Outlook

Most users manage more than one e-mail account. Outlook 2010 and 2013 automatically create individual folders for each account. If you’re still using Outlook 2007 or earlier, you can simulate this convenience, but you’ll have to set it up yourself. In this article, I’ll show you seven ways to sort or view email messages by their accounts. I’ll include instructions for 2010 and 2013; even if you need to sort by accounts, you might want to use these methods to sort by other criteria.

1. Create account-specific folders

You can simulate the account-specific Inbox configuration in Outlook 2010 and 2013 by creating new download folders for each account. Doing so is easy, and it’s probably the best way to manage multiple accounts in Outlook 2007 and earlier. You’ll create an account-specific folder as follows:

1. Choose Account Settings from the Tools menu in Outlook 2007. (In Outlook 2010 and 2013, Account Settings are on the File tab.)
2. Select the POP3 account you want to reconfigure.
3. Click the Change Folder button. (This button isn’t available for IMAP accounts.)
4. Use the resulting dialog to identify the folder you want to download your POP3 account mail to (Figure A) or create a new folder if it doesn’t already exist.
   Figure A

   Figure A

5. Click OK and then Close.

After making this change, Outlook will download that account’s mail into the specified folder. You can create specific folders for every POP3 account you have.

Unlike the 2010/2013 configuration, all of your messages download into the same .pst file. In addition, Outlook will save copies of all sent messages in the default account, not in the account-specific folder.

2. Use a rule

Rules have been around for a long time. They’re commonly used to manipulate mail as it arrives. You can also use a rule to manipulate mail received from a specific account as follows:

1. Select the Inbox.
2. In Outlook 2003 and 2007, choose Rules and Alerts from the Tools menu. In Outlook 2010 and 2013, click the File tab and click Manage Rules & Alerts in the Account Information section. (Outlook 2010 and 2013 users won’t need this rule unless they choose to combine all accounts into the same Inbox. Although this is unlikely, I’m including the instructions to be as comprehensive as possible.)
3. Click New Rule on the E-Mail Rules tab.
4. In Outlook 2003 and 2007, use Check messages when they arrive. Outlook 2010 and 2013 users, select Apply rule on message I receive.
5. Click Next.
6. Check the through the specified account option.
7. Click the specified link in the bottom pane (Figure B).
   Figure B

   Figure B

8. Choose the account from the resulting drop-down, click OK, and then click Next.
9. Check move it to the specified folder.
10. Click the specified folder link in the bottom pane. Then, identify the folder to which you want to download mail from the specified account (Figure C), and click OK. You can create a folder at this point, if necessary.
    Figure C

    Figure C

11. Click Next twice (you won’t want to include any exceptions to the rule most likely).
12. Give the rule a name. I recommend a name that includes the account’s name, such as “Move message for account name.”
13. Turn the message on if necessary.
14. Select Run this rule now on messages already in “Inbox” (Figure D) if you want Outlook to move existing messages into the folder. Doing so can save a lot of time.
    Figure D

    Figure D

15. Click Finish, and then click OK.

This rule works similarly to the account-specific folder tip in #1. If you’re not familiar with rules, take a minute to review the many conditions and actions; you can do a lot with rules.

3. Use the Account view option

You can use a view property to sort message by their accounts. In Outlook 2003 and 2007, choose Arrange By from the View menu and then select E-mail Account. The change is immediate, but its helpfulness in a busy Inbox is limited. You’ll probably find it more useful to combine this setting with other sorting methods, such as search folders and filters. After creating the main sort, apply this setting to further define the results by account. In addition, you can quickly apply this setting to all folders by modifying the default Messages view and then copying it. (For more complete instructions on applying this setting to all folders, read “Pro tip: Use standard and custom views to personalize an Outlook folder.”)

In Outlook 2010 and 2013, you can combine individual .pst files into one and download all mail into the same Inbox. You’ll find this setting in the Arrangement gallery on the View tab. (Click the More button to see all of the settings.)

4. Sort by the E-mail Account column

Similar to changing a view’s configuration, you can sort multi-account folders by accounts. You might find this alternative easier or preferable to creating or modifying a view. To add this column, do the following:

1. Right-click the title bar (in the Mail window).
2. Select Field Chooser from the resulting dialog.
3. Choose All Mail Fields from the drop-down.
4. Drag E-mail Account to the title bar (Figure E) and release it. If it’s not where you want it, drag it accordingly.
   Figure E

After adding the E-mail Account column, you can click it to sort all mail in the folder by their accounts.

