Book Image

Working Smarter with Microsoft Outlook

By : Staci Warne
Book Image

Working Smarter with Microsoft Outlook

By: Staci Warne

Overview of this book

Millions of users across the globe spend their working hours using Microsoft Outlook to manage tasks, schedules, emails, and more. Post-pandemic, many organizations have started adopting remote working, and the need to stay productive in workspace collaboration has been increasing. Working Smarter with Microsoft Outlook takes you through smart techniques, tips, and productivity hacks that will help you become an expert Outlook user. This book brings together everything you need to know about automating your daily repetitive tasks. You’ll gain the skills necessary for working with calendars, contacts, notes, and tasks, and using them to collaborate with Microsoft SharePoint, OneNote, and many other services. You’ll learn how to use powerful tools such as Quick Steps, customized Rules, and Mail Merge with Power Automate for added functionality. Later, the book covers how to use Outlook for sharing information between Microsoft Exchange and cloud services. Toward the concluding chapters, you’ll get an introduction to Outlook programming by creating macros and seeing how you can integrate it within Outlook. By the end of this Microsoft Outlook book, you’ll be able to use Outlook and its features and capabilities efficiently to enhance your workspace collaboration and time management.
Table of Contents (25 chapters)
1
Part 1: Introduction to Outlook
3
Part 2: Email Essentials
8
Part 3: Beyond Email – Calendars, Contacts, Notes, and More
13
Part 4: How to: Share, Search, and Archive in Outlook
17
Part 5: Outlook Collaboration and Integration
19
Part 6: Powerful Ways to Automate Outlook

Chapter 5: Outlook Mail Merge

There are many features of Microsoft 365 that allow you to automate several of your tasks. Mail Merge is included in this. If you find yourself writing the same email over and over to different recipients each time, then this is a chapter you won’t want to skip. You can save hours upon hours by utilizing the techniques taught in this chapter. Mail Merge is used to send bulk emails, letters, labels, or envelopes to several email accounts and you will be able to personalize the information for each email ID.

We will start by creating a simple mail merge using our contacts information from within Outlook. After that, we will create a more advanced mail merge by first creating an Excel spreadsheet to act as a container to hold our merge information to start our mail merge to send custom invoices to our clients. This will include changing the invoice for each client based on the last name, which we will process through Power Automate.

We will be...