BCM (Beta), OL & SBA Integration

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  • 1. Marketing question Business Contact Manager
    Are you able to send multiple emails at once with BCM? If so, how many can you send without triggering SPAM considerations? I have a small business and want to send 250 or so emails per week to current clients, but don't know the guidelines. -- Anjela
  • 2. importing email history to a Business Contact Manager record
    If I add a contact to my Business Contact Manager is there a way to have BCM go through my Outlook mail box and link all my correspondence previous to adding the BCM record to the contact so when I look at the history file all these emails will show up?
  • 3. Project > Tasks -- Complettion %
    I have created a Business Project, which contains 36 or so individual Project Tasks, each with its own completion level, ranging from 4% to 100% (complete). However, the completion level for the Business Project still displays 0% completion. Is there a way to get it to calculate an overall completion level, based upon the completion levels of the associated tasks?
  • 4. Outlook Unable to open
    here is the exact message I get when I try to open Outlook: cannot start microsoft office outlook. cannot open the outlook window. the set of folders cannot be opened. errors have been detected in the file c:\documents and settings\darren casper\local settings\application data\microsoft\outlook\outlook.pst. quit outlook and all mail-enabled applications, and then use the inbox repair tool (scanpst.exe) to diagnose adn repair errors in the file. for more information about the inbox repair tool, see help. after i ran this file (scanpst.exe) another error came and said this application has failed to start because scnpst32.dll was not found. re installing the application may fix this problem. I had just reinstalled Office 2007 before i did these. What can I do to fix these corrupted files?

BCM (Beta), OL & SBA Integration

Postby Bob A. » Mon, 29 May 2006 21:02:19 GMT

I'm not sure which ng to post this to but here goes. I have read here that 
BCM is vastly improved in the beta and I would like to use it to replace 
ACT. BCM V2 integrated better than V1 to OL & SBA but still had a long way 
to go.

I have 3 questions that I hope someone can help with:

1. Where can I read more about the BCM Beta before I download it?
2. For people that have already downloaded BCM Beta, do all the functions 
work or are there still problems?
3. How has the integration between BCM, OL & SBA been improved in the Beta?

Thanks a lot.




Re: BCM (Beta), OL & SBA Integration

Postby Leonid S. Knyshov » Tue, 30 May 2006 06:59:34 GMT





Be advised that BCM Beta may break some integration with SBA 2006 and some 
other 3rd party applications. Outlook 2007 will change the CLSID, and 
applications that rely on that CLSID to identify whether Outlook is 
installed will simply assume Outlook is not installed. I can't quite 
remember what's broken for me in SBA 2006. I think it's something minor, but 
not a showstopper. BCM won't submit billable time for last month, for 
example, but it will for the last week. That kind of annoyances. Manual 
submit time entry on specific billable items works fine.

There is a SBA2007 beta that is designed to function with BCM V3. There are 
some specific improvements there, but you are better off checking for them 
in the SBA group.
-- 
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC -  http://www.**--****.com/ 
MCP Exchange 2003/Small Business Server 2003, CCNA, SCSA 8, NCIE
Microsoft Small Business Specialist Partner 



Re: BCM (Beta), OL & SBA Integration

Postby Bob A. » Tue, 30 May 2006 11:33:25 GMT

Thanks for your reply, Leonid. I did go ahead and download & install Office 
7 Beta and I like it a lot! So far everything works fine. BCM Seems vastly 
improved. I can't find the SBA 2007 Beta and no one answers in that ng.

"Leonid S. Knyshov" < XXXX@XXXXX.COM > wrote in 









Re: BCM (Beta), OL & SBA Integration

Postby Leonid S. Knyshov » Tue, 30 May 2006 11:53:45 GMT





OK, I'll add that group to my list of supported groups ;-)

SBA 2007 Beta is an invitation-only site. Please apply from here: 
https://connect.microsoft.com/availableprograms.aspx
-- 
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC -  http://www.**--****.com/ 
MCP Exchange 2003/Small Business Server 2003, CCNA, SCSA 8, NCIE
Microsoft Small Business Specialist Partner 



Re: BCM (Beta), OL & SBA Integration

Postby Bob A. » Tue, 30 May 2006 13:08:01 GMT

Whoops! I think I received an invitation but didn't want the responsibility 
of the required reporting to MS.

"Leonid S. Knyshov" < XXXX@XXXXX.COM > wrote in 









Re: BCM (Beta), OL & SBA Integration

Postby Luther » Wed, 31 May 2006 01:16:37 GMT

There's at least one major difference in the BCM-SBA integration with
the 2007 versions of both.

Previously BCM integrated with SBA, through the SBA SDK like any other
client app, and SBA didn't know BCM was integrated.

In the 2007, that method of integration still works, run a similar
wizard from BCM to integrate, but there's a new mechanism for
integrating, this time running a wizard in SBA. With this new
mechanism, the apps aren't merely integrated, but SBA moves its entire
database into the BCM database, and uses the existing BCM tables to
store similar data. What that means is that if you change an Account's
phone number, you are changing it for both BCM and SBA. Also BCM and
SBA users are the same, as they are both users of the same Sql Server
database. Adding or deleting a user in one does the same for the other.


