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Outlook

Get the training you need - select the modules covering the functionality that you want to learn about! Mix and match with other applications and contact us about a delivery programme.

On site training lead by Microsoft Certified Trainers includes the provision of training manuals, exercises, case studies and training PC's. Each module is priced at $120 + GST. Bulk purchase advantages apply for 5 or more modules or 5 or more attendees.

The modules below apply for Office 2010Chat to us about modules for 2007 or 2016!

Alternatively - book in some free form training. Resolve issues and gain instruction on the tools that will make a difference for your use of Outlook.

Foundation Modules

1. Getting Started                                                  2. Understanding and Customising the Outlook                                                                                             Interface

· What is Microsoft Outlook 2010?
· What’s new in Microsoft Outlook 2010?
· About Outlook’s notification icon and jump lists
· About types of e-mail accounts
· About Outlook’s default folders
· Open and close Outlook
· Set up an e-mail account and modify account settings
· Send and receive e-mail
· View messages in a folder
· Open, delete, print, and edit messages
· Use the Print area of the File menu, including Print Preview
· Open Help
· Use the Help screen and the Help toolbar
· Search for help
· Use the table of contents
· Get help in a dialog box


 

· Use the File menu (Backstage View)
· Use the status bar
· Use the mini toolbar
· Use dialog boxes
· Use right-click menus
· Use keyboard shortcuts
· Use Outlook Today
· Use the Navigation Pane and the Reading Pane
· Use the To-Do Bar
· Use, customize, and move the Quick Access toolbar
· Use the Options dialog to customize the Quick Access toolbar
· Use tabs, groups, and option buttons
· Minimize the ribbon
· Add or remove tabs from the Outlook interface
· Arrange tabs and groups
· Create new tabs and groups
· Customize group commands
· Reset customizations

3. Tab Overview, Mail Interface                              4. Tab Overview, Outlook Item Interface   

· The four tabs in the main Outlook interface: Home, Send/Receive, Folder, and View
· The groups in the Home tab: New, Delete,     Respond, Quick Steps, Move, Tags, and Find
· The groups in the Send/Receive tab: Send & Receive, Download, Server, and Preferences
· The groups in the Folder tab: New, Actions, Clean Up, Favourites, and Properties
· The groups in the View tab: Current View,    Conversations, Arrangement, Layout, People Pane, and Window
 

· How tabs are set up in Outlook items
· The Message tab
· The Options tab
· The Appointment tab
· The Meeting tab
· The Contact tab
· The Task tab
· The groups in the Insert tab: Include, Tables, Illustrations, Links, Text, and Symbols
· The groups in the Format Text tab: Clipboard, Font, Paragraph, Styles, and Editing
· The groups in the Review tab: Proofing and Language

5. Sending Email                                                  6. Information Management  

· Create an e-mail message with all the essential elements (recipients, a subject line, and message content)
· Reply to messages
· Forward messages
· Open and save attachments
· Use the Attachment Previewer
· Add attachments, Outlook items, and hyperlinks to your message
· Change your message’s theme
· Distinguish between Outlook’s views
· Arrange and group messages
· Use conversation view
· Sort and filter messages
· Use AutoPreview
· Use the Drafts folder
· Save a message as a draft
· Open, edit, send, and delete a draft

· Open the calendar
· Use the Calendar Tools tab
· Create a new appointment
· Edit an appointment
· Use the Daily Task List in the calendar
· Open the Contacts folder
· Create a new contact
· Edit contacts
· Open the Tasks folder
· Create a new task
· Edit tasks
· Open the Notes folder
· Create a new note
· Edit a note
· Set journal options
· Open the Journal folder
· Create a new journal entry
· Edit a journal entry
· Use the Navigation Pane and Home tab in each folder
· Customize your view in all folders

Intermediate Modules

1. Organising your Email                                       2. Managing your Email  

· Create, rename, move, and delete folders
· Move messages to folders
· Turn the Favourites list on or off
· Mark a folder as a favourite
· Change the order of folders in the Favourites list
· Remove a folder from the Favourites list
· Create, customize, and use search folders
· Use the Search box and the Search Tools tab
· Set search options
· Search for contacts
· Filter e-mail
 

· Create a simple rule
· Edit rules
· Use the full-featured Rules and Alerts wizard
· Mark messages for follow-up
· Clean up folders and conversations
· Use, create, manage, and reset Quick Steps
· Manage junk mail
· Set phishing filter and automatic download      preferences
· Use blocked and safe sender lists
· Set up categories
· Assign categories to an item
· Use Quick Click
· Upgrade your categories from an older version of Outlook
· Use category viewing tools
· Create category search folders

