Excel VBA & Microsoft Outlook Mastery and Automation
4.5 (85 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
871 students enrolled

Excel VBA & Microsoft Outlook Mastery and Automation

Create And Manipulate Outlook Emails, Attachments, Calendars, Tasks, and Contacts Automatically With Excel VBA
4.5 (85 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
871 students enrolled
Created by Daniel Strong
Last updated 7/2020
English
English [Auto]
Current price: $125.99 Original price: $179.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 11 hours on-demand video
  • 4 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Automate Microsoft Outlook with simple Excel macros
  • Create and manipulate emails using MailItem methods
  • Understand Outlook Namespaces (folder system)
  • Display, Save drafts or Send Emails using automation!
  • Set up CC, BCC and Distribution Groups with ease
  • Loop through Excel and automatically generate custom-tailored emails with each row's data
  • Get a quick Burner email for testing (Free)
  • Tell Outlook to send email Later (Deferred delivery)
  • Prevent Outlook warnings that Halt emails being sent
  • Seamlessly control Multiple Outlook accounts
  • Spice up messages using HTML dynamically
  • Learn most effective free HTML editors
  • Utilize large HTML files with custom data (like a mail merge)
  • Using signature the right way - including non-default signatures
  • Breeze through emails in Outlook Folders
  • Find specific items with Find method
  • Filtering Multiple results using Restrict method
  • Finding an item by its Unique Entry IDentifier
  • Take control of Advanced Filtering using DASL queries
  • Personalize emails and attachments with Excel data
  • Save time with an Outlook Template file
  • Click any cell to auto send that person an email!
  • Validate email addresses with Custom Function
  • Place an Excel Range/Table into email body (2 methods)
  • Attach pc files, single sheet, multiple sheets or even entire current workbook!
  • Save worksheet as PDF & Attach to email!
  • Generate Random filenames for attachments
  • Move or Copy items within Outlook (or on your pc)
  • Open & Gather Data from email attachments and Build Reports
  • Master Calendar items (Appointments & Meetings) and schedule like a boss!
  • Instantly understand (and have fun with) Date/Time Math
  • Discover Schedule Conflicts the easy way
  • Create, assign, modify and streamline Task Items
  • Search for Contacts using ‘FullName’ shortcut or with Loops
  • Scan Contacts lists & put specific ones into Excel
  • Build a Custom Userform that can Email or Edit the selected contact!
Course content
Expand all 88 lectures 10:50:42
+ Sending An Email!
13 lectures 47:53
olDefaultFolders enumeration List
01:14
Add Subject & Body and Popup for Review!
02:46
Save Email as Draft Instead of Sending Right Away...
01:54
Create a Quick Burner Email For Testing
01:10
Stop Outlook Warnings That Halt Emails Being Sent
02:10
Send Using Alternate Sender Name
04:22
Better Method To Send With Alternate Account (Non-Primary Account)
08:56
+ Fun Email Tricks
21 lectures 02:48:13
Sending HTML Email And Easy Customization
06:44
Customize HTML With Outlook Trick
05:47
Free HTML Editor To Make Cool Looking Email Elements
05:05
Dealing With Large HTML Body
05:12
Dealing With Large HTML (Method 2 TXT File)
07:45
Adding A Simple Signature to Email
04:39
Adding The Default Signature to Email
07:13
Using A Different Signature
08:54
Accessing Outlook Folders by Name
06:02
Looping Through Items (Emails) In A Folder
13:25
Finding Specific Item With Find Method
19:09
Filtering Multiple Results Using Restrict Method
11:31
Does Outlook Folder Exist and Adding New Folders
07:04
Finding An Item By It's Unique Entry Identifier
10:16
Setting Default Inbox Folder For Loops
05:17
Search Emails Dynamically For Past Week or Last 30 Days
09:02
Advanced Filtering Using DASL Queries - Pt 1
09:58
Advanced Filtering Using DASL Queries - Pt 2 - Special Operators
14:34
Testing It Out And Determining If Instant Search Is Enabled
04:54
Easy Way To Instantly Discover DASL Syntax For Complicated Queries
05:09
DASL Reference Materials
00:33
+ Attachments & Personalized Emails With Excel Data
18 lectures 02:56:34
Open An Email Template File
10:13
Intro To Customizing with Auto Find and Replace
07:00
Sending A Custom Email to A Specific Row On Worksheet
13:26
Creating A Clickable 'Send Email' Column
11:33
Looping Through Excel Data With Customized Emails Pt 1 (Name Filter)
12:58
Looping Through Excel Data With Customized Emails Pt 2 (Date Filter)
04:23
Getting User Input and Assigning Buttons!
14:07
Custom Function To Validate Email Addresses
08:53
Converting A Range To HTML and Placing In Email
11:59
Embedding A Range In Email Body Via Copy-Paste
06:59
Adding A Simple Attachment From File Path
03:06
Embedding An Image In Email Body
07:45
Custom Function For Random File Name
05:40
Attaching Worksheet To Email As PDF
08:50
Attaching A Single Sheet To Email
06:59
Attaching Entire Workbook To Email
02:49
Save Email Attachments To Specific Folder If It Doesn't Already Exist
18:25
Open Email Attachments And Gather Info Into Current Workbook!
21:29
+ Calendar Manipulation & Appointments
9 lectures 01:12:40
Calendar Items, Appointments and Meetings
01:08
Adding A New Appointment
07:20
Adding A New Meeting With Multiple Attendees (Recipients Method 2)
09:18
Duration Versus End Time!
03:28
DateAdd Function: Fun With Dates!
05:02
Determining Schedule Conflicts With Simple Math
04:49
Check If Proposed New Entry Has Schedule Conflicts with Restrict
19:27
Custom Reminders, Sound Files, Minutes Before Start, etc
07:56
Change Meetings With Bob To Red
14:12
+ Outlook Tasks
6 lectures 46:32
A Brief Overview of Outlook Tasks
05:05
Create A New Task
12:25
Assigning A Task To Someone
03:48
Looping Through Existing Tasks
08:11
Sending A Status Report For A TaskItem
06:05
Calculate Overdue Tasks; Auto-Email or Mark Complete Based on Task Ownership
10:58
+ Outlook Contacts
8 lectures 01:20:18
Create A New Contact
08:06
Other Contact Fields of Interest
01:14
Quickly Set Contact Object Using FullName
06:08
Check If Worksheet Contact Exists Before Adding
18:37
Iterate Through Contacts and Put Them In Excel Sheet!
13:19
Fill Userform ListBox With Outlook Contacts
13:26
Edit Contact Selection From Userform ListBox
10:25
Send Email To Selected Userform ListBox Contact!
09:03
+ Other Outlook Tricks
2 lectures 12:44
Accessing Important Hidden Collections & Putting Into ComboBoxes
09:10
Automatically Find Buried Folder Recursively - Custom Function
03:34
Requirements
  • Microsoft Excel and Microsoft Outlook 2003 and up (the newer the better, obviously, but these will work)
  • If you have some familiarity with Excel VBA, it is a plus, but if you follow along, I break every step down so anyone can conquer this subject!
  • According to Microsoft, Office for Mac is sandboxed, which restricts the apps from accessing resources access or communication across processes or outside the app container. This course specifically covers the Windows Excel and Outlook VBA Methodologies and doesn't cover Mac specific issues.
Description

