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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

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  1. Add Job Title field in contacts

    Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

    21 votes
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      4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • Please add the option to change the date format to DD/MM/YY.

      In Australia we use the date format DD/MM/YY as standard.
      It is very confusing to be using Outlook in the email or calendar module with our standard date format and then to switch to OCM and have to deal with the dates in a MM/DD/YY format.
      It is essential that the date formats match across these modules.
      Thank you.

      14 votes
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        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
      • Integrate Contacts with Outlook for Android

        You need to create a contact in Outlook desktop to trigger it to integrate with Outlook for Android. If you make a contact from the OCM workflow, it doesn't show up in OfA

        12 votes
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          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • add contact

          When clicking on a recipient address in Outlook Email there should be an option to add to OCM not just Outlook contacts.

          25 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • CRM tools need to include company name.

            When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.

            12 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Changes to contacts and companies should save automatically

              When you are making changes to contacts, companies, deal, etc the values should save automatically. As a user, we are getting to where we expect the values to be saved whenever we type something. Too often in OCM does creation or saving fail and if things saved automatically that would add to our piece of mind.

              8 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Can not delete custom columns

                Deleting a custom column really only hides it. If you try to create a column using the name of the previously deleted column, a message appears indicating that a column with that name already exists. This program needs a lot of work.

                8 votes
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                  0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                • 5 votes
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                    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                  • Can you share deals with individual members of your network instead of the group?

                    Can you share deals with individual members of your network instead of the group?

                    5 votes
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                      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                    • Insert OCM fields (e.g, first name) into an Outlook emails

                      When creating an email it would be nice to have the ability to pull and drop an OCM field into the body (and subject) of the email and/or an email template.

                      4 votes
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                        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                      • Can't export any OCM lists

                        I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

                        4 votes
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                          1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                        • Timeline filter

                          I want to be able to see all emails or posts only related to deal and hide history of changes entries (like changes of contacts names, etc.)

                          7 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Release for Education subscription

                            Please release this for the Education Subscription a lot of educators have commercial relationships as well as funded and a tool like this would be ideal.

                            3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Scrolling list of companies is slow

                              I have about 300 companies in my list and scrolling through the list of companies in the Outlook client is painfully slow. This needs to be improved.

                              4 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Microsoft Planner integration

                                Integrate with Microsoft Planner in Office 365.

                                39 votes
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                                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Able to customize deal table - column order and views

                                  It should be possible to customize the table on the deals page including the following in order of implementation:
                                  Deleting/hiding unwanted columns. For example, I am the only user in my business, so it's not useful to have a column in the table which says I'm the owner.
                                  Able to re-order columns. Suppose there is a custom field I need to sort/filter on all the time. It's extremely inconvenient if I have to scroll way to the right to find it.
                                  Able to name/save/recall views: For eample, the user should be able to customize a view (including specific columns, column…

                                  12 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Follow-up reminder time should not default to midnight

                                      The time for follow-up times of tasks defaults to midnight. I'll never do a follow-up at that time. How about it defaults to 8:00 am or 10:00 am?

                                      3 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Adding a new contact to a company should save it to the company without having to click save

                                        When you add a new contact to a company the interface is very clunky. You add the contact, and then you want to start editing it but if you don't click save, you will get a modal saying you are going to loose your changes. Automatically save the contact to the company and then take me to the *editable* details of the contact.

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Create Profiles, Create Groups of coworkers who can interact with de data en OCM

                                          Allow permission and to create certain profiles for the users. Allow to share o delegate task to another co-worker.

                                          2 votes
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                                            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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