Microsoft Office Outlook 2007 - Advanced Course Outline

Microsoft Office Outlook 2007 - Advanced

Section 1: Advanced Information Management Tools

Lesson 1.1: Advanced Calendar Options

Using the Time Zone Feature

Creating Recurring Appointments

Setting Calendar Options

Adding Holidays to Your Calendar


Skill Sharpener

Lesson 1.2: Advanced Task Options

Creating Recurring Tasks

Assigning Tasks

Sending a Status Report

Marking a Task as Private

Changing Task Options


Skill Sharpener

Lesson 1.3: Advanced Contact Management Options

Showing Additional Fields

Marking a Contact as Private

Using the Communicate Group

Sending a Contact as a Business Card


Skill Sharpener

Lesson 1.4: Advanced Mail Options

Setting E-Mail Options

Setting Mail Editor Options

Customizing the Navigation Pane

Customizing the Reading Pane

Customizing the To-Do Bar


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: Advanced Topics

Lesson 2.1: 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


Skill Sharpener

Lesson 2.2: Linking Items

Linking Files

Linking Outlook Items

Linking a Business Card to an Outlook Item

Using the Journal to Link Items


Skill Sharpener

Lesson 2.3: Custom Forms

Creating Custom Forms

Publishing Custom Forms

Using Custom Forms

Applying Custom Forms to Existing Items

Using the Form Cache


Skill Sharpener

Lesson 2.4: Publishing Your Calendar

Publishing Your Calendar

Searching for Calendars Online

Opening another User's Calendar

Using Overlay Mode

Saving Your Calendar


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Configuring Business Contact Manager

Lesson 3.1: Getting Started

What is Business Contact Manager?

Installing Business Contact Manager

Using Express Setup

Using Advanced Setup


Skill Sharpener

Lesson 3.2: 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


Skill Sharpener

Lesson 3.3: Working with Business Contact Manager Data

Creating a Database

Removing a Database

Connecting to a Shared Database

Sharing Your Database

Managing Your Database


Skill Sharpener

Lesson 3.4: 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


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Using Business Contact Manager

Lesson 4.1: Accounts

Opening the Accounts Folder

Creating New Accounts

Editing an Account

Account Views


Skill Sharpener

Lesson 4.2: Business Contacts

Opening the Business Contacts Folder

Creating a Business Contact

Editing a Business Contact

Business Contact Views


Skill Sharpener

Lesson 4.3: Opportunities

Opening the Opportunities Folder

Creating an Opportunity

Editing an Opportunity

Opportunity Views


Skill Sharpener

Lesson 4.4: 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


Skill Sharpener

Lesson 4.5: 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


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions


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