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Microsoft 365 Word: Part 2

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Course description+

This is the second part of Velsoft’s Microsoft Word 365 training. It’s recommended that course participants complete Microsoft Word 365: Part 1 or be familiar with the software’s basic features.

By the end of this course, users should be comfortable with using tools such as styles, macros, templates, mail merge, and building blocks to automate tasks. Students will also understand how to create complex documents using tables, charts, and various types of illustrations.

This course is divided into nine lessons, which each include an activity to complete, a summary of the material covered, and review questions to answer.

Each customizable course package comes complete with all the tools needed to deliver a comprehensive training session, including an instructor guide, PowerPoint slides, and more.

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Course outline+

About This Course

Course Prerequisites

Course Overview

Course Objectives

How To Use This Book

Lesson 1: Working with Tables and Charts

TOPIC A: Sort Table Data

Sorting Tables

Activity 1-1: Sorting Table Data

TOPIC B: Control Cell Layout

Cell Merging

Cell Splitting

Cell Alignment

Text Direction

Activity 1-2: Controlling Cell Layout

TOPIC C: Perform Calculations in a Table

Formulas in Word

Functions in Word


Activity 1-3: Performing Calculations in a Table

TOPIC D: Create a Chart


Chart Components

Types of Charts

Creating a Chart

The Chart Tools Tabs

Activity 1-4: Creating a Chart

TOPIC E: Modify a Chart

Chart Quick Analysis Buttons

Changing the Chart Type

Editing Chart Data

Saving a Chart as a Template

The Caption Dialog Box

Activity 1-5: Modifying a Chart


Review Questions

Lesson 2: Customizing Formats Using Styles and Themes

TOPIC A: Create and Modify Text Styles

Types of Text Styles

Applying Styles

Character Spacing

Activity 2-1: Creating Text Styles

TOPIC B: Modify Text Styles

Custom Styles

The Create New Style from Formatting Dialog Box

Style Modification Options

Assigning Keyboard Shortcuts to Styles

Activity 2-2: Modifying Text Styles

TOPIC C: Create Custom List or Table Styles

Tools for List Styles

Tools for Table Styles

Activity 2-3: Creating Custom List and Table Styles

TOPIC D: Apply Document Themes

Applying Document Themes

Changing the Style Set

Creating Custom Style Sets

Activity 2-4: Applying Document Themes

TOPIC E: Customize Document Themes

The Document Formatting Group

Creating Custom Color Schemes

Creating Custom Font Schemes

Saving Custom Themes

Activity 2-5: Customizing Document Themes


Review Questions

Lesson 3: Using Images in a Document

TOPIC A: Resize an Image

Resizing Options

Cropping Images

The Background Removal Tool

Compression Tools

Activity 3-1: Resizing an Image

TOPIC B: Adjust Image Appearance

The Adjust Group

Corrections Options

Color Options

Artistic Effects Options

Transparency Options

Applying Picture Styles

Activity 3-2: Adjusting Image Appearance

TOPIC C: Integrate Pictures and Text

Text Wrapping Styles

Configuring Wrap Points

Picture Positioning Options

Rotating Images

Adding Captions

Activity 3-3: Integrating Pictures and Text

TOPIC D: Insert and Format Screenshots

The Screenshot Tool

Activity 3-4: Inserting and Formatting Screenshots

TOPIC E: Insert Video

Video Links

Inserting a Video

Playing a Video

Activity 3-5: Inserting a Video


Review Questions

Lesson 4: Creating Custom Graphic Elements

TOPIC A: Create Text Boxes and Pull Quotes

Types of Text Boxes

Inserting a Text Box with the Text Box Gallery

Drawing a Text Box

The Drawing Tools – Format Contextual Tab

Activity 4-1: Creating Text Boxes

TOPIC B: Format Text Boxes and Pull Quotes

Applying Text Box Styles

Formatting Text Boxes

Applying Shadow and 3-D Effects

Changing Text Direction

Saving the Selection to the Text Box Gallery

Activity 4-2: Formatting Text Boxes

TOPIC C: Draw Shapes

Shapes in Word

Types of Shapes

Applying Shape Styles

Resizing Shapes

The Drawing Canvas

Activity 4-3: Drawing Shapes

TOPIC D: Modify Shapes

Text Wrapping Styles

