Welcome to Fairleigh Dickinson University. As a new member of our campus community, one of your first priorities will be gaining access to FDU NetID. With an FDU NetID, you will have access to a variety of IT resources, including Office365. Depending on your role within the University, you will either be creating an account or claiming an account that has already been created for you. Please follow the process below which applies to you.

New Student through Welcome Email (US Students)

If you are a new student of our New Jersey campuses and you have received a Welcome email from fdu-it@fdu.edu, please visit the link below

New Student

If you are a new student at FDU Vancouver or if you are a New Jersey based student that has not received a Welcome Email, please visit the link below

New Faculty, Staff Member Temporary Employee, or On-Campus Contractor

If you are a new Faculty, adjunct Faculty, Staff member, temporary employee, or contractor who works on campus and requires a NetID, please visit the link below

All Others

If you are entitled to an FDU NetID account and either do not fall under any of the categories above or attempted to claim their NetID and received a message that your NetID has not been created, please visit the link below

Whether you’re working at home or the office, OneDrive makes it easy to create new documents and share your files. You can even collaborate with others on a document.

In the following external article, you’ll learn how to create documents and folders. It will go over how to share your files with different groups of people, as well as the various collaboration tools available in Office 365.

Section – About

Part : What is FDU Anywhere?

What is FDU Anywhere?

FDU provides remote access to many software applications typically found in university computer labs. This new Virtual Desktop Infrastructure (VDI) gives users access to a Windows desktop environment along with many General Lab Software, without requiring downloading and installing programs on a user’s personal equipment. The service, called FDU Anywhere, is powered by University Systems and Networking (USAN) and can be found at anywhere.fdu.edu.

FDU Anywhere

Using FDU Anywhere is like walking into one of FDU’s computer labs. Upon logging in with your FDU NetID and password, you will have access to the virtual platform. To find a list of currently available software on FDU Anywhere, use the FDU Software Catalog. A listing of available Free and Open Source software can also be found by visiting the FDU Software Catalog.

The FDU Software Catalog provides an up-to-date catalog of software available to Faculty, Staff, and Students at the university:

Part : System & Network Requirements

System & Network Requirements

System Requirements

FDU Anywhere is a powerful resource with a lightweight footprint. In order to utilize FDU Anywhere, you must have the following:

• Any device with a browser that supports HTML 5 will work. HTML 5 is supported by almost all desktop and mobile browsers including Google Chrome, Apple Safari, Microsoft Edge, and Mozilla Firefox
• An internet connection
• FDU NetID credentials

Network Requirements

For the best experience, while using FDU Anywhere, your network should:

• Have a download speed of at least 5Mb/s or more
• If your download speed falls below 5Mb/s, the connection could become unstable and cause issues with your stream
• Have an upload speed of 5Mb/s or higher
• An upload speed of 5Mb/s is enough to use a basic mouse, keyboard, and controller. More bandwidth-heavy devices such as webcams, microphones, and external storage devices can use up to 100Mb/s
• Wired network connections are preferred over Wi-Fi network connections whenever possible
• Wired network connections are more stable and offer more bandwidth over Wi-Fi

For graphics-intensive applications, like Adobe Creative Cloud and Autodesk, we recommend using a wired network connection instead of Wi-Fi, ideally with a bandwidth of 5 Mbp/s.

Wi-Fi networks with 5Ghz rated wireless connections are preferred over 2.4Ghz wireless routers and provide better performance.

VPN Applications and Connections

Testing your Connection

Your experience with FDU Anywhere greatly depends on your internet connection. Testing your connection can help you identify and correct most issues.

To test your Internet connection speed, click the link below:

Internet Speed Test

Section – Basics

Part : Using FDU Anywhere

Using FDU Anywhere

FDU Anywhere is available to all students and accessible by following the instructions below:

Accessing FDU Anywhere

1. From any web browser, visit “anywhere.fdu.edu“

FDU Anywhere

2. Use your FDU Credentials (NetID and associated password) to complete the login to the FDU Anywhere

General Lab

2. The selected app or desktop opens in a new browser tab

Log Out of FDU Anywhere

Logging out is a critical step in making sure others continue to be able to easily access FDU Anywhere services. To log out of FDU Anywhere, follow these steps:

1. Single click the Windows “Start “Button
2. Single click On your “Name“
3. Single click on “Sign Out“

4. On the upper left-hand side, click the “Hamburger” menu icon

5. Single click on “Log Out“

6. Single click on “OK” to confirm Logout

You have now been logged out of FDU Anywhere.

Automatic Session Logout Policy

In order to help make FDU Anywhere as available as possible to all students, accounts that have been inactive (or idle) for 15 minutes will automatically be logged out.

Part : Accessing and Using OneDrive

Accessing and Using OneDrive

There are many ways in which you can access and save files within FDU Anywhere. Fairleigh Dickinson University highly recommends saving all files on your FDU Microsoft 365 OneDrive which is accessible within FDU Anywhere. There will be a first-time setup and initialization process required in order to use OneDrive within FDU Anywhere.

Setup and Initialization Process

Accessing your Microsoft 365 OneDrive account is done easily by following these instructions:

1. From the FDU Anywhere General Lab, single click on the “OneDrive” icon found on the windows desktop

2. Enter your FDU NetID and single click “Next“. Follow the FDU standard single sign-on prompts to complete the login process

3. You have now successfully logged into OneDrive, single click “Next“

4. Microsoft OneDrive may prompt you to backup your folders, click “Next” to skip this step.

5. A brief overview will be given on OneDrive, to begin, single click “Next“

6. When the tutorial is finished, single click “Later“

7. OneDrive setup is complete and ready to use. Click the “X” to close the window or “Open My OneDrive Folder” to access files

Using OneDrive

Using Microsoft OneDrive within FDU Anywhere is very similar to accessing, saving and opening files on a computer. Just open up File Explorer and look for OneDrive – Fairleigh Dickinson University.

Part : Working With Files

Zipping Files

if you need to zip files in order to submit them to Webcampus, please follow these instructions:

1. Single click the file or folder

2. Right click on 7-zip then click “Add to Archive“

3. Change Archive Format to “zip” like in the picture below then click “OK” to zip your files

The zip archiving process could take some time depending on the size of the file. Once completed, the file will be in the same location as the folder is. You can then email or upload your file to your professor.

Alternate Way to Zip Files

1. Click “Start” on the taskbar on the left-hand side
2. Type “7zip” and 7-zip File Manager will appear. Click on “7-zip File Manager“

3. Click on “7-Zip File Manager“
4. Navigate to the location of your saved file/folder and click to highlight, then click the “Add” button at the top

5. Change Archive Format to zip and then click “OK” to zip your files

The file will now be zipped and you will find your file in the same folder as the project folder or file you wanted to zip.

Submitting Files to WebCampus

In order to successfully submit your coursework to WebCampus, it is best to use the Google Chrome, Mozilla Firefox or Microsoft Edge web browser located on the desktop of FDU Anywhere.

In order to submit your coursework to Webcampus, you can log on from within FDU Anywhere. For more information on Webcampus visit:

Part : Keyboard Shortcuts

Keyboard Shortcuts

Sometimes you may want to copy and paste content from your own computer to an FDU Anywhere desktop or application. You can do this using the copy-and-paste menus or keyboard shortcuts, for example, “Ctrl+C” and “Ctrl+V“.

If you are unable to copy and paste for any reason, we recommend using our FDU OneDrive service to access any files not found in FDU Anywhere.

Windows OS to FDU Anywhere

1. Highlight the text you want to copy from your computer
2. Press “CTRL+C” to copy the selected text
3. Move the cursor to the paste location in FDU Anywhere
4. Press “CTRL+V” to paste the text

Your macOS to FDU Anywhere

1. Highlight the text you want to copy from your computer
2. Press “COMMAND+C “to copy the selected text
3. macOS also supports “CTRL+C“

4. Move the cursor to the paste location in “FDU Anywhere“
5. Press “CTRL+V” to paste the text

Section – Support

Part : Getting Support

Getting Support

SAMI Support

Part : Network Optimization

Network Optimization

If you are experiencing issues while using FDU Anywhere, please use the following tips as guidelines to help improve your experience.

Power-cycle your Modem / Router

Power cycling your modem and router allows them to reset and re-establish a connection to your Internet Service Provider (ISP). Shut down your computer and unplug your modem/router. Plug them back in after 60 seconds and watch the lights on your modem/router. Once the lights are on and steady, start your computer.

Keep all your Local Components Up-to-date

Check that your modem/router and your local computer are totally up to date. This includes the operating system, driver, and browser updates.

Disconnect / Turn off any Devices that are not in use

Some devices could be using bandwidth while on standby. Gaming consoles, for example, might download and install updates. Turn off these devices to keep your bandwidth free.

