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

 

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

Is this the right level for you? Take our free assessment! Please contact our office at (202) 747-5000 if you have any questions.

Other Helpful Links

Outlook - Introduction Agenda

Outlook - Intermediate Agenda

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Are you interested in a class for one or a few students? Consider taking a public class. View our public training schedule for dates.

Or, are you interested in scheduling a private group class at your office or at Softek? Learn more about our private group training.

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