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Outlook 2010 Expert

Your participants will learn how to use the advanced features of Outlook 2010. This workshop is designed to go beyond a basic understanding and to explore the more advanced features of of Outlook 2010 in a practical way. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the advanced features right on a computer.

In this workshop, we’ll cover some of the more advanced tasks in Outlook 2010, like managing automatic content and working with contact groups. You’re participants will learn how to use the Microsoft Word elements in your E-mails. This course explains some of the advanced e-mail, calendar, and task commands, as well as the Notes feature.

Objective:

  • Set Outlook options
  • View message information
  • Insert a hyperlink
  • Use Paste Special
  • Manage signatures
  • Use the Scheduling assistant
  • Cancel a Meeting or invitation
  • Change the calendar color
  • Display or hide calendars
  • Modify a Business card
  • Work with tasks and assignments
Introduction : Getting Started

Welcome to the Outlook 2010 Expert workshop. Outlook includes some powerful communication tools. This workshop will help you get not only your Inbox in shape, but your contacts, tasks, calendars, notes and journal as well. Prepare yourself to put your communication tools into high gear!

Module 1 : Working with the Outlook Environment

We’ll start our Expert-level Outlook journey by learning about some of the options for customizing the outlook environment. You’ll learn about all of the Outlook Options dialog box tabs, as well as how to view message information. You’ll also learn how to use the People Pane. Finally, we’ll look at using the List View.

Module 2 : Printing

While you may be used to using Outlook only on your computer, there are a wide range of printing options. This module looks at how to print attachments, calendars, as well as multiple messages, multiple contact records, multiple notes at one time and multiple tasks from your to do list at one time.

Module 3 : Working with Quick Steps

Quick steps allow you to accomplish in one click common tasks with multiple steps. In this module, you’ll learn how to create and perform a quick step. You’ll also learn how to edit, duplicate, or delete a quick step. Finally, you’ll learn how to reset a quick step to its default settings.

Module 4 : Working with Messages

This module will help you organize your messages and attachments. First, we’ll look at how to attach an Outlook item to a message. You’ll also learn how to insert a hyperlink into a message, both to a web page and a bookmark location in the actual message. Next, we’ll look at how to save message attachments, both as a single attachment (which gives you more control) and saving a group of attachments at one time. Finally, you’ll learn how to create and use Outlook Data files to help organize your messages into separate projects or archives, which can help with file sizes.

Module 5 : Manipulating Message Properties and Options

This module will show you some great ways to control your messages. You’ll learn about the BCC field, which allows you to send a copy of a message to a recipient without the other recipients being able to see or reply to that email account. You’ll learn about specifying sending accounts and sent items folders. This module also explains how to set delivery options and permissions. Finally, we’ll take a closer look at the Message Properties dialog box.

Module 6 : Formatting Messages

If you want your messages to attract attention, you can use formatting. This module introduces you to using styles and themes in Outlook. You’ll also learn how to use the Paste Special command. Finally, we’ll look at formatting graphics, so that you can give your pictures a special look.

Module 7 : Managing Automatic Content

Outlook includes several ways to automatically manage different tasks. This module explains how to control your signatures. You can have a different signature for different email accounts, as well as different signatures for both new messages and replies/forwards. You’ll also learn how to manage stationery, where you can control the fonts of your new messages and your replies and forwards. Finally, we’ll discuss how to set automatic reply and forward options to control how Outlook responds when you hit the reply or forward button for a message.

Module 8 : Working with the Calendar, Appointments, and Meetings

This module helps you learn more techniques for working with your Outlook calendar. You’ll learn how to print the details for a single appointment. You’ll also learn how to forward an appointment. The Scheduling Assistant can help you find a good time when inviting multiple people to a meeting. You’ll learn about it in this module, as well as how to cancel a meeting invitation and proposing a new time for a meeting. Next, we’ll change the calendar color and learn how to create and display or hide a calendar.

Module 9 : Working with Contacts and Contact Groups

Outlook has some great tools for working with contacts and contact groups. This module will show you how to customize a contact’s business card, which can really provide impact if you are including it in messages or sharing it in other ways. We’ll also learn how to forward a contact. Then, we’ll get into contact groups. You’ll learn how to create a contact group and manage its members, as well as how to send an email or meeting invitation to the group, how to forward the contact group, and how to view its properties.

Module 10 : Working with Tasks and the Journal

In this module, we’ll take a closer look at tasks and the journal in Outlook 2010. First, we’ll look at task details, where you can track several pieces of information related to a task. You’ll also learn how to send a status report. You can move or copy a task to another folder to help with organizing your tasks. When someone assigns you a task, you can accept or decline it. This module explains how to save the current task view to use in other folders or just to apply later. Finally, we’ll cover two items related to the journal – how to automatically record entries and files, and how to edit a journal entry.

Conclusion : Wrapping Up

Although this workshop is coming to a close, we hope that your journey to improve your Outlook skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels!