#54: New Outlook is coming, ready or not!

Posted on November 29, 2024 by ewand

Windows Mail or Outlook users might have already noticed that a “New Outlook” is coming. If you’ve already made the switch, you’ll be familiar with the new app’s look and maybe some of its shortcomings. For many people, it will be an improvement once they get used to it. Well, “some” rather than “many”, at least initially.

New Outlook is going to become the default mail client from January 2025. A blog post from this week’s Ignite outlines some of the new and “coming soon” features in New Outlook…

Copilot integrations. Lots of them. Organise meetings better, prepare, follow up, take better notes, have Copilot draft messages for you etc. Copilot for M365 is getting lots of new stuff too.
Erm… The only actual mention of “Outlook” in the Ignite session catalog is in the session, “Boost productivity with Copilot in Microsoft 365 apps”

There are lots of new features being built for New Outlook; some are filling in gaps compared to older experiences, though many are integrating new online services and apps (like Microsoft Places).

And there are plenty of things already in Outlook Web App (and therefore also in New Outlook) which are a step forward from dusty old Outlook (or Outlook (classic) as Microsoft is renaming it) – Snoozing email, pinning individual messages in the inbox, soon-to-arrive sorting by Copilot-deemed level of importance. If you’re responsible for delivering New Outlook to your users, check out the adoption site for more details of how to get the best out of it.

The timeline for Microsoft 365 users moving to New Outlook as a replacement for the old Outlook application has also been highlighted – from 2025, the current “Opt In” will become “Opt Out” – ie. Users will default to having the new client but can choose to revert to the old one. This will be delayed until mid-2026 for Enterprise subscribers. One glaring omission is the date when this Opt Out phase will be removed …

A quick history lesson

Outlook has been the primary email client for Windows & Office, since Office 97 appeared 28 years ago. Outlook evolved over numerous versions and was joined by a variety of other, different apps using the same name, even if they didn’t share anything else – mobile apps, based on software from acquisitions, and a web client that came from email server teams in Exchange. Even the old Hotmail service adopted much the same UI and was renamed Outlook.com.

Another similarly named app was Outlook Express, a rebranding of the previous free “Internet Mail & News”, used primarily to connect to ISP-provided services using internet standards (IMAP, POP, NNTP). Outlook Express eventually went away and was ultimately succeeded by Windows Mail, or Mail and Calendar.

Both of these – the heavyweight mail & calendar app for Office users, and the “lightweight” one that came with Windows 10/11, are on the verge of collision. It will be a long time before Microsoft can completely yank the carpet from underneath Outlook, but if you’re a Mail and Calendar user then your time is running out.

What will happen on 1^st January 2025? Will Mail users be forced to move to Outlook – seems likely. Will there still be a way to revert to Mail even if they don’t care about “support”? Expect there to be unsupported back doors for a while, but eventually resistance will prove futile.

If you find yourself using New Outlook and feel like reverting back for a few more weeks, there’s still time to go to Settings | General | About and hit the button to Open mail instead.

What’s what with New Outlook

The New Outlook application isn’t really a Windows app in the same vein as the old Mail app (which is/was a UWP app, whose raison d’être disappeared when Microsoft’s mobile ambitions died) or the classic Outlook (a regular Win32 app). New OLK is a wrapper on the Outlook Web App which is provided by Outlook.com/M365, so most of the functionality is really happening in a browser that is embedded in the application. This is part of a long-planned move of unifying the PC, Mac and web versions of Outlook and probably, in time, mobile ones too.

Some licensing changes were snuck in with New Outlook, then clarified as the restriction was lifted somewhat. [In a nutshell; if you only have an M365 Basic license, you cannot use New Outlook on your mailbox, even though you could use Outlook (classic)… think of it like closing a loophole which may or may not have existed previously]

What’s wrong with New Outlook

OK, there may be a few gotchas and glitches and some things aren’t quite finished, but so what?

