Microsoft Office FREE Tutorial http://www.msoffice-tutorial.com Hi there, you,.... Welcome to the most COMPLETED Microsoft Office Tutorial Wed, 21 Jan 2009 05:04:42 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Using the user’s view http://www.msoffice-tutorial.com/using-the-user%e2%80%99s-view.php http://www.msoffice-tutorial.com/using-the-user%e2%80%99s-view.php#comments Tue, 20 Jan 2009 16:01:59 +0000 msoffice http://www.msoffice-tutorial.com/?p=2465 The cool thing about Office Live is that an administrator can configure the Workspaces, Navigation bar, and Dashboards, so the user can focus on adding data to the Workspace rather than having to learn all the minute customization capabilities of the program. However, each user has the ability to use — and customize — personal Dashboards. For example, a Workspace might contain six pages but the user might only need to work with three of them. By modifying the Dashboard, the user can focus on those three without having to view information that isn’t relevant. Only the user who created the Personal Dashboard can view it — and can switch back and forth between the company Dashboard that the administrator created and the personalized Dashboard.

Only the site owner or Workspace administrator can allow a user to access a Workspace. Without that permission, a user cannot create a personalized Dashboard for a Workspace or add pages to an existing one.

Until you customize the Personal View, it’s identical to the Company View. Follow these steps to customize the Personal View of a Dashboard:

  1. Click Workspaces from the Navigation bar.
  2. Click the Workspace for which you’d like to customize the Dashboard.
  3. Select Personal View from the View drop-down list.
  4. Choose Customize Dashboard from the Common Tasks drop-down list.
  5. Click Add a Web Part on the section of the Dashboard where you want a Web Part to appear.
  6. Place a check mark next to each item you want to add, and then click the Add button.
  7. Click the X in the upper-right corner of each area of the Dashboard that you don’t want to appear.
  8. Click Exit Edit Mode to save your changes.

Related Websites ]]> http://www.msoffice-tutorial.com/using-the-user%e2%80%99s-view.php/feed 0 Ms Live – Accessing a Workspace http://www.msoffice-tutorial.com/ms-live-accessing-a-workspace.php http://www.msoffice-tutorial.com/ms-live-accessing-a-workspace.php#comments Tue, 20 Jan 2009 15:56:11 +0000 msoffice http://www.msoffice-tutorial.com/?p=2462 After you set up permission for a user to access a Workspace, users can access it in a number of ways. All methods lead to the exact same results. In addition, all methods require that the user log into Office Live using the Office Live e-mail address and password that was assigned to them. After they log in, users can access the various Workspaces and make changes based on the permissions that the Office Live administrator assigned to them.

Here are three ways a user can log in to the Workspace

  • Go to www.officelive.com and click the Sign In link. By using this method, you don’t have to worry about remembering the Office Live Web site URL. A window opens asking for your e-mail address and password. Fill it in and you end up in the home page of the Office Live account. Click Workspaces and you see only those Workspaces that you have permission to access.
  • Access the home page directly by going to https://yourwebsitecom. officelive. The yourwebsitecom part is the name of the domain you registered when you created your Office Live account. Remember to use https (rather than the more typical http) because of the extra level of security that surrounds an Office Live account.
  • Enter https://yourwebsitecom.officelive/Workspace to go directly to the Workspace. The yourwebsite.com part is your domain and Workspace is the URL you used when creating the Workspace.

Related Websites ]]> http://www.msoffice-tutorial.com/ms-live-accessing-a-workspace.php/feed 0 Dabbling with the Dashboards http://www.msoffice-tutorial.com/dabbling-with-the-dashboards.php http://www.msoffice-tutorial.com/dabbling-with-the-dashboards.php#comments Sat, 17 Jan 2009 02:15:13 +0000 msoffice http://www.msoffice-tutorial.com/?p=2458 When an Office Live user accesses a Workspace, he lands in the Dashboard area of the Workspace. Each Workspace has its own Dashboard. The Dashboard provides a snapshot of the various pages within the Workspace. You might think of the Dashboard as the Workspace’s home page.

