How to better utilize Microsoft Outlook and SharePoint

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How would you like to be an Outlook master and SharePoint hero?

Learn the tips and tricks from someone who has been training corporate users on how to better utilize Microsoft Outlook for over 10 years. I'll also share with you some of my favorite Outlook and SharePoint websites and blogs.

I welcome your comments at the bottom of this page. How has Outlook helped you? Do you use Outlook in an unusual way? Would you like to know more about Outlook and SharePoint integration? What is SharePoint? Do you know? Do you wish you could use Outlook and SharePoint better? Ever wonder how to use Outlook to manage contacts? These questions and more can be answered through just a bit of Outlook training and SharePoint training.

And don't forget to make a stop at the Polling Station below, too. We'd love to hear from you.

We even have an Outlook Wish List. Tell us what features you'd like to see in Outlook.

What is SharePoint?

Most people know what Outlook is, but SharePoint is still fairly new. Let me explain in a nutshell what SharePoint is and what it provides.

SharePoint Services is a password protected website where you can share and collaborate with co-workers, teammates, clients, partners, and most anyone you need to work with. Think projects, tasks, calendars, team blogs, documents, event management, & more.

Small businesses can get this site with a SharePoint hosting company for about $30 a month. Cool!

Let's see....what shall we cover?

So many video tips, let's do these to start with:

1) Outlook 2007 and SharePoint Services 3 - Integrated Tasks features

2) Outlook 2007 Calendar and Google Calendar integration

3) Connect Outlook 2007 and SharePoint Document Libraries

Plus, I'll keep adding more. See some great books too

Outlook 2007 and SharePoint Services 3 - Integrated Tasks features 

Without question, the reason I switched to Office 2007 as fast as I did was because I couldn't wait to try out the latest and greatest new integration features between Outlook 2007 and SharePoint Services 3. I'll go on record to say that so far it's been extremely fun and I haven't been disappointed at all.

The Task integration features between Outlook 2007 and SharePoint Services 3 have brought me more surprises than I imagined, and to make it even better, the To-Do Bar picks them up. Woo Hoo! What does that mean exactly? Well, if there are tasks that are in a SharePoint site assigned to you and you have connected that SharePoint task list to your Outlook, your assigned tasks are visible and workable from the Outlook To-Do Bar. When you check-off one of those tasks through Outlook, the SharePoint task also gets updated. It's really an incredible way to work.

But don't take my word for it. Check out the video tutorial below to see how this works.

Video tutorial: Outlook 2007 and SharePoint Services 3.0 Integrated Task Features 

Outlook 2007 & SharePoint Services Integrated Tasks features

Without a doubt, the reason I switched to Office 2007 so quickly was because I couldn't wait to get my hands on the latest and greatest new integration features between Outlook 2007 and SharePoint Services 3. I'll go on record to say that I haven't been disappointed one single bit. I rather feel like a kid in a candy store. What do I look at next? Can I even single out one or two integration features? Probably not. The Task integration features between Outlook 2007 and SharePoint Services 3 have brought me more surprises than I imagined, and to make it even better, the To-Do Bar picks them up. Yowzaa!

curated content from YouTube

Outlook 2007 Calendar and Google Calendar integration 

It's about time! A really wonderful new Outlook 2007 feature is that it now has the ability to integrate with Internet Calendars. Internet Calendars are calendars that are shared through the Internet. I have created a video that shows you how Outlook 2007 now works with Google Calendars. A wonderful feature for someone that needs to update another user's Outlook calendar and have been looking for a simple solution that is built right into Outlook 2007. The really great thing is that Outlook periodically checks the Google Calendar for updates, and if any are found, they are downloaded to the calendar copy in Outlook. Combine this feature with the side-by-side calendar view and the new calendar overlay view, and you've got some fantastic functionality.

Check out the video below to see how this works.

Video tutorial: Outlook 2007 Calendar and Google Calendar integration 

Outlook 2007 Calendar and Google Calendar integration

Finally! A great new Outlook 2007 feature is its ability to incorporate integration with Internet Calendars. Internet Calendars are calendars that are shared through the Internet. These calendars are based upon a global Internet standard that allows calendar information to be exchanged between people regardless of the application that is used to create or view the information. This particular video focuses on how Outlook 2007 now works with Google Calendars. A really great feature for someone that needs to update another person's Outlook calendar and have been looking for a simple solution that is free. The really great thing is that Outlook periodically checks the Google Calendar for updates, and if any are found, they are downloaded to the calendar copy in Outlook. Couple this feature with the side-by-side calendar view and the new calendar overlay view, and you've got some slick functionality. More to come on how to utilize Internet Calendars with Outlook and other great new calendar functionality.

curated content from YouTube

Connect Outlook 2007 and SharePoint Document Libraries 

Outlook 2003 had some limited integration with SharePoint, providing a way for you to see some of the SharePoint information (Calendar and Contacts) in Outlook along with your personal information. In Outlook 2007, Microsoft has taken this to a whole new level of functionality and integration.

The video below will focus on the new Document Library syncing capability that allows you to easily access, preview, search, and edit your SharePoint document libraries in Outlook 2007.

Also, are you looking to find more about how to work with Outlook and SharePoint? Here's a great article (with screenshots) about how these two provide online and offline functionality for sharing documents.

Check out this blog post from the link below:

http://blogs.msdn.com/outlook/archive/2007/09/28/sharepoint-outlook-the-perfect-link.aspx

Video tutorial: Connect Outlook 2007 and SharePoint Document Libraries 

Connect Outlook 2007 and SharePoint Document Libraries

Outlook 2003 had some limited integration with SharePoint, providing a way for you to see some of the SharePoint information (Calendar and Contacts) in Outlook along with your personal information. In Outlook 2007, Microsoft has taken this to a whole new level of functionality and integration. The video will focus on the new Document Library syncing capability that allows you to easily access, preview, search, and edit your SharePoint document libraries in Outlook 2007. Also, are you looking to find more about how to work with Outlook and SharePoint? Here's a great article (with screenshots) about how these two provide online and offline functionality for sharing documents. Check out this blog post from the link below: http://blogs.msdn.com/outlook/archive/2007/09/28/sharepoint-outlook-the-perfect-link.aspx

curated content from YouTube

Get IRS tax calendar into Outlook 

I created this video prompted by a simple email I received today. I immediately thought it would be a great example of how to utilize the new internet calendar functionality of Outlook 2007. It's just another way to show you how Outlook 2007 will help you to be more productive, plus it has the added bonus of taking you just a few minutes to do. In my book, that's always a plus.

Check out the video to see this shining example of the internet calendar (.ics) feature in Outlook 2007.

Video tutorial: Get IRS tax calendar into Outlook 

Get IRS 2008 tax calendar in your Outlook 2007

Get IRS 2008 tax calendar for Small Businesses and the Self-Employed in your Outlook 2007 using the new internet calendar feature in Outlook 2007.

curated content from YouTube

A SharePoint Services site screenshot

Great Articles on Outlook 

How To Share Outlook Information
Have you struggled with sharing your Outlook information?
Using Outlook 2003 to Manage your Contacts - 7 keys to Success
Who needs a full-blown CRM software? Possibly not you! Learn the built-in features that could save your sanity.
Microsoft Outlook vs Outlook Web Access vs Outlook Express
What is the difference between these three products? Find out!
25 Discontinued features and Modified features in Outlook 2007
Finding out what you'll be losing is just as important as what you'll be gaining. Don't upgrade without knowing.

"Know more! Do more! Be more productive using Microsoft Outlook and SharePoint Services!"

Andrea Kalli E-Learning Center - New courses...both free and paid 

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Outlook, SharePoint, and Business Technology Podcast 

Learn something new....Be more productive

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The Most Important Thing to Remember about Training

Training is your way to invest in yourself. You're going to get the most out of any software or product if you get at least some training to show you how to be more productive.

