- #Ms outlook 2010 tutorial pdf install#
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We wish it was more widely available, and hope Microsoft does release it for other editions of Office. If you need to keep up with business contacts, track marketing projects, and keep your sales information together, Business Contact Manager is a great tool that turns Outlook into a nice CRM tool. This makes it easy to keep up with your projects and records, no matter what you’re working with. Here’s the new Business Contact Manager pane in the Word 2010 File menu, which lets you directly link a document to a record or use it to create a new marketing activity. You can also import existing business data from ACT! or QuickBooks directly into BCM from the Options pane.īusiness Contact Manager is also automatically integrated into many of the other Office apps. Here you can backup your business data and change your BCM settings. You’ll also see a new Business Contact Manager pane in the Outlook File menu. When you’re reading an email, you’ll see options to create a new record or add the email to an existing one. It’s fully integrated with Office, so you can include relevant Office files in your projects.īusiness Contact Manager isn’t just restricted to one part of Outlook once you’ve got it installed, it’s fully integrated throughout the program. This is a great way to track everything in your company, whether you’re a freelancer or running a full-sized business.īCM also includes a great project manager that you can use to keep all the activities in your company organized. You can then sort your contacts by project, listing their payments, orders, and more. You can then add detailed sales opportunity info, and follow up when you make a sell or purchase. You’ll be greeted with a Business Contact Manager setup screen, where you can choose setup quickly with default settings or start a custom setup where you can tweak your account. Once the installation is finished, run Outlook to finish the setup.
#Ms outlook 2010 tutorial pdf install#
Close the programs, and then re-launch the setup to install Business Contact Manager. If any Office apps are open, you’ll be prompted to exit them before continuing with setup. Note that you’ll need to have all Office applications closed during the setup. The installer works the same as the main Office 2010 installer, but you won’t have to enter your product key again as Business Contact Manager recognizes your Office 2010 installation. To get started, simply run the installer and setup as normal. If you do have access to Business Contact Manager, it’s a great tool for keeping track of your business contacts, deals, sales, and more. Installing and Using Business Contact Manager Microsoft has stated that they may offer other solutions in the future, but for now, Business Contact Manager is mainly only available to Volume Licensed copies of Office.
#Ms outlook 2010 tutorial pdf upgrade#
Or, if you used the Tech Guarantee to get a free Office 2010 upgrade, your upgrade may include the Business Contact Manager if your copy of Office 2007 included it.
#Ms outlook 2010 tutorial pdf license#
This means you can only get Business Contact Manager through a volume license or a Technet subscription.
#Ms outlook 2010 tutorial pdf professional#
Strangely, however, Business Contact Manager 2010 is only available with Office 2010 Standard and Professional Plus. Outlook Business Contact Manager 2007 was available as a stand-alone purchase, and was also included with Office 2007 Small Business, Professional, and Ultimate. Getting Outlook Business Contact Manager 2010
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