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PRODID:-//Excel Business Institute - ECPv6.15.20//NONSGML v1.0//EN
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X-ORIGINAL-URL:https://excelbi.co.za
X-WR-CALDESC:Events for Excel Business Institute
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BEGIN:VEVENT
DTSTART;TZID=UTC:20261110T090000
DTEND;TZID=UTC:20261111T130000
DTSTAMP:20260921T104454
CREATED:20260415T074155Z
LAST-MODIFIED:20260415T075859Z
UID:10000348-1794301200-1794402000@excelbi.co.za
SUMMARY:Microsoft Outlook Intermediate
DESCRIPTION:Overview\nTransform your inbox from reactive to proactive. Master advanced organization\, automation\, and management tools to streamline your workflow\, manage complex calendars\, and take control of your communication. \nTarget Audience: \nUsers comfortable with Outlook basics who manage high email volume\, complex calendars\, or need to optimize their workflow for efficiency. \nUpon completion\, students will be able to: \n\nImplement advanced email organization and cleanup strategies.\nManage complex meeting requests\, voting buttons\, and delegate access.\nCreate and manage contact groups and electronic business cards.\nUtilize advanced search (Search Folders) and categorization for rapid information retrieval.\nAutomate email management with sophisticated Rules and alerts.\nConfigure AutoArchive and use Outlook effectively offline.\n\nOutline\nModule 1: Advanced Email Features and Organization \n\nCleanup Tools: Using Clean Up Conversation\, Ignore Conversation\, and Sweep to manage email threads.\nAdvanced Message Options: Setting importance\, sensitivity\, delivery receipts\, and voting buttons.\nQuick Steps: Creating and using one-click Quick Steps to perform multi-action tasks (e.g.\, “Move to Project X & Flag”).\n\nModule 2: Managing Meetings and Appointments \n\nMeeting Options: Scheduling online meetings (Teams)\, setting up presenter options\, and using the Scheduling Assistant for large groups.\nManaging Responses: Tracking attendee responses and proposing a new time for a meeting.\nCalendar Delegation: Granting permissions for a delegate to manage your calendar and send meetings on your behalf.\n\nModule 3: Using Advanced Contacts Features \n\nContact Groups (Distribution Lists): Creating\, updating\, and using groups for frequent team communication.\nElectronic Business Cards: Customizing and sharing your digital business card via email.\nLinking Contacts: Linking multiple entries for the same contact (e.g.\, from an email and a meeting) to create a unified view.\n\nModule 4: Categorizing and Searching Emails \n\nColor Categories: Creating and applying custom color categories to emails\, calendar items\, and tasks for visual organization.\nAdvanced Find & Search Folders: Using the Search Tools ribbon to build complex search queries.\nCreating Search Folders: Setting up dynamic\, virtual folders that automatically gather emails based on specific criteria.\n\nModule 5: Setting Up Rules and Alerts \n\nAdvanced Rules: Creating server-side rules that run even when Outlook is closed\, using “AND/OR” logic for complex conditions.\nDesktop Alerts: Customizing desktop notification settings for new messages.\nManaging Rules: Editing\, re-ordering\, and troubleshooting existing rules for optimal performance.\n\nModule 6: Email Archiving and Offline Management \n\nAutoArchive: Understanding and configuring AutoArchive settings to automatically move old items to an archive (.pst) file.\nManual Archiving: Manually moving or exporting items to an archive file for backup or storage.\nOffline Use: Using Cached Exchange Mode\, working offline\, and managing OST files.
