- Microsoft outlook business contact manager tutorial how to#
- Microsoft outlook business contact manager tutorial full#
- Microsoft outlook business contact manager tutorial professional#
BCM uses SQL database to store the information, so in the first step you will be asked to choose between an Express or Advanced database configuration – Express will create a new database (or use a local one), but the recommendation is to choose Advanced (not only you can create or use a local one, but you can also point to use a shared database from your network – if such a database exists). Testing Outlook 2007 with Business Contact Manager:Īfter Business Contact Manager (referred from now on as BCM) for Outlook 2007 is installed, when you start Outlook 2007 with BCM for the first time, a configuration wizard for BCM will start:ġ. A comparison between these Microsoft Office 2007 suites can be found here: Which 2007 Office suite is right for you?
Microsoft outlook business contact manager tutorial professional#
If you want to also purchase other Microsoft Office products, then be sure you understand that Outlook 2007 has the Business Contact Manager only if you purchase these Office packages: Microsoft Office Professional 2007 ($500), Microsoft Office Small Business 2007 ($450) or Microsoft Office Ultimate 2007 ($680) – Business Contact Manager is not available in Microsoft Office Home and Student edition 2007 or Microsoft Office Standard 2007.If you want to buy only Outlook 2007 with Business Contact Manger, then the price is $150, purchase details and other information being available here: Outlook 2007 with Business Contact Manger.Purchasing Outlook 2007 with Business Contact Manager: First of all, Business Contact Manager doesn’t come as a separate product, it is an add-on for Outlook 2007 so you cannot purchase it separately. If available, custom data maps created for your organization are listed here.Last year I reviewed Outlook 2003 with Business Contact Manager, and being somehow disappointed on some lacking features of BCM 2003, I decided to take a look at what Business Contact Manager 2007 has to offer. Use this map when your import file contains data from Microsoft Outlook 2010 with Business Contact Manager. Use this map when your import file is exported from Salesforce using Report Export.ĭata Maps for Microsoft Outlook Business Contact Managerįor Microsoft Outlook 2010 with Business Contact Manager
Microsoft outlook business contact manager tutorial full#
Use this map when your import file is exported from Salesforce using Full Data Export. Use this map when your import file contains contacts or accounts from Salesforce. Use when the import file contains contacts or accounts. Also, the column headings in the source file must match exactly with the field names in Dynamics 365 Customer Engagement (on-premises). Important: Import files can only contain one type of data, such as contacts, leads, accounts, or cases.
Microsoft outlook business contact manager tutorial how to#
If the wizard can't determine how to map your data, you'll have an opportunity to map it manually later. Use when you want the wizard to map the imported data to the columns and fields in Dynamics 365 Customer Engagement (on-premises) automatically. The following tables help you decide which data map to use.
Select the default data map to let the wizard automatically map your data, or select a data map to match the type of information you're importing. Select a data map to tell the Import Data wizard how to organize your imported data into the right columns and fields in Dynamics 365 Customer Engagement (on-premises).
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