If performs well enough – which it kinda-does – then who cares? Well, for Windows users at least, there are some pretty sizeable gotchas which are going to be hard to fix, if not impossible:

Offline. Every other email app that’s been written for Windows for years has had the ability to store an offline copy of your mailbox. Outlook 2003 and later even defaulted to using that local copy when running against an Exchange mailbox. Some offline capabilities have been / are being added to New Outlook, to help make it useable when you temporarily lose a connection, but so far, it’s a long way from having a full offline copy of your mailbox.
Gmail / iCloud / Yahoo! etc mail. Old Outlook and Windows Mail could both connect to Google Mail (and a variety of others, including IMAP mailboxes from old ISPs), by essentially downloading the email and doing everything locally, most likely synched with the original mailbox. New Outlook doesn’t have the offline spuds to do that yet, so it needs to sync all your Gmail into “the Microsoft Cloud” first – see here for “details”.
There’s no obvious way to see how much storage you’re using (or where the data is being held) though at least for now, there’s no additional charge. Some people might get a bit worried about Microsoft hoovering up all the email from a 3^rd party inbox and storing the data in its cloud… even if their responsible AI and privacy pledges say they won’t do anything with your email, it’s now not under your control.

Cross mailbox functionality is non-existent.

Search. Though you can add multiple mailboxes into a single New Outlook window, in effect you’re just pointing to nn number of M365/Outlook.com instances, one-at-a-time. Oh, and you can’t re-order them once they’ve been added.

This means that if you have – say – a work M365 mailbox, a private Hotmail/Outlook.com mailbox and maybe an old Gmail account, all synced and running in New Outlook, you can’t search for something across all of them. Ironically, the Outlook mobile client (at least on Android) does a great job, not only searching across account but presenting a single Inbox view composed from all of them.

Since each account is a separate thing on the back end, there is no way that cross-mailbox search will work unless there’s either a way of orchestrating it on the service (very non-trivial) or until all mail data is downloaded locally and the search carried out there. See item 1 in this list – not going to happen at all, or at least not in the foreseeable future.

Calendar. Other small gotchas get in the way here, too. Though the Calendar view tries to present a single view of a schedule composed from multiple mailboxes, when you create a new calendar entry, it starts from whatever your default account is.
Start adding details – subject, changing meeting times, etc – and if you realize you meant to use a secondary account, then it’s simple enough to click the drop-down box at the top of the calendar item and choose the account you wanted.
And everything you’ve just edited will be lost, with a blank entry now created in your other calendar.

Drag & drop. There’s no way of dragging stuff from one mailbox to another and there’s no way of importing from or exporting to a PST file either, yet. If you’re leaving a company and want to make sure you have all your private calendar entries and contacts, along with any personal mail you have stored in your work mailbox, better use Old Outlook to do that move.
Also, if someone sends you an attachment, in Old Outlook, you could drag and drop it into a folder elsewhere on your PC; no longer. You need to save it to OneDrive or download it to your computer first.

Zoom is horrible. Especially on smaller laptop screens, it might be necessary to zoom in and out of the preview pane in mail. In Old Outlook – just as in Word, Excel, PowerPoint, Edge, Chrome and however many other applications, if you use a mouse scroll wheel while holding down the Control key, the content in the application window will smoothly zoom in and out. Ditto zooming in and out using a pinch motion on a trackpad, or pressing CTRL +/-.
In New Outlook, some zoom motions don’t work (pinching on the trackpad) or if they do (mouse wheel + CTRL), it’s far from smooth and also zooms everything around the content too – including all the UI surrounding the content like the Reply buttons etc. It’s jarring evidence of the fact that everything in the preview pane is just the OWA browser view, and you’re zooming into everything, buttons and all, not just the content of the message

Example – here’s an email at 100% magnification:

Increase Zoom to 200%:

Yuck.

There are plenty of other things which grind the gears of online commentators, though some people quite like it (even if they later conclude that it’s still got room to improve).

If you’re using New Outlook, keep sharing your views on https://aka.ms/newOutlookFeedback and hopefully Microsoft will fix the stuff that’s not insurmountable, in addition to the quest to “Copilot all the things!”

