Outlook - Create a collaborative email with Microsoft Loop and Outlook Tutorial
Discover how to create a collaborative email with Microsoft Loop and Outlook. With Loop components, you can seamlessly embed status updates, task lists, and Kanban boards directly within your emails. Learn how to track project progress in real time and enable effective collaboration across teams. Watch now to streamline your project management and enhance team productivity!
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Use Copilot with Right-Click
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
- 01:01
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
- 01:08
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Recover deleted items
- 01:09
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Recall or replace an e-mail message
- 01:45
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Respond to invitations as a delegate
- 02:55
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Use a Shared Mailbox
- 01:18
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
- 00:46
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
- 01:30
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Create a Meeting Poll
- 02:48
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Display Three Time Zones
- 01:52
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View Other Calendars
- 00:50
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Open a Shared Calendar
- 01:29
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Share Your Calendar
- 01:54
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Use the Scheduling Assistant
- 01:42
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Use the Immersive Reader Feature
- 01:33
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Dictate Your Email to Outlook
- 01:35
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Translate Emails in Outlook
- 01:32
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
- 02:32
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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The Bcc Field in Detail
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Save and Print a Message
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Search for Documents
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Objectifs :
This video aims to demonstrate how to effectively use Loop components in Outlook for real-time collaboration on projects, enabling users to manage tasks and updates directly within their emails.
Chapitres :
-
Introduction to Loop Components
Loop components in Outlook allow users to capture and modify ideas, status updates, or questions in real time directly within their emails. This feature eliminates the need to switch between different applications, streamlining the workflow. -
Adding a Loop Component
To add a loop component to a message, follow these steps: 1. Navigate to the message ribbon. 2. Select 'Loop Components'. 3. Choose the desired component from the drop-down list. You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process. -
Using a Kanban Board
For example, consider using a Kanban board for a website creation project. Once the component appears in the email, you can: - Add a title. - Fill in the cards in the 'To Do' column to detail the tasks required for this project. - Assign tasks to team members by entering their respective names in the activities they will need to accomplish. -
Task Assignment and Permissions
When you assign a task to a person, it automatically adds them to the recipient list of the email. By default, a loop component sent via Outlook is shared according to the permissions in place within your organization. While drafting the item, you can adjust who the loop component will be shared with by: 1. Clicking on its name in the upper left corner of the loop component. 2. Selecting the first option to configure the desired permission type. -
Collaborating in Real Time
After composing the email subject, send it to start collaborating. Teams can now complete each task by moving the cards. As the project progresses, changes made to the Kanban board will be visible in real time to all team members, enabling seamless and effective collaboration. -
Tracking Project Progress
To track project progress, you can use the email or the Loop application by clicking on the provided link. It is also possible to share the component in a team's group. To do this: 1. Right-click on the component title. 2. Copy the link. 3. Paste it into a team's chat group. All changes made here will also be visible to other team members already collaborating from the previously sent email. -
Conclusion
By centralizing information and enabling real-time updates, you can manage your projects more smoothly and consistently. The use of Loop components in Outlook enhances collaboration and project management efficiency.
FAQ :
What are loop components in Outlook?
Loop components are interactive elements that allow users to capture and modify ideas, status updates, or questions directly within their emails without needing to switch between different applications.
How do I add a loop component to my email?
To add a loop component, navigate to the message ribbon in Outlook, select 'Loop Components', and choose the desired component from the drop-down list.
What types of components can I insert?
You can insert various types of components, such as a task list to track project status or a Kanban board to visualize and manage the steps of your process.
How do I assign tasks to team members using loop components?
You can assign tasks by entering the names of team members in the activities they need to accomplish. When you assign a task, it automatically adds them to the email's recipient list.
Can I share loop components with my team?
Yes, loop components can be shared with your team. You can adjust sharing permissions in the upper left corner of the loop component and copy the link to share it in a team chat.
Quelques cas d'usages :
Project Management with Kanban Boards
Using loop components, teams can manage projects by creating Kanban boards within emails. This allows for real-time updates and task assignments, improving collaboration and tracking project progress efficiently.
Real-Time Status Updates
Teams can utilize loop components to provide real-time status updates on ongoing projects. By modifying the task list or Kanban board, all team members can see changes instantly, ensuring everyone is on the same page.
Cross-Department Collaboration
Loop components can facilitate collaboration between different departments by allowing users to share project updates and tasks in a centralized manner. This helps in managing inter-departmental projects smoothly.
Remote Team Coordination
For remote teams, loop components enable effective coordination by allowing team members to update tasks and share progress in real time, regardless of their location, thus enhancing productivity.
Glossaire :
Loop Components
Interactive elements within Outlook that allow users to capture and modify ideas, status updates, or questions in real time directly within emails.
Kanban Board
A visual tool used to manage and track tasks in a project, organized into columns representing different stages of the workflow, such as 'To Do', 'In Progress', and 'Done'.
Task List
A list of tasks that need to be completed, often used to track project status and assign responsibilities to team members.
Permissions
Settings that determine who can view or modify a loop component within an organization, ensuring that sensitive information is shared appropriately.
Real Time Collaboration
The ability for multiple users to work on the same document or project simultaneously, with changes being visible to all participants instantly.