Microsoft Outlook: Intermediate / Advanced
Microsoft Outlook Training Series | Level 2
Course Details
Duration: 1 day (9 am – 4 pm)
Microsoft® Outlook® Versions (Classic Desktop): 2019 | 2021 | 365 (Windows)
Delivery Methods (Instructor-led): In-person (Live classroom) | Online in virtual classroom
Course Dates (Classic Desktop Version): June 27, 2025 (Online in virtual classroom) | View schedule 
Course Fee: $295 CAD per person + HST (Virtual classroom), $325 CAD per person + HST (Bring your own device for in-person courses) or $345 CAD per person + HST (Avantix Learning provides device for in-person courses)*
Timing: Public scheduled courses run from 9:00 am to 4:00 pm (Eastern Time).
Virtual classroom courses: Our instructor-led virtual classroom courses are delivered in a virtual classroom environment. Students will be sent a virtual classroom invitation prior to the course.
In-person classroom courses: Our instructor-led, live classroom (in-person) courses are held in downtown Toronto at 18 King Street East, Suite 1400, Toronto, Ontario, Canada. Some courses are also held at an alternate downtown Toronto location.
Custom training: This course may be delivered at your site or ours as an instructor-led or virtual classroom solution. Contact us at info@avantixlearning.ca for more information including savings for custom group training.
Prerequisite: Microsoft Outlook: Introduction or equivalent knowledge and skills.
Some public courses and / or formats and may be subject to a minimum enrollment requirement.
Course Overview
During this hands-on course, students will learn to use some of the more advanced features in Microsoft Outlook to manage email, contacts, appointments, meetings and tasks. Students will create rules to manage emails, use filtering and search strategies, set key preferences for email, work with more advanced calendar features and share information with other users. Data will also be imported and exported and Auto Archiving will be reviewed. Many areas of Outlook will be customized to the user's preferences to improve the user's experience and save time.
INCLUDED IN THIS COURSE
- Comprehensive course manual
- Keyboard shortcuts quick reference
- Sample and exercise files
- Refreshments (for classes conducted in Avantix Learning classrooms)
- Certificate of completion
- Follow-up email support
Course Topics
Customizing the Outlook Interface
- Customizing the Quick Access Toolbar
- Creating custom views
- Changing the fields and other settings in custom views
- Applying custom views
Quickly Inserting Repetitive Text and Characters in Emails
- Inserting symbols and accents using shortcuts
- Using AutoCorrect to insert repetitive text
- Changing AutoCorrect settings
- Using Quick Parts to insert repetitive text
Quickly Searching in Emails
- Searching for emails using AND, OR and NOT operators
- Using Advanced Search
- Creating search folders
- Using Advanced Options in search folders
Highlighting Emails with Conditional Formatting
- Applying conditional formatting to highlight key emails
- Editing conditional formatting rules
- Deleting conditional formatting rules
Automating Email Management using Rules
- Creating a new rule
- Using the Rules Wizard
- Using Advanced Options
- Saving rules
- Editing rules
- Deleting rules
Automating Email Management using Quick Steps
- Creating a new Quick Step
- Adding shortcuts to Quick Steps
- Editing Quick Steps
- Deleting Quick Steps
Controlling Junk Mail
- Settings for junk mail
- Specifying preferred senders
- Blocking senders
Archiving Email
- Archiving individual messages
- Archiving multiple messages
- Using AutoArchive
- Controlling AutoArchive settings
- Specifying or changing the AutoArchive folder
Working with Calendars
- Creating additional calendars
- Viewing calendars side-by-side or overlaid
- Printing options for the calendars
- Adding a second time zone
- Allowing sharing of calendars
- Setting permissions for specific access
- Opening shared calendars
- Marking an appointment as private
Importing and Exporting
- Import and export rules
- Exporting customizations
- Exporting an Outlook backup
- Exporting options
- Exporting multiple contacts
Other Automation Strategies (Time Permitting)
- Displaying the Developer tab in Microsoft applications
- Using VBA code to send an email from Excel
Our instructor-led courses are delivered in virtual classroom format or at our downtown Toronto location at 18 King Street East, Suite 1400, Toronto, Ontario, Canada (some in-person classroom courses may also be delivered at an alternate downtown Toronto location). Contact us at info@avantixlearning.ca if you'd like to arrange custom instructor-led virtual classroom or onsite training on a date that's convenient for you.
Copyright 2025 Avantix® Learning
Custom training (Onsite or Online in Virtual Classroom)
Register for a public course or contact us at info@avantixlearning.ca for more information about any of our courses or to discuss custom training options (virtual classroom or in-person in live classroom).
Related training
Microsoft Outlook: Introduction
Microsoft Excel: Intermediate / Advanced
Microsoft Word: Intermediate / Advanced
Microsoft PowerPoint: Intermediate / Advanced
Microsoft Project: Introduction
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