What is the Killer App for Office 2007 - Business Contact Manager (BCM)

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

George de Vries — Mon, 20 Oct 2008 11:54:06 GMT

Hi there,

I look at all answers in here but couldn't find a answer. So I will ask it again.... Will BCM 2007 work on a Terminal Server 2003/Citrix environment?

Regards,

George

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Karan — Sat, 28 Jun 2008 22:54:02 GMT

Hi Dave,

I am trying to establish if it is possible to create (and view) relationships between people. We want to basically view who knows who sort of information.

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Lea — Mon, 26 May 2008 02:55:28 GMT

H David,

While searching for a solution to my problem I saw Andrew entry for September 2, 2007 entry.

Its the same issue as we are having and I wondered if there was ever a solution put forward for it.

Thanks Lea

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Luke Shaw — Sat, 29 Mar 2008 00:46:23 GMT

Hi,

I want to run Sharepoint Services 3 on SBS 2003 and use BCM to act as a small crm system. Do you know of anyway to link the products so that you can get one view of you entire customer?

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Rod — Thu, 14 Feb 2008 06:22:43 GMT

I have the same question Andrew Sadler and Tyler asked.

Did you ever figure out how to link the contacts to accounts during import? Mapping them to "Parent Account Name" doesn't seem to work. I'm importing outlook contacts.

Thanks,

Rod

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Martin McCarthy — Tue, 12 Feb 2008 15:34:35 GMT

Hi David,

I have 2 small businesses that I currently keep track of using Access, I would like toi take advantage of BCM and eventually Microsoft Office Accounting. To be able to do this I will need to set up Contacts and Accounts in BCM. I can import the data into either the Contacts or the Accounts but I will then need to link one to the other separately, as I have over a thousand records to import this will take some time and effort. Is there any way of automating this (perhaps through SQL Server?).

Martin

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Tyler — Thu, 10 Jan 2008 07:34:43 GMT

I have the same question Andrew Sadler did on the 30th of january last year. Did you ever figure out how to link the contacts to accounts during import? Mapping them to "Parent Account Name" doesn't seem to work.

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Thu, 01 Nov 2007 09:04:33 GMT

Ted,

I disagree. BCM DOES allow sharing of information in the scenario you talk about and Small Business Server which has Windows Server, Exchange and much, much more is available cheaper than a Windows Server, is low maintenance and I think in the UK alone, several thousand partners would be able to tell you how a network centered on SBS has saved their customers money, time and given them much, much more than just "PIM sharing". If you want to really know more, e-mail a list of your network requirements to admin@uksbsguy.com and how much you think you would be prepared to pay for this and I will tell you how amazingly easy it would be to buy this with SBS.

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Ted — Thu, 01 Nov 2007 08:38:19 GMT

All the fancy stuff doesn't seem to me to address Outlooks basic and continuing failing - i.e the fact that contact information cannot be shared between PC's on an office network (yes I know all about the extremely complex and cumbersome Exchange) - but surely a straightforward sharing system is long overdue... I have another very cheap and basic PIM program which includes that facility .......... Ted

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Thu, 01 Nov 2007 00:07:18 GMT

Tom,

BCM and Office Accounting can be configured to work together, however I don't see how you could take the data which is basically stored in SQL and suddenly use WSS v3 to deliver workflow.

Sorry

David

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Thu, 01 Nov 2007 00:06:25 GMT

Paul, I doubt the "marketing" piece will be available, however the tool is basically a list manager. BCM has those capabilities.

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Tom — Thu, 25 Oct 2007 19:53:52 GMT

Yes BCM 2007 great improvement over previous and it integrates well with Small Business Accounting...but I'd like to use both BCM and Accounting in a WSS 3.0 enviroment on SBS to create a few workflows and can't find any info on that integration.

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Paul Watkins — Tue, 18 Sep 2007 17:06:11 GMT

I have read a lot about the benefits for BCM 2007 and its email marketing system and it seems to be exactly what I need but it seems the email marketing system is not available in the UK yet - any idea when it might be?

Thanks

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Andrew — Sun, 02 Sep 2007 10:13:45 GMT

Hi David, thanks for your comments.

I have spent more time investigating, and my initial comments were slightly incorrect:

I have a small business with 2 X PC's both running MS Vista Ultimate and MS Office 2007 Ultimate. BCM is used and shared between the 2 PC's.

PC 'A' - contains physical database

PC 'B' - shares the database from PC A

On PC A, I create a new Account (the new Account automatically appears on both PC's). I then go into that Account and create a 'follow up' - the follow up only appears in the 'to do list' of PC A.

On PC B, the newly created Account can be viewed (but not on the to do list as a follow up - no flag). I then create a follow up, it then appears on the to do list on PC B - from this stage onwards the to do lists on both PC's are synchronised. Whichever PC I go to and make changes to the follow up for the Account, the to do lists are synschronised.