5. Use a view

Both the Account view and adding the E-mail Account column will sort messages by accounts, but you’ll still see mail for all of your accounts. If you want to view mail from a single account, create a view. Then you can apply views to filter messages accordingly. To view messages from a single account using a filtered view, do the following:

1. In Outlook 2003, choose Arrange By from the View menu. In Outlook 2007, choose Current View from the View menu. In Outlook 2010 and 2013, click the View tab and choose Manage Views from the Change View drop-down in the Current View group.
2. Click New.
3. Give the view a name. I recommend naming the view for the account.
4. Select Table and All Mail and Post Folders (the default).
5. Click OK.
6. Click Filter.
7. Click the Advanced tab in the resulting dialog.
8. Choose All Mail fields from the Field drop-down, and then choose E-mail Account (Figure F).
   Figure F

9. Choose is (exactly) from the Condition drop-down.
10. Set the Value using the account’s name (Figure G).
    Figure G

11. Click Add to List.
12. Press OK twice.
13. Click OK to close the Manage All Views dialog and return to the Mail window.

Repeat the above steps to create a custom view for each account. To view all the messages for only one account, choose the appropriate view from the Change View drop-down (in the Current View group).

6. Sort into search folders       

Similar to filtering with a view, you can display account-specific mail in a search folder. The difference, of course, is the difference between a view and a folder. The view merely filters mail to determine what you see, but all of the messages are still there. A search folder contains links to only those messages that meet the folder’s search criteria. To create a search folder for this purpose, do the following:

1. In Outlook 2003 and Outlook 2007, choose New from the File menu, and then select Search folder. In Outlook 2010 and 2013, click the Folder tab and then click New Search Folder in the New group.
2. In the resulting dialog, choose Create a custom Search Folder (in the Custom section at the bottom of the list).
3. Click Choose, and then name the new folder. I recommend that you name the folder for the account.
4. Click Browse, exclude folders and subfolders you don’t want to search, and click OK. Doing so will speed up your search.
5. Click Criteria, and then click the Advanced tab.
6. Choose All Mail Fields from the Field drop-down and then choose E-mail Account.
7. Choose is (exactly) from the Condition drop-down.
8. Set the Value using the account’s name.
9. Click Add to List.
10. Click OK four times.

Create a folder for each of your accounts. To read the mail for an account, open that account’s search folder.

7. Format by account

Sometimes, a visual clue is all you need. When this is the case, apply a format to distinguish accounts as follows:

1. In Outlook 2003 and 2007, choose Arrange By from the View menu. Choose Custom, and then select Automatic Formatting. In Outlook 2010 and Outlook 2013, click the View tab. Then, click View Settings in the Current View group. In the resulting dialog, click Conditional Formatting.
2. Click Add and name the new View. I recommend that you name the view after the account.
3. Click Condition.
4. Click the Advanced tab.
5. Choose All Mail Fields from the Field drop-down and then choose E-mail Account.
6. Choose is (exactly) from the Condition drop-down.
7. Set the Value using the account’s name.
8. Click Add to List, and then click OK.
9. In the Conditional Formatting dialog, click Font and change the formats accordingly. Changing the font’s color is a common choice.
10. Click OK three times to return to the Mail window.

Outlook will update the folder immediately by applying the formats for the specified account.

About the .pst files

It might never matter to you, but should .pst management become an issue, keep the following in mind:

• Outlook 2010 and 2013 download POP3 mail into separate (dedicated) .pst files. For each account, you’ll have a dedicated Inbox.
• Outlook 2007 and earlier download all mail into the same .pst file, regardless of the changes you make for viewing the mail via the interface.

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Microsoft has withdrawn the released Windows Update KB3114409 because it causes Outlook to start in Safe Mode. This loads the email client without customizations and plugins. Fortunately it can be easily fixed.

The patch was actually released to stop Outlook from starting in Safe Mode, but it appears something didn’t go the right way. Microsoft has decided to withdraw the update for now.

Users affected by the update can easily stop Outlook from starting in safe mode by uninstalling the KB3114409 update.

