Microsoft Outlook Advanced Training Course Outline

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Microsoft Outlook Training CourseThis one-day course builds on the skills and concepts taught in Outlook: Basic. Students will learn advanced techniques for managing stored e-mail messages.

Students will create and work with notes and Journal entries, schedule and manage meetings, share Outlook content, and customise templates and forms. For comprehensive certification training, students should complete Outlook: Basic and Advanced.

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Course objectives

After completing this course, students will know how to:

  1. Customise the Outlook environment; set general Outlook options; create and use Quick Steps to automate commonly used actions; and create Folder pane shortcuts and customize the Navigation bar.
  2. Customise messages by applying themes, stationery, fonts, and email options; create and use signatures and use an electronic business card as a signature; use voting buttons in messages; and use Automatic Replies to set up out-of-office notices.
  3. Use the Rules Wizard to set message rules; manage the mailbox by deleting old and unneeded messages and the contents of automatic folders; compact the mailbox; and archive messages to local files and the archive mailbox.
  4. Create a folder to organize a mailbox; Use Instant Search and advanced searches to search your Inbox, all mail folders, Contacts, Calendar, and Tasks; use filters to find messages that meet certain criteria; and create and use categories to group messages, contacts, appointments, meetings, and tasks.
  5. Create notes to save ideas and information for later reference; forward and print notes; and create and edit journal entries.
  6. Share and delegate access to their calendar; share and export contacts with others; subscribe to RSS news feeds; and read articles within a feed.

Course contents

Customising Outlook
Topic A: The Outlook environment
Topic B: General options and account settings
Topic C: Quick Steps
Topic D: The Folder pane and Navigation bar
Customising messages
Topic A: Message appearance
Topic B: Signatures
Topic C: Voting buttons
Topic D: Out-of-office messages
Mailbox organisation and management
Topic A: Setting rules
Topic B: Managing your mailbox
Topic C: Archiving and saving your mail
Organising items
Topic A: Folders
Topic B: Searching
Topic C: Advanced filtering
Topic D: Categories
Topic A: Adding Teams to Outlook
Topic B: Scheduling Meetings
Topic A: Sharing your calendar and contacts
Topic B: Staying informed with RSS

Topics covered will vary slightly depending upon the version you are using, e.g. 2010, 2013, 2016, 2019 or 365.


Before taking this course, you should be familiar with personal computers and the use of a keyboard and a mouse. Furthermore, this course assumes that you've completed the following courses or have equivalent experience: Outlook: Basic

Target Audience

The target student for this course should know the basics of using Microsoft Outlook. You will get the most out of this course if your goal is to learn advanced techniques for managing the mailbox, create and work with notes and Journal entries, schedule and manage meetings, share Outlook content, and customize templates and forms.

Certification Track

For comprehensive training, you should complete all of the following courses: Outlook: Basic and Outlook: Advanced.