Outlook Life Hacks Shawn Dorward
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1 Outlook Life Hacks Shawn Dorward
2 Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead Headquartered in Charlotte, NC Founded in 1989 Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Vision/Summit/Amplify/GPTech/Webinar Presenter! Microsoft Gold Certified Partner Podcast: Personal Blog: Company Blog:
3 Headquartered in Charlotte, NC Founded in 1989 OUR COMPANY Microsoft Gold Certified Partner 97% Client Retention Rate InterDyn Artis specializes in the implementation, service and support of Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) solutions. Worldwide InterDyn Alliance Member (704)
4 Show in Favorites Add Important Folders to the top of your outlook Panel Just right click and choose Show in Favorites Ideas Add Multiple Inboxes Favorite Folders
5 Stay Focused with better Notifications! This setting is the global default Turning this off means will get NO pop up notifications unless you setup a rule. Outlook looks here first, then to a rule if a rule says Show Desktop Notification then a notification will be displayed, based on that rule Where: File/Options/Main/Message Arrival
6 Desktop Notifications Now that the global option is turned off you can create rules to get desktop notifications for ONLY the s you want! Ideas Where you are TO and not CC Your Boss? Spouse?
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9 Rules are Cool! Use rules to automatically move to folders From specific people? Contain Specific Words? Use rules to help keep you organized!!
10 Conditional Formatting Change the way unread s look Show overdue s to get your attention! Delete I mean Highlight s from your boss!
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12 Define Conditions for Formatting
13 Focus on Today! s can be overwhelming. Start with today!
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15 Use Search Folders to show all Folders
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20 Don t just search Dynamically Search! All Flagged Items where I am in the TO section (High Priority) where I am in the CC section (Normal Priority) where I am in the BCC section ( why do people do this Priority)
21 Want to exclude Deleted items in Search?
22 Out of Office vs. Automatic Reply Use Template instead of generic Out of Office message Where: File/Automatic Replies
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24 The real reason you are CC d on an Thought it would be helpful Because you re my boss and I want you to see that I am doing stuff To Guilt you into something To Prove you knew about this To embarrass you for not doing something A Power Move
25 Public Service Announcement!! CRM & GP Product Suggestions
26 Create Tasks using Quick Steps Is the a task? Create a task (with attachment) and then move
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28 Recover Deleted s Missing s? No problem! If you are a folder user, this is for you!
29 Use Sign! No, it s not Twitter Do you want to get someone s attention when composing an ? to start a lookup to your inbox contacts Auto add to To Section
30 Attachments Should the attachment be a shared link? Should the attachment be a copy of the document? Want to get asked each time? Where: File/Options/General/Attachment Options
31 Auto Correct & Dictionary Is your outlook changing things that you didn t Nintendo change? Incorrect speelling not showing as incorrect? Where: File/Options/Mail/Compose Message
32 Auto Change & Dictionary Where: File/Options/Mail/Compose Message
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35 Reply All Reply all s are not fun! Want to stop receiving them? Use the Ignore button! Works for any conversation, not just reply all!
36 Quick Parts Reuse content over and over! Designed for the body of the , not the signature! Add to Quick Ribbon Right Click!
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38 Where: Do you proof read your s?
39 Do you proof read your s? Spend more time proofing our s and less time worrying about the subject! TONE IS IMPOTANT! No matter how many times you re read your message, you are going to miss things your minds eye is in charge! How about Proof LISTEN? Have s read back to you! Where:
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42 Shawn Dorward Microsoft MVP, Business Solutions Dynamics GP Practice Lead Headquartered in Charlotte, NC Founded in 1989 Long Time Dynamics GP User and GPUG FAN! Almost 20 Years of Accounting and GP experience GPUG Summit Planning Committee (2014-Present) Charlotte Regional Chapter Leader (2012-Present) Charleston Regional Chapter Leader (2017-Present) Vision/Summit/Amplify/GPTech/Webinar Presenter! Microsoft Gold Certified Partner Podcast: Personal Blog: Company Blog:
Shawn Dorward, MVP. Getting Started with Power Query
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PSTL Free Tools That Can Save Your Life!
PSTL Free Tools That Can Save Your Life! Shawn Dorward, InterDyn Artis @GPUG www.gpug.com info@gpug.com Meet our Presenter InterDyn Artis specializes in the implementation, service and support of Microsoft
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