SharePoint books on Amazon 

Microsoft® Office SharePoint® Designer 2007 Step by Step by Penelope Coventry

Microsoft® Office SharePoint® Designer 2007 Step by Step by Penelope Coventry

The smart way to learn Office SharePoint Designer more...1 point

Outlook books on Amazon 

Total Workday Control Using Microsoft Outlook: The Eight Best Practices of Task and E-Mail Management by Michael Linenberger

Total Workday Control Using Microsoft Outlook: The Eight Best Practices of Task and E-Mail Management by Michael Linenberger

This book teaches you best practices of task and e more...1 point

Take Back Your Life!: Using Microsoft Office Outlook 2007 to Get Organized and Stay Organized by Sally McGhee

Take Back Your Life!: Using Microsoft Office Outlook 2007 to Get Organized and Stay Organized by Sally McGhee

If you re bogged down by unrelenting e-mail messag more...0 points

How to Do Everything with Microsoft Office Outlook 2007 (How to Do Everything) by Bill Mann

How to Do Everything with Microsoft Office Outlook 2007 (How to Do Everything) by Bill Mann

Get the most out of the all-new release of Outlook more...0 points

Feed your Brain...it's hungry

"Polling Station!
Participate in our polls below. We'd love to hear from you...REALLY!"

How do you use Outlook? 

Email? Contacts? Calendar? Tasks? Journal? Notes? What parts of Outlook do you use?

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What are your feelings toward Microsoft Outlook? 

Which one are you?

Let's hear from everyone! Tell us...do you love Outlook or do you dislike Outlook? (while I know there are those that really, REALLY don't like Outlook, but hate is too negative a word for me...so "dislike" is a close runner-up)

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Use Microsoft Outlook at home? 

How many of you also use Microsoft Outlook for personal / home use? A home office doesn't count...that's really business use.

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Fully using Outlook? 

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Outlook Version 

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Outlook Environment 

In what environment do you use Outlook every day, most of the day? As a stand alone Outlook? Outlook with Exchange Server?

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SharePoint Services 

Have you started using a SharePoint Services site for your company, team, or client collaboration? Hosted or on your own server? What version are you using?

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What do you use at work for your business? 

How many of you use Microsoft Outlook for work? This can be for a company that you work for, or this can be if you have a home-based business.

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Outlook Wish List 

If there were one or two features you'd absolutely love to see in Outlook, now is the time to speak up. Who knows, maybe Microsoft is reading this...we can only hope, right? If you see your wish already listed, vote on it!

Outlook users unite!

Custom Outlook and Custom SharePoint

It would be great if a custom SharePoint list form more...0 points

Floating components

It would be great if components like the task list more...0 points

New Guestbook 

Lensmaster

Terry Green wrote

What a great page Andrea ... so much information that I'll be coming back frequently to learn more and more. Keep at it, it's great content!!!

Reply Posted February 26, 2008

Lensmaster

Sharon Williams wrote

This squid lens just reinforces for me that you are really the Outlook and Sharepoint guru. That's why you are my first resource for all things Outlook and Sharepoint. I will always refer individuals with questions to you. You're the best!

Reply Posted February 23, 2008

Music-Resource wrote...

Hi Akalli, Nice Outlook and SharePoint lens. I like the use of callouts and sticky notes. The polls add some nice interactivity and the vids are very instructional. Excellent job. ~Music Resource~

ReplyPosted February 19, 2008

Lensmaster

LegalTypist wrote

Andrea:

This page is a treasure trove of practical and valuable information for those who use (or who want to use) Outlook, Sharepoint or both to their fullest.

The page highlights the fact that you are not just an expert in those applications, but in training others remotely as well. You have assembled everything anyone needs to become an Outlook/Sharepoint power user.

I will bookmark, visit often and let my contacts know of this fabulous resource - THANK YOU!

Andrea Cannavina, MVA
LegalTypist, Inc.

Reply Posted February 18, 2008

Lensmaster

Karen Reddick wrote

Andrea - You continue to amaze me with your knowledge. Fantastic work!

Reply Posted February 17, 2008

Lensmaster

Stan Shields wrote

Very nice job Andrea, as always. Keep up the good work. I have told you many times, you are my savior!

Reply Posted February 17, 2008

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