Use an Ethernet Cable

Using a wired Ethernet connection will make your connection more stable and eliminate additional latency compared to a wireless connection.

Change your Wi-Fi Configuration

If a wired Ethernet connection is not possible or your device requires a wireless connection:

• Connect to a 5GHz wireless network. Some routers offer both 2.4GHz connections and 5GHz
• Place your devices (such as a computer or smartphone) and your router closer to each other

Legacy Authentication is a term Microsoft sometimes uses to describe basic authentication when used with its cloud-based services. This is in contrast with the term “modern authentication” which provides more security and capabilities.

Legacy Authentication Topics

Legacy (or basic) authentication is characterized by:

• A client or network protocol that is incapable or not configured to do modern authentication
  
• A client which sends both the username and password to the application
  
• An application using the username and password to get a logon token on behalf of the user

Modern authentication is characterized by:

• a client and service capable and configured to use OpenID Connect, SAML, and/or OAuth 2.0 for authentication AND
  
• a client and service which can accept redirects to the identity provider for all authentication interactions and can work with authentication tokens of the protocols above

All Microsoft cloud services are modern authentication capable.

Whether legacy or modern authentication is used is dependent on the client capabilities. To use modern authentication, you can, in many cases, update your client application or change to an alternative client application.

A list of known clients using legacy authentication is available. Transitioning from legacy authentication usually requires the individual user to change the client software they are using, which may require assistance from the Fairleigh Dickinson University Technical Assistance Center (UTAC).

Protection with two-factor authentication (2FA)

Legacy authentication can not be protected by 2FA. Because the password is known to the application accessed via legacy authentication, it is less secure than modern authentication. If legacy authentication is not blocked for your account, 3rd party applications can ask for your credentials and have your password without you being aware they do.

Transition from legacy authentication

For the typical user, the complexity of determining whether you are using legacy authentication is significant. If you are using one of the client applications that does not use modern authentication protocols (see section below for a list of known clients using legacy authentication), you should replace them. If you don’t have one of these client applications but still suspect you have legacy authentication, contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) for assistance.

In most cases, users will need to do one or more of the following:

• Update their application to a version that supports modern authentication protocols
  
• Upgrade to the latest version of their phone operating system
  
• Remove and re-add their FDU account in the configuration of their iOS or macOS application so it will use modern authentication protocols

All three of these actions are informed by the list of known insecure client apps. FDU IT doesn’t know your devices like you do, nor do we manage which client applications you use, so only you can identify where action needs to be taken.

If you don’t seem to have one of the insecure client applications but still suspect you have legacy authentication, For the typical user, the complexity of determining whether you are using legacy authentication is significant. If you are using one of the client applications that does not use modern authentication protocols (see section below for a list of known clients using legacy authentication), you should replace them. If you don’t have one of these client applications but still suspect you have legacy authentication, contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) for assistance.

1. Open “Settings“
   
2. Choose “Calendar” or “Mail“
   
3. Choose “Accounts“
   
4. Choose “Exchange” or “Google” – make sure you are choosing an account in the format fdunetid@fdu.edu

5. Choose “Delete account“

6. Confirm the deletion by choosing “Delete from my iPhone“

1. Open the “Gmail App“

2. Tap the Account icon in the top right to view all existing accounts

3. Tap “Manage Accounts on this device“

4. Select your @fdu.edu mail account from the list

5. Tap “Remove account“

To add your FDU Email account to an iOS device’s native “Mail” app follow the instructions on the link below:

This list is not intended to be comprehensive; it is only a list of known client applications. If you have one which should be added, please let us know.

Client App	FDU IT Recommendation	Notes
Outlook 2010 or earlier	Replace with one of the supported email clients
Outlook 2013 without special settings enabled	Replace with one of the supported email clients	Alternate resolution (not supported by FDU-IT): Enable Modern authentication for Office 2013 on Windows devices – Microsoft 365 admin | Microsoft Docs
Mail or Calendar on iOS11 or newer	Replace with one of the supported email clients	Alternate resolution (not supported by FDU-IT): Remove FDU account on device, then re-add FDU account. These apps now support modern authentication, but that support was only recently added and any account setup previously is “stuck” in legacy authentication. You’ll need to delete the account and set it back up fresh to get modern authentication. Apple plans to release an update which automatically fixes this.
Mail or Calendar on iOS 10 or lower	Replace with one of the supported email clients	Alternate resolution: upgrade to iOS 11 or newer, then follow resolutions for that scenario
Any client application on iPhone 5 and lower	Use OWA or replace this device
Any client application on iPad 4th generation and lower	Use OWA or replace this device
Eudora	Replace with one of the supported email clients
Pine	Replace with one of the supported email clients
Thunderbird	Replace with one of the supported email clients
Mac Mail on Mac OS 10.13 or earlier	Replace with one of the supported email clients	Alternate resolution (not supported by FDU-IT): Upgrade macOS, remove FDU account on device, then re-add FDU account
Any client application on Chromebooks	Use OWA or replace this device
Sharepoint Designer 2013	Retire the use of this discontinued tool.	Contact FDU IT for more information

