Microsoft Outlook Part 2: Organization and Automation

Master the advanced features of Microsoft Outlook to enhance your email management, calendar efficiency, and data protection, perfect for professionals aiming to streamline their productivity.

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Essential Skills Gained

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Customize Outlook command sets and configure mail accounts.

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Automate email management and perform advanced message searches.

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Manage calendars, contacts, and task scheduling effectively.

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Protect and manage data with archiving and backup strategies.

Format

  • Instructor-led
  • 1 days with lectures and hands-on labs.

Audience

  • Office Managers
  • IT Support Staff
  • Administrative Assistants
  • Business Professionals

Description

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® and the front-end intuitive user interface of Outlook. In this level 2 course, you 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 many management tasks, work with calendars and contacts, manage tasks, protect data with archiving and data files, as well as share and delegate access to your workspaces. In short, you'll work with a wide range of features and options and, in so doing, understand why Outlook is a leading personal management system.

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Upcoming Course Dates

October 3-3, 2025

9:00 AM - 4:30 PM

Virtual: Online - US/Eastern

Enroll

$295

December 4-4, 2025

9:00 AM - 4:30 PM

Virtual: Online - US/Eastern

Enroll

$295

Course Outline

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Lesson 1: Modifying Messages and Setting Global Options

  1. Insert Advanced Characters and Objects

  2. Modify Message Settings and Options

  3. Configure Global Outlook Options

  4. Customize the Outlook Interface

Lesson 2: Organizing, Searching, and Managing Messages

  1. Group and Sort Messages

  2. Filter and Manage Messages

  3. Search Outlook Items

Lesson 3: Managing Your Mailbox

  1. Use the Junk E-Mail Filter to Manage Messages

  2. Manage Your Mailbox

Lesson 4: Automating Message Management

  1. Use Automatic Replies

  2. Use the Rules Wizard to Organize Messages

  3. Create and Use Quick Steps

Lesson 5: Working with Calendar Settings

  1. Set Advanced Calendar Options

  2. Create and Manage Additional Calendars

  3. Manage Meeting Responses

Lesson 6: Managing Contacts

  1. Import and Export Contacts

  2. Use Electronic Business Cards

  3. Forward Contacts

Lesson 7: Managing Activities by Using Tasks

  1. Assign and Manage Tasks

Lesson 8: Sharing Workspaces with Others

  1. Delegate Access to Outlook Folders

  2. Share Your Calendar

  3. Share Your Contacts

Lesson 9: Managing Outlook Data Files

  1. Use Archiving to Manage Mailbox Size

  2. Back Up Outlook Items

  3. Change Data File Settings

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