are the primary tools they use. Gen Z’ers might put up a struggle on entering the workforce, preferring to commune via instant messaging or Tik Tok, but for the most part we know that email isn’t going away. Unless you have an alternative product to sell, that is.

The Outlook application that comes with Microsoft 365 and Office suite has been with us since 1997, but can trace some of its roots back some years before that. Students of history may want to delve into the writings of ex-Office supremo (who went on to bring Windows 8 upon the world), Steven Sinofsky, as he revisits some of the tensions between and the decisions being made by the various development teams. There’s a good one on Outlook’s gestation, or the one where BillG gets presented with the idea for the Office Assistant: 042. Clippy, The F*cking Clown.

In a trope briefly discussed last week, we all know how Microsoft has historically loved to use the same name for wildly different things. “Outlook” is one such case – at various times, the core application which has had quite different capabilities during its growth (especially the difficult second album version, Outlook 98) and the name was associated with a whole slew of other products and/or services.

In the Windows 95 / Internet Explorer 3 days, there was a free app called “Microsoft Internet Mail and News” which combined internet email – POP3, IMAP4 – and the long-dead USENET newsgroup infrastructure based on the NNTP protocol. This was rebranded as “Outlook Express” even though it had nothing to do with the main Outlook application; the actual executable file for Outlook Express was still MSIMN.EXE for its whole life…

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[Outlook Express … the solution for all your messaging needs…]

The Exchange Server that sat behind much corporate email added a web view of your mailbox back in 1996, called Exchange Web Access, later renamed Outlook Web Access and then Outlook Web App. As the functionality developed, so the old Hotmail.com service was rebranded Outlook.com, and the functionality of Outlook Web App for Exchange users and the free Outlook.com web client converged to a degree, as Outlook.com was moved to the same Exchange-based Microsoft 365 infrastructure.

Then there’s the mobile Outlook apps – Microsoft acquired email and calendaring companies Acompli and Sunrise Calendar, and folded their stuff into the highly-regarded Outlook mobile applications for iOS and Android.

Finally, when Windows 10 released, there were built-in Mail and Calendar applications; in fact, it was the same application under the hood, but it could be started with different criteria which would set how it looked. This app is still available in the Windows Store and came with OG versions of Windows 11. If you delve back to August 2018 and Tip o’ the Week 445 – Finding Modern App names, you’ll see how to find out what “modern apps” are really called within the system; as it happens, under the hood, the Mail and Calendar app was … ms-outlook.

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One Outlook to rule them all

There has been a long held dream in Microsoft of having a replacement for the sometimes creaky old PC Outlook application and the Windows 10/11 Mail & Calendar app, to bring them together under a shiny new application. Sometimes known as “Project Monarch” or “One Outlook”, this new version will use web technologies to effectively be running Outlook Web App but with offline capability, on your PC or Mac.

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Spot the difference? The New Outlook above has lots of mail accounts added with different inboxes etc pinned to Favourites. Here’s the same primary mailbox in Outlook Web App:
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The New Outlook for Windows has been available in preview for a while, and you might be getting nagged to migrate from Windows Mail to try it out, or if your M365 administrator hasn’t switched off the prompt, you could even be getting it in full-fat Outlook.

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Having been in Preview for a while, Microsoft announced in September 2023 that this new client is now generally available, and was to be pre-installed on latest versions of Windows 11. By the end of 2024, the old Mail & Calendar apps on Win10/11 will no longer be supported and won’t be available in the Store anymore. It could be a long time coming to migrate desktop Outlook users to the new-fangled version, but the signalling is saying it’s happening someday.

Check those horses

By all means, have a play with the New Outlook – it’s actually pretty good, if you don’t get 10,000 emails every day; in fact, if you have several accounts, it does a better job of keeping on top of them all than old Outlook does (though, arguably, not as well as Mobile Outlook, which lets you see a single Inbox view of all accounts). If you decide to go for it, then you’ll still have access to the Old Outlook app as well (should you need it), and if you’re moving from Windows Mail to New Outlook and don’t like it then the move back should be smooth too.