You may see an email in your FDU inbox like this:

While the email message says it was sent by your IT department, it was not. This email message wasn’t actually sent–it only exists on your mobile device and was created to alert you to the fact that your client application can’t sign into your account. Your email access has not been blocked–it is only that this client application is broken. You can verify for yourself that your email access was not blocked by going to Outlook on the Web. And the reason the client application is broken is because it can only do legacy authentication OR it only has cached credentials which are based on legacy authentication.

There are several ways to determine if you’re using Basic authentication or Modern authentication. If you’re using Basic authentication, you can determine where it’s coming from and what to do about it.

Authentication dialog

A simple way to tell if a client app (for example, Outlook) is using Basic authentication or Modern authentication is to observe the dialog that’s presented when the user logs in.

Modern authentication displays a web-based login page:

Basic authentication presents a dialog credential modal box:

On a mobile device, you’ll see a similar web-based page when you authenticate if the device is trying to connect using Modern authentication.

You can also check the connection status dialog box, by “CTRL + right-clicking” the Outlook icon in the system tray, and choosing Connection Status.

When using Basic authentication, the “Authn” column in the “Outlook Connection Status” dialog shows the value of “Clear“.

Once you switch to Modern authentication, the “Authn” column in the Outlook Connection Status dialog shows the value of “Bearer“.

A Distribution group (formerly known as mailing list) in Office 365 is a uniquely named email address that consists of multiple users and is managed by a designated owner. Distribution groups are intended to easily facilitate ongoing communications between a large and relatively fixed group of people.

There are a few important concepts to understand about distribution groups before we get started with group management:

• Emails sent to a distribution group are distributed to all members of that distribution group.

• Only users granted permission by the Distribution Group Owner can send emails to a particular distribution group. Permission to post (send emails) to a group is managed by USAN, and Group Owners should open a ticket with the Fairleigh Dickinson University Technical Assistance Center (UTAC) to change members that can post to the group.
  
• A distribution group can be configured in such a way that emails sent to it can be held for approval and specific users can be made approvers (also known as moderators).
  
• A distribution group has a unique email address attached to it. Users granted permission to send email to this email address can do so from any email client such as Outlook on the Web or Outlook installed in your computer, laptop, tablet or phone, Mozilla Thunderbird, Mac Mail and more.
  
• You can request a distribution group by submitting the Distribution List/Shared Mailbox Request form located at FDU Forms Portal.
  
• As a Distribution Group owner, you can change the group’s settings via the group’s management page on your Office 365 account (Outlook on the web).

• As a Distribution Group owner, you can add or remove members (recipients) from your group via your group’s management page. This can be accomplished via Outlook on the web or by using the Outlook application installed on your machine.

1. Open “Outlook” on your computer

2. Open “Address Book”

You can open Address Book in two different ways:

• One way is to click the “Address Book” icon located at the top when “Home” tab is selected:

• The second way is by composing/creating a new email and clicking the “To” button:

3. Select “All Distribution Lists” from the drop-down menu located under Address Book:

4. Select “More Columns” and enter the name or email address of your distribution group in the search field as shown in the first screen capture below. If you see your distribution group on the list, highlight it and double click it. If you do not find your list using “More Columns”, then it might be easier to find by using the “Name only”

5. Click on “Modify Members…”

6. If you want to remove a member, then select the member from the members list, click “Remove” button and then click “OK”

7. If you want to add a member, click “Add” button

8. Select “More columns” and enter the new member’s name in the search field

9. You should see the user in the list. Select “Name only” to search again if you are unable to locate the user. Once you have found the user, highlight the record and click “OK”

10. Verify that the new member is in the member’s list and click “OK”

11. Click “Apply” and then click “OK”

1. Go to “fdu.edu” in the browser of your choice
   
2. Go to “Shortcuts” menu
   
3. Click “Office 365 and Email“
   
4. Sign-in with your NetID and password
   
5. Go to online Outlook app by clicking on the “Outlook” icon

6. Go to Settings by clicking on the “Settings” icon

7. Click on “View all Outlook settings”

8. Click “General”

9. Click on “this portal“

10. Click on “Distribution groups”

Here you see the list of distribution groups that you belong to and the list of distribution groups that you own.

