Understanding Outlook

Understanding Email versus PIM information

Historically, email accounts dealt with only one type of information – email messages being sent and recieved. At the very core of the process, that is still very much true today for the most part with extensions added to store and retrieve PIM (Personal Information Management) data such as contacts, calendar and tasks. As things […]

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Understanding Outlook Configuration & Profiles

All versions of Outlook create and utilize an <Outlook Profile> before it can be used. On a new machine (or one that has been reformatted) where Outlook has been installed for the first time, Outlook will require that an Outlook profile be created which for the vast majority of people includes the configuration of at […]

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Understanding Email Accounts and Email Clients

The Email Account As described in “Understanding the Email Process“, an email account for the purposes of these series of articles is defined as the server location where your email address resides and email gets delivered or in short, the term “email account” is used synonmously with the term “email address”. However, there is one […]

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Outlook How To

How to Move/Copy Import/Export the Outlook Address Book

This article is an extension of the related “Understanding the Outlook Address Book” and “How to Change Outlook Address Book Settings“. The primary purpose of this article is to focus on the most common questions/issues people ask/encounter related to the Outlook Address Book. Two of the most common questions related to the Outlook Address Book […]

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How To Move content to an Outlook.com EAS account

Configuring the same email account multiple times in the same Outlook profile using different protocols (i.e. POP3, IMAP, EAS etc) is not something that would be considered but it can be done and in one case in particular provides the solution on how to move data into an Outlook.com EAS account configured in Outlook ‘2013 […]

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How to Start Outlook as a Fresh New Install

When problems are encountered, many people resort to uninstalling/re-installing Microsoft Office/Outlook in hopes that the problem will be eliminated. If the problem being encountered is related to the Outlook profile in any way, or more specifically related to email account issues, uninstalling/re-installing Outlook serves absolutely no purposes and is a complete waste of time. Outlook […]

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Understanding Migration

Understanding Email Protocols (POP, Imap, MAPI, EAS)

The email protocol is the process by which an email desktop/mobile client accesses the information (From and To) contained in an email account (your email address). Each of these protocols which are governed by universal standards (at the core level) have a specific set of capabilities in terms of how data is handled at the […]

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Understanding Outlook Profiles & Account Settings

All critical Outlook information as it pertains to email accounts and data files is stored in an Outlook profile. Any number of Outlook profiles can be created but only one can be designated as the “default” profile to be used when Outlook is opened. If your environment is such where different configurations need to be […]

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Understanding Outlook Migration – Part 1 – Settings

The most common area of frustration for people migrating to a new installation of Outlook is remembering the settings for existing email accounts especially if it’s something that hasn’t been done in a very, very long time. This doesn’t apply if you are upgrading from to a newer version of Outlook (MS Office) on a […]

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Outlook AddressBook

How to Change Outlook AddressBook Last/First Name sequence

The Outlook AddressBook allows for the sorting of the AddressBook names in either <First/Last Name> format or based on the value of the <FileAs> field. The example shown beside the Outlook AB setting for FileAs shows <Last, First> but that is simply an example of what the FileAs field can contain. A common misconception is […]

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How To Change Outlook AddressBook Settings

Two of the most common problems/questions about the Outlook AddressBook relate to which contacts appear by default when the AB is opened and the sequence in which contacts appear. The contact sort order in the AddressBook is commonly confused with the default settings for the FullName and FileAs as defined in contact folders. This video […]

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Avoiding Problems

Understanding Outlook Addin Problems After Upgrading

A very common type of problem description posted in the Microsoft Outlook Answer forum is one where something no longer works as expected particularly after Outlook has been upgraded. The term <upgrade> in this case also means when a newer version of Outlook has been installed on a new machine but the same versions of […]

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Understanding Basic Outlook Contact Sync Issues

There are many questions/problems posted about what people believe are Outlook problems as related to <sync> issues. This video describes why sync issues are not Outlook issues and shows real time examples of how problems can be encountered by a 3rd party program making changes to contact fields in Outlook data files (primary focus on […]

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Creating an Excel Named Range & avoiding Outlook import problems

The most common problems people encounter when importing data using an Excel file involve a missing <Named Range> or an incorrectly defined <Named Range> resulting in either too few or too many rows being imported into Excel. This video shows how to create an Excel <Named Range> and how to avoid common pitfalls related to […]

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General Articles

Understanding 32bit versus 64bit Office/Outlook choices

Microsoft Office ‘2010 and ‘2013 comes in 2 bit flavours – 32bit and 64bit. Many think that the 64bit version is automatically a better version to have when in fact, from a functional basis, the vast majority of people do not require the one major advantage that the 64 bit Office suite provides which is […]

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Using Outlook for Email Marketing

Being a provider of Outlook import/export products, we are aware of many customers that use (or want to use) Outlook for bulk mailing to some or all of their contact lists. However, there are some limitations and pitfalls associated with that process that many may not be aware of. Some of those limitations/pitfalls are as […]

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Understanding CSV file structure for Outlook

The acronym for CSV is “Comma Separated Values” representing a text file containing multiple fields in a single record/row where each field is separated by a comma. The other major element that is important to understand is the <field qualifier> character which is used to surround the value of a given field when the field […]

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Recent Posts

Understanding Outlook Default Folders versus Default Account

| 2014-12-08

It becomes very important to understand the significance of “Default” email accounts and data files especially when migrating from one version of Outlook to another on a different machine. The “default” email account and data file is set via Outlook Account Settings.The first email account configured in the profile is always assumed to be the […]

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Understanding Basic Email Definitions

| 2014-12-08

Email Account For individuals, the term “email address” and “Email Account” mean one and the same thing. A virtual location on a server managed by an Email Service Provider (ESP) for recieving and sending email. What additional information can be stored with this email account is determined by the ESP. In Outlook, the email accounts […]

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