Outlook Training
Take control of your inbox, calendar and tasks. Practical techniques that make a busy inbox manageable.
Email Management
- Folder structures that actually work
- Rules for automatic organisation
- Search techniques to find anything instantly
- Quick Steps for repetitive actions
- Managing multiple accounts and shared mailboxes
Email Productivity
- Keyboard shortcuts that save hours
- Templates and Quick Parts for common responses
- Delay send and scheduling
- Categories and flags for prioritisation
- Focused Inbox: when to use it, when to turn it off
Calendar Mastery
- Scheduling and availability
- Shared calendars and calendar groups
- Room and resource booking
- Meeting options and settings
- Time zone handling
Tasks and Integration
- Tasks and To Do integration
- Flagging emails for follow-up
- Integration with Teams and other M365 apps
- Mobile app setup and sync
Optional Copilot Integration
Use Copilot to draft emails, summarise long threads, find information across your mailbox, and prepare for meetings.
Discovery
We learn how your team currently uses Outlook, including email volume, calendar complexity, and pain points. Some teams are drowning in email; others struggle more with calendar management.
Programme Design
We focus on the techniques that'll have the biggest impact for your team. No point teaching advanced calendar features to people who need inbox triage first.
Delivery
Interactive training where your team implements changes to their own Outlook setup during the session. They leave with their inbox and calendar already improved.
Delivery Options
- Virtual sessions: Screen sharing lets us see and help with individual setups
- In-person workshops: Available across the UK
- Drop-in clinics: Shorter sessions where people bring specific problems
Habit Change
We focus on sustainable habits, not just features. Knowing about rules is useless if you never set them up. We make sure people leave with working systems.
This Training Is For
- Anyone who feels overwhelmed by email
- Staff who miss things because their inbox is chaos
- Teams who've never had proper Outlook training
- People who live in meetings and need calendar efficiency
Common Scenarios
- Thousands of emails in the inbox with no organisation system
- Important emails getting buried and missed
- Calendar conflicts and double-bookings
- Hours spent searching for emails that should be easy to find
- Inconsistent email practices across the team
Impact
Outlook is where most people spend their working day, so small improvements add up across a team. It is also where Copilot is often used first, which makes strong Outlook habits a good foundation for adoption. For high-volume sectors like accountancy and legal, the impact is even greater.
It is also particularly valuable for sales teams managing client pipelines and HR teams handling sensitive employee communication.
Ready to move from Copilot access to Copilot adoption?
Book a free consultation to talk through where your organisation is with Copilot and what the right next step looks like. No pressure, no hard sell. Just an honest conversation.
