Sign up with GoogleHi folks,
We are in the process of migrating our SBS2003 to Office365 Business Premium.
The physical data is being migrated to SharePoint
We are a three user site. Two of us are pretty much mobile and one is office bound.
Ideally I want to be able to have all customers contact details in a central address book which is available (and synchronized) on all three workstations and all mobile devices. This is being achieved by uploading all contacts into the Address Book:Offline Global Address List in Outlook.
Coupled to this we need a VERY simple CRM type of functionality. The primary goal being a repository of basic notes linked to each contact each time we interact with each contact.
Can this be done directly with O365 or is there a plug in or would OneNote work?
What are our options?
What are you using?
We are in the process of migrating our SBS2003 to Office365 Business Premium.
The physical data is being migrated to SharePoint
We are a three user site. Two of us are pretty much mobile and one is office bound.
Ideally I want to be able to have all customers contact details in a central address book which is available (and synchronized) on all three workstations and all mobile devices. This is being achieved by uploading all contacts into the Address Book:Offline Global Address List in Outlook.
Coupled to this we need a VERY simple CRM type of functionality. The primary goal being a repository of basic notes linked to each contact each time we interact with each contact.
Can this be done directly with O365 or is there a plug in or would OneNote work?
What are our options?
What are you using?
