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Office 365 for the Real World Webinar

Office 365 for the Real World Webinar

Office 365 for the Real World Webinar

Have you ever wondered how other businesses utilise their business software? The Office 365 suite offers so much capability in powering up your business with a great range of tools available, sometimes all it takes is to have a wider knowledge on how to utilise them. Watch our webinar replay to see how other businesses are using Office 365 to reduce costs and increase efficiency.

In this webinar, Mia McIntyre talks about case studies of real businesses who efficiently make their existing Office 365 tools work for their organization, rather than having to pay for external subscriptions and remember multiple logins. Have a watch of the replay, and there are further notes below.

How Other Businesses are Using Office 365

File Storage and Sharing

Company: Sovereign Property Development

  • Property Development Firm
  • 15 staff and growing
  • Were paying Monthly or Annual payments for Dropbox accounts

Having to share files throughout the team and to external parties can be a tough job and an expensive one too. However, Microsoft’s solution to this is Sharepoint (for business files) and OneDrive (for personal files). These tools only require a single log in and let you efficiently and securely store, manage and share your files in the cloud, through to the organisation and to external people.

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A lot of people get confused with the functionality of these two tools. They are both cloud storage options and are very efficient with file sharing but their difference lies on their purpose:

Sharepoint

  • This is where business data is stored
  • It lets you choose who has access to the data
  • It is a single source of truth – only one true document, rather than multiple versions

OneDrive

  • Can be an alternative to your internal hard drive storage (Local Disk C:)
  • Can be automatically synced to your local storage

 

Feedback Forms and Surveys

Company: Healthy Helpers

  • Health Consultancy
  • A team of 42
  • Uses a paid SurveyMonkey subscription to send feedback forms to clients and exports results into Excel

When it comes to capturing feedback from our clients, the Office 365 solution is Forms, with the additional functionality of Microsoft Flow to export the data into other programs. These apps are already included in your Office365 suite.

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Forms

  • Simplified form creator
  • Offers Anonymous feedback

Flow

  • Automation tool
  • Captures form information to bring into another environment (e.g email, newsletter, document, etc.)

 

Managing Tasks

Company: Good Change

  • Not-for-profit organisation
  • Many volunteers and staff
  • Currently uses Trello to track team tasks

When it comes to task management, there are a lot of tools that stand out and there is one in your Office 365 suite. It can be a headache to set up a new account to track the tasks of a fresh employee onboard but Office 365 has a solution –that is Planner. With a single login, you eliminate the risk of forgotten login details. Planner uses Kanban methodology that helps provide an easy and intuitive view of your tasks.

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Planner

  • Manage and Monitor Tasks for the Team
  • Assign and track tasks of team
  • Collaborate tasks with the team

 

Education and How-to Documents

Company: Moving Forward Logistics

  • Logistics firm
  • Onshore and Offshore staff
  • Struggling to manage onboarding with regards to training

In an organisation that is rapidly growing, it is vital to keep track of company systems and processes and enable new staff to be onboarded easily. Office 365 offers Stream and Sharepoint to keep track of these systems easier. Sharepoint lets you store and manage your content to share with whomever you want, so it’s a great place to store company procedures and other documentation. Having Stream is simply like having Youtube exclusively for your business, which means that it is well suited for recording and storing training videos for your team.

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Managing Communication and Meetings

Company: Change Solutions

  • Consulting Firm
  • Global staff
  • Currently using paid Slack for communication, meetings and sending files

How many of us are using paid meeting tools? What if there is another option that won’t cost you an extra buck? We’re talking about Microsoft Teams here, which allows you to either internally or externally set meetings and communicate with the people in your organization. Another good thing is that it is fully integrated to the rest of your Office 365 tools so all your data, such as files, chat conversations, plans and videos, is fully accessible within Teams.

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Microsoft Teams

  • Schedule Meetings for video or audio calls
  • Record video and audio during meetings and save to Stream
  • Create Teams where you can communicate as a group chat
  • Connects to Sharepoint so data is integrated

 

Simple Application and Automation

Company: Home Helpers

  • Carers Agency
  • 20 carers
  • Quoted $50,000 to get various apps for logging job information

Who would’ve thought that a simple process of trying to know when carers clock in or clock out could cost so much? Having to plan and build an application from scratch is a long process and by the time they’re done, they might not be as flexible to the changes in processes and technology as they should be. Microsoft provides a solution for this –Powerapps and Flow. With Powerapps, you can create form-style apps that can integrate with Flow for actions. And this is cost-effective and adaptable to your future changes.

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 Powerapps

  • Create simple business apps using templates and point-and-click design
  • Easily connect your app to data and use Excel-like expressions to easily add logic.
  • Publish your app to the web, iOS, Android, and Windows 10.

Flow

  • Create action from the Powerapp

 

What is an Online Environment?

Put simply, “because it’s online, it’s essentially like Googling your files” (Mia McIntyre). In a modern world of IoE, it’s no surprise that it also influences how the modern work environments are set. Nowadays, you can access the whole lot of your organisation’s documents, files, processes and even teams in just one click of a mouse.

You can create a company dashboard that has your Vision, Mission and Values plus anything you might be needing for your team. It’s endless what you can do, just limited to your imagination!

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Webinar Q&A

Q: Does Forms offer an option for anonymous feedback?

A: Absolutely. There are two options in creating forms, a) create an anonymous form; b) shows your Office365 login

 

Q: Do volunteers need a paid Office365 account on your domain to access Teams and Planner?

A: You can have external users in those environments but, Microsoft is still a money-making business so even if it can be done, some features may be unavailable. Security-wise, no one can anonymously access the account randomly therefore, it still requires an active log in.

 

Q: With Teams Meetings, do all attendees need to have Teams set up or can their Skype for Business link into the Teams conference call?

A: Yes, it’s linked at the moment but, remember that Skype for Business is being discontinued in the future so you can’t guarantee the experience.

 

Q: Is Teams a practical, direct replacement for Skype for Business or should they co-exist?

A: The change management plan is to completely replace Skype for Business with Teams.

 

Q: Can OneNote be used with Flow?

A: You can connect documentation in OneNote with Flow but, it would be a lot of setup. Our advice would be to capture your information in Powerapps by Forms not in OneNote.

 

Q: What can you recommend as alternative to Microsoft Project?

A: There is no clean replacement for it.

 

Q: Where does Outlook Customer Manager fit into all this?

A: Customer Manager is a plugin that you get from a business premium account. It is tied into everything. A plugin that sits in Outlook that allows you to capture information around a client based on their email address.

Now that you can see how other businesses are using Office 365, you must be filled with ideas on how to improve the utilisation of your own Office365 business tools. Were all your questions answered? If you do have additional questions or points that weren’t discussed in this webinar, we’d be happy to have a conversation with you.

 

Want an assessment on how you can power up your Office 365 usage? Talk to us today to see if our Power Up Package is right for you.

Xero Cloud Accounting: is it right for my business?

Are you considering moving your business across to Xero Cloud Accounting? It can be a tough decision. We know, because we went through exactly the same decision making process here at Grassroots IT before we made the switch to Xero.

We are grateful to Jac Gallagher from Notch Above Bookkeeping who presented a webinar for us on Xero for Small Business.

Here’s a replay of the webinar:

Here is a rundown of what Jac discussed in the webinar:

Xero is a cloud based system, so there is nothing to install and updates to the Xero system are done in the cloud, without causing any downtime for the user. Backups are also done automatically, so you don’t need to manually backup any of your data.

You can log in to Xero through any web interface. This is great if you’re on the road, as you can do most financial tasks, such as invoicing a client, from your smart phone. Xero has bank level security, and it’s possible to add an additional level of authentication if you’d like to.

