Tech Support > Microsoft Windows > Windows CRM > Outlook Integration
Outlook Integration
Posted by Colin on September 1st, 2006


Hi Guys,

I'm new to this newsgroup so appologies if this question has already been
asked. I have a client that has 4 remote members of staff. They all
currently use Outlook 2003 with Business Contact Manager. My client intends
to purchase a server and use ACT! and allow her staff to VPN in to acces the
various contacts. I've suggested Windows SBS 2003 Premium for the server and
a colleague has suggested CRM instead of ACT!. Her biggets nightmare is
converting the BCM data to ACT! format. Can CRM import her current 3000
contacts already stored in BCM ? Are any of you using CRM on SBS ? If so, is
the install and setup straightforward ? Any 'Gotcha's' to look out for ?
Many thanks for any help you can give.

Regards Colin.


Posted by Peter Lynch on September 1st, 2006


Microsoft CRM Small Business Edition (for SBS platform) has a data migration
wizard for importing from BCM. Haven't used it myself though

Peter


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Posted by Colin on September 1st, 2006


Hi Peter,

Many thanks for the reply. That's definitely the answer I was looking for

Regards Colin.


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