 |
 | Home | Contact Us | FAQ | Search & Site Map | Link to Us |
 | Sign In | Join | Other 45 Sites in Network |
| HomeDiscussionsAccessExcelInfoPathOutlookPowerPointPublisherWordDirectoryUser Groups Related Topics Outlook ExpressInternet ExplorerWindowsMS Server ProductsMore Topics ... |
MS Office Forum / Outlook / Business Contact Manager / January 2008Solution for small leasing Co?
I am part of a 4 man small ticket leasing outfit and have the following questions. 1. What infrastructure do we need to share OUtlook 2007 Business Contact Manager info? Exchange Server? What else? 2. How easy it it to customize for our specific needs. 3. Can one assign specific documents to a prospect client? Can there a be a pool of shared common documents ie marketing and sales materials? Thimk: You need a PC to function as the "server" -- not a real server, just a dedicated PC that would host the BCM master database. Exchange is great for email, and the synchronizing of tasks and appointments but it doesn't have to be hosted at your office -- you can use a hosting company to do that for about $10 per user per month. BCM is pretty easy to customized. If you don't find enough info in the Help file, check out my Dummies book. Yes, you can assign documents to a contact and attach them to Communications History for each contact. Right click on the contact in a list, choose Create, then New Linked File for Business Contact. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com >I am part of a 4 man small ticket leasing outfit and have the following > questions. [quoted text clipped - 4 lines] > a > pool of shared common documents ie marketing and sales materials? I am looking to have the BCM database hosted so it accessible from multiple locations. ie Home, office, traveling....etc.... Perhaps the question is now, Can someone host both BCM and Exchange? IF so, any =vendors in particular? Intermedia says no. If not, anyone that can host just the BCM database. SOrry, for any typos as I am typing without my reading glasses an everything looks nice and fuzzy. > Thimk: > [quoted text clipped - 30 lines] > > a > > pool of shared common documents ie marketing and sales materials? I don't believe that MS wants to enable BCM to be hosted for remote, multiple location access as you describe. In the seemingly limited worldview coming out of Redmond, WA, such hosted access functionality would compete directly with their more expensive Dynamics CRM offering. I think this omssion of BCM remote functionality is a backwards thinking blunder by MS because rather than compete, it would compliment and encourage greater adoption of the MS platform. Migration from BCM to the full CRM for remote users would occur more easily once someone is familiar with the BCM data objects, etc and their needs grew to require it. -THP >I am looking to have the BCM database hosted so it accessible from multiple >locations. ie Home, office, traveling....etc.... [quoted text clipped - 11 lines] >> > a >> > pool of shared common documents ie marketing and sales materials? On Jan 13, 8:29 pm, "mrtimpeterson via OfficeKB.com" <u8453@uwe> wrote: > I don't believe that MS wants to enable BCM to be hosted for remote, multiple > location access as you describe. In the seemingly limited worldview coming [quoted text clipped - 28 lines] > > - Show quoted text - Having discussed this directly with Microsoft, I can tell you that the availability of remoting features is a function of the resources required to implement such versus other possible features and the number of users for the feature. The difference between BCM and MSCRM is the number of users and size of the company each product is designed for. BCM would love to provide a remoting solution to their customers and MSCRM doesn't want to deal with customers that don't have an IT staff. Clearly there's a gray area where a customer can decide to use one or the other, and Microsoft would like BCM customers to migrate to MSCRM as their companies grow, but conspiracy theories are best left to that MI5 poster. I don't believe that conspiracy theories have anything to do with this. It all comes down to how one assesses the marketplace. I believe that MS has it all wrong. Neither the size of an organization nor whether they have IT staff should determine which application to use. In their monopolistic messaging to the marketplace, MS will preach this nonsense but just look at the explosive growth of "hosted" solutions for remote data access. The sector that is driving this most profoundly are the small business mobile warriors such as myself. It is plain stupid for MS to have exchange but not include BCM in such functionality. It just forces users to look elsewhere rather than adopt the MS platform. I remain convinced that such short sightedness is by intended design rather than an accident. There are some positive signs that they might be starting to "get-it" with the Office Live solution based upon SharePoint technology. Of course, true to MS bureaucratic tradition, Office Live does not yet integrate seamlessly with BCM data either. Can anyone say clueless? -THP >On Jan 13, 8:29 pm, "mrtimpeterson via OfficeKB.com" <u8453@uwe> >wrote: [quoted text clipped - 15 lines] >to migrate to MSCRM as their companies grow, but conspiracy theories >are best left to that MI5 poster. On Jan 14, 5:35 pm, "mrtimpeterson via OfficeKB.com" <u8453@uwe> wrote: > I don't believe that conspiracy theories have anything to do with this. It > all comes down to how one assesses the marketplace. I believe that MS has it [quoted text clipped - 40 lines] > > - Show quoted text - I'm sure the BCM team would love it if Exchange, Activesync, Office Live, and so on, would support BCM. If you contact those groups and request it, BCM support would move up their list of most requested features. |
Reply to this Message |
 Sign In
 Join
 My Latest Posts My Monitored Threads My Blog My Photo Gallery My Profile My Homepage Start New Thread Enable EMail Alerts Rate this Thread
|
©2008 Advenet LLC Privacy Policy - Terms of Use
This website includes both content owned or controlled by Advenet as well as content owned or controlled by third parties.