CPD - Microsoft Outlook Specialist Core Training Course Outline

Audience: Successful candidates for Microsoft Outlook Core Training Course will create and edit professional-looking email messages, maintain calendars, schedule tasks for a variety of purposes and situations. You will use Outlook to enhance professional correspondence, create calendars, and schedule appointments. Application examples include coordinating building resources, sending messages for marketing campaigns, planning staff meetings, and assigning meeting action items.

This course is designed for CPD as well studying to become MOS accredited. 

Course Duration: 2 day 

CDP Points: 14

Course Types: Group bookings, public courses, 1-2-1 sessions, bespoke tailored courses and Saturday club.

Course Location: This Microsoft Outlook Specialist training course can be delivered either at our London training venue or at your offices. 

Tailored Course Content: Course content can be customised to meet your specific requirements, with scheduled dates to suit you.

At Course Completion

Module 1.1: Customise Settings

  • Customise reply messages
  • Formats for all outgoing messages
  • Customise the Navigation Pane
  • Configure reviews
  • Manage multiple accounts
  • Add an account

Module 1.2: Print and Save Information

  • Print message, calendar, contact, or task information 
  • Save message attachments
  • Preview attachments
  • Save messages in alternate formats
  • Export messages to a data files

Module 1.3: Perform Search Operations in Outlook

  • Create new search folders
  • Search for items in messages, tasks, contacts, or calendars
  • Search by using advanced find
  • Search by folder

Module 2.1: Configure Mail Settings

  • Set fonts for new messages and responses 
  • Create, assign, and modify signatures
  • Create and manage rules
  • Create automatic replies
  • Create messages by using Quick Parts 
  • Configure junk e-mail and clutter settings

Module 2.2: Create Messages

  • Create a message
  • Add or remove message attachments
  • Add cc and bcc to messages
  • Add tracking and voting options
  • Forward and reply to messages
  • Request a delivery or read receipt
  • Redirect replies
  • Flag outgoing messages for follow up
  • Importance, and Sensitivity 
  • Recall a message 

Module 2.3:  Format a Message 

  • Format text
  • Insert hyperlinks
  • Apply themes and styles
  • Insert images
  • Add a signature to specific messages

Module 2.4: Organize and Manage Messages

  • Sort messages
  • Move messages between folders
  • Add new local folders
  • Apply categories
  • Clean up messages
  • Mark a message as read or unread
  • Flag received messages
  • Ignore messages
  • Sort messages by conversation
  • Delete messages
  • Automate repetitive tasks by using Quick Steps
  • Archive settings
  • Delegate access

Module 3.1: Create and Manage Calendars

  • Create and add calendars
  • Adjust viewing details for calendars
  • Modify calendar time zones
  • Delete calendars
  • Set calendar work times
  • Manage multiple calendars
  • Manage calendar groups
  • Display multiple calendars
  • Share calendars

Module 3.2: Create Appointments, Meetings, and Events

  • Create calendar items
  • Create recurring calendar items
  • Cancel calendar items
  • Create calendar items from messages
  • Set calendar item times
  • Setup meetings by using the scheduling assistant
  • Set free or busy status for calendar items
  • Schedule resources
  • Setup meeting location by using Room Finder

Module 3.3: Organize and Manage Appointments, Meetings, and Events

  • Set calendar item importance 
  • Forward calendar items
  • Configure reminders
  • Add participants
  • Respond to invitations
  • Update individual or recurring calendar items
  • Share meeting notes
  • Categorize calendar items

Module 3.4: Create and Manage Notes and Tasks

  • Create and manage tasks 
  • Create and organizing notes

Module 4.1: Create and Manage Contacts

  • Create a new contact
  • Delete contacts
  • Import contacts from external sources
  • Edit contact information
  • Attach an image to a contact
  • Add tags to contacts

Module 4.2: Create and Manage Contact Groups

  • Create and Manage Contact Groups 
  • Create new contact groups
  • Add contacts to existing contact groups
  • Add notes to a contact group
  • Update contacts within contact groups
  • Delete contact groups
  • Delete contact group members