The SharePoint Store is new to SharePoint Online - it will be available in the coming version of Office 365, currently referred to as Office 365 Preview. In the SharePoint Store you can find apps from SharePoint developers across the globe. You can filter the apps on several categories as well as on Price (Free and All).
One of the free apps currently available is the "Business Contact Manager" app - a mini-CRM right there for you to install in your SharePoint Online.
To put the mini-crm app to work in SharePoint Online
1. Click Sites, click the Gear icon next to your name, and click Add an app
2. Click SharePoint Store to open the store
3. Search for "Business Contact Manager" or filter on "Customer + Contact Management" at the refiner area at the left side of the page (if you dont see any apps in the store try selecting "English" a the languate in the top right corner of the page)
4. The app is displayed as your search result. Click the app to open the apps page
5. On the apps page, click Add It to add the app to your site collection as an app users can install
6. The app is added from the store
7. You are notified about the apps availability to users in your organisation. Click Return to Site
8. To allow the app to interact with basic information on your site click Trust It
9. The app is now available in the Site Contents page for you to install on the site
10. Click the app to open Business Contact Manager
11. You are first presented with an instructional video. Note that you can now work with four entities (company, contact, opportunity, and product) in many-to-many relationships
12. Click Companies to create, edit or view companies. You can add contacts to a company, as well as opportunities
13. Click Contacts to create, edit or view contacts. You can link contacts to companies, as well as opportunities
14. Click Oppornities to create, edit or view opportunities. You can link contacts, companies and products to opportunities
15. Click Products to create, edit or view the products and services you will bring to market. You can add products to opportunities
16. When done and back on the site, you can click the Business Contact Manager link to return to the app
The Business Contact Manager app is actually an application built on Access 2013 (you can customize it in Access 2013) and deployed in SharePoint Online as an Access Services app. In order for the app to work, please ensure you activated the Enterprise Features on your site collection
1. Click Site Settings
2. Click Site Collection Features under Site Collection Administration
3. Scroll down to the SharePoint Server Enterprise Site Collection Features and click Activate
Very good content.
Great content - many thanks. Just a quick question - does this version of BCM link inbound and outbound email to and from the contact like the on premises version of BCM?
A client has BCM currently and is desperate to move to the cloud but wants a online version of BCM (or at least something that connect emails automatically) before she jumps.
I did a simple test and the BCM app doesnt seem to link emails (sent to and received from) to the companies/contacts in question.
Many thanks for looking at this. What a shame - my search continues !
Ok but this does not create a contact list in sharepoint, so we cannot use the companies list in other lists (as search column or content type ) ?
May I suggest to all BCM seekers - take a look at CRM Online :-) Several articles in this blog. You'll be amazed what it can do for you!
great tool, thanks at all for that.
one question, how can I Change Formulars? Or put in pulldown menues or move the Navigation from left to top... stuff like that.
pls let me know. Thanks in advance.
regards gebhard harter germany
You should be able to customize the BCM app using the techniques and applications/downloads described below (haven't tried my self - I'd recommend CRM Online if you need a CRM service)
Is this purely a SharePoint Hosted App using CSOM/REST?
After having a good poke around it seems to be a no-code auto-hosted app purely delivered using Access Services. Life has gone full circle, back to building great business apps in Access - or will we be cursing the day in a few years just like last time :)