Microsoft 365: Outlook Advanced: Advanced Contacts

Name: Microsoft 365: Outlook Advanced: Advanced Contacts
Author: Kiwanna Brackett

Format contact cards and share contact information

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Course: On-Demand

Hello, my name is Kowana. In these lessons, you will learn about advanced contacts. When you select the name or picture of a contact person that you've communicated with, you can find information in what is called a profile card. The profile card is also referred to as a contact card or people card. To see the profile card in Outlook, you will go to the mail area and select the name or the picture icon of a person that you've communicated with, and their profile card will open up. If the contact person has not been added to your contact list, you'll have the opportunity to add them as a contact and also update their profile card. When you click on the profile card, the contact information that you will see is the name, email address, and any other contact information you may have if you've saved the contact person in your Outlook account. You will see any email communication that you've received or sent to that person and any files that you have shared or they've shared with you. If you would like to, you can contact that person directly from the profile card by selecting the contact option and clicking on their email address to send an email. You can also click on the email tab to see any email communication. You can open it up and reply to any information you've received or sent to them. You can access any files that have been shared and save those files or use those files. You can also access any LinkedIn information if the person has a LinkedIn account by connecting your LinkedIn account to your Microsoft account. When you click on the LinkedIn option, if you have not connected your LinkedIn account, it will prompt you to sign in to LinkedIn. And then you can click continue to access more information about this person on LinkedIn. You can update the profile by clicking on update profile. And you can add this profile to a favorites list and export any data you desire. If you have saved this contact to your contact area in your Outlook account, you can see any additional information that you've added by clicking on their profile card. You can also choose to edit the profile card and any additional information that you might not have included. So in this case, I've saved the contact, but I have not added any additional contact information for this person. So I can choose to add any of this contact information to the profile card for this contact. I can add a category that lets me group that contact based on the relationship that they have with others in my contact area. I can even add notes to the contact by clicking in a note section and adding any notes that will help me in keeping up with any important information that I will need to know about this contact. So you'll type in whatever message you desire to see as far as notes that would be relevant for this contact. And any additional information that you want to add an update you can add and then click say to apply those changes. You can also access the profile cards by going to the people area. And once here, when you select a contact, their contact profile will appear to the right of this screen. Again, you have the option to make any edits or changes to the profile card and access the same information that we referenced. In regards to emails you've received, files that have been shared in any LinkedIn profile. Here you'll also again be able to send an email directly from the contact area using the profile card. You can also send a chat message if you want to chat with that person in your Microsoft 365 account. You again have the option to add a category and then you also have the option to add a picture. So instead of their initials appearing, if you want a picture of that person to be added, you can add a picture to their profile card if you have one already. So to do so, you will click edit contact and then click on the picture icon and you will upload a new photo. You can add it here to this area and kind of move it around so that the image appears exactly the way you desire it to. And then click apply once the image has been selected. This is a great way to help you ensure that you have all of the relevant information you need to track and to make contact with any individuals that you are engaged with on a regular basis. Stay tuned for the next lesson where I'll show you how to forward contact business cards. Thanks for watching.

Advanced Provider : Kiwanna Brackett 5 Lessons · 24m in English

Course Description

In these lessons, you will learn how to format and share contact information stored in your account. We will explore what information can be stored in your contact card, how to edit and share the information, and how to connect with other applications such as Excel and Word. When creating contact cards, you can capture all the information necessary for engaging with your contacts. Sending contact information as an e-mail attachment sends the contact card with complete information about the contact person. We will explore how to export and import contacts into a CSV file format using Excel. Contact files exported into an Excel file can be used offline and can be imported into another e-mail account. We will also demonstrate how to send an e-mail to a large group of individuals using the mail merge feature. Mail merge provides an opportunity to connect your contacts in a Word document to send the same message to multiple contacts simultaneously.

What You'll Learn

Customize and format contact card information in Outlook
Share contact information via e-mail and other advanced options
Forward contact business cards as e-mail attachments
Export and import contacts using Excel and CSV file format
Send e-mail messages using the mail merge feature and contact lists
Link contacts in Outlook 365

Key Takeaways

Contact cards can capture all the information necessary for engaging with your contacts.
Sending contact information as an e-mail attachment sends the contact card with complete information about the contact person.
Contacts exported into an Excel file can be used offline and imported into another e-mail account.
Mail merge connects your contacts in a Word document to send the same message to multiple contacts simultaneously.
Outlook contacts can connect with other applications such as Excel and Word.

Frequently Asked Questions

What will I learn in this course?

You will learn how to format and share contact information stored in your account, what information can be stored in your contact card, how to edit and share that information, and how to connect with other applications such as Excel and Word.

Does this course cover exporting and importing contacts?

Yes. It explores how to export and import contacts into a CSV file format using Excel, so contact files can be used offline and imported into another e-mail account.

How does this course cover sending e-mail to a large group?

It demonstrates how to send an e-mail to a large group of individuals using the mail merge feature, which connects your contacts in a Word document to send the same message to multiple contacts simultaneously.

What skills are associated with this course?

The course is associated with Microsoft Outlook, Microsoft Office 365, and Microsoft Office Specialist Master skills.

What topics do the lessons cover?

The lessons cover formatting a contact business card, forwarding contact business cards, exporting and importing contacts using Excel, using mail merge to send messages, and linking contacts in Outlook 365.