Outlook Essential Training (Microsoft 365)

Course details

Discover how to set up and manage email, calendars, and contacts in the Microsoft 365 version of Microsoft Outlook. Jess Stratton starts this beginner-level course with a tour of the Outlook interface and then covers all the tools and features you need to work as a team, track assignments, collaborate effectively, and enhance productivity. Learn to leverage Copilot's AI capabilities to summarize emails, generate responses, and receive coaching assistance—alongside Outlook's latest accessibility features, automation tools, and advanced options such as Quick Steps and mail rules to streamline everyday workflows. By the end of this course, you’ll have the know-how and skills you need to tame your inbox and make the world’s most widely used email and calendaring app work for you.

Learning objectives
Identify key features of Outlook’s interface, including navigation options, folders, and customization tools.
Explain how to manage and organize emails, contacts, and calendars in Outlook to improve daily productivity.
Demonstrate how to create, reply to, and organize emails, as well as configure Quick Steps and mail rules to streamline workflows.
Compare different Outlook versions and interface customization options to optimize setup for individual work needs.
Navigate the Copilot interface within Outlook, utilize its email summarization and generation capabilities, and implement Copilot's coaching assistance features to enhance your productivity workflow.
Assess Outlook’s collaborative tools, such as shared calendars and meeting invitations, to improve team productivity and communication.

Concepts

0. Introduction

01 - Stay organized and collaborate effectively with Outlook

1. Get Started and Connect Accounts in Outlook

02 - Navigate the Outlook interface
03 - Add and remove accounts in Outlook

2. Read Mail in Outlook

04 - Read mail and use the Focused Inbox
05 - Customize the Outlook inbox
06 - Customize the Outlook Ribbon
07 - Save attachments from a message
08 - Use Search and Advanced Find in Outlook
09 - Ignore conversations and flag mail as junk

3. Organize Mail in Outlook

10 - Flag, snooze, and pin messages
11 - Organize mail into folders and favorites
12 - Use Quick Steps to process messages
13 - Process messages with mail rules
14 - Delete, restore, archive, and sweep mail

4. Create and Send Mail in Outlook

15 - Create and format a new message
16 - Reply, forward, and share message to Teams
17 - Highlight text for faster actions in Outlook
18 - Create and use an email signature
19 - Turn on automatic replies in Outlook

5. Work with Contacts in Outlook

20 - Create new contacts in Outlook
21 - Create contact lists in Outlook

6. Use the Outlook Accessibility Features

22 - Features for Outlook users with disabilities
23 - Create accessible content in Outlook

7. Work with the Outlook Calendar

24 - Change the look of the Outlook calendar
25 - Create an appointment and an all-day event
26 - Use categories to visually organize Outlook
27 - Create, open, and share calendars

8. Meeting Management with Outlook

28 - Create a meeting in Outlook
29 - Chair a meeting in Outlook
30 - Respond to a meeting invitation

9. Work with To Do, Settings, and My Day

31 - Create and assign To Dos in Outlook
32 - Set general Outlook options
33 - Use My Day and notifications

10. Leveraging Copilot in Outlook

34 - Summarize emails and generate replies with Copilot
35 - Get coaching assistance and generate emails with Copilot

Conclusion

36 - Microsoft 365 is much more than Outlook