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Excel VBA & Microsoft Outlook Mastery and Automation
Rating: 4.6 out of 5(234 ratings)
1,833 students

Excel VBA & Microsoft Outlook Mastery and Automation

Create And Manipulate Outlook Emails, Attachments, Calendars, Tasks, and Contacts Automatically With Excel VBA
Created byDaniel Strong
Last updated 9/2021
English

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

8 sections90 lectures11h 10m total length
  • Introduction and Course Download Files3:41

    Download and unzip the course resources, then follow the chapter workbooks to learn Excel VBA and Outlook automation, including automating emails, calendar items, tasks, and contacts.

  • The Outlook Application Object9:39

    Master the Outlook application object, its folder system and namespace, and how to reference the Microsoft Outlook object library for early binding.

  • CreateItem Method and Item Types4:23

    Explore the create item method in Outlook VBA, selecting item types, using late binding and numeric values, and creating a new mail item with a referenced Outlook object.

  • BONUS - Troubleshooting Horribly Slow Code2:15

    Troubleshoot horribly slow Excel VBA code by selectively disabling Outlook add-ins via File > Options > Add-ins, using Manage and Go, then re-run to boost performance.

  • Creating A New Email With CreateItem Method2:08

    Create a new email using the create item method by instantiating the Outlook application and creating a mail item, then display the email. Early and late binding are discussed later.

  • Early vs Late Binding6:28

    Learn how late binding with createObject lets VBA apps work across Outlook versions, avoiding missing libraries, and compare its flexibility to early binding's speed, intelligence, and constants.

  • Early vs Late Binding - Really Good Article0:15
  • Set Up Your Own Constants To Soften Late Binding Blow3:00

    Set up public constants that mirror the built-in Outlook constants to soften late binding, and place them in a declarations module for cross-module use, e.g., mail item equals zero.

  • Our First Batch of Constants (For Your Convenience)0:24
  • Conditional Constants To Streamline Declarations9:49

    Discover how to use conditional constants to switch between late binding and early binding in outlook VBA, enabling global, compile-time declarations that simplify macros and reduce duplicate code.

  • Outlook Namespaces and How To Access Them3:54

    Learn to access the Outlook namespace in VBA using get namespace, explore MAPI folders, and use get folder from ID to reach the default folder and others.

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.