BCM (Beta), OL & SBA Integration
by 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
by 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
by 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
by 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
by 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
by 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
by Bob A. » Wed, 31 May 2006 02:58:04 GMT
A very important addition.
Re: BCM (Beta), OL & SBA Integration
by 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.
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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
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v2 it told me to uninstall the earlier version.
Using the "Add - Remove Programs" control panel applet I searched for the
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the SBA 2006 and BCM v2.
How do I remove just the beta of BCM v2 and ** not ** the beta of SBA 2006?
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