Course Icon Outlook Training

Outlook Advanced

Designed for Outlook versions 2016,2013,2010,2007

0800 1337 401

Course Objectives

Welcome to Seven Institute’s course for Microsoft Office Outlook, Microsoft’s powerful and easy-to-use personal information management program. This new version of Outlook incorporates some innovative features and connectivity options in efforts to make managing your e-mail and personal information easier than ever.

This Advanced level is intended to help users go further with information management. This course will also provide users with more information on Outlook data management and security control.

This course will cover advanced e-mail, calendar, task, contact management, and view features; custom forms; the new Social Network Connector; managing personal folders and profiles; the Trust Center; and the Outlook Address Book. By the end of this course, users should be comfortable customizing the core of Outlook to suit their needs.

Who Should Attend

This course presumes that the user has a basic knowledge of Windows, including concepts such as using the mouse and keyboard. It also presumes that the user has completed the Intermediate level of this course (or has equivalent knowledge) and is familiar with concepts such as using all components of Outlook (e-mail, task, calendar, etc.), creating and modifying e-mail accounts, and managing information.

Experience Required

This course presumes that the user has a basic knowledge of Windows, including concepts such as using the mouse and keyboard. It also presumes that the user has completed the Intermediate level of this course (or has equivalent knowledge) and is familiar with concepts such as using all components of Outlook (e-mail, task, calendar, etc.), creating and modifying e-mail accounts, and managing information.

Course Syllabus

ORGANISING YOUR EMAIL

  • Using search folders
  • Create a simple rule
  • Edit rules
  • Use the full-featured Rules and Alerts wizard
  • Mark messages for follow-up
  • Clean up folders and conversations
  • Use, create, manage, and reset Quick Steps
  • Manage junk mail
  • Set phishing filter and automatic download preferences
  • Use blocked and safe sender lists
  • Set up categories
  • Assign categories to an item
  • Use Quick Click
  • Upgrade your categories from an older version of Outlook
  • Use category viewing tools
  • Create category search folders

ADVANCED WORD PRIMER

  • Adding tables
  • Adding text boxs
  • Adding pictures and clip art
  • Adding screenshots
  • Adding shapes
  • Adding smartart
  • Adding charts

SETTING UP A BASIC EMAIL ACCOUNT

  • About the types of e-mail accounts supported by Outlook
  • How to configure a POP3, IMAP, or HTTP e-mail account
  • How to use an IMAP or HTTP mailbox
  • About the Send/Receive tab

ADVANCED EMAIL FEATURES

  • Create, edit, and use signatures
  • Set signature options
  • Use Office 2010 and legacy themes
  • Use stationery in an e-mail message
  • Set your default theme or stationery
  • Customize default message fonts
  • Attach a file, calendar, business card, or other item to an Outlook message
  • Set message priority
  • Mark a message for follow-up
  • Use Quick Click flags
  • Show and hide the BCC and CC fields in a mail message
  • Work with multiple e-mail accounts
  • Request and respond to delivery and read receipts
  • Add voting options to a mail message
  • Change your reply-to address
  • Delay message delivery
  • Save a message outside Sent Items
  • Open the Outlook Options dialog
  • Identify what each category of the Outlook Options dialog is for
  • Use the Outlook Options dialog to change general, mail, mobile, language, and advanced options

ADVANCED INFORMATION MANAGEMENT TOOLS

  • Use the calendar’s time zone
  • Create recurring appointments
  • Set calendar options
  • Add holidays to your calendar
  • Create recurring tasks
  • Assign and receive tasks
  • Send task status reports
  • Mark a task as private
  • Change task options
  • Create and manage views
  • Reset views
  • Add columns to a view
  • Open the Advanced View Settings dialog
  • Apply views to other folders

ADVANCED OUTLOOK TOPICS

  • Link files and business cards to Outlook items
  • Link Outlook items to each other
  • Create, publish, use, custom forms
  • Set a form as the default for a folder
  • Use overlay and schedule views
  • Stop sharing a calendar with someone else
  • Save your calendar outside of Outlook

DATA MANAGEMENT IN OUTLOOK

  • Open the Account Settings window
  • Use the various tabs in the Account Settings window
  • Modify published calendars and address books
  • Create, manage, open, and close personal folders files
  • Set a personal folder file as default
  • Configure and use AutoArchive
  • Archive information manually
  • Use mailbox cleanup tools
  • Import and export Outlook information
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