Outlook 365 Essentials

Printable, customizable, training materials

Welcome to the Office 365 Outlook Essentials workshop. With Office 365, you can access your inbox anywhere from any computer that has an internet connection and a web browser. In the Office 365 Outlook web app, you can collaborate and keep up to date with built in tools that Outlook is known for.

The Office 365 experience is designed to render your documents and emails to look exactly like they would when printed, from nearly anywhere in the world. This tool provides its users the freedom to work from anywhere.
Outlook 365 Essentials


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Everything you need to teach a one-day workshop for Outlook 365 Essentials:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

Outlook 365 Essentials Course Outline:

Module One: Getting Started
  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives

Module Two: Welcome to Office 365 Outlook
  • The Home Page
  • Opening Outlook
  • Understanding the Outlook 365 Interface
  • About IM
  • Selecting a Theme
  • Closing Outlook
  • Module Two: Review Questions

Module Three: Working with Your Inbox (I)
  • Viewing Your Inbox
  • Filtering Messages
  • Checking Messages
  • Marking an Item Read or Unread
  • Replying to or Forwarding a Message from the Inbox
  • Ignoring Conversations
  • Module Three: Review Questions

Module Four: Working with Your Inbox (II)
  • Changing the View
  • Creating Folders
  • Moving Messages to Folders
  • Renaming, Moving and Deleting Folders
  • Adding to Favorites
  • About Junk Mail
  • Module Four: Review Questions

Module Five: Creating a New E-Mail
  • Creating an E-mail
  • About the Address Book
  • Finishing Your Message
  • Attaching a File
  • Inserting a Picture
  • Sending the Message
  • Module Five: Review Questions

Module Six: Managing E-Mail Messages
  • The Received Message Window
  • Opening a Chat Message
  • Viewing Message Details
  • Printing a Message
  • Deleting an E-Mail
  • Module Six: Review Questions

Module Seven: Using Outlook"s Organizational Tools
  • Flagging an Item for Follow-up
  • Using Categories
  • Performing a Simple Search
  • Performing a Complex Search
  • Creating a Basic Rule
  • Creating an Advanced Rule
  • Module Seven: Review Questions

Module Eight: Outlook Options
  • About the Outlook Options
  • Setting Automatic Replies
  • Creating a Group
  • Creating a Signature
  • Module Eight: Review Questions

Module Nine: An Introduction to the Calendar
  • Getting Started
  • Creating an Appointment
  • Changing Your Calendar View
  • Creating a Meeting Request and Using the Scheduling Assistant
  • Editing an Appointment
  • Managing Reminders
  • Sharing Your Calendar
  • Module Nine: Review Questions

Module Ten: An Introduction to Contacts
  • Getting Started
  • About Importing Contacts
  • Creating a New Contact
  • Working with Contacts
  • Creating a New Group
  • Working with Groups
  • Module Ten: Review Questions

Module Eleven: An Introduction to Tasks
  • Getting Started
  • Creating a New Task
  • Setting a Date and Reminder
  • Setting a Repeating Task
  • Forwarding a Task
  • Updating a Task Status
  • Module Eleven: Review Questions

Module Twelve: Wrapping Up
  • Words from the Wise
  • Review of the Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

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