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Microsoft Outlook 2010 : Overview of Outlook (part 1) - Messaging, Calendars and Scheduling

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11/29/2012 6:43:02 PM
Outlook was once primarily a tool for managing personal information such as contacts and email, scheduling, and tasks. Today, Outlook 2010 provides all these features but adds the benefits of enhanced collaboration. This collaboration comes in the form of group scheduling, data sharing, shared calendars, Microsoft InfoPath forms integration, and Microsoft SharePoint integration. While the capability to manage your email, contacts, calendar, and tasks is still important, the ability to collaborate with your coworkers and business partners can be even more important.

Outlook 2010 provides a broad range of capabilities to help you manage your entire workday. In fact, a majority of Office system users work in Outlook more than 60 percent of the time. An understanding of the Outlook 2010 capabilities and features is important not only for using the Office system effectively but also for managing your time and projects. The following sections will help you learn to use the features in Outlook 2010 to simplify your workday and enhance your productivity.

Messaging

One of the key features that Outlook 2010 offers is messaging. You can use Outlook 2010 as a client to send and receive email through a variety of services (see Figure 1). Outlook 2010 offers integrated support for the email services covered in the sections that follow.

Note

A client application is one that uses a service provided by another computer, typically a server.

Use Outlook 2010 to create rich-text and multimedia messages.

Figure 1. Use Outlook 2010 to create rich-text and multimedia messages.

Exchange Server

Outlook 2010 integrates tightly with Microsoft Exchange Server, which means that you can take advantage of workgroup scheduling, collaboration, and other features offered through Exchange Server that aren't available with other clients. For example, you can use any POP3 email client (such as Microsoft Outlook Express, Windows Mail, or Windows Live Mail), to connect to a computer running Exchange Server (assuming that the Exchange Server administrator has configured the server to allow POP3), but you're limited to email only. Advanced workgroup and other special features—being able to recall a message before it is read, use public folders, view group schedules, and use managed folders for archiving and retention, for example—require Outlook.

POP3 and IMAP Email

Outlook 2010 provides full support for Internet email servers, which means that you can use Outlook 2010 to send and receive email through mail servers that support the Internet-based POP3 and IMAP standards. What's more, you can integrate Internet mail accounts with other accounts, such as an Exchange Server account, to send and receive messages through multiple servers. For example, you might maintain an account on Exchange Server for interoffice correspondence and use a local Internet service provider (ISP) or other Internet-based email service for messages outside your network; or perhaps you want to monitor your personal email along with your work-related email. In that situation, you would simply add your personal email account to your Outlook 2010 profile and work with both simultaneously. You can then use rules and custom folders to help separate your messages.

.

HTTP-Based Email

Previous versions of Outlook supported email accounts based on the Hypertext Transfer Protocol (HTTP), and while Outlook still technically supports HTTP-based email, it only does so for Hotmail with the Outlook Hotmail Connector, a separate downloadable add-on for Outlook 2010. In addition, Outlook 2010 also supports access through HTTP/HTTPS for Exchange Server accounts through Outlook Anywhere (formerly called RPC-over-HTTP) in Exchange Server. If you have a different HTTP-based email service, contact your mail provider to determine if it offers an add-on to support Outlook 2010.

Text Messaging and Notifications

Outlook 2010 includes built-in support for text messaging, enabling you to send text messages from Outlook just as you send emails. To use this feature, you must have a text messaging service provider configured in Outlook that supports your mobile operator. Then, to send a text message, you simply choose Text Message from the New Items button in the ribbon, compose the text message in the resulting window, choose a recipient or type a mobile number, and click Send (see Figure 2).

Send text messages from Outlook.

Figure 2. Send text messages from Outlook.

In addition to sending text messages through a Short Message Service (SMS) service provider, Outlook 2010 can integrate with messaging and notification features in Exchange Server to send notifications to your mobile phone. For example, Exchange Server can send you notifications when your calendar is updated, send meeting reminders, or send a daily calendar agenda that summarizes your schedule. You can also configure email notifications so that you receive notifications on your mobile device when messages arrive in your Inbox that meet rule criteria that you specify (see Figure 3). For example, you might want to receive a mobile notification when an email arrives with a priority setting of High.

Configure text alerts to your mobile device using email notification rules.

Figure 3. Configure text alerts to your mobile device using email notification rules.

Fax Send and Receive

Outlook 2010 includes a Fax Mail Transport provider, which allows you to send faxes from Outlook 2010 using a fax modem. In addition, third-party developers can provide Messaging Application Programming Interface (MAPI) integration with their fax applications, allowing you to use Outlook 2010 as the front end for those applications to send and receive faxes. Microsoft Windows XP, Windows Vista, and Windows 7 include built-in fax services that support sending and receiving faxes. These fax services can print incoming faxes and deliver a copy to a file folder, but neither will deliver faxes to your Outlook mailbox.

If you need to be able to deliver incoming faxes to your mailbox, you must use a third-party, MAPI-capable fax application. Alternatively, if you use Exchange Server, you can choose a server-side fax application to provide fax support and delivery.

Calendars and Scheduling

Scheduling is another important feature in Outlook 2010. You can use Outlook 2010 to track both personal and work-related meetings and appointments, as shown in Figure 4, whether you are at home or in the office—a useful feature even on a stand-alone computer.

Where the Outlook 2010 scheduling capabilities really shine, however, is in group scheduling. When you use Outlook 2010 to set up meetings and appointments with others, you can view the schedules of your invitees, which makes it easy to find a time when everyone can attend. You can schedule both one-time and recurring appointments. All appointments and meetings can include a reminder with a lead time that you specify, and Outlook 2010 will notify you of the event at the specified time. You can process multiple reminders at one time, a useful feature if you've been out of the office for a while.

Track your schedule with Outlook 2010.

Figure 4. Track your schedule with Outlook 2010.

Outlook 2010 also provides integration with SharePoint calendars, enabling you to view and manage SharePoint calendars in Outlook and synchronize changes between Outlook and SharePoint (for example, create a calendar event in a SharePoint calendar using Outlook). This is a very useful feature that enables you to view group, project, and other types of schedules from multiple sources in a single place—Outlook. Figure 5 shows a SharePoint vacation calendar displayed in Outlook next to my work calendar.

You can integrate SharePoint calendars and other SharePoint content in Outlook.

Figure 5. You can integrate SharePoint calendars and other SharePoint content in Outlook.

Organizing your schedule is also one of the strong suits of Outlook 2010. You can use categories to categorize appointments, events, and meetings; to control the way they appear in Outlook 2010; and to perform automatic processing. Colored labels allow you to identify quickly and visually different types of events on your calendar.

In addition to managing your own schedule, you can delegate control of the schedule to someone else, such as your assistant. The assistant can modify your schedule, request meetings, respond to meeting invitations, and otherwise act on your behalf regarding your calendar. Not only can others view your schedule to plan meetings and appointments (with the exception of items marked personal), but also you can publish your schedule to the web to allow others to view it over an intranet or the Internet, as shown in Figure 6.

You can publish your schedule to the web easily.

Figure 6. You can publish your schedule to the web easily.

 
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