The Office Tech Pro

A Microsoft® Certified Trainer, Melissa Esquibel combines her 25+ years experience in information technology with a background in training, technical writing and business risk analysis. Her goal: To take you from “No, how?” to “Know how!”

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SmartArt is one of the biggest timesavers in the newer versions of Microsoft® Office. Especially useful for PowerPoint® and Word, it is a powerful way to represent ideas in pictures, which is the preferred learning method for between 1/3 and 2/3 of the population, depending upon which expert you ask.
An introduction to using SmartArt in Office 2007 (also applies to Office 2010)
With the release of a stable new operating system, Windows 7, many organizations are making the leap to the newer versions of Microsoft® Office. There are five “must have” tips that will get you over the hurdles of the revolutionary new interface and back to work.
5 tips to get from perplexed to productive in Office 2007 and Office 2010
I had a great question last week on our Outlook® webinar. Could Outlook® be used to replace a CRM function when it came to generating tasks with predefined date dependencies. For example, a real estate closing. Earnest money (or binder) is due a certain number of days from the contract date. Loan docs are due a certain number of days after the appraisal, and so on. I answered, No.

After thinking about it for awhile, I came up with a possible workaround using a combination of Excel® and Outlook®.
Create project "templates" using Outlook Tasks and import/export files in Excel.
If someone asked you what a table was (in data speak), you would likely respond with something like a set of data presented in columns in rows. When Excel® 2007 says tables it means a very specific way of formatting data that not only visually arranges into a tabular format, but gives you tools that let you work with that data easily.
From filtering to automatic totals that grow with your data, Excel Tables enable you to accurately process tabular data fast.
Missing important emails? Taking too long to check for those critical messages? Try using automatic color formatting.
If you’ve ever spent anytime copying and pasting text data into Word tables or trying to get data out of tables and into a simple list in a document, these tips might make you grumble a little. The good news is you’ll never have to do that again!
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