January 27, 2025

Webinar

2 CPE

Webinar (CPA Crossings): Microsoft Outlook "Must Know" Email Tips 🗓️

January 27, 2025
Webinar
2 CPE

Webinar (CPA Crossings): Microsoft Outlook "Must Know" Email Tips 🗓️

  • View Bio

    Instructor

    John
    Higgins

    View Bio

    John Higgins

    Bio

    Meet John, the visionary behind Higgins Advisory, LLC., specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate, but master today's digital landscape.

🗓️ View additional dates for this course

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.

Learning 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.

Major Topics

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.

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Technology

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Anyone who uses Outlook.

Provider

CPA Crossings, LLC

This event has ended.