Need to Share BCM Database - Office Online?
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Need to Share BCM Database - Office Online?         


Author: Jared
Date: Sep 8, 2008 03:14

I currently use BCM 2007 to handle sales and support for my company.
Under each account I track phone calls, appointments, site visits and
history. BCM has proven to be a very effective CRM tool.

My business is growing and I now have an employee with whom I need to share
the Accounts, Contacts, Full history and my calender with. We will rarely be
in the same location so I've messed around with office online but can't seem
to integrate/synchronise my existing outlook calender and CRM information.

Could you please advise if this is the correct path to take? - or a simple
manner to share BCM info & my calender?

Thankyou in advance.
1 Comment
Re: Need to Share BCM Database - Office Online?         


Author: Luther
Date: Sep 9, 2008 10:50

On Sep 8, 3:14 am, Jared discussions.microsoft.com> wrote:
> I currently use BCM 2007 to handle sales and support for my company.
> Under each account I track phone calls, appointments, site visits and
> history. BCM has proven to be a very effective CRM tool.
>
> My business is growing and I now have an employee with whom I need to share
> the Accounts, Contacts, Full history  and my calender with. We will rarely be
> in the same location so I've messed around with office online but can't seem
> to integrate/synchronise my existing outlook calender and CRM information.
>
> Could you please advise if this is the correct path to take? - or a simple
> manner to share BCM info & my calender?
>
> Thankyou in advance.

Sharing a calendar usually requires both users using the same Exchange
server, although there may be other solutions using a web service out
there.
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