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Microsoft Office Outlook 2007 with Business Contact Manager frequently asked questions
 

Find answers to frequently asked questions (FAQ) about Microsoft Office Outlook 2007 with Business Contact Manager.

In this article


Overview

ShowWhat is Microsoft Office Outlook 2007 with Business Contact Manager?

Microsoft Office Outlook 2007 with Business Contact Manager offers powerful customer and contact management to help you save time, improve sales and marketing, and deliver better customer service. Organize and manage all your contact, prospect, and customer information in one place. Track leads and opportunities throughout the sales cycle. Easily create, personalize, and track direct marketing campaigns in-house. And centralize your project-related information so you can stay organized and monitor tasks with automated reminders.

ShowWho can benefit from using Office Outlook 2007 with Business Contact Manager?

Office Outlook 2007 with Business Contact Manager is specifically intended for smaller businesses with fewer than 50 employees. It supports employees who work with customer information, including business owners, sales people, marketing managers, customer service representatives, and project managers. It is designed to work with the technology used most often by small businesses, including computer networks with or without a server (peer-to-peer networks).

ShowWhat are some of the typical ways small business employees might use Office Outlook 2007 with Business Contact Manager?

Office Outlook 2007 with Business Contact Manager can help employees in many different ways:

  • Small business owners. Get a complete picture of your company's customer, lead, and opportunity information all in one place within Office Outlook 2007.
  • Salespeople. Manage sales leads and opportunities from the initial contact through close and after the sale.
  • Marketing managers. Create, send, and track marketing campaigns in-house.
  • Customer service representatives. Get a complete picture of your customer contacts and communications history all in one place.
  • Project managers. Manage project-related information and documents, and track, delegate, and follow up on project tasks.

ShowHow can Office Outlook 2007 with Business Contact Manager help me?

Office Outlook 2007 with Business Contact Manager helps you:

  • Organize contact, prospect, and customer information in one place.
  • Manage sales leads and business opportunities throughout the sales cycle.
  • Create, personalize, and track direct marketing campaigns in-house.
  • Centralize project information and task management.

ShowWhat are the tasks I can perform with Office Outlook 2007 with Business Contact Manager?

With the new and enhanced features of Office Outlook 2007 with Business Contact Manager, you can:

  • Combine customer and financial information with ease when using Office Outlook 2007 with Business Contact Manager in conjunction with Microsoft Office Accounting 2008.
  • Create, track, and manage direct marketing campaigns, including compiling mailing lists, distributing materials, and tracking your results.
  • Consolidate and manage project information in Office Outlook 2007 and manage, delegate, and follow up on project tasks.
  • Get a consolidated view of your sales pipeline with the new information dashboard.
  • Use new reporting features including report drill-down, filtering, and Microsoft Office Excel 2007 export capabilities.
  • Customize the information you track, including item lists and reports, for your unique business needs.
  • Extend your software by integrating with other software.
  • Work offline on your laptop or Pocket PC with Microsoft Windows Mobile, and synchronize your data when you return to the office.

ShowHow is Office Outlook 2007 with Business Contact Manager different from Microsoft Dynamics CRM 3.0?

Office Outlook 2007 with Business Contact Manager provides easy-to-use, out-of-the-box customer and contact management functionality to help small businesses organize and share customer, prospect, and project information and manage marketing campaigns. Office Outlook 2007 with Business Contact Manager supports multiple users in a computer network without or with a server and offers simple customization of forms, reports, views, and the dashboard.

Microsoft Dynamics CRM 3.0 provides a full-featured and scalable CRM suite including advanced marketing, sales, and service functionality for all size business. Dynamics CRM supports extensive customization, including role-based permissions and advanced workflow and can be tailored to work the way your business works. The extensible Services Oriented Architecture enables Web services integration with third party financial and ERP systems and composite mash-ups of external functionality

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Pricing and ordering

ShowHow do I acquire Office Outlook 2007 with Business Contact Manager?

Visit the Office Outlook 2007 with Business Contact Manager page for purchasing information.

ShowIs Office Outlook 2007 with Business Contact Manager included in the 2007 Microsoft Office suites?

Yes. Office Outlook 2007 with Business Contact Manager is included in Microsoft Office Small Business 2007, Microsoft Office Professional 2007, and Microsoft Office Ultimate 2007. Office Outlook 2007 with Business Contact Manager is also available as a standalone product via download or through purchase at retail.

ShowHow does Office Outlook 2007 with Business Contact Manager fit in with other Microsoft Office system programs?

The Microsoft Office system provides customers with a variety of programs they can choose from to best meet their business needs. Office Outlook 2007 with Business Contact Manager offers complete customer and contact management , so you can organize customer and prospect information, communications, projects, and tasks and manage sales and marketing activities all in one place. It works great with other Microsoft Office system programs like Microsoft Office Excel 2007, Microsoft Office Publisher 2007, Microsoft Office Word 2007, and Office Accounting 2008.

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Integration and compatibility

ShowWhat are the system requirements for Office Outlook 2007 with Business Contact Manager?

See the system requirements for Office Outlook 2007 with Business Contact Manager.

ShowCan I use Office Outlook 2007 with Business Contact Manager with my e-mail system?

Office Outlook 2007 with Business Contact Manager is designed to work with the technology used most often by small businesses, including networks with or without a server (peer-to-peer networks) and with the most common e-mail systems.

ShowHow does Office Outlook 2007 with Business Contact Manager work with the 2007 Microsoft Office system?

The 2007 Microsoft Office system provides customers with a variety of programs that they can choose from to best address their business needs.

  • Office Outlook 2007. Office Outlook 2007 with Business Contact Manager fully integrates contact information, e-mail messages, and tasks with Office Outlook 2007.
  • Office Accounting 2008. When used with Office Accounting 2008, Office Outlook 2007 with Business Contact Manager integrates customer and financial information, billable time tracking, and opportunities that convert to quotes, orders, and invoices.
  • Office Excel 2007. New reporting capabilities offer deep report integration with Office Excel 2007.
  • Document attachment and association. Both Microsoft Office Word 2007 and Office Excel 2007 files can be easily associated with a particular contact, account, or project so you have a more detailed information available easily.
  • Mail merge. Office Outlook 2007 with Business Contact Manager custom recipient lists can be integrated with Microsoft Office Publisher 2007, Office Word 2007, and Microsoft ListBuilder to create personalized documents and marketing materials.

ShowCan I use Microsoft Windows Small Business Server to centralize and store the data for my whole team?

Outlook 2007 with Business Contact Manager uses a SQL Server 2005 database for storing its data. Instead of creating a database on the local computer, you can choose to connect to an existing database on Microsoft Windows Small Business Server.

ShowMy company uses Exchange Server to manage our email and communications. Can I use Outlook with Business Contact Manger with Exchange Server?

Yes.

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