This can be done this way: Go to your Control Panel. Go to ‘Programs and Features’ and left click ‘View installed updates’. Find KB3114409. Once you’ve found the appropriate update, click ‘Uninstall’.

(Tip: copy/paste KB3114409 and enter it in the search field at the top right.)

After a reboot of the computer Outlook will no longer start in safe mode.

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Microsoft wants Office 2016 to be the last office productivity suite you will ever need. Here are 10 things you should know about how it plans to make that happen.

On September 22, 2015, Microsoft released Office 2016 to the masses. At first glance, you may not notice much has changed since Office 2013. But when you look deeper, you will find some interesting and productivity-enhancing differences.

For years we’ve been promised wonderful benefits from cloud computing, and Microsoft Office 2016 is trying to deliver on those promises. It’s designed to meet our expectations of what a cloud-based, mobile-ready productivity suite can and should be. Only time will tell if Office 2016 actually delivers the goods, but the initial reviews are promising.

Here are 10 things Microsoft Office 2016 offers as it aspires to be the last productivity suite you are ever going to need.

1: Real-time co-authoring

Co-authoring has been around for a long time for many Office apps, but with Office 2016 that collaboration can now take place in real time. That means you will be able to see what your co-conspirators are doing in a Word document or PowerPoint presentation as they do it—and conversely they will be able to see what you are doing. It won’t even matter where you are or what device you are using.

2: OneNote notebook sharing

OneNote is one of the most useful applications available in Microsoft Office, and it is also one of the least appreciated. Office 2016 allows you to share a OneNote notebook with as many people as you want. And because OneNote works with text, images, worksheets, emails, and just about any other document type you can think of, it can be a great central resource for a team working on a project. That is, if they know to use it.

3: Simplified document sharing

Office 2016 simplifies sharing of documents by adding a Share button to the upper-right corner of your Office apps. Clicking that button will give you one-click access to share your document with anyone in your contacts list. You don’t even have to leave the document to do it. That does sound pretty simple.

4: Smart attachments

If you’re like me, you have to send email attachments just about every day. In previous versions of Office, adding attachments to an email required you to navigate to the location where the document was stored. You can still do that in Office 2016, but if the document in question was one you worked on recently, it will now show up in a list of shareable documents right there in Outlook. Essentially, Office 2016 keeps a universal recently worked on list for you.

5: Clutter for Outlook

Like most of us, you probably get a ton of email every day. Wading through the Outlook inbox to prioritize each email takes time and hampers your ability to be productive. Office 2016 adds a new category to your inbox triage toolbox, called Clutter. You can designate certain emails as low priority and they, and future similar emails, will be deposited automatically into a Clutter folder in Outlook. So now you have four categories for email: important, clutter, junk, and delete.

6: Better version history

Collaboration and creativity can be a messy process, with shared documents changing drastically over time. Office 2016 compensates for potentially lost ideas by keeping past versions of documents and making them available directly from Office applications under the History section of the File menu.

7: New chart types in Excel

The ability to visualize data with an Excel chart has always been a welcome and powerful capability. However, the list of available chart types found in previous versions of Excel needed an update. Office 2016 adds several new chart types to the templates list, including Waterfall, which is great chart if you like to track the stock market. Other new chart types include Treemap, Pareto, Histogram, Box and Whisker, and Sunburst.

8: Power BI

Between the release of Office 2013 and Office 2016, Microsoft spent a great amount of time and capital acquiring technologies that shore up its business intelligence and analytical applications. Power BI, a powerful analytics tool, now comes bundled with your Office 365 subscription. Knowing every little detail about how your business is running is essential information, and Power BI can bring it all together for you.

9: Delve

Delve is another new tool that comes with an Office 365 subscription. The best way to describe Delve is as a central location that gives you access to everything you have created, shared, or collaborated on using Office 2016. It is another recently worked on list, only this version of the list is stored in the cloud—so you can access it from anywhere with any device using the Office 365 Portal.

10: Purchase choices

Office 2016 is generally available only as a subscription. Even if you buy a boxed version of Office 2016, you are buying access to an annual subscription, with one exception. If you purchase the Office Home & Student 2016 box, you pay a one-time fee of $149.99 for just the basic Office apps.

