Microsoft Outlook Intermediate

1 Day
Versions XP, 2003 and 2007

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.

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Customizing Outlook

Setting an Outlook Startup Folder

Using the Toolbars

Customizing the Toolbar

Adding Groups to the Shortcut Pane

Adding Shortcuts to a Group

Using Categories

Importing and Exporting

Importing from an Excel Spreadsheet

Exporting to a Text File

Creating a Word Mail Merge

Tracking Activities Using the Journal

Setting Up the Journal to Automatically Track Contact Activities

Creating Journal Entries

Viewing Journal Entries

Editing Journal Entries

Deleting Journal Entries

Tracking Activity for a Contact

Creating Personal Folders and Archiving Data

Reviewing and Customizing AutoArchive Settings

Setting AutoArchive Options for an Individual Folder

Manually Archiving Information

Opening / Closing Archive Folders

Working with Views

Defining New Views

Filtering Messages in an Existing View

Using Templates in Outlook

Creating Custom Templates

Using Custom Templates

Designing Custom Forms

Publishing Forms

Using Forms

Setting Custom Forms as the Default for Folders

Using Rules

Using the Organize Pane

Using the Rules and Alerts

Activating and Deactivating Rules

Running Rules

Creating a Rule that Uses a Template