MCG University

Creating Rules on Microsoft 365

In this course of MCG University, we walk through how to create Rules in Microsoft 365. We show you how you can get this done through the online Outlook application. Note, this feature will replicate to your Microsoft Outlook as well.

Getting Started

  • Open Outlook on the Microsoft 365 Portal
  • Navigate to the gear on the upper-right hand corner
  • Scroll down and click on “View all Outlook Settings

Accessing Settings on Microsoft 365 Outlook

  • Settings dialog pops-up > Click on Mail > Rules

Accessing Settings continued

  • Click + Add New Rule
  • Fill out the REQUIRED fields accordingly
  • Click on the drop-down to choose Condition
  • After you have filled in each required field accordingly, click on Save and check off Stop Processing More Rules
  • For example, here we have a created Rule to move John Doe emails to Archive folder
  • Note, this feature will replicate to your Microsoft Outlook as well