BCM and SBS2003 Premium

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I'm looking for a definitive answer as my local SBS rep doesn't seem to know
.... can I indeed use BCM with SBS 2003 in an Exchange environment (and thus
avoid having to spend $20k on CRM)? Do I somehow install the BCM database on
the server's Outlook profile and then share it? Can all Exchange users then
use BCM somehow? I sure hope this is possible ... any feedback welcome.
Need some hand-holding to get this done, if it in fact can be done.

John
Keswick, ON
 
You need BCM v2 (although v1 would work with Exchange in SBS2003). You
install BCM and the DB on a shared machine (doesn't necessarily need to be
SBS) then share it with the other users. BCM does not use the sharing
capabilities of Exchange (i.e., public folders) - it's a process separate
from Exchange (and in fact, does not require Exchange server at all.)

How many of your Exchange users require access to BCM data? BCM was designed
for small businesses or small workgroups in a larger company - not for
sharing one database with a large exchange user base.

Have you installed BCM on a few machines and tested it to see if it meets
your needs?

Do your CRM needs justify spending $20,000? While BCM is essentially free,
it doesn't have a lot of features larger organizations who live and die by
contact management need - so using it over a paid CRM application is penny
wise and pound foolish.
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/default.mspx




--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/
 
We are using Exchange Server with SBS and also MSBCMV2 & MS Accounting 2006
and it works great. No problem implementing it as a Small Business
CRM/Accounting solution. Just a couple of tricks to get it to work thanks to
a Microsoft TS2 seminar.

George McCullen
PearsonCRM
Customer Relationship Management Specialists
 
George,

This is the same exact setup that I would like to deploy. I'm hoping you can
answer me two quick questions.

1) Is SBS w/Exchange AND Outllok2003 with MSBCMV2 installed on the same box
or is Outllok2003 with MSBCMV2 in fact on some client machine and shared from
that machine?

2) What was the name of the Microsoft TS2 seminar that you went to that
helped you deploy this setup?

Thanks for your time,
John
 
Out of cusiosity... do you have SBA 2006 installed on the server? Most users
here shut their systems down after work, so we'd really like to have the SBA
data hosted on the server. It keeps crashing everytime I try and enable
multiple users. :(
 
Victor,

George has the same setup I am looking at, from my understanding, put SBA on
the SBS server, (there is a good whitepaper entitled "How to Install and
Configure Small Business Accounting 2006 on Windows Small Business Server
2003") and then put the BCMv2 on the Client's Outlook
(http://support.microsoft.com/kb/831747/en-us ).

FYI, I don't think you can have Outlook and Exchange on the same box.
 
Diane we have SBS 2003 Standard and BCM v2. While this works with the MSDE
loaded on the desktop and sharing the database, it would seem that we should
be able to copy the MDB file up to the server and register the database there
for sharing to all the workstations.

We had switched from Act a year and a half ago when the SBS 2003 upgrade was
done but there are issues with using the shared database for a desktop. It
appears this server shared functionality will exist in v3 of BCM and will
work with SBS 2003 R2 and Office 2007 but that's an awful lot of changes to
go through in a 10 person company. Has anyone ever made this work in the
MSDE on the server that you are aware of? will v3 of BCM work with the
existing Outlook 2003 and SBS 2003 installation and allow for the database
creation on the server?

Diane Poremsky said:
You need BCM v2 (although v1 would work with Exchange in SBS2003). You
install BCM and the DB on a shared machine (doesn't necessarily need to be
SBS) then share it with the other users. BCM does not use the sharing
capabilities of Exchange (i.e., public folders) - it's a process separate
from Exchange (and in fact, does not require Exchange server at all.)

How many of your Exchange users require access to BCM data? BCM was designed
for small businesses or small workgroups in a larger company - not for
sharing one database with a large exchange user base.

Have you installed BCM on a few machines and tested it to see if it meets
your needs?

Do your CRM needs justify spending $20,000? While BCM is essentially free,
it doesn't have a lot of features larger organizations who live and die by
contact management need - so using it over a paid CRM application is penny
wise and pound foolish.
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/default.mspx




--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/


John Cannon said:
I'm looking for a definitive answer as my local SBS rep doesn't seem to
know
... can I indeed use BCM with SBS 2003 in an Exchange environment (and
thus
avoid having to spend $20k on CRM)? Do I somehow install the BCM database
on
the server's Outlook profile and then share it? Can all Exchange users
then
use BCM somehow? I sure hope this is possible ... any feedback welcome.
Need some hand-holding to get this done, if it in fact can be done.

John
Keswick, ON
Click to expand...
Click to expand...
 
BCM v3 only works with Outlook 2007.

BCM v2 will work with MSDE, or other versions of sql, on the server,
but it not supported, so one has to configure the instance, firewall,
etc., manually.

Curt_M said:
Diane we have SBS 2003 Standard and BCM v2. While this works with the MSDE
loaded on the desktop and sharing the database, it would seem that we should
be able to copy the MDB file up to the server and register the database there
for sharing to all the workstations.

We had switched from Act a year and a half ago when the SBS 2003 upgrade was
done but there are issues with using the shared database for a desktop. It
appears this server shared functionality will exist in v3 of BCM and will
work with SBS 2003 R2 and Office 2007 but that's an awful lot of changes to
go through in a 10 person company. Has anyone ever made this work in the
MSDE on the server that you are aware of? will v3 of BCM work with the
existing Outlook 2003 and SBS 2003 installation and allow for the database
creation on the server?

Diane Poremsky said:
You need BCM v2 (although v1 would work with Exchange in SBS2003). You
install BCM and the DB on a shared machine (doesn't necessarily need to be
SBS) then share it with the other users. BCM does not use the sharing
capabilities of Exchange (i.e., public folders) - it's a process separate
from Exchange (and in fact, does not require Exchange server at all.)

How many of your Exchange users require access to BCM data? BCM was designed
for small businesses or small workgroups in a larger company - not for
sharing one database with a large exchange user base.

Have you installed BCM on a few machines and tested it to see if it meets
your needs?

Do your CRM needs justify spending $20,000? While BCM is essentially free,
it doesn't have a lot of features larger organizations who live and die by
contact management need - so using it over a paid CRM application is penny
wise and pound foolish.
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/default.mspx




--
Diane Poremsky [MVP - Outlook]
Author, Teach Yourself Outlook 2003 in 24 Hours
Coauthor, OneNote 2003 for Windows (Visual QuickStart Guide)
Author, Google and Other Search Engines (Visual QuickStart Guide)



Join OneNote Tips mailing list: http://www.onenote-tips.net/


John Cannon said:
I'm looking for a definitive answer as my local SBS rep doesn't seem to
know
... can I indeed use BCM with SBS 2003 in an Exchange environment (and
thus
avoid having to spend $20k on CRM)? Do I somehow install the BCM database
on
the server's Outlook profile and then share it? Can all Exchange users
then
use BCM somehow? I sure hope this is possible ... any feedback welcome.
Need some hand-holding to get this done, if it in fact can be done.

John
Keswick, ON
Click to expand...
Click to expand...
Click to expand...
 
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