3. A Word Primer                                                  4. Understanding Email Accounts  

· Cut, copy, and paste text
· Use the Office Clipboard
· Find and replace text     
· Check spelling in a message
· Change text’s font face, size, and colour
· Apply highlighting and basic effects to text
· Change text’s case
· Use the Font dialog
· Clear formatting from text
· Use the Format Painter
· Apply a Quick Style
· Change the style set and theme in use
· Use various mail formats
· Align and justify text
· Indent paragraphs
· Change paragraph spacing
· Create bulleted or numbered lists
· Add borders and shading to text
· Add tables, pictures, Clip Art, screenshots, shapes, charts, SmartArt, text boxes, and WordArt to       messages
 

· About the types of e-mail accounts supported by Outlook
· How to configure a POP3, IMAP, or HTTP e-mail account
· How to use an IMAP or HTTP mailbox
· About the Send/Receive tab
· How to set send and receive options
· How to set up and use text messaging (SMS) in Outlook 
· How to set up and use RSS feeds

   


 

5. Microsoft Exchange Server   

· Identify the benefits of using an Exchange Server mailbox
· Identify the different versions of Exchange Server supported by Outlook 2010
· Set up an Exchange Server mailbox
· Use an Exchange Server mailbox
· Set permissions on your Exchange mailbox
· Use delegates
· View another person’s mailbox (including the calendar and tasks)
· Set up the Out of Office Assistant
· Use the Global Address Book
· Recover deleted items
· Recall messages
· Share tasks with other Exchange Server users
· Schedule meetings with Microsoft Exchange
· Respond to Exchange Server meeting requests
· Use Schedule View

 


 


 


 


 


 


 

Advanced Modules

1. Advanced Email Features                                  2. Advanced Information Management Tools  

· Create, edit, and use signatures
· Set signature options
· Use Office 2010 and legacy themes
· Use stationery in an e-mail message
· Set your default theme or stationery
· Customize default message fonts
· Attach a file, calendar, business card, or other item to an Outlook message
· Set message priority
· Mark a message for follow-up
· Use Quick Click flags
· Show and hide the BCC and CC fields in a mail message
· Work with multiple e-mail accounts
· Request and respond to delivery and read receipts
· Add voting options to a mail message
· Change your reply-to address
· Delay message delivery
· Save a message outside Sent Items
· Open the Outlook Options dialog
· Identify what each category of the Outlook Options dialog is for
· Use the Outlook Options dialog to change general, mail, mobile, language, and advanced options

 

· Use the calendar’s time zone
· Create recurring appointments
· Set calendar options
· Add holidays to your calendar
· Create recurring tasks
· Assign and receive tasks
· Send task status reports
· Mark a task as private
· Change task options
· View additional contact fields
· Mark a contact as private
· Recognize commands in the Communicate group
· Change contact options
· Create and edit contact groups
· Create and manage views
· Reset views
· Add columns to a view
· Open the Advanced View Settings dialog
· Apply views to other folders


3. Advanced topics                                               4. Data management  

· Link files and business cards to Outlook items
· Link Outlook items to each other
· Use the journal to link items
· Create, publish, use, and apply custom forms
· Set a form as the default for a folder
· Use omsgclas to apply a custom form to existing items 
· Use the Forms Manager
· Publish your calendar
· Subscribe to a published calendar
· Use overlay and schedule views
· Stop sharing a calendar with someone else
· Save your calendar outside of Outlook
· Install, configure, and use the Social Network Connector

 

· Open the Account Settings window
· Use the various tabs in the Account Settings window
· Modify published calendars and address books
· Create, manage, open, and close personal folders files 
· Set a personal folder file as default
· Configure and use AutoArchive
· Archive information manually
· Use mailbox cleanup tools
· Import and export Outlook information
· Use the Mail icon in the Control Panel to create, delete, view, and modify Outlook profiles
· Set Outlook to prompt for a profile when it starts

5. Outlook security   

· Open and use the Trust Centre
· Identify Trusted Publishers
· Set privacy options
· Set e-mail security options
· Change how attachments are handled
· Change automatic download options
· Choose how to deal with programmatic access
· Manage add-ins
· Open the Outlook Address Book and understand its components
· Add, edit, search, and delete Outlook Address Book entries
· Change Outlook Address Book options
· Use the Outlook Address Book to create mail
· Set macro security
· Create a macro using the Visual Basic Editor
· Run a macro
· Edit a macro’s code