David Overton's Blog and Discussion Site
This site is my way to share my views and general business and IT information with you about Microsoft, IT solutions for ISVs, technologists and businesses, large and small.  

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  • Import and export business data in Business Contact Manager 2007 - Outlook with Business Contact Manager - Microsoft Office Online

    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 use the Business Data Import and Export wizard to import (import: To bring information from one system or program into another. The system or program receiving the data must somehow support the internal format or structure of the data.) data into or export (export: To copy your Business Contact Manager for Outlook business data to a file of a different format for use in a database, a spreadsheet, or another program.) data from Business Contact Manager for Outlook 2007. What do you want to do? Import data Export data Use the wizard to update an existing database with information from another database ttfn David Technorati Tags: Microsoft , BCM , Business Contact Manager , Office 2007 , Office System , CRM , Small Business
  • Business Contact Manager Team Blog - good information, including SQL and VBA tools, Smartphone and product information

    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 Interval? Happy Holidays Business Contact Manager for Outlook 2007 SP1 is Live Business Contact Manager Team Blog ttfn David Technorati Tags: Microsoft , BCM , Business Contact Manager , Office 2007 , Office System , CRM , Small Business
  • Where to get lots and lots of information on BCM (Business Contact Manager) 2007

    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, I have been working with and for small businesses in a variety of roles." I love BCM and here are some of the things he has written about BCM. It is worth noting that Bill does not just write about BCM, but many things including marketing and many other issues that a small business would face. BCM: Setting Up Marketing Campaigns in BCM Tracking Customer Anniversary Dates in BCM Getting Started Managing Suspects in BCM Small Business CRM It has to be worth a look. ttfn David Technorati Tags: Business Contact Manager , BCM , Small Business
  • Business Contact Manage 2007 (BCM) with LinkedIn and/or Windows Mobile

    I was reading the Small Business Building Blocks blog and noticed this handy time for BCM and LinkedIn. As many of you know BCM is a favourite product of mine and one that providing the machine has the grunt is an excellent productivity tool. I've been playing around with the LinkedIn toolbar for Outlook . One of the issues that I constantly run into with tools like this is that they are made to work with Outlook contacts but don't always work with Business Contact Manager (BCM). I've had better luck with this add-in than others, so I thought I would post a little about what I have found. If anyone has figured out a better way to address these issues, I'd love to hear from you. The LinkedIn toolbar has a couple of ways to create contacts. One is from the LinkedIn dashboard, when it recognizes a contact in LinkedIn or your e-mail folders that is not set up as a contact. A second way is to use the "grab" button to create a contact from text or an e-mail signature. When LinkedIn creates...
  • Business Contact Manager (BCM) on Office 2007 error and the .Net framework

    I got an e-mail a few week back that showed a customer getting the following error with BCM: "Business Contact Manager failed to load". "Business Contact Manager failed to initialize Common Language Runtime Class not registered I was not able to respond timely, but I did get feedback that the issue was caused by a problem with the installation of the .Net framework. Updating and re-installing the framework fixed the problem. The partner that solved the problem was Pat Summers of PCS Enterprises in the US :-) ttfn David Technorati Tags: Business Contact Manager , BCM , error , .Net
  • Recent Business Contact Manager Questions and Answers

    I was just writing this e-mail back to someone who e-mailed me and I decided to blog it. - Is there a way to timestamp notes in Outlook by itself, or is the only way to get Business Contacts Manager? Everything in outlook has a timestamp, but obviously BCM has better facilities. You could write a short piece of VBA to add a time stamp button to the Notes form - Are the contacts stored in Outlook 2007 the same as those contacts stored in BCM or are they stored completely differently? Outlook contacts are stored in a PST file while BCM contacts are stored in a SQL database. To see the differences between the fields in contacts in BCM and Outlook, have a look at http://uksbsguy.com/blogs/doverton/archive/2007/05/04/what-is-the-difference-between-an-outlook-contact-and-a-business-contact-manager-bcm-in-office-2007-contact.aspx - If the contacts are different, will other third party programs like Plaxo be able to update files based on BCM or only the Outlook contacts? It depends on how they are accessed – you would...
  • Business Contact Manager 2007 (BCM) is NOT supported on Windows Terminal Server, but a little hack will make it work

    [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 a Volume License of Office 2007 to run in Terminal Services. You can get BCM with Volume Licensing of Office 2007 as noted at http://office.microsoft.com/en-gb/suites/FX101635841033.aspx Outlook running in Terminal Services does not run in cached mode - http://technet2.microsoft.com/Office/en-us/library/ba930d00-dc38-4564-ad00-8304d74f1d8c1033.mspx?mfr=true 3) BCM requires Outlook to run in cached mode (Office 2003 note in a KB about this - http://support.microsoft.com/kb/831747/en-us and I have had PSS confirm this is still the case with BCM and Office 2007) Wish this was not the case, but better to say up front rather than pretend. Now, updated, if you look at How to enable cached mode for Outlook when used inside...
  • Why should a small business use Office 2007