You can add additional sections to the Dashboard to include more information. If (for example) you added a new Special Announcements page to your Workspace, you can in turn add a Special Announcements section to the Dashboard.

In addition to adding recaps of your Workspace pages to the Dashboard, Office Live includes a couple of special sections called Web Parts. You can add a What’s New Web Part to highlight all the latest and greatest changes that users have made, no matter what page they changed.

Follow these steps to add a Web Part:

  1. Click Workspaces on the Navigation bar.
  2. Click the Workspace whose Dashboard you’d like to customize.
  3. Choose Customize Dashboard from the Common Tasks drop-down menu.
  4. Click Add a Web Part on the section of the Dashboard where you want a Web Part to appear.
  5. Place a check mark next to the items you want to add, and then click the Add button.
  6. (Optional) To remove an item, click the X next to the item.
  7. Click Exit Edit Mode when you’ve finished customizing the Dashboard.


Related Websites ]]> http://www.msoffice-tutorial.com/dabbling-with-the-dashboards.php/feed 0 Renaming a Workspace page http://www.msoffice-tutorial.com/renaming-a-workspace-page.php http://www.msoffice-tutorial.com/renaming-a-workspace-page.php#comments Sat, 17 Jan 2009 02:12:39 +0000 msoffice http://www.msoffice-tutorial.com/?p=2456 Some of you might have dabbled in programming somewhere along the line. If you did, you know that even the smallest change to a program could require lines and lines of additional coding. Such is not the case in Office Live. You’ve already seen how easy it is to create — and delete — a Workspace. Other changes are every bit as easy. A case in point is renaming a Workspace page; you might find creating a Workspace easier than deciding on the best name for it.

Don’t fret — if you’re not happy with the moniker you gave the Workspace, it’s easy enough to change it by following these steps:

  1. Click Workspaces on the home page Navigation bar.
  2. Click the Workspace that you want to rename.
  3. Click the tab for the page that you want to rename.
  4. Click Settings on the toolbar and choose the appropriate settings command.
  5. Click Title, Description, and Navigation in the General Settings section.
  6. Type a new name in the Name field, and then click Save to save your changes.

Related Websites ]]> http://www.msoffice-tutorial.com/renaming-a-workspace-page.php/feed 0 Deleting a page from a Workspace http://www.msoffice-tutorial.com/deleting-a-page-from-a-workspace.php http://www.msoffice-tutorial.com/deleting-a-page-from-a-workspace.php#comments Sat, 17 Jan 2009 02:11:16 +0000 msoffice http://www.msoffice-tutorial.com/?p=2452 The purpose of creating Workspaces is to share information. The purpose of adding pages to a Workspace is to share even more information. It only stands to reason that the more information you have, the larger — and more used — your Workspace is. After setting up all those great Workspaces, however, you might find that no one is using them. Okay, that might be because your users aren’t doing their jobs — or it might be because the pages you added aren’t pertinent to the task at hand.

You’ll find that removing a page from a Workspace is easy; follow these steps:

  1. Click Workspaces on the Home page Navigation bar.
  2. Click the Workspace that you want to modify.
  3. Click the tab for the item that you want to delete.
  4. Click Settings on the toolbar and choose the appropriate settings command.
  5. Click Delete in the Permissions and Management section.
  6. Click OK to the warning message that appears.


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]]> http://www.msoffice-tutorial.com/deleting-a-page-from-a-workspace.php/feed 0 Adding a page to a Workspace http://www.msoffice-tutorial.com/adding-a-page-to-a-workspace.php http://www.msoffice-tutorial.com/adding-a-page-to-a-workspace.php#comments Sat, 17 Jan 2009 02:07:21 +0000 msoffice http://www.msoffice-tutorial.com/?p=2449 You might want to think of a Workspace as a miniature Web page that you target for a specific group of users. Just like Web sites that come in both small and large varieties, your Workspaces can expand to fit your needs.

