Intermediate Microsoft Outlook

1 Day, 9:00-4:00

Course Overview

This instructor-led course, through hands-on exploration, will teach students to customize the Outlook environment, calendar, and mail messages, and will also track, share, assign, and locate various Outlook items.

Course Objectives

Customize the environment
Create and use rules to automate tasks
Set archive settings to automatically or manually to move or delete messages
Import and export data to and from Outlook
Share information with co-workers and set permissions
Create message templates to automate sending canned messages

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

Using Rules

Creating Rules
Activating and Deactivating Rules
Running Rules
Filter Messages
Organize Messages

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 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 on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student	$325

Private Group Class: Live Virtual
1-4 students	$700
5-8 students	$850
9-12 students*	$950
*$50 per additional student

Private Group Class: At Your Location
1-4 students	$950
5-8 students	$1100
9-12 students*	$1200
*$50 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.).

Customization

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.

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