Outlook – Tips & Tricks
This course unlocks advanced features, shortcuts, and automations within Outlook that enhance productivity, improve email management, and streamline scheduling. Participants develop stronger inbox structure, more effective calendar practices, and smoother integration with other Microsoft applications. Mastery of these techniques helps personnel save time, stay organized, and reduce errors in fast paced financial environments that demand responsiveness and efficiency.
Learning Objectives
By the end of this course, participants will be able to:
- Organize their inbox using folders, categories, and rules to ensure critical messages are always prioritized and easy to locate.
- Apply advanced shortcuts and Quick Steps to process high volumes of email with speed and accuracy.
- Set up automated rules to categorize, respond to, and route emails in line with business workflows.
- Use advanced views and filters to gain quick insights into email traffic and outstanding actions.
- Link emails directly to calendar entries, tasks, and reminders to improve follow-up and accountability.
- Apply advanced calendar functions such as time zone management, recurring events, and meeting options to improve scheduling efficiency.
- Integrate Outlook with Excel, Word, and Teams to streamline communications across platforms.
- Conduct effective mail merges for client and internal communications using Outlook with Word and Excel.
- Utilize search and filtering tools to retrieve messages and attachments quickly during client or regulatory requests.
- Develop daily best practices for managing email and calendar activity to increase productivity and reduce stress.
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