RMD Training - Hull

 

RMD Business Outlook 2007 Advanced Syllabus

 

This course is designed for delegates who have strong experience of using Microsoft Outlook 2007 and want to learn the advanced features to allow them to work even more efficiently.

 

If the course syllabus does not entirely match your requirements, please contact us as we are able to customise it to your needs.

 

This course has a duration of 1 day.

 

Advanced Information Management Tools

 

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
  • Customising the Navigation Pane
  • Customising the Reading Pane
  • Customising the To-Do Bar

     

    Advanced Topics

     

    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

     

    Configuring Business Contact Manager

     

    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

     

    Using Business Contact Manager

     

    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

     

     

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