Microsoft 365: Outlook Beginner (2023): Working With Contacts and Delegates

Name: Microsoft 365: Outlook Beginner (2023): Working With Contacts and Delegates
Author: Kiwanna Brackett

Learn how to create and manage contacts, contact groups, and contact lists in Microsoft 365 Outlook

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Course: On-Demand

You welcome to Microsoft 365 Outlook beginners course. In this lesson, we will review how to create and edit contacts in Outlook. My name is Kawana and I will be your instructional guide for this lesson. To begin, you will log into your. Microsoft 365 account by going to Office and logging in. Once in your account, you can access. Outlook by clicking on the Outlook icon. And it'll open in a separate tab. One of the features that's very useful. In Outlook is the ability to add contact information for individuals that you communicate. With on a regular basis. You can create, view and edit contacts. Create contact list, and create groups for. Individuals that you communicate with using the. Commands and tools that are available in the People's area within your Outlook account. In this lesson we will review how to create a new contact from scratch. And how to create a contact from. Information in an email you receive from an individual. To begin, we will go to the. People area by clicking on the People. Icon, the navigation area to the left. Here in the People area of your. Outlook account, you have access to the commands and tools that will allow you to create and manage contact information that. You store within your account. To begin creating a new contact, you. Will click on the New Contact button. On the Home tab and select the. First option which is New Contact. You have the option of adding the first and last name, a picture, email address. You can add any chat information, phone. Numbers, addresses. Any additional work fields that. Might apply to information you've captured, categories. And notes to name some of the. Few pieces of information you can store on your contacts. You would add what information you have. At your disposal and then click Save when you're done. So we're going to enter contact information from one of my coworkers that I frequently communicate with on a regular basis. So I'm adding first and last name and email address. That's the information I currently have to. Add to my contact list. So once you've added the information you have, click Save, and once the contact. Is created, it will be saved in your contact folder by default. And you should now see that contact information displayed on the screen. In the contact list you have abbreviation. Of either an image or icon or their initials. If you didn't put an image in. There, it'll just be their initials, first and last name and email address. And in the reading pane, you'll be. Able to see a snapshot of the. Information that you have at your disposal for that contact. Another option, again, you could either click. On the New button again, or you. Can use the keyboard shortcut to create a contact. So this time we're going to do. The keyboard shortcut shift and N and. It'Ll open up our contact pane and. We can add information for the contact. So John is another contact that I communicate with on a regular basis. So I'm going to add his name. And email address to my contact list. So once you have the information added that you have, you click Save. And now that contact has been added. To my contact list, one additional option. That we'll review for creating a new contact. We're going to go back to our. Mail area and we're going to create. A contact for an individual we've communicated with via email. So I'll put my insertion point on. The email address within the body of the message that I received. If you notice here, this small profile. Card will pop open and it will provide some information. To add this contact to my contact. List, I'll click on the More Options. Button, looks like three dots here and. Choose the option Add to Contacts. So our contact window will open, already populated with the information that was in the actual email. So their name and email address and all I have to do to create a contact is click Save, and when. I go back to the People's area, that contact will be added to my contact list. Once you've created Contacts in Outlook, you do have the ability to edit those. Contacts if you have additional information you like to add. Or you can make changes if they. Have any changes to their contact information. So to edit, you can choose to. Select the contact in the list and click the Edit button and it'll open back up the dialog box window and. Then you can add whatever information you. Currently have to their account. So for John, want to add his. Business address, I have his email now. I want to add his business address. So select Business Address and it'll provide. The fields to enter that information. So I'll add that information to his. Contact profile card. And once I've added. The additional information, click Save and then. It should update his contact information. And we should now be able to. See the address here in the Reading view. I can also select a contact, right. Click on the contact and choose to. Edit that way again, open up the dialog box. I'm going to enter Business Address for. Pam. See the information that I've collected. Once I've completed updating account, click Save and that should be updated as well. Another option for editing, I can click. On the More Options button here in. The Reading pane, choose the arrow. I can edit by adding a category. Using that option, or I can scroll. To the bottom and click Edit Contact. To open and edit the contact as well. So if I've identified any additional information, I can add that way as well. So I'm going to add a note. That we're working together, I'm planning a. Conference and then click Save. So definitely a great way to engage with the information that we need to. Interact or communicate with individuals within or. Outside of our organization that we communicate with regularly. So we've looked at options for adding. New contacts, and we've looked at options for editing contacts. The last option we'll review is if you no longer need a contact, you can always delete that information. So to delete, you would select the. Contact you no longer need. You can choose to delete by clicking. The delete button on the ribbon, or. You can right click and choose the option to delete. Either way, if that contact is no longer needed, it can be removed to your list from your list. Once you're done, stay tuned for the. Next lesson where we will review how to create and manage contact groups. Thanks for watching. Bye.

Beginner Provider : Kiwanna Brackett 3 Lessons · 24m in Arabic, German, English, Spanish, French, Portuguese, Chinese

Course Description

Microsoft 365 Outlook provides the option to create, view, and edit contacts, contact lists, and groups to manage an electronic address book. Contacts can be created from scratch or added from email messages you receive. Saving contacts in your Outlook 365 account can help increase productivity and make it easier to maintain relationships within and outside your organization. In these lessons, you will learn how to create contacts and manage contacts in Microsoft 365 Outlook using contact lists and groups. Establishing contact groups can provide a central space for ongoing conversations, file sharing, and collaboration needed to complete projects. We will also review how to manually add contacts to your account and how to edit contact information using the options available in the application. By the end of these lessons, you will have the foundational knowledge needed to create and manage contact information stored in your Outlook account.

What You'll Learn

Create and edit contacts in Microsoft 365 Outlook, both from scratch and from received email messages
Set up and manage contact groups for ongoing conversations, file sharing, and collaboration
Organize and manage contact lists to maintain an electronic address book
Manually add contacts to your Outlook 365 account
Edit contact information using the options available in the application

Key Takeaways

Microsoft 365 Outlook lets you create, view, and edit contacts, contact lists, and groups to manage an electronic address book.
Contacts can be created from scratch or added from email messages you receive.
Saving contacts in Outlook 365 helps increase productivity and makes it easier to maintain relationships within and outside your organization.
Contact groups provide a central space for ongoing conversations, file sharing, and collaboration needed to complete projects.
By the end of the lessons, you will have the foundational knowledge needed to create and manage contact information stored in your Outlook account.

Frequently Asked Questions

What will I learn in this Outlook course?

You will learn how to create and edit contacts, set up and manage contact groups, and organize and manage contact lists in Microsoft 365 Outlook.

Is this course suitable for beginners?

Yes. This is a beginner-level course that provides the foundational knowledge needed to create and manage contact information stored in your Outlook account.

How can I add contacts in Outlook 365?

Contacts can be created from scratch, added from email messages you receive, or added manually to your account, and contact information can be edited using the options available in the application.

What are contact groups used for?

Contact groups can provide a central space for ongoing conversations, file sharing, and collaboration needed to complete projects.

What topics do the lessons cover?

The lessons cover creating and editing contacts in Outlook, creating and managing contact groups, and creating and managing contact lists.