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Mastering Outlook 365 - Expert (2024)
Rating: 4.5 out of 5(15 ratings)
60 students

Mastering Outlook 365 - Expert (2024)

Learn how to use expert-level features of Microsoft’s powerful productivity tool
Created byBigger Brains
Last updated 6/2024
English

What you'll learn

  • Change options for language settings, read receipts, editor settings, and signatures
  • Customize Outlook panes and views
  • Work offline and set preferences for downloading headers and items
  • Manage RSS feeds
  • Create and use a new profile
  • Add and manage add-ins such as Viva Insights and DocuSign
  • Add Loop Components to a message
  • Create and save an email template in OFT format
  • Delegate folder access and set delegate permission levels
  • Use Advanced Find to search for words or set criteria
  • Create a search folder from default categories or a custom search folder
  • Reduce mailbox size and attachment sizes
  • Archive a message
  • Use Clean Up Conversations and Clean Up Folder to delete redundant messages
  • Assign retention policies for email folders and messages
  • Set Quick Actions options
  • Change calendar meeting and display options
  • Import and export a contact list in CSV file format and map fields
  • Share contacts, business cards, and contact folders

Course content

4 sections • 13 lectures • 1h 11m total length

  • Introduction1:39

    Master advanced Outlook 365 customization and features, from backstage options and custom views to send/receive settings, multiple profiles, templates, add-ins, shared folders, and calendar settings.

  • Customize Options5:06

    Learn to customize Outlook 365 by adjusting mail and contact options, signatures with logos and links, read receipts, and language proofing for translation and localization.

  • Customize Views7:18
  • Send/Receive Settings6:55

    Learn to switch Outlook 365 between online and offline, adjust download preferences, verify SPF/DKIM, and create send/receive groups like Project Teams, plus RSS feeds.

  • Manage Accounts5:16

    Set up and manage multiple Outlook profiles on a shared computer, switch between work and home accounts, add delegated mailboxes, and configure default accounts and sync settings.

  • Check Your Understanding

Requirements

  • Basic knowledge of Outlook 365 will be beneficial.

Description

Learn how to optimize the features of Outlook 365 to skillfully organize messages and improve communication and scheduling.


In this course, Microsoft expert Vicky Drewa will show you how to use many of the advanced features built into Outlook to help you work with multiple users and accounts. These include setting up profiles, managing multiple accounts, delegating permission levels, and viewing shared folders. By reviewing the many options and settings available for email and calendars, you will be able to customize your Outlook environment so it works best for you. You’ll also learn how to set preferences for working offline or on slow connections.


Are you looking for some time savers? Learning how to use add-ins, templates, and advanced search techniques will help you work more efficiently and effectively. Customizing flags and Quick Actions options will help you keep track of tasks based on your emails.


Wondering how to manage all your emails? Vicki will show you some great tips on cleaning up your Inbox using archiving and the Clean Up feature, as well as how to customize policies and retention settings for individual emails and folders. You also learn how to customize business cards and share contacts multiple ways.


Improve your Outlook expertise by becoming more proficient in using many of the tools and features Outlook has to offer.


Topics covered include:

  • Changing options for language settings, read receipts, editor settings, and signatures

  • Customizing Outlook panes and views

  • Managing RSS feeds

  • Adding and managing add-ins such as Viva Insights and DocuSign

  • Delegating folder access and setting delegate permission levels

  • Creating a search folder from default categories or a custom search folder

  • Reducing mailbox size and attachment sizes

  • Using Clean Up Conversations and Clean Up Folder to delete redundant messages

  • Assigning retention policies for email folders and messages

  • Changing calendar meeting and display options

  • Importing and exporting a contact list in CSV file format and map fields


Enjoy over 70 minutes of high-quality HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!

Who this course is for:

  • Users with an advanced understanding of Outlook’s email, calendar, people, and task tools, who want to manage their account using advanced features and customization options.

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