Microsoft has definitely stacked the deck so that the best bang for the buck is a subscription to Office 365, which includes Office 2016 plus all the cloud services. Businesses should be looking at one of the Office 365 for Business subscriptions. It is also going to be your best deal.

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Th new tweaks include 13 new themes, Clutter and search U

Takeaway:  Alternative options for mail client’s that are not as costly as Outlook but offer the same features.

Outlook is one of the most widely used email clients in the business world.  For smaller companies, there are email clients that provide cost-effective solutions.  Other email clients offer a variety of features that are comparable to Outlook.  The most significant means of communication in the office is email; communication will suffer if the email client does not work well with the organizations requirements. 

Opera Mail

Opera Mail is free and offered for Windows, Mac and Linux.  This e-mail client supports POP, IMAP (no Exchange support), newsgroups, RSS, and Atom feed.  Opera mail has a fast and simple user interface, thread views, spam protection and allows you to browse websites.

Dreammail

Dreammail is free and offered for Windows XP/Vista/7.  This e-mail client supports POP3, RSS, and ESMTP/Google/Yahoo.  Dreammail has multiple accounts and multiple-users setup, templates, signature options, anti-spam, address book, message filtering and a web-mail tool.

iScribe

iScribe is free and offered for Windows and Linux.  This e-mail client supports POP3 and IMAP, as well as international standards.  iScribe has built-in baysian span filter, frequent updates and can be used from a portable drive.

Postbox

Postbox is $9.95 per license and offered for Windows and Mac.  This e-mail client is best for Gmail but it also supports POP and IMAP.  Postbox has native Gmail label support, fast access to your favorite accounts, social networking integration and you can add Dropbox services.

Evolution Mail

Evolution is free and offered for Linux (open source).  This e-mail client supports POP, IMAP and Exchange.  Evolution has calendar, tasks, contacts, memos, LDAP compatibility, folder search, encryption, multiple accounts, server support, default plugins, as well as, additional plugins.

Takeaway: Does Outlook’s pokey performance have you gnashing your teeth with frustration? Try these simple fixes to give it a kick in the pants.

If you’ve used Microsoft Outlook for a while, you know that it can slow down… way down. In fact, when not looked after, Outlook can become nearly useless. Fortunately, there are several things you can do to make Outlook not only usable, but significantly improved. And none of these techniques requires a single configuration change to your Exchange server (IMAP or POP3).

Of course, some of these suggestions might seem to have a bit more “‘duh” factor than others. But you never know what level of skills you’re dealing with, so we’ll cover all the bases. In the end, you should have a much faster Outlook experience.

1: Update Windows

Many people don’t realize that with Windows updates, the updates for Microsoft Office are also “hidden.” But it’s not just the Office updates that can help speed up Outlook. Make sure you allow the updates to happen. Why? There are times when Microsoft might update Exchange. In some cases, those updates can either break or cause problems with the communication between Outlook and Exchange. Or Microsoft might issue a patch to the application to resolve a speed issue or security hole.

2: Download Complete Items

When you connect Microsoft Outlook with either IMAP or POP3, you should have Outlook set up to download the complete message (instead of just the header). If you do this, Outlook won’t have to sync with the server every time you click on a new item (as it will already be in the data file.) How you do this will depend upon which version of Outlook you’re using. But basically, you’re looking for the setting Download Complete Item Including Attachments.

3: Archive your Inbox

I can’t tell you how many times I see clients with thousands upon thousands (and in some cases tens of thousands) of emails in their Inbox. This can cause serious issues, especially when using PST files. Instead of just letting those Inbox folders grow to outrageous proportions, set up auto archiving so that your Inbox retains only a portion of those emails. I like to tell clients to keep the current and previous months’ email in the Inbox and archive everything else. When you archive, you effectively create a new data file, so Outlook doesn’t have to strain against the weight of an oversize PST or OST file

4: Use Cached Exchange Mode

If you use Cached Exchange Mode in Outlook, you effectively take the data file from the server (PST) and cache it on your local machine (OST). This can go a long way toward speeding up your Outlook experience because Outlook doesn’t have to read its data file across a network. Instead, all it has to do is read the locally stored data file. This option (obviously) is available only when connecting Outlook with an Exchange server.