Jac walked us through using Xero from the perspective of ‘A Day in the Life of a Small Business Owner’. Starting from the dashboard, we were able to see her complete a number of transactions, including:

    • Reconciliation of bank transactions, using the bank information that comes in automatically each night from our own bank account.
      • Matching transactions, including split payments or one payment for multiple invoices
      • After manually entering vendor details, the system remembers the vendor details for future transactions
      • Being able to collaborate – write a note to your bookkeeper or accounting using the ‘discuss’ box
      • Xero can remember particular transactions and where they need to be coded to without having to manually enter account code each time.
      • Xero can make suggestions on where items should be coded, but the user needs to double check it’s going to the right place.

 

    • Sales – who owes you what and who your major debtors are.
      • Diagrams for visual representations of the information.
      • Based on daily reconciliation, an automatic system can be setup to reminder debtors that payments are due.
      • As you’re creating invoices, you can customise line items as you go
      • You can track particular sales staff or offices and report on that later.
      • Invoices can be tailored with your own company branding.
      • Invoices can be printed or turned into a PDF and emailed.
      • ‘Pay Now’ is add-on option in invoices so that clients can click a button and connect with payment system, such as PayPal.
      • The system can track when invoices are sent and opened/viewed by the debtor.

 

    • Purchases – shows who you owe money to
      • PDF version of invoices from suppliers can be attached to the transaction, so that paper copies can be destroyed but you still have a copy. Great for audit time, and searchable through Xero.
      • Receipts can also be attached to transactions.
      • Each Xero file has its own email address, so if you’re shopping and you receive an invoice, you can forward the invoice through to Xero via email and it sits on your file until you get a chance to process.

 

    • Payroll
      • Employees can use the Xero Me app and send in leave applications or submit time sheets electronically.
      • If leave is approved, you can allocate the leave to a particular date and it will be allocated in that time period.
      • Pay Run – can look through prior pay runs for history, and look over draft pay runs before saving and approving to post the pay run.
      • You can email the pay slips, which are customisable with company branding and fully compliant for what needs to be included for ATO.
      • Xero is compliant with SuperStream, and superannuation can be paid directly from your business bank account into multiple superannuation funds, which is a huge time saver.

 

    • Reporting
      • Can be run on a cash or accruals basis.
      • Categories can be tracked so that you can run profit and loss per region, salesperson, etc.
      • Aged Receivables report can be annotated (ie. ‘This payment is considerably overdue. Shall we call them?’) and notes can be included in printout/PDF.

 

Every business is different and Xero may not be able to cover every function of a business, but there are other add-on functions that can integrate well with your Xero accounting package, eg. an inventory app for retail businesses, a payment gateway, invoicing software. Whatever business you’re in, there will be an app to suit. Jac recommends consulting an expert in the particular app you require to ensure the integration is setup correctly from the beginning.

At Grassroots IT, we are really happy that we made the switch to Xero Cloud Accounting. But, as Ben says, it’s not right for every business and it’s important to make an informed decision before making a change to your accounting package. We hope that listening to Jac’s overview of Xero in the webinar is helping your decision making process.

If you’d like a copy of our two page handout from the Xero for Small Business webinar, you can view and download it by clicking on this Xero Webinar Handout link.

Keeping your business safe with Datto Business Continuity solutions

Ransomware is becoming a leading threat to small business in Australia. It’s a type of malware that encrypts data on infected systems and locks its victim’s files and allows criminals to demand payment to release them. Small businesses are particularly vulnerable to these attacks.

In this webinar, James Bergl from Datto shares the steps you can take to keep your business safe from these expert hackers.

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More data is being created and stored, by companies of all sizes. Data will continue to grow at rates from 11% to 40% annually (Enterprise Strategy Group). Amount of data could grow by 50 times by 2020. (IDC)

SMBs are part of the “big data” wave.  It really just means smarter use of their data, in turn making it more valuable.

For SMBs, their data is their lifeline.

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perfect-data-storm

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Have you experienced disaster in your business?

