Tag Archives: office 365

Case Study: Migrate from Microsoft BCM to DejaOffice PC CRM for Outlook

Posted on by Wayland Bruns
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Recently we were approached by a customer who used to use BCM, and wanted a solution that worked with Office 365.

The customer had used Microsoft Business Contact Manager from 2013 to 2018. They had Contacts, Accounts and Communication History. This customer had tried a migration tool to move BCM contacts to Office 365 contacts. This tool was not successful. (CompanionLink Professional can move BCM Contacts to Outlook contacts using a folder-to-folder sync.)

At the time the customer contacted us, they had not used BCM for many months. So the BCM database was out of date.

Our new product DejaOffice PC CRM for Outlook adds certain CRM functions to Office 365 Outlook (Outlook 2019). Among these functions are History Also, DejaOffice can import from older CRM systems like Microsoft BCM which was discontinued in 2016.

The customer also purchased Premium Support, which is a service where our technician could log into his computer and set everything up.

What we did was Sync the old BCM database to DejaCloud. We moved the Accounts, Contacts and Communication History. Then on the new computer, the customer installed DejaOffice PC CRM for Outlook. In addition, the customer uses a Mobile Phone and DejaOffice has the complete database there also.

The entire operation of moving the old database to DejaCloud, and sync to the new PC took our technician about 30 minutes. Most of this time was checking the data each step of the way. The actual sync time was about five minutes for both sync phases.

Now, the customer can make a new contact from an Outlook email. When they look up a Contacts, they an see the communications history imported from the old PC. And they have Caller ID and History on their Phone.

Here is a link to order this same service – DejaOffice PC CRM for Outlook along with Premium installation and one year of support. Give us a call at (503)243-3400 to schedule an installation or talk about your needs.

DejaOffice PC CRM Standalone
Average User Rating:
Average rating: 4.83 out of 5 based on 657 reviews.
Free 14 day trial. Price $69.95



How to synchronize Act! v16 and Office 365

Posted on by Rushang
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Businesses who upgrade to Office 365 need a way to tie Act! CRM data with Office 365 cloud accounts. These cloud accounts are powered by Exchange ActiveSync technology that all mobile device manufacturers support. If you can sync Act! with Office 365, you can use the cloud to serve as an integration hub to phones, tablets and desktop email software with contacts and calendar storage. For example, people can store Act! contacts, activities, notes, and histories on Android, iPhone, iPad, Windows Phone, BlackBerry, and PCs and Macs with Outlook desktop clients.

Act! with Office 365

Office 365 serves as an Exchange ActiveSync connection to phones, tablets, PC, and Mac.

CompanionLink has both individual and server software that keeps Act! synchronized with Office 365 accounts. Data synchronizes automatically for a set-and-forget experience.

“Office 365 is here to stay and businesses want to make sure their CRM isn’t left behind,” says Rushang Shah, Director of Marketing for CompanionLink Software. “CompanionLink can extend Act! contacts, activities and client history to your Office 365 subscription.”

Alternatively, you can set CompanionLink to synchronize Act! securely and direct to Outlook 2013 desktop software that comes bundled with Office 365 subscriptions. This creates a secure cloud-free setup for people who choose not to host client data, notes, and history in the cloud. With a feature called DoubleLook Mode, CompanionLink automates the Outlook sync. Here is a convenient setup guide for using Outlook 2013 without the Office 365 cloud.

Visit www.companionlink.com/office365/act for more information about Act! to Office 365 integration.

For advanced Act! users who want an Act!-like app on their mobile device, we have a free app called DejaOffice CRM (Andriod, iOS, Windows Phone, Blackberry) with views for Act! fields like Notes, Histories, Linked Activities, and Groups (ID/Status). The app syncs direct to Act! using DejaCloud, USB, or Wi-Fi technology. More info here.

Sync to People and Calendar apps in Microsoft Office Online

Posted on by Rushang
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Microsoft rebranded their online Office app suite as Office Online. It was previously the product known as Office Web Apps. They introduced a new home page with tiles of the apps you have access to online – People, Calendar, Email, Word, Excel, PowerPoint, OneNote, and the new OneDrive document and file storage service.

This rebranding does not change CompanionLink’s two-way sync with the People and Calendar apps for Office 365, Outlook.com, and Office Online accounts. The only difference is that People and Calendar are now accessible tiles in the Office Online interface.

