Re: Convert Oportunity to Project?

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A

AMAZINO

And here we are in April 2009!

Any update on this subject?

I tried to joinn the BCM blob on http://blogs.msdn.com/bcm but did not manage.

Andrew

"themurf" wrote:


> I started this very basic concept in February of 2007 and here we are in July
> of 2008 and still no update to allow this to happen. Too bad as this is the
> one feature that makes BCM not really work. I tried for several years to make
> OA and BCM work but the disconnect is too great. I have become convinced that
> the MS design staff does not have real world job experience in the field
> where the product they are developing will be used. Do you think this very
> basic functionality failure will even be addressed? Jim

> "Mukesh Agarwal [MSFT]" wrote:
>
> > Current version of BCM doesn't allow converting a opp into the project. We
> > have gotten this feature request and added to list of things we are planning
> > to do for next version.
> > Thanks for your feedback.
> > > > Mukesh Agarwal [MSFT]
> > Visit team blog at http://blogs.msdn.com/bcm
> > This posting is provided "AS IS" with no warranties, and confers no rights
> > "Ed Marmon" <unlisted@.com.com> wrote in message
> > news:Xns98E4F1341637Aedmarmailcom@207.46.248.16...
> > > Is there not an answer to this? Ive created many new opportunities, and
> > > they are precipitating many project tasks now, and I'm not sure how to
> > > convert an oppty into a project either. How do these two work together?
> > > > =?Utf-8?B?dGhlbXVyZg==?= <themurf> wrote in
> > > news:4D01A297-E3FE-4012-BD45-E998559BDE2E@microsoft.com:
> > > >> I have been looking for a way to convert an Oportunity into a project.
> > >> Any Oportunity I might close will become a project. All of the
> > >> tracking emails and other documents need to be associated then with
> > >> the project. It seems to me there swhould be a way to make a simle
> > >> conversion from one BCM type to another. Does anyone know how I might
> > >> do this? If not I suggest that that feature be incorporated. Thanks,
> > >> Jim
> > >
> > >

> >
 
B

booster

I am looking for a answer to see if this was ever solved? now 2010 and still

no feedback???? guess the IT dollars go towards a different program that will

link...

"AMAZINO" wrote:


> And here we are in April 2009!

> Any update on this subject?

> I tried to joinn the BCM blob on http://blogs.msdn.com/bcm but did not manage.

> Andrew

> "themurf" wrote:
>
> > I started this very basic concept in February of 2007 and here we are in July
> > of 2008 and still no update to allow this to happen. Too bad as this is the
> > one feature that makes BCM not really work. I tried for several years to make
> > OA and BCM work but the disconnect is too great. I have become convinced that
> > the MS design staff does not have real world job experience in the field
> > where the product they are developing will be used. Do you think this very
> > basic functionality failure will even be addressed? Jim
> > "Mukesh Agarwal [MSFT]" wrote:
> >
> > > Current version of BCM doesn't allow converting a opp into the project. We
> > > have gotten this feature request and added to list of things we are planning
> > > to do for next version.
> > > > Thanks for your feedback.
> > > > > > > Mukesh Agarwal [MSFT]
> > > Visit team blog at http://blogs.msdn.com/bcm
> > > > This posting is provided "AS IS" with no warranties, and confers no rights
> > > "Ed Marmon" <unlisted@.com.com> wrote in message
> > > news:Xns98E4F1341637Aedmarmailcom@207.46.248.16...
> > > > Is there not an answer to this? Ive created many new opportunities, and
> > > > they are precipitating many project tasks now, and I'm not sure how to
> > > > convert an oppty into a project either. How do these two work together?
> > > > > > =?Utf-8?B?dGhlbXVyZg==?= <themurf> wrote in
> > > > news:4D01A297-E3FE-4012-BD45-E998559BDE2E@microsoft.com:
> > > > > >> I have been looking for a way to convert an Oportunity into a project.
> > > >> Any Oportunity I might close will become a project. All of the
> > > >> tracking emails and other documents need to be associated then with
> > > >> the project. It seems to me there swhould be a way to make a simle
> > > >> conversion from one BCM type to another. Does anyone know how I might
> > > >> do this? If not I suggest that that feature be incorporated. Thanks,
> > > >> Jim
> > > >
> > > > > >
 
R

rondragon

I was originally using Thunderbird for my email which I was happy with.

However I needed a CRM system which brought together my emails, calendar and

task so I started to use BCM with Outlook 2007. I found Outlook much more

cumbersome to use that Thunderbird and spent ages sorting out the email

signature. Now I've started to use BCM and find that an opportunity cannot be

converted to a business project which renders the whole Outlook / BCM

software useless to me. As mentioned many times before, a lot of work can go

into the formulation of a quote, and then if you win the quote then the

'project' starts. However all the information used in the quotation (the

Opportunity) forms the basis of the project or in my case sometimes, almost

the whole of the project.

I assume this massive lack of functionality has not been addressed even

though it is a number of YEARS since this thread began... lame Microsoft..

why did I even bother?
 
L

Leonid S. Knyshov // SBS Expert

On 3/26/2010 3:12 AM, rondragon wrote:
> I was originally using Thunderbird for my email which I was happy with.
> However I needed a CRM system which brought together my emails, calendar and
> task so I started to use BCM with Outlook 2007. I found Outlook much more
> cumbersome to use that Thunderbird and spent ages sorting out the email
> signature. Now I've started to use BCM and find that an opportunity cannot be
> converted to a business project which renders the whole Outlook / BCM
> software useless to me. As mentioned many times before, a lot of work can go
> into the formulation of a quote, and then if you win the quote then the
> 'project' starts. However all the information used in the quotation (the
> Opportunity) forms the basis of the project or in my case sometimes, almost
> the whole of the project.

> I assume this massive lack of functionality has not been addressed even
> though it is a number of YEARS since this thread began... lame Microsoft..
> why did I even bother?


I will look into feasibility of creating an add-on to convert

opportunity to project. It will not be free, but I am certain it's

possible. :)

Thank you for the idea.

Leonid S. Knyshov

Try Exchange Online http://bit.ly/free-exchange-trial

 
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