5: Compact your PST File

When the Outlook PST file gets out of hand, a built-in tool can keep the size of that file under control. One of the issues is that even when you delete email from your Inbox, the size of the PST file may remain the same. If you’re using Outlook 2010, you can go to Account Settings | Data Files and select the data file to be compacted. Once you’ve selected the file click Settings | Advanced | Outlook Data File Settings and click Compact Now. Depending on the size of your data file, this process can take some time.

6: Repair your PST File

Scanpst is often my go-to tool when Outlook is acting off kilter. It will scan through your data file and look for data inconsistencies and errors. Here’s the thing about Scanpst — it’s not always the easiest tool to find. Do yourself a favor and search through your C drive to locate the Scanpst.exe file. Make note of its location (usually within the Office installation folder). But be forewarned: This tool can cause PST files to become unusable. Make sure you back up that data file before you start the repair tool. Fortunately, should Scanpst find errors, it will prompt you to make a backup before it attempts to fix the errors.

7: Cut down on the published and shared calendars

Yes, it’s easy to publish and share your calendars with others. The problem is, the more you do it, the more drag you’re putting on Outlook. The more data Outlook has to share and pull down from the Internet, the slower it will perform. Sure, it’s fine to have one or two shared calendars (and even more if you have a lightning-fast data pipe). Just know that the more data you have to push and pull, the slower your connection will be.

8: Disable RSS

By default, Microsoft Outlook will sync RSS feeds from Internet Explorer to the RSS reader in Outlook. If you have a lot of RSS feeds bookmarked in Internet Explorer, that syncing could easily bring Outlook to a crawl. Disable this feature (if you don’t use Outlook as an RSS reader) from within Outlook 2010 by going to Options | Advanced and then unchecking both options under RSS Feeds.

9: Disable add-ins

How many times have you installed some program only to find it installed something else behind your back? This can happen to Outlook as well as Internet Explorer. Sometimes those add-ins can cause major Outlook slowdowns. To find out what add-ins you have installed in Outlook 2010, go to Options | Add-ins. Select COM Add-ins from the drop-down and click the Go button. The resultant window will list all add-ins available to Outlook. Search through this list and uncheck any that might seem suspect.

10: Fix ShoreTel Windows 7 Integration

If you use the ShoreTel Communicator, you might notice some issues when trying to open and use Outlook. The problem lies in an incompatibility issue between ShoreTel and Windows 7. The fix is simple. Open up the Task Manager and look for a process called Agent.exe. Right-click that entry and click Properties |Compatibility. Choose the Run This Program In Compatibility Mode For option and then select Windows XP (Service Pack 3).

Other Tricks?

There’s no reason why anyone should have to struggle with a bogged down Outlook that will have you pulling your hair out strand by strand. These tips should help you enjoy a much speedier and reliable Outlook experience.

What other methods have you found for improving Outlook performance? Share your suggestions with fellow TechRepublic members.

Summary: Microsoft’s flagship mail service for consumers gets a new name and a “modern” Metro-style interface. Here’s how to sign up for a preview and what to expect. So long, Hotmail. It was nice to know you. Microsoft unveiled a major update to its consumer mail platform today, with a new look, a slew of new features, and a new name that is surprisingly familiar.

The “modern email” service has been in super stealth mode for several months under the codename NewMail. With its formal launch as an open-to-the-public preview, the service gets a new name: Outlook.com. I’ve been using the NewMail beta for a week now and can share some first impressions here. Outlook, of course, is the serious, business-focused mail client included with Office. Microsoft used the brand with Outlook Express, its lightweight email client in Windows XP, but dumped the name with the launch of Windows Vista in 2006. Restoring the Outlook name to Microsoft’s consumer email service accomplishes two goals. First, it dumps the Hotmail brand, which is tarnished beyond redemption, especially among technically sophisticated users who have embraced Google’s Gmail as the default standard for webmail. More importantly, it replaces the Hotmail domain with a fresh top-level domain that’s serious enough for business use. (If you have an existing Hotmail.com or Live.com address, you can continue to use it with the new Outlook interface. But new addresses in the Outlook.com domain are up for grabs. if you have a common name, I recommend that you get yourself over to Outlook.com now to claim your preferred email address while it’s still available.) The Outlook.com preview will run alongside Hotmail for now, but when the preview ends, this will be the replacement for all Hotmail and Live Mail users. With Outlook.com, Microsoft is taking dead aim at Gmail, positioning Google’s flagship service as the old and tired player that is ready for retirement. Gmail, they point out, is eight years old, and its interface and feature set aren’t exactly modern. It doesn’t play well with any social media except its own, it handles attachments in a stodgy and traditional way, and it’s not particularly elegant when it comes to managing the deluge of email we all have to deal with every day. So what’s new about NewMail—sorry, Outlook.com? And why would anyone consider switching from Gmail? The most obvious change in the web interface, of course, is the overall design, which gets the full Metro treatment.

