Microsoft Outlook Essentials

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Course Description

Learners will be able to use Outlook to enhance professional correspondence, create calendars, and schedule appointments. Participants will create and edit professional-looking email messages, maintain calendars across time zones, and schedule tasks for a variety of purposes and situations including sending email for marketing campaigns, planning staff meetings, and assigning action items from those meetings.

15+

Hours

80+

Lectures

$60

Price

WHAT TO EXPECT

Learning Objectives

  • Connect one or more email accounts
  • Preview, read, reply to and forward messages
  • Process, create, format and check messages
  • Use advanced message options
  • Organize messages
  • Use signatures and stationary
  • Automate replies and organization
  • Clean up and archive messages
  • Create, organize and manage calendars, appointments, meetings and events
  • Create and manage notes and tasks
  • Create and manage contacts and contact groups
  • Customize the Outlook environment settings
  • Print and save Information
  • Perform search operations in Outlook 

Course Outline

Module One: Manage the Outlook Environment for Productivity

  • Customize Settings
    o Customize reply to messages
    o Change text formats for all outgoing messages
    o Customize the Navigation Pane
    o Configure reviews
    o Manage multiple accounts
    o Add an account

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

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

Module Two: Manage Messages

  • Configure Mail Settings
    o Set fonts for new messages and responses
    o Create, assign, and modify signatures
    o Create and manage rules
    o Create automatic replies
    o Create messages by using Quick Parts
    o Configure Junk Email and Clutter settings

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

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

  • Organize and Manage Messages
    o Sort messages
    o Move messages between folders
    o Add new local folders
    o Apply categories
    o Clean up messages
    o Mark a message as read or unread
    o Flag received messages, ignore messages
    o Sort messages by conversation
    o Delete messages
    o Automate repetitive tasks by using Quick Steps
    o Configure basic Auto Archive settings
    o Delegate access

Module Three: Manage Schedules

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


  • Create Appointments, Meetings, and Events
    o Create calendar items
    o Create recurring calendar items
    o Cancel calendar items
    o Create calendar items from messages
    o Set calendar item times
    o Set up meetings by using the scheduling assistant
    o Set free or busy status for calendar items
    o Schedule resources
    o Set up meeting location by using Room Finder


  • Organize and Manage Appointments, Meetings, and Events
    o Set calendar item importance
    o Forward calendar items
    o Configure reminders
    o Add participants
    o Respond to invitations
    o Update individual or recurring calendar items
    o Share meeting notes
    o Categorize calendar items

  • Create and Manage Notes and Tasks
    o Create and manage tasks
    o Create and organize notes

Module Four: Manage Contacts and Groups

  • Create and Manage Contacts
    o Create a new contact
    o Delete contacts
    o Import contacts from external sources
    o Edit contact information
    o Attach an image to a contact
    o Add tags to contacts
    o Share contacts
    o Create and manage address books

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

Module Five: Create Reports

  • Create a Report
    o Create a report based on the query or table
    o Create a report in Design view
    o Create a report by using a wizard

  • Configure Report Controls
    o Group and sort fields
    o Modify data sources
    o Add report controls
    o Add and modify labels

  • Format a Report
    o Format a report into multiple columns
    o Add calculated fields

  • Control report positioning
    o Format report elements
    o Change report orientation
    o Insert header and footer information
    o Insert images
    o Apply a theme

Assessment