Microsoft Outlook Training Courses in Houston
Outlook: Level 1
Lesson 1: Getting Started with Outlook
Learn your way around the Outlook window and use the various “panes” that keep information available at a glance. Explore Outlook’s new message management features that keep critical information at the fore automatically.
- Microsoft Outlook is used to manage all aspects of email communication, appointments and meetings, contact information, tasks, and notes. Become familiar with the various aspects of the Outlook screen and their functions, including the File Tab, Quick Access Toolbar, Ribbon, Navigation Pane, Navigation Buttons, E-mail Pane, To-Do Bar, and more.
- Work with the five default Ribbon tabs: File, Home, Send/Receive, Folder, and View.
- Use the File tab and Quick Access Toolbar in Outlook to access commands and controls related to the Outlook environment and the active Outlook item.
- Learn about the variety of resources available for getting application help.
- Organize and store your Outlook items using the Inbox, Drafts, Sent Items, Deleted Items, Junk E-mail, Outbox, RSS Feeds, and Search folders,
- Use the Reading Pane to read messages without opening them in a new window. It also lets you manage your messages in the reading pane.
- Take advantage of Outlook’s special message management features, including The Outlook To-Do bar and Instant Search which help keep critical information close by.
- Master the basics of creating e-mail messages, managing attachments, and using message tags.
Lesson 2: Managing Your Messages in Outlook
Arrange messages onscreen in an order that matches how you work. Customize messages with your own information and style, and add information to messages that integrate them automatically with other outlook elements. Easily stay in control of detailed information regarding an individual or organization.
- Manage and sort your messages onscreen in an order that matches how you work, and keep them organized via folders.
- Use the Conversations feature to group related messages according to the subject line. Turn on conversations and navigate conversations.
- Use the signature option and quickly add signature information at the end of every e-mail you send.
- Categorize your e-mail message to group and color-code messages of the same type. Flag messages to assign future action to them.
- Use the Automatic Replies feature to notify persons when you are out of the office.
- Use the Contacts feature to create, assign, and search for a contact. Assign contacts to categories for at-a-glance review, and create contact groups that make messaging to many a breeze, and more.
- Set message delivery options such as an expiration date and time for outbound e-mail messages.
- Avoid embarrassing typos in your emails with the spelling and grammar check.
Lesson 3: The Calendar Feature in Outlook
Customize your appointments to make them informative and easy to find. Let Outlook handle the details of scheduling meetings and relevant information automatically.
- Become familiar with the elements of the calendar window including the Weather Bar, Search Bar, Folder Pane, Calendar Pane, Daily Task List, and more.
- Use the Calendar Peek to always keep your calendar and appointments in view.
- Change the look of your calendar to view the appropriate level of detail.
- Apply a background color to your calendar to make it distinct and help you in managing multiple calendars.
- Schedule appointments with a few clicks, and edit appointments, meetings, and events as needed.
- Schedule a recurring appointment, set reminders, label appointments according to activity type, and assign them to categories for at-a-glance review.
- Let Outlook handle the process of scheduling a meeting, gathering an attendee list, and updating and canceling meeting requests.
- Use Outlook to send a copy of your calendar via e-mail.
- Add and adjust the view of task information in the calendar view.
- Grant access to your Outlook calendar and request access to other coworker’s Outlook calendars.
- Create calendar groups to allow for the easy viewing of team or department calendars.
Lesson 4: Organizing Folders and Emails in Outlook
Use folder and email rules and options to keep your messages and folders organized in Outlook.
- Create Outlook rules to keep your messages organized by routing messages to specific folders when they arrive in the Inbox or when they are sent from your Outbox.
- Automate the process of managing the information in your account by emptying the deleted items folder when you exit the application.
- Set the Junk E-mail options to the level of junk e-mail protection you want and manage items in your junk e-mail folder.
- Use AutoArchive to move items to your local folder based on a pre-defined schedule. Use Manual Archive to move items only when you initiate the process.
- Personal Folder files (PST) provide a way for you to store Outlook information outside your main Outlook account. This assists you in managing the size of your Outlook account.
Lesson 5: Using Outlook Tools
Use Tasks to assign work to complete within a certain time frame. Include all aspects of a task – including contacts, resources, categories, and priority – and measure your progress toward completion. Use Notes to capture and manage those bits of miscellaneous information. Let Outlook track your daily activity automatically with the Journal feature, making it easy to see how you spend your time and document your work.
- Become familiar with the variety of Outlook tools available to help you with managing tasks, capturing information, and tracking actions.
- Capture your To-Do list in full detail and update tasks easily as they progress toward completion. Assign tasks to contacts and categories for easy access and permanent documentation of activity.
- Eliminate scribbled reminders and bits of information by storing them using Outlook’s Notes feature. Keep information available and yet out of the way, and organize them easily by color and by assigning them to contacts and categories.
- Use the Journal to track and record your daily activity, including messages, meeting requests, task responses, Microsoft Office files such as Word, and more. Assign journal entries to categories to see at-a-glance where your time is being spent and share your journal entries with contacts.
