Course Overview
Every day, millions of email messages are exchanged among people within and between organizations. Email has a ubiquitous presence in the lives of many, and it's likely that email technologies will continue to evolve with the changing needs of workplaces. After all, email communication has not been replaced, or its growth slowed, as many predicted with the rise of social media and the widespread adoption of mobile technologies. Many organizations have implemented mail management systems that combine the back-end power of Microsoft Exchange Server and the front-end intuitive user interface of Microsoft Outlook.
In this course, students will customize command sets, configure mail accounts, set global options, perform advanced searches, apply filters to intercept mail and control spam, create rules to automate mail management tasks, work with calendars and contacts, manage tasks, preserve data with archives and data files, as well as share and delegate access to their Outlook items. In short, students will work with a wide range of features and options and, in so doing, understand why Outlook is a leading personal management system.
Note: Most Office 365 users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will also include helpful notes throughout the material to alert students to cases where the online version of the application may function differently from the primary, desktop version.
This course builds upon the foundational knowledge presented in the Microsoft Outlook for Office 365™ (Desktop or Online): Part 1 course and will help students customize a communication system well-suited to their work style. This course covers the Microsoft Office Specialist Program exam objectives to help students prepare for the Outlook Associate (Office 365 and Office 2019): Exam MO-400 certification exam.
Who should attend
This course is intended for those with a basic understanding of Microsoft Outlook and who need to know how to use its advanced features to manage their email communications, calendar events, contact information, search functions, and other communication tasks.
Prerequisites
To ensure success, students should have end-user skills with any current version of Windows, including being able to start and close applications, navigate basic file structures, manage files and folders, and access websites using a web browser. Additionally, it will benefit students to have basic Outlook skills.
Course Objectives
In this course, students will use Outlook’s advanced features to customize and manage their email communications, including: using advanced features to organize emails; managing calendar settings and options; managing contact information; scheduling tasks; and managing Outlook archives and data file settings. After completing this course, students will be able to:
- Insert objects in messages, and modify properties and global options.
- Organize, search, and manage messages.
- Protect your mailbox and manage its size.
- Use rules and Quick Steps to automate message management.
- Work with advanced calendar settings.
- Import and forward contacts.
- Assign delegate permissions and share Outlook items with others.
- Archive and back up Outlook items using data files.
Outline: Microsoft Outlook for Office 365 (Desktop or Online): Part 2 (91140)
Module 1: Modifying Message Properties and Customizing Outlook
Lessons
- Insert Hyperlinks and Symbols
- Modify Message Properties
- Add Email Accounts to Outlook
- Customize Outlook Options
Module 2: Organizing, Searching, and Managing Messages
Lessons
- Group and Sort Messages
- Filter and Manage Messages
- Search Outlook Items
Module 3: Managing Your Mailbox
Lessons
- Manage Junk Email Options
- Manage Your Mailbox Size
Module 4: Automating Message Management
Lessons
- Use Automatic Replies
- Use Rules to Organize Messages
- Create and Use Quick Steps
Module 5: Working with Calendar Settings
Lessons
- Set Advanced Calendar Options
- Create and Manage Additional Calendars
- Manage Meeting Responses
Module 6: Managing Contacts
Lessons
- Import and Export Contacts
- Use Electronic Business Cards]
- Forward Contacts
Module 7: Sharing Outlook Items
Lessons
- Assign and Manage Tasks
- Share Your Calendar
- Share Your Contacts
Module 8: Managing Outlook Data Files
Lessons
- Use Archiving to Manage Mailbox Size
- Work with Outlook Data Files
Appendix A:
Mapping Course Content to Outlook Associate (Office 365 and Office 2019): Exam MO-400
Appendix B:
Configuring Email Message Security Settings
Appendix C:
Inserting Objects into Messages
Appendix D:
Microsoft Outlook Common Keyboard Shortcuts