Earthquakes are a real threat here.  And even in a minor earthquake you may not be let back into a server room until the building is inspected. However, there are more and more threats to a business’ data.  Not just big natural disasters but the day-to-day data loss disasters caused by malware, server failure, power outages and human error.

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Evaluate your risk

Aging equipment and more security risks will drive more data failure and potential data loss for businesses of all sizes, particularly small business.

95% of companies experienced an unplanned data center outage in the past two years. (Ponemon Institute)

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Protecting your data is protecting your business

You wouldn’t consider running your business without insuring your employees or the physical components.  For example, you have have insurance for the physical desktops in case they get stolen, but what about the more valuable data that it contains?

Most business liability insurance policies do not cover data loss.

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What is true Business Continuity?

Just backing up the data is not enough. Business Continuity is about keeping the business up and running in the event of an outage.

  • Hybrid cloud-based backup
  • Image-based backup

Backup entire servers, not just select sets of files.

  • Delivers superior

RTO = Recovery Time Objective
How much downtime can you withstand?

How long can your business be down without it affecting your bottom line?

  • Seconds
  • Minutes
  • Hours
  • Days
  • Never

 

RPO = Recovery Point Objective
How much data are you willing to lose?

  • Eliminates downtime (Virtualization)

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dattoo

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To sum it up…

 

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  • Ransomware is rife & will cost your business money and time
  • Backup is not enough to deliver business continuity
  • Grassroots & Datto are committed to delivering a complete solution to protect you against downtime

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Offer:

FREE RTO/RPO Consultancy Session with Grassroots IT

30% discount on all 3 year contracts before December 14th 2016

Email: ben@grassrootsit.com.au

 

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building offshore team beepo

Building your offshore team with Beepo

Welcome to Building your offshore team with Beepo! Outsourcing and offshoring is a global phenomena and the resourcing market is changing. The Internet and Cloud are enabling businesses access to the World’s best talent. We were joined by Aimee Engelmann, CEO of Beepo, to share her insights of the outsourcing and offshoring market.

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Why is the Philippines #1 for outsourcing and offshoring?

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  • English is the primary language
  • Half a million University graduates a year
  • Cultural fit
  • Accent more palatable
  • Time Zone 7am start for 9am AEST

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Beepo

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Hiring offshore talent

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    • Ability to hire specifically for your needs, match a staff member 100% to your business
    • Skills test staff using your business scenarios to find a stand out performer
    • Management of all Human Resources aspects and day-to-day supervision is done for you
    • Work from office mode, secure, and you can protect your IP
    • Facilities, professional office, high speed internet connectivity, direct dial phones, training
    • Less staff turnover, reliable, and highly scalable

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Beepo

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Types of Roles

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      • Customer Service Consultants – phone, email, chat
      • Graphic Design, Animation, Web developers
      • Social Media Marketing & Digital Marketing
      • Search Engine Optimisation (SEO) and Marketing (SEM)
      • Data mining, database management
      • Software and App development
      • Bookkeeping, Accounting, AP, AR, payroll
      • AutoCAD Drafting, Building Estimators
      • Back of house processing
      • Executive assistant
      • Outbound agents – telesales and appointment setting

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Beepo

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Why is this so important?

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      • Fleet Scheduling
      • Level 1 Maintenance
      • Accounts Reconciliation
      • Fines, Tolls processing
      • Sales and Reservations
      • Content Development

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Beepo

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Manufacturing

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      • Dip their toe in the water with administration support roles
      • Moved into product design – CAD Drawing
      • Main competition on high volume products was from China
      • Opened a Manufacturing facility in Clark, Philippines to support their Australian business
      • No decline in Australian staff

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Beepo

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Professional Services

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  • Struggling with inaccurate bookkeeping and the expense of tidy up as an Accountancy Firm.
  • Discovered offshore talent and launched a Bookkeeping company.
  • Staffed and Marketed 100% by Offshore talent.
  • Profitable and viable business as stand alone. Solved a major pain point in the Accounting Firm.

