Microsoft Outlook Advanced Training Course Outline

Audience: Outlook Advanced course is aimed at those wishing to learn how to further their knowledge of Outlook as an information management tool.

We are happy to arrange for a trainer to contact you to help tailor you course.

Course Duration: 1 day.

Course Availability: Monday – Saturday

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

Course Location: This Outlook Advanced 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

After completing this course, students will be able to:

  • Manage mail messages using the Rules Wizard
  • Out of Office
  • Track Messages
  • Use Voting Buttons
  • Archive messages
  • Schedule Appointments 
  • Planning Meetings
  • Identify scheduling conflicts 
  • Free busy time and private settings
  • Use Multiple calendars
  • Calendar Quick View
  • People Card
  • Meeting View
  • Import and Export Outlook data
  • Task request
  • EAI (Email address internationalisation ) 
  • Collaboration with OneDrive

Course Outline

Module 1: Recap on Basics

Module 2: Email

  • Email options
  • Creating search folders
  • Creating Quick Steps
  • Quick Steps Automation
  • Mail Alerts
  • Handling junk email
  • RSS feeds
  • Conversation view
  • Instant search
  • Ignore conversation / conversation clean-up
  • Forgotten subject line

Module 3: Enhancing Email Format

  • Selecting a default message format
  • HMTL format and plain text
  • Using stationery 
  • Pictures, styles and hyperlinks
  • Resize attached photos
  • Creating screen shots

Module 4: Tracking

  • Applying message tracking options
  • Viewing message delivery status
  • Creating message voting buttons
  • Tracking voting button status

Module 5: Rules Wizard

  • Online and Client Rules
  • Creating and editing rules using Rules Wizard
  • Creating an automatic reply (Out of Office) rule
  • Editing rules
  • Deleting rule

Module 6: Calendar (Basics)

  • Changing calendar views
  • Date navigator
  • Printing a calendar; selecting print styles
  • Inserting calendar information to a message
  • Duplicating appointments 

Module 7: Calendar (Setting up an Appointment)

  • Scheduling a single or recurring appointment
  • Editing and deleting an appointment
  • Adding reminders to the appointment
  • Making appointments more visual by applying categories

Module 8: Calendar (Scheduling Meetings)

  • Invite attendees to appointments
  • Working with meeting responses
  • Updating existing meetings
  • Additional scheduling topics
  • Free busy time; private setting
  • Plan a meeting tool
  • Using a group schedule
  • Schedule view
  • Quick View
  • Meeting suggestions
  • Calendar Groups

Module 9: Calendar (Managing Calendars)

  • Creating additional private calendars
  • Opening additional calendars
  • Viewing multiple calendars
  • Setting calendar permissions
  • Duplicating appointments across calendars
  • Working with scheduling conflicts; overlay mode
  • Using online calendars
  • Sending calendar details via email
  • People Card

Module 10: Calendar (Tasks)

  • Entering tasks in calendar view
  • Adding additional task information
  • Completing tasks; automatic task updating

Module 11: Contacts

  • Creating a contact
  • Organising the contacts; applying filters and categories
  • Sending contact details as VCards
  • Creating a business card
  • Setting up distribution lists
  • Printing Contacts; contact print styles
  • Updated Summary Cards
  • Mail merge

Module 12: Tasks

  • Creating and updating tasks information
  • Entering recurring tasks
  • Applying task reminders
  • Task views

Module 13: Managing Tasks

  • Assign task request
  • Updating tasks – task updates; task status
  • Using the task timeline
  • Additional task topics

Module 14: Importing and Exporting Data

  • File types supported for exporting
  • Exporting to data in an Outlook data folder

Module 15: Managing Mailbox Storage

  • PST files explained
  • Creating and managing personal folders (.pst)
  • Opening and closing personal folders
  • Applying a password to personal folders

Module 16: Sharing Outlook information

  • Sharing your folders
  • Applying and editing  access permissions
  • Accessing others folders
  • Sending messages on behalf of others
  • Adding additional mailbox to the Inbox

Module 18: Outlook Groups

  • Create an group and add members
  • Learn more about group members and owners
  • Send email to an group
  • Edit or delete an group
  • Join or leave an group
  • Follow an group in your inbox
  • Share files with an group
  • Create a meeting on an group calendar

Module 18: Additional Topics

  • Collaboration with OneDrive
  • Outlook Social Connector
  • Voice mail Transcripts
  • EAI (Email address internationalisation ) 
  • Mailbox Clean-up
  • Weather option
, Microsoft Outlook Advanced Training Course
, Microsoft Outlook Advanced Training Course