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Microsoft Outlook Advanced
                                                                                                Table of Contents of The Instructor's Guide

Section 1: Advanced Information Management Tools ................................................................. 1

Lesson 1.1: Advanced Calendar Options.............................................................................................. 2

Using the Time Zone Feature ............................................................................................................................... 2

Creating Recurring Appointments ....................................................................................................................... 4

Setting Calendar Options ................................................................................................................................... 6

Adding Holidays to Your Calendar ...................................................................................................................... 8

Step-By-Step ..................................................................................................................................................... 10

Skill Sharpener ................................................................................................................................................. 20

Lesson 1.2: Advanced Task Options ................................................................................................... 21

Creating Recurring Tasks ................................................................................................................................ 21

Assigning Tasks ................................................................................................................................................ 22

Sending a Status Report ................................................................................................................................... 24

Marking a Task as Private ............................................................................................................................... 25

Changing Task Options .................................................................................................................................... 26

Step-By-Step ..................................................................................................................................................... 27

Skill Sharpener ................................................................................................................................................. 33

Lesson 1.3: Advanced Contact Management Options ....................................................................... 34

Showing Additional Fields ............................................................................................................................... 34

Marking a Contact as Private ............................................................................................................................ 35

Using the Communicate Group .......................................................................................................................... 35

Sending a Contact as a Business Card ............................................................................................................... 36

Step-By-Step ..................................................................................................................................................... 38

Skill Sharpener ................................................................................................................................................. 45

Lesson 1.4: Advanced Mail Options.................................................................................................... 46

Setting E-Mail Options ..................................................................................................................................... 46

Setting Mail Editor Options ............................................................................................................................... 48

Customizing the Navigation Pane ...................................................................................................................... 51

Customizing the Reading Pane .......................................................................................................................... 52

Customizing the To-Do Bar ............................................................................................................................... 53

Step-By-Step ..................................................................................................................................................... 54

Skill Sharpener ................................................................................................................................................. 63

Section 1: Case Study ........................................................................................................................... 64

Section 1: Review Questions ................................................................................................................ 65

Section 2: Advanced Topics ......................................................................................................... 67

Lesson 2.1: Using Categories ............................................................................................................... 68

Setting up Categories ....................................................................................................................................... 68

Assigning a Category to an Item ........................................................................................................................ 70

About Quick Click ............................................................................................................................................ 72

Creating Category Search Folders .................................................................................................................... 73

Upgrading Categories ...................................................................................................................................... 75

Using Categories in a View ............................................................................................................................... 76

Step-By-Step ..................................................................................................................................................... 78

Skill Sharpener ................................................................................................................................................. 86

Lesson 2.2: Linking Items .................................................................................................................... 87

Linking Files .................................................................................................................................................... 87

Linking Outlook Items ...................................................................................................................................... 88

Linking a Business Card to an Outlook Item ..................................................................................................... 89

Using the Journal to Link Items ......................................................................................................................... 91

Step-By-Step ..................................................................................................................................................... 94

Skill Sharpener ............................................................................................................................................... 101

Lesson 2.3: Custom Forms ................................................................................................................. 102

Creating Custom Forms ................................................................................................................................. 103

Publishing Custom Forms ............................................................................................................................... 110

Using Custom Forms ..................................................................................................................................... 111

Applying Custom Forms to Existing Items ....................................................................................................... 116

Using the Form Cache ................................................................................................................................... 125

Step-By-Step ................................................................................................................................................... 128

Skill Sharpener ............................................................................................................................................... 148

Lesson 2.4: Publishing Your Calendar ............................................................................................. 149

Publishing Your Calendar.............................................................................................................................. 149

Searching for Calendars Online ...................................................................................................................... 153

Opening another User’s Calendar ................................................................................................................... 153

Using Overlay Mode ...................................................................................................................................... 155

Saving Your Calendar .................................................................................................................................... 159

Step-By-Step ................................................................................................................................................... 161

Skill Sharpener ............................................................................................................................................... 168

Section 2: Case Study ......................................................................................................................... 169

Section 2: Review Questions .............................................................................................................. 170

Section 3: Configuring Business Contact Manager ................................................................. 172

