Microsoft Tools · MIC-22

Advanced Microsoft Outlook for Microsoft 365

Advanced Microsoft Outlook for Microsoft 365 is a hands-on course in the new Outlook, from organising the inbox with rules, Quick Steps and categories and scheduling or recalling messages to sharing calendars, setting up delegates and tracking tasks with Microsoft To Do. It suits everyday Outlook users, secretaries and IT teams helping colleagues move to the new Outlook.

Updated
From 6,210 THB / person 6,900 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Email and calendars are still the tools people use most at work, yet many people use Outlook only to send and receive mail. Inboxes fill up with thousands of messages, mail is sorted by hand every morning, old messages cannot be found and meetings are booked without knowing whether attendees are free. At the same time Microsoft is moving users from classic Outlook to the new Outlook for Windows, which looks and works differently.

This course covers advanced use of Outlook in Microsoft 365, based mainly on the new Outlook and Outlook on the web. Day one focuses on email: customising reading and writing, organising the inbox with categories, Pin, Snooze and Sweep, rules and Quick Steps, advanced search, scheduled sending, recalling messages and attaching files as links. Day two covers the calendar, calendar sharing and delegates, contacts, tasks with Microsoft To Do and keeping the mailbox under control, and points out which features still need classic Outlook. (2 days, 6 hours per day, 12 hours in total, Intermediate to Advanced level.)

What you’ll gain

  • Understand how the new Outlook, classic Outlook and Outlook on the web differ, and choose the right one for the job
  • Customise reading and writing, signatures, templates and automatic replies
  • Organise the inbox with folders, categories, Pin, Snooze, Sweep and rules
  • Search email with advanced filters, and schedule, recall and attach files as links
  • Manage the calendar, schedule meetings, share calendars and set up delegates
  • Manage contacts and track tasks with Microsoft To Do
  • Keep the mailbox size under control, use the archive and import or back up data

Who this course is for

  • Staff who use Outlook every day and want to handle email and calendars faster
  • Secretaries and executive assistants who manage email and calendars for others
  • Teachers, lecturers and academics who correspond and schedule with many people
  • IT teams helping users move from classic Outlook to the new Outlook

Prerequisites

  • Basic Windows and computer skills, such as managing files and folders
  • Already able to send and receive email and make basic appointments in Outlook
  • A work or school Microsoft 365 account with access to Outlook
  • Able to install or switch on the new Outlook for Windows, or use Outlook on the web

Curriculum

Course Details

This is the 2026 edition of the advanced Microsoft Outlook course. It runs for 2 days, 6 hours per day, 12 hours in total (09:00-16:00), hands-on in each learner's own Microsoft 365 account, at Intermediate to Advanced level. The content has been rewritten from Outlook 2016/2019 for the new Outlook for Windows and Outlook on the web in Microsoft 365, adding Pin, Snooze, Sweep, scheduled sending, the new recall, attaching files as links and Microsoft To Do, and pointing out the features that still need classic Outlook. Learners use their own work or school account, and Copilot features need a separate licence. Learners take home the course handbook, a feature comparison table and a daily Outlook checklist.

Day 1 Handling Email Professionally with the New Outlook

Section 1: Outlook in Microsoft 365 Today

  • How the new Outlook for Windows, classic Outlook and Outlook on the web differ
  • The move to the new Outlook, and the features that still need classic Outlook
  • The main screen, the app bar on the left, Settings and the Focused Inbox
  • Lab: open the new Outlook, adjust the layout and set your own defaults

Section 2: Lab: Customising Reading and Writing

  • The reading pane, conversation view and message list density
  • Several signatures for new messages and replies
  • My templates for messages you send often
  • Automatic replies when you are away, with separate messages for inside and outside the organisation
  • Lab: create signatures and templates and set up automatic replies

Section 3: Lab: Organising the Inbox

  • Folders, Favorites and Archive for messages you have dealt with
  • Colour categories and flags to sort work by project or priority
  • Pin, Snooze and Sweep to keep the inbox clear
  • Lab: cut a sample inbox of several hundred messages down to the work still to do

Section 4: Lab: Rules and Quick Steps

  • Create a rule from a received message and set conditions and actions
  • Rule order and stop processing more rules
  • Choosing rules or Quick Steps for repeated tasks, and limits in the new Outlook
  • Lab: set rules that sort mail into folders and create a Quick Step

