Microsoft Outlook Advanced

This Microsoft Outlook Advanced course develops the skills needed to manage and organise email more efficiently. It covers advanced message formatting and mailbox organisation, arranging meetings with colleagues, maintaining contact details, creating and managing rules, working with views, assigning tasks to others, and a range of other productivity features.

Upskill with 3grow, the only training provider in Australia dedicated exclusively to Microsoft 365 training

Duration: 1 Day

Price: AU$360+GST per person

Discounts are available when registering 2 or more participants.

If you have 5 or more participants, a private course will be more cost effective.

Contact us to find out more.

‘Microsoft Outlook Advanced’ Overview

This Microsoft Outlook Advanced course develops the skills needed to manage and organise email more efficiently. It covers advanced message formatting and mailbox organisation, arranging meetings with colleagues, maintaining contact details, creating and managing rules, working with views, assigning tasks to others, and a range of other productivity features.

Course Code: OUTADV

 

‘Microsoft Outlook Advanced’ Audience

This course is intended for people who want to build on their existing Outlook knowledge by learning more advanced features, such as organising email, setting up meetings, and creating and managing task requests.

‘Microsoft Outlook Advanced’ Prerequisites

Participants should have completed our Outlook for Beginners course, or be able to demonstrate equivalent knowledge, before starting this course.

'Microsoft Outlook Advanced' Modules

Module 1: Editing Messages

This module focuses on refining and adjusting email content, so messages are clearer, more accurate, and better presented. Participants will learn how to reuse and remove content efficiently, as well as manage attachments when changes are needed before sending.

  • Copying Text Within a Message
  • Copying Text Between Messages
  • Copying From Another Source
  • Deleting Text
  • Removing an Attachment

Module 2: Organising Messages

This module explores practical ways to keep a mailbox organised and easier to manage. It covers folder management, message handling, cleanup techniques, Quick Steps, and archiving features that help users streamline day-to-day email work.

  • Creating a Message Folder
  • Moving Messages
  • Copying Messages
  • Deleting Messages
  • Recovering Deleted Messages
  • Cleaning Up Conversations
  • Working With Favourites
  • Deleting Message Folders
  • Recovering Deleted Folders
  • Emptying Deleted Items
  • Automating Common Tasks with Quick Steps
  • Customising a Default Quick Step
  • Creating a Quick Step
  • Using Quick Steps
  • Archiving Messages
  • Recovering Archived Messages

    Module 3: Searching

    This module shows participants how to find information quickly in Outlook using a range of search tools and techniques. It includes Instant Search, advanced search syntax, recent searches, and search folders for locating messages and other Outlook items more effectively.

    • Using Instant Search
    • Expanding the Search
    • Search Query Syntax
    • Using Search Query Syntax for Dates and Size
    • Using Recent Searches
    • Search Options
    • Searching Other Outlook Items
    • Using a Search Folder
    • Customising Predefined Search Folders
    • Creating a Custom Search Folder

    Module 4: Working With Views

    This module covers how to change the way Outlook information is displayed so it is easier to review and manage. Participants will work with layouts, sorting, columns, filters, and custom views to tailor Outlook to their preferences.

    • Changing the Current View
    • Arranging Messages Within a View
    • Sorting Messages Within a View
    • Working With Columns in a View
    • Formatting Columns in a View
    • Creating a Custom View
    • Adding a Filter to a Custom View
    • Deleting a Custom View

    Module 5: Colour Categories

    This module explains how colour categories can be used to visually organise and track messages. Participants will create categories, apply them to items, search by category, and remove or delete categories when they are no longer needed.

    • Creating a New Colour Category
    • Assigning a Colour Category
    • Finding Messages with Categories
    • Removing Categories from Messages
    • Deleting a Colour Category

    Module 6: Working With Rules

    This module introduces Outlook rules as a way to automate repetitive email tasks. It covers how to create, test, and manage rules by defining conditions, actions, and exceptions to improve mailbox efficiency.

