Welcome to Outlook with Business Contact Manager

Microsoft Business Contact Manager for Outlook is a powerful customer and contact management feature that can improve the effectiveness of your sales, marketing and customer service efforts.

With an entirely new interface, new project management and marketing tools, and powerful customization options, Business Contact Manager for Outlook helps you manage all your organization's customer information within Outlook, the program that you already use for e-mail and scheduling.

The Startup Wizard will guide you through the process of setting up your Business Contact Manager database, whether you are a new user, or upgrading from a previous version.

If you do not plan to use Business Contact Manager for Outlook, see Turn off Business Contact Manager for Outlook later in this topic.

Which option should you choose?

On the Welcome page, click one of the following options.

Click Express to create a new database or use an existing database that is on your computer.

Select this option if you are a new user and want to create a new, empty database, or if you are upgrading from an earlier version of Business Contact Manager for Outlook .

The wizard will search for existing databases on your computer and handle them as follows:

  • If there are no databases on your computer, Business Contact Manager for Outlook creates an empty database and names it MSSmallBusiness.

  • If there is one database on your computer, Business Contact Manager for Outlook connects to it.

  • If there are multiple databases on your computer, Business Contact Manager for Outlook prompts you to select the database that you want to use. Make certain that you select the database version in Business Contact Manager that matches the version of Microsoft Office that you’re using.

  • If there is an existing database that's from a previous version of Business Contact Manager for Outlook, the database is migrated to a version that will work with Business Contact Manager for Outlook 2013. During migration, the existing database is backed up to Documents\My Business\Backups, and the data is migrated to the new copy of the database.

Tip: You can create or select a different database at any time while using Business Contact Manager for Outlook.

Click Custom to create a new database or choose a database yourself

Select this option if you want to create a new database or connect to an existing one, including a database that is on a different computer.

Note: Before you can connect to a remote database, it must be shared, and you must have been granted access to it by the database owner.

If you do not want to use Business Contact Manager for Outlook, click Custom. You can disable the feature on the next page of the wizard.

When you click Custom, you can:

  • Type the name of a new database.

  • Choose an existing database that is on your computer.

  • Specify the name of a remote computer, and then click the name of database that is shared with you.

Turn off Business Contact Manager for Outlook

If you do not want to use Business Contact Manager for Outlook, click Custom on the next page of the wizard, and you will see the option to disable it.

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