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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/

How can we make Outlook Customer Manager better?

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  1. Make it possible to use Outlook Customer Manager with premised-based (on company site) exchange servers

    We have a premise-based (not hosted) exchange server like many companies. We connect our Office 365 subscription to this server. This excludes us from using OCM with our Outlook.

    1 vote
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • More granular sharing of contacts (Kontakt teilen, soll/muss differenzierter möglich sein)

      Translation:
      A group of 6 people is working for two separate companies, with different licenses.
      Contacts, companies and deals should be shared, but granularly not for each company.
      Currently deals from company A show up in company B. They would like to share per person.

      Original
      Wir sind eine Gruppe von 6 Personen welche für zwei Firmen tätig sind. Beide Firmen sind im Office 365 mit separaten Lizenzen angemeldet. Nun möchten wir Deals, Kontakte oder Firmen teilen, jedoch nicht über alle Firmen!
      Wenn wir die Möglichkeit bekommen, mit Personen zu teilen, dann könnten wir die Funktion "Teilen" nutzen, aktuell wird…

      1 vote
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Timeline does not show emails in shared deals

        I can't see emails (relationship history) in shared deals and contacts. See only history of changes

        1 vote
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          0 comments  ·  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.)

          2 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • OCM, Onenote and Office Lens Business card scanning

            I've used Office Lens to can business cards and capture the information. Works great, but the default storage in Outlook is contacts. Why can we not store to OCM directly?

            1 vote
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            • It would be helpful for all emails from multiple email accounts associated with a contact be gathered under the contact history

              Outlook manages my business email and the email associated with another company (account). It would be helpful for all emails related to an contact be tracked. Currently on the business email associated with my Office 365 account is tracked.

              1 vote
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • List view and display sizing

                The ability to reduce the display size of the list. I'm constantly having to scroll across because the font is so large.

                1 vote
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                  0 comments  ·  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.

                  4 votes
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                  • 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…

                    2 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Editing Deal Stages

                      There appears to be no way to edit the deal stage. One can only delete the stage, and reenter it. Presumably, this will invalidate the entry in all the deals.

                      4 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create a link back from a created task to the associated contact

                        I can create a task in Customer Manager, with a due date, and the task appears with no problem in the task list. If I view the customer or the task list in the Customer Manager, I can see the associated task. However, when I open the task from the Outlook's Tasks, in the navigation panel, there is no way find out which contact it is linked to.

                        I currently use the "Daily Task List" in the Calendar view. Currently, tasks created from the customer manager appear here, but it is impossible to find out who they are associated with…

                        3 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Get rid of all the white space!

                          I have to assume that this was designed for some 'touch based' device because it sure has a lot of white space. Given that it called "Outlook Customer Manager" it would be nice if it had look and feel closer to Outlook Desktop software. It isn't just looks, there is so little data on the screen that it is almost unusable. In fact just about every time I try to use it, I shake my head in disbelief that it is so difficult to use. For example, there are only 9 contacts or 9 companies on display at any given…

                          2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Field Formatting

                              'Date' columns are formatted Date/Time: 2015-08-26T00:00:00. When adding a column for a date, there should be 'format' parameter:
                              mm/dd/yy
                              mm/dd/yyyy
                              mmm, dd, yyyy
                              mm/dd/yy hh:mm:ss
                              mm/dd/yy hh:mm
                              mm/dd/yy hh:mm am/pm

                              With the ability to add hours/minutes in the edit mode. Currently there's a date selector but no time selector...

                              4 votes
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                                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add more than one email to a Business card

                                It would be good to add more than one email.
                                I like to have several emails saved e.g. enquiries, accounts, procurement.
                                There is nothing worse than trying to issue an invoice and not having all the right emails at hand

                                4 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Ability to add all the contacts on an email not just the person who sent it

                                  Only the sender can be added via Customer Manager window while in the mailbox.
                                  It would be great to add all those the email was sent to / cc'd. Especially as the majority of them are from the same company.

                                  Ideally when you add one contact OCM should prompt you when there are new contacts with the same email domain as the contact you just saved.

                                  3 votes
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                                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Business Address saved when created through the contact card

                                    The address is saved to the contact but not the actual entry for the business.
                                    Perhaps when you chose to list a new business a card pops up to fill out the details before returning to the customer card?

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Could there be a global per tenant option to disable OCM?

                                      It would be really nice if OCM could be disabled per tenant instead of having to powershell it away similar to the snippet below I just did:

                                      # create temporary AccountSkuId to apply to all O365 BP users

                                      $x = New-MsolLicenseOptions -AccountSkuId "domain:O365_BUSINESS_PREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365_SB_Relationship_Management"

                                      # find all licensed users that have O365 BP and apply the new profile

                                      Get-MsolUser -all | Where-Object {$_.isLicensed -eq "True" -and $_.Licenses.AccountSKUid -eq "domain:O365_BUSINESS_PREMIUM" } | Set-MsolUserLicense -LicenseOptions $x

                                      # verify
                                      (Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus

                                      1 vote
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                                        We currently have a bug. You can remove/ disable the OCM license from the admin center, which currently doesnt remove the add-ins from the users. We are working on fixing this. In the meantime you can work with support by disabling the license and then send us the list of users you disabled it for, so we can make sure the app is disabled. hope that helps.

                                      • Customized Reports

                                        At the moment the only way to create Reports utilising the Data you add to OCM is by downloading into Excel using the Export Button which produces a standard format Spreadsheet. Particularly from a Deal Management perspective it would make sense to be able to produce bespoke reports based on the data you wanted to see (as was available previously in BCM).

                                        3 votes
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click s

                                          We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click send button .It force us to remove the invalid Email IDs .Email. After remove the invalid Email IDs from the address bar .then only user can able to click send button

                                          1 vote
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