Table of Contents

Preface

Part 1: Introduction to Outlook

Chapter 1: Getting Started with Outlook

Manage Outlook

Info

Office Account

Feedback

Other options

Drag and drop techniques

Drag and drop to the calendar

Drag and drop to a to-do Item

Drag and drop to people/contacts

Drag and drop other uses

Customizing views as per tailored needs

The Quick Access Toolbar

Outlook Today

Show Focused/Other view

The Layout section

Peek

Advanced View settings

The Clipboard viewer

Summary

Questions

Answers

Part 2: Email Essentials

Chapter 2: Sending and Receiving Emails

Sending and receiving email

AutoComplete

Removing AutoComplete list entries one by one

Using contact addresses for the AutoComplete list

Enabling or disabling the AutoComplete list

Clearing all entries from the AutoComplete list

HTML email signatures

Attachments

Cloud file attachments in Outlook

Multiple attachments

Changing the file association for an email attachment

Voting buttons

Inserting voting buttons

Tracking and printing results

Recalling a sent message

Handling replies

Working offline

Is Outlook working?

When Outlook shows that it is disconnected

Summary

Questions

Answers

Further reading

Chapter 3: Managing Email Accounts

Why have multiple email accounts?

Selecting an email host

Email protocols

POP3

IMAP/SMTPP

Microsoft Exchange

Setting up email accounts in Outlook

Email account setup – automatic

Changing a mail server

Multiple email accounts in Outlook

Domain names

Adding a custom domain

Summary

Questions

Answers

Further reading

Chapter 4: Organizing Your Outlook Environment

Conversations

Conversation view

Quick Steps

Categories

Applying a category

Removing a category

Conditional Formatting

Default Conditional Formatting rules

Flags

Steps to set a flag

Rules and alerts

Creating rules

Managing rules

Summary

Questions

Answers

Chapter 5: Outlook Mail Merge

Mail Merge

Creating a mail merge in Outlook

Mail Merge custom attachments, Cc, Bcc, and Subject

Summary

Questions

Answers

Part 3: Beyond Email – Calendars, Contacts, Notes, and More

Chapter 6: Managing the Calendars

Views

Manage Views…

Customizing your views

Work time

Calendar options

Display options

Time zones

Scheduling assistant

Automatic accept or decline

Weather

Appointments, meetings, and events

Recurring appointments

Prioritizing appointments

Multiple calendars

Viewing side-by-side calendars

Viewing overlay calendars

Printing calendars

Printing a specific day or range

Summary

Questions

Answers

Further reading

Chapter 7: Contacts in Outlook

Adding new contacts

Adding a contact from an email message

Business cards

Default business cards

Editing a business card

Contact groups

Update Now

Managing contact group members

Sending a message to a contact group

Forwarding a contact group

Deleting a contact group

Views

Viewing contacts

Managing views

Viewing the GAL

Viewing a contact’s address on a map

Summary

Questions

Answers

Chapter 8: Outlook Notes

Creating a new note

Organizing notes

Displaying notes on the desktop

Sending notes

Summary

Questions

Answers

Chapter 9: Tasks and To-Dos

To-do list versus tasks

To-do

Tasks

Task folders

Viewing tasks in the calendar

Summary

Questions

Answers

Part 4: How to: Share, Search, and Archive in Outlook

Chapter 10: Save Time Searching

Using Search

Instant search

Advanced Search

Settings and indexing

Rebuilding the Outlook index

Search syntax and operators

Summary

Questions

Answers

Further reading

Chapter 11: Sharing Mail, Calendars, and Contacts

Sharing mail, calendars, and contacts

Permissions

Viewing delegated folders

Inbox permissions

Calendar permissions

Contacts permissions

Changing/editing delegate permissions

Request sharing

Summary

Questions

Answers

Chapter 12: Archiving and Backup

Cleaning up email clutter

Archiving

Archive

AutoArchive

Online Archive

Backing up Outlook

Exporting and importing

Saving emails outside Outlook

Restoring a .pst file

Summary

Questions

Answers

Further reading

Part 5: Outlook Collaboration and Integration

Chapter 13: Collaboration and Integration within Outlook

Cloud computing

OneDrive

OneNote

Microsoft Teams

Outlook groups

Creating an Outlook group

Mobile phones

Add-ins

Problems with add-ins

Managing add-ins

RSS feed

Creating an RSS feed

Viewing an RSS feed

Deleting an RSS feed

Summary

Questions

Answers

Further readings

Part 6: Powerful Ways to Automate Outlook

Chapter 14: Nine Useful Rules

Rule 1 – delaying sending after sending an email

Rule 2 – receiving a text message

Rule 3 – To or Cc

Rule 4 – automatic reply

Rule 5 – processing emails that are delegated

Rule 6 – purging emails with Newsletter in the subject line

Rule 7 – applying a category as per the word in the subject line

Rule 8 – redirecting email replies to another person

Rule 9 – blocking out-of-office replies

Summary

Questions

Answers

Further reading

Chapter 15: Programming with Macros

The Outlook object model

Visual Basic

Macros

Activating the Developer tab

Visual Basic Editor

Macro scenario

Creating a macro

Running macros with the button on the ribbon

Summary

Questions

Answers

Further reading

Chapter 16: Managing Your Day System

Kanban

Five SMART habits to be productive

SMART habit #1 – use search

SMART habit #2 – don’t repeat steps

SMART habit #3 – folders

SMART habit #4 – templates

SMART habit #5 – journal entries

Power Hour

Summary

Questions

Answers

Assessments

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