#53: Right tool for the job

Posted on November 20, 2024 by ewand

Anyone who has worked in IT for long enough will likely have seen cases where unwitting users are wielding completely the wrong utility or application to get stuff done. Perhaps the entire company finance system is running on an old Access database, or the accountants were using a spreadsheet for holding something other than numbers? It’s one thing having lots of tools, but knowing which one to use when is sometimes a lost art.

Sometimes, organizational culture is to blame – if all you have is a hammer, everything looks like a nail (as how Microsoft leaders once felt about Oracle’s Larry Ellison saying that “database” was the answer to every question). Some companies use email for everything, others have moved all their internal comms to Teams or Slack, and occasionally use email only for customers.

The advent of Electronic Forms

One early measure of effectiveness of newly-installed IT systems, was the inefficiencies it managed to replace – and reducing paper forms was one often paraded benefit. Literally cutting red tape, not only speeding everything up and reducing wasted paper, moving to electronic forms was and is an easy case to make. Nowadays, you’d use a web form onto some kind of cloudy data store without even thinking about it, but it wasn’t always so simple.

In the late 1990s, forms were a key component of “Groupware”, with Lotus Notes being the early market leader (and which spurred Microsoft into competitive action in trying to build an alternative).

Microsoft had a separate E-Forms product as far back as the early 1990s, running on top of the old MSMail system, later being migrated into Exchange. The idea was that companies could easily make forms to send around in email, capturing data fields and making smart routing and workflow decisions along the way. It’s safe to say, they never really took off…

Outlook picked up forms duty (see here, in the cutting edge “Developing a workflow application” Exchange 5.5 whitepaper). There are still vestiges of Forms Designer in Outlook today (if you’re on Outlook (classic) rather than the upstart New Outlook, that is).

Forms in the 2020s

It’s so easy to use forms now – quickly building a web front end to a set of data is par for the course with Google Forms and Microsoft Forms, to name just two examples. Both are available in free versions (using a consumer Gmail/Outlook type login) or are part of corporate packages which bring extra functions and access to other data.

It is easy to create a form with some simple validation, and then collect responses from people – anonymously or (if they’re in your organization) capturing the logged-in username of the person who submitted it. Results are easily summarized and viewed with charts, word clouds~~wordclouds~~ and the like.

Each form is basically a series of questions, with different types used to validate data – like getting a rating, picking a date, choosing from set options or even entering specific types of text or numbers.

There are lots of scenarios where a simple form could take the place of sending an email – like registering for an event and collecting dietary requirements, or asking a group of people for a time and place that works best to meet; instead of trying to juggle lots of responses, a form could be the ideal way to present options and get their selections.

For meeting arranging scenarios there are numerous ways of trying to make this simpler – from websites like Doodle, the various Calendly/Bookings options for 1:1 meetings, or the former add-in utility FindTime for finding group availability in Outlook, which has now been replaced with a built-in Scheduling poll feature.

2020s meet 2000s

There are some things which should be easy, using Microsoft Forms, that are just not. Even though Forms can be run inside a M365 organization’s own tenant, and therefore we know who everyone is as they’ve already signed in, there’s no way of adding a “Person” to a form, such that they could be picked from the directory.

To do that needs to revert to an altogether older form technology – the SharePoint List. Originating from 2001, SharePoint really hit its stride by 2007, offering lots of web-based collaboration functionality that almost equalled what Lotus was doing a decade earlier. Microsoft did have another forms/data toolset, InfoPath, with SharePoint integrations – but that’s gone away now, not replaced with any single thing. We don’t really talk about InfoPath any more.

Using SharePoint and with~~With~~ a bit of nous, you can~~could~~ quickly build a detailed list – think of it like a simple database – and generate a form with data validation, branching logic and so on.

But a much easier way is to look at the newer Lists web app, which combines simple forms stuff with a SharePoint based back-end, meaning there’s more integration with M365, including directory integration …

… which looks a lot better than having to type someone’s name in.

Lists is part of M365 (look in the app grid on the top left if you go to Office.com and sign in, then peek under the More Apps section). )

In true Microsoft fashion, there are many ways to skin this feline – there’s also Loop, which could be used to do all kinds of groovy things in browsers, Teams, Outlook and more. Oh, and PowerApps. Mash all these tools together and you can build a spidery app legacy to keep your successors entertained for years.

#49: Managing Multiple Messaging

Posted on October 18, 2024 (Updated October 17, 2024) by ewand

It used to be easy: you had an inbox (real or electronic) and new mail arrived. You’d check the inbox for anything that needed your attention, otherwise just get on with whatever it is that you were doing otherwise. Now, there are so many messaging apps that it can be a headache to not only keep on top of all the inbound contact, but to recall in which app you were having a conversation you want to go back to.

It might be easy if your professional comms is all done via email, but if you’re an itinerant consultant working with several companies, you might even have numerous professional email addresses too so keeping an eye on them all can be a chore.

There’s always a chance you’ll be dealing with LinkedIn or SMS messages with work connections as well, and with friends and colleagues there might be Facebook, WhatsApp and many more.

Two quick tips this week might help to get on top of things, if only a little.

Finding work-related messages in M365

If you use Teams and Outlook for work, with Microsoft 365, then you might already experience discombobulation when looking for something a colleague sent, or some comment discussed in the context of a project… was it in the status email, or in the chat of a meeting? Or a direct message in Teams?

Fortunately, the “Work” search options might be able to help. If your organization has it enabled, go to either Bing.com/work or look at the search option in Office.com while you’re signed in, and you’ll be able to search documents and other sources of data within your M365 environment.

One such is Messages – and the handy shortcut to jump there is aka.ms/messages. Type a search term in there and it will look across both your Outlook mailbox, but also in any Teams messages you might have been part of. Once you get used to checking it – and using the Work search for documents and other stuff – it’s a game changer.

Another trick, for finding documents in your work context, is to search from Windows Search directly by pressing the WindowsKey and typing work: followed by something you’re looking for.

Search across OneNote

Though it’s not strictly messaging, you might have taken notes during a meeting (or even had your friendly Copilot overlord do it for you), potentially spread across several OneNote notebooks.

The search box in OneNote lets you choose if you want to perform a query across the current page, section, notebook etc – but the results you get back can be a bit clumsy to interpret as it doesn’t give any details on which are really old pages and which might have been written recently.

If you haven’t discovered the obscure ALT+O to pin search results, try it out – it lets you group by section, page title or date, and you can expand and collapse the groupings to help locate the most likely page more quickly.

Now, where did you put your glasses?

#45: Copilot updates flying in

Posted on September 20, 2024 (Updated September 19, 2024) by ewand

Microsoft unveiled “Wave 2” of Copilot for Microsoft 365 earlier this week; if you haven’t seen the video, you can catch it here, or check out Teams guru and MVP Tom Arburthnot’s tl;dr summary of the key announcements and the demos.

BTW, if you are a Microsoft partner, you might have heard during MCAPS Start in July, that (woo-hoo!) Microsoft was going to give you some free Copilot licenses as part of the benefit of being in the partner program.

The latest Benefits Guide shows that Copilot goodness is indeed coming in January 2025, but it might be a bit less generous than expected… Basically, don’t bank on getting more than a handful of seats as part of the package, and if you don’t think Copilot gives you enough benefit to bother paying for it, then, well…

Talking of “what’s new” with Copilot, Microsoft veteran Malcolm Bullock has a thought-provoking explanation of what he means by “Nothing has changed but everything is new”.

Some of the stuff that was announced in the Wave 2 jamboree will be coming later this year, such as Copilot automatically prioritizing your emails in Outlook. Other pieces – the Narrative Builder in PowerPoint, for example, are here already.

The PowerPoint Copilot functionality is amazing. Give it a couple of lines of content and it will generate a whole load of slides by finding out information to flesh out your idea. If you’re an expert in an area then it might seem to give a glib, high-level overview with not-quite-correct images, but all of that can be tweaked and updated later.

Here’s an example:

… and literally a few moments later, it presented…

Not bad at all. At least it has a framework which could be used to flesh out stuff in more human detail.

