Customizing the Outlook Environment

Using Microsoft Outlook

3 Hours
Version 2010

This instructor-led course, through lecture and hands-on exploration, will show students the skills needed to work with some of the more intermediate or advanced features in Outlook. Topics include customizing the Outlook environment, importing and exporting data, creating and customizing views, and using templates and building blocks to automate messaging.

In order to successfully complete this course students 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.

Setting the Outlook Startup Folder

Customizing the Ribbon

Adding Shortcuts to the Navigation Pane

Creating New Shortcut Groups

Adding Shortcuts to a Group

Working with Views

Defining New Views

Customizing Views

Applying Filters

Removing Filters

Importing and Exporting

Importing from Excel Spreadsheets

Exporting Data from Outlook

Importing and Exporting (cont.)

Using Color Categories

Assigning Categories to Individual Contacts

Assigning Categories to Multiple Contacts

Creating New Color Categories

Viewing Contacts by Category

Using Advanced Find to View All Items in a Specific Category

Using Templates and Building Blocks in Outlook

Creating Custom Templates

Using Custom Templates

Creating Rules Using Templates

Working with Quick Steps

Working with Building Blocks

Creating New Building Blocks

Using Building Blocks

Deleting Building Blocks

Find us

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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