Get more out of Outlook than just emails and appointments. In this advanced training, you will learn how to use Outlook as a productivity and organizational tool. Automate recurring tasks, collaborate more efficiently through shared calendars, use rules and search folders to keep your mailbox under control, and discover powerful integrations with other Microsoft 365 apps. Perfect for those who work with Outlook daily and are looking for more clarity, structure, and time savings.

Duration

1 day.

Course outline

Advanced Email Management

• Using Quick Steps and rules for automation
• Conditional formatting of emails
• Archiving and search folders
• Managing email with multiple accounts or shared mailboxes

Efficient Calendar Planning

• Managing group calendars and shared calendars
• Automatically scheduling appointments with the Scheduling Assistant
• Calendar integration with Teams or other tools

Contact and Relationship Management

• Managing contact groups in large organizations
• Connecting Outlook to CRM systems (optional)
• VCard import/export and synchronization with mobile devices

Tasks and Workflows

• Integration with Microsoft To Do and Planner
• Smart follow-up and task prioritization
• Sharing tasks within teams

Optimization and Tips

• Customizing Outlook with view settings and themes
• Keyboard shortcuts and time-saving features
• Connecting Outlook with OneNote, Teams, or other Microsoft 365 apps

Audience

This course is intended for professionals who work with Outlook daily and want to deepen their skills to work more efficiently, such as:

• Administrative staff
• Management assistants or personal assistants (PAs)
• Team leaders or project managers
• Employees in customer-facing or communication-intensive roles
• Anyone working with shared mailboxes, shared calendars, or complex email structures

In short:
Anyone who wants to get more out of Outlook than just sending emails or scheduling appointments.

Prerequisites

• Regular use of Outlook in a professional environment (at least several months of experience)
• Basic knowledge of:
  • Sending, replying to, and organizing emails
  • Creating appointments and meetings in the calendar
  • Managing contacts
  • Creating and following up on simple tasks

Not required: technical knowledge or experience with other Microsoft 365 tools — although this is an advantage.