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Interface, inbox and organization
Understand panes and views and configure a useful inbox view.
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- Understand panes and views
- Configure a useful inbox view
- Read, file and move messages
- Use folders, favourites and flags
- Manage attachments and downloads
- Adjust notification settings
Write professional email
Create precise informative subject lines and structure an easy-to-read message.
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- Create precise informative subject lines
- Structure an easy-to-read message
- Use To, Cc and Bcc correctly
- Create and manage a signature
- Use replies, forwards and quotations
- Apply etiquette and security practices
Calendar, appointments and meetings
Create appointments, events and meetings and use scheduling assistant.
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- Create appointments, events and meetings
- Use Scheduling Assistant
- Add locations, Teams links and documents
- Configure reminders and recurrence
- Respond and propose a new time
- Share availability clearly
Contacts, groups and distribution lists
Create and maintain contacts and use microsoft 365 profile cards.
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- Create and maintain contacts
- Use Microsoft 365 profile cards
- Create contact groups
- Understand Microsoft 365 groups and lists
- Find people efficiently
- Avoid addressing mistakes
Rules, categories and Quick Steps
Create simple and conditional rules and classify with categories and colours.
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- Create simple and conditional rules
- Classify with categories and colours
- Automate actions with Quick Steps
- Manage exceptions and rule order
- Test automation without losing messages
- Document a filing method
Search, archiving and volume control
Use search operators and create search folders.
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- Use search operators
- Create Search Folders
- Clean up conversations and duplicates
- Understand archive, deletion and retention
- Reduce mailbox size
- Establish a processing routine
Tasks, follow-up and priorities
Turn a message into an action and use flags and follow-up dates.
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- Turn a message into an action
- Use flags and follow-up dates
- Create tasks and reminders
- Connect Outlook and Microsoft To Do
- Organize work by priority
- Run a weekly review
Shared mailboxes, delegation and team calendars
Access a shared mailbox or calendar and send as or on behalf of.
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- Access a shared mailbox or calendar
- Send as or on behalf of
- Delegate meeting management
- Configure team replies and signatures
- Establish ownership and response times
- Avoid duplicates and missed messages
Security, phishing and privacy
Recognize signs of fraudulent email and verify sender, links and attachments.
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- Recognize signs of fraudulent email
- Verify sender, links and attachments
- Use encryption and sensitivity labels
- Report suspicious email
- Protect personal information
- Respond to a compromised account or message
Microsoft 365 integration and automation
Share to Teams, OneNote and SharePoint and use loop components in messages.
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- Share to Teams, OneNote and SharePoint
- Use Loop components in messages
- Create reusable templates and components
- Introduce Power Automate for common flows
- Measure and improve communication habits
- Deploy consistent team configuration