Business Contact Manager in SharePoint Online

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

Note

  • Its still early days for the Office 365 Preview – it is after all a beta. I had to go through a couple of retry’s before I got the app running. Currently the link in step 16 doest work – but you can access the app from the View All Contents under the Gear icon

See also

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