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Making the move to new Outlook: What it means for email management

27 November, 2025

Microsoft is actively encouraging users to transition from classic Outlook to new Outlook, and for good reason. The new platform offers stronger AI integration through Copilot, a more modern interface and better integration with Microsoft 365 tools.

Classic Outlook remains supported until 2029, giving organizations time to plan their transition. But many are already feeling the pressure as users request access to new features or IT teams evaluate their Microsoft 365 strategy.


The email management gap

For organizations that rely on structured email filing, particularly in construction, engineering, legal and other project-based industries, the transition creates a significant challenge.

New Outlook is built on a fundamentally different technology platform. It runs in a web-based environment that's more secure and modern, but also more restricted. The add-ins and integrations that worked in classic Outlook don't automatically transfer.

This matters most for teams that file emails to specific locations beyond Microsoft 365. If your organization saves project emails to Windows folders, network drives or document management systems, you need email management software that bridges the gap between new Outlook's modern interface and your existing filing structure.


What new Outlook changes

Microsoft has rebuilt Outlook from the ground up. The new version offers a sleeker user experience and better performance, but it also limits what third-party software vendors can do to extend the platform.

Traditional Outlook add-ins had deep access to the email client. They could automate complex workflows, interact directly with the file system and integrate tightly with desktop applications. New Outlook's web-based architecture intentionally restricts these capabilities for security reasons.

For email management, this means solutions need to work differently. The filing dialog can't appear in exactly the same way. Menu options can't sit in the same locations. Workflows that happened automatically may require different approaches.


The filing challenge

Many organizations discovered their email management solutions don't work in new Outlook at all. Users who switch find they've lost the ability to file emails to their established locations.

This creates an impossible choice: stay in classic Outlook and miss out on new features or move to new Outlook and lose critical email management capabilities.

Some organizations attempted workarounds. They tried using only the web version of their email management software, accepting reduced functionality. Others decided to delay the new Outlook transition indefinitely, hoping their current solution would eventually catch up. 


A better approach

The most effective email management solutions for new Outlook don't try to recreate classic Outlook's approach. Instead, they use modern architecture that works within new Outlook's constraints while maintaining access to all filing locations.

The key is a lightweight add-in that works inside new Outlook's secure environment, communicating with a desktop component that handles the actual filing. This approach gives users new Outlook's modern interface while preserving full access to Windows folders, network drives, SharePoint and other filing locations.

Users see familiar filing dialogs when they need them. Sent emails get captured automatically. Filed folders continue working for batch filing. The experience remains consistent whether someone uses classic or new Outlook.


Managing the transition

Organizations with the right email management platform can let users transition to new Outlook at their own pace. Some team members can switch immediately to access AI features, while others remain in classic Outlook until they're ready.

This flexibility matters because new Outlook adoption will vary across your organization. Executives may want Copilot integration immediately. Project managers might prefer to wait until they've closed current projects. IT can support both groups without managing two separate email filing systems.

The technical deployment is straightforward: install the latest version of your email management software, deploy a lightweight web add-in and adjust a few settings. Users in new Outlook get the same filing capabilities as those in classic Outlook.


Looking ahead 

Microsoft will continue improving new Outlook and eventually phase out classic Outlook support. Organizations that start with email management solutions designed for both environments position themselves to adopt new features as they arrive rather than waiting for their tools to catch up.

The transition to new Outlook doesn't need to disrupt your email management. With the right approach, you can give users access to Microsoft's latest capabilities while maintaining the structured email filing that keeps projects organized and compliant.


Why Ideagen Mail Manager

Ideagen Mail Manager is designed specifically to bridge the gap between new Outlook's modern capabilities and your existing email management requirements. Unlike solutions built only for Microsoft 365, Ideagen Mail Manager works with all your filing locations, Windows folders, network drives, SharePoint, document management systems and more.

Our approach uses a lightweight add-in inside new Outlook that communicates seamlessly with Ideagen Mail Manager's proven desktop engine. This architecture gives your team the modern Outlook experience they want while preserving every email management workflow you depend on.

Users in new Outlook file emails exactly as they do in classic Outlook. The same filing dialogs appear. The same suggestions work. Filed folders continue functioning. Your team doesn't need retraining and your email management processes don't need redesigning.

Most importantly, you control the transition timeline. Some users can adopt new Outlook immediately for AI features while others remain in classic Outlook until they're ready. Everyone files to the same locations using the same processes regardless of which Outlook version they choose.

With over 2,500 organizations relying on Ideagen Mail Manager to manage millions of project emails every month, we've built our new Outlook solution on proven technology that's been supporting modern email management for years.

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