Capital Business Machines Outlook 2010 Level 3-Advanced

Outlook Level 3-Advanced

Outlook Advanced builds on the skills and concepts taught in Outlook 2010: Intermediate and Basic. Students will learn how to stay current with colleagues via the Outlook Social Connector. They will learn advanced techniques for managing archiving, and maintaining their mailboxes. Students will create and work with notes and Journal entries, share Outlook calendars and contacts, delegate folders, create customized e-mail templates, and use mail merge to send personalized messages to groups of contacts.

Course Length

1 day

Prerequisites

Basic Windows, Outlook Intermediate or equivalent skills

Topics

Unit 1 : Collaboration

Topic A: Connecting with colleagues via Outlook Social Connectors

A-1: Examining the available OSCs

A-2: Creating your SharePoint profile

A-3: Connecting Outlook to your SharePoint profile

A-4: Using the People Pane to connect to a colleague

A-5: Monitoring your colleague’s status

A-6: Viewing My Site contacts

Topic B: Staying informed with RSS

B-1: Subscribing to RSS feeds

B-2: Reading a story and updating a feed

B-3: Changing and removing RSS feeds

Unit 2 : Mailbox management

Topic A: Managing your mailbox

A-1: Importing messages so you have data to manage

A-2: Deleting messages and attachments

A-3: Deleting the contents of automatic folders

A-4: Cleaning up duplicate messages

A-5: Compacting your mailbox

Topic B: Archiving your mail

B-1: Archiving mail messages to a local file

B-2: Opening an archive file

B-3: Archiving mail messages to a file automatically

B-4: Archiving to the archive mailbox

Unit 3 : The Notes and Journal folders

Topic A: Recording information with notes

A-1: Creating and modifying notes

A-2: Forwarding notes

A-3: Customizing notes

A-4: Assigning a contact to a note

Topic B: Tracking activities with the Journal

B-1: Configuring the Journal to record entries automatically

B-2: Creating activity that will be recorded in the Journal

B-3: Viewing Journal entries

B-4: Creating a Journal entry manually

B-5: Opening a Journal entry and the item it refers to

B-6: Noting work performed with a Journal entry

Unit 4 : Calendars and contacts

Topic A: Managing your calendar

A-1: Adding an appointment to your calendar

A-2: Sharing calendars

A-3: Permitting another user to manage your calendar

A-4: Delegating access to your calendar

A-5: Removing a delegate

A-6: Accessing your SharePoint calendar in Outlook

Topic B: Managing contacts

B-1: Sharing contacts and Contacts folders

B-2: Exporting contacts

B-3: Creating a SharePoint contact list

B-4: Connecting your SharePoint contact list to Outlook

Unit 5 : Mail merges and templates

Topic A: Performing mail merges

A-1: Importing contacts to use in a mail merge

A-2: Creating a mail merge

A-3: Inserting a merge field

A-4: Sending the merged message

Topic B: Working with templates

B-1: Creating an e-mail template

B-2: Showing the Developer tab

B-3: Sending a message based on a template

B-4: Adding a field code to your template