Training course

Outlook Essentials

Many of us use Outlook every day but that doesn't mean you're getting the most out of it. As the versions progress new features are introduced and there are also some hidden features too that you wouldn't stumble across unless you went looking for them. This course will help you work better, faster and more efficiently ensuring you get the most out of Microsoft Outlook.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Prerequisites

  • Basic experience of Outlook, including the ability to send, receive and forward messages with attachments.

Included

  • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises
  • Telephone and Email Support

Course content Back to top

  1. Email Basics
    Send, receive, reply and forward a message
    Attach a file, open and save an attachment
    Format a message, check spelling and grammar
    Print a message
    Delete a message
    Flag a message for follow-up
    Setting message importance
  2. Advanced Emails
    Shortcut keys for sending emails
    BCC and From
    Quickly attaching files
    Setting up a signature and multiple signatures
    Quick Parts
    Delivery and Read Receipts
    Delaying an email in the Outbox
    Sharing your Calendar via email
    Flagging a message for the recipient
    Inserting a screenshot
    Conducting a vote via email
  3. Basic Inbox Management
    Searching for emails
    Making Emails read / unread
    Create, edit and delete a folder
    View items of a folder
    Move and copy items between folders
    Recover items from the deleted items folder
    Permanently delete items in the deleted items folder
    Making use of favourites
    Deleting old messages
  4. Advanced Inbox Management
    Archiving and Auto Archiving
    Restoring messages from an archive file
    Changing the message format
    Specifying criteria to sort, find and filter messages
    Applying and removing filters to messages
    Sorting and grouping messages
    Search Folders
    Custom Search Folders
    Quick Steps
    Custom Quick Steps
    Categories
    Categories to organise mail
    Rules
    Rules to automatically move emails based on any criteria
    Setting the Out of Office
  5. Working with Contacts
    Add, edit and delete a contact
    Sort and find contacts
    Manage contacts
    Distribution lists
    Linking your contacts
    Sharing contacts
    Making personal contacts private
    Contact Groups
    People Pane
  6. Calendar Basics
    Explore the Outlook Calendar
    Respond to a meeting request
    Difference between Accept, Reject, Tentative
    View upcoming
    Schedule an appointment
    Edit appointments
    Arrange a meeting with other people
    Reply to a meeting request
    Propose a new meeting time
    Printing the calendar
  7. Advanced Calendar Management
    Five ways to reschedule appointments and meetings
    Entering appointment details
    Recurring appointments
    Cloning appointments
    Changing the time scale
    Sharing Calendars
    Multiple Calendars
    Reserving calendar time for tasks
    Finding an appointment quickly
    Using the Calendar with shortcut keys
    Displaying a custom range with the Date Navigator
  8. Basic Tasks and Notes
    Creating a Task
    Edit, update and delete a Task
    Sending Notes and Tasks via email
    Create a Note
    Edit and update a Note
    Display a Note on the desktop
  9. Advanced Tasks
    Delegating Tasks
    Tracking Tasks
    Accepting or rejecting Tasks
    Send status reports
    Changing task due dates and start dates
    Customising your Tasks folder
    Setting Task reminders
  10. Customising Outlook
    Customising the Reading Pane and To-Do bar
    Customising the Quick Access Toolbar
    Changing the display to small icons
  11. ADDITIONAL MODULES - PRIVATE COURSES
    Templates and forms
    Using mail templates
    Creating a template
    Opening a form in the design mode
    Adding fields to a form
    Saving the form as a template
    Sending the form as an attachment to collect data
    Using a mail template to send a message
    Customising forms
    Integrating Outlook
    Integrating Outlook components
    Integrating the calendar with contacts
    Creating tasks for a contact
    Importing and exporting data
    Importing Excel data into the contacts folder
    Exporting Outlook data to an Access database file
    Integrating mail contacts
    Using folders to share information
    Creating a public folder
    Adding users to a public folder
    Posting information in a public folder
    Granting another user permissions to view your Inbox
    Delegating access to folders
    Sending calendar information in an email message
    Opening a shared Inbox
    Removing shared permissions
    Sending an email message to a public folder

Training a team?

Run this course privately, on your dates

  • Public Scheduled Fixed course content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!
  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Bespoke Bespoke private training can be based on an existing course or a number of lessons taken from several courses, we can also write bespoke courses for you based on your in-house systems or development program.
  • Virtual These courses can be attended from anywhere.

What delegates say Back to top

“I’m very pleased I went on this course I have learnt a lot and I’m sure I will be more efficient in my role as a result. The tips I learnt will save me a lot of time at work.”
D.S., Joseph Rowntree Foundation

Following this training what are you going to do differently

“Use Outlook more effectively”
B., Lhp

Following this training what are you going to do differently

“Use my calendar alot more for work and personal use.”
J.L., Lhp

Following this training what are you going to do differently

“Everything, especially the to do list”
S.O., Essity
“Very good”
A.W., Watmos, Microsoft Forms Essentials in Office 365 SharePoint and Power Automate
“Excellent, very enjoyable. Well Presented”
G.T., Houghton International, Word Essentials
“Very informative”
M.L., Van Leeuwen, Negotiating and Influencing Skills How to Influence and Negotiate Assertively

Which part of the course did you find particularly valuable

“How it was very interactive, using the software rather than just watching the trainer is much more useful”
H.S., Durham County Council, Microsoft Power BI Desktop

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Please contact us to discuss your Outlook Essentials course, we have many solutions available to ensure you receive the best training possible.

Your Outlook course can be delivered online or in-person. You can choose your learning path and delivery style. Learn in-person or online with our virtual classrooms. Your course can be delivered online, at your office or at one of our training venues, it's your choice. Small course sizes. Course materials included. Flexible Outlook Essentials course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. You can master Outlook, please contact us to book a place or get a quote for your Outlook Essentials course.

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IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 10:51:54 PM