Microsoft Business Contact Manager 2010, Course Bundle
$297.00
Course Length: 12 Weeks
Course Hours: 24
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Return to StoreA full comprehensive courseware program of Microsoft Business Contact Manager 2010, Course Bundle
- Business Contact Manager 2010 – Customizing Business Contact Manager
- Business Contact Manager 2010 – Marketing with Business Contact Manager
- Business Contact Manager 2010 – Managing Business Contact Manager Data
- Business Contact Manager 2010 – Doing More with Business Contact Manager
- Business Contact Manager 2010 – Getting Started with Business Contact Manager
- Business Contact Manager 3 – Using Business Contact Manager
- Business Contact Manager 3 – Configuring Business Contact Manager
- Business Contact Manager 3 – Business Contact Manager Tools
Outline
Introduction
Prerequisites
Section 1: Getting Started with Business Contact Manager
Lesson 1.1: Setting up Business Contact Manager
What is Business Contact Manager?
Downloading and Installing Business Contact Manager
Using Express Setup
Using Custom Setup
Step-By-Step
Skill Sharpener
Lesson 1.2: Working with the Business Contact Manager Interface
Opening Business Contact Manager
Interface Overview
Understanding the Ribbon Interface
Using the Business Contact Manager Navigation Pane
Step-By-Step
Skill Sharpener
Lesson 1.3: Getting Started with the Welcome Center
Changing Your Overview
Viewing Help Links
Using Sample Data
Switching to Your Business Data
Step-By-Step
Skill Sharpener
Lesson 1.4: Understanding the Business Contact Manager Dashboard
Viewing the Main Dashboard
Adding Gadgets
Moving Gadgets
Deleting Gadgets
Refreshing Gadgets
Step-By-Step
Skill Sharpener
Lesson 1.5: Doing More with Dashboards
Using the Contact Management Dashboard
Using the Sales Dashboard
Using the Marketing Dashboard
Using the Project Management Dashboard
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: Using Business Contact Manager
Lesson 2.1: Working with Accounts
Creating New Accounts
Editing Accounts
Deleting Accounts
Searching Accounts
Viewing Accounts
Accessing Accounts from Outlook
Step-By-Step
Skill Sharpener
Lesson 2.2: Working with Business Contacts
Creating Business Contacts
Editing Business Contacts
Deleting Business Contacts
Searching Business Contacts
Viewing Business Contacts
Accessing Business Contacts from Outlook
Step-By-Step
Skill Sharpener
Lesson 2.3: Working with Opportunities
Creating Opportunities
Editing Opportunities
Deleting Opportunities
Searching Opportunities
Viewing Opportunities
Step-By-Step
Skill Sharpener
Lesson 2.4: Working with Leads
Creating a New Lead
Converting Contacts to Leads
Viewing Lead Details
Scoring Leads
Step-By-Step
Skill Sharpener
Lesson 2.5: Working with Business Projects and Tasks
Creating a New Business Project
Creating Project Tasks
Using Project Templates
Assigning Tasks to Users
Marking Tasks Complete
Deleting Tasks
Viewing Tasks
Step-By-Step
Skill Sharpener
Lesson 2.6: Working with Stores and Vendors
Adding Stores
Adding Store Employees
Adding Vendors
Converting Stores to Vendors and Vice Versa
Converting Accounts to Vendors and Vice Versa
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Doing More with Business Contact Manager
Lesson 3.1: Advanced Tasks
Bulk Editing Items
Assigning Items to a User
Categorizing Items
Customizing Categories
Marking Items for Follow-Up
Step-By-Step
Skill Sharpener
Lesson 3.2: Creating Business History
Using the Add History Item Group
Linking a Phone Log
Linking a Business Note
Step-By-Step
Skill Sharpener
Lesson 3.3: Viewing Business History
Using the Communication History Folder
Viewing Items
Marking an Item for Attention
Changing Linking and Tracking Options
Linking Messages in Bulk
Step-By-Step
Skill Sharpener
Lesson 3.4: Managing the Sales Pipeline, Part One
Setting up Sales Stages
Adding Sales Activities
Editing Sales Stages and Activities
Deleting Sales Stages and Activities
Step-By-Step
Skill Sharpener
Lesson 3.5: Managing the Sales Pipeline, Part Two
Changing the Order of Sales Stages and Activities
Creating Reminders Automatically
