Optimizing Workflows in Outlook 365

Outlook Microsoft 365    |    Intermediate
  • 12 videos | 42m 59s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
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Outlook features a variety of different ways of improving the way you work. Discover how to dictate messages, convert email conversations into meeting invitations, and use the rules to automate actions and save you time. You will also learn how to use Quick Steps, and delegation tools to manage your mailbox.


  • Discover the key concepts covered in the outlook microsoft 365: optimizing workflows course
    Activate and use the dictate speech recognition tool to write an email
    Use the scheduling assistant to configure a meeting
    Use default quick steps to automate actions in outlook
    Create custom quick steps to automate actions in outlook
    Use rules to manage the mailbox and automate actions
  • Activate, edit and delete rules in outlook
    Use the send and receive tools to control when and how outlook sends and receives messages
    Set up delegated access to a mailbox in outlook
    Perform actions in another user's mailbox via delegated access in outlook
    Transform your messages into calendar items
    Mention people and find mentions


  • 32s
    This video outlines the key content covered in the Optimizing Workflows course, including using rules, creating Quick Steps, and delegating access to your mailbox. FREE ACCESS
  • 4m 2s
    The Dictate tool in Outlook allows you to create new email messages using your voice and Microsoft's speech recognition services. In this video, you are going to see how to activate the tool, choose your spoken language and start dictating messages. FREE ACCESS
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    3.  Using the meeting scheduling tools
    5m 11s
    The Scheduling Assistant in Outlook can be used to find meeting times that fit with everyone's schedule. In this video, you are going to see how to visualize availabilities, add resources and rooms, and even use the tool to automatically find the most convenient time for everyone. FREE ACCESS
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    4.  Using Quick Steps
    3m 37s
    Quick Steps are tools that can be used to automate actions in Outlook. You are going to discover how to use them to perform a series of actions or commands on a selected item, thereby saving time and clicks, and helping you manage your mailbox. FREE ACCESS
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    5.  Creating custom Quick Steps
    4m 52s
    As well as the default Quick Steps available in Outlook, you can also create your own custom commands to automate actions. Learn how to create new Quick Steps and customize them to meet your needs. FREE ACCESS
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    6.  Creating rules
    3m 10s
    Rules in Outlook can be used to organize and manage messages automatically. This can include moving or copying messages, applying flags and categories, and even forwarding emails to other users. FREE ACCESS
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    7.  Managing rules
    3m 24s
    Once you have a number of rules running in Outlook, you'll need to know how to manage them. Learn to deactivate rules, change the running order, edit rule settings, and even delete rules that you no longer want to use. FREE ACCESS
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    8.  Using the Send & Receive tools
    3m 53s
    Send and Receive commands are generally performed at set times in Outlook, such as when opening the client or at specific intervals. These tools can also be used to override existing rules in place, and control exactly how and when Outlook performs these basic actions. FREE ACCESS
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    9.  Delegating access to your email
    4m 7s
    If you would like to allow another user to reply to emails and manage meeting requests on your behalf, you can use the delegation tools. This video will teach you to activate delegated access and manage the delegate permissions in Outlook. FREE ACCESS
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    10.  Using delegated access
    3m 11s
    If a user has set up delegated access to their Outlook mailbox and nominated you as the delegate, you will need to know how to reply to emails and manage meeting requests. FREE ACCESS
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    11.  Creating calendar items from messages
    3m 56s
    With Outlook you can easily create calendar items from messages. In this video, you are going to see how to transform an email into a calendar appointment or meeting. FREE ACCESS
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    12.  Using mentions
    3m 4s
    In Outlook you can use mentions to get someone's attention in an email message or meeting invite. You are going to learn to identify and filter your inbox by mentions, as well as insert mentions into emails and disable the function. FREE ACCESS


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