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Microsoft 365 Outlook: Part 2


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Continue Microsoft 365 Outlook training with the second part of Velsoft’s training materials.

In Part Two, students will gain a deeper understanding of Microsoft 365 Outlook and acquire skills that will make this email management application even more useful. Along with sending and receiving emails, Outlook 365 can be used to manage other data such as calendar appointments, contacts, tasks, and more.

Among the topics covered in this course are how to: insert advanced characters and objects, search messages, manage advanced calendar and contact options, delegate access to mail folders, back up Outlook items, and configure e-mail message security settings.

About This Course

Course Prerequisites

Course Overview

Course Objectives

How to Use This Book

Lesson 1: Configuring Advanced Message Options

TOPIC A: Insert Advanced Characters and Objects







Chart Types

Quick Parts

Activity 1-1: Inserting Advanced Characters and Objects into an Outlook Item

TOPIC B: Modify Message Settings, Properties, and Options

Importance Levels

Sensitivity Levels

The From Option

The Bcc and From Fields

Saving Sent Messages to Another Folder

Re-Directing Replies

Delivery Options

Language Options

Advanced Options

Activity 1-2: Modifying Message Settings, Properties, and Options

TOPIC C: Use Automatic Replies

Automatic Replies

The Automatic Replies Dialog Box

Creating Rules

Managing Rules

Automatic Reply Rules

Activity 1-3: Using Automatic Replies


Review Questions

Lesson 2: Advanced Message Management

TOPIC A: Sort Messages

Sort Criteria

The Sort Dialog Box

Activity 2-1: Sorting Messages

TOPIC B: Filter Messages


The Filter Dialog Box

Activity 2-2: Filtering Messages

TOPIC C: Organize Messages

Conditional Formatting

Default Conditional Formatting Rules

The Rules Wizard

Activity 2-3: Organizing Your Messages

TOPIC D: Search Messages

The Search Box

The Search Tools Contextual Tab

The Advanced Find Dialog Box

Search Options

Search Folders

Activity 2-4: Searching Messages

TOPIC E: Manage Junk Mail


Junk Email Filter

The Not Junk Option

Safe Senders List

Blocked Senders List

Activity 2-5: Managing Junk Mail

TOPIC F: Manage Your Mailbox

Mailbox Size

Alternate Message Formats

About Archiving


Manually Archiving

Cleanup Tools

Activity 2-6: Managing Your Mailbox


Review Questions

Lesson 3: Advanced Calendar and Task Management

TOPIC A: Manage Advanced Calendar Options

Calendar Settings

Work Time Options

Calendar Options

Display Options

Time Zone Options

Other Calendar Settings

Activity 3-1: Managing Advanced Calendar Display Options

TOPIC B: Manage Additional Calendars

Additional Calendars

Overlay Calendars

Calendar Groups

Creating Calendar Groups

Activity 3-2: Managing Additional Calendars

TOPIC C: Manage Meeting Responses

Meeting Responses

Meeting Response Management

The Tracking Command

Activity 3-3: Manage Meeting Responses

TOPIC D: Assign and Manage Tasks

The Task Request Form

Task Reply Options

Task Details

Status Reports

Task Options

Activity 3-4: Assigning and Managing Tasks


Review Questions

Lesson 4: Advanced Contact Management

TOPIC A: Edit an Electronic Business Card

Default Electronic Business Cards

The Edit Business Card Dialog Box

Activity 4-1: Editing an Electronic Business Card

TOPIC B: Manage Advanced Contact Options

People Options

Contact Groups

Manage Contact Group Membership

Show Notes About a Contact Group

Send a Message to a Contact Group

Forward a Contact Group

Delete a Contact Group

Activity 4-2: Managing Advanced Contacts Options

TOPIC C: Forward Contacts

Contact Formats

Forward a Contact

Activity 4-3: Forward Contacts

TOPIC D: Export Contacts

The Export Option

Contact Fields

Activity 4-4: Exporting Contacts


Review Questions

Lesson 5: Sharing Workspaces with Others

TOPIC A: Delegate Access to Mail Folders


Folder Permissions

Activity 5-1: Delegating Access to Mail Folders

TOPIC B: Share Your Calendar

Share Your Calendar

Email your Calendar

Activity 5-2: Sharing Your Calendar with Another User

TOPIC C: Share Your Contacts

Share Contacts Command

View Shared Contacts

Activity 5-3: Sharing Your Contacts

TOPIC D: Using Microsoft 365 Groups

Creating a Group

Group Membership Types

Search For and Join Groups

Activity 5-4: Using Microsoft 365 Groups


Review Questions

Lesson 6: Managing Outlook Data Files and Accounts

TOPIC A: Back Up Outlook Items

Outlook Data Files

Outlook Data Files and Version Compatibility

Activity 6-1: Backing Up Outlook Items

TOPIC B: Change Data File and Account Settings

Data File Settings

Multiple Email Accounts

Activity 6-2: Changing Data File Settings


Review Questions

Lesson 7: Managing Email Security

TOPIC A: Configure Email Message Security Settings

Digital ID


Digital Signatures

Information Rights Management


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet



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