Setting the Default Sales Stage
Modifying Scoring Criteria
Creating Custom Scoring Criteria
Step-By-Step
Skill Sharpener
Lesson 3.6: Working with Products and Services
Opening the Products and Services Dialog
Adding a Product or Service
Editing a Product or Service
Deleting a Product or Service
Importing a Product or Service List
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Marketing with Business Contact Manager
Lesson 4.1: Working with Call Lists
Creating a New Call List
Filtering Contacts
Recording Call Status
Adding a Time Stamp
Recording Activity Details
Tracking Activity Results
Step-By-Step
Skill Sharpener
Lesson 4.2: Advanced Call List Tasks
Creating a Call Script
Adding a History Item
Viewing and Managing Call Lists
Closing a Call List
Step-By-Step
Skill Sharpener
Lesson 4.3: Generating Mass E-Mails
Creating a Mass E-Mail
Filtering Contacts
Recording E-Mail Details
Tracking Activity Results
Viewing and Managing E-Mail Campaigns
Closing the Campaign
Step-By-Step
Skill Sharpener
Lesson 4.4: Creating a Print Campaign
Creating a Direct Mail Print Campaign
Filtering Contacts
Recording Activity Details
Tracking Activity Results
Viewing and Managing Print Campaigns
Closing the Campaign
Step-By-Step
Skill Sharpener
Lesson 4.5: Performing a Mail Merge
Beginning a Mail Merge
Choosing Contacts
Choosing Fields
Choosing the Document
Saving the Contact File
Setting Merge Options
Performing the Merge
Using the Mailings Tab
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Section 5: Customizing Business Contact Manager
Lesson 5.1: Customizing Lists
Getting Started
Choosing a List to Modify
Adding a Field
Editing a Field
Deleting a Field
Changing Field Order
Step-By-Step
Skill Sharpener
Lesson 5.2: Customizing Business Records
Creating a New Business Contact Type
Creating a New Account Type
Changing a Record’s Name and Icon
Deleting a Record Type
Using Custom Records
Step-By-Step
Skill Sharpener
Lesson 5.3: Customizing Contact Card Fields
What is a Contact Card?
Getting Started
Choosing the Record Type to Edit
Adding Fields to the Contact Card
Removing Fields from the Contact Card
Changing Field Order
Resetting the Contact Card
Step-By-Step
Skill Sharpener
Lesson 5.4: Customizing Forms
Customizing Existing Forms
Saving a Form
Resetting Forms to the Default
Step-By-Step
Skill Sharpener
Section 5: Case Study
Section 5: Review Questions
Section 6: Managing Business Contact Manager Data
Lesson 6.1: Working with Reports
Choosing a Report View
Viewing Report Charts
Customizing Charts
Saving Customized Reports
Opening Customized Reports
Step-By-Step
Skill Sharpener
Lesson 6.2: Formatting Reports
Changing the Sort Order
Filtering Data
Adding a Header and Footer
Changing the Font of the Header and Footer
Changing the Report Font
Adding and Removing Columns
Using the Page Setup Dialog
Step-By-Step
Skill Sharpener
Lesson 6.3: Managing Reports
Saving a Report to a Folder
E-Mailing Reports
Exporting Reports to Excel
Using Print Preview
Printing Reports
Step-By-Step
Skill Sharpener
Lesson 6.4: Working with Business Contact Manager Data
Viewing Database Information
Creating a New Database
Checking Your Database for Errors
Deleting a Database
Step-By-Step
Skill Sharpener
Lesson 6.5: Doing More with Business Contact Manager Data
Importing Data from a File
Importing Data from Outlook
Importing Data from Other Applications
Exporting Data
Backing Up Your Data
Restoring a Backup
Step-By-Step
Skill Sharpener
Section 6: Case Study
Section 6: Review Questions
Certificate Requirements
Course Length | 12 weeks |
Course Effort | 2-3 hours a week |
Total Course Hours | 24 |
Languages | English |
Video Transcripts | No |
System Requirements
Internet Connection
- Broadband or High-Speed – DSL, Cable, and Wireless Connections
*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.
Hardware Requirements
- Processor – 2GHz Processor or Higher
- Memory – 1 GB RAM Minimum Recommended
* While our courses are accessible through multiple mobile learning platforms, some courses may include a CD or DVD with the Textbook, so you may need access to a computer with CD-ROM or DVD Drive.