Each page of your Workspace is actually a list of items. Therefore, when you add a new page to your Workspace, you are (in essence) creating another list of information.

You must first create an item before you can add it to a Workspace. It isn’t possible to add a list or library from another application or Workspace, although you can import information from an external source into one of your Office Live lists. Here’s what you need to do in order to expand your Workspace:

  1. Click Workspaces on the home page Navigation bar.
  2. Click the Workspace that you want to modify.
  3. Choose Create New from the Common Tasks drop-down list.
  4. Click the item that you want to add.
  5. Fill in the name and description for the item, and whether you want it to appear on the Navigation bar.
  6. Click Create to create your new page.


Related Websites ]]> http://www.msoffice-tutorial.com/adding-a-page-to-a-workspace.php/feed 0 Customizing the Navigation bar http://www.msoffice-tutorial.com/customizing-the-navigation-bar.php http://www.msoffice-tutorial.com/customizing-the-navigation-bar.php#comments Sat, 17 Jan 2009 02:04:22 +0000 msoffice http://www.msoffice-tutorial.com/?p=2446 The owner of the Office Live subscription is the only Microsoft Office Live user who can customize the display of links to applications that appear on the Navigation bar. You can display the links to the Workspaces that your users can access and hide the ones they don’t use.

Only the Workspaces that a user has access to appear in the Navigation bar. Add your Workspaces to the Navigation bar by following these steps:

  1. Click Workspaces from the Navigation bar. Like clockwork, the Workspaces page opens.
  2. Choose Customize Left Navigation Bar from the Common Task dropdown list. The Customize the Left Navigation Bar page opens; see Figure 9-9.
  3. Click the plus sign to the left of Workspaces to show the Workspaces that currently appear on the Navigation bar. By default, Office Live’s Navigation bar has a Workspace item; clicking it uncovers all the Workspaces that you’ve added to Office Live. If you decide you’d like to create additional Workspace groupings, you can.
  4. (Optional) Click New Group, fill in a new Group Name and corresponding URL and then click OK. Figure 9-10 shows a group of Workspaces geared to clients.
  5. Click a Group or Workspace to select it on the Customize the Left Navigation Bar page and then choose one of the toolbar options:
    • Hide: Hides a Workspace or group.
    • Show: Once you hide an object you can make it magically reappear.
    • Move Up: Moves a link up on the Navigation bar.
    • Move Down: Moves a link down on the Navigation bar.
    • Move Into: Moves a Workspace into another Group

Your changes go into immediate effect; your users see them the next time they access the Office Live site.


Related Websites ]]> http://www.msoffice-tutorial.com/customizing-the-navigation-bar.php/feed 0 Office Live – Deleting a Workspace http://www.msoffice-tutorial.com/office-live-deleting-a-workspace.php http://www.msoffice-tutorial.com/office-live-deleting-a-workspace.php#comments Wed, 14 Jan 2009 02:17:50 +0000 msoffice http://www.msoffice-tutorial.com/?p=2444 The great thing about Office Live is that it’s so easy to customize; the changes you make are immediately evident to all your Office Live users. The bad thing about Office Live is that if you make a mistake, all your users see it immediately.

If you create a Workspace but then decide it was just not what you had in mind, it’s easy to get rid of. Or, if just want to drive your users crazy, create a bunch of Workspaces and then delete them — leaving everybody to wonder if the Workspace ever existed in the first place. (Just kidding!) :)

Here’s how you can delete a Workspace that you no longer want:

  1. Click Workspaces from the Navigation bar.
  2. Choose Manage Applications and Workspaces from the Common Tasks drop-down list.
  3. Locate the Workspace that you want to delete from the list, and then click Delete.
  4. Click OK in response to the warning that appears.

Related Websites ]]> http://www.msoffice-tutorial.com/office-live-deleting-a-workspace.php/feed 0 Administrative Workspace Tweaking 101 http://www.msoffice-tutorial.com/administrative-workspace-tweaking-101.php http://www.msoffice-tutorial.com/administrative-workspace-tweaking-101.php#comments Wed, 14 Jan 2009 02:16:47 +0000 msoffice http://www.msoffice-tutorial.com/?p=2442 After you set up a Workspace you’re free to start using it. However, the whole purpose of Office Live is to share so you’ll probably want to share the Workspace with a user or two (or three or four!) You might find that the template you used to create the Workspace is perfect for your needs.

However, some of you might want to be adventurous and add components to your Workspace. As a Workspace administrator, you have a number of ways to modify a Workspace.


Related Websites ]]> http://www.msoffice-tutorial.com/administrative-workspace-tweaking-101.php/feed 0 Office Live – Inviting others to join in http://www.msoffice-tutorial.com/office-live-inviting-others-to-join-in.php http://www.msoffice-tutorial.com/office-live-inviting-others-to-join-in.php#comments Wed, 14 Jan 2009 02:16:07 +0000 msoffice http://www.msoffice-tutorial.com/?p=2439 Creating a basic Workspace is only half the fun. The other half comes when you invite other people to visit the Workspace for a mutual sharing of information. When you create the Workspace initially, you are the only one who sees the Workspace listed in the Navigation bar. After you share the Workspace, those users also see the Workspace in the Navigation bar (that is, if you opted to show it on the Navigation bar when setting up the Workspace). If you opted not to include the Workspace on the Navigation bar, users can access it by going to the URL that you designated.

As the administrator, you get to control who accesses the information in the Workspace. For example, you can have one Workspace that is available just to your employees, and another Workspace that is available only to the employees of one of your customers.

You can also control the users’ access rights. You can assign users different levels of access for each Workspace. For example, you might allow a user to just view the information in one Workspace, change the information in another Workspace, and be the administrator of another Workspace.

Follow these steps to allow a user access to a Workspace

  1. Click Workspaces on the Navigation bar of the Office Live home page.
  2. Select Set permissions from the Common Tasks drop-down menu.
  3. Click Edit next to the name of the user to whom you’d like to grant access to the Workspace.
  4. Expand the Workspaces list by clicking the plus sign.
  5. Click the No Access drop-down list next to the Workspace you want to allow the user to access and choose an access level.
  6. Click Save to save your changes.
  7. Fill in a brief message and click Send.
  8. Click Finish to close the congratulatory window.

Your user is now ready to access the Workspace. If you’d like, you can pick up the phone and give the user a buzz just to make sure the e-mail got there and that he or she can access the Workspace without a hitch.


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-inviting-others-to-join-in.php/feed 0 Office Live – Creating the Workspace http://www.msoffice-tutorial.com/office-live-creating-the-workspace.php http://www.msoffice-tutorial.com/office-live-creating-the-workspace.php#comments Wed, 14 Jan 2009 02:13:58 +0000 msoffice http://www.msoffice-tutorial.com/?p=2436 Creating a new Workspace or two is ridiculously easy. Follow these steps to get you on your way.

  1. Click Workspaces on the Navigation bar of your Office Live Home page.
  2. Select Create New from the Common Tasks drop-down list.
  3. Click Applications and Workspaces in the Web Pages section.
  4. Select Workspaces from the Select a Category drop-down list.
  5. Choose a template from the Select a Template drop-down list.
  6. Click OK to continue.
  7. Fill in the required information and then click OK to create your new Workspace and return to the Workspaces page.

When Office Live finishes creating the new Workspace, the title of the Workspace appears in the Workspaces Navigation bar.

How safe is your information?

When you use Office Live to create Workspaces for your data and documents, Microsoft Office Live uses the security measures built into Microsoft Windows SharePoint Services to help protect your data against unauthorized access of your data and documents. Windows SharePoint Services employs a set of physical, technical, and administrative safeguards to help protect your documents and data against unauthorized access. In addition, the data and documents are encrypted.