While Copilot might have its most immediate use in helping to create content like images or writing documents/emails for you, there are other collaborative benefits too, some of which were covered in the announcement. As Malcolm says above, maybe we will need to tweak how we collaborate (using channels instead of chat for group discussions, for example) to properly harness the capabilities to good effect.

On asking Copilot in Edge to summarize the announcement page to less than 200 words, it offered:

· Copilot Pages: Introducing a dynamic, persistent canvas for AI collaboration, allowing teams to work together in real-time with AI-generated content.

· Enhanced Microsoft 365 Apps: Significant improvements in Teams, Excel, PowerPoint, Outlook, and Word, including new features like Copilot in Excel with Python for advanced data analysis.

· Copilot Agents: New AI assistants to automate and execute business processes, with an easy-to-use agent builder for creating custom agents.

· User Feedback and Updates: Over 700 product updates and 150 new features based on feedback from nearly 1,000 customers, improving performance and user satisfaction.

So there are lots and lots of new features coming, if not here already. Yay.

Meetings, transcripts and notes

One of the nicer new widgets that Copilot has brought recently is for putting meeting notes into OneNote. Previously, to record what happened in a meeting, you’d ask either Teams Premium or Copilot to generate some kind of notes, then copy/paste the text into OneNote alongside other stuff you might have jotted down yourself during the meeting.

Now, it’s made the process a whole lot easier – first, you need to be sure the meeting has been recorded or transcribed. If you go back to the Meeting inside Teams (look in the Chat node), you might see a Recap option which will give you the summary of what happened, along with actions that were discussed:

Now, go into OneNote, navigate to your existing notes page for a meeting (or create a new one) and go to Insert Meeting details. It will offer you a pane on the right side showing a selection of meetings from your calendar.

Previously, this would have copied just the bumph from Outlook like the date/time, subject and who the attendees were – useful as that is – but now has added a bunch more…

It’s a brilliantly useful way of adding some extra content to notes you might already be taking, or just to more easily organize notes and follow up actions from within OneNote rather than grubbing about in Teams to find them.

#41: New ≠ better

Posted on August 30, 2024 (Updated August 30, 2024) by ewand

Tip o' the Week

Last week’s tip talked about product Roadmaps and the search for new features; this week’s focuses on two evolving applications that readers may have a fondness for or perhaps an aversion to.

As previewed in Tip o’ the Week #678, both Outlook and Teams have been getting some New-ness by having completely re-written applications with the goal of taking the baton from the old one. This model doesn’t always turn out to be successful – see the confusion that was OneNote supposedly transitioning from a classic Windows app to a Store / UWP app, then giving up and moving back. Or the slow-motion car crash that is Sonos’ new app rollout.

As an aside: LinkedIn really doesn’t make it easy to search previous newsletter articles; that’s one reason why these are also published at www.tipoweek.com, providing a nicely tagged way of re-locating stuff that you might have seen before.

Sometimes, the effort that goes into keeping an old application fresh, secure and performing well can be more than just re-writing it from scratch and phasing the old one out. But Better does not always come with New, at least not in the early stages.

One Teams to Rule Them All

Three years before its pandemic-fueled usage explosion, Teams was launched as a kind of amalgam of Skype for Business and the technologically separate and consumer-oriented Skype (which still exists, to some degree). Teams came along with added collaborative stuff that had been brewing for some years, to try to offer an alternative to Slack.

To help the development cycle, and to keep a degree of parity between Windows, Mac and web apps, the original Teams app used a variety of technologies which caused a pretty high memory overhead on Windows. Later acknowledge by Microsoft, the decision was taken to rearchitect completely with the goal of reducing memory usage by half whilst doubling performance.

After releasing “New Teams” in October 2023, that left Microsoft with 3 separate Teams clients – the original, resource hog one, then the New Teams one which did more-or-less the same things, and the inexplicable “Teams for Home” which was a different version that could only use a Microsoft Account to sign in.

Fortunately, Microsoft has updated New Teams (now just “Microsoft Teams”) to fold in the “Teams (free)” / “Teams for Home” functionality, so there’s only really a single version of note. If you still want to make sure all your PC’s memory gets a good workout, the original Teams app is still available as “Teams classic (work or school)”, at least for now. Phew.

The Old Dog and the New Pup

Outlook has a much longer legacy, dating 20 years before Teams and with some of its innards back to the early 1990s and the original Exchange “Capone” client (and Exchange was dubbed “The Big Dog of BackOffice“).

Microsoft has a long-held desire to move away from the old design and architecture, to something more “Modern” and webby. Just as Teams was built using technology that could span different client architectures, the intent is to create a new Outlook family centered around the same Web UX as seen in Outlook Web App.

Having been in preview for a while, the now-released “New Outlook” was being developed to replace Windows’ built-in Mail & Calendar app(s) in the near future, though not to universal approval. Plus ça change and all that.

Some reviewers want to hold on to the Mail & Calendar apps

Building an app which is effectively a web experience but looks like a desktop one, has its own challenges that Microsoft is trying to address before the inevitable full retirement of Old Outlook in favour of the new one.

If you’re an existing Outlook (classic) user, do not be tantalized by the Try the new Outlook option on the top right – press the button only if you’re already prepared for the consequences.

Actually, you can run classic Outlook and New Outlook side by side if you like; selecting the “Try the new…” button just means that trying to start Old Outlook will just bring up the new one instead; if you go through the routine of Trying the new, it will set up your profile and when done, you can switch it off and have both clients set up to connect to the same accounts.

There are some downsides. Web Applications aren’t typically very good at being offline, and email is one of those things that you might like to use when on a plane or even being on a slow network. New Outlook is getting some offline capabilities but don’t expect it to be the same as the old one.

And don’t even think about using local archives, not for a while…

Most users of Teams would see the New version as an improvement, even if it doesn’t match all the functionality of the original. It’s certainly easier when switching around between tenants, such as when you’re working with several different companies. Almost everyone will automatically get the new version in place of the old, with a few diehards holding out before eventually being subsumed.

New Outlook is going to take a bit more time to get used to. There is a feature comparison which gives some idea of the differences; if you don’t get vast amounts of email, then New Outlook is OK. If you have multiple email accounts to deal with, it makes a reasonable fist of showing them in one place rather than needing a separate browser window for each, but then Old Outlook did that too. Somewhat annoyingly, New Outlook can’t combine mailboxes into a single Inbox view, like the mobile Outlook client does, and it won’t let you search across different mailboxes either.

It looks like Old Outlook will still be with us for at least 5 years – maybe it’ll live on while email has not yet been replaced by other messaging apps like WhatsApp and Teams.

#26: Further Outlook Calendar Fun

Posted on May 10, 2024 by ewand

Following on from last week’s tip on New Outlook and its addition of the “In-person” switch to designate a meeting as taking place in actual 3D, here’s a quick look back at another calendary thing that’s been in Exchange and Outlook since the year dot – the meeting status.

When you create an entry in your calendar, you can set whether it shows you as busy or not – the original status choices being free/tentative/busy/OOF. Microsoft added the new “Working elsewhere” more than a decade ago, though it never really took off. It wasn’t helped by the lack of support on some clients, and an initial gnarly bug in Exchange 2013 which meant Working Elsewhere appointments sometimes disappeared. It does work pretty well now, though – Think of it like a soft Out of Office which doesn’t get in the way of people booking time with you, but it does signify that you’re not physically in the office. That’s a lot more likely these days than it was 11 years ago.

Showing your actual availability is a bit more nuanced than it was when Outlook was launched in 1997; you might be technically Out of Office but still able to be contacted in some ways. You could set a status message in Teams to add context to where you are or how available you might be.

Of course, making sure other people can see your calendar (at least sharing the high level view of where you are and what you’re doing) will help, and do tell people to use the scheduling assistant in Outlook when trying to book meetings with you. Maybe also set your Work Hours to make it clear if you habitually work at different times to your colleagues, take Friday afternoons off etc.

If you have a group of people who work closely together, you could try using a variety of other tools to track whereabouts and make it easier to meet – check out TeamLink, a free Power App that runs inside of Teams, or perhaps the supposedly forthcoming feature set formerly introduced as Microsoft Places.