Section 5: Lab: Advanced Email Search

  • Search by sender, subject, date range and attachments
  • Set the search scope: the current folder or the whole mailbox
  • Find a whole reply chain with conversations
  • Lab: find messages to a brief within a time limit

Section 6: Lab: Advanced Sending Techniques

  • Schedule send and undo send
  • Recalling a message in Microsoft 365, and when a recall can work
  • Attach files as OneDrive links instead of copies, and set the recipients' permissions
  • Lab: schedule a message with a file link and try a recall
Day 2 Calendar, Contacts, Tasks and Mailbox Care

Section 7: Lab: Advanced Calendar and Scheduling Meetings

  • Day, work week and month views, and colour coding with categories
  • Set working hours and work location, and add a holiday calendar
  • Schedule Teams meetings and use the scheduling assistant to find free time
  • Recurring appointments and changing a single occurrence
  • Lab: schedule a team meeting at a time when everyone is free

Section 8: Lab: Sharing Calendars and Delegates

  • Share a calendar with a permission level, view-only or able to edit
  • Open a colleague's calendar and group calendars
  • Delegate access so an assistant can manage email and the calendar for you
  • Lab: share a calendar with a partner and set up a delegate

Section 9: Lab: People and Contacts

  • Add contacts from received messages and organise Favorites
  • Contact lists for emailing a regular group of people
  • Import and export contacts with a CSV file from Excel
  • Lab: import a customer list from Excel and create a contact list

Section 10: Lab: Tracking Tasks with Microsoft To Do

  • Flag messages to turn them into tasks, and see tasks in My Day
  • Drag a message to create a task or a calendar appointment
  • Due dates, recurring tasks and reminders
  • Lab: turn outstanding messages into a task list with due dates

Section 11: Lab: Mailbox Size and Backing Up Data

  • Check mailbox storage and find large messages
  • The online archive, and moving old mail out of the inbox
  • Importing PST files in the new Outlook, and tasks that still need classic Outlook
  • Lab: reduce mailbox size and move old mail into the archive

Section 12: Workshop: Organising Your Own Email and Calendar

  • Workshop: design folders, categories and rules that match your real work
  • Plan the week's calendar and link email to tasks in To Do
  • Optional: use Copilot in Outlook to summarise threads and draft replies, with a licence
  • Email safety: spot and report phishing messages
  • Wrap up with a daily Outlook checklist

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

How do you set up a rule so Outlook sorts email into folders automatically?

In the new Outlook, right-click a sample message and choose to create a rule, or go to Settings and open Rules. Set the conditions, such as the sender or words in the subject, choose an action, such as moving the message to a folder or adding a category, and save. With several rules, put them in order and use stop processing more rules so they do not overlap.

Can you recall an email you have already sent in Outlook?

Sometimes. Recall message in Microsoft 365 works for recipients in the same organisation; whether messages that have already been read can be recalled depends on your organisation's settings, and mail sent to external recipients cannot be recalled. A more reliable approach is to turn on undo send, which gives a short window to cancel before the message leaves, and to use schedule send for important messages so you can check them once more.

Can you still back up Outlook email to a PST file?

Email in Microsoft 365 is already stored on the server, so the online archive should be the main home for old mail. The new Outlook can import PST files with some limits, while full export to a PST file still needs classic Outlook. Check your organisation's policy before exporting, because many organisations restrict keeping email outside their systems.

Who is the Advanced Microsoft Outlook for Microsoft 365 course for, and what should I know beforehand?

It suits staff who use Outlook every day, secretaries and executive assistants who manage email and calendars for others, teachers and lecturers, and IT teams helping users move to the new Outlook. You should already be able to send and receive email and make basic appointments in Outlook, and have a work or school Microsoft 365 account with access to Outlook.

What will I be able to do after the Advanced Microsoft Outlook for Microsoft 365 course?

You will be able to use the new Outlook confidently and know which jobs still need classic Outlook, organise the inbox with rules, Quick Steps and categories, search email in depth, schedule and recall messages, schedule meetings, share calendars and set up delegates, manage contacts, track tasks with Microsoft To Do and keep the mailbox size under control. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Advanced Microsoft Outlook for Microsoft 365 course be run in-house for our team?

Yes. It can be run in-house for your team, with the content adapted to your plan for moving to the new Outlook and your organisation's email policy. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

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