How to open the Configuration page for a particular Distribution Group that you own in Outlook on the Web

1. Select the distribution group that you would like to make changes to and then click “Edit” (Pencil Icon)

2. You should see the distribution group configuration page

How to see the list of recipients (members) for this Distribution Group in Outlook on the Web

1. Click on “membership”

How to add recipients (members) to this Distribution Group in Outlook on the Web

1. Click on “+” icon (Plus Icon)

2. Click “All Users”

3. Please enter the name or NetID of the user that you would like to add to this distribution group in the search text box

4. Click “+” button beside the user that you would like to add from the search results (you can search and select more users if you would like)

5. Click “Save” when you are done

Remove recipients (members) from this Distribution Group in Outlook on the Web

1. Go to the membership list as shown in Step: 3 How to see the list of recipients (members) for this distribution group

2. Click on the recipient (member) that you would like to remove

3. To select a range of adjacent recipients on the list, click the first recipient from that part. Now, press the “Shift” key and click last recipient in this part

4. Click “–” button at the top located below the “Members” title

5. Click “Save” when you are done

1. Follow Step 1 & 2 in “Adding and Removing Distribution Group Users in Outlook on the Web”

2. Click “Message Approval”

3. Check (select) “Messages sent to this group have to be approved by a moderator”.

4. Click “+” button under “Group Moderators”

5. Click “All Users“

6. Please enter the name or NetID of the user that you’d like to add to this distribution group in the search text box

7. Click “+” button beside the user that you’d like to add from the search results (you can search and select more users if you’d like)

8. Click “Save” when you’re done. You’ll be taken to “Message Approval” screen

9. You can add users’ emails from who do NOT require any approval by clicking “+” under “Senders who don’t require message approval” and following the same process as above

10. You can choose who should be notified when an email sent to this distribution group has been held for approval -or- you can choose to disable these notifications as shown:

11. Click “Save” again on “Message Approval” screen

Unused Teams and Groups can accumulate and become a burden to resources over time. To prevent this from happening, Fairleigh Dickinson University has implemented an expiration policy for Teams and Groups. This article will explain the expiration policy and provide you with information regarding renewal.

What is the FDU expiration policy for Teams and Groups

1. Any Team or Group inactive for 365 days or more will expire
2. Team and Group owners will be notified 30 days, 15 days, and 1 day before the team’s expiration date. If the Team or Group is not renewed before expiration, it will be deleted.

3. The expiration period of 365 days begins at the creation of the Team or Group, or the date it was last renewed

How to renew a Team or Group

There are two methods to prevent the Microsoft 365 group from being deleted.

1. The group owner can manually renew the group by clicking the button in the warning message

2. A member of the group can perform a monitored user activity:
   • SharePoint: view, edit, download, move, share, or upload files (viewing a SharePoint page does not count as an action for automatic renewal)
   • Outlook: join or edit group, read or write group messages from the group, and like a message (Outlook on the web)
   • Teams: visit a teams channel
   • Yammer: view a post within a Yammer community or an interactive email in Outlook
   • Forms: view, create, or edit forms, or submit a response to a form
3. When the team owner receives the expiration notification, go to the Team’s group “Manage team” option and click on Renew now as shown below

Whenever the Microsoft 365 group is renewed by any of the methods mentioned, the group’s lifetime will be extended for another period of 365 days.

What are Microsoft 365 Groups

Microsoft 365 groups are created from a variety of tools including Outlook, SharePoint, Planner, and Teams. Microsoft 365 groups allow you to choose a set of people to collaborate with. You can use Microsoft 365 groups to communicate with others, share files, and apply permissions to shared resources.

Who are Group Owners

When a Microsoft 365 group is created, the person creating the group is designated as the owner. After adding members to the group, the primary owner can also promote other members to owner status. We suggest that when practical, Microsoft 365 groups have at least 2 owners. This can be important as only the group owner will receive the warning messages. In some cases, the group owner may have removed themselves from the group or left the university entirely. If you find yourself a member of a Microsoft 365 group without an owner, please contact support by creating a SAMI Support Request.

