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Forums > All About Outlook with Business Contact Manager > Using Business Contact Manager
Using BCM and MS CRM together
Last Post 01 Feb 2009 11:48 AM by Lon. 1 Replies.
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EricjvUser is Offline
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31 Jan 2009 03:02 PM  
I have been a user of Outlook 07 with BCM for some time now, though my BCM data was separate from (though not incompatible with) the contact management data in my company's server-based CRM tool.

My company has just migrated me to MS CRM 4.0 for server-based contact management.  As soon as I used the installer to integrate Outlook with MS CRM, my Outlook crashed and cannot be reopened.  Is it possible that this is just a simple technical glitch that reinstalling Outlook will solve? Or, worse, is it possible that Outlook cannot run alongside BCM and CRM 4.0 at the same time?

I'd love any solution you might be able to suggest...
LonUser is Offline
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01 Feb 2009 11:48 AM  
Ericjv:

Bad news -- there is an incompatability between the two plugins for BCM and CRM.  So Yes, you need to completely uninstall BCM before CRM's plugin will work.  I tried just not using the BCM plugin but Microsoft support said I had to uninstall it from the PC.

Plan B is difficult but you could run them on different PC's...

However, what you'll find with CRM is a similar concept the way the plugins work and a more robust application in CRM than BCM.  You shouldn't have a big problem adjusting, although you'll miss some of the user-friendliness of BCM (like not being able to right click on a contact and create a meeting or task..).

Good luck!

Hope that helps,
Lon
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Forums > All About Outlook with Business Contact Manager > Using Business Contact Manager
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