Register Now      202-747-5000
Road Map To Learning

Choose Your Learning Adventure:

Select from our standard “off-the-shelf” classes or build a course to target your learning goals. Ready to learn new skills? Contact Softek today!

Advanced Microsoft Outlook Features

3 Hours

Course Overview

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.

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.

Course Objectives

  • Customize the Outlook environment
  • Import and export data
  • Use templates and building blocks in Outlook

Course Outline

Customizing the Outlook Environment

  • 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
  • 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


Cost and Delivery Format Options

We offer the above listed class as a private group class in the following delivery formats. Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9:00 am to 12:00 pm and 1:00 pm to 4:00 pm).

Private Group Class: Live Virtual
1-4 students $850
5-8 students $1000
9-12 students* $1100
*$35 per additional student
Private Group Class: At Your Location
1-4 students $1100
5-8 students $1250
9-12 students* $1350
*$35 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee