Outlook w/BCM and shared contacts turk54 2/22/2007 9:55:14 PM We are looking to share contacts with BCM (or some other product). We have a new SBS 2003 and most of us run Office 2003. We would like to use BCM as a CRM like product, where all emails and notes and history for any given contact by any individual within our company can be seen by all individuals, most of them in remote offices. Can we accomplish this with BCM? Do we need to do VPN connections, or are there performance issues with this? Can we use Share point Services for this, or am I barking up the wrong tree? We don't want to run this offline, because we are concerned of the growing database on each remote PC and the overheads with syncing. Also, is there anything published that describes the improvements, etc. with BCM 2007? Thanks for any guidance and assistance you can provide.

Re: Outlook w/BCM and shared contacts "Clinton Ford [MSFT]" <ClintonFordMSFT[ at ]discussions.microsoft.com> 2/24/2007 1:05:11 AM Yes, database can be hosted on SQL Server 2005 running on Small Business Server or Windows Server. For more information, refer to the whitepaper: http://www.microsoft.com/downloads/details.aspx?FamilyID=f24267ee-9ad5-4be5-b888-c9a50ae395ca&DisplayLang=en BCM comes with built-in offline capability so that you can take your contacts on the road on your laptop. But if you need a live connection, VPN is currently the best solution. -- Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "turk54" <turk54[ at ]discussions.microsoft.com> wrote in message news:87350028-2BFD-430F-B2EE-3306E179F5D8[ at ]microsoft.com... We are looking to share contacts with BCM (or some other product). We have a new SBS 2003 and most of us run Office 2003. We would like to use BCM as a CRM like product, where all emails and notes and history for any given contact by any individual within our company can be seen by all individuals, most of them in remote offices. Can we accomplish this with BCM? Do we need to do VPN connections, or are there performance issues with this? Can we use Share point Services for this, or am I barking up the wrong tree? We don't want to run this offline, because we are concerned of the growing database on each remote PC and the overheads with syncing. Also, is there anything published that describes the improvements, etc. with BCM 2007? Thanks for any guidance and assistance you can provide.

Re: Outlook w/BCM and shared contacts turk54 2/24/2007 3:31:00 AM Thanks for the reply. I'm curious if we can set up sub folders for diferent types of clients or not? If not, is this being considered by MS for a future release, or is this beyond the scope of BCM and more for a CRM user? I know that there are categories, but it would seem more in tune with how we currently work inside of Outlook to have sub folders. Is there any capability to only allow only certain users access to limited client information or not? Again, this might be outside the scope of BCM, and more of a CRM type product requirement. Thanks in advance for any further assistance. "Clinton Ford [MSFT]" wrote: [Quoted Text] > Yes, database can be hosted on SQL Server 2005 running on Small Business Server or Windows Server. For more information, refer to > the whitepaper: > http://www.microsoft.com/downloads/details.aspx?FamilyID=f24267ee-9ad5-4be5-b888-c9a50ae395ca&DisplayLang=en > > BCM comes with built-in offline capability so that you can take your contacts on the road on your laptop. But if you need a live > connection, VPN is currently the best solution. > -- > Visit team blog at http://blogs.msdn.com/bcm > This posting is provided "AS IS" with no warranties, and confers no rights > "turk54" <turk54[ at ]discussions.microsoft.com> wrote in message news:87350028-2BFD-430F-B2EE-3306E179F5D8[ at ]microsoft.com... > We are looking to share contacts with BCM (or some other product). We have a > new SBS 2003 and most of us run Office 2003. We would like to use BCM as a > CRM like product, where all emails and notes and history for any given > contact by any individual within our company can be seen by all individuals, > most of them in remote offices. Can we accomplish this with BCM? Do we need > to do VPN connections, or are there performance issues with this? Can we use > Share point Services for this, or am I barking up the wrong tree? We don't > want to run this offline, because we are concerned of the growing database on > each remote PC and the overheads with syncing. Also, is there anything > published that describes the improvements, etc. with BCM 2007? Thanks for > any guidance and assistance you can provide. > > >

Re: Outlook w/BCM and shared contacts "Mukesh Agarwal [MSFT]" <mukeshag[ at ]online.microsoft.com> 2/27/2007 2:36:04 AM You can't add subfolders. However, you can create Search Folders that might provide you what you are looking for. We posted an article on our team blog on how to create search folders. On you second question, BCM doesn't have any permission model. All users can see all data. The only restriction is normal user can't hard delete any item from BCM folder. You will need database owner permission to hard delete the items. Since BCM is designed for small business customers, the lack of permssion model is an intentional design to keep the product's simplicity. -- Mukesh Agarwal [MSFT] Visit team blog at http://blogs.msdn.com/bcm This posting is provided "AS IS" with no warranties, and confers no rights "turk54" <turk54[ at ]discussions.microsoft.com> wrote in message news:ECAC0877-39D1-4801-BFAB-47927A2C2133[ at ]microsoft.com... [Quoted Text] > Thanks for the reply. I'm curious if we can set up sub folders for > diferent > types of clients or not? If not, is this being considered by MS for a > future > release, or is this beyond the scope of BCM and more for a CRM user? I > know > that there are categories, but it would seem more in tune with how we > currently work inside of Outlook to have sub folders. Is there any > capability to only allow only certain users access to limited client > information or not? Again, this might be outside the scope of BCM, and > more > of a CRM type product requirement. Thanks in advance for any further > assistance. > > "Clinton Ford [MSFT]" wrote: > >> Yes, database can be hosted on SQL Server 2005 running on Small Business >> Server or Windows Server. For more information, refer to >> the whitepaper: >> http://www.microsoft.com/downloads/details.aspx?FamilyID=f24267ee-9ad5-4be5-b888-c9a50ae395ca&DisplayLang=en >> >> BCM comes with built-in offline capability so that you can take your >> contacts on the road on your laptop. But if you need a live >> connection, VPN is currently the best solution. >> -- >> Visit team blog at http://blogs.msdn.com/bcm >> This posting is provided "AS IS" with no warranties, and confers no >> rights >> "turk54" <turk54[ at ]discussions.microsoft.com> wrote in message >> news:87350028-2BFD-430F-B2EE-3306E179F5D8[ at ]microsoft.com... >> We are looking to share contacts with BCM (or some other product). We >> have a >> new SBS 2003 and most of us run Office 2003. We would like to use BCM as >> a >> CRM like product, where all emails and notes and history for any given >> contact by any individual within our company can be seen by all >> individuals, >> most of them in remote offices. Can we accomplish this with BCM? Do we >> need >> to do VPN connections, or are there performance issues with this? Can we >> use >> Share point Services for this, or am I barking up the wrong tree? We >> don't >> want to run this offline, because we are concerned of the growing >> database on >> each remote PC and the overheads with syncing. Also, is there anything >> published that describes the improvements, etc. with BCM 2007? Thanks >> for >> any guidance and assistance you can provide. >> >> >>