But currently, there is a gotcha. And it’s the cold hand of license enforcement mistakenly stopping play.

Users of certain M365 subscriptions – Business Basic, or Exchange Online Plan 1 as two examples, are being blocked from using the New Outlook as their license supposedly doesn’t allow it. There is a confusion having a license for a piece of software, and having the rights to use your software against a separately licensed service.

If you look at Compare All Microsoft 365 Plans, you’ll see that Business Basic include “Web and mobile apps only” for Outlook; another way of putting that is “you don’t get the Office applications on your PC or Mac” by buying that subscription. But what if you had the actual software already, through another route? If you have a M365 Family subscription, you can install the Office apps on 6 machines, and there’s nothing stopping you from connecting to a separately-paid-for M365 Business Basic mailbox from your legitimately-licensed Outlook application.

But New Outlook thinks differently. Trying to add a low-cost M365 mailbox gets you an unhelpful error:

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Raise a ticket through official support and you’ll be told “you can access your mailbox by upgrading to a premium subscription”. The irony of “Add all your email accounts” is also not lost (especially since free services like Gmail, Outlook.com and Yahoo! seemingly have no problem), but penny-pinching paid-for Microsoft 365 subscriptions do.

Looking at the Exchange Online Service Description

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The service that is being paid for should allow access from “Outlook for Windows”. Regardless of whether that means the full-fat Outlook app that you have to buy, or the freely available “New Outlook”, this document says you can access those mailboxes. But the New Outlook app is now enforcing something different.

Predictably, there are furious users on the internet. The Powers That Be have been made aware and are trying to think up an appropriate way round the issue, apparently. How about, don’t be a Doofus, Rufus? Excellent!

678 – New Old Things again

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In ToW 632 – New Old Things, the topic of the old version of OneNote getting some spiffy new features was raised. This week carries on the same theme in a different direction – some altogether new versions of old applications, which might be worth taking a look at, even if they’re not quite fully featured yet.

In the beginning there was Skype. Well, actually, before that there was MSN Messenger and its variants. Business environments then got Live Communications Server, Office Communications Server, eventually Lync, and finally the confusingly branded Skype for Business.

Teams came along from the left field around 6 years ago and from a real-time collaboration product point of view, swept all before it (at least in Microsoft), eventually replacing Skype for Business, as the pandemic turbocharged its adoption and appeal. Skype is still with us, with reasonably recent releases and even integration of the new Bing and GPT driven AI.

The thing is, the original Teams client grew up pretty quickly and though it has had lots of improvements, it’s never been especially resource-light, or quick. The Teams team (herein lies one challenge with its name) took the decision to start over and build a new Teams client, shiny and slick and running like greased clip_image003lightning.

If you feel like giving it a try, you may see a Try new Teams slider on the top left of the main Teams client window; clicking that will restart Teams by closing the old app and starting the clip_image005new. There are some features not quite there yet, but the list is being updated frequently as functionality improves. If you switch to the new Teams preview and don’t like it, you can quickly switch back – but you’re either/or running one or the other.

Outlook has a longer heritage – it came out first with Office 97 so has its roots in early/mid-90s code, and even if the core of the app has been re-engineered and the UX has had numerous polishes over the years, there are still occasional peeks at a Windows 95 era application lurking beneath.

There has been a push for some time to make the Outlook Web client a more viable alternative for many users, including showing Outlook Web in an Edge sidebar even when clicking a link from the PC desktop client. Functionality differs between the full-fat desktop, the web client and the various mobile apps.

