Outlook 2007 - Advanced

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Course Description

This course builds on the email and calendaring skills you have already obtained and will provide you with the skills needed to personalize email, organize Outlook items, manage Outlook data files, share and link contacts, save and archive email, create forms, link with Business Contact Manager and work offline and remotely.
1 Day
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Prerequisites

To ensure the successful completion of the Advanced course, the completion of the Intermediate course or equivalent knowledge is recommended.

Advanced Calendar Options

Using the Time Zone Feature
Creating Recurring Appointments
Setting Calendar Options
Adding Holidays to Your Calendar

Advanced Task Options

Creating Recurring Tasks
Assigning Tasks
Sending a Status Report
Marking a Task as Private
Changing Task Options

Advanced Contact Management Options

Showing Additional Fields
Marking a Contact as Private
Using the Communicate Chunk
Sending a Contact as a Business Card

Advanced Mail Options

Setting E-Mail Options
Setting Mail Editor Options
Customizing the Navigation Pane
Customizing the Reading Pane
Customizing the To-Do Bar

Using Categories

Setting up Categories
Assigning a Category to an Item
About Quick Click
Creating Category Search Folders
Upgrading Categories
Using Categories in a View

Linking Items

Linking Files
Linking Outlook Items
Linking a Business Card to an Outlook Item
Using the Journal to Link Items

Custom Forms

Creating Custom Forms
Publishing Custom Forms
Applying Custom Forms to Existing Items
Using the Form Cache

Publishing Your Calendar

Publishing Your Calendar
Searching for Calendars Online
Opening Another User’s Calendar
Using Overlay Mode
Saving Your Calendar

Getting Started

What is Business Contact Manager?
Installing Business Contact Manager
Using Express Setup
Using Advanced Setup

Using Business Contact Manager

Using the Business Contact Manager Dashboard
Viewing Business Contact Manager Folders
Using the Business Contact Manager Menu
Using the Business Contact Manager Toolbar

Working with Business Contact Manager Data

Creating a Database
Removing a Database
Connecting to a Shared Database
Sharing Your Database
Managing Your Database

Getting Help in Business Contact Manager

About the Welcome E-Mail
Using the Dashboard Links
Using “Learn About Business Contact Manager”
Using the Help Menu

Accounts

Opening the Accounts Folder
Creating New Accounts
Editing an Account
Account Views

Business Contacts

Opening the Business Contacts Folder
Creating a Business Contact
Editing a Business Contact
Business Contact Views

Opportunities

Opening the Opportunities Folder
Creating an Opportunity
Editing an Opportunity
Opportunity Views

Business Projects and Project Tasks

Opening the Business Projects and Project Tasks Folders
Creating a New Project with Tasks
Editing Business Tasks and Projects
Viewing Business Tasks and Projects

Communications History and Linking

Creating a History Item
Creating a Business Note in an Item
Creating a Business Note Outside an Item
Viewing the Communication History Folder
Using Link to Record
Using E-mail Auto-Linking