Re: BCM (Beta), OL & SBA Integration

Postby Bob A. » Wed, 31 May 2006 02:58:04 GMT

A very important addition.








Re: BCM (Beta), OL & SBA Integration

Postby peaston » Wed, 31 May 2006 03:02:24 GMT

BCM both in Outlook 2003 and in Outlook 2007 (beta) is flakey.
Whenever I attempt to link a business contact to an account

Outlook 2007 is very unstable, especially with the BCM add-in
activated.  I can not link any records together in BCM with out the
program{*filter*}.  Outlook 2007 itself crashed frequently.  I did
everything recommended: uninstalled prior version of Office 2003,
installed and reinstalled Office 2007 BETA.  Deactivated all add-ons.
Nothing helps.

Word, Excel, Powerpoint...all other 2007 beta applications work well.
Outlook 2007, however, is useless.

Outlook 2003 BCM also does not work well.  I also can not link records
together in Outlook 2003 BCM wihout{*filter*} the program.

I like the linked records, but using categories and a good desktop
indexer, such as X1 or MNS Desktop Search, I can do with out BCM.  I'm
going back to Office 2003 until the BETA stabalizes and am unlikely to
use BCM in the future.


Similar Threads:

1.Does SBA 2006 work with 2007 Office Beta or is 2007 SBA Beta Avail

I am running the Office 2007 Beta; will it work properly with SBA 2006?

Is there a 2007 'preview' available for SBA?

2.Upgrade OL 2007 BCM to OL 2010 BCM Beta

I am in a real bind.  I loaded Office Pro Plus 2010 (Beta) which installed 
fine and running well.  My problem is trying to load in BCM.  I have 
attempted at 8 times and nothing...I have sent frowns to support and to the 
blog but I have not received a response.

The reason I am in a bind - as a condition of upgrade the OL BCM 2010 
installation deletes 2007 BCM.  I can't get 2010 installed and I don't know 
that I can reinstall 2007 BCM which I don't really want to, because I am 
anxious to work with 2010 because of all the new features.  In fact I was 
briefy with another CRM software, however, when I saw all the new features of 
2010 I thought I would go back.

This has not been a pleasant experience because it appears the BCM Team is 
responding to others but not my requests for assistance.

If you can suggest how I can get this issue resolved I would be greatly 
appreciative.  I do not have access to my data and it is hurting my 
productivity.

Thanks for listening and I hope to God I can get someone to help!

Tim

3.SBA 2007 integration with Outlook 2003 & BCM SP4 fails

Integrating SBA 2007 Pro with Outlook 2003 & BCM SP4 fails.
Everything is on one XP laptop with the latest service packs and updates.
Outlook 2003 with BCM 3 worked ok. It never integrated successfully with SBA 
2007, a known problem. I installed BCM SP4 and my BCM data vanished. I 
restored the database and BCM SP4 appears to work ok. I shared the database 
in Outlook as per the instructions. I started SBA 2007 and tred to integrate 
with BCM. SBA 2007 does not see any database, so integration fails.
I understood SP4 was supposed to enable integration of Outlook 2003 BCM with 
Small Business Accounting 2007. What did I do wrong?
(cross posted in the SBA news group).
-- 
  -  Leland

4.SBA 2007 integration fails with Outlook 2003 & BCM SP4

Integrating SBA 2007 Pro with Outlook 2003 & BCM SP4 fails.
Everything is on one XP laptop with the latest service packs and updates.
Outlook 2003 with BCM 3 worked ok. It never integrated successfully with SBA 
2007, a known problem. I installed BCM SP4 and my BCM data vanished. I 
restored the database and BCM SP4 appears to work ok. I shared the database 
in Outlook as per the instructions. I started SBA 2007 and tred to integrate 
with BCM. SBA 2007 does not see any database, so integration fails.
I understood SP4 was supposed to enable integration of Outlook 2003 BCM with 
Small Business Accounting 2007. What did I do wrong?

-- 
  -  Leland

5.Whoops - help with issues removing and updating v2 re BCM/SBA beta

I participated in the beta for SBA 2006 and BCM v2.   I've just downloaded 
the released version of BCM v2.  When I started the install program for BCM 
v2 it told me to uninstall the earlier version.

Using the "Add - Remove Programs" control panel applet I searched for the 
original BCM application to remove.  The only thing that comes up close is 
the application titled " Microsoft Office Small Business Management Edition 
2006 CD2" - which I assume contains the code for the beta versions of both 
the SBA 2006 and BCM v2.

How do I remove just the beta of BCM v2 and ** not ** the beta of SBA 2006?

Any help would be appreciated.

Thanks... Tom Gordon, Riverbend Marketing 


6. OL and SBA

7. BCM Sp1 Fails;BCM kills Outlook;Formerly had SBA Beta;HELP!!!

8. SBA 2006 USer doesn't have permission to logon the SBA files



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