There’s a “new Outlook” on the way, now too – previously codenamed “project Monarch” it’s supposedly been in the works for years, yet looks a lot like the web client that happens to run in a window – it’s available in preview now. It may end up replacing the variety of desktop, web and mobile apps, though that could take a while. In near terms, the new Outlook will likely supplant the default Mail & Calendar apps in Windows 11.

clip_image007You may see a Try the new Outlook slider on the top right of the main Outlook window; flicking that will restart Outlook in its new guise, however unlike the new Teams, it is possible to run both new and old, side-by-side.

clip_image009One way would be to make the switch, then on the new “Outlook PRE” icon that appears on the taskbar, choose to Pin it. Then flick clip_image011back and you’ll now have both old and new Outlooks available together. You could configure the New one to remove your main M365 email account, and just have your Outlook.com / Hotmail or now even a Gmail account, while leaving all your work emails in the old Outlook UX.

If you want to keep old and new Outlook with different account setups – business in the old, private in the new, for example – go straight to the Store and install the New Outlook app, then configure it as you like when it starts.

676 – Calendar spring cleaning

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As spring continues to emerge from its wintry slumber in the northern hemisphere, it could be worth spending a little time tidying up your Outlook calendar as well as spring cleaning your nest. The following applies to Outlook on the PC, though similar colour-coding concepts exist for Outlook Web App and on other platforms.

You could start by looking for “Ghost meetings” – those are ones where you’re the organizer, but none of the invited attendees have accepted your invitation. A good example is a 1:1 meeting when the other party is on holiday – they might have declined a meeting but you left it in your calendar.

clip_image004To quickly view Ghost (or maybe Zombie?) meetings in your calendar:

  • Download this ZIP file and open the downloads folder where it is saved.
  • Right-click the ZIP and choose Extract All then right-click the resulting file and Unblock it, so Excel will let you run the macro within (don’t worry, it’s perfectly safe). clip_image006
  • Now open the file in Excel. If asked, tell it you want to edit the file and allow macros to run, then hit the Scan Calendar button. You’ll now get a list of meetings to go and delete, or possibly to nag the invitees to respond.

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Another trick is to colour-code your appointments, either by setting categories on them individually or by using rules. This way you could quickly differentiate an appointment (ie something you put in your calendar to block out time) from a meeting (ie an appointment which you invited others, or to which you have been invited).

clip_image010Setting a colour category is a quick exercise once you have the categories defined – right-click on an entry in the calendar to pick a category, or you can set it from Categorize option on the Ribbon while creating or editing an appointment or meeting.

Rules are set by creating instructions that apply to the view you’re using; go to the View menu on the ribbon and choose the View Settings menu item.

This presents a somewhat old-fashioned looking clip_image012dialog box which lets you change the view, including using Conditional Formatting, where you define rules that will mean the select colour applies.

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In “My Meetings”, if your name is the organizer, then the meeting shows as green.

Explore the conditions dialog a little and you’ll see all kinds of things you can filter by. It includes a powerful advanced mode that will let you set a condition on any property of the meeting or appointment (so you could have different colours for meetings whose locations were in different buildings etc).

The “External meetings” condition above does require further hoops to be jumped through to get it set up, but it’s a one-and-done exercise. It involves adding a custom form to Outlook, which in turn exposes a new property called “Sender clip_image016Address Type” – if the value is SMTP, that means the message – or calendar meeting request in this case – came from outside, so you’ve been invited to a meeting organized by a 3rd party. The same field could be used to colour code your inbox so as to prioritize emails differently too.

To see how you could use the Sender Address Type to alter how your inbox is displayed, and for the instructions on how to install the form so that field becomes visible to Outlook, crank up the time machine and head back to Tip o’ the Week #275 – Prioritising External Email – Ewan Dalton’s Tip o’ the Week (tipoweek.com). Great Scot!

672 – Why your meetings are clashing

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Look at your work calendar for the next two weeks or so; if you’re a part of a multi-national organization that routinely has meetings with people all over the world, your nicely ordered diary might be a maelstrom of overlapping and clashing appointments. Welcome to the start of the 6-monthly Daylight Saving Time Shuffle! Of course, you might have clashing for other reasons.

Meetings in Outlook – apparently, other PIMs are available – are created in the time zone of the organizer. If you’re in London and have set up a weekly 4pm meeting, most of the time that’s at 8am for the people in San Francisco, but for the next 2 weeks it’d be 9am and therefore possibly conflicting with whatever else they had planned for then.

