User Essentials for Microsoft Office Outlook 2007

Course Code: MOUE2007
Product: Microsoft Office Outlook 2007
Duration: 1 days
Topics/Pages: 11 topics / 292 pages
Price (US dollars):
$15 per user


During this course you will learn how to use the core applications included in Microsoft® Office Outlook®: Mail, Calendar, Contacts, Tasks, Notes, and Journal. These applications are similar to those you use in other integrated messaging applications, so you just need to learn the new ways of doing things in Outlook.

The application you will use the most is Mail, as it is the most-used business application. You will learn how to use the Calendar to organize your Appointments and Meetings, and how to track your projects in the Tasks application. You will keep a list of people you communicate with regularly in Contacts. You will also learn how to jot down random bits of information in Notes and track your activity in Journal.

As you use the core Outlook applications, you will recognize a common pattern that builds your competence and confidence.

Because Outlook works with several instant messaging clients, you will also know when people are online so you can send them an instant message.

Beyond the technical aspects of using Outlook, you will learn the “best practices” of how to use its applications to become more organized and to be a more effective communicator.

Course goals

In this course you will learn how to:

  • navigate in the Outlook user interface
  • launch the core Outlook applications from the Navigation Pane
  • set options to customize your working environment
  • send and receive e-mail Messages that include formatted text, tables, illustrations, Web hyperlinks, and file attachments
  • find and read new e-mail Messages
  • take action on e-mail Messages, which may mean to mark for follow up later, respond to now, forward, copy into a new Meeting or Task, or block the sender from sending future messages
  • configure the Out of Office Assistant to respond to e-mail Messages when you are away
  • change the sort order of Messages in views, search to find Message content, and organize messages into folders
  • add people and Distribution Lists to Contacts
  • use the Calendar application to schedule Appointments and Meetings
  • keep track of your projects in Tasks
  • use the Notes and Journal applications to save important information and track your actions
  • know when other people are online and send them instant messages.


This course is designed for new users of Microsoft Outlook 2007.


This course is sold as a 1 day course, though there is an abundance of material that you probably won't have time to cover.

Course design

This course combines concept presentations, demonstrations, and exercises to guide you as you experience the most widely used Outlook features and core applications. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

Topics outside the scope of the course

While this course teaches you the basics of Outlook, there are many other things to learn about Outlook that this course does not cover, including:

  • Setting up accounts and profiles
  • Anything you can easily look up in Help or Office Online, such as the meaning of all the settings in dialog boxes
  • Microsoft® Windows® SharePoint® Services
  • Data file management, including back up and restore
  • Rules (and details about the Junk E-mail Filter)
  • Business Contact Manager
  • Office Outlook Web Access
  • Public folders
  • Telephony or voice mails
  • Macros
  • Offline usage
  • RSS feeds
  • Archiving
  • Delegation
  • Custom Forms
  • View customization

If there is sufficient demand, wareSource will create an advanced user course covering these topics.


Topic 1: Start Outlook

        Outlook and Microsoft

        Exchange Server

        Pattern of using Outlook

        Applications included in Outlook

        Exercise: Start Outlook

        Outlook user interface

        Pattern to use Outlook applications

        Exercise: Use Outlook applications

        Exit Outlook

        Configure Outlook

        Tools - Account Settings

        Tools - Trust Center

        Tools - Customize

        Tools - Options

Topic 2: Send Mail Messages

        Create a new Message

        Fluent user interface

        Address fields

        AutoComplete addresses

        AutoResolve addresses

        Browse or search for addresses

        Subject field

        Best Practice: Subject field

        Message body

        Best Practice: Message Body

        Proofing tools

        Add other content to the Message body

        Send Message

        Exercise: Create and send a new Message

        Save sent Messages

        Save as you work, save as Draft

        Attach file

        Exercise: Attach file

        Best Practice: File Attachments

        Set Message options

        Resend Mail Message

        Recall Mail Message

        Message Recall caveat

        Work online

Topic 3: Read Mail Messages

        Read a Message

        Reading Pane

        Exercise: Read a Message

        Find new Messages

        Revert a Message to unread

        Best Practice: Schedule your time to read new Messages

        Print Message or folder you are viewing

        Find Messages with attached files

        Open or save attachment

        Junk E-mail folder


Topic 4: Respond to Mail Messages

        Best Practice: Take action on Messages

        Is this Message relevant to me?