However, even the best-laid (security) plans of mice, men, and Microsoft can go astray. As an additional security measure, you might want to follow these guidelines when creating Office Live Workspaces that others might post to:

  • Never post sensitive information on public Web pages.
  • Do not put personal information on Web pages that you think the public doesn’t know about.
  • Upload confidential documents with caution.

Related Websites ]]> http://www.msoffice-tutorial.com/office-live-creating-the-workspace.php/feed 0 Office Live – Setting Up a Workspace http://www.msoffice-tutorial.com/office-live-setting-up-a-workspace.php http://www.msoffice-tutorial.com/office-live-setting-up-a-workspace.php#comments Mon, 12 Jan 2009 11:30:44 +0000 msoffice http://www.msoffice-tutorial.com/?p=2434 Office Live comes with a variety of Workspace templates that you can use, or you can design a Workspace by scratch. Each Workspace you create can include several tabs or pages. Each page includes a corresponding list of information. For example, you might decide to set up a customer Workspace for three of your most important clients. You might include a Shared Documents page; this page would contain all of the documents pertaining to the client that you had uploaded to the customer’s Workspace. The customer Workspace could also include a Calendar page on which you could list all the future meetings that you’ve scheduled with the customer.

The whole idea of a Workspace is to share it with others so that you have an easy way to collaborate — even if the collaborators are scattered hither and yon.


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-setting-up-a-workspace.php/feed 0 Office Live – Deleting data in a datasheet http://www.msoffice-tutorial.com/office-live-deleting-data-in-a-datasheet.php http://www.msoffice-tutorial.com/office-live-deleting-data-in-a-datasheet.php#comments Mon, 12 Jan 2009 11:29:55 +0000 msoffice http://www.msoffice-tutorial.com/?p=2432 If you have lots of records that you want to delete from a list, using a datasheet is definitely the way to go. Here’s the drill:

  1. A single record: Select a row by clicking the gray box to the left of the record, and then press your Delete key.
  2. A contiguous list of records: Select several rows by clicking the gray box to the left of the first record, holding down the Shift key while clicking the gray box to the left of the last record in the series, and then press your Delete key.

Don’t forget that combining features can make your editing double-fast. For example, if you are no longer doing business in Boston and want to delete all your Boston contacts, you can filter the list to Boston by clicking the City header drop-down and choosing Boston. When your Boston contacts appear, select the first row, and then hold down your Shift key while selecting the last row. Press the Delete key and say Bye-bye Bean Town.


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-deleting-data-in-a-datasheet.php/feed 0 Office Live – Editing data http://www.msoffice-tutorial.com/office-live-editing-data.php http://www.msoffice-tutorial.com/office-live-editing-data.php#comments Mon, 12 Jan 2009 11:28:41 +0000 msoffice http://www.msoffice-tutorial.com/?p=2430 You might find your information easier to edit in a datasheet than in a record form. You can add, delete, edit, sort, and filter list items while working in a datasheet. You’ll probably also find it easier to scroll through your information; the inaccuracies and missing data jump right out at you.

To edit data using the datasheet, follow these steps:

  1. Click Business Contact Manager from the Navigation bar on the Office Live Home page.
  2. Click the tab that contains the list you want to enter data for.
  3. Select the view you want to work with.
  4. Choose Edit in Datasheet from the Actions drop-down menu.
  5. Edit the cell you want to change.
  6. (Optional) If others are making changes as well, choose Refresh Data from the Actions drop-down menu to ensure that you’re viewing the most current copy of the data.