The topic of time and its zones has been covered ad nauseam on ToW passim, but it’s worth a quick reminder of what is ahead (and other countries / regions still do vary – see a summary of the global daylight saving time dates and regions, here), especially since the US has a habit of doing things differently to the rest of the world:

  • 12 March 2023 – Most of the US, Canada, Carribean enters DST (if observed)
  • 24-26 March – most of the rest of the Northern Hemisphere enters DST (if observed)
  • 2 April – Australia, New Zealand leaves DST

Practically, that means that today, a noon meeting in Seattle would be 8pm in London and 7am (tomorrow) in Sydney, but in a little over 3 weeks that would have moved to noon/7pm/6am and eventually settled back at clip_image004noon SEA and 8pm LON, but now at a refreshing 5am SYD.

Fortunately, the Clock app on Windows 11  has a “Word Clock” feature that lets you pin cities to the map and you’ll see what the current time is (and what the time zone offset is currently). You can also get a tabular view of what the relative time will be at any given date.

Windows Clock app

669 – Hazelnut in every bite

imageWhat has a hazlenut in every bite? That’s right, a Topic from the British sweetie shop of yesteryear, and nothing at all to do with what’s near Tufty’s nest. Sadly discontinued last year, due to falling demand, there’s no accounting for taste.

Topics are still available today to users of Microsoft 365, as a way of curating certain scraps of knowledge that they can share with other users within the same organization. The very first version of Microsoft SharePoint (codenamed “Tahoe”) had a capability that aimed to do much the same thing – “Best Bets” were a way for an administrator to guide the search experience so that if someone ran a query for a term, rather than returning hundreds of old PowerPoint files that contain that word, it would take the searcher to a more official site.

clip_image002Viva Topics – because everything is getting Vivafied just as in the days of Tahoe, every other product had Live and/or .NET in its name – is part of a growing family of “employee experience” offerings; it’s an addon to even the top flight Office Microsoft 365 subscription, but adds AI-powered discovery as well as the means to manually curate things.

After deploying Topics and assigning licenses to the appropriate users, topic pages can be automatically created based on the documents that exist already – the Search and underlying Graph services can identify subjects that look like are active, with people contributing to them through documents, conversations and so on. Codenames or location names, for example, could be quickly identified and suggested.

A Knowledge Manager could also be assigned to create or approve new pages; individual users could be empowered to do it themselves, though that might end up in something of a mess. Best practice would be to have some kind of form or email-based request, where a user would ask for a topic page to be created and they would then own the content within.

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Discovery is pretty easy – depending on how it’s set up, if the title of a topic is mentioned on a SharePoint site, it can be automatically highlighted on a pop-up card with which will give a summary of the topic, and a link to more the main page which contains furtherinformation.

clip_image006Topic pages themselves can be full of useful info; a search for documents or other pages that the SharePoint environment behind the scenes considers to be related, as well as specifically curated sources of information, contact cards for the people who are managing the project or involved with the customer, links to docs or other websites etc.

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Within Office apps like Word or Outlook, if the user highlights a word or phrase and chooses to Search for it, a sidebar in Office will run a search online and across internal sites for that word – this is avialable to everyone, with or without Topics deployed.

If Topics has been configured and the searched for term is a topic (or is one of the topic’s synonyms, or is otherwise related), then the user will see it fairly prominently in the search results.

Now who’s for some chocolatey nuts?

661 – Finding mail and slimming down

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Learning how to find stuff in email is crucial, since many of us get so much that we let it accumulate until eventually it becomes a problem. Sifting through the many cc’ed work mails, or finding the order confirmation email in your personal mailbox amongst all the other stuff, we’re more reliant on search than ever.

This is a topic that has been covered numerous times in previous ToWs – 573 – Searching in Outlook and 504 – Searching Outlook for example – but is worthy of a revisit since we may have a chance to pursue the fallacy that is Inbox Zero over the next few weeks. And maybe it’s a time to find and delete the special offer emails and once-in-a-lifetime invitations that may be clogging up our personal mailboxes too.

