Similar Threads:
1.outlook 2007 with BCM - BCM query
In the BCM am trying to change the opportunities current view. I have added
my own fields successfully but when I add one of the default fields
"contacts" it allows me the add this to the view but nothing shows in the
field? This happens with several default fields? Why?
Thank you - David
2.Outlook 2007 with BCM - BCM query?
In the BCM am trying to change the opportunities current view. I have added
my own fields successfully but when I add one of the default fields
"contacts" it allows me the add this to the view but nothing shows in the
field? This happens with several default fields? Why?
3.BCM 2007 - How to create a document and include BCM data
I'm not trying to mail merge to 200 recepients in my contact list.
I want to automaticly create a document, where it includes contact
informatio from the contact that is actualy open.
This used to be possible before, but I can't seem to find it in 2007 and in
BCM.
I want the document to automaticly be registered under communications - just
like e-mails, calender events and so on.
Can anyone help me?
Best regards,
Henrik Notlev
4.BCM to CRM 3.0 Migration Q - Data Migration Wizard for Outlook BCM
Hi All,
This weekend I will be migrating from BCM to CRM 3.0 (on SBS 2003) and was
hoping to get a heads up on the following:
1) clarify a "Known Issues with the Data Migration Wizard for Microsoft
Outlook with Business Contact Manager" point that sticks out in the
documentation and in my long hours of reading online namely:
"The link between activities and parent accounts and contacts is not
preserved during migration.
If you have accounts or contacts in Microsoft Outlook with Business Contact
Manager that have activities, such as tasks or appointments, associated with
them, when you migrate the data to Microsoft CRM, the activities are not
associated with the accounts or contacts. These activities will be migrated,
but the Regarding field will be blank. "
surely this is a fundamental flaw here that anyone that has used BCM will
have history attached to each - we don't have a large amount of accounts -
several hundred - but they each have 40-100+ items of history so to go
through and manually manipulate these unassociated items/contacts will be a
nightmare!
how does one get around this using the migration tool (given I am just a
small operation so can't afford an expensive 3rd party tool)?
2) also in addition to the above any other gotchyas to be aware of using the
"Data Migration Wizard for Office Outlook with BCM" tool?
thanks in advance!
Nick
5.Can I share BCM V2 Database on 2003 by using BCM Data Admin Tool
I created a BCM database in my local machine and I would like to move it to
the server so other machines on the network can have access to it as well. I
used osql -E -S command to stop the BCM database from my machine and moved it
to the server, and I re-attached BCM database from the server.
EXEC sp_attach_db @dbname = N'STS_Config', @filename1 =
N'C:\new_database_location\STS_Config.mdf', @filename2 =
N'C:\new_database_location\STS_Config_log.ldf'
Can I have other machine attach to the Database in the server the same way?
Since I am the owner, I still have to give permission to user to access it.
But I would rather perfer to have Admin on the server have the total control
of DB. It seems MS2007 BCM Data Admin Tool is the way to go, but does it work
on the database created by BCM V2 on MS2003?
I installed the BCM Data Admin Tool + SQL 2005 Express, when I launch the
Admin Tool it did not find the BCM Instance, is there a special way to
configure that?
Any help will be greatly appreciated.
Thanks!
6. Import Data from 2003 BCM to 2007 BCM (on Windows 7)
7. Need to migrate BCM 2003 data into BCM 2007
8. Migrate BCM 2003 data to BCM 2007