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The 5 common paths to outsourcing failure

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  • Superhero – don’t try to find someone with a wide variety of skills. Apply the same logic of hiring someone to what you would do if you were hiring in Australia.
  • It’s true because it’s in the resume – test skills before hiring.
  • Yes=? – the soft yes. Avoid asking questions that require a yes or no answer. Rephrase your questions so you can get the right answer you’re looking for.
  • No feedback – make sure the feedback is communicated in a speedy manner.
  • The time poor entrepreneur – dedicate time to communicate with your offshore team regularly.

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For more resources or any questions you may have please visit:

www.beepo.com.au

www.aimeeengelmann.com.au

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5 Steps to an Awesome Workplace Culture

Organisational culture is just like everything else. It will constantly change over time.

So what does this mean for your business? How we can preserve things that are great about our business?

Grassroots IT has recently recruited the help of wattsnext HR to help make the our team great and we want to share these secrets with you!

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5 Steps to an Awesome Workplace Culture from Grassroots IT on Vimeo.

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Step 1: Get your story straight

 

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vision (1)

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Vision

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Where do you want to go? What do you want to be?

 

 

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Mission

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Why does this business exist?

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Autumn (2)

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Values

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What are the guiding behaviours that will make it happen?

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Integrity: We get it done with no ego and no excuses

Courage: We work on the skinny branches

Honesty: We have confidence to tell it as it is

Innovation: We let our creative juices flow

Passion: We are always passionate and in tough times we fight

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Step 2: Connect the dots

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How can we make sure that the story of your business becomes a day-to-day reality?

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Role Clarity

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  • What are the three big rocls of each role?
  • What outcomes do we require?
  • What does this role look like when it is being done exceptionally?

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Structural Clarity

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  • Is the structure funcational?
  • Has it been built in response to functions or people?

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Communication Lines

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  • Are the same questions going to different people?

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Decision Making Parameters

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  • Can we remove all the grey areas?
  • How can we empower people?

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Step 3: Alignment with your “humans”

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We’re dealing with actual, real-life people here!

Find the right humans – how are you going to source them?

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  • Proper onboarding and reboarding.
  • Keep them informed and accountable.
  • Help them work together and make it enjoyable.
  • Development. Development. Development.

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sir richard branson

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Step 4: Sell the benefits of leadership

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tom peters

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Leadership is a mindset and a skill set.

It is not a title on a business card.

People don’t want managers, they want leaders.

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Step 5: Grab your crystal ball

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The future of work is here – embrace it!

Seriously, things are about to get really different.

There’s a healthy competitive advantage waiting for anyone who wants to move now.

Google “millennials”  don’t end up as someone who doesn’t get it.

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future

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About wattsnext

 

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  • A provider on insourced HR
  • Operating nationwide and abroad working with SMEs
  • Performance/HR Management/Compliance/Recruitment Strategy
  • Don’t like “HR” very much!

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To learn more about workplace culture and the future of work, connect with wattsnext online:

Twitter

Facebook

Website

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cloud file storage

Cloud File Storage and Collaboration with Soonr

Before we moved our files over to a cloud file storage system we were struggling keeping our shared files organised. We were constantly emailing documents back and forth with external clients and partners. Working remotely and collaborating was always difficult.

We kept thinking, “there has to be an easier way!”

Well thankfully, there is. Watch our webinar below to learn more about Soonr, the cloud based file storage and collaboration platform that has transformed the way we work here at Grassroots IT.

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What does a good cloud file storage service look like?

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Mobile Productivity:

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  • Access & work on the files you need at any time from anywhere.
  • Online & Offline Access and Network files
  • Office-based and remote team members can collaborate as if in the same location

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Ability to securely SHARE information with anyone:

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  • Easy and secure sharing of files with internal & external parties
  • Branding & No Tool Adoption
  • Encryption of files

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Security & Control:

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  • Controlled access for content, users and devices
  • Version Control & File Retention: Access to the most current file version – no more confusion
  • Server support

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File sharing has had a significant changes on the mobility of business.