Configuring Wrap Points

Positioning Options

Adding Text to a Shape

Formatting Text in a Shape

Adding Captions

Activity 4-4: Formatting Shapes

TOPIC E: Add WordArt and Other Text Effects


Drop Caps

Activity 4-5: Adding WordArt and Other Text Effects

TOPIC F: Create Complex Illustrations with SmartArt

SmartArt Graphics

The Choose a SmartArt Graphic Dialog Box

Adding Text and Images to the Diagram

SmartArt Graphic Categories

The SmartArt Tools Contextual Tabs

Activity 4-6: Creating Complex Illustrations with SmartArt


Review Questions

Lesson 5: Inserting Content Using Quick Parts

TOPIC A: Insert Building Blocks

Quick Parts

Building Blocks

The Building Blocks Organizer Dialog Box

Activity 5-1: Inserting Building Blocks and Quick Parts

TOPIC B: Create and Modify Building Blocks

The Create New Building Blocks Dialog Box

Building Block Modification Options

Copying Building Blocks Between Documents

Activity 5-2: Creating and Modifying Building Blocks

TOPIC C: Insert Fields Using Quick Parts


Field Code Syntax

The Field Dialog Box

Activity 5-3: Inserting Fields Using Quick Parts


Review Questions

Lesson 6: Controlling Text Flow

TOPIC A: Control Paragraph Flow

Paragraph Flow Options

Activity 6-1: Controlling Paragraph Flow

TOPIC B: Insert Section Breaks

Sections and Section Breaks

When to Use Section Breaks

Inserting a Section Break

Types of Section Breaks

Creating Section Titles

Activity 6-2: Inserting Section Breaks

TOPIC C: Insert Columns

Text Columns

Text Column Options

Activity 6-3: Inserting Columns

TOPIC D: Link Text Boxes to Control Text Flow

Linked Text Boxes

Inserting Text from a File

Activity 6-4: Linking Text Boxes


Review Questions

Lesson 7: Using Templates

TOPIC A: Create a Document Using a Template

Templates in Word

Creating a Document from a Template

Viewing Personal Templates

Template Storage Locations

Activity 7-1: Creating a Document Using a Template

TOPIC B: Create a Template

Creating a New Template

Modifying a Template

Attaching a Template to a Document

Managing Templates with the Organizer

The Default Template Location

Activity 7-2: Creating a Template


Review Questions

Lesson 8: Using Mail Merge

TOPIC A: Mail Merge Basics

Mail Merge

Mail Merge Fields

Mail Merge Rules

Data Sources

The Mailings Tab

Activity 8-1: Mail Merge Basics

TOPIC B: Perform a Mail Merge

The Mail Merge Process

The Mail Merge Wizard and Related Dialog Boxes

Opening a Mail Merge Document with a Data Source Attached

Unlinking a Data Source

Activity 8-2: Performing a Mail Merge

TOPIC C: Merge Envelopes and Labels

Merge Options for Envelopes and Labels

Creating a Single Envelope or Label

Set Up a Return Address

Activity 8-3: Merging Envelopes and Labels

TOPIC D: Create a Data Source Using Word

Data Sources

Data Guidelines

Creating a Data Source Using Word

Activity 8-4: Creating a Data Source Using Word


Review Questions

Lesson 9: Using Macros

TOPIC A: Automate Tasks Using Macros


The Developer Tab

The Macros Dialog Box

Macro Security

Macro Security Components

Activity 9-1: Automating Tasks Using Macros

TOPIC B: Create a Macro

The Record Macro Dialog Box

Creating Keyboard Shortcuts for Macros

Assigning Macros to Buttons

Managing Macros with the Organizer

Visual Basic for Applications

Activity 9-2: Creating a Macro


Review Questions

Lesson Labs


Lesson Lab 1-1

Lesson Lab 1-2

Lesson 2

Lesson Lab 2-1

Lesson Lab 2-2

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson Lab 3-3

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson Lab 4-3

Lesson 5

Lesson Lab 5-1

Lesson 6

Lesson Lab 6-1

Lesson Lab 6-2

Lesson 7

Lesson Lab 7-1

Lesson 8

Lesson Lab 8-1

Lesson Lab 8-2

Lesson 9

Lesson Lab 9-1

Course Wrap-Up

Post-Course Assessment

Course Summary

Next Steps


Keyboard Shortcut Quick Reference Sheet



What you get+

Instructor Guide

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Student Manual

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Sample Files

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Powerpoint Deck

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Quick Reference Guide

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