Outlook 2003 Introduction (1 day)

 

Overview and objectives

This course will help students to use the email and scheduling application Microsoft Outlook.  Students will learn to send and receive emails and instant messages and to manage communications and contacts using Outlook.  Students will also learn to use the scheduling component to arrange appointments, meetings, and tasks.  Students will be able to customise the view to sort, group, filter, and search for items.

 

Course overview:

What is Outlook?

· Recognise the components of a Desktop Information Manager (Inbox, Calendar, Contracts, Tasks, Notes, Journal)
· Understand the use of email to send electronic messages
· Recognise the different elements of the Outlook application window

Composing Mail Messages

· Create a message
· Address a message to different recipients
· Add a file attachment to a message
· Move or copy data within a message or between messages and other types of file
· Set message priority
· Use the Spelling Checker
· Send internet email using Outlook 

Reading and Replying To Messages

· Check for new messages
· Open or preview one or more email messages
· Reply to and forward a message
· Open or save a file attachment
· Print a message
· Save a draft message
· Block spam messages 

Using Contacts and the Address Book

· Understand the Address Book and Contact List
· Create, edit, and delete a contact
· Create a group (distribution list) of email recipients
· Insert recipient email addresses using the Address Book
· Integrate contacts with other Outlook components 

Exchanging Instant Messages

· Set up Outlook to integrate with a messaging application
· Start a messaging conversation from Outlook 

Organising Items

· Sort, highlight, and search for items
· Organise items in subfolders
· Delete items and subfolders
· Save a mail message to a Windows folder 

Scheduling Appointments and Events
· View and track appointments using the Calendar
· Schedule an appointment or event
· Set and manage reminders for appointments
· Modify or delete an appointment
· Identify conflicting appointments
· Schedule appointment time as Free, Busy, or Out of Office 

Assigning and Tracking Tasks

· Add, delete, or modify a task item
· Track progress on a task
· Assign a task
· Accept or decline a task request 

Making Notes

· Write and edit a note
· Change the appearance of a note
· Delete a note 

Planning a Meeting

· Plan a meeting and invite attendees
· Add or remove meeting attendees
· Reschedule or cancel a meeting
· Accept or decline a meeting request
· Propose a new time for a meeting
· Schedule the use of a resource for a meeting 

Printing Items

· Define a print style for a particular item
· Print a mail message
· Preview and print from the Calendar
· Print an appointment, task, or contact item

 

Organising Items Using Categories and Contacts

· Use categories to link and organise items
· Edit the Master Category List
· Link items to contacts
· View contact activities

 

Working with Views

· Apply a different view
· Show, hide, and format fields
· Group items by a field
· Sort and filter items
· Apply automatic formatting to items
· Create and save a view
· Use Advanced Find to locate an item
· Create and use search folders 

Outlook 2003 Advanced (1 day)

 

Overview and objectives

This one-day course is designed to help you to make full use of the communications and scheduling application Outlook.  You will learn to configure Outlook mail accounts and data storage options and use advanced features to share and publish data.  You will also learn to use the online conferencing tool NetMeeting and the Newsreader program.

 

Target audience

Those wanting to learn to use advanced features of Microsoft Outlook, especially to set up mobile or remote access and to use data sharing and online conferencing features.

 

Course prerequisites

You should be able to use basic functions of Outlook to create messages, contacts, appointments, and meeting requests and to customise views.  Use of a web browser and basic knowledge of other Office applications, such as Word, will be an advantage.

 

Course overview:

Email Accounts

· Configure an internet or Exchange email account
· Configure address books and directory services
· Use a webmail (HTTP) email account
· Configure delegate access permissions
· Open another user's folders or mailbox 

Data Files

· Manage an Outlook data file
· Archive and restore data
· Open and close data folders and import items 

Mobile and Remote Access

· Configure dial-up settings
· Understand the options for mobile access and synchronisation
· Configure Cached Exchange Mode
· Set up an offline folder
· Create a Send/Receive Group
· Control synchronisation settings
· Use Remote Mail to download mail headers only
 
Managing Messages

· Find related messages
· Track delivered and read mail
· Use the mail Rules Wizard
· Use the Out of Office Assistant
· Use a variety of message formats
· Create a message template (stationery) 

Sharing Files and Information

· Create a new Office file from Outlook
· Open and view a public folder
· Post and reply to a message in a public folder
· Send a file to a public folder
· Create and publish customised forms
· Export data to different file formats
· Save, send, and receive contact details as a vCard
· Use contact information with Office applications (mail merge) 

Working with the Calendar

· Publish a personal calendar on a web page
· Create recurring appointments and events 

The Journal

· Understand how to use the Journal
· Record an activity in the Journal
· View a timeline of activities
· Add entries to the Journal automatically 

Customising Folders

· Set Outlook Today as your default opening view
· Customise Outlook Today
· Browse the web from Outlook
· Customise the Navigation Pane 

Online Conferencing

· Understand the options available for online meetings
· Schedule an online NetMeeting
· Send an iCalendar meeting request and use the Office Free/Busy Calendar Service
· Start or join an online meeting
· Use NetMeeting communication tools

 

Using the Newsreader

· Access the Newsreader and download a list of newsgroups
· Subscribe to a newsgroup
· Download articles from a newsgroup
· Post an article and reply to posts