Groups without Owners

Ownerless or orphaned Groups may be deleted by USAN. USAN will notify Group members prior to deletion, but if they receive no response, the Group will be deleted. If USAN deletes a Group, all the records associated with the Group’s shared space will be deleted as well

Automatic Renewal

Groups that are actively in use are renewed automatically setting the days to zero. Any of the following actions will auto-renew a group:

• SharePoint – view, edit, download, move, share, or upload files. (Viewing a SharePoint page does not count as an action for automatic renewal.)
• Outlook – join the group, read or write group messages from the group, and like a message (Outlook on the web).
• Teams – visiting the Teams channel.

Recover Deleted Teams or Groups

When the 365 days limit hits, the Microsoft 365 group will expire and be put into a “Soft-deleted” state. Which means it can still be recovered for up to 30 days. To have the Microsoft 365 group recovered please contact support by creating a SAMI Support Request and include the Microsoft 365 group or Team name to be recovered.

Where to Get Help

For assistance with Microsoft 365 groups, please contact support by creating a SAMI Support Request. We can answer questions about the expiration policy, renewing groups, and updating group owners.

Spam Quarantined Email

Microsoft 365 email has filters to protect users from spam and malicious emails like phishing scams.

Messages caught by the filters are placed in quarantine for Fairleigh Dickinson University and its users’ protection. Users will receive a Spam Notification message once a day, notifying them of any messages placed in quarantine. Any legitimate mail caught by mistake can be released directly from this message or from the quarantine portal.

Handling Quarantined Email

Legitimate messages placed in quarantine may be released into your inbox in one of two ways:

1. From the daily spam notification email message

If you receive mail that has been placed in quarantine, you’ll receive an email message from quarantine@messaging.microsoft.com. The message will look like the one below:

The following options will be available to you by clicking the respective links in the email notification or you can choose to do nothing.

• Review Message – go to the Microsoft 365 Security & Compliance Center to review it
• Release – the message is removed from quarantine and placed in your inbox
• Block Sender – add the sender to the Blocked Senders list in your mailbox

2. From the Microsoft 365 Security & Compliance Center

Quarantined email can also be handled in the Microsoft 365 Security & Compliance Center.

1. Go to Microsoft 365 Security & Compliance Center >
   
   • A list of your emails in quarantine will be displayed
     
2. Click on any message to select it, then choose from the options given:
   
   • Release message
   • Preview message
   • View message header
   • Block Sender

For more details, use this link:

Section – Upgrading

Part : Should You Upgrade?

The New Outlook is compatible fully with all Office365 functions but because there are some features missing that presently exist in the classic Outlook, FDU IT highly recommends NOT switching to the new Outlook currently, especially since not all features are present and Microsoft is still developing the new Outlook.

Some of the features not available in the New Outlook are:

1. Existing Offline Outlook files called PST files stored locally on your computer
2. Virtru Email Encryption Client: While the Add-on is not supported, you can still send and receive encrypted email using the “#secure# tag in the subject line of the email
3. Adobe Acrobat and/or Foxit PDF Professional Outlook using the COM-Add-ins platform
4. Zoom Outlook Plugin or any other Meeting platform using the COM-Add-ins platform
5. Any other third-party COM-Add-in
6. Custom Macros or Custom Visual Basic functions manually added
7. Many Rule templates and options are not available

Part : Steps for Upgrading

1. Turn on the toggle “Try the new Outlook” which will begin downloading the New Outlook

2. From the Success window, select “Switch”. This will close the current version of Outlook and New Outlook will sign you in automatically. Select “Next” to accept the privacy settings
   
3. Select an option about sending optional data, and then select “Accept”. Review the privacy information about connected experiences, and then select “Continue”
   
4. Select “Import Settings” to bring over your settings from classic Outlook. New Outlook will begin adding your accounts

5. The new Outlook for Windows will open once the setup is complete, and you can start reading and sending emails immediately.

New Look

This is the new Outlook mail icon. It might also include the word NEW.

When you open new Outlook, you’ll see the following tabs on the ribbon: Home, View, and Help. This version includes Settings which is available in the navigation header. Settings is where you can customize your Outlook experience.

Section – New Features

Part : Personalization Options and Settings

If you switched from the classic Outlook for Windows, you’ll have the option to migrate some of your settings, which you can learn more about on following the link below:

Microsoft Learn

However, it’s still good to familiarize yourself with the latest options.

You’ll find Settings in the gear icon in the upper right corner. You can also make quick updates to certain settings by clicking on the View tab.