Lesson 3.1: Getting Started ................................................................................................................ 173

What is Business Contact Manager? ............................................................................................................... 173

Installing Business Contact Manager .............................................................................................................. 174

Using Express Setup ....................................................................................................................................... 176

Using Advanced Setup.................................................................................................................................... 180

Step-By-Step ................................................................................................................................................... 182

Skill Sharpener ............................................................................................................................................... 189

Lesson 3.2: Using Business Contact Manager .................................................................................. 190

Using the Business Contact Manager Dashboard ........................................................................................... 191

Viewing Business Contact Manager Folders ................................................................................................... 192

Using the Business Contact Manager Menu .................................................................................................... 193

Using the Business Contact Manager Toolbar ................................................................................................ 195

Step-By-Step ................................................................................................................................................... 196

Skill Sharpener ............................................................................................................................................... 200

Lesson 3.3: Working with Business Contact Manager Data .......................................................... 201

Creating a Database ...................................................................................................................................... 201

Removing a Database .................................................................................................................................... 202

Connecting to a Shared Database .................................................................................................................... 203

Sharing Your Database .................................................................................................................................. 205

Managing Your Database ............................................................................................................................... 212

Step-By-Step ................................................................................................................................................... 213

Skill Sharpener ............................................................................................................................................... 222

Lesson 3.4: Getting Help in Business Contact Manager ................................................................. 223

About the Welcome E-Mail .............................................................................................................................. 223

Using the Dashboard Links .............................................................................................................................. 224

Using "Learn About Business Contact Manager" ........................................................................................... 225

Using the Help Menu ..................................................................................................................................... 226

Step-By-Step ................................................................................................................................................... 228

Skill Sharpener ............................................................................................................................................... 235

Section 3: Case Study ......................................................................................................................... 236

Section 3: Review Questions .............................................................................................................. 237

Section 4: Using Business Contact Manager............................................................................ 239

Lesson 4.1: Accounts .......................................................................................................................... 240

Opening the Accounts Folder ........................................................................................................................... 241

Creating New Accounts .................................................................................................................................. 242

Editing an Account ......................................................................................................................................... 244

Account Views ................................................................................................................................................ 245

Step-By-Step ................................................................................................................................................... 247

Skill Sharpener ............................................................................................................................................... 252

Lesson 4.2: Business Contacts ........................................................................................................... 253

Opening the Business Contacts Folder ............................................................................................................ 253

Creating a Business Contact ............................................................................................................................ 254

Editing a Business Contact .............................................................................................................................. 255

Business Contact Views.................................................................................................................................. 257

Step-By-Step ................................................................................................................................................... 259

Skill Sharpener ............................................................................................................................................... 264

Lesson 4.3: Opportunities .................................................................................................................. 265

Opening the Opportunities Folder ................................................................................................................... 265

Creating an Opportunity ................................................................................................................................ 266

Editing an Opportunity .................................................................................................................................. 268

Opportunity Views .......................................................................................................................................... 269

Step-By-Step ................................................................................................................................................... 271

Skill Sharpener ............................................................................................................................................... 277

Lesson 4.4: Business Projects and Project Tasks ............................................................................. 278

Opening the Business Projects and Project Tasks Folders .............................................................................. 278

Creating a New Project with Tasks .................................................................................................................. 279

Editing Business Tasks and Projects ................................................................................................................ 282

Viewing Business Tasks and Projects .............................................................................................................. 282

Step-By-Step ................................................................................................................................................... 284

Skill Sharpener ............................................................................................................................................... 292

Lesson 4.5: Communications History and Linking ......................................................................... 293

Creating a History Item ................................................................................................................................. 293

Creating a Business Note in an Item ................................................................................................................ 296

Creating a Business Note Outside an Item ....................................................................................................... 297

Viewing the Communication History Folder.................................................................................................... 298

Using Link to Record ..................................................................................................................................... 299

Using E-mail Auto-Linking .............................................................................................................................. 302

Step-By-Step ................................................................................................................................................... 307

Skill Sharpener ............................................................................................................................................... 312

Section 4: Case Study ......................................................................................................................... 313

Section 4: Review Questions .............................................................................................................. 314

Index ......................................................................................................................................... 317