Outlook: Level 2
Lesson 1: Customize Your Outlook Environment
Customize your Outlook environment with your personal preferences so that you can work more efficiently.
- Quickly access your frequently used commands by creating a custom Ribbon tab with custom groups.
- Customize the Quick Access Toolbar to access commands and controls related to the Outlook environment and the active Outlook item.
- The Outlook Options General page can be customized to create a personalized environment with interface options that you need to easily access. The General category contains settings for user interface options, personalizing your copy of Microsoft Outlook, and start up options.
- Manage the Outlook Options Mail settings which provide selections for personalizing the settings for messages including composing messages, Outlook panes, message arrival, replies and forwards, saving and sending messages, tracking, and more.
- Work with the Outlook Options Advanced settings to personalize options for Outlook panes, starting and exiting Outlook, AutoArchive settings, reminders, exporting information, RSS Feeds, custom forms, international options, display, and more.
Lesson 2: Advanced Message Options in Outlook
Work with advanced message options in Outlook to add appeal to your messages, display information, link content, organize content, and assign action items to messages.
- Give your messages appeal by applying a theme containing formatted colors, fonts, and effects. Use an existing theme or create and save your own theme.
- Learn how to add a background color to your messages any apply fill effects.
- Use the Illustrations group features to display information in your messages including inserting pictures from file, online pictures, screenshots, shapes, SmartArt, and charts.
- Add links to your messages to reference other items, or to refer readers to a specific location within a document.
- Use the Text group features to add appeal to your text and to quickly add preformatted content to your messages. Insert text boxes in your message to place emphasis on content. Create a gallery of reusable content with the Quick Parts feature. Insert WordArt to add effects to your text. Additionally, insert date, time, and embedded objects to your messages.
- Work with symbols in your messages including equations, special characters, and horizontal lines.
- Insert and format tables in your message to organize content.
- Assign a level of sensitivity to your message so that your recipient will know how to handle action on the message.
- Add Voting Options to your messages to allow readers to vote for options you specify.
- Confirm that recipients receive and read your messages with Delivery and Read Receipts.
Lesson 3: Advanced Message Management in Outlook
Organize your email messages and become efficient in managing your mailbox. Learn how to share your folders and manage email messages for others.
- Use Quick Steps to efficiently manage your mailbox by providing one click access to perform multiple Outlook actions and commands. Learn how to use default Quick Steps and to create your own Quick Steps.
- Work with the Clean Up feature to prevent message clutter and remove redundant messages from conversations and folders.
- Use the Recover Deleted Items feature to restore items you have deleted.
- Give other users access to view or edit your Outlook folders and their contents.
- Redirect email replies to have message replies sent to a selected email recipient.
- As a delegate, an Outlook user can send and respond to items on behalf of another person. Learn about delegate permissions and set up permissions to your email.
- Manage email on behalf of another person; reply to another person’s email and create an email on their behalf.
Lesson 4: Managing Your Calendar in Outlook
Work with advanced calendar options in Outlook to customize your calendar environment, views, and layouts. Efficiently manage your time by using advanced functionality to help you determine meeting details and manage other user’s calendars.
- Manage the Outlook Options Calendar settings to customize your calendar, meeting, and time zones options.
- Create, edit, and apply views to your calendar. Learn how to view your calendar in various views and to create your own custom view.
- Use the Overlay view to see calendar availability in a single view by merging multiple calendars.
- Manage the layout of your calendar with the Daily Task List, Folder Pane, Reading Pane, and To-Do Bar layout features.
- Create multiple calendars to maintain meetings and appointments that you may not want to appear all on the same calendar.
- Work with the Scheduling Assistant feature to identify the availability of meeting participants so that you can select the best time for a meeting.
- Become familiar with the Room Finder feature to identify an available room and suggested times for a meeting.
- Categorize your meetings by group, and color-code meetings and appointments of the same type.
- Manage calendar requests for another person; set delegate permissions, respond to meeting requests, and send meeting requests on behalf of another user.
- Add notes to your meetings using OneNote.
Lesson 5: Managing Your Contacts in Outlook
Work with advanced contact management options in Outlook to customize your default contact settings, import contacts, integrate contact data, share contact information, and view contact updates.
- Manage the Outlook Options People settings to customize how you work with your contacts, including how contacts are filed, how duplicate contacts are managed, and more.
- Learn how to import a contact list using the Import and Export Wizard.
- Add or edit contact information when your contact’s data changes.
- Attached an image of your contact to their information for easy recognition.
- Use the Tags group to add categories, mark a contact for follow up, or to mark a contact as private so that others cannot see the details.
- Learn how to delete a contact’s information that you no longer need to store.
- Use the Forward Contact feature to send one of your contacts to another person as a Business Card or as an Outlook contact.
- Allow others to view your contacts and their information with the Share Contacts feature.
- Create contact groups to send communications to the group without having to enter each name separately.
- Print your Outlook contacts and learn how to specify how you want your contacts to be printed.
- Use the Outlook Social Connector to see your contact’s social network updated and activities directly from Outlook.