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File Sharing / Collaboration Challenges:

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  • Keeping everyone up to date
  • Sharing large files
  • Working on the go
  • Accessing files anytime
  • Organising files
  • Securing corporate data

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Impact of File Sharing Challenges:

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  • Significant impact on the business and productivity
  • Client facing employees & Executives
  • Workers who all interact with a large number of external partners, customers and teams

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Approved File Sharing  Systems:

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  • 78% didn’t have an approved file sharing system

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Key functions of Soonr:

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Company File Service / Hybrid Environment:

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  • Company file repository in the cloud with mobile access

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Deal-Room:

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  • Secure sharing with clients, partners and suppliers

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Dropbox for Business Replacement:

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  • Secure email alternative when dealing with large files

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Mobile Workers:

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  • Mobile office productivity, integrated editing, annotation, fax, etc. in one app

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Soonr gives your company full control over:

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Policies:

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  • Backups – allowed / not allowed
  • Password Policies
  • Session Policies
  • Online Editing Policies
  • Device Policies
  • Mobile Device Policies
  • IP address whitelisting

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Configurations:

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  • Branding
  • AD Integration
  • Single-Sign On

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Disable Data & Data Wipes:

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  • Remove Team members; re-assign projects and wipe data

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cloud file storage

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Try Soonr for yourself:

  • 30 Day Free Trial
  • Email help@grassrootsit.com.au to request your free trial
  • Utilise Grassroots IT services to set up Soonr as your Cloud File Server replacement

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Crafting the perfect Web Marketing Strategy with Jon Hollenberg

A good web marketing strategy doesn’t have to be hard, in fact, it can be quite simple. You’ve just got to know where to start. Our good friend and digital expert, Jon Hollenberg from Five by Five, answered all our questions and gave us some really awesome and useful tips to get us crafting the perfect web marketing strategy.  You can watch the webinar below and to make sure you get all the notes, they’re all below for your reading pleasure.

Crafting the perfect Web Marketing Strategy from Grassroots IT on Vimeo.

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5 elements of a high performing website

 

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Crafting the perfect Web Marketing Strategy (5)

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When someone comes to your website, we want to give them the best possible chance of getting in touch. So what should your website look like at first glance?

From a design perspective, this is what you should be doing with your website:

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  • Phone number top right hand corner of each page
  • Be really clear on what you do in the headline
  • Video on the homepage
  • Benefit ridden copy
  • Testimonials
  • Communicate proof and build trust through logos
  • Capture their details
  • Use guarantees
  • Team members photos & videos
  • Load time

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Crafting the perfect Web Marketing Strategy (1)

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Mobiles are generating upwards of 60-70% of traffic, so you should be thinking of a mobile first approach. Ask yourself if your website has a mobile responsive design ? Test it.

Grab your phone and look it up. Is it easy to read? Are the web forms easy to fill out on your phone?

You can search “Google mobile friendly test” and use that as a guide to know exactly what your website needs to be mobile responsive.

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Crafting the perfect Web Marketing Strategy (6)

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Content is King.

Creating and sharing your own content can lead to online traction. Using good quality content can build your brand image and brings leads directly to your website.

Content ideas:

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  • Blog posts
  • How to videos
  • FAQs
  • Product Reviews
  • Industry News
  • Lists

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Crafting the perfect Web Marketing Strategy (7)

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You want some level of interaction with your audience. You want contact details to continue the conversation and ideally in an automotive fashion bringing maximum leverage for you.

Here are some ideas:

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  • Give away something valuable
  • Opt-in
  • Build a list
  • Build a quiz

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Crafting the perfect Web Marketing Strategy (8)

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Everyone has a story to tell. Tell your audience why you get out of bed everyday and do what you do. There is a power to telling a story through your website because it builds an intimate, personal connection with your audience, before ever meeting them in person.

Examples of how you can tell your story:

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  • https://www.nqtc.com.au/
  • https://www.gallantplumbing.com.au/
  • https://www.missowealth.com/
  • https://www.tardisadvice.com.au/
  • https://www.justincoulson.com/

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Can’t get enough of Jon? Neither can we!

