Microsoft Outlook

Microsoft Outlook training is delivered multiple ways. Choose the style that’s right for you.

1) Our on-demand video tutorials are available at our E-Learning Center. They will be offered in a variety of methods: via download and via online access, for both single users and for Intranet/Unlimited users.

2) Remote one-on-one training, support, and free-style brainstorming. The hourly rate is $55.

The hour INDIVIDUAL plan / paid in advance of session

Price: $55.00

Qty:

Buy as many hours as you need by changing the quantity

3) Remote Group training, support, and free-style brainstorming for up to 15 people. Our hourly rate is $150.

One hour GROUP plan / paid in advance of session

Price: $150.00

Qty:

Buy as many hours as you need by changing the quantity

Microsoft Outlook training comes in two levels. These outlines can be customized to fit the needs of you and/or your organization:

1. Outlook Essentials

2. Outlook for Business Productivity

Outlook Essentials course -

Getting Started

Starting Outlook
What is Outlook and what is the PST file?
The various windows in Outlook
The Advanced Toolbar
All about Archiving
Using Drag and Drop to create Outlook items
About Folder Home Pages
Working with Folders
Don’t forget to use the Help menu
The Navigation Pane
Utilizing Outlook Today
Working with Outlook Profiles
The New Ribbon interface
Check your Outlook version
Take advantage of the Views in Outlook

Plus these from the What’s New set

RSS
Reminders
Trust Center
No Ribbon
Minimize the Navigation Pane

Calendar

The Calendar Windows
Create a new Appointment
Create an Event
The life-cycle of an Appointment
Setting Calendar Options
Tasks in your Calendar
Change an Event into a Meeting
Working with Date Fields
Associate Contacts to their Appointments
Custom View Settings
Setting Recurring Calendar items
Working with the Date Navigator
Calendar Views
Options for Printing your Calendar

Including the What’s New module:

The Calendar Snapshot
CalSub
Calendar Overlay Mode
Tasks in the Calendar

Contacts

Create a new Contact
Contact settings in Tools>Options
The Ribbon in Contacts
Insert data into the Notes field
Assign keywords by using Categories
Distribution Lists
The Contact Views
Using the Quick Access Toolbar to add Journal entries
Printing options for your contact items
How Outlook handles duplicates when creating new contacts
Create a new Contact from your email

Email

Sending a new Email
Format your email
Using the Address Books
The proofing features – check your spelling and grammar
What the Autocomplete feature is all about
Automatically sign your emails
Email settings
Combat Junk Email
Working with the Reading Pane
Deleting your email
Delete Email2
Working with Attachments
How to Auto-Arrange your email
Using E-mail Stationary
Quickly set up an E-mail rule
Security features
Rich Text E-mail vs HTML E-mail
The different Mail Account types
Import Outlook Express data
Difference between listing your unread mail and Listing your total mail

Plus these from the What’s New module:

Attachment Preview
Business Cards
Color Categories
Email Flags
Search
ToDoBar
QuickParts
SmartArt
Word Editor

Tasks

Create a new Task
Setting options for your Tasks
The new Ribbon in Tasks
Utilizing the Views in your Tasks
Setting Recurring Tasks
How Tasks integrate with your Calendar
Assign Tasks to others

Organize

Organize tip: Attaching Files to Outlook items
Organize tip: The power of Categories
Organize tip: Easily find contacts
Organize tip: Utilizing the Search folders

Collaborating using Outlook 2007 and Exchange 2003

The Out-of-Office Assistant
Sharing your information with your co-workers
Assigning Delegates to handle your Outlook information
The Global Address List
Working with Group Schedules
Viewing Other User’s Folders
Recall an E-mail message
How to Book a Resource
Delegate Tasks to others
Poll your co-working using Voting Buttons
Working with Public Folders

Notes

Create a Note
Organize your Notes

Outlook 2007 Business Productivity course – approx. 6 hours total

You already know the basics. You have been working in Outlook for a while now, but you have heard that Outlook can do a lot. This course is what you have been waiting for. Learn and explore the best features in Outlook 2007 for increased productivity for your business. Dig in and discover techniques and concepts to maximize how you are using Outlook in your day-to-day work.

This course will be conducted in a live web session using a real Outlook profile. You will be able to use either your telephone (a toll call) or headset/speakers/microphone. You can be on a Mac or a PC to participate.

Perfect for any business person or entrepreneur that has been using Outlook (any version) for at least 6 months.

SESSION ONE – 2 hours

New Features of Outlook 2007
Ribbon
To Do Bar
RSS
Color Categories
Instant Search
Attachment Preview
Email Flags
Tasks in the Calendar
Calendar Sharing
Calendar Snapshot via Email
Calendar Overlay
QuickParts
SmartArt

General Outlook
Advanced toolbar
Drag and drop

SESSION TWO – 2 hours

Inbox
Auto-sign your email messages with your Electronic Business Card
Create and Use Personal Distribution List
Search Folders
Recalling & Resending
Toolbars
Customizing Toolbars
Creating a New Toolbar Button
Calendar
Events, Appointments, and Meetings
Insert files / outlook items
Send meeting requests to others
Month View – Details: Low, Medium, High
Tasks
Insert files / outlook items
Assigning Categories to Tasks
Using Tasks to track projects
Assign Tasks to others
Explore Task views
Archiving Outlook Data
Using AutoArchiving
Retrieving Archived Items

Organizing your E-mail with the Rules Wizard

The Rules Wizard helps you manage your e-mail messages by using rules to automatically perform actions on messages. After you create a rule, Microsoft Outlook applies the rule when messages arrive in your Inbox or when you send a message.

SESSION THREE – 2 hours

Contacts
Exploring the Current View dropdown
Assigning Categories to Contacts
Identify contacts with a category for group email or mail merge
Send a contact as a vCard / Receiving vCards
Cross-Reference with another Contact
Importing Contacts
Flag a Contact for Follow up
Insert files / outlook items
View a Map to a Contact’s Location
Create custom views and filters
Working with Contacts via Action menu/Communication Group on the Ribbon
Why using the Journal in Contacts is key for tracking communications
Tracking Activities from within Contacts

Customizing Views to build reports (copy/paste to excel)

Mail Merge Outlook Contacts with Word

You can use Microsoft Outlook contacts as the data source to create a variety of merged documents in Microsoft Word, and you can begin your mail merge from Outlook. You can create form letters, print mailing labels, or print addresses on envelopes. You can also send bulk e-mail messages or faxes to your contacts.

DISCLAIMER:

Not for technical or configuration issues, but for user “How do I do this in Outlook or SharePoint” type of questions. If you are having trouble connecting to your ISP or sending/receiving email, etc., our support is probably not for you, but we’ll try to help if we can. When in doubt, simply ask.

A word about 3rd party products (including mobile devices)…Since there are literally hundreds of products that are available to enhance and connect to your Outlook, we do not claim to be able to help you if you experience problems with their interface with Outlook. Your first course of action should be to contact support for the 3rd party product.

*PLEASE NOTE: TRAINING SESSIONS REQUIRE THE PARTICIPANT TO DOWNLOAD AND INSTALL A WEB CONFERENCE COMPONENT. PURCHASE ONLY IF YOUR ENVIRONMENT DOES NOT LIMIT YOUR CAPABILITIES FOR INSTALLING. IF YOU ARE IN A NETWORK, ASK YOUR NETWORK ADMINISTRATOR.