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Lowdown on Business Contact Manager

There is a great write up on Business Contact Manager for Outlook 2003 at :

http://office.microsoft.com/en-us/assistance/HA011505241033.aspx

The article is an adaptation from Jim Boyce's book on Office Outlook. Jim has written nearly 50 books on software and operating systems. Nearly a dozen on Office and Outlook.

New users to BCM will find the screen shots and descriptions of the key feature areas very useful.

The 2007 version of Outlook with Business Contact Manager is in development right now with some very exciting features that will add another level of benefits to small businesses who want to manage their projects, sales and marketing processes centrally. I am extremely proud of the new and enhanced features in this the third major release of the BCM feature area in Outlook. The prerelease product guide is now live at :

http://www.microsoft.com/office/preview/programs/outlookbcm/guide.mspx

Beta 2 for Office 2007 is coming. There is still time to sign up.

Published Tuesday, April 11, 2006 9:17 PM by Rajat Taneja

Comments

Saturday, May 06, 2006 2:47 PM by Andrew Calvo

# re: Lowdown on Business Contact Manager

Comment about Jim Boyce's review... In the last part of the review - he makes a grave error.. Jim states that BCM is not a multi-user product, and the only way to share the database between more than one user is to export the database, and use that export as a base for the second user..
This is incorrect. BCM 2003 is shared on more than one computer in my office, and it is shared using the capabilities within BCM 2003 (SQL Server Express)..
Makes me wonder how many other "facts" are wrong his in his books... I'll never buy one now..
Wednesday, May 10, 2006 7:17 PM by SriniM

# re: Lowdown on Business Contact Manager

In his book Jim Boyce reviewed Business Contact Manager for Outlook 2003 which, when it released in October 2003, did not have multiuser capabilities.

We later released an Update to Business Contact Manager for Outlook 2003 in June 2005 which introduced multiuser capabilities, i.e. sharing BCM data with other users while on-line.

We are currently in Beta of Business Contact Manager for Outlook 2007 where we have enhanced the multiuser capabilities even more, allowing users to go off-line with their data and work with their data while off line.  When the user returns to the office, the changes get synchronized back to the Business Contact Manager database.

SriniM - Small Business Applications Team
Wednesday, May 17, 2006 11:17 AM by se00jm

# re: Lowdown on Business Contact Manager

will we be allowed to create custom fields and modify the design of forms in the new release?
Wednesday, May 17, 2006 6:58 PM by SriniM

# re: Lowdown on Business Contact Manager

Yes, users will be able to create user-defined fields, edit drop down boxes, and to a limited extent modify the design of the forms

SriniM - Small Business Applications Team
Thursday, May 18, 2006 11:12 AM by se00jm

# re: Lowdown on Business Contact Manager

This is starting to sound promising.

The other major limitation I have found in the current version of BCM is the generation of reports.

I would like to be able to export a report to Excel for all activities carried out in the previous week or month, or for a whole opportunity/project. I can kind of do this for an opportunity at the moment but the reports are not in table form so any further analysis in Excel would require a silly amount of cutting and pasting to get the data into an analysable arrangement. I want to be able to include the category as one of the columns and the duration as another column so I can get totals of time in each category i.e. how much time I spent doing chargeable work, training, phone calls, admin etc.

I understand that a link to SBA will allow totalling of billable time but I’m really after more detail than this and I really don’t need SBA – I have a limited number of transactions as a consultant and Excel works just fine.
Thursday, May 18, 2006 6:19 PM by BretD

# re: Lowdown on Business Contact Manager

Reporting is completely new in BCM this time around, and the things you are asking about in your post concerning reporting are now possible.

Thank you very much for your interest in Business Contact Manager.  I highly recommend that you sign up for the upcoming Beta, and try out all of the new and improved features of Business Contact Manager.



BretD - BCM Team
Thursday, May 18, 2006 7:12 PM by se00jm

# re: Lowdown on Business Contact Manager

Of course I can export the flat table of the calendar to excel between certain dates. But currently this does not include any information on what opportunities the appointments were linked to so I can not filter for this in excel.
Saturday, May 27, 2006 2:33 PM by D

# re: Lowdown on Business Contact Manager

I actually have to questions.

Does BCM store all common contacts on a "server" so that in the event that some users disconnect from the LAN, the remaining users still have access to all of the common contacts?

I am glad to hear that BCM 2007 will allow for offline access to data. Is it possible to connect a PC to the LAN (for use with BCM) through an internet connection without using a VPN?

Does BCM have a field for Opting Out of email and can emails sent out contain a Opt-Out link that will automatically change the value stored in the Opt-Out field withn BCM?

Thanks in advance for your assistance.
Wednesday, May 31, 2006 5:05 PM by neill

# re: Lowdown on Business Contact Manager

what about running the BCM database on a server as opposed to a desktop machine.  idealy on our SBS 2003 machine.  will that be supported and straight forward?
Friday, June 02, 2006 2:29 PM by BretD

# re: Lowdown on Business Contact Manager

Answering a few posts from above:

"Does BCM store all common contacts on a "server" so that in the event that some users disconnect from the LAN, the remaining users still have access to all of the common contacts? "

"what about running the BCM database on a server as opposed to a desktop machine.  idealy on our SBS 2003 machine.  will that be supported and straight forward?"

BCM stores its data in a different data store than Outlook does, utilizing MS SQL technologies.  In the currently shipping version, as long as the user hosting the data does not disconnect from the LAN, any other user that does disconnect will not effect the others.

In the upcoming version, now in Beta testing, we have included the ability for the user to go off line and do some work while off line, and then have his changes synchronized back to the main database when back on-line.

Also in the upcoming version, we will now support the placement of the database on a different machine -- including an Small Business Server one.

"I am glad to hear that BCM 2007 will allow for offline access to data. Is it possible to connect a PC to the LAN (for use with BCM) through an internet connection without using a VPN?"

Accessing data on your local machine from the internet, any data -- not just BCM data -- without a VPN or other secure conduit is highly ill-advised.  This leaves your computer open to the possibility of attacks and viruses from the internet.

Tuesday, June 06, 2006 11:37 AM by Filip Verhaeghe

# re: Lowdown on Business Contact Manager

The Beta 2 of Office 2007 does not seem to contain the business contact manager. Is there a separate download, perhaps in the future? When should we expect this?

Thanks.
Tuesday, June 06, 2006 2:19 PM by BretD

# re: Lowdown on Business Contact Manager

The location of the download is the same as the one for the Office 2007 Beta 2.  It is not part of the download of the Office System, so you will have to specifically download that as well.  The link to it is on the same page where you select to download Office and all of the other apps.  BCM is the 3rd on the list.

BretD - BCM Team
Monday, June 12, 2006 4:48 PM by SarahB

# re: Lowdown on Business Contact Manager

I'm wondering if BCM (either 2003 or 2007) can handle a database of 10,000 contacts, shared among 25 people?

Thanks!
SarahB- UNIX person who got drafted into an area she doesn't know that much about... <g>
Monday, June 12, 2006 9:02 PM by bryanknox

# re: Lowdown on Business Contact Manager

Where can I find technical information on how BCM 2003 shares information between users?
Thursday, June 15, 2006 12:40 PM by Rajat Taneja

# re: Lowdown on Business Contact Manager

Sarah, BCM can indeed share 10,000 contacts very easily in a small work group environment. However it appears you are looking at a larger deployment (25 users). For that type of concurrent use, I would recommend our MSCRM product which is a client - server based CRM software and also native within Outlook. Addl info on both MSCRM and BCM can be found at www.microsoft.com.
Friday, June 16, 2006 2:41 PM by BretD

# re: Lowdown on Business Contact Manager

Bryanknox asked:

"Where can I find technical information on how BCM 2003 shares information between users?" 

BCM utilizes the Microsoft SQL Desktop Engine (MSDE) for its data store, and sharing between users is accomplished by sharing access to the database with these users.  This means granting users access to this database, so their BCM (on the same PC or on a different PC on their network) points to and uses this common shared database.  This is accomplished within BCM itself, through the menus.

For addl info, a great resource is the BCM newsgroup at :

http://www.microsoft.com/office/community/en-us/default.mspx?dg=microsoft.public.outlook.bcm&lang=en&cr=US

BretD - BCM Team
Wednesday, June 21, 2006 9:01 PM by MartinT

# re: Lowdown on Business Contact Manager

will it be possible for me to dynamically alter the type of user defined fields being displayed within a BCM form. i.e. i would want to make the UDF's dependent upon a dropdownlist within the form. whenever a new item was selected within the dropdownlist, i would need to update the type of UDF's being displayed to match the new selection.

thanks.
Wednesday, June 21, 2006 11:03 PM by MartinT

# re: Lowdown on Business Contact Manager

Could somebody please comment on what the BCM offers for developers wishing to use the model as a base for a richer application.
Friday, June 23, 2006 4:08 PM by Hugo

# re: Lowdown on Business Contact Manager

It will be secure to have a database on business contact manager with 30.000 contacts?
Tuesday, June 27, 2006 10:46 AM by Andrew

# re: Lowdown on Business Contact Manager

Does OL BCM 2007 still use MSDE or does it now use SQL 2005 Express? Doesn't MSDE have a 5 connection limit for a shared database?

Could BCM 2003/2007 run on a Windows 2003 Terminal server and serve up to 10 users locally on the same server? Would that access need to be via the built in BCM sharing setup or could they all just connect to say a local DSN for DB access?

Thx in advance.
~A.
Tuesday, July 11, 2006 5:21 PM by SarahB

# BCM and Exchange

Hi, This is a quote from the great article mentioned above:
"You can't include BCM in the same Outlook e-mail profile as your Exchange Server mailbox."

Is this still true in BCM 2003?  Will it be true in 2007?

Thanks!  
Friday, July 14, 2006 10:35 AM by SarahB

# re: Lowdown on Business Contact Manager

Okay, I now know that BCM v.2, which works with Outlook 2003 and BCM v.3, which works with Outlook 2007, both support having BCM in the same profile with your Exchange mailbox, so my above question is answered.

I really really love BCM.  Someone at my organization wrote an access database to do the same things BCM does, but having those functions integrated with Outlook is terrific.

I am absolutely convinced that BCM will have to be integrated with Exchange, so if that's not in the works yet, Microsoft may as well include it in their plans.  I know that when more people start using BCM when 2007 comes out, they will *all* ask for this.

Thanks!
Sarah

Wednesday, August 23, 2006 10:39 PM by AndrewH

# re: Lowdown on Business Contact Manager

The ability to export and import is good.  I noticed that what gets exported can't be directally imported: such as T/F (0/1) may export as TRUE but expects (requires) a "1" when imported.  A few of the fields were missing as well, like "File As", "Category".  If you look about in the SQL tables, exposing the import export fields can be modified with CAUTION, backups...

I also found a problem when running Mail Merge from Word.  Not all of the fields in BCM are exposed to Word.  On top of that, depending on the data connection method, the advanced filter (to limit the records) may / may no display the logical condition of "contains" along with a few other tests.  With BCM2003 make a custom view with the data required and initiate the Mail Merger from Outlook... much more stable.

# Business &raquo; Microsoft Small Business Applications : Lowdown on Business Contact Manager

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