Outlook Essentials

  • $597.00
    Unit price per 


Outlook Essentials

Learners will be able to use Outlook to enhance professional correspondence, create calendars, and schedule appointments. Participants will create and edit professional-looking email messages, maintain calendars across time zones, and schedule tasks for a variety of purposes and situations including sending email for marketing campaigns, planning staff meetings, and assigning action items from those meetings.


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

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


Also available: e-learning, and cloud-based LMS.

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Free Sample

Outlook Essentials Course Outline:

Module One: Manage the Outlook Environment for Productivity
  • Customize Settings
    • Customize reply messages
    • Change text formats for all outgoing messages
    • Customize the Navigation Pane
    • Configure reviews
    • Manage multiple accounts
    • Add an account
  • Print and Save Information
    • Print message, calendar, contact, or task information
    • Save message attachments
    • Preview attachments
    • Save messages in alternate formats
    • Export messages to a data file
  • Perform Search Operations in Outlook
    • Create new search folders
    • Search for items in messages, tasks, contacts, or calendars
    • Search by using advanced find; search by folder


Module Two: Manage Messages
  • Configure Mail Settings
    • Set fonts for new messages and responses
    • Create, assign, and modify signatures
    • Create and manage rules
    • Create automatic replies
    • Create messages by using Quick Parts
    • Configure Junk Email and Clutter settings
  • Create Messages
    • Create a message
    • Add or remove message attachments
    • Add cc and bcc to messages
    • Add tracking and voting options
    • Forward and reply to messages
    • Request a delivery or read receipt
    • Redirect replies
    • Flag outgoing messages for follow up, importance, and sensitivity
    • Recall a message
  • Format a Message
    • Format text
    • Insert hyperlinks
    • Apply themes and styles
    • Insert messages
    • Add a signature to specific messages
  • Organize and Manage Messages
    • Sort messages
    • Move messages between folders
    • Add new local folders
    • Apply categories
    • Clean up messages
    • Mark a message as read or unread
    • Flag received messages, ignore messages
    • Sort messages by conversation
    • Delete messages
    • Automate repetitive tasks by using Quick Steps
    • Configure basic Auto Archive settings
    • Delegate access


Module Three: Manage Schedules
  • Create and Manage Calendars
    • Create and add calendars
    • Adjust viewing details for calendars
    • Modify calendar time zones
    • Delete calendars
    • Set calendar work times
    • Manage multiple calendars
    • Manage calendar groups
    • Display multiple calendars
    • Share calendars
  • Create Appointments, Meetings, and Events
    • Create calendar items
    • Create recurring calendar items
    • Cancel calendar items
    • Create calendar items from messages
    • Set calendar item times
    • Set up meetings by using the scheduling assistant
    • Set free or busy status for calendar items
    • Schedule resources
    • Set up meeting location by using Room Finder
  • Organize and Manage Appointments, Meetings, and Events
    • Set calendar item importance
    • Forward calendar items
    • Configure reminders
    • Add participants
    • Respond to invitations
    • Update individual or recurring calendar items
    • Share meeting notes
    • Categorize calendar items
  • Create and Manage Notes and Tasks
    • Create and manage tasks
    • Create and organize notes

 

    Module Four: Manage Contacts and Groups
    • Create and Manage Contacts
      • Create a new contact
      • Delete contacts
      • Import contacts from external sources
      • Edit contact information
      • Attach an image to a contact
      • Add tags to contacts
      • Share contacts
      • Create and manage address books
    • Create and Manage Contact Groups
      • Create new contact groups
      • Add contacts to existing contact groups
      • Add notes to a contact group
      • Update contacts within contact groups
      • Delete contact groups
      • Delete contact group members

      Other Course Kits Available:

      1. Accountability in the Workplace
      2. Administrative Office Procedures
      3. Administrative Support
      4. Adult Learning - Mental Skills
      5. Adult Learning - Physical Skills
      6. Anger Management
      7. Appreciative Inquiry
      8. Archiving and Records Management
      9. Attention Management
      10. Basic Bookkeeping
      11. Being a Likeable Boss
      12. Body Language Basics
      13. Budgets and Financial Reports
      14. Building Confidence and Assertiveness
      15. Business Acumen
      16. Business Ethics
      17. Business Etiquette
      18. Business Succession Planning
      19. Business Writing
      20. Call Center Training
      21. Change Management
      22. Civility in the Workplace
      23. Coaching and Mentoring
      24. Coaching Salespeople
      25. Collaborative Business Writing
      26. Communication Strategies
      27. Conducting Annual Employee Reviews
      28. Conflict Resolution
      29. Contact Center Training
      30. Contract Management
      31. Creating a Great Webinar
      32. Creative Problem Solving
      33. Creativity: Thinking Outside the Box
      34. Crisis Management
      35. Critical Thinking
      36. Customer Service
      37. Customer Support
      38. Cyber Security
      39. Delivering Constructive Criticism
      40. Developing a Lunch and Learn
      41. Developing Corporate Behavior
      42. Developing Creativity
      43. Developing Emotional Intelligence
      44. Developing New Managers
      45. Digital Citizenship
      46. Diversity, Equity and Inclusion
      47. Employee Motivation
      48. Employee Onboarding
      49. Employee Recruitment
      50. Employee Termination Processes
      51. Entrepreneurship
      52. Event Planning
      53. Executive and Personal Assistants
      54. Facilitation Skills
      55. Generation Gaps
      56. Goal Setting and Getting Things Done
      57. Handling a Difficult Customer
      58. Health and Wellness at Work
      59. High Performance Teams Inside the Company
      60. High Performance Teams Remote Workforce
      61. Hiring Strategies
      62. Human Resource Management
      63. Improving Mindfulness
      64. Improving Self-Awareness
      65. In Person Sales
      66. Increasing Your Happiness
      67. Internet Marketing Fundamentals
      68. Interpersonal Skills
      69. Job Search Skills
      70. Knowledge Management
      71. Leadership and Influence
      72. Leadership Development for Women
      73. Lean Six Sigma
      74. Life Coaching Essentials
      75. Manager Management
      76. Managing Personal Finances
      77. Managing Workplace Anxiety
      78. Managing Workplace Harassment
      79. Marketing Basics
      80. Measuring Results From Training
      81. Media and Public Relations
      82. Meeting Management
      83. Middle Manager
      84. Millennial Onboarding
      85. mLearning Essentials
      86. Motivating Your Sales Team
      87. Multi-Level Marketing
      88. Negotiation Skills
      89. Networking Outside the Company
      90. Networking Within the Company
      91. Office Health and Safety
      92. Office Politics For Managers
      93. Organizational Skills
      94. Overcoming Sales Objections
      95. Performance Management
      96. Personal Branding
      97. Personal Productivity
      98. Presentation Skills
      99. Project Management
      100. Proposal Writing
      101. Prospecting and Lead Generation
      102. Public Speaking
      103. Recognizing Employee Excellence
      104. Respect in the Workplace
      105. Responsibility in the Workplace
      106. Risk Assessment and Management
      107. Safety in the Workplace
      108. Sales Fundamentals
      109. Self-Leadership
      110. Sensitivity Training
      111. Servant Leadership
      112. Social Intelligence
      113. Social Learning
      114. Social Media In The Workplace
      115. Social Media Marketing
      116. Stress Management
      117. Supervising Others
      118. Supply Chain Management
      119. Taking Initiative
      120. Talent Management
      121. Team Building For Managers
      122. Team Building Through Chemistry
      123. Teamwork and Team Building
      124. Telephone Etiquette
      125. Telework And Telecommuting
      126. Ten Soft Skills You Need
      127. The Cloud and Business
      128. Time Management
      129. Top 10 Sales Secrets
      130. Trade Show Staff Training
      131. Train-The-Trainer
      132. Trust Building and Resilience Development
      133. Unconscious Bias
      134. Universal Safety Practices
      135. Virtual Team Building and Management
      136. Work-Life Balance
      137. Workplace Bullying
      138. Workplace Harassment
      139. Workplace Violence