Course Code: OU10L2

Duration: 1 Day

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Course Aims:

This course is aimed at people who want to learn how to advance their knowledge of Outlook as a personal information management tool and explore some of its built-in automation.

Course Pre-requisites:

Students who wish to attend this course should have attended the Outlook 2010 Level 1 course or possess good knowledge in the use of email and understand how to use the calendar, tasks, journal and notes folders in Outlook 2010.

Course Objectives:

On completion of this course delegates will be able to:
▪ Use advanced messaging, Calendar and Contact tools
▪ Automate Outlook using Rules
▪ Manage the mailbox
▪ Use Outlook to collaborate with colleagues
▪ Use instant and advanced search tools
▪ Customise Outlook views

Course Content:

Introduction and Objectives

Advanced Messaging Tools
▪ Requesting receipts
▪ Using Voting buttons
▪ Recalling a message
▪ Resending a message
▪ Using Themes (stationery)
▪ Working with templates

Managing and Organising the Mailbox
▪ Using Mailbox Cleanup
▪ Viewing conversations
▪ Using conditional formatting
▪ Using Colours to Organise Messages

Using Cross Component Tools
▪ Using Categories
▪ Managing Categories
▪ Using Instant Search
▪ Using Advanced Search
▪ Creating Search folders

Collaborating with others
▪ Sharing individual folders
▪ Accessing another person’s folder
▪ Sending calendar information
▪ Setting up Delegate permissions
▪ Assigning Tasks to other people

Automating Message handling
▪ Add a Rule
▪ Change the Value of a Rule
▪ Edit & delete a Rule
▪ Adding a rule to Automatic Reply

Advanced Calendar tools
▪ Customising the Time scale and zone
▪ Customising the Week display
▪ Proposing new meeting times
▪ Viewing suggested meeting times

Advanced Contacts tools
▪ Creating a Contact group (Distribution list)
▪ Creating a same company contact
▪ Using mail Merge with Outlook
▪ Monitoring activities with Contacts
▪ Using Suggested Contacts
▪ Making changes to multiple Contacts

Customising Views
▪ Adding and removing fields in a View
▪ Formatting columns
▪ Sorting Items
▪ Filtering a View
▪ Grouping Items
▪ Resetting a View
▪ Creating a Custom View

Appendix – Archiving messages
▪ Archiving messages
▪ Setting Global and Auto-archive properties

Appendix – Managing Outlook data files
▪ Importing & Exporting Data

Appendix – Working with RSS feeds
▪ Subscribe to a RSS feed
▪ Read RSS feeds
▪ Unsubscribe from a RSS feed

Appendix – Popular Outlook options
▪ Outlook Today page
▪ Mail options
▪ Calendar options
▪ Contact options
▪ Tasks options
▪ Notes and Journal options

Action planning

Review of Programme