Relative contact list in Exchange 2007

5 pts.
Tags:
CRM
Exchange 2007
Exchange Contacts
Global Address List
In my company we're considering leaving MS CRM v3.0 (we've just been using two of its features: address book and task management. Only.) As the license prices of CRM are quite high we've thought it might be a pretty nice idea to try to figure out if there's a possibility to configure Exchange 2007 that way so we could use it as: - 'relative' global address book (by 'relative' I mean 'having linked company-contact' = under a particular company view you can see persons which worked for this company; it means you first create a company and then the contacts; the company could be chosen from a list which is searchable; by 'global' I mean visible to all those people who are inside the domain; it would be wonderful if you can set permission rights); - global task management which is linked to a particular company (task is visible from contact list view - inside particular contact/company; task is global - could be visible by all, but you can narrow the number of users). I (personally) believe it's possible to build such a solution. The question is - how ;) Looking forward to seeing your thoughts, guys! TIA Damian
ASKED: May 19, 2009  8:25 PM
UPDATED: June 17, 2009  3:38 AM

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Hi Damienkrol – if i understand your question correctly, you can achieve part of what you’re trying to do using Address Lists. While you can only have one Global Address List (GAL) per user (you can actually have multiple GALs in Exchange, however each user should only have permissions to view one GAL, otherwise the Outlook client will simply choose the first one every time), you can have multiple Address Lists (ALs) in Exchange.

You’ll then want to add all of the company contacts to this AL, and repeat for other companies as needed. And yes, you can set permissions on the AL so that certain Exchange users have rights to see all ALs, and other users only see some, or none.

I can’t think of a way to achieve the task management that you’re referring to with out of the box Exchange 2007.

David

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