    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 or 2003), some use other products that in my opinion just don't compare for a business that wants to look great and work efficiently. With Office offering a massive choice of products and features, these are the headlines I use when talking to people. For those with a version of Microsoft Office, but not 2007 More Professional and Impressive documents and materials Use Microsoft Publisher 2007 to build sales and marketing materials that look agency made, but are actually in-house work The updated Microsoft Word 2007 has many features to ensure your documents have a professional, consistent look and feel throughout the whole document conforming to your brand goals (no matter how big or small they might be). The...
  • How to add a trade-in line item (i.e. give cash back to discount a deal) to BCM 2007

    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 to import to make it work. Here are the step by step instructions on installing it and using it. Installing the trade-in items Go to the BCM menu and select the Product and Services menu item Press the import button at the bottom of the dialog to get the screen shown on the left Create a csv file on your desktop called tradein.csv (start / run "notepad %homepath%\tradein.csv") Copy and paste the text below into the text file and save Trade In (10000), Trade in, -10000 Trade In (1000), Trade in, -1000 Trade In (100), Trade in, -100 Trade In (10), Trade in, -10 Trade In (1), Trade in, -1 browse the csv file on your desktop and press import Job done Using the trade-in items in an opportunity Now we have these...
  • How to customize Business Contact Manager 2007 forms in Outlook 2007

    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 are unique to your business. You can customize the following types of forms: Account Business Contact Opportunity Business Project You can customize drop-down lists by clicking Edit this list and then adding your item to the list. Watch this short demo to see how to customize a Business Contact Manager for Outlook form. How to do it (text version) Customize your Business Contact Manager forms through user-defined fields Customize drop-down lists on Business Contact Manager forms Demo: Customize Business Contact Manager forms - Outlook - Microsoft Office Online ttfn David Technorati Tags: Business Contact Manager , BCM , Customise , Customize
  • What is the difference between an Outlook contact and a Business Contact Manager (BCM in Office 2007) contact

    I was asked this by someone today and thought I would show you the differences BCM Contact General Page followed by the Outlook Contact General Page: There are lots of differences, but the big ones are: Information Source - where did it come from, how did you get this contact and which account started it. Classification - Is this a lead and is the person still "active". Also who is managing this person, what their credit rating is and whether there is a payment issue BCM Details Page followed by the Outlook Details Page: A host of job related information and then a section for personal information about the person, plus a huge comments section. There is also the communication preferences piece and the ability to suppress mailings (do not call, do not e-mail, do not fax, do not mail (write to on paper)). Finally the BCM (only) History Page: Some of this information can be automatically generated, so for example, the e-mail items can be auto generated whenever you mail, or they mail you. ttfn David Technorati...
  • Speed issues with large OSTs & PSTs patch for Outlook 2007 Available

    I saw this over at the The Official SBS Blog and thought I had better tell everyone about it given the traffic on the web page. Once you apply this patch you might get an BCM (Business Contact Manager) error if you have installed it - to fix this, go look at My BCM Updates Post and grab the one about "Outlook 2007 with Business Contact Manager: Prevent error message about version mismatch when certain Office 2007 applications are launched". [Today's post comes to us courtesy of Mark Stanfill] There is a new patch available for Outlook 2007 that fixes performance issues with large PSTs/OSTs. We highly recommend applying this patch on all systems with Outlook 2007 installed. If you are preparing a new installation, this patch should be applied in addition to the steps outlined in http://support.microsoft.com/default.aspx?scid=kb;EN-US;926505 . Direct Download: http://www.microsoft.com/downloads/details.aspx?FamilyID=c262bcfd-1e09-49b6-9003-c4c47539df66&DisplayLang=en KB article: http://support...
  • New downloads for Business Contact Manager for Office 2007 (and 2003) to provide Pocket PC / Windows Mobile 5 & 6 support, Admin a database on a SBS box, setup a database on a SBS box and offer Office Live Maps for contacts

    I have just got my new mobile phone and I thought I would update the BCM client - a quick trip to http://download.microsoft.com (link takes you to these results) led me to these results below. I think the ones shown are key for many people. Results for - "business contact manager" Title Release Date Popularity Outlook 2007 with Business Contact Manager: Prevent error message about version mismatch when certain Office 2007 applications are launched Prevents error message about version mismatch when you start certain Office 2007 applications on a computer that is running Microsoft Office Outlook 2007 with Business Contact Manager 5/1/2007 #963 Outlook 2007 or 2003 with Business Contact Manager Add-in: Business Contacts for Pocket PC This release is an add-in that allows you to synchronize your business contacts and a subset of your communication history to your Microsoft Windows Mobile 5.0 Pocket PC. 4/25/2007 #536 Business Contact Manager Database Admin Tool Users of Business Contact Manager for Outlook...
  • Outlook 2003 with Business Contact Manager and Small Business Accounting 2006 - Update for Vista and Office 2007 support

    Service Pack 4 for Outlook 2003 with Business Contact Manager Update and for Small Business Accounting 2006 fixes the following issues that were not previously documented in the Microsoft Knowledge Base: Application compatibility with Windows Vista Application compatibility between Outlook 2003 with Business Contact Manager Update and Office Accounting 2007 Source: Description of Service Pack 4 for Outlook 2003 with Business Contact Manager Update and for Small Business Accounting 2006 ttfn David Technorati tags: BCM , Business Contact Manager , Small business , CRM , Service Pack

(c)David Overton 2006-18