Again, something I have been asked before - how to get data into and out of BCM - have a look at Import and export business data in Business Contact Manager 2007 - Outlook with Business Contact Manager - Microsoft Office Online Import and export business data in Business Contact Manager 2007 You can...
Posted to
David Overton's Blog
by
David Overton
on Wed, Feb 13 2008
Filed under: Office System, CRM, Office 2007, Documentation, Small business, BCM, Business Contact Manager
I was hunting for an answer to a questions someone asked me and I came across this the BCM Team Blog. Below are some of the recent posts. It is worth adding to your RSS feed list. Troubleshooting BCM for Pocket PC/Smartphone Get Business Contact Manager with Outlook Standalone How to Change BCM Polling...
Posted to
David Overton's Blog
by
David Overton
on Wed, Feb 13 2008
Filed under: Office System, Developer, Community, Office 2007, Outlook, Small business, BCM, Business Contact Manager, Office 2003
I found this blog and realised several things. 1) The Brelsford family (no, they are not related) are very good in the small business space. 2) I now have a BCM 2007 hero. Who am I talking about? Bill Brelsford - http://blog.rebarbusinessbuilders.com/about.html - who says "For the past 20 years...
[updated on 28th July] Hi, I've pinged this around a bit internally and the answer I got back is that this is not supported and will not work. I have not tried it myself, but don't expect it to work. If you need this sort of functionality you need to look at MS-CRM I am afraid. History: You need...
Posted to
David Overton's Blog
by
David Overton
on Sat, Jul 28 2007
Filed under: Office System, Support and Tools, Windows Server 2003, Office 2007, Outlook, BCM, Business Contact Manager, Office 2003, Terminal Server
Once again I thought I would put pen to e-paper on the top reasons I give people to move to Office 2007. I don't think there are many businesses out there that use a PC and don't use some form of office productivity suite and while most use Microsoft Office XX (where XX could be 97, 2000, XP...
Posted to
David Overton's Blog
by
David Overton
on Fri, Jul 20 2007
Filed under: Office System, Business, Windows Mobile, Office 2007, Marketing, mobile, Word, Excel, Outlook, PowerPoint, Demo, Training, Tips, Small business, Partner, BCM, Business Contact Manager
Someone asked me how to do this and I discovered that you can't have a negative discount percentage, negative quantity or negative price. So this makes it impossible to do... well, no, but it is not quite as easy as we would like. To make it work you need to create a Product and Service csv file...
Posted to
David Overton's Blog
by
David Overton
on Thu, Jul 12 2007
Filed under: Office System, Support and Tools, Business, Office 2007, Documentation, Tips, Small business, Partner, BCM, Business Contact Manager
I found this on the Office Website when someone asked me about form customisation for BCM. I thought I would share it. Demo: Customize Business Contact Manager forms You can customize Microsoft Office Outlook 2007 with Business Contact Manager forms by adding fields and list items (drop-down lists) that...
Posted to
David Overton's Blog
by
David Overton
on Mon, Jul 2 2007
Filed under: Office System, Support and Tools, Developer, Community, Office 2007, Outlook, Partner, BCM, Business Contact Manager