Microsoft outlook business contact manager
![microsoft outlook business contact manager microsoft outlook business contact manager](http://images.amazon.com/images/G/01/software/detail-page/office2007pro-5-lg.jpg)
- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER INSTALL#
- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER UPDATE#
- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER REGISTRATION#
- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER SOFTWARE#
We recommend that you test the migration with a test Outlook Customer Manager account before running the tool while signed into your actual Office 365 production account. If the BCM database name is “OCM10\MSSmallBusiness3”, then use the following value in the tool:Īfter you check the information, click “Test Database Connection” before continuing. If you are not sure of your BCM database info, please open Outlook and navigate to File > Business Contact Manager and look for “Manage Database” section below.
#MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER INSTALL#
Install the BCM Migration Assistant toolįrom the BCM machine (or the machine that host the SQL database for BCM), download and install the tool from īy default, the tool is configured to use the local SQL server name. To start the migration, please use the following steps: 1.
#MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER SOFTWARE#
If you would like the migration to be done for you, or customized to accommodate special business scenarios or to export to a different data format, please contact Rockin’ Software by email, web form or book an appointment online. The code can always be changed to use a different application and tenant ID for a different Office 365 account, or compiled and distributed through other means.Ī: Yes, it is published on GitHub under an MIT license.
![microsoft outlook business contact manager microsoft outlook business contact manager](http://www.outlookipedia.com/images/Outlook_Business_Contact_Manager_ContactView.gif)
#MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER REGISTRATION#
This application will only work in its current state as long as it continues to be hosted in that tenant but there are no guarantees that the application will continue to work due to unforeseen circumstances with the application registration or the Office 365 subscription, or that it will continue to be available for installation from the URL published below. However, the tool is currently registered as an Office 365 application associated with Eric Legault Consulting Inc./Rockin’ Software and hosted in that company’s Office 365 tenant. Q: What happens if I run the migration again?Ī: Previously imported items will NOT be updated, but existing items will be updated again if changes have been made in BCM.Ī: Yes. You may wish to subscribe to the relevant issue to be notified when this logic changes. NOTE: Existing Deals are currently NOT being updated. The relevant fields will be updated with non-empty values from BCM
![microsoft outlook business contact manager microsoft outlook business contact manager](https://www.companionlink.com/blog/wp-content/uploads/2009/07/ms-bcm.png)
#MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER UPDATE#
Q: Will the tool create duplicates of existing items or will it update them?Ī: If an OCM Company or Contact exists with the same Display Name value in the equivalent BCM Account or Contact Full Name field, they will be UPDATED. You can run the tool on any PC that has access to the BCM database on your network while logged into Windows as an authorized BCM user. Q: Do I need to run the tool on a PC with BCM installed or on the BCM server?Ī: No. You just need to login with the tool using an Office 365 account in a subscription that has Outlook Customer Manager enabled.
![microsoft outlook business contact manager microsoft outlook business contact manager](https://www.companionlink.com/blog/wp-content/uploads/2020/02/dpco-ocm-replacement.jpg)
Q: Do I need Outlook 2016 or the Outlook Customer Manager add-in installed to use the tool?Ī: No. Automatically links imported Contacts to Companies, and Deals to Companies and Contacts.Migrates Business Notes and Phone Log history to Outlook Customer Manager’s activity timeline.Automatically migrates BCM opportunity stages and creates new Outlook Customer Manager deal stages.Ability to map additional BCM fields to Outlook Customer Manager custom fields.Migrates default business contacts, accounts, and opportunity fields to the equivalent Outlook Customer Manager fields.The Business Contact Manager (BCM) Migration Assistant tool automates migration of business contacts, accounts, and opportunities to Outlook Customer Manager (OCM).