Work mail

Dealing with desktop Outlook on the PC, there are plenty of tools available to help you find specific messages, in fact there’s a whole toolbar full of them.

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As you look to search mail that meets your chosen criteria – it’s from someone in particular, maybe with a keyword in the subject, or that you know has an attached PowerPoint file, you’ll see that clicking the filters and options inserts the actual commands that will drive clip_image006the search, into the Search bar positioned at the window’s top.

Remembering a few of these means it’s quick and easy to search for mail from a person (you don’t need the quotes, really, and you could use just a part of their name) by typing straight into the box. ALT+Q (for query?) sends your focus straight onto the search bar, so if you’re a keyboard warrior, you could ALT+TAB to Outlook, ALT+Q and enter a search command, before your clip_image008 mouse-toting colleagues have even clicked a toolbar. While we’re at it, remember that CTRL+number jumps to the location on the (now vertical) icon bar on the left, so CTRL+1 will normally be mailbox, CTRL+2 is calendar, CTRL+3 contacts, and so on.

Commands could also be used to filter on properties of a message that are not so easily visible through the UI – eg from:ewan messagesize:>10mb or from:nico sent:”last week”. See here for more examples of the kind of thing you can type. Look under Recent Searches to re-run ones you’ve typed before.

Reducing Mail Bloat

clip_image010Is your mailbox size is starting to look under strain (look under the File menu to see how big your ‘box is and what the limit is)? With an active work mailbox in M365, it shouldn’t be much of a risk unless you genuinely never delete anything, but a quick way of identifying the big rocks and getting rid of them may be needed occasionally.

clip_image012clip_image014You could run a one-off search for all big mail as per the instructions above, or for extra control try creating a Search Folder. Expand the folder tree on Outlook’s left side, and scroll towards the bottom, to locate the Search Folders hierarchy, right-click on the top of the tree and choose New …

This will bring up a wizard which creates a query across your entire mailbox or other data file, but which looks like a folder; it’s visible only in Outlook desktop (ie not in web or on mobile) but can be a great way to locate stuff that might be filed away in the darker recesses of your mailbox.

You can choose from some set templates or do your own custom thing entirely. The age of this feature is somewhat given away by the default value for “Large mail”… click the Choose button and enter something meaningful (like 10000 for ~10MB).

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This should give you a few easily deleted big mails to at least get any short-term capacity problems dealt with.

Right-click on the Search folder and choose Customize… to give it a better name, or to tweak the criteria.

Home email

If you have a Hotmail / Outlook.com etc mailbox, there may be a more pressing size issue, as over a period of years you might have been signed up to a newsletter every time you buy something online, and without realizing it, those could account for gigabytes of data bloat on your mailbox. If every notification from Amazon or eBay is 400K, they soon mount up to a meaningful size.

clip_image018If you have a free Outlook.com account, you should have a 15GB mailbox quota and if you have the account associated to a Microsoft 365 home or work subscription, you’ll get 50GB.

To check, go into Settings and search for Storage.

The UI for Outlook.com is simple and effective, but one thing it doesn’t do a great job of is handling message sizes.

clip_image020Sort by size and you’ll see a group heading showing which emails are clip_image022the largest (displayed by default with the biggest on top), but nowhere can you find out what the actual message size is.

If you want to do a mass clean-out of your Outlook.com account, then you could try sorting by From, however the UI won’t let you click on the group heading to select all emails from that sender and make it easy to delete them.

The Windows Mail app on Win11 doesn’t offer Size either, not even to sort by.

clip_image024Sometimes, the old ways are the best – you get much more functionality if you add your Outlook.com account to full-fat desktop Outlook, allowing you to change the view, see and sort by message sizes etc. Oh, and yes, you can even set up a Search Folder too. Now, tidy away!

This is the last “regular” Tip o’ the Week until January.

