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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. The contact export is not working.

    Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.

    2 votes
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      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
    • I have outlook 2016 and data files. The .pst file saved on c drive does not have OCM icon while other linked to 365 has. Need icon on both

      I have outlook 2016 and two data files. The .pst file saved on c drