Home / Non-Accredited / Microsoft Office & Computer Skills / Microsoft Office All-in-One: Word, Excel, PowerPoint, Outlook and OneNote (5 days)
Quick Look Course Summary:Microsoft Office All-in-One: Word, Excel, PowerPoint, Outlook and OneNote (5 days)
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Length: 5 day(s)
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Price (at your venue): 1 Person R 24,340 EX VAT 3 Person R 18,428 EX VAT 10 Person R 13,286 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
PowerPoint 2016 Essentials – self-paced online, 6 months’ access: R1,250 per learner (ex VAT); teams of 10 or more pay less.
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Microsoft Office All-in-One: Word, Excel, PowerPoint, Outlook and OneNote (5 days)
One person, one week, the whole suite: a staff member who can produce the document, the spreadsheet, the presentation, the inbox and the meeting notes without help.
HR and operations managers rarely need a specialist; they need one person who can handle every Office application that lands on their desk. This five-day Microsoft Office course does exactly that: one application a day – Word, Excel, PowerPoint, Outlook and OneNote – taught hands-on with South African workplace examples. It is the natural step up from a basic computer course, and a practical way to close a gap flagged in a training needs analysis or in your Workplace Skills Plan.
The Word and Excel days assume delegates already open, type and save in those programs, and take them to a confident intermediate level: styles, long documents, track changes and templates in Word; data validation, Power Query, logical and dynamic array functions, PivotTables and charts in Excel. The PowerPoint, Outlook and OneNote days start from the beginning: a well-designed presentation, an inbox, calendar and task list under control, and a shared notebook for meeting notes and actions.
Every delegate works at a computer throughout, on exercises built from the documents, spreadsheets and emails South African offices actually produce. The result is a staff member who is productive across the whole Microsoft 365 suite – skills used the next morning, not theory.
Why this course
For your organisation
- One booking covers the whole suite for a new hire, a promoted administrator or a returning employee
- Consistent documents, spreadsheets and presentations across the team
- Fewer hours lost to manual formatting, retyped data and overflowing inboxes
- A structured answer to a skills gap in your training needs analysis or Workplace Skills Plan
- Each day can be booked on its own for staff who only need one application
For your delegates
- Intermediate Word and Excel skills that most self-taught users never pick up
- A presentation, an inbox and a notebook set up properly during the week
- Hands-on practice every day, with a workbook and quick-reference guide per application
- The confidence to take on any Office task a manager hands over
What delegates will be able to do
- Format Word documents with styles, themes, tables and graphics, and build long documents with a table of contents and cross-references
- Review and share Word documents using comments, track changes, co-authoring and version history, and create templates and fillable forms
- Clean and validate Excel data, import it with Power Query and write formulas with IF, AND, OR, IFERROR, TEXT, FILTER, SORT and UNIQUE
- Summarise Excel data with tables, PivotTables, slicers, conditional formatting and charts, and protect and share a workbook
- Build a PowerPoint presentation with a consistent design, pictures, tables, charts, video and animation, and present or record it
- Write, organise and secure email in Outlook with folders, categories, flags, rules, Quick Steps and phishing awareness
- Manage appointments, meetings, shared calendars and tasks in Outlook
- Set up a OneNote notebook for a team or project and capture, tag, find and share notes and actions
Who should attend
New employees, administrators, personal assistants, coordinators, junior managers and anyone being moved into a desk-based role who needs to be productive across the whole Microsoft 365 suite in one week. Delegates should already be comfortable with Windows and the basics of Word and Excel; complete beginners should start with Introduction to Computers and Microsoft Office Basics (2 days). HR, L&D and operations managers book it for onboarding and to close gaps found in a training needs analysis.
Course outline
Day 1 – Microsoft Word – intermediate
Formatting that is fast and consistent
- Word styles: why they matter and how to modify and create them
- Numbering, bullets and multilevel lists for policies and procedures
- Format Painter and clearing formatting from pasted text
- Themes and style sets for a company look
- AutoSave, file formats and restoring an earlier version
Tables, charts and graphics
- Inserting and formatting tables; merging and splitting cells; sorting table data
- Formulas in tables and a header row that repeats across pages
- Controlling where a table breaks and how it sits on the page
- Charts inside a document
- Images, icons and shapes; text wrapping, positioning and grouping
Page design
- Margins, orientation and paper size
- A cover page, section breaks and a two-column layout
- Page numbers, headers and footers that differ from one section to the next
- Borders, shading and watermarks
- SmartArt for structures and processes
Long and structured documents
- Headings, the Navigation Pane and Outline view
- A table of contents that updates itself
- Bookmarks, hyperlinks and cross-references
- Footnotes, citations and a bibliography
Reviewing and working together
- Spelling, grammar and the Editor; Read Aloud and Immersive Reader
- The Accessibility Checker
- Comments with mentions, and resolving them
- Track Changes: reviewing, accepting and rejecting edits
- Sharing from OneDrive, co-authoring and viewing document versions
Templates, forms and personal set-up
- Using and customising templates for letters, memos and reports
- Fillable forms with content controls, and protecting them
- Building blocks and AutoText for standard clauses and signatures
- Customising the ribbon, the Quick Access Toolbar and Word's options
Day 2 – Microsoft Excel – intermediate
Working with data properly
- Entering and editing data efficiently; Flash Fill, Text to Columns and Remove Duplicates
- Data validation and drop-down lists to stop bad entries
- Sorting and filtering, including dynamic array results
- Importing and tidying data with Power Query – the monthly export from payroll or the ERP
- Pictures in cells with the IMAGE function
Formulas that scale
- Relative, absolute and mixed references
- SUM, AVERAGE and COUNT in minutes, then IF, AND, OR and IFERROR
- Text and date functions: TEXT, CONCAT and TODAY for ageing and deadlines
- Dynamic array functions: FILTER, SORT, UNIQUE and SEQUENCE
- Named ranges that make formulas readable
Everyday business workbooks
- A budget and expense tracker
- Schedules, calendars and a simple Gantt chart for a project
- Tracking stock and sales
- Starting from a built-in template
Tables, PivotTables and conditional formatting
- Excel tables: creating, formatting and summarising
- PivotTables to answer questions in seconds
- Slicers and timelines for an interactive report
- Conditional formatting rules that show the story in the numbers
Charts and visuals
- Column, line and pie charts; titles, legends and data labels
- Charts that grow with dynamic arrays
- Pivot charts for reporting
- Sparklines and map charts
Sharing, protecting and working faster
- Sharing a workbook, permissions, co-authoring, comments and version history
- Protecting sheets and workbooks, locking cells and encrypting a file
- Checking formulas with trace precedents, trace dependents and Evaluate Formula
- Keyboard shortcuts, freeze panes, Find and Replace and Go To Special
- Print set-up, page layout and exporting to other formats
Day 3 – Microsoft PowerPoint – beginners
Building a presentation
- The interface, start screen and recent files
- A new presentation from a theme; themes and slide layouts; saving
- Adding, duplicating and deleting slides; sections, Outline view and Slide Sorter
Slide design and the Slide Master
- Styles, colours, fonts and effects
- Grids and guides for alignment
- The Slide Master and consistent branding on every slide
Text, SmartArt, pictures, tables and charts
- Text boxes, fonts, alignment, spacing, lists and text effects
- SmartArt for a process or a team structure
- Pictures, stock images, shapes, icons, cropping, transparency and filters
- Tables and charts, including a chart linked to Excel
Media, animation and transitions
- Video with captions, and audio
- Animations and the Animation Pane
- Transitions and Morph
Presenting, recording and sharing
- Rehearsed timings, narration, custom shows and kiosk mode
- Presenter View, laser pointer and ink
- Recording with voice and video
- Co-authoring, comments, sharing through OneDrive, exporting to video or PDF and protecting the file
- The Accessibility Checker and keyboard shortcuts
Day 4 – Microsoft Outlook – beginners
Getting started with Outlook
- The interface and first-time set-up; what Outlook does beyond email
- Adding accounts, switching between them and account settings; account types and common problems
- Customising the workspace and your contacts list
Email that gets read
- Writing clear, short emails with a sensible subject line
- Formatting, signatures, attachments and links – sharing a OneDrive link instead of a large file
- Scheduling an email to send later
- Templates and Quick Parts for the emails you send every week
An inbox under control
- Folders and subfolders; sorting and filtering
- Categories and flags for follow-up
- Rules and Quick Steps for the repetitive filing
- Searching properly; search tips and shortcuts; custom alerts
- Dealing with old mail: archive and auto-archive
Security and privacy
- Outlook's built-in security features and two-factor authentication
- Junk mail and blocked senders
- Spotting phishing: the fake bank, SARS and courier emails doing the rounds
- A regular review of your security settings
Calendar and tasks
- Appointments, meetings and recurring events; managing invitations
- Colour-coding, categories, time zones and calendar views
- Tasks and the To-Do list: reminders, priorities and due dates
- Delegating tasks and organising them in folders
Working with colleagues
- Sharing calendars and contacts
- Mentions, and collaborating on attachments from OneDrive or SharePoint
- Conditional formatting and custom views for a busy mailbox
- Offline mode, and giving a colleague delegate access
Day 5 – Microsoft OneNote – the one-day course
OneNote and how it is organised
- What OneNote is and the desktop app compared with the web version
- Creating and opening notebooks; saving and syncing across devices
- Notebooks for projects, sections and section groups, pages and subpages
- A structure that colleagues can navigate
Capturing notes
- Typing, formatting with colours, fonts and styles; lists and indents
- Tags and date and time stamps
- Pictures, screen clippings, file printouts, attachments, tables and links
- Checklists for actions and to-do items
- Recording audio while taking notes; video and other content
Drawing and templates
- The Draw tab: pen, finger or mouse; highlighting; shapes and lines
- Converting handwriting to text
- Built-in and custom page templates; a default template for a section
Finding things
- Search and filtering results
- Custom tags and a summary of tagged notes – every open action on one page
- Recent changes and edits
Protecting notes and working faster
- Backing up, recovering deleted pages and sections
- Password-protecting a section; exporting to PDF; printing
- Shortcuts, ribbon customisation, page backgrounds, Quick Notes and pinned pages
- Reducing clutter
How it is delivered
Five days, 08:30-16:00, usually one working week but the days can be spread out. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20, each at their own computer with Microsoft 365 (Word, Excel, PowerPoint, Outlook and OneNote). Laptops with the software can be supplied on request. Workbook, practice files and a quick-reference guide for each application included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“The facilitator effectively encouraged participation and used practical examples, discussions and interactive activities to ensure that the concepts were understood and could be applied in the workplace.”
“Business Optimization Training Institute facilitated Microsoft Excel Training for our company. The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training.”
“The training was very informative and practical, leaving our employees feeling confident in their ability to leverage Excel more effectively.”
Frequently asked questions
What should delegates know before the course?
Windows, files and folders, and the basics of Word and Excel – opening, typing, saving and simple formatting. The Word and Excel days build on that; the PowerPoint, Outlook and OneNote days start from the beginning. Complete beginners should take Introduction to Computers and Microsoft Office Basics (2 days) first.
Can we swap or drop a day?
Yes. Each day is a standalone one-day course, so you can leave out an application or replace it with another – Microsoft Access Beginners (1 day), for example – and we quote for the days you book.
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online. Laptops with the software can be supplied on request.
How many people can attend?
From one delegate to groups of about 20, each at their own computer. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance. If you need an accredited route, ask us about BOTI's End User Computing skills programmes (QCTO accreditation pending).
Which version of Office do you teach?
Microsoft 365 (Office 2024). Most of the content also applies to Office 2019 and 2021; a few newer Excel functions and collaboration features need Microsoft 365.
Related courses
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Monday to Friday, 08:00–17:00. After hours, we reply on the next working day – or call 011 882 8853.