This process happens the other way around too - meaning, if the Account and follow up are created on the PC B, the Account appears on the PC A, but the follow up does not (and so on).

It does the same regardless if assigned to someone or not.

This is the only way I can succesfully scynchronise the to do lists - this doesn't seem right. Is this a known problem with BCM?

I also note that when I create an Account on PC A and set it to 'non-active' (no tick in box - and it doesn't matter which PC I do this from), when I go to PC B and open up the created Account, it is set to 'active' - not a huge problem, but curious as to why this would happen?

Hope you are able to help. Many thanks in advance David.

Andrew

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Fri, 31 Aug 2007 07:00:35 GMT

Andrew,

is the action assigned to someone? If so, perhaps this is why it is only appearing on one to-do list. If this is not the case I will investigate more, let me know.

thanks

David

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Andrew — Thu, 30 Aug 2007 14:26:42 GMT

David,

I have a small business with 2 X PC's both running MS Vista Ultimate and MS Office 2007 Ultimate. BCM is used and shared between the 2 PC's.

On the PC which does not physically contain the database, I am able to go into an Account and create a 'follow up' - this follow up appears on both PC's 'to do' list and both PC's are then able to make changes to the follow up, as expected.

However, on the PC where the database is stored, upon creating a 'follow-up' it appears in the 'to do' list of that PC - however this follow up cannot be viewed on the other PC that doesn't have the physical database.

Any suggestions? many thanks in advance.

Andrew

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Rafal — Mon, 13 Aug 2007 20:26:13 GMT

How to customize BCM to make a quotation for client directly from Opportunity form or any ither place in Outlook ?

Rafal

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Traci — Fri, 27 Jul 2007 20:55:18 GMT

Where are the to-do list tasks stored in BCM? I've added follow-ups to my contacts and they show in OL2007 in the same list as my non-BCM tasks. However, I'm unable to sync them with my wireless device because the sync program only looks in the Tasks folder (which only contains tasks not associated with BCM). I'm only running BCM locally on my laptop as I don't need to share the data with anyone else at this time. Thanks!

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Hagen — Thu, 26 Jul 2007 23:48:46 GMT

I would also like to know if BCM 2K7 will run on TS 2003. we have several remote users that only connect via remote desktop (we are a rural but very large Ag Co. and our only internet connection is via satellite thus limiting VPN connections) We are currently migrating to BCM 2K7 from Outlook 2003. We switched from one user that had goldmine (very clunky) and need to have everyone that is remote be able to use BCM 2K7.. is this possible in a TS environment? PS. An upgrade to our current Office 2003 Pro on the terminal server failed and I had to back everything off and restore multiple settings and files..

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Duane — Thu, 19 Jul 2007 08:58:01 GMT

David,

We have a client that wants to run BCM 2k7 on a 2k3 TS with all user RDP client profiles loading Exchange 2k3 mailboxes. As Exchange mailboxes cannot be loaded on a TS in Cached Mode and BCM requires Cached Mode to function, how does this work (if at all)?

Duane

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Duane — Thu, 19 Jul 2007 08:51:12 GMT

Were you able to get a response to Paulie's question regarding running BCM 2k7 on TS David? (Nov-06)

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Fri, 22 Jun 2007 13:18:27 GMT

Tad,

do you mean the main reason you went to 2007 was the ability to share? Anyway, you just to clarify - is your question can you have some people on 2003 and some on 2007 against the same database?

thanks

David

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

Tad Cooper — Fri, 22 Jun 2007 12:27:25 GMT

We have recently started migrating some of users to BCM 2007 - mainly those sales and marketing people who travel with laptops. The reason we went to 2003 was the ability to share the data and take a local copy on the laptops. We also have inside people who do not have to travel and have 24-7 access to the server from their desktop. Do you know how I can integrate BCM 2003 users and BCM 2007 users?

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

John McCarvill — Tue, 05 Jun 2007 17:18:33 GMT

We are using BCM as a nice, rich, Outlook-based client for accessing our other online systems. We have been able to do some pretty interesting modifications to BCM that, although unsupported, allow us to integrate it with other products such as a highly customized Microsoft CRM-based business portal as well as customize the base forms within BCM. Our custom BCM logic allows us to modify the BCM forms as well as to perform high-performance background synchronization with other online systems. If you are interested, take a look at our website for more info: http://www.consultimc.com/ContentPage1.aspx?Content=Product-IT-BCMPortalClient I'd be glad to help others develop their BCM-based solutions, John

re: What is the Killer App for Office 2007 - Business Contact Manager (BCM)

David Overton — Wed, 23 May 2007 20:06:25 GMT

John,

Outlook with BCM only ships in 3 versions of Office - I know this is a pain. I will ask, but I suspect that you need either Small Biz, Pro (not Pro Plus) or Ultimate. Outlook with BCM does not require a Volume License to run inside Terminal Services. Office 2007, all components, has to be licensed using VL to run under TS.

I will ask and get back to you.

thanks

David