Advanced Outlook Training

Microsoft Outlook is a powerful organizational tool that can help users get more from their day. This class shows the advanced features that automate and simplify common tasks.

Training Class Goal

Students exiting this class will be able to use the advanced features of Microsoft Outlook for email, contacts, calendared appointments, and journaling.

Prerequisites

Foundational skills in Microsoft Outlook including sending email, setting appointments, and general navigation

Training Topics Covered

Email

• Customizing e-mail views
• Creating rules
• Multiple rules
• Adding searches to favorites
• Using flags
• Tips and tricks

Calendaring

• Sharing calendars
• Setting sharing permissions
• Sending a calendar over e-mail
• Scheduling appointments with emails
• Moving appointments between calendars
• Planning a meeting
• Sending meeting reminders
• Tracking attendee responses

Other Tools

• The voting feature
• Handling junk email
• Public folders
• Setting public folder permission levels
• Public calendars

Contacts & Tasks

• E-mailing contact cards
• Inserting pictures into contacts
• Categorizing contacts
• Creating tasks
• Task details
• Assigning tasks
• Priorities and completion status
• Scheduling time for tasks

Managing Client Interaction

• Linking clients to activities
• Journaling
• Tracking phone calls
• Activities