Intermediate Outlook Core Level 2

By the end of the course you will be able to use the advanced time-saving and organisation features to manage your email more smoothly. That includes using Categories and Rules to automate your email organisation, Quick Parts (like Autotext in Word) and Templates to speed things up. You will also learn how to do an email Mail Merge and look at sharing folders and archiving.

This course is only available for private bookings, either for groups or as a one-to-one, held online via Zoom or in the classroom. Please get in touch for availability.

See Outlook: Beating Email Overload Live Online Learning for our interactive 90-minute webinar designed to improve productivity.

Course Overview

What you will learn

By the end of this one-day intermediate level Outlook course, you will be able to:

  • Send emails with a “reminder-to-follow-up” flag
  • Use email to carry out voting
  • Automatically send incoming email to specific email folders as part of email management
  • Send out bulk letters to groups of people in your Contacts list
  • Access someone else’s email, Contacts, Calendar etc with their permission
  • Archive emails you want to keep

Course timetable

Session 1

  • Conversation View
  • Adding voting options
  • Delayed delivery
  • Quick Flags
  • Multiple signatures
  • Quick Parts
  • Categorising emails (if there’s time)

Session 2

  • Quick Steps
  • Rules
  • Templates

Session 3

  • Mail Merge
  • Creating Mail Merge email
  • Mail Merge specific contacts

Session 4

  • Sharing Calendars
  • Calendar Groups
  • Sharing Outlook Mailboxes and Folders, and delegating access
  • Archiving

This course can be delivered in the classroom or remotely via Zoom. Contact us for availability and pricing.

Group Learning Events

If you have three or more learners, a private group course could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy's HQ in Aldgate, Central London.

Find out more

What is it like to learn with Happy?

Our facilitators make learning interactive and fun. In this video, Maureen delivers a session on Formulas and Functions in Excel at Happy's HQ in London.

5 out of 5 stars

Very helpful and informative! Learned so much I didn't even know existed in the realm of emailing!

Kelsey Freegard78 days ago

Get in touch

This course is only available as a one-to-one or private group booking.

For pricing and availability, send us a message using the form below, leave us a message on 020 7375 7300, or speak to an Account Manager straight away using our Live Chat service in the bottom right of your screen!

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Coronavirus Update

We are monitoring the Coronavirus pandemic closely and are following all current Government guidelines. Please see our Coronavirus Policy for more details and the latest information.

If you have any questions or concerns, contact our friendly team, available Monday to Friday, 9am to 5pm.


Your post-course support package

  • Included in the price of both online and classroom programmes
  • 2 years of free access to our IT Helpline
  • Unlimited access - call or email our team as often as you need
  • Ask about any content covered on your course

Did you know... can learn to use the basic features of Outlook in our beginner level course?

Happy's one day course is aimed at first time Outlook users. By its conclusion you'll be able to send and receive E-mail with Attachments and Signatures; create, categorise, find and filter Contacts in the Contacts folder; and keep track of your Appointments, set up Reminders and create a simple Task list.

Beginner Outlook Core Level 1 to enable you to manage E-mail, the Contact list and Appointments. Find out more