Listen to our podcast with Jon here.

Learn how to create a brilliant website with Jon here.

Visit Five by Five’s website and contact Jon here.

Get a copy of Jon’s book, Love at first site: How to build the website of your dreams, here.

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Outlook 2016 Productivity Hacks

Last month we successfully held our Outlook 2016 Productivity Hacks webinar. The webinar was designed to help everyday users of Outlook 2016 expand upon basic skills and use Outlook more efficiently. The webinar expanded on our previous blog post Getting the most from Microsoft Office 365.

We have provided you with a link to replay our webinar. Enjoy!

Outlook 2016 Productivity Power Tips from Grassroots IT on Vimeo.

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outlook-2016-logo

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Skype Meetings in Outlook

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      • Schedule a Skype Meeting through Outlook
      • “Meeting Options” button lets you fine tune your meeting

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Auto Responders

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      • Auto Responders are a powerful way of keeping others informed when you won’t be responding to email as usual
      • Rules – EG: forward specific emails to a co-worked for action in your absence

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Outlook Rules and Automation

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Outlook Rules and Automation can do some amazing stuff to help streamline and automate parts of your workflow

      • Basic rules can move emails between folders based on simple criteria
      • More advanced rules can be triggered by a wide range of conditions
      • Once triggered a rule can execute a number of actions
      • Define any exceptions to the rule

Idea:- Play the Darth Vader theme song when you receive an email from your boss

Idea:- Print all attachments from an email then file the email automatically

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Attaching Files

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      • The new way of adding attachments to an email automatically shows the last few documents that you have worked with

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Quick Steps

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      • Quick Steps can provide a super useful way of executing frequently used actions, such as moving an email to another folder

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Clutter

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      • Helps you filter low-priority email, saving time for your most important messages.
      • The email server keeps track of the email you read and the ones you don’t.
      • Once you turn it on, Clutter is automatic. As new email comes in, it takes messages you’re most likely to ignore and puts them into the “Clutter” folder.
      • The more you use it, the better it gets.
      • If you find Clutter isn’t for you, you can turn it off.

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Outlook Mobile

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      • The new and improved Outlook app unifies your email, calendars, cloud storage and contacts, so it’s easier to get things done.
      • Outlook Mobile App has long provided similar functionality to clutter, although here it’s called your Focused Inbox.
      • Manage emails with simple swipe gestures and share availability with your contacts effortlessly on the new Outlook app.
      • Email signatures will not be copied over, but you can create your own text signature.

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Filter your Inbox

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      • Filter your inbox by unread emails, important emails or even create your own filter

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BCC a Meeting Invite

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      • Add a contact to an existing meeting without notifying the current attendees.

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Quick Parts

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      • Quick Parts for standardised blocks of text
      • New Email > Highlight Text > Insert > Quick Parts > Save Selection to Gallery

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Delayed Delivery

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      • Schedule emails to be sent when it is convenient for you

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New Search Folder

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      • Will show emails that match a certain criteria that you have specified
      • Will show emails in all your folders not just your inbox

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Task Bar Shortcuts

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      • Right-click task bar to create new email, appointment, etc

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Conditional Formatting

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      • View > View Settings > Conditional Formatting
      • Apply conditional formatting to emails in your inbox
      • Useful for VIP, Projects, etc

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Clipboard

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      • New Email will appear simply but hitting Control-V and pasting the content from your clipboard.
      • This works for new Calendar items

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Desktop Notifications

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      • Turn off desktop notifications, then on for VIP using a Rule

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Email Templates

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      • Email Templates. File > Save As > Outlook Template

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Favourites Folder

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      • Pin folders to ‘Favorites’

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Setting Appointments

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      • Create appointment date using natural language. eg: Next Monday

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For further information on setting an appointment in Outlook read our blog Sending the perfect Outlook Meeting Invite.

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