If you’re still here next Friday, look out for next week’s special edition – it’ll be a belter.

660 – Contacts in D365 CRM

clip_image002Sales people tend to not like CRM systems very much. They are usually foisted on the poor folk who need to figure out how to get what they need out of them, while navigating a cumbersome and unhelpful set of behaviours and expectations. And that’s just the sales people – the CRM implementations can be poor too.

clip_image004If you have to use CRM, and you’re lucky enough to be using Dynamics 365 Sales (if not, you can get a free month’s trial), then there are some handy contact management tools worthy of a few minutes’ attention. First of all, the Outlook integration for the latest D365 CRM service means if you have an email from a customer or partner, you can track it and quickly add contacts on the email to the CRM system by invoking the Dynamics add-in.

clip_image006Click the Dynamics 365 icon in Outlook and you’ll see a sidebar show up on the right. The “Set Regarding” option lets you add the email to a customer record in CRM. Below that, if the contact doesn’t exist already, you’ll see the option to add it by clicking on the recipient’s name and hit the + button on the lower right.

Depending on the rules of your particular system, you’ll probably need to provide a job role and maybe some other fields, and you might not be able to associate that contact with an account yet – perhaps you’ll need to save it to Dynamics first, then make the association with the account to which the contact belongs.

clip_image008If the Account field is locked when you first add the contact, then once your contact has been saved in the sidebar, click the hamburger menu icon on the top left and look under Recent to open that contact again, then you should be able to choose the account name from that view, rather than fishing about in the main CRM UI for all the other added contacts.

clip_image010From within the same sidebar UI, you can fire up a more fully-featured view by opening it in a separate Dynamics window. From there you can more easily do stuff like matching the contact to one in LinkedIn, if you have Sales Navigator access; it’s a handy way of associating the two, though annoyingly it doesn’t automatically pick up the LinkedIn photo and associate it with the CRM contact.

clip_image012To set a picture for your contact, click on the circular initials at the top left of the name and that lets you choose a photo – ideally, you’ll have already saved the mugshot to your machine first, though if the image is online – a company website, for example  – you might be able to grab the direct clip_image014URL to the photo and paste it into the Upload Image dialog.

Getting images from LinkedIn can be a little more laborious especially if you’re doing this in batches. Here’s a fairly simple technique to make it easier.

  • clip_image016If you have LinkedIn Sales Navigator and it’s integrated to Dynamics 365, open the LinkedIn tab for your contact – assuming you’ve matched them already. Right-click on the profile picture and choose Save image as. Save it to your Downloads folder.
  • If you don’t have Sales Navigator, then try searching LinkedIn in another window, find your contact then open their profile. Right-click on their profile photo, choose Save image as, save to Downloads folder.
  • clip_image018Now back in D365, click on the initials back on the main contact page, to bring up the Choose Image pop-up. Click the Upload Image button, navigate to Downloads – change the view in the file picker dialog to “Extra Large Icons” to make it easier to find the right one – and select the pic you’ve just saved. Click the Change button and you’re done.

clip_image020clip_image022OK, so you have an image for each of your contacts – so what? Well, all the contacts you’ve just added should be visible in the Org Chart function which appears on the main toolbar of the Account. With a bit of dragging and dropping, you can quickly lay out the reporting structure for your known customer contacts.

clip_image024Handles will appear on contacts as you move them around, to help manage the way the chart is displayed and keep it simple. Save the chart layout when you’re happy, and you can show your boss how diligent you’re being at managing your customer relationship. Now, who wouldn’t want that?

655 – Like my email

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Every time you buy anything, stay anywhere or eat something, you’re peppered with requests to review and recommend whatever it was. If review / like fatigue has not yet set in, there’s now the ability to signal a reaction with emails in Outlook and M365.

The likey-likey feature is only present for emails in your own organization – ie. you can’t like that email that informs you’ve won the state lottery, or that your Apple ID has been compromised (though it is reported that sometimes the reactions do work across tenants). You can, however, send an appropriate emote to any email that originated from someone in your organization (even if there are other externals on it).

clip_image004In desktop Outlook, look for the smiley icon in the response area at the top right of a message in the preview pane or when you open it outright; Outlook Web App has a similar UI which might contain other extensions’ icons next to the smiley too.

