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Microsoft Outlook "Must Know" Email Tips

Thursday, August 29
 3:30pm - 5:30pm

(Check-In 3:25pm)

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Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

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.

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.

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.

Designed For

Anyone who uses Outlook.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. 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. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

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Non-Member Price $124.00

Member Price $89.00