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How to do a Microsoft Exchange Migration

| April 26, 2015

How to do a Microsoft Exchange Migration

Hi Gang! I’m still getting requests for assistance with Office 365. While I love helping, I do bill for my time, but if you are a tech, I do offer great deals if you do the work and I assist…like great deals! :) Learn from me the right way!

Or…

If you want to learn how to do Office 365 Exchange migrations, here is a nifty little list of some free and some paid tutorials and help.

I recommend of course, buying my eBook “Call That Girl’s Guide to Microsoft Exchange Migrations”

Click here to buy the eBook. It’s a step by step guide! http://www.callthatgirl.biz/publications (the guide is half way down)

Then after you have read the eBook, these links will be helpful for you moving ahead with your migrations.

This link helps you collect all the important information you need prior to a migration. It secures the migration and you can at this point invoice for the work prior to work performed and support AfterCare. Clients are serious if this fill this out.

http://callthatgirl.biz/microsoft-exchange-migration-information-and-agreement

Ask them to fill this out and have them send to each employee. This makes sure you get all the little information from each employee that I find critical in a migration.

http://callthatgirl.biz/microsoft-exchange-migration-survey

After, the employee will get “critical information”. Feel free to change for our own vendor.

http://callthatgirl.biz/after-migration-information

Here is an “AfterCare” checklist for you to make sure that your clients are happy with their migration. If you opt to not do these aftercare options, in my opinion, you should charge less. If you opt to do them all, you should charge MORE

http://callthatgirl.biz/office-365-exchange-migration-aftercare-list

Depends on your vendor but these instructions are pretty much the same for any Exchange iPhone or iPad setup

http://callthatgirl.biz/how-to-setup-your-iphone-or-ipad-for-exchange-with-pictures

Office 365 Exchange Migration AfterCare List

| April 26, 2015
  • Verify each email account work before importing data/test by sending an email to yourself
  • Import calendars and contacts first
  • Import backup of PST file
  • Verify calendar and contacts are on the Microsoft portal
    Verify email is uploading to Microsoft portal
  • Optimized outlook…
  • Removed add-ins
  • Added picture viewing
  • For Outlook 2013, be sure that you disable accelerate hardware graphics
  • Check for filters put on by IMAP imports (Gmail especially)
  • Ensure signature is setup
  • Ensure address book is set for contacts
  • Setup shared calendars
  • Check for auto-complete and fix if it does not work

 

Business Contact Manager 2013

| April 23, 2015

If you are looking for Business Contact Manager 2013 support, you came to the right place!

We help clients with Business Contact Manager 2013 troubleshooting, upgrading, setup, configuration, customization, database configuration, data migration, conversion, cleanup and importation.

Our consulting services also can assist you in the deployment and installation of the Primary BCM database in a server, local peer-to-peer or work group configuration.

Troubleshooting we offer

  • Upgrading BCM 2007 to 2010/2013
  • Upgrading Business Contact Manager for Outlook 2007
  • Microsoft SQL Server
  • Backing up and restoring databases
  • Sharing database connectivity issues
  • Mobility setup
  • Migrating to BCM
  • Migrating databases from BCM

We support:

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013 Training

Business Contact Manager Training

The training and consulting we provide will teach you much more than “how” to use Business Contact Manager.  We will teach you “how” to use the various components together and “why” you would want to do this to get the most out of your CRM.

Virtual One-on-One Training.   We work with you remotely in your location, on your computer over the Internet and phone.  We offer this training and consulting in hourly increments so you pay for only for the training and consulting that fits your needs.

On-Site Training and Customization.   This training is provided to a group of employees or for one person. One-on-one training is offered in at an hourly fee. Group training is offered for a flat fee based on number of employees.

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013

Contact us today for a no cost consultation

Business Contact Manager Consultant

| April 23, 2015

If you are looking for a Business Contact Manager Consultant, you came to the right place!

We help clients with Business Contact Manager troubleshooting, upgrading, setup, configuration, customization, database configuration, data migration, conversion, cleanup and importation.

Our consulting services also can assist you in the deployment and installation of the Primary BCM database in a server, local peer-to-peer or work group configuration.

Troubleshooting we offer

  • Upgrading BCM 2007 to 2010/2013
  • Upgrading Business Contact Manager for Outlook 2007
  • Microsoft SQL Server
  • Backing up and restoring databases
  • Sharing database connectivity issues
  • Mobility setup
  • Migrating to BCM
  • Migrating databases from BCM

We support:

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013 Training

Business Contact Manager Training

The training and consulting we provide will teach you much more than “how” to use Business Contact Manager.  We will teach you “how” to use the various components together and “why” you would want to do this to get the most out of your CRM.

Virtual One-on-One Training.   We work with you remotely in your location, on your computer over the Internet and phone.  We offer this training and consulting in hourly increments so you pay for only for the training and consulting that fits your needs.

On-Site Training and Customization.   This training is provided to a group of employees or for one person. One-on-one training is offered in at an hourly fee. Group training is offered for a flat fee based on number of employees.

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013

Contact us today for a no cost consultation

Business Contact Manager Training

| April 23, 2015

If you are looking for Business Contact Manager Training, you came to the right place!

 

The training and consulting we provide will teach you much more than “how” to use Business Contact Manager.  We will teach you “how” to use the various components together and “why” you would want to do this to get the most out of your CRM.

Virtual One-on-One Training.   We work with you remotely in your location, on your computer over the Internet and phone.  We offer this training and consulting in hourly increments so you pay for only for the training and consulting that fits your needs.

On-Site Training and Customization.   This training is provided to a group of employees or for one person. One-on-one training is offered in at an hourly fee. Group training is offered for a flat fee based on number of employees.

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013

We also help clients with Business Contact Manager troubleshooting, upgrading, setup, configuration, customization, database configuration, data migration, conversion, cleanup and importation.

Our consulting services also can assist you in the deployment and installation of the Primary BCM database in a server, local peer-to-peer or work group configuration.

Troubleshooting we offer

  • Upgrading BCM 2007 to 2010/2013
  • Upgrading Business Contact Manager for Outlook 2007
  • Microsoft SQL Server
  • Backing up and restoring databases
  • Sharing database connectivity issues
  • Mobility setup
  • Migrating to BCM
  • Migrating databases from BCM

We support:

  • Business Contact Manager 2007
  • Business Contact Manager 2010
  • Business Contact Manager 2013

 

Contact us today for a no cost consultation