Course ID: OUTLK-L

Microsoft Outlook Best Practices for CPAs

Outlook is the software standard for client contact, meeting scheduling and sending and receiving business documents. Improving your Outlook skills might be one of your best time management investments. This course emphasizes features that will enhance productivity for tracking and managing client contact information, locating documents, searching, sharing team calendars, scheduling, and archiving client information. Interactivity with Excel and Word will also be covered. Course format choices are: instructor-led hands-on group training; or lecture/demonstration with live demo.

  • Examine advanced searching and search folders to find client information quickly
  • Learn interaction between Outlook, Word, Excel, and OneNote
  • Use features for group / team calendars, calendar sharing and permissions
  • Schedule and manage meetings
  • Examine how to set folder permissions, rules, add categories for contacts and tasks
  • Create subfolder setup, shortcuts / hyperlinks
  • Import and export contact information
  • Evaluate program option settings to suit the way you work
  • Examine intelligent grouping, conversation view, client contact management, and rules
  • Take away references for after class use

  • Learn tips to use the Outlook user interface reading pane, navigation pane, calendar peek, and the To Do Bar
  • Create and manage subfolders and favorites
  • Set email options and rules to prioritize and process incoming or outgoing email
  • Use flags for follow up
  • Set up accounts to receive email from multiple internet accounts
  • Set “Out of Office” replies and rules
  • Create archive folders and understand the variety of archive settings
  • Use color categories to automatically prioritize in email, contacts, or tasks
  • Setup the new search folders to filter email based on rules
  • Use the new Instant Search to locate email from any folder or archive file
  • Use contact forms for creating, sharing and tracking interaction with clients
  • Generate a map of driving directions to a client address
  • Apply task views and categories
  • Use time-saving tips for entering and displaying appointments
  • Share calendars and group overlay schedules
  • Set permissions to delegate maintenance of Outlook folders
  • Set desktop alerts for incoming information
  • Add hyperlinks to connect to files or web pages
  • Send email and attach documents directly from Word
  • Send spreadsheets or ranges of a spreadsheet directly from Excel
  • Schedule meetings, forward meeting requests, and tally responses
  • Use time-saving keyboard shortcuts for reading email
  • Arrange email by conversation subject line
  • View multiple Outlook folders at the same time
  • Use time-saving ribbon tools
  • Understand cached exchange mode
  • Learn guidelines and tips to tame your Inbox

Business Leaders, Corporate Finance Teams, CPA Practitioner, CPAs, Financial Professionals

Computer Software & Applications

Knowledge of MS Outlook

Business Learning Institute



This course is available for your group as:

Group Live

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