Business Contact Manager For Outlook 2013 May 2026

  • Add a Lead:
  • Convert Lead to Business Contact/Opportunity:
  • Create Opportunity:
  • Create Project:
  • Activities & History:

    • | Mode | Description | Best for | |------|-------------|-----------| | Local (Standalone) | SQL Express on same PC. Single user. | Solopreneur, micro-business | | Shared (Network) | Database on network share; multiple users access via file-based connection. | 2-10 users, small team | | Remote (via VPN) | Access shared BCM database over VPN (requires stable connection). | Telecommuters, branch offices |

    Technically, yes – with serious caveats. business contact manager for outlook 2013

    Verdict: For a home business with no sensitive data and no internet connection required, BCM for Outlook 2013 is functional. For a growing business, it is a liability. Add a Lead:

    | Product | Integration Level | |---------|------------------| | Word 2013 | Mail merge using BCM contacts/accounts. | | Excel 2013 | Import/export BCM data; use Excel as data source for leads. | | Lync/Skype for Business | Click-to-call from BCM contact; log call as activity. | | SharePoint 2013 | Link documents in a SharePoint library to BCM records (via hyperlink). | | Power BI (limited) | Export BCM data to Excel then load to Power BI. | Convert Lead to Business Contact/Opportunity:

    Note: No native integration with Dynamics CRM or Salesforce.

    Unlike standard Outlook, BCM introduced the concept of "Business Accounts." You could link multiple "Business Contacts" (individuals) to a single "Account" (a company). This hierarchical view allowed you to see every interaction with a client company in one place.