Business Contact Manager For Outlook 2013 -
Business Contact Manager (BCM) for Outlook 2013 is a free Microsoft add-on that provides basic Customer Relationship Management (CRM) tools directly within the Outlook interface. It allows small business owners to track sales, manage marketing campaigns, and organize customer data without needing complex external software. Core Capabilities
Editions: BCM is typically available for professional or standalone versions of Outlook 2013. business contact manager for outlook 2013
13. Security & permissions
- Use Windows authentication for SQL Server where possible.
- Limit database admin rights to IT personnel.
- Regularly back up and encrypt backup files.
- Apply principle of least privilege for users: give edit rights only where needed.
Microsoft’s official successor in the cloud ecosystem is Microsoft Dynamics 365, though this is often too expensive for the "small business" demographic BCM originally served. Business Contact Manager (BCM) for Outlook 2013 is
6. Customization
- Customize record forms:
Key Distinctions: Business Contact vs. Regular Contact
- Regular Outlook Contact: Name, email, phone, address. Good for personal use.
- Business Contact Manager Contact: Includes the above, plus lead source, team member assignments, sales stage, history of linked communications, and integration with Opportunity pipelines.
15) Migrating away from BCM (end-of-life planning)
- Microsoft did not continue BCM beyond Outlook 2013; Office 365 offered Outlook Customer Manager (OCM) and other third-party CRMs exist.
- Migration steps:
Process:
- New → Business Note: free-text; attach to records or keep general.