Finally, there are two stages of Out of Office – there’s the automatic message you might set to respond to emails to say you’re away; the best OOF messages might just apologize that you’re gone so will probably never read these emails. Alternatively, you could set the status of your appointment to show OOF and then people who can see your calendar will know you’re just gone for a while, such as away for the afternoon, but you haven’t gone to the extent of setting up an auto-response.

Both of these can also help with voice messaging, either external telephone calls if you’re using Teams Phone or just “calls” directly into Teams from colleagues or other external contacts. Look in Teams settings, and you can set up how you want to handle calls that go unanswered. You can record your own greeting, or just type in a message and have the system say that to the caller.

Note the granularity where you could have a message played only during times when your calendar is showing Out of Office.

#25: Where shall we meet again?

Posted on May 3, 2024 by ewand

If you are of the 400 million or so users of Microsoft 365, you probably use email as one of the key services, provided by Exchange Online. A little more than 28 years ago, Microsoft released Exchange Server, its first proper server product* and a key progenitor of Active Directory, an enabler of pervasive use of email in business and even standardising the means to deliver mail to your mobile.

Though its main usage is email and calendaring, Exchange was designed in an era when “groupware” was the next big thing; the idea was that the server would be a database of loosely structured data that end users would interact with using forms to display and edit those data. As it happens, an email message is just a bunch of data items like the recipients’ names, the subject and a whole load of hidden fields used in routing, storing and managing that message. When you open that message in Outlook, it uses a form which looks like an email to interpret the fields.

Outlook 97 and its numerous successors all feature a form editing capability – right-click on the toolbar, choose Customize then on the resulting dialog, you’ll see a hidden “Developer” tab.

Tick that box to unveil it and you’ll see a new ribbon tab with all kinds of functions, one of which is to choose a form from various libraries, or even design a new one (based on an existing form, such as an email or a contact card).

A relatively simple use of this kind of thing would be to add a custom field or two to an existing form; it might be easier to use categories but if you wanted to include some more structured information to a contact form, for example, you could put additional data fields with validation logic behind them. Essentially what you’d be doing here is adding some custom fields to the database, and you’d also be customizing the form which is used to view and edit that newly extended data structure.

For one practical application of this technique, see ToW 259, which shows you how to track who you sent and received Christmas cards to/from, by modifying your contacts form.

The downside of customizing a form is that you need to distribute the newly extended form otherwise people won’t be able to see the additional fields – that’s essentially an automatic process when using Exchange and Outlook within a single organization (the form is published on the server), but it becomes a whole lot messier when dealing with external parties. And it doesn’t work at all on web, or mobile, or the “New Outlook” (which is basically the web client wrapped up to look like an app). So, it’s super useful these days.

New Outlook, new Meetings

One of the subtle changes that New Outlook introduces to anyone who switches from Old Outlook, is a change in name to a key part of its functionality. In Outlook, you have appointments (which are things you put in your own diary) and meetings (which are appointments to which you invite other people or resources – or have been invited by the organizer – and that changes the form which is used to interact with the calendar entry).

New Outlook simply has “Events”, which essentially combines the previous two concepts in one. As well as a different UI, New Outlook adds some other functions, like the “In-person event” button, which lets you make the point that a meeting is taking place IRL rather than only virtually.

This same functionality is not available in Old Outlook or in mobile versions, only in Web App and New Outlook – but that doesn’t really matter too much, as all the “in-person” switch does is to append “[In-person]” to the end of the Title line.

Clearing the switch removes the text, though it’s just searching for that string and hacking it out (set a Subject line of I like people [In-person] [In-person] [In-person] and then toggle the switch back and forth a couple of times to observe). A more elegant way of building this would have been to make a new field on the Appointment / Meeting object called “in-person” and then had Outlook et al flip that switch, rather than just tagging a bit of text on. Oh well…

If you’d like to explore what lies beneath your favourite Outlook form, try opening the item (Contact, message, Task etc) in Old Outlook, and if you don’t see a Developer tab, repeat the exercise from earlier and right-click / customize / enable Developer. You’ll then see a “Design This Form” option, which flips your current item into developer mode, exposing hidden regions. Look in the “all fields” tab, and you’ll find every property that has been set on the item.

