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Intermediate Microsoft Outlook

365 | 2019 | 2016
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



Public Course at Softek Private Course at Your Office Private Course at Softek
$275 per student $850 flat fee up to 8 students $1000 flat fee up to 8 students
or 1 voucher $950 flat fee up to 12 students $1100 flat fee up to 12 students
10% discount when 3+ attend $50 per additional student $50 per additional student

Private Group Training

Private group courses are cost effective when you have a group of students who need the same course. Pricing is based on the maximum number of students anticipated per day per course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your office, you are responsible for the classroom setup, including student computers, instructor station, LCD projector, and software installation. For courses conducted at Softek, we take care of classroom setup.


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 $125 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. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee