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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. 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.

    4 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.

      3 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.

        5 votes
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          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • Make details screen appear accros whole screen instead of just down left hand side

          When you click on a item in list view, the resulting details screen should go across entire screen or at least cover the list items

          1 vote
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            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • 7 votes
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              0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
            • 3 votes
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              • Make it easier to edit deal details. The View Details link is hard to find.

                To the user, it seems impossible to edit deal details--including but not limited to the status. The interface is very difficult to use.

                1 vote
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Display a link to the Outlook Customer Page from the navigation pane by default

                  I found it difficult to even find the Outlook Customer Page since I didn't realize that I needed to customize the navigation pane to find the link.

                  1 vote
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                    0 comments  ·  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?

                    6 votes
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                      0 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.

                      17 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Mobile Client - Add Alphabetical scroller to contacts and companies list

                        I have over 300 entries in my companies list now. It's too unwieldy to scroll through it and I don't prefer to search. It would be nice to see an alphabetical scroller on the right or be able to click on a letter and see a list of letter to jump to (kind of like how Windows Phone used to do it).

                        1 vote
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                          0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                        • Mobile Client - Add separate tabs for companies and clients

                          Please add separate tabs for contacts and companies in the mobile client. This just additional clicks for me to get where I want. If you decide not to add a separate tab then at least remember which segment was selected. Currently it always go back to Contacts.

                          1 vote
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                            0 comments  ·  Mobile  ·  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.

                            7 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?

                              4 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.

                                6 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.

                                  10 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.

                                    11 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."}

                                      6 votes
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                                        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add Labeling and Filter Ability to Timeline items

                                        Dont abandon it! I am making a significant investment in using it -
                                        This is one of the most compelling and sickiness features of o365 - don't abandon it or look to hold us ******* later with an upcharge - and I say that as a life long MSFT user (Windows 286 anyone?) and fan and partner.
                                        Please add contact integration with your Outlook phone client for android - currently to see the contact there you need to "add " the contact to the regular outlook address book on the pc, regardless of what you do in OCM.
                                        also, allow…

                                        1 vote
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                                          0 comments  ·  Customization  ·  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

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