Microsoft Outlook 2007 with Business Contact Manager helps to save time and improve sales and marketing to ensure excellent customer service by providing customer and contact management in one central location. It allows you to easily manage all your contacts, customer information, and opportunities in one location making it easier to find and manage. It also allows you to create marketing campaigns and send them to prospective customers, as well as track any communications with your customers and contacts to ensure you stay organized. This course demonstrates how to setup Business Contact Manager with Accounts, Contacts, Opportunities, and Projects. It also demonstrates how to track and link items to records, as well as share and protect your data in the Business Contact Manager database.
Target Audience
Personnel at all levels of the enterprise; end users seeking competency in the advanced functionality of Microsoft Outlook 2007.
Prerequisites
The Microsoft Office 2007: Beginning Outlook and Advanced Outlook learning paths or equivalent; basic knowledge of word processing and computing; familiarity with the Microsoft Windows and Office environments and an understanding of the Internet.
Lesson Objectives
Getting Started with Business Contact Manager
- distinguish the types of records used in BCM
- recognize the functions of BCM interface elements
Configuring Accounts, Contacts, and Opportunities
- create an Account in BCM in a given scenario
- create a new business contact for an account in a given scenario
- create an opportunity in a given scenario
Creating Accounts and Opportunities in BCM
Creating Marketing Campaigns and Business Projects
- create a Marketing Campaign in a given scenario
- track the results of a Marketing Campaign in a given scenario
- create a business project in a given scenario
Creating a Marketing Campaign and Business Project
Generating Linked Items for BCM Records
- link an account to an opportunity in a given scenario
- link a file to an account in a given scenario
- link a phone log to a record in a given scenario
Managing Linked Items in BCM
- view a communication history in a record in a given scenario
- link an item to more than one record in a given scenario
- move a link to another record in a given scenario
- auto-link an e-mail message to a record in a given scenario
Creating and Managing Linked Items in BCM
Using Reports in BCM
- create a report in a given scenario
- export a report in a given scenario
- launch a Marketing Campaign from a report
Protecting and Sharing Data in BCM
- select a new database for your profile in a given scenario
- delete and restore a database in a given scenario
- export data from a database in a given scenario
Working with BCM Data
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Key Concepts:
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Desktop Certifications, Microsoft, Microsoft Certified Application Specialist Certification, 77-604 Using Microsoft Office Outlook 2007, Desktop Curricula, Microsoft Office 2007, Microsoft Office 2007: Outlook for the Power User
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Course Appears in these Categories:
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• Desktop Certifications >> Microsoft >> Microsoft Certified Application Specialist Certification
• Desktop Skills >> Microsoft Office 2007 >> Microsoft Outlook 2007: Power User
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