Microsoft Outlook Basic

Course overview

Our basic course is ideal for delegates with little or no experience of Outlook. The course will begin with the fundamentals such as navigating the system, move through creating, sending and receiving emails and will also cover additional features such as out of office and Outlook options.

Topics covered

Fundamentals

  • Starting Outlook
  • Control screen layout
  • The message window
  • Navigation pane
  • Reading pane and to-do bar
  • Giving commands/command shortcuts
  • Help
  • Understanding items
  • Locating emails

Receiving e-mail

  • Receiving/reading email
  • Opening attachments
  • Changing views
  • Flagging for follow up
  • Printing an email
  • Reply and forward
  • Junk and unwanted email

Creating and sending e-mails

  • Composing an email
  • Format text tips
  • Spellcheck
  • Hyperlinks
  • Message options
  • Attachments
  • Sending an email
  • Use @ mentions

Additional features

  • Saving drafts
  • Out of office
  • Signatures and fonts
  • Themes and stationary
  • Outlook options
  • Quick flags Recover deleted items

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team

Microsoft Outlook Intermediate

Course overview

The Intermediate level course allows your delegates to increase their technical knowledge on the core concepts and functionality of Outlook. They will learn additional email features, how to use the calendar, journals and notes and how to organise and find information.

Topics covered

Using the calendar

  • Viewing and navigating
  • Changing view
  • Setting reminders
  • Schedule appointments/events
  • Editing appointments/events
  • Recurring appointments
  • Categorise appointments
  • Availability
  • Shared calendars
  • Changing work days/times
  • Colour coding

Working with contacts and other users

  • Address book
  • Adding and viewing contacts
  • Sorting, editing and deleting contacts
  • Contact window
  • Contact Groups
  • Categorise your contacts
  • Share contacts
  • Print contact list

Working with tasks

  • Create and modify tasks
  • Task views and displays
  • Sorting and assigning tasks
  • Recurring tasks
  • Attachments
  • Task pane
  • Create appointments
  • Completing a task
  • Printing tasks
  • Classic vs to do

Additional Email Features

  • Recalling an email
  • Delaying an email
  • Quick steps
  • Changing the message format
  • Junk email
  • Safe and blocked senders
  • Security settings
  • Create and edit rules Working with Sensitive emails

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team

Microsoft Outlook Advanced

Course overview

Our advanced course is aimed at delegates with a good working knowledge of Outlook or that have completed the Intermediate Course. Delegates will learn a variety of complex skills including customisation, exporting information, quick steps and the rule wizard.

Topics covered

Customisation

  • Using custom auto correct
  • Using custom groups
  • Creating custom views
  • Adding fields to views
  • Outlook default options
  • Customise quick access toolbar
  • Customise autocorrect
  • Managing accounts

Managing data

  • Offline folders
  • Exporting information
  • Important information
  • Personal folders
  • Personal files
  • Auto-archive
  • Mailbox cleanup
  • Advanced sort emails

Commands and Automation

  • Create a rule
  • Rules with rule wizard
  • Manage rules
  • Creating quick steps
  • Managing quick steps
  • Conditional formatting
  • Optimise conversations

Advances settings

  • Tools together
  • Outlook web app
  • Social connector
  • Microsoft lync
  • Adding RSS feeds
  • Viewing RSS feeds
  • Connect to social networks Viva insights

Delivery methodology

(Face-to-face or virtual delivery available)

Small groups

Ideally 6-8 delegates to maximise engagement and interaction levels.

One-to-one

We also provide one-to-one 90 minute support workshops to provide targeted individual support (specific topics to be selected).

Tailored sessions

Talk to us about designing bespoke workshops for your team