The world has well over a billion Microsoft Office users, and many of them are starting to realize that you can automate your work life with VBA. They use Excel for data analysis, report generation or keeping up with complicated list and calculations, and use Outlook to keep their schedule straight - with tasks, Emails, Meetings and Contacts..

One of the least published and least utilized strategies is using the best of both worlds - the flexibility, calculations, speed & data storage of Excel and the Email, Tasks, Calendar and Contacts of Outlook. This course marries those two technologies in a simple, progressive manner that Beginners can understand and Experts will return to over and over for reference.

You’ll learn to:

  • Utilize and manipulate Outlook’s organizational structure and folder system to

  • Create dynamic emails and auto-send, defer delivery, display or save emails as a draft

  • Loop through Excel and automatically generate custom-tailored emails with each row's data

  • Get free burner emails for testing

  • Seamlessly control Multiple Outlook accounts

  • You’ll even learn to Spice up your messages using professional HTML email code, using Free HTML editors and where to find cool templates

  • We’ll guide you through multiple methods of Signature automation, including non-default signatures

  • You’ll also master looping through your emails with custom filters, including Advanced DASL queries (made simple!)

  • You’ll Personalize emails and attachments with Excel data or Auto-Open specific attachments and Grab Data into your workbook!

  • You’ll be able to convert Excel tables into HTML and embed them into your email body

In addition to Email mastery, we also show you how to:

  • Create, modify and rearrange Calendar items (like Appointments & Meetings) and schedule like a boss!

  • Instantly understand (and have fun with) Date/Time Math

  • Discover and prevent Schedule Conflicts the easy way

  • Create, assign, modify and streamline Task Items

  • Utilize outlook Contacts with your Excel program

  • We even take you through Building a Custom Userform where you’ll be able to Email or Edit any of YOUR contacts right from Excel!

  • You can easily implement these strategies in any of your Excel programs to further automate your workflow

  • Impress your boss! Go ahead, make your work take 5 minutes instead of 5 hours. (We won’t tell!)

Go ahead and Grab your copy of this Excel and Outlook VBA Mastery Course - TODAY!

From the Author, Dan Strong:

Some of the most common questions I get is “How can I automatically send emails based on Excel data?” or “How can I cycle through my emails and grab info from specific attachments?” So, I decided to create an intensive study course that shows you every aspect of Microsoft Outlook from the viewpoint of an Excel program - AKA showing you how to send out emails wayyyy beyond a simple mail merge or a ‘SendMail’ action. You’ll be able to take Outlook by the horns and implement a whole new set of tools to your toolbelt.

We’ll see you in the Forums!

Happy Coding

Dan Strong, ExcelVbaIsFun

Who this course is for:
  • This Excel course is for anyone who wants to learn Automation secrets in Excel VBA for creating, managing and updating Emails, Calendar Items, Tasks, and Contacts in Outlook. It’s for complete newbies and/or students looking for a refresher or Reference tool, to pick and choose relevant lessons for their projects. No prior programming knowledge is needed, but some Excel VBA familiarity never hurts!
  • This course doesn't cover CDO emails because it's specifically for Outlook and all it's various amazing features. We'll cover CDO in another course for a more focused look.
  • If you're using Excel or Outlook for Mac, you will find that this course won't cover all the various Mac nuances, as this course was filmed using a PC. Many students end up programming in windows and just using Mac to run the Excel wb or will virtualize Windows within Mac using programs like Parallels or Bootcamp.