Learning outcomes
- Explain how to create and maintain useful contact records.
- Complete the guided practice safely.
- Check that you can find the contact from Mail and Calendar.
Microsoft Outlook
Outlook People and Contacts
Learn to create and maintain useful contact records and find the contact from Mail and Calendar in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a training message, appointment or contact where possible. Never send test messages containing private customer information.
Step-by-step instructions
- Open Outlook Mail, Calendar or People as directed and confirm you are using the intended account.
- Add a sample contact and contact list.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: find the contact from Mail and Calendar.
- Check the recipient, date, time zone, sharing scope and reminder before completing the activity.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Add a sample contact and contact list. Your expected result is to find the contact from Mail and Calendar.