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Microsoft Outlook Level 2: advanced features and Copilot AI
Your inbox should not dictate your whole day. Use Outlook to structure message handling and calendar organisation so you can track commitments more effectively. Develop habits that make communication and planning more manageable.
- Duration
- 1 day 7 hours
- Code
- BUR006FR Code
Presentation
For users already confident with Outlook email, this advanced module takes efficiency to the next level. This Level 2 Outlook course turns your communication tool into an intelligent personal assistant. Learn to automate information processing and streamline collaboration using expert features of this professional email application.
Through a pragmatic approach and practical exercises, you will master often-overlooked advanced Outlook features. Create complex rules for automatic email sorting, use Quick Parts to standardise recurring responses, and synchronise Outlook with Microsoft To Do to keep priorities under control. These techniques help you save several hours a week on email management.
The programme also integrates Copilot AI directly into Outlook, an increasingly essential professional skill. Learn to summarise long conversation threads in seconds and draft professional emails with AI assistance. You will also master shared calendars and delegation to optimise team collaboration.
Objectives
By the end of this course, you will be able to:
- automate email sorting and processing with complex rules and Quick Steps;
- standardise email drafting with templates and Quick Parts;
- manage priorities and deadlines by synchronising Outlook with Microsoft To Do;
- optimise collaboration through delegation and shared mailbox management;
- integrate Copilot AI to support drafting, summarising and analysing communications.
Program
Module 1: Automating information processing
- Advanced use of follow-up flags and categories to organise information flow.
- Mastering conversation view and customised advanced searches.
- Creating sophisticated automatic sorting rules and Quick Steps.
- Managing message templates and automating responses with Quick Parts.
Module 2: Managing priorities with Microsoft To Do
- Turning an email into a task or reminder in one click.
- Organising daily work and managing tasks across multiple projects.
- Scheduling recurring tasks and synchronised tracking with Outlook.
Module 3: Collaborating and delegating effectively
- Delegating mailbox, calendar or task management to another person.
- Fine-tuning permissions and access rights.
- Administering shared mailboxes and applying usage best practices.
- Optimising information flow within the team.
Module 4: Boosting productivity with Copilot AI
- Activating and configuring the Copilot intelligent assistant in Outlook.
- Automatically summarising long, complex conversations.
- AI-assisted professional email drafting and relevant response suggestions.
- Automatically extracting tasks and key points from an exchange.
Hands-on exercises
- Build your personal organisation system with categories, workflows and rules.
- Set up delegation and manage a shared team calendar.
- Experiment with Copilot to summarise exchanges and rephrase emails.
- Create a Quick Parts library for recurring responses.
Audience
This advanced Outlook course is intended for professionals who already master the basics and want expert-level skills, particularly:
- executive assistants and office managers coordinating complex calendars and multiple delegations;
- project managers, managers and team leaders optimising collaborative task and project tracking;
- professionals across all sectors seeking to master Copilot AI to automate daily email management.
Prerequisites
The following prerequisites apply:
- Technical requirement: an active Outlook 365 account.
- Knowledge: proficiency in basic Outlook email and calendar features, or completion of the Outlook Level 1 course.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Course highlights
- AI innovation: training incorporating the latest Microsoft Copilot features for Outlook.
- Maximum productivity: focus on automation through rules and Quick Parts to eliminate time-consuming tasks.
- Collaborative expertise: learn to manage permissions and sharing for smoother teamwork.
- Recognised certification: validate advanced expertise with a blockchain-secured certificate.
- Pre-course placement assessment: take the TOSA assessment.
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
Microsoft Outlook® is a registered trademark of Microsoft Corporation.
This course is independent and is not directly affiliated with Microsoft.