URL:https://excelbi.co.za/event/microsoft-outlook-intermediate/2026-11-10/
LOCATION:Excel BI\, 484 Hilda Street\, Hatfield\, Pretoria\, Gauteng\, 0083\, South Africa
CATEGORIES:MS Office
ATTACH;FMTTYPE=image/png:https://excelbi.co.za/wp-content/uploads/2026/04/Outlook-Intermediate.png
ORGANIZER;CN="Excel BI":MAILTO:info@excelbi.co.za
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BEGIN:VEVENT
DTSTART;TZID=UTC:20261116T090000
DTEND;TZID=UTC:20261118T130000
DTSTAMP:20260921T104454
CREATED:20260415T074448Z
LAST-MODIFIED:20260415T074448Z
UID:10000367-1794819600-1795006800@excelbi.co.za
SUMMARY:Microsoft Outlook Advanced
DESCRIPTION:Overview\nBecome an Outlook power user. Leverage advanced automation\, master complex calendar orchestration\, integrate seamlessly with the Microsoft ecosystem\, and implement robust security protocols for ultimate productivity and data protection. \nTarget Audience: \nExecutives\, administrative assistants\, project managers\, IT professionals\, and any power user who manages multiple priorities\, requires deep automation\, and needs to enforce strict security and organization. \nUpon completion\, students will be able to: \n\nDesign and implement sophisticated automation rules and Quick Steps for complex email management.\nDelegate calendar access and manage scheduling for others with detailed permissions.\nImplement a strategic mailbox cleanup and archiving plan to maintain performance and compliance.\nIntegrate Outlook with Teams\, OneNote\, and Power Automate for seamless workflow.\nUtilize advanced sharing and collaboration features for calendars and mailboxes.\nConfigure advanced security settings to protect against phishing and manage data privacy.\n\nOutline\nModule 1: Automating Tasks with Rules and Quick Steps \n\nAdvanced Rule Logic: Creating server-side rules with “AND/OR” conditions and exceptions for precise filtering.\nCustom Quick Steps: Designing multi-action Quick Steps to file\, categorize\, flag\, and forward emails in one click.\nRule Management and Troubleshooting: Organizing rule order for correct execution and debugging rules that fail.\n\nModule 2: Advanced Calendar Management \n\nCalendar Delegation: Granting and managing delegate permissions (Editor\, Author\, Reviewer) to manage another user’s calendar.\nScheduling on Behalf Of: Sending meeting invitations and responses as another person (requires delegate permissions).\nManaging Room & Equipment Resources: Scheduling and managing shared resources like conference rooms and projectors.\n\nModule 3: Mailbox Cleanup and Archiving \n\nManual and Auto-Archive: Configuring Auto-archive settings for folders and manually arching old items to PST files.\nMailbox Cleanup Tools: Using tools like “Empty Deleted Items” on exit and “Cleanup Tools” to manage space.\nOST/ PST Management: Understanding the difference between offline (OST) and archive (PST) data files and managing their size and location.\n\nModule 4: Integration with Other Microsoft Apps \n\nOutlook and Microsoft Teams: Scheduling Teams meetings from Outlook and managing RSVPs. Accessing Outlook contacts in Teams.\nOutlook and OneNote: Linking emails\, meetings\, and contacts to OneNote pages for integrated note-taking and project management.\nIntroduction to Power Automate: Creating simple flows to automate actions between Outlook and other apps (e.g.\, saving email attachments to OneDrive).\n\nModule 5: Collaboration Tools and Sharing Features \n\nAdvanced Calendar Sharing: Publishing calendars online\, sharing via email with detailed permission levels (Free/Busy\, Details\, Editor).\nShared Mailboxes: Using and managing shared mailboxes for team email addresses (e.g.\, info@company.com) without a separate login.\nDelegate Access vs. Sharing: Understanding the difference between granting delegate access and simply sharing a folder.\n\nModule 6: Advanced Security Features and Privacy Settings \n\nPhishing and Junk Mail Protection: Configuring the Junk Email filter\, managing blocked senders\, and identifying sophisticated phishing attempts.\nEncryption and Permissions: Using IRM (Information Rights Management) to send encrypted emails and prevent forwarding\, copying\, or printing.
URL:https://excelbi.co.za/event/microsoft-outlook-advanced/2026-11-16/
LOCATION:Excel BI\, 484 Hilda Street\, Hatfield\, Pretoria\, Gauteng\, 0083\, South Africa
CATEGORIES:MS Office
ATTACH;FMTTYPE=image/png:https://excelbi.co.za/wp-content/uploads/2026/04/Outlook-Advanced.png
ORGANIZER;CN="Excel BI":MAILTO:info@excelbi.co.za
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