Related Websites ]]> http://www.msoffice-tutorial.com/office-live-editing-data.php/feed 0 Office Live – Adding data to a datasheet http://www.msoffice-tutorial.com/office-live-adding-data-to-a-datasheet.php http://www.msoffice-tutorial.com/office-live-adding-data-to-a-datasheet.php#comments Mon, 12 Jan 2009 11:27:15 +0000 msoffice http://www.msoffice-tutorial.com/?p=2427 Even if you are brand new to contact management and have to start building a database from scratch, you’ll probably find entering multiple records is easier in a datasheet rather than through individual forms.

To open a datasheet, follow these steps:

  1. Click Business Contact Manager from the Navigation bar on the Office Live Home page.
  2. Click the tab that contains the list you want to enter data for.
  3. Select the view you want to work with.
  4. Choose Edit in Datasheet from the Actions drop-down menu.
  5. Scroll to the bottom of the list and start to enter your data in the bottom row of the datasheet.

Business Contact Manager makes this task pretty easy. The column headers stay in sight, no matter how far down you scroll in the list. You can also press Tab to advance from one field to the next. When you get to the end of a record, your cursor immediately jumps to the next row, which is blank and just waiting for your data. You’ll also see that if you start to type something that is already in the datasheet — for example Chicago or United States — the word autocompletes and you can move on to the next field.

I can think of few chores that are more boring than contact entry. Although Office Live doesn’t allow for the ability to import data, you can copy the information from a spreadsheet and paste existing information into a datasheet. If the order of your datasheet column headings match those of the spreadsheet, just place your cursor in the first empty row and paste away. If your columns don’t match, you can still paste in your information one column at a time.


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-adding-data-to-a-datasheet.php/feed 0 Viewing data in a datasheet http://www.msoffice-tutorial.com/viewing-data-in-a-datasheet.php http://www.msoffice-tutorial.com/viewing-data-in-a-datasheet.php#comments Mon, 12 Jan 2009 11:25:04 +0000 msoffice http://www.msoffice-tutorial.com/?p=2425 One of the coolest things about viewing your data in a datasheet is how easy your data is to sort and filter. You do that by creating views — changing the filters and columns that you see in a list view — but the datasheet takes filter and sorting to the next level.

Here are some of the cool party tricks you can perform with a datasheet:

  1. Widen or narrow a column: Place your cursor on the right edge of a column header, hold down your left mouse button and drag to the left or right.
  2. Change the column order: Place your cursor on the column header, hold down your left button and drag the column header to the left or right.
  3. Sort a column: Click the header row drop-down list and choose Sort Ascending or Sort Descending.
  4. Filter to show only blank (or only non-blank) entries: Click the header row drop-down list, scroll to the bottom of the list, and choose (Blanks) or (Non-Blanks).
  5. Filter by one criterion: Click the header row drop-down list and select the criterion.

Related Websites ]]> http://www.msoffice-tutorial.com/viewing-data-in-a-datasheet.php/feed 0 Office Live – Working with Datasheets http://www.msoffice-tutorial.com/office-live-working-with-datasheets.php http://www.msoffice-tutorial.com/office-live-working-with-datasheets.php#comments Mon, 12 Jan 2009 11:23:25 +0000 msoffice http://www.msoffice-tutorial.com/?p=2423 You’re probably raring to go. You’ve started to enter Accounts, Contacts — but wait. Your work has suddenly come screeching to a halt. Entering a bunch of records one at a time is tedious — and takes an exorbitant amount of time. Inquiring minds want to know — there must be an easier way!

Fret not, dear reader. There is another method for entering data — and for editing and/or deleting it again for that matter. If you already have a list of your Contacts, Accounts, Opportunities, or Products, you can paste them into a datasheet. All at once. In the blink of an eye. And, should you need to delete them, you can zap those records en masse, rather than having to deal with them one at a time.

Quite simply, a datasheet is like a spreadsheet, consisting of rows and columns. Are you an Excel aficionado? If so you can add, delete, sort, or reorder the columns and rows of a datasheet exactly like you would with a spreadsheet. You can even using the mouse cursor to move information from cell to cell, or to fill down information.


