I originally created these videos for my clients to purchase, watch and learn more about their new Outlook 2013 and 2016. Many people today are upgrading and training can be of value for those that use Outlook every day for business or personal.
After I published these, I found that technicians were buying them more because they didn't know the in's and out's of the new version.
I published these on Experts-Exchange for the members to watch at no charge. Thank you and I hope you learn and enjoy them!
Below is a list of the Outlook 2013 basics covered in this video. This is also applicable for 2016.
How to properly close Outlook
Emails and data file types
What are RSS feeds
What are Internet calendars
Explanation of Open & Export functions
Explanation of Office Accounts
Product Information/subscription or purchase
Office backgrounds and themes
Turning off dispay hardware graphics acceleration
What add-ins you should keep or disable
Turning on graphics for email
A bit more in depth feature reviews. Please disregard at the end when I talk about selling the videos. These are free exclusively to all Experts Exchange members.
Setting up your new Outlook for best viewing
Toolbar and Ribbon review of features
Basics of the toolbar and standard settings
Send/Receive set how often you receive email
What features I use and what you don't probably need to use
View Tab Review
Folder Pane options
Favorites and how it works
Reading pane views/right/bottom/off
How to change the navigation view options
More advanced features that includes customizing your Outlook
Turn off deleting email when closing Outlook
Turning off AutoArchive
Mailbox sizes and viewing size per folder
Finding email by conversation or sender
All and unread email
Arranging email by date or groups
How to add more fields for your view than just default
How to change font size for subject/from/received
How to change font size for email inbound and outbound
Searching/how to know if it's working or not.
Search default options
Account settings/under the hood
Explanation of email types and data file types
PST and OST
POP/IMAP and Exchange setup configurations
Quick Access button/adding features
View conversation mode
Message preview options
Email message features
Formatting/on and off
Option signature usage
Export your contacts to a CSV
Contact Export Template
In this video I cover some more configuration and techniques for dealing with data files, exporting data and profiles in Outlook.
Please take note that the beginning of this video I talk about exporting the calendar and why most end users should not need to do this. I will tell all technicians this upfront, if you are helping a client with calendar and contacts, it's best practice to backup all and any before troubleshooting.
How to properly export your Calendar entries
How to export your email to a Outlook Data File
How to import your calendar and contacts
How to move/add fields for different views for email
How to use field choser to add more non-standard fields
Explanation of the control panel
Profiles and setting defaults
POP/IMAP and Exchange
In this video I cover some standard functions of Exchange.
How to setup a new exchange profile when opening Outlook
Exchange/collect all email off the server
Folders, Drafts and Favorites and autocomplete synchronizing
Out of Office
Delete and recovery
How to move email from deleted to a local PST
How to move email from a folder to a local PST
This video covers more about calendar and contacts using Exchange
How to share yours with others
Select the right Global Address List
How to open a calendar someone shared with you
How to change a color in your calendar
How to share your contacts with others
How to share contacts with others in your company that can be viewed, edited and deleted on iPhones, Android, iPad, tablet, etc.
Contacts subfolders do not synch with master contacts
How to create a group (distibution list)
Finally, here are a few best practice tips. If you are a technician new to helping people, learning these tips might help you with your clients.
Learning about how many emails you have in your inbox
Moving emails from the inbox, small and large amounts to another folder
What action to take when you get a new email
Options for moving email
Quick steps and why it's my favorite feature
Create rules to help manage email
How to block sender for junk mail
Easy steps to manage each email you get
Tips on taking care of non-critical emails
Exchange/Rules synch with server on phones
Final Recap of everything