Show All

Hide All

Microsoft Office Outlook 2007 with Business Contact Manager is available in a stand-alone edition or as part of the 2007 Microsoft Office system. It helps small businesses build, track, and grow relationships with customers.

 Tip   For users of Microsoft Office Excel, PowerPoint, Publisher, or Word 2007 or 2003     After Business Contact Manager for Outlook is installed, you can link the various types of files to your Business Contact Manager for Outlook records. Only the stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager can be used with Excel, PowerPoint, Publisher, and Word 2003.

• Install

• Install on a remote server

• Uninstall, or stop the Startup Wizard from appearing

• Learn more

Install

The installation CD for Business Contact Manager for Outlook is included with the stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager and with the following 2007 Microsoft Office suites:

• Microsoft Office Professional 2007
• Microsoft Office Small Business 2007
• Microsoft Office Ultimate 2007

Microsoft Office Outlook 2007 with Business Contact Manager is available separately. It can be purchased and downloaded from the Microsoft Office Online Web site.

 Note   The 2007 Office suites contain two CDs. Install Business Contact Manager for Outlook by inserting CD 2.
If you download the 2007 Office suites from the Microsoft Office Online Web site, you must click the Download 2 button to download Business Contact Manager for Outlook.

Business Contact Manager for Outlook is not included with Microsoft Office Professional Plus 2007.

 Tip   Trial versions of Microsoft Office Professional 2007 and Microsoft Office Small Business 2007 which include Business Contact Manager for Outlook are available on the Microsoft Office Online Web site. Click the second link to install the Business Contact Manager for Outlook trial version.

Install Business Contact Manager for Outlook

 Tip   See the 2007 Microsoft Office system requirements for information about whether your computer meets or exceeds the minimum system requirements.

Stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager

1. If you have the stand-alone edition of Microsoft Office Outlook 2007 with Business Contact Manager, insert the CD.
2. Follow the instructions on your screen.

2007 Office suite that includes Business Contact Manager for Outlook

1. If you have a 2007 Office suite, insert CD 2. If the Startup window does not appear automatically, on the Start menu, click My Computer, and then double-click your CD drive.

 Note   Outlook 2007 must be installed before installing Business Contact Manager for Outlook 2007. Installing Business Contact Manager for Outlook 2007 with Outlook 2003 is not supported.

2. In the Windows Explorer window, click setup.exe.
3. Follow the instructions on your screen.
4. When installation is complete, open Outlook 2007.
5. Follow the steps in the Startup wizard.

    Note   For assistance with any page of the Startup wizard, click the Help button.

6. To get started, on the Business Contact Manager menu, click Business Contact Manager Home (Business Contact Manager Home page: A document that serves as a starting point for exploring Business Contact Manager for Outlook. The home page is displayed by default and can be customized.).

    Tip   If you don't see the Business Contact Manager menu, Business Contact Manager for Outlook may not have installed successfully. See Troubleshoot installing Business Contact Manager for Outlook 2007 for more help.

For help with Business Contact Manager for Outlook, in Outlook, on the Help menu, point to Business Contact Manager for Outlook, and then click Business Contact Manager for Outlook Help.

For information about Business Contact Manager for Outlook 2003, see Install Business Contact Manager for Outlook 2003.

Install Business Contact Manager for Outlook on a remote server

For information about how to install Business Contact Manager for Outlook on a computer and allow your co-workers to access the business data on it, see Sharing your Business Contact Manager data with other users.

For information about how to install Business Contact Manager for Outlook on a remote server see Outlook 2007 with Business Contact Manager: Database Admin Tool.

Want to uninstall Business Contact Manager for Outlook?

For information about how to remove Business Contact Manager for Outlook and stop the Startup Wizard from appearing when you start Outlook, see Remove Business Contact Manager for Outlook 2007.

 Top of Page

Learn more

Using Business Contact Manager for Outlook can help you run your small business more effectively. You can:

• Create separate Business Contact records (Business Contact record: The location for storing Business Contact information, including information that is entered on the Business Contact form, linked records, and communication history items.) for people you do business with.
• Create Account records (Account record: The location for storing Account information, including information that is entered on the Account form, linked records, and communication history items.) for companies (company: A commercial organization or a small business.) you do business with, and link your Business Contacts to these Accounts.
• Track new leads (lead: A potential customer who must be contacted by a salesperson and either qualified or disqualified as a sales opportunity.) or Opportunities (Opportunity: The chance to sell your products or services to an Account or Business Contact.) as they develop into customers (customer: A person or company to whom your company sells products or services.) or vendors.
• Create and track Business Projects (Business Project: A project that is created in Business Contact Manager for Outlook. A Business Project is made up of one or several project tasks.), and assign project tasks (task: A personal or work-related project, assignment, or errand to track through completion.) to other members of your team.
• Create, promote, and track Marketing Campaigns (Marketing Campaign: A marketing program that uses many communication vehicles, for example, ads and direct mail, to accomplish a specific result, such as increasing marketing share, introducing new products, or retaining customers.) for the most effective use of your resources towards building a more profitable business.
• Link communication history items (communication history item: An item such as an appointment, business note, e-mail message, file, or task that is linked to an Account, Business Contact, Opportunity, or Business Project.) to your Account and Business Contact records, including business notes (business note: Enables a user to log the details of a business communication or transaction, and to link it with the history of an Account, Business Contact, Opportunity, or Business Project.), phone logs (phone log: The details of a phone call which may be linked with the communication history of an Account, Business Contact, Opportunity, or a Business Project.), tasks, e-mail messages, appointments, and files.
• Share all this data with selected team members, and take your data with you on a portable computer. Update the data as you meet with customers or vendors on the road, and synchronize the information the next time you connect to the main database.
• Integrate these records with your accounting system (accounting system: The accounting program.), so that you can monitor the financial health of your business.

   Note   Microsoft Office Accounting 2009, Office Accounting 2008, Office Accounting 2007, and Microsoft Office Small Business Accounting 2006 are the only compatible accounting systems.

• Buy 2007 Microsoft Office system products

 Top of Page