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SaraBo's avatar
SaraBo
Brass Contributor
May 31, 2024

Tips/resources on managing Shared Mailboxes in New Outlook?

Hello

 

In the New Outlook Shared categories are no longer available on a Shared mailbox. At each and every client I have they rely quite heavily on shared mailboxes for client interactions.
Shared categories are used to distribute work in the team and reach consensus on who follows up. This is no longer working in the New Outlook. This makes centralized external communications via Outlook impossible. For small organisations, other software used by corporates is often seen as overkill. Teams is not an option given the fact that there are known external users and unkown users that you want to enable to reach the organisation in a simple and friendly way (Forms are not seen as customer friendly, nor Chatbots)

What solutions would you suggest?

  • Khaled-Elsayed's avatar
    Khaled-Elsayed
    Copper Contributor

    Hi SaraBo

    This is a significant challenge for organizations relying on shared mailboxes and categories for team collaboration. Here are some potential solutions and workarounds:

    Immediate Mitigation Strategies:

    Revert to Classic Outlook temporarily
    Use PowerShell to maintain category functionality
    Implement alternative tracking methods

    Collaborative Tracking Alternatives:

    SharePoint Lists

    Create a shared tracking list
    Integrate with Power Automate for workflow
    Provides robust tracking and assignment capabilities

    Planner or To-Do

    Create shared task boards
    Assign and track email-related tasks
    Provides visibility across team members

    Custom Development Approach:

    Power Apps + Power Automate

    Build a custom email tracking solution
    Create workflows for email assignment
    Integrate with existing Microsoft 365 infrastructure

     

    • SaraBo's avatar
      SaraBo
      Brass Contributor

      Thx for your input Khaled, however for the cases I am facing this will not be enough. What we need is a more customercentric alternative for chatbots/automations in very small organisations I guess.

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