That three-pane layout follows the familiar Outlook standard, but the typography is definitely new. It’s clean and crisp with no wasted ornamentation or clutter. It should come as no surprise that the default organization is optimized for use on touch-enabled devices. A pane on the right shows different content, depending on the context. If you’re communicating with a friend of colleague who’s in your address book or connected via a social-media service, you’ll see updates about that person on the right side, with the option to chat with them (via Messenger or Facebook chat) in that pane. In a demo, Microsoft showed off Skype integration and said it will be coming later in the preview. If you’ve selected no message, the right pane might show ads, which appear in Metro style boxes with text–an image preview appears if you hover over the ad. As part of its positioning against Google, Microsoft has taken pains to note that your messages aren’t scanned to provide context-sensitive ads, as they are with Gmail. This is a pure HTML interface, which means the functionality is consistent across different browsers and on alternative platforms. I tested NewMail on a Mac using Safari and Chrome and in both Firefox and Chrome on several Windows PCs. Everything worked as expected. I also tested the web-based interface in mobile Safari on an iPad, where it also displayed perfectly (after switching from the default mobile layout). On mobile devices, you’ll be able to use native apps. An app for iOS devices should be available immediately. Microsoft promises an Android app “soon” that will enable Exchange ActiveSync support for older Android versions. A command bar at the top of the page provides access to commands as needed. If a command isn’t available in the current context, it’s not visible on the screen.

The preview pane (a feature that’s still experimental in Gmail even after eight years) lets you read and reply to messages without leaving the main screen. Action icons that appear when you move the mouse over an item in the message list let you file, delete, or flag the message with a single click or tap.

The new Outlook has some impressive mail management smarts built in. It automatically recognizes newsletters and other recurring types of mail. A Schedule cleanup option in the message header (also available on the command bar), lets you create rules on the fly that automatically delete or file similar messages to reduce clutter. You can specify, for example, that you want to keep only the most recent message from a “daily deals” site. You can also define how many messages you want to keep from a particular sender or automatically delete/file newsletters after a set number of days.

For newsletters that don’t contain an obvious unsubscribe link, the new Outlook adds a universal unsubscribe feature at the bottom of the message. When you select this option the web service sends an unsubscribe request on your behalf and creates a message-blocking rule. One huge differentiator between old-school webmail services like Gmail is the new Unified Address Book in Outlook.com. It takes a page from Microsoft’s People hubs in Windows 8 and the Windows Phone platform to pull together your traditional address book—where you manage names and details—and combine it with social media services of which you’re a member.

The advantage, of course, is that you always have the most up-to-date contact information for friends and colleagues, assuming they update their profiles. The new Outlook does a pretty good job of combining records. If you have contacts that appear in multiple locations, you can manually link or unlink those records as needed. Supported services include anything you can link to your Microsoft account, including Facebook, Twitter, LinkedIn, and Flickr. You can import contacts from Google and Facebook if you want to keep them locally. In terms of creating and sending photos and file attachments, the new Outlook integrates exceptionally well with SkyDrive, so that you can email large attachments and photo albums, storing them on SkyDrive with well-integrated links that the recipient can access with a click. The spec sheet says single attachments can be up to 300 MB in size. If they’re stored on SkyDrive, you don’t have to worry about the message being rejected by the recipient’s mail service. And of course, the service incorporates all of the Office Web Apps, which makes the process of sharing Word documents, PowerPoint slide decks, and Excel workbooks much more seamless. On the back end, the interface for managing an email account is cleaner. You can still create aliases that you use for sites and contacts where you don’t want to share your real address. And if you just want to experiment with the new service, you can redirect your Gmail messages temporarily to the new account or sign in with an existing Hotmail or Live address. (I’ve had my Gmail account redirected to Hotmail for a year without problems.)

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