Microsoft Outlook "Must Know" Email Tips
Overview
If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this class include:
- Using Quick Parts to streamline message composition.
- Eliminating inefficient back and forth appointment scheduling with the Bookings app.
- Using category codes and contacts to send bulk emails.
- Sending emails to Teams and OneNote.
- Organizing your inbox with custom views, rules and folders.
- Mastering the search tools to find emails quickly.
- Review of key option settings to maximize email productivity.
Prerequisites
None
Designed For
Anyone who uses Outlook.
Objectives
After attending this presentation, you will be able to...
- Identify all the Outlook features you can use to process and organize your email more efficiently.
- Recall the various tools in Outlook to automate the management of your email.
- Configure your Outlook to create customized views and feature settings.
Preparation
None
Notice
Email w/link to webinar & materials will come from webinars@cpacrossings.com. If you do not receive email, check junk folder then contact CPA Crossings @ 877-370-2220 ext 1/webinars@cpacrossings.com
Leader(s):
Leader Bios
John Higgins, CPA Crossings LLC
John is the co-founder of CPA Crossings, LLC, which specializes in helping accounting, tax and financial professionals to leverage technology. John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions and workflow automation. This aids them in the transformation to a digital practice model that features paperless processes and leverages cloud computing . In 2015, John established CPA Crossings’ new Cloud Accounting Learning Center. This is a comprehensive knowledgebase of training, information and consulting services that is designed to help CPAs and financial professionals make the transformation to delivering accounting services through the use of cloud based accounting systems and other tools. This is the new accounting services paradigm for the 21st century, and John is regarded as a foremost authority on how CPAs can seize the opportunity. John recently co-authored Ten Steps to a Digital Practice in the Cloud, published by the AICPA. This book provides CPAs with a strategic roadmap for taking their organizations online by leveraging cloud computing. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country.
Non-Member Price $129.00
Member Price $109.00