This trick can be useful for finding out when an appointment has really been created in someone else’s calendar (if they share their calendar) – if they are suddenly unavailable to meet, you could see if they had that blocking appointment in there already or just created it after you’d asked…

APPENDIX

Email was first invented in 1971, and by the mid 1990s it was in common use amongst people who worked on terminals or desktop computers as a large part of their job. While standards like X400 and SMTP existed for exchanging email with other entities, you weren’t going to be emailing your bank manager or booking a doctors appointment. For some reason, X400 never really took off as intended – who knows why? Most companies which used email relied on it for internal communications – IBM’s NOSS internal system (a PROFS implementation) had over 350,000 users by the end of the 1980s, with no easy way to send email to external parties.

As dial-up services like AOL and ComuServe started gaining popularity amongst home users, and those walled-garden opened up and allowed exchange of email over the internet, companies began to adopt email more widely and people would start to put their email address on their business cards (alongside their fax number).

*Exchange was arguably Microsoft’s first proper server product, apart from Windows NT Server on which it ran. There were other back-end products which pre-dated Exchange, like SMS (systems management software), SNA server (for communicating with mainframes) and the early NT variants of SQL Server which had been based on Sybase’s SQL Server. These and Exchange had been bundled together as Microsoft BackOffice for a while. Exchange was the first Microsoft server product that most end users would interact with.

#14: Meetings are a drag

Posted on February 16, 2024 by ewand

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.

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.

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.

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.

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.

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.

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.

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.

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

#13: New Outlook gets in own way

Posted on February 9, 2024 by ewand

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…

[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.

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.

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:

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.

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:

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…

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!

It’s baaaack… Tip OF the Week returns

Posted on September 14, 2023 (Updated January 15, 2024) by ewand

OK, I said it was gone but it’s just been resting.

Tip o’ the Week is no longer the internal email in Microsoft, but was being published weekly on the OnMSFT.com site – as “Tip of the Week”…

[UPDATE – January 2024 – OnMSFT.com has been acquired by another site so may be transitioned, or disappear altogether…]

Tip of the Week #1: That function key most Office users don’t know about deals with function keys in general and in particular that shortcut to repeat the last thing you did in an Office app…

Tip of the Week #2: The OneNote addin everyone needs covers the shift to and from UWP apps and the benefit of moving back to OneNote’s traditional architecture due to the incredible OneTastic addin that is only available on that version.

Tip of the Week #3: Using Multiple Calendars in Outlook – Most people who use Outlook probably know that you can show multiple calendars at the same time, even overlaying them. But have you ever tried using the list view to show a table of appointments instead, so you can see everything that is coming up?

Tip of the Week #4: Calendar sharing using Bookings with Me – Microsoft has had a few goes at making it easier to share your availability with other people, from the basic Free/Busy in Outlook (typically within your organization) to tools like FindTime, which sends a poll to every attendee to get them to vote on the best time for them.

If you’re looking at offering your availability to others – especially if outside your organization – then the relatively new “Bookings with me” is worth a look. Think of it like Calendly but it’s part of (some) M365 packages…

Tip of the Week #5: Time management in & out of Windows – Did you ever have to call the speaking clock or set your watch off the clock at the bottom of the TV news? Fortunately, time setting in Windows is mostly automatic but here are some tips for how to tweak it, how to display other clocks and how to know what the time really is…

Tip of the Week #6: Managing Screenshots – SHIFT+WindowsKey+S is a supremely useful key combination; capturing parts of the screen with Snipping Tool and its numerous variants has long been a handy feature and as it gets updated, it’s getting better all the time.

Tip of the Week #7: Taskbar icons for Edge profiles (and other apps) – How to change the icon on your Win11 taskbar for different profiles of the browser, to make it easier to distinguish between them.

Tip of the Week #8: Juggling with Daylight Saving Time – Handling that awkward period where multiple parts of the world move into a different time, but not all on the same week…