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Upgrading to Outlook 2010

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Course description+

Our one-level Upgrading to Outlook 2010 courseware training materials package will help students who are familiar with earlier versions of Outlook upgrade to the 2010 edition.

Section One is all about getting started. To begin, the new features of the application and the interface are covered. Then, students will learn how to customize the ribbon interface and the Quick Access toolbar.

Section Two starts with Outlook’s streamlined printing tools. Then, viewing tools, conversation view, and Quick Steps are discussed.

Section Three explores mailbox management tools. To start, participants will learn how to use and customize the Favorites list and search folders. Then, the improved search tools will be covered. Finally, mailbox cleanup tools will be discussed.

Section Four discusses new and improved calendar tools. Calendar basics (including contextual tabs), the Daily Task list, calendar views (including new Schedule view), sharing and publishing a calendar, and scheduling meetings, are all covered.

Section Five wraps up the course with information on the Trust Center, new text messaging features, and the new Outlook Social Connector.

By the end of this Upgrading to Outlook 2010 training courseware package, students will be able to make the most of Microsoft Outlook 2010’s new features.

Course outline+


Recommended Classroom Setup


Section 1: Getting Started

Lesson 1.1: Getting to Know Outlook 2010

What is Microsoft Office Outlook 2010?

What\'s New in Microsoft Office Outlook 2010?

Supported Versions of Exchange Server with Outlook 2010

Skill Sharpener

Lesson 1.2: Starting Out

Opening Outlook

The Outlook Interface

About the Notification Icon

Closing Outlook


Skill Sharpener

Lesson 1.3: Interface Basics

Understanding and Using Backstage View (File Menu)

About Tabs

About Groups

About Option Buttons

Minimizing the Ribbon


Skill Sharpener

Lesson 1.4: Using the Outlook Panes

Using Outlook Today

Using the Navigation Pane

Using the Reading Pane

Using the To-Do Bar


Skill Sharpener

Lesson 1.5: Using the Quick Access Toolbar

The Default QAT Commands

Adding Commands

Removing Commands

Customizing the Toolbar


Skill Sharpener

Lesson 1.6: Customizing the Ribbon

Getting Started

Adding or Removing Tabs

Arranging Tabs and Groups

Creating New Tabs and Groups

Customizing Group Commands

Resetting All Customizations


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Working with Mail Messages

Lesson 2.1: Printing E-Mail Messages

Print Commands

Setting Print Options

Choosing a Print Preview View

Navigating Through Print Preview


Skill Sharpener

Lesson 2.2: Using Viewing Tools

Choosing a View

Arranging Messages

Grouping Messages

Sorting E-Mail

Filtering E-Mail

Using AutoPreview

Using the Attachment Previewer


Skill Sharpener

Lesson 2.3: Understanding Conversations

Expanding and Collapsing Conversations

Toggling Conversation View On or Off

Changing Conversation Settings

Cleaning up a Conversation

Ignoring a Conversation


Skill Sharpener

Lesson 2.4: Using Quick Steps

Using Quick Steps

Creating Quick Steps

Managing Quick Steps

Resetting Quick Steps


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Managing Your Mailbox

Lesson 3.1: Using the Favorites List

Adding Folders to the Favorites List

Reordering Favorite Folders

Removing a Folder from Favorites

Expanding and Collapsing the Favorites List

Showing and Hiding the Favorites List


Skill Sharpener

Lesson 3.2: Using Search Folders

Creating Default Search Folders

Creating Custom Search Folders

Using Search Folders

Modifying Search Folders


Skill Sharpener

Lesson 3.3: Searching in Outlook

Using the Search Box

About the Search Tools - Search Tab

Setting Search Options

Searching for Contacts


Skill Sharpener

Lesson 3.4: Using Mailbox Cleanup

Viewing Mailbox Size

Finding Items by Size and Date

Emptying Deleted Items

Creating an Archive


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Using New and Improved Calendar Tools

Lesson 4.1: Overview of the Calendar, Part One

Opening the Calendar

Using the Home Tab

Using the Calendar Tools Contextual Tabs

Creating Appointments

Editing Appointments


Skill Sharpener

Lesson 4.2: Overview of the Calendar, Part Two

Using the Daily Task List

Using the Daily Task List Tools - Daily Task List Tab

Using the Calendar Navigation Pane

Customizing Calendar Views

Using the View Tab in the Calendar


Skill Sharpener

Lesson 4.3: Managing Your Calendar on Exchange Server

Sharing a Calendar

Responding to a Calendar Sharing Request

Viewing Another User\'s Calendar

Using Schedule View

Using Calendar Groups


Skill Sharpener

Lesson 4.4: Publishing Your Calendar

Publishing your Calendar

Subscribing to a Calendar

Using Overlay Mode

Stopping Calendar Sharing

Saving Your Calendar


Skill Sharpener

Lesson 4.5: Scheduling Meetings with Exchange Server

Scheduling a Meeting

Using the Scheduling Assistant

Responding to a Meeting Request


Skill Sharpener

Lesson 4.6: Managing Meetings with Exchange Server

Tracking Responses

Adding and Removing Attendees

Contacting Attendees

Cancelling a Meeting


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Section 5: Advanced Topics

Lesson 5.1: Configuring SMS Accounts

Setting up a Mobile Service Account

Viewing Text Messages

Creating a Text Message

Removing the Account

Skill Sharpener

Lesson 5.2: The Trust Center, Part One

Opening the Trust Center

Identifying Trusted Publishers

Setting Privacy Options

Setting E-Mail Security Options


Skill Sharpener

Lesson 5.3: The Trust Center, Part Two

Controlling Attachment Handling

Automatic Download Settings

Macro Settings

Dealing with Programmatic Access

Managing Add-Ins


Skill Sharpener

Lesson 5.4: Using the Outlook Social Connector

Installing Connectors

Setting up the Connector in Outlook

Using the Connector

Disabling Connectors

Skill Sharpener

Section 5: Case Study

Section 5: Review Questions


What you get+

Instructor Guide

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Exercise Workbook

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Sample Files

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Powerpoint Deck

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Quick Reference Guide

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