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-working-with-datasheets.php/feed 0 Office Live-Deleting a record http://www.msoffice-tutorial.com/office-live-deleting-a-record.php http://www.msoffice-tutorial.com/office-live-deleting-a-record.php#comments Mon, 12 Jan 2009 11:22:17 +0000 msoffice http://www.msoffice-tutorial.com/?p=2421 If you no longer need a record, you can delete it. When you delete a record all the tracking items (phone logs, notes, and such) are deleted right along with the record.

If you added a contact to an account, the contact remains in the Contacts list even if you delete the account. When you delete an Account, Contact, or Opportunity record, however, you’re also deleting all tracking items linked to them — such as phone logs and notes — and it will not be possible to restore those items.

Proceed with caution! Opportunities must be associated with either a Contact or an Account. If you want to continue tracking an existing Opportunity with a different Contact or Account, associate the Opportunity with a different Account or Contact before you delete the existing Account or Contact.

Deleting a Product from an Opportunity deletes only that copy of the Product. If the Product also appears in the Products list, it will remain there safely. Here’s all you need to do to delete a record:

  1. Click Business Contact Manager from the Office Live Home page
    Navigation bar.
  2. Click the appropriate tab to access the list.
  3. Click the drop-down list next to the record you’d like to delete, and
    then click Delete Item.
  4. Click OK to the warning.

Your contact is now gone — but not forgotten. When you delete a record in Business Contact Manager, Office Live sends it off to the Recycle Bin


Related Websites ]]> http://www.msoffice-tutorial.com/office-live-deleting-a-record.php/feed 0 My info, it is a changing http://www.msoffice-tutorial.com/my-info-it-is-a-changing.php http://www.msoffice-tutorial.com/my-info-it-is-a-changing.php#comments Thu, 08 Jan 2009 16:00:55 +0000 msoffice http://www.msoffice-tutorial.com/?p=2419 People move, things change, and you’ll need to change your Business Contact Manager information. Of all the records you’ll need to edit in Business Contact Manager, you’ll probably find that Opportunities require the most editing. First of all, you’ll want to change the sales stage — and corresponding probability of closing — as the opportunity marches its way through the sales process. If you didn’t have a product in your Products list when you added the Opportunity, you need to add it to the Products list. Even if you added products, you might need to adjust their prices and/or quantities.

The thought of all that volatile information might have you running for cover. Relax! You’ll find editing the Opportunity information just as easy as it was to enter in the first place.

Here’s what you need to know to edit an existing Opportunity:

  1. Click Business Contact Manager from the Office Live Home page
    Navigation bar.
  2. Click the Opportunities tab.
  3. Click the drop-down arrow next to the Opportunity that you want to
    edit and choose Edit Item.
  4. Make any changes you need on any Opportunity tab.
  5. Click OK to save your changes and return back to the
    Opportunity list.

Related Websites ]]> http://www.msoffice-tutorial.com/my-info-it-is-a-changing.php/feed 0 Viewing your lists http://www.msoffice-tutorial.com/viewing-your-lists.php http://www.msoffice-tutorial.com/viewing-your-lists.php#comments Thu, 08 Jan 2009 15:59:34 +0000 msoffice http://www.msoffice-tutorial.com/?p=2417 All the lists work in essentially the same way. For simplicity, I use the Accounts list. Feel free to substitute contact, opportunity, or product anywhere.

Follow these steps to view your Accounts list:

  1. Click Business Contact Manager from the Office Live Home page
    Navigation bar.
  2. Click the Accounts tab.
  3. Click on one of the Account names.
  4. Click your browser’s Back button to return to the Accounts list.
  5. Click a column heading to sort your information by that field.
  6. Click the View drop-down and select one of the view options.
  7. (Optional) Chose Modify This View and customize the current view.
  8. Click OK to save your changes.

Related Websites ]]> http://www.msoffice-tutorial.com/viewing-your-lists.php/feed 0