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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 support for Office 365 E3 and E5 tenants

    We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

    182 votes
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      20 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

      With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

      126 votes
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        4 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Outlook MAC

        Will this also be added to outlook for mac?

        69 votes
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          5 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Make Outlook Customer Manager available also offline

          Customer data are in particular useful directly before a customer is visited. A typical situation is the flight to a customer. To look up data during the flight Outlook Customer Manager needs to be available also offline.

          62 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Bring this to Office365 Home and/ or Outlook 2016 for individuals

            I use Office 365 as I have no need or use for a Business version as I am a 1 man operation. For years I had used Business Contact Manager and like many others was upset it wasn't kept going for Office 365. I have been waiting for something like this to come out but then to only find out it was only for Office Business Premium. I have no need for all the extra stuff thus my reason for the version I choose. Please tell me there is something in the works for 1 person small businesses.

            46 votes
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              14 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add sub-tasks

              Tasks linked to customer contacts are good, but the ability to have tasks AND subtasks would be great.

              Our manufacturing company frequently works with customers on multiple projects that run in parallel. Each project has one to two dozen discreet tasks associated with it. Each task would represent a project overall. Linked sub-tasks would represent what needed to be accomplished on each project.

              We don't need the complexity of MS Project but we need more than one level task lists (or the one level task list with check boxes in the Office 365 Planner).

              I discussed this issue 20 years…

              43 votes
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                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • Timing in First Release

                Hi, im on first release but no sign of add in-support today told me even on first release microsoft are not including everyone immediately?

                43 votes
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                  29 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  We anticipate that all customers worldwide who are on Business Premium and in First Release will have Outlook Customer Manager by end of next week (February 2nd). At that point we will support main Office languages (except for arabic and hebrew).

                • Mobile apps for Windows Phone

                  You state the mobile app is available on ios only. Maybe you could see if you could create an app for Windows phones! Some people (I know only a few) use Windows phones and it may come in handy for people who actually commit to the windows platform.

                  37 votes
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                    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Import CRM data

                    Good afternoon, it´s a question, not an idea. Can I import CRM data from other applications in Excel or any other format?
                    Thank you

                    28 votes
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                      6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Shared contacts directly from Outlook

                      Please make sure contacts can be shared with everyone using Customer Manager from Outlook as well as via API-access for other systems. Global Address Books doesn't work well for SMBs.

                      27 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Allow Tasks created outside Customer Manager to be added to the Task List.

                        Anyone who has been using Outlook for some time, has task they created or, will create that they may want to appear in the Customer Manager Task List including, tasks created from e-mails.

                        27 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add Support for Office 365 Business Essentials too

                          Add Support for Office 365 Business Essentials too this would be great for small businesses.

                          24 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • LinkedIn integration

                            Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.

                            20 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Import data from Outlook Business Contact Manager

                              We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                              19 votes
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                                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Visualization of Sales Funnel

                                Since Outlook Customer Manager contains Deals Management including the categorization by different Stages, it would be consequent to offer a summary of deals sorted by the different Stages, such as a Sales Funnel. Additionally it would be helpful if the user could define his own Stages.

                                17 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Integration with social platforms

                                  While waiting for it I tried a little with nimble.com. think some social media features would be helpfull and make it an even greater tool.

                                  16 votes
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                                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Contact categories or groups for mailing lists etc

                                    I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                                    14 votes
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                                      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • More field options when importing

                                      There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

                                      14 votes
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                                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Include a link (both ways) to one note so we can add extra details, clippings etc

                                        Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

                                        12 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Add more currency formats

                                          Right now it supports $. Would be great to be able to pick the currency when adding a deal.

                                          11 votes
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                                            4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                            We currently support several currencies. To change the currency. Go to the deals tab in the module, on the amount column click on the pencil icon. Here you can select another currency. Let me know if this doesn’t meet your needs.

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