Microsoft Outlook Intermediate
1 Day
Versions 2003 and 2007 (View Version 2010 Agenda)
Course Description
This instructor-led, hands-on course teaches students the skills needed to work with some of the more advanced functions in Outlook such as Rules, the Journal, importing and exporting, archiving, and Custom Forms.
Prerequisites
In order to successfully complete this course student are encouraged to take Softek’s Introduction to Outlook course first or have equivalent experience with Outlook. Students should be comfortable sending and receiving mail, working with file attachments, using folders to organize information, setting appointments and managing tasks.
Customizing the Outlook Environment
Setting the Outlook Startup Folder
Working with Toolbars
Using the Advanced Toolbar
Viewing Web Pages in Outlook
Customizing Toolbars
Adding Shortcuts to the Navigation Pane
Creating New Shortcut Groups
Adding Shortcuts to a Group
Working with Views
Defining New Views
Customizing Views
Using Rules
Using the Organize Pane
Creating Rules
Activating and Deactivating Rules
Running Rules
Archiving Data
Viewing the Global AutoArchive Settings
Customizing AutoArchive Settings for Specific Folders
Manually Archiving Information
Opening Archive Files
Closing Archive Files
Importing and Exporting
Importing from Excel Spreadsheets
Exporting Data from Outlook
Using Color Categories
Assigning Categories to Individual Contacts
Assigning Categories to Multiple Contacts
Creating New Color Categories
Viewing Contacts by Category
Viewing All Items in Specific Categories
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Sharing Information
Sharing Specific Folders
Opening Folders for Another User
Granting Delegate Permissions
Viewing Calendars Side-by-Side
Understanding Public Folders
Creating Public Folders
Setting Permissions on Public Folders
Using Templates and Building Blocks in Outlook
Creating Custom Templates
Using Custom Templates
Creating Rules Using Templates
Working with Building Blocks
Creating New Building Blocks
Using Building Blocks
Deleting Building Blocks
Tracking Activities Using the Journal
Creating Automatic Journal Entries
Manually Creating Journal Entries
Associate Journal Entries with Contacts
Viewing Journal Entries
Editing Journal Entries
Deleting Journal Entries
Viewing Activities for Contacts
Designing Custom Forms
Designing Custom Forms
Renaming Pages
Adding Fields to Forms
Creating Custom Fields
Publishing Forms
Using Custom Forms
Setting the Default Forms for Folders
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Other Helpful Links
Outlook - Introduction Agenda
Outlook - Intermediate Agenda
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