Microsoft is in the process of rolling out a new Outlook experience for all Outlook users.
New Outlook mainly focuses on the browser-based version of Outlook. triConvey has developed the New Outlook add-in to help firms with transitioning to New Outlook, as Microsoft plans to sunset Classic Outlook by 2029. Learn how to install and use the New Outlook add-in.
Any new enhancements to the Outlook and triConvey experience will be developed solely for New Outlook moving forward, so switch to New Outlook to access the latest features as they roll out.
Frequently Asked Questions
What are the differences between the triConvey New Outlook and Classic Outlook integrations?
The table below outlines the features available in the New Outlook and Classic Outlook integrations:
| Feature | Available in Classic Outlook? | Available in New Outlook? |
| Associate email to a matter | Yes | Yes |
| Save attachments from an email to a matter | Yes | Yes |
| Create a new email from triConvey | Yes | Yes |
| Right-click on a document to send via email | Yes | Yes |
| Send a precedent via body text | Yes | Yes |
| AutoTime/Activity Tracking on email drafting and composing | Yes | Yes |
| AutoTime/Activity Tracking on reviewing/viewing emails and email attachments | Yes | Yes |
| Auto file replies when Outlook is closed | No | Yes |
| Create triConvey tasks from Outlook | No | Yes |
| Use Archie email drafting tools in Outlook | No | Yes |
| Compatible with M365 accounts hosted by GoDaddy | No | Yes |
Does everyone in my firm have to be on the same Outlook integration?
There’s no need for everyone in your team to switch at once. You can have some team members stay on classic Outlook while others use new Outlook with the latest add-in.
How do I switch back to Classic Outlook?
If you have enabled New Outlook, you can follow the steps mentioned in Microsoft's article to switch back to Classic Outlook and continue using the triConvey Classic Outlook Add-in.
Does CoPilot work in Classic Outlook?
Yes, Copilot is available in Classic Outlook. You do not have to switch to New Outlook in order to access Copilot.
Does the New Outlook integration impact my calendar sync?
The New Outlook integration should not impact the calendar sync, as the settings are different.
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