Changes you make to settings in the New Outlook for Windows will also be reflected in Outlook on the web.

Part : New Ribbon

Become Familiar with The New Ribbon

The top bar of the app should be familiar if you’ve used any apps like Word or Excel before, including the classic Outlook for Windows.

Known as the ribbon, it is the place to find the commands you need to manage your inbox or format emails. You can make the ribbon larger (the classic experience) or smaller (the simplified experience) using the dropdown arrow on the right side of the bar. If you want to personalize the commands you see in the simplified ribbon, select Customize.

Part : Navigation Bar and My Day

On the left side you’ll see the navigation bar, which makes it simple to switch to Calendar, Contacts, or any other app you frequently use. For quick access to your calendar or tasks without leaving the inbox, you can use My Day by selecting the icon in the upper right.

Part : New Email Features

Pin Emails

Do you ever have trouble tracking down that key email thread you’re actively responding to? Or is there an email with key information you frequently refer to? Now, simply right-click any message and choose. Pin and that email will appear at the top of your inbox, saving you time from having to go back and search for it.

Snooze an Email

Sometimes email is very important, but not yet. With the Snooze feature, you can schedule a time for the email to be re-delivered to your inbox, appearing at the time you want it to, so you can handle it when it’s the right time for you. Just right-click any message and choose Snooze, or select Snooze from the ribbon. Then choose the time you want it to be delivered.

Scheduling Poll (Formerly Find Time)

Schedule an Email

In today’s hybrid work world, your day might be someone else’s night, so you don’t want to send an email to someone in the middle of the night. With the new Outlook, it’s simple to send an email when you want to. Just select the dropdown arrow next to Send and choose Schedule send.

Part : Categories

You might be familiar with categories, but they’ve been significantly upgraded. See the category names and colors directly on your messages in your inbox. Want to see everything you’ve tagged with that category? Just click it right on your message. You can even add a category to your Favorites.

Part : Add-ins

Install an Add-in from The Office Store

1. In Outlook, go to the navigation bar and select “More Apps > Add apps”

For guidance on how to locate the Apps button to access add-ins while reading or composing a mail item, see Use an add-in in Outlook following the link below:

Using an Add-in in Outlook

2. In the “Apps” page, search for the add-in you want from the available list. Alternatively, if you’re after a specific add-in, enter its name in the search box. When you find the add-in you want to install, select it to learn more about the add-in and review its privacy policy
   
3. When you’re ready to install the add-in, select “Add”

Add-ins Installed by your IT Admin

If you’re part of an organization and a new add-in is installed for you by your IT admin, the add-in will be available on the read or compose surface where it’s designed to work. For guidance on how to access an add-in, follow the link below:

Use an add-in in Outlook

Using an Add-in

The location of where an Add-in is installed depends on whether you’re reading or composing a mail item.

For guidance on how to use Add-ins in classic Outlook, visit the link below:

Use an add-in in Outlook

Using an Add-in While Reading a Message

1. Select a message in the Reading Pane or open a message in a separate window
   
2. From the action bar of the message, select “Apps”
   
3. Select the “Add-in” you want to use

Use an Add-in While Composing a Message

1. Create a new message or reply to an existing one
   
2. From the ribbon, select the “Message” tab, then choose the Add-in you want to use. If the Add-in doesn’t appear in the ribbon, select “Apps” to view your installed add-ins

Use an Add-in While Viewing or Scheduling a Meeting or Appointment

1. Open an existing appointment or create a new one

2. From the ribbon, select the “Add-in” you want to use

Delete an Add-in

1. Go to the navigation bar and select “More Apps” then “Add Apps”
   
2. On the “Apps” page select “Manage your Apps”
   
3. Under “Manage your Apps” find the app you want to delete and select “More options” then “Remove”

Part : Groups

As of November 2023, the Microsoft 365 Groups experience in Outlook is generally available for Outlook on the web and new Outlook for Windows. Access new Groups by selecting Groups on the navigation bar.

New Outlook Groups

Groups in Microsoft 365 let you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share. Resources such as a shared Outlook inbox, shared calendar or a document library for collaborating on files.

Outlook now has a new home for Microsoft 365 Groups - one place to connect, communicate, and collaborate with your team. Groups Home provides a central destination to get critical information from all the different groups you may be part of.

Benefits of the new Groups experience include:

• Group Home landing page – Stay updated on your groups, including recent files across all your groups. From Home, you can access frequently used groups and find new ones based on your interests.
  