PC Software Requirements
- Operating Systems – Windows 7 or higher
- Microsoft Office 2007 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- Internet Browsers – Google Chrome is highly recommended
- Cookies MUST be enabled
- Pop-ups MUST be allowed (Pop-up Blocker disabled)
- Kindle Reader App is needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
- PowerPoint Viewer (if you do not have PowerPoint)
- Adobe PDF Reader
- QuickTime, Windows Media Player &/or Real Player
MAC Software Requirements
- Operating Systems – Mac OS x 10 or higher with Windows
- Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- Internet Browsers- Google Chrome is highly recommended
- Cookies MUST be enabled
- Pop-ups MUST be allowed (Pop-up Blocker disabled)
- Kindle Reader App is needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
- PowerPoint Viewer (if you do not have PowerPoint)
- Adobe PDF Reader
- Apple QuickTime Media Player
- Courses that include a CD-ROM or DVD may require an external drive and Parallels software to view.
FAQs
How long does it take to complete a course?
When you register for a course(s), you will receive a start date and the time frame it takes to complete the program. Once the course begins, each course is self-paced, so you can start and stop each learning module at your own pace. However, you must complete the course within the time frame to receive a certification.
What happens if I do not have enough time to complete the course within the time frame provided?
If you don’t finish the course in the time frame, you will not receive a certification. The time frame allotted to complete each course has been based on each learner giving a concerted effort to complete the course, plus the number of hours it takes to learn the information and obtain the certification. Therefore, the time frame for each course has been calculated to ensure successful completion of the course. However, if for some reason a learner is unable to complete the course, you will have to re-enroll in the course and you will be required to pay the course price in effect at the time of re-enrollment.
Once enrolled in the course, and I realize that I can’t complete the course can I get a refund?
There are NO REFUNDS once you enroll in a course. However, if you are suddenly deployed while pursuing a certification course, we will work with you to ensure you complete your studies. Learners who need to delay their course for medical reasons, may be eligible to transfer their course(s) to a future term. A medical withdrawal will be considered only if accompanied by:
A written verification and phone verification from a medical doctor stating the student cannot complete the course due to illness or disability. Please not the doctor’s note must be in English to be considered.
You can contact our office at: info@aperionglobalinstitute.com
Are there any additional materials and/or books I am required to buy for a course?
No, everything you need is included in the course. Some courses will suggest additional materials/books that can help you grasp the information better, or expand your knowledge about a topic. However, you are not required to purchase the additional information.
Are there exams I will have to take in a course?
Yes, there are exams in each course to access your knowledge of the material. You will be required to pass those exams to successful complete the course. The type of exams you will take vary. They can range from multiple choice questions, essays, short answers, and/or video/audio submissions. If you diligently study and complete the assignments for each course, you will be prepared to pass the exams in the course(s).
Can I get financial assistance?
Aperion Global Institute (AGI) courses are non-credit courses, so they do not qualify for federal assistance in the United States, and AGI does not provide financial assistance. In some states, a vocational program, military program, or workforce development program will pay for qualified learners to take courses. You will be responsible for qualifying for financial assistance through those agencies and/or programs. For international students, you will also have to follow the guidelines and requirements regarding financial assistance at your institution or program.
What happens when I complete a course?
Upon successful completion of a course, within three (3) days you will receive a certification by email. You are free to save and print the certification for your educational and career needs. If for some reason you do not receive the certification, or can’t save or print the certification please contact our office at: info@aperionglobalinstitute.com
Once I provide an employer with the certification, am I guaranteed a job?
AGI does not provide direct job placement services after successfully completing a course. However, the certification you receive informs a potential employer that you have acquired the skills and knowledge to obtain employment, in most cases. We recommend that learners conduct research on the job market to make sure you have the required job skills and expertise.
What software or hardware do I need, and what are the system requirements to take courses?
To take our courses, you must have access to a computer and the internet. You can use a Mac and/or PC., tablet, phone. You don’t have to use the same device to log-in for the course(s). We recommend that you have a word-processing program (Microsoft Word is the best), Abode Player, and the latest version of a free web browser such as Chrome, Firefox, Internet Explorer, Microsoft Edge, etc.
When can I start the courses?
You can start the courses on the start date only. Once the course starts, you are free to access the course anytime, anywhere, and as many times as you want with an internet connection. Please note: There are no refunds once you enroll in a course(s).
Can I receive CEU credit for courses that I successfully complete?
Please do not assume that all courses that you take and successfully complete are eligible for CEU certification. If you are seeking CEU certification for a course, we strongly recommend that you contact your institution and establish eligibility for the courses you plan to take BEFORE you enroll in a course. Although we provide you with a certificate for successfully completing a course, it is solely your responsibility to ensure that the course you enroll in and the certificate meets CEU requirements for your profession.
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