Outlook Intermediate: Rules, Quick Steps, Search and Calendar

Each module ends with something built in the student’s own mailbox: a rule, a one-click Quick Step, a saved search, a meeting made from an email thread. Where new Outlook and classic Outlook differ, the manual shows both. After doing each task by hand, students see how Copilot does the same task.

What you will do

• Build rules, Quick Steps and cleanup tools
• Find messages with search operators and Search Folders
• Turn an email thread into a scheduled meeting
• Turn an email into a task with a due date, and track it in Microsoft To Do
• Use one category system across mail and calendar
• Send with signatures, templates, scheduled delivery and correct attachment permissions
• Tell which features exist in each Outlook client

Who it is for: Office professionals who are comfortable composing, replying and using the calendar.

What you need

• Microsoft 365 with Exchange Online. No paid Copilot license needed. Taught in new Outlook and classic Outlook for Windows side by side.
• Comfortable with basic Outlook: composing, replying and basic calendar use.
• A computer with a reliable internet connection. The online meeting link is sent after you register.

You receive: Lab Exercise Manual, a two-page quick reference, and the slides.

Length: Half day (3.5 hours). Level: Intermediate. Format: Instructor-led, hands-on.

Your instructor: Cecil Renshaw is a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) with more than 18 years of Microsoft 365 training and consulting for government agencies, corporations and small businesses. He writes his own courseware. SharePoint Business Solutions, Inc. (SBSI), sharepointmentoring.com.

Refunds: Full refund up to 7 days before the class. The class runs with at least 4 registrations. If SBSI cancels the class, you get a full refund.

Private sessions: This class can be run for your team, online or on-site. Contact cecil.renshaw@sharepointbiz.com or (217) 741-7165.