Microsoft 365 - Outlook Level 2

Overview

This hands-on 1-day course is based on the current Microsoft 365 Desktop version of Outlook. Participants using earlier versions of Outlook will be able to follow along, although some of the newest features may not be available in older versions.

This intermediate course is designed for learners with previous experience with Outlook equivalent to On-Track Outlook Level 1. Experienced self-taught users may find this course a valuable refresher.

Microsoft Outlook is a powerful communication and organization tool used for managing email, calendars, contacts, tasks, and meetings in one integrated application. Widely used in business and professional environments, Outlook helps users stay organized by streamlining daily communication and scheduling. Its features include advanced email management tools, shared calendars, appointment scheduling, contact management, reminders, and integration with Microsoft Teams and other Microsoft 365 apps. Whether used on a desktop, web browser, or mobile device, Outlook provides a centralized hub for staying on top of messages, coordinating with colleagues, and managing day-to-day tasks efficiently.

Prerequisites

• Familiarity with Microsoft 365 Outlook equivalent to Level 1
• Access to Microsoft 365 Outlook Desktop application
• An email account (in some cases this can be temporarily assigned by On-Track)

Learning Objectives

Through the use of hands-on exercises participants will learn to:

• Build on foundational Outlook skills
• Manage email, calendars, and workflow more efficiently
• Organize their inbox using advanced filtering tools
• Create automated rules
• Manage multiple calendars and work with shared mailboxes
• Use advanced features such as Quick Steps, Categories, and Search Folders

Course Modules

Module 1 - Quick Review

Navigation, email processes, backstage, options

Module 2 - Inbox Management Essentials

Using folders, flags, categories

Search folders and search tools

Quick Steps

Module 3 - Rules

Managing rules and alerts, signatures, out of office configuration

Module 4 - Advanced email composition

Quick Parts, SmartArt, templates

Module 5 - Advanced Management Features

Archiving, Filters, Options, Customization, Conditional Formatting

Module 6 - Collaboration

Sharing calendars, sharing mailboxes assigning access rights, assigning tasks

Integration with Microsoft 365 applications

Module 7 - Tips and Tricks

Learn to be more efficient in Outlook and what resources are available

Using AI (CoPilot, ChatGPT etc.)

ON-TRACK Corporate Training has a diverse and flexible schedule that can be customized to your needs. We offer group courses (both public and corporate), one-on-one training, virtual (on-line) classroom (Zoom etc.) and on-site training options. We also have easily accessible on-line training videos on OnTrackTV.