Sync to People and Calendar apps in Office Online

Connect Outlook 2010, 2007, and 2003 with Office 365 and Office Online

For people running desktop MS Outlook 2010 and prior, CompanionLink offers the missing connection to Office Online and Office 365 accounts. These versions of Outlook have no way to automatically integrate desktop contacts, calendar, tasks, and notes with Microsoft’s cloud. CompanionLink for Outlook is a plug-in that automates the integration between Microsoft’s cloud and Outlook 2010, 2007, and 2003. Here is a setup guide that shows you how to configure PC Outlook to Office Online and Office 365.

CompanionLink syncs to People and Calendar apps in Office Online

How to set up PC Outlook 2013 from Office 365

Posted on by Rushang
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Takeaways:
+ Office 365 offers both Cloud and PC Install options
+ Office 2013 PC Install is available to Office 365 subscriptions

When you purchase an Office 365 subscription, you automatically get a license to the Office 2013 PC Install software with Outlook, Word, Excel, and PowerPoint.  This means you do not have to store your data in the Office 365 Cloud.  You can pay for an Office 365 subscription, download the Office 2013 PC Install, and set up your existing email provider instead of the Office 365 email account that Microsoft creates during sign-up.

Learn how to download Outlook 2013 PC Install from your Office 365 subscription: https://www.companionlink.com/secure-office365

CompanionLink now synchronizes Act!, GoldMine, and Salesforce CRM direct to both Office 365 Cloud accounts and Outlook 2013 PC Install. PC Outlook includes features not found yet in Office 365 Cloud such as calendar with linked contacts, notes, and better control over categories/groups.

Office 365 Pricing versus Office 2013 Pricing
Table: Pricing options – Office 365 subscription, Office 2013 one-time license

Understanding Office 365 vs Office 2013

Posted on by Rushang
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The difference is bigger than you think, especially for your pocketbook.

Office 365 is a subscription service that gives you a license to download Microsoft Office 2013 to your desktop or laptop. Your PC Office applications (Word, Excel, Outlook, and PowerPoint) can be set up to automatically update your Office 365 Cloud account that comes with the subscription.

Office 2013 is the desktop Microsoft Office suite for the traditional one-time cost. There are no subscription fees because you are not using the Office 365 cloud account.

Your Best Deal

The following guidelines are based on our understanding of common use cases. Your specific needs may mean there is a better deal than our guidelines.

The best deal depends on a few general things:

  1. Are you a single user, or do you need Office for multiple users or multiple PCs?
  2. Do need or want the Cloud to access your Office applications?
  3. Do you upgrade every time a new version of Office is released?


Choose Desktop Office 2013 (one-time cost) if…

If you are a single user and do not upgrade Office often (historically, new versions have been available every 3 years), Desktop Office 2013 for a one-time cost starting at $219 per person is the best deal. You will save on annual subscription fees.

If you are a small business and do not upgrade your version of Office often and do not need the cloud, Desktop Office 2013 for a one-time cost starting at $219 per person is your cheapest option.

Choose Office 365 subscriptions if…

If you are a single user and upgrade your version of Office every time a new version is available, Desktop Office 2013 one-time cost starting at $219 per person remains your best deal. However, for about $75 more over the span of three years (the average time to a new version), you may enjoy the convenience of Office applications and data in the Office 365 cloud and Exchange email service.

If you are a household with multiple computers, Office 365 Home Premium subscription is your best deal. For $99 per year, your entire household gets Desktop Office 2013, Office 365 Cloud, Exchange email service, and free upgrades to future versions of Office.

If you are small business that upgrades often or needs the Cloud, the Office 365 Small Business Premium subscription is your best deal for $150 per user.

Integration with Phones and Tablets

Office 365 subscriptions are set up as Microsoft Exchange accounts. This means you can set up an Exchange Account on any mobile device and get your Office 365 Email, Contacts, and Calendar.

If you need tasks, notes, and categories on your mobile, or if are looking for an Outlook-like app for your phone or table, use the DejaOffice app available for Android, iOS, Windows Phone, and BlackBerry. It integrates your mobile device with Outlook 365 and Desktop Office Outlook 2013.

For documents, users of Apple iPhone and iPad can download the Office Mobile for Office 365 subscribers app (iPhone/iPad, Android). You can access Word, Excel, and PowerPoint documents.