        Mark Message for follow up

        Where you see follow up flags

        Exercise: Follow up on a Message

        Reply to a Message

        Exercise: Reply to a Message

        Best Practice: Reply to a Message

        Forward a Message

        Best Practice: Forward a Message

        Copy Message into a new Appointment or Task

        Block Sender

        Move Message to a folder

        Delete Message

        Exercise: Delete and recover a Message

        Possibly restore hard deleted Messages

        Mailbox Cleanup

        Reply automatically if away from the office

Topic 5: Organize and Find Mail Messages



        Create a new folder

        File a Message in a folder

        Exercise: Organize mail into a folder

        Change a folder

        Rearrange columns


        Custom views

        Filter (the folder)

        Advanced Find

        Find Related Messages

        Search Folders

        Use pre-defined Search Folders

        Create custom Search Folder

        Exercise: Create custom Search Folder

        Instant Search

Topic 6: Keep a List of Your Contacts

        Open Contacts

        Create a new Contact

        Finished Contact and Communicate options

        Exercise: Create Contact

        Best Practice: Create Contact from Message

        Contact Activities

        Create Contact from an Address Book lookup

        Send Business Card

        Distribution Lists

        Exercise: Create Distribution List

        Best Practice: Avoid duplicate Distribution List names

        Create Birthdays view

        Create Group [of folders]

        Share Contacts

Topic 7: Create an Appointment in Your Calendar

        Open Calendar

        Create a new Appointment

        Appointment fields

        Save an Appointment

        Change an Appointment

        Exercise: Create Appointment

        Copy an Appointment

        Delete an Appointment

        Recover a deleted Appointment

        Appointment options

        Other Calendar views

        Automatically change color of Appointments in Calendar

        Calendar options

        E-mail an Appointment

        Print Calendar

        Create and display a second Calendar

        Share Calendar

Topic 8: Request a Meeting

        Request a Meeting

        Send invitation to

        Location and Rooms button

        Response and Workflow Options

        Scheduling Assistant

        Best Practice: Scheduling Assistant

        Best Practice: Other meeting details

        Plan a Meeting

        Meeting Organizer: Send the invitation

        Meeting Organizer: Caution for save as draft

        Exercise: Schedule a Meeting

        Attendee: Respond to an invitation

        Meeting Organizer: Look for responses

        Meeting Organizer: Declined room or resource

        Meeting Organizer: Make changes to scheduled Meeting

        Attendee: Request changes to scheduled Meeting

        Exercise: Accept a Meeting Request

        Group Schedules

Topic 9: Track Your Tasks

        Open Task application

        Create new Task

        Copy into New Task

        Where to find Tasks

        Exercise: Create a new Task

        Record your work on a Task

        Exercise: Record work on a Task

        Complete a Task

        Exercise: Complete a Task

        Delete a Task

        Assign a Task to someone else

        Exercise: Assign a Task

Topic 10: Take Notes and Keep a Journal

        Open Notes application

        Create new Note

        Note menu

        Notes views

        Notes folders

        Open Journal application

        Enable automatic recording

        Journal views

        Manually record a Journal entry

Topic 11: Send Instant Messages

        Prerequisites to use Windows Messenger

        Create a Windows Live ID account

        Enable Outlook 2007 to display online status next to a person name

        Add IM addresses to Windows Messenger Contacts List

        Add IM addresses to Contacts in Outlook Contacts

        View online awareness in Outlook

        Change your online status

        Send instant message to someone who is online

        Exercise: Send an instant message

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