This session will touch on items such as security within 365, a brief overview of features by license type, and security defaults and configurations. It will conclude with basic setup and consideration

1. Get the Most out of Microsoft
Outlook
TechSoup
Customer Success Team
November19, 2021

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• Use the Chat function to type in your questions and comments
• For Closed Captioning, please click and then "Turn on Live Captioning"
• Recording and slides will be available after the session
Housekeeping

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Today’s Agenda
1. Customer Success team introduction
2. Understanding Outlook Weband Desktop
versions
3. Outlook Web: common features, functions,
and configurations
4. Outlook Desktop
• Tips and tricks
• Calendar best practices
5. Q&A

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Meet Your Customer Success Team
Phil Nguyen
Director, Customer Success
In my spare time, I like to play
tennis, travel, and explore new
foods.
Fun Fact: I'm stuck in the 80s.
Vanessa Jimenez
Customer Success Manager
I am a huge Disney fan. I love
baking and cooking. Always
looking for the best pizza place
in town!
Kevin Mulhall
Technical Customer
Success Manager
In my spare time I like to hike
and read science fiction &
technology.
Fun Fact: I have over 53
cousins on my father’s side.

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Layout
Outlook Web and Desktop Versions

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Outlook Web and Desktop Versions
Quick and Easy vs. Robust Features

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Outlook Desktop and Web Versions
Which Version Is Right for You?

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Vanessa Phil
Kevin
Organization Tools and Productivity
Tools
1. Insights
2. Calendar
• Natural language meeting time
• Date Navigator
• Reply to an email thread with a
meeting
• Create appointment from email
• Easily re-create meeting
• Show multiple time zones
• View multiple calendars side by side
• View calendar alongside email
• Visualize calendar colors
• Add-ins
• Dark mode
1. Mail flow rules
2. Block senders and domains
3. Customize actions
4. Boards
5. Microsoft Editor
Insights and Calendar
Outlook Web App
Outlook Features
1. Organization
• How to create folders
• How to apply rules
• How to clean up the inbox
2. Productivity
• How to mention people
• Dictation
• Insert objects such as emojis, 3D
effects, and drawings
• Spelling, grammar
• Read aloud
• Translate

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Demo

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Resources
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Monthly Virtual Office Hours
Next event on January 21, 2022
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Started Guide
https://bit.ly/3C30n3c
Community
Get
Started

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Now until December 31, use code 50PERCENTOFF for half off and
learn how to use Outlook, OneDrive, Planner, and SharePoint
https://techsoup.course.tc/catalog/office-365-bootcamp
Microsoft 365 Bootcamp
for Nonprofits

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Questions & Answers

13. Thank You!
customersuccess@techsoup.org