There isn’t a could have been a clip_image006meeting or a please take me off this email button, but whenever you click on the like, love, laugh etc icon, the reaction is visible to the originator of the mail. (Happy Silver Anniversary, btw, Bedlam DL3hope you get on the EBC wall)

clip_image008clip_image010To see what people have to say of the guff you send, look at the Notifications icon in the top right of Outlook / OWA, and as well as any mentions you may have from people who can’t type your name without putting an @ in front of it,  you’ll see a summary of who has reacted to each message, and how.

clip_image012Alternatively, look in your Sent Items and if you select a message you can see what reactions it has had; there isn’t an easy way to show reactions in the table view so you could see which messages are the most popular without having to preview or open them up. It probably can be done – though likely a palaver for limited utility.

Here’s a challenge – if you’re a ‘Softie and you got this in email, react to the message and see if we can break the internet.
Thank you for all that you do!

653 – Bookings with me, you, everybody

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Ideally, within an organization where people are expected to work together, they will use tools that have been around since the 1980s and actually share their calendar with their colleagues.

Outlook users can usually see blocks of when someone looks free or busy, when looking in the Scheduling Assistant tab on a meeting, though it won’t show external attendees and unless the attendees have chosen to share their calendar details, you won’t see anything other than tentative, free, busy or out of the office. Hopefully, some eejit won’t have blocked everyone else’s calendars by informing their colleagues of an impending day off.

clip_image004When dealing with people in other time zones, there is a clue to whether they are likely to be able to join a meeting (quite apart from whether they have their calendar blocked or not) – the Work time setting is meant to show others what days and hours their expected work time is supposed to be.

Looking at the scheduling assistant grid, the light-grey area is supposed to be not-work time, and if there are any clip_image006lighter-coloured blocks, that means they’re free and open for booking. Individually, you might also see their time zone displayed in their Profile Card when clicking on the user’s name in Outlook, Teams etc. Again, this is available for people in the same organization, so when dealing with external parties another approach will be required.

A variety of 3rd party services exist to help people find time when others are free – a bit like a restaurant or hotel booking service, tools like Calendly or HubSpot (others are available) offer to expose your free time slots to selected external people, so they can find a slot that you are available and reserve it for a meeting with them. Office users could also use FindTime, which effectively sends a poll of suggested times to a group of people and gets them to vote on which one suits them best.

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There’s also a Bookings application which is part of Microsoft 365; accessible via the app launcher icon (the grid of squares on the top left if you login on office.com using an account with an active M365 subscription). Bookings is designed to manage scheduling across a group of people – like in a hairdresser’s salon, where multiple members of staff could be available on different shift patterns, but a simple web UI is presented to an end customer so they can find a time when their favourite snipper is available.

Regular ToW contributor Ian Moulster spotted a new addition to Microsoft 365 which appeared in July, and though it may have common underpinnings, it’s a different offering to Bookings – called Bookings with me.

clip_image010You might spot the Bookings with me notification in the top right of Outlook Web App, or try setting it up at outlook.office.com/bookwithme.

If available in your subscription, you can then set up a booking page with a menu of meeting types you want to accept – eg 20 minute 1:1 Teams calls in “public” (ie available to anyone who has your booking page URL – you might even add it to your email signature), or more specific meetings that are “private”, which you can choose to make available individually to sets of people. There are numerous of controls over how much time before and after the meeting, what days/times it can happen etc. Availability is synced with your Outlook calendar.

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When you share the booking page or private URL with people, they just find themselves a time that’s free, and either sign in with a M365 work or school account or give another email address. If the latter, they will get an email with a verification code to enter into the booking form (M365 users are presumed already clean), and after confirming the code, they’ll get a meeting request sent from your calendar, with location and/or Teams details.