Phone: (303) 682-1460
Send E-Mail to: theofficewiz@prodigy.net

Training/Software Services
Office Administration and Organization
Legal Secretarial Services
Desktop Publishing
Policies/Fees
Client Testimonials
Home
Click here to see the qualifications of
The Office Wiz

  COURSE DESCRIPTION FOR
MICROSOFT OUTLOOK - LEVEL 2

This class description basically covers all versions of Outlook.
To request the class description and system requirements for your version of Outlook, send e-mail to the Office Wiz

Master Microsoft's personal information manager. Explore all the advanced features of Outlook, including templates, folders, customization and recording entries in the Journal. The class is instructor-led with lots of hands-on activities. Topics include:

  • Managing and arranging items by sorting, filtering and using the Advanced Find feature; by displaying custom views; and by creating custom forms.
  • Customizing the Outlook environment by creating custom toolbars and menu items to add to the Outlook Bar.
  • Communicating with contacts by sending faxes, share contacts with other users, automatically record items associated with contacts in the Journal and organize contacts and notes.
  • Creating and using templates and forms.
  • Integrating with Office applications by importing and exporting Office documents, creating an Office document in Outlook and sending an Outlook message from Office applications.
  • Sharing information with other Outlook users via public folders and Net Folders and granting other Outlook users permission to folders.
  • Internet and remote mail features by accessing Internet Explorer from Outlook, creating Outlook items in Internet Explorer, creating messages in HTML format, adding hyperlinks and discussing Microsoft NetMeeting, the Outlook Newsreader and remote mail options.

LENGTH

Approximately eight hours. Recommend two four hour sessions.

PREREQUISITES

Outlook - Level 1 or equivalent knowledge. You also need a good understanding of basic Microsoft Windows, file management and personal computers. You should also be familiar with the Internet.

SPECIFIC CLASS CONTENT

Lesson 1: Arranging messages and using forms
Sorting, finding, and filtering messages
Setting rules in a folder by using the Rules Wizard
Working with views

Lesson 2: Customizing the Outlook environment
Customizing the Outlook Bar
Customizing menus and toolbars

Lesson 3: Working with contacts, the Journal, and notes
Sharing contact information
Contact activity tracking
Overview of the Outlook Journal
Using the Notes feature

Lesson 4: Using templates and forms
Using templates and forms
Creating custom forms

Lesson 5: Integrating Outlook components and Office applications
Integrating Outlook components
Importing and exporting data from Office applications
Integrating Office documents and Outlook

Lesson 6: Sharing information by using folders
Overview of public folders
Overview of Net Folders
Working with permissions

Lesson 7: Internet options
Internet Explorer integration
Folder home pages
Creating a message in HTML mail format and inserting a hyperlink
Communicating on the Internet with NetMeeting

NECESSARY SOFTWARE AND HARDWARE

  • A 486/66-compatible PC that meets minimum hardware requirements for Windows 95 or later or Windows NT 4.0 or later. A Pentium 90 MHz processor with 32 MB RAM or better is recommended.
  • Windows 95, 98 or Windows NT 4.0 with Service Pack 3 (or higher) installed with Windows Messaging, Microsoft Fax and Quick View turned on along with an Exchange 5.0 server. See your reference manual for specific hardware considerations.
  • A minimum of 500 megabytes (MB) of hard drive space. (For Windows NT only, at least 4 MB of available space in the registry is necessary.)
  • A local CD-ROM drive or access to a network CD-ROM drive.
  • A VGA or higher resolution video card and monitor.
  • A floppy drive.
  • MS Office 2000.
  • A Windows 95 compatible network.
  • Network interface card and network cable or other medium.
  • Microsoft mouse or compatible pointing device.
  • A printer (optional).

OTHER OUTLOOK CLASSES

  • Outlook in The Law Office. Customized training covering all the Outlook features that can streamline your practice.
  • Mini Power Sessions
    --Integrate Your Palm Pilot With Outlook
    --Manage Your Time Effectively With Outlook


page updated January 2006