Skip to main content

Microsoft Outlook "Must Know" Email Tips

-

Add to Calendar

CPA Crossings Webinars

Online, OK 00000

Get Directions

2.00 Credits

Member Price $89

Non-Member Price $109

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

Leader(s):

Leader Bios

John Higgins, Owner, CPA Crossings, LLC Two Commerce Square

John H. Higgins, CPA.CITP is the co-founder of CPA Crossings and has been helping CPAs leverage technology for more than 25 years. He is a CPA with a strong background in information technology and is a nationally recognized author and speaker on accounting and tax technology. Higgins, and his CPA Crossings cofounder Bryan Smith, recently authored “Ten Steps to a Digital Practice via the Cloud” which has been published by the AICPA. Higgins has been recognized as a Top 20 Thought Leader in the Profession from the CPA Practice Advisor Magazine for the past two years.

Return to Top

Non-Member Price $109

Member Price $89