• Recent groups and Recent files – Find recent active groups and quick links to get to files, emails, events, and member management from the Groups Home landing page.
  
• Revamped individual Groups experience – Create, consume, and share information related to a particular group, as well as manage events and members efficiently in fewer clicks.

Accessing New Groups

In the New Outlook, from the navigation bar select “Groups”. This takes you to Groups Home.

In the Classic Outlook, from the navigation bar select “More apps” then “Groups”.

From Groups Home you can see all your groups at once. Or, when you select an individual group, you can:

• Send an email to the group, access and edit your group settings and preferences, and manage group membership as needed.
  
• Access the group email, files, events, and members by selecting the respective tab.
  
• Access connected apps like Teams, SharePoint, OneNote, and Planner.

Talk

Conversations in Microsoft 365 Groups in Outlook happen in the shared inbox for the group. Users can read and reply to messages, and members can easily search or scroll back through the message history to get caught up on what’s been discussed before. The shared inbox looks a lot like the personal inbox that Outlook users are familiar with. Each conversation appears separately in the message list at the left and clicking on one will open it in the reading pane. If a user marks a message, or conversation, as read it doesn’t affect how the messages appear for other members of the group so you don’t have to worry that other members may miss an important message.

The shared inbox for your Office 365 group is where conversations occur.

Now that you’ve got your group created, let’s start a new conversation. You can post a new message by opening the shared inbox for the group and clicking New Conversation on the Ribbon. Or you can simply send an email to the group’s alias. All members of the group will be able to read the new message you’ve posted and any members who follow the group will get a copy of your message in their personal inbox.

Share Files

Each Microsoft 365 Group gets a shared files library where you can store, share, and collaborate on documents, workbooks, presentations, or just about any kind of file.

Access the files library by going to your group in Outlook (on the left navigation pane) and click Files on the Ribbon. The files library will open in a browser and from here you can create new files, upload files from your computer and do just about anything else a SharePoint document library can do. Think about what kind of files would be useful to share with your group, and don’t feel limited to Microsoft Office files. You can also share PDFs, photos or just about any other kind of file that your group would find useful.

To download or delete a file just select it and those options will appear on the toolbar at the top.

Collaborate

Each Microsoft 365 Group gets its own shared OneNote notebook where they can gather ideas, collaborate and store research.

Go to your group in Outlook by finding it on the left navigation pane, or in Outlook on the web by going to the People tile. Once you’re there click Notebook on the Ribbon to open the group’s shared notebook.

The first time you open the group’s shared notebook it will open in the browser in OneNote for the web. You can make edits there, or if you have OneNote 2016 and you’d prefer to use that just click Edit in OneNote from the Ribbon. Once you’ve opened it in OneNote the notebook will sync to your list of open notebooks and you can access it directly from within OneNote without having to go to the group first.

Try going to your group’s OneNote notebook and think about what might be useful for the group to collect ideas and collaborate on. For example you might have a section that you use to gather and comment on web content that is relevant to your team.

Plan Events

Chances are good that your group has events, meetings, milestones or other items that would benefit from a shared calendar. Each Microsoft 365 Group has a shared calendar that all members can see and contribute to.

Working with the calendar of your group is no different than working with your personal calendar. If you select the calendar button on the navigation pane, you’ll see your personal calendar, plus the shared calendars of any groups you’re a member of. You can check the boxes next to each calendar you want to see and view them side by side or overlapped.

Adding an item to the shared calendar works just as it does on your personal calendar. Any meeting you add to the shared calendar will invite the other members of the group to that event as well, so they can have it on their own calendars. Appointments added to the shared Group calendar do not appear on the personal calendars of other members.

Now that you’ve got your shared calendar try adding any upcoming meetings or events that your group might be participating in.

Microsoft Office 365 offers a comprehensive set of software tools that facilitate documentation, collaboration, and communication. These tools are available on the Web or as downloadable desktop Office 365 apps.

Below is a list of articles for each of the available tools in the Microsoft Office 365 environment. Each article contains information on what each application is and training on how to use them.

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Calendar sharing is easier than ever with Office365. If you wish to share your calendar, follow the steps bellow.

1. Log in to Office365 and go to your email.
2. Once in Outlook look for the calendar shortcut on the bottom left

3. Look for and click on the share button

4. On the new pane that pops up type in the name of the person you would like to add and then select the person from the list

5. After the person is added you can drop down the menu to the right of their name and select the amount of access they should have.