    • About Rules
    • Creating a New Rule from a Template
    • Selecting the Rule Conditions
    • Selecting the Rule Actions
    • Selecting the Rule Exceptions
    • Naming and Reviewing the Rule
    • Testing the Rule
    • Managing Existing Rules

    Module 7: Email Techniques

    This module looks at a range of advanced email features that can improve communication and save time. Participants will work with themes, message drafts, voting options, and automatic responses to handle different communication scenarios more effectively.

    • Applying a Theme
    • Saving a Message Draft
    • Using a Saved Message
    • Sending a Voting Message
    • Responding to a Voting Message
    • Tracking Voting Responses
    • Sending Automatic Responses

    Module 8: Appointments and Events

    This module covers the tools used to manage appointments, recurring entries, and calendar events in Outlook. Participants will learn how to schedule, reschedule, categorise, print, and remove calendar items while keeping their schedules accurate and organised.

    • Quickly Scheduling an Appointment
    • Scheduling Using the Appointment Window
    • Rescheduling an Appointment to Another Day
    • Rescheduling an Appointment to Another Time
    • Creating Recurring Appointments
    • Changing Recurring Appointments
    • Scheduling an Event
    • Scheduling Free and Busy Times
    • Categorising Activities
    • Printing Your Calendar
    • Deleting Activities

    Module 9: Scheduling Meetings

    This module focuses on planning and managing meetings with other people in Outlook. It includes creating meeting requests, handling responses, updating attendee lists, cancelling meetings, and using the Scheduling Assistant to find suitable times.

    • Scheduling a Meeting
    • Meeting Response Options
    • Responding to Meeting Requests
    • Tracking Meeting Responses
    • Changing a Meeting
    • Adding or Removing Attendees
    • Preventing Responses
    • Cancelling a Meeting
    • The Scheduling Assistant
    • Using the Scheduling Assistant
    • Scheduling Meetings Using Calendar Groups

    Module 10: Managing Contacts

    This module explains how to build and maintain a useful contact list in Outlook. Participants will add and manage contacts, work with favourites, create contact groups, and use linked contacts to keep contact information organised and accessible.

    • Adding a Contact from an Email
    • Pinning a Contact to Favourites
    • Contacting a Contact
    • Contacting a Person from the People Peek
    • Forwarding Contacts
    • Creating a Contact Group
    • Using a Contact Group
    • Using a Partial Contact Group
    • Deleting Members from a Contact Group
    • Linking Contacts

        Module 11: Task Requests

        This module introduces task requests as a way to assign and track work through Outlook. Participants will learn how task requests are created, responded to, completed, and monitored so responsibilities can be followed up more effectively.

        • How Task Requests Work
        • Creating a Task Request
        • Responding to a Task Request
        • Completing an Assigned Task
        • Viewing Updated Task Requests
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        Certified Trainers

        All our trainers are SharePoint experts in their own right and must first be qualified to teach in our own World Education Alliance (WEA) Training Certification Program before delivering any of our courses.

        We feel that it is important that all of the trainers and instructors can take their real-world experiences into the classroom, in order to ensure that they are well equipped to respond to any queries and questions which may be put their way, as well as give accurate and relevant guidance in the most appropriate methods to leverage the technology which SharePoint and its related tools provide.

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        FREE Email Support

        We offer free post-course support with all of our courses, available via email, telephone, or our Viva Engage community.

        FREE Re-sits within 10 Months

        Once you've attended any of our public courses, you can re-sit the same course as many times as you like within the next 10 months, as long as your re-sit course has reached the minimum number of paid attendees required to go ahead.

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        Get Hands-on Experience

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        Personal Class Sizes

        Although we allow a maximum of only 10 attendees on our public courses, the average is around 5 students, therefore each participant will leave the course feeling like they received the personal attention they deserve.

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