Microsoft® Word for Office 365™ (Desktop or Online): Intermediate

Course Specifications

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Course Length:

1 day

Course Description

Overview:

After you master the basics of using Microsoft® Word such as creating, editing, and saving documents; navigating through a document; and printing, you’re ready to move on to tackling the more advanced features. These features enable you to create complex and professional documents with a consistent look and feel. They also enable you to automate tedious tasks such as preparing a letter to send to every customer of your organization.

Creating professional-looking documents can help you give your organization a competitive edge. Implementing time-saving features such as document templates and automated mailings helps your organization reduce expenses. Mastering these techniques will make you a valued employee in your organization.

Note: Most Office users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will also enable you to access and effectively utilize many web-based resources provided with your Microsoft 365 subscription. This includes brief coverage of key skills for using Word for the Web and OneDrive®. Helpful notes throughout the material alert you to cases where the online version of the application may function differently from the primary, desktop version.

Course Objectives:

In this course, you will learn fundamental Word skills.

You will:

• Organize content using tables and charts.
• Customize formats using styles and themes.
• Insert content using Quick Parts.
• Use templates to automate document formatting.
• Control the flow of a document.
• Simplify and manage long documents.
• Use mail merge to create letters, envelopes, and labels.

Target Participant:

This course is designed for participants who wish to use Microsoft Word to create and modify complex documents and use tools that allow them to customize those documents.

Prerequisites:

To ensure your success, you should have end-user skills with any current version of Windows®, including being able to start programs, switch between programs, locate saved files, close programs, and access websites using a web browser. In addition, you should be able to navigate and perform common tasks in Word, such as opening, viewing, editing, and saving documents; formatting text and paragraphs; formatting the overall appearance of a page; and creating lists and tables. To meet this prerequisite, you can take any one or more of the following Logical Operations courses:

• Using Microsoft® Windows® 10 (Second Edition)
• Microsoft® Word for Office 365™ (Desktop or Online): Basic

Course-Specific Technical Requirements

Hardware:

For this course, you will need one computer for each participant and one for the instructor. Each computer will need the following minimum hardware configurations:

• 1 gigahertz (GHz) 64-bit (x64) processor.
• 2 gigabytes (GB) of Random Access Memory (RAM).
• 32 GB available storage space.
• Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
• Keyboard and mouse or a compatible pointing device.
• Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
• IP addresses that do not conflict with other portions of your network.
• Internet access (contact your local network administrator).
• (Instructor computer only) A display system to project the instructor’s computer screen.

Software:

• Microsoft® Windows® 10 Professional or Enterprise
• Microsoft® 365™ license (which provides the Microsoft Office apps)

NOTE: The Microsoft 365 plan you use depends on the licensing available in your environment. If you wish to use a trial version, Microsoft 365 Business Standard is acceptable. This course was not tested with Microsoft 365 Family or Microsoft 365 Personal; some features might not be available in these editions.

• If necessary, software for viewing the course slides. (Instructor machine only.)

Course Content

Lesson 1: Organizing Content Using Tables and Charts

• Topic A: Sort Table Data
• Topic B: Control Cell Layout
• Topic C: Perform Calculations in a Table
• Topic D: Create a Chart
• Topic E: Add an Excel Table to a Word Document

Lesson 2: Customizing Formats Using Styles and Themes

• Topic A: Create and Modify Text Styles
• Topic B: Create Custom List or Table Styles
• Topic C: Apply Document Themes

Lesson 3: Inserting Content Using Quick Parts

• Topic A: Insert Building Blocks
• Topic B: Create and Modify Building Blocks
• Topic C: Insert Fields Using Quick Parts

Lesson 4: Using Templates to Automate Document Formatting

• Topic A: Create a Document Using a Template
• Topic B: Create and Modify a Template
• Topic C: Manage Templates with the Template Organizer

Lesson 5: Controlling the Flow of a Document

• Topic A: Control Paragraph Flow
• Topic B: Insert Section Breaks
• Topic C: Insert Columns
• Topic D: Link Text Boxes to Control Text Flow

Lesson 6: Managing Long Documents

• Topic A: Insert Blank and Cover Pages
• Topic B: Insert an Index
• Topic C: Insert a Table of Contents
• Topic D: Insert an Ancillary Table
• Topic E: Manage Outlines
• Topic F: Create a Master Document

Lesson 7: Using Mail Merge to Create Letters, Envelopes, and Labels

• Topic A: Use Mail Merge
• Topic B: Merge Data for Envelopes and Labels

Course Delivery

The course methodology for face-to-face sessions employs a dynamic blend of interactive lectures, collaborative discussions, and hands-on workshops. Participants will engage in real-world case studies, practical exercises, and group activities to reinforce theoretical concepts, fostering a rich learning environment that encourages active participation and skill application.