Advanced Microsoft Word for Microsoft 365
Advanced Microsoft Word for Microsoft 365 is a course in producing long, well-structured documents in Word, covering styles, sections, automatic contents and captions, templates and mail merge with Excel data, through to reviewing and co-editing documents on OneDrive. It suits staff in organisations, students and anyone who already has some experience with Word.
- Duration12 hours · 2 days
- FormatOnsite / live online
- Next roundOn request
- CertificateIncluded
Course overview
Word is not just for one or two-page documents. Real work in organisations means annual reports, manuals, theses and large batches of circulars. Formatting them by hand means that a small change to the content throws out page numbers, the table of contents and figure numbers across the whole document, documents written by several people are hard to combine, and different versions get mixed up. Word in Microsoft 365 has tools that do this work automatically, provided the document is structured correctly from the start.
This course shows you how to structure long documents with styles, themes and multilevel lists, divide them into sections with their own headers and page numbering, and add captions, cross-references, contents, footnotes, a bibliography and an index automatically. You then create templates and forms, run mail merges with Excel data, use Word with Excel and PowerPoint, review with Track Changes and co-edit documents on OneDrive. It finishes with a workshop that takes a complete report from start to ready to send. (2 days, 6 hours per day, 12 hours in total, Intermediate level.)
What you’ll gain
- Structure long documents with styles, themes and multilevel lists
- Use sections to give different parts their own headers, page numbers and orientation
- Create captions, cross-references, contents, footnotes, a bibliography and an index automatically
- Create templates and forms for routine work
- Run mail merges for letters, envelopes and labels from Excel data
- Review with Track Changes and Compare, and co-edit documents on OneDrive
- Check document accessibility and export to PDF with bookmarks
Who this course is for
- Staff in organisations who regularly produce reports, manuals or circulars
- Students and researchers who need to format reports or theses
- Secretaries and administrative staff who send large numbers of letters
- Anyone with some Word experience who wants to work faster and more systematically
Prerequisites
- Confident with the Windows operating system
- Basic Word skills, such as typing, formatting text and inserting tables and pictures
- Basic Excel skills for the mail merge topic
- A Windows laptop with Word from Microsoft 365 or Word 2024
Curriculum
Course Details
This is the 2026 edition of the Advanced Microsoft Word course. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs on a multi-chapter sample report, at Intermediate level. The content has been rewritten for Word in Microsoft 365 and Word 2024, adding multilevel lists, cross-references, bibliographies, indexes, forms, @mention comments, co-editing on OneDrive, the Accessibility Checker and PDF export in place of the old save-as-web-page approach. Learners use their own or their company's copy of Word and take home the course handbook, sample files and the template they build in the workshop.
Day 1 Structuring Long Documents
Section 1: Faster Page Formatting Techniques
- Tab stops and leaders for aligning text precisely
- Columns and column breaks
- The Navigation Pane, advanced Find and Replace and replacing formatting
- Lab: lay out a form and a newsletter with tabs and columns
Section 2: Lab: Styles and Themes
- Built-in styles, modifying styles and creating new ones
- Style sets, colour themes and Thai font themes
- The Style Inspector and clearing manual formatting
- Lab: format a sample report throughout with styles
Section 3: Lab: Multilevel Lists and Heading Structure
- Linking 1, 1.1, 1.1.1 numbering to heading styles
- Moving and promoting headings from the Navigation Pane
- Outline view for planning before writing
- Lab: add automatic chapter and sub-heading numbers to a report
Section 4: Lab: Sections, Headers and Page Numbers
- Next page and continuous section breaks
- Link to Previous and a different header for each chapter
- Roman numerals for the front matter and restarting at 1 for the body
- Lab: add a landscape page mid-document without affecting the rest
Section 5: Lab: Captions and Cross-references
- Insert Caption for figures and tables with chapter numbers
- Cross-references to figures, tables and headings
- Tables of figures and updating fields
- Lab: add captions and a table of figures to the report
Section 6: Lab: Contents, Footnotes, Bibliography and Index
- Automatic tables of contents and customising them
- Footnotes and endnotes
- Citations, the Source Manager and bibliographies
- Lab: build a table of contents, a bibliography and an index
Day 2 Automating Routine Work and Collaborating
Section 7: Lab: Templates and Forms
- Saving and using templates (.dotx) for routine work
- Quick Parts and building blocks for reusable text
- Content controls on the Developer tab, and Restrict Editing
- Lab: create an approval form that can be filled in only where intended
Section 8: Lab: Mail Merge with Excel Data
- Preparing an Excel list for mail merge
- Merge fields, If...Then...Else rules and filtering recipients
- Envelopes, labels, and merging to one file or to email
- Lab: produce invitation letters and name badges from an attendee list
Section 9: Lab: Using Word with Excel and PowerPoint
- Pasting Excel tables and charts as links or embedded objects
- Updating linked data when the Excel file changes
- Building PowerPoint slides from a Word heading outline
- Lab: build a summary report whose figures update from Excel
Section 10: Lab: Reviewing Documents
- Track Changes, markup views and accepting or rejecting edits
- Comments, replies and @mentions
- Comparing and combining two versions of a document
- Lab: review a report with a partner and merge the changes
Section 11: Lab: Sharing, Co-editing and PDF Export
- Saving to OneDrive, sharing links and co-editing with several people
- Version history and restoring an earlier version
- The Accessibility Checker and alt text for images
- Lab: export a PDF with bookmarks created from headings
Section 12: Workshop: Producing a Complete Report
- Workshop: take a raw manuscript and apply styles, sections and numbering
- Add captions, contents, a bibliography and chapter headers
- An overview of Copilot in Word for those who have a licence
- A pre-delivery checklist, then save the layout as a template
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
Instructors
Frequently asked questions
How do you create an automatic table of contents in Word?
Apply heading styles such as Heading 1 and Heading 2 to every heading in the document. Then place the cursor where the contents should go and choose Table of Contents on the References tab, which inserts a table built from your headings and page numbers. When later edits change the page numbers, click Update Table to bring it up to date.
What is mail merge in Word and what is it used for?
Mail merge combines a master document, such as a letter, envelope or label, with a list in Excel or another data source. You place merge fields such as name and address where they belong, and Word produces a separate copy for each record automatically. Rules let you vary the text by condition, and you can merge to a single file, to the printer or to email.
What are section breaks in Word used for?
Section breaks divide a document into parts that can have their own page settings, such as a landscape page, Roman numerals for the front matter with the main text restarting at 1, or a different header for each chapter. Insert one from Breaks on the Layout tab, then turn off Link to Previous in the new section's header. They are essential for long documents such as reports and theses.
Who is the Advanced Microsoft Word for Microsoft 365 course for, and what should I know beforehand?
It suits staff who regularly produce reports, manuals or circulars, students and researchers who need to format long documents, and secretaries or administrative staff who send large numbers of letters. You should be confident with Windows, have basic Word and Excel skills, and bring a Windows laptop with Word from Microsoft 365 or Word 2024.
What will I be able to do after the Advanced Microsoft Word for Microsoft 365 course?
You will be able to structure long documents with styles and multilevel lists, use sections for correct headers and page numbers, add captions, cross-references, contents, a bibliography and an index automatically, create templates and forms, run mail merges from Excel, review with Track Changes, co-edit on OneDrive and export PDFs with bookmarks. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Can the Advanced Microsoft Word for Microsoft 365 course be run in-house for our team?
Yes. It can be run in-house for your team, with examples adapted to your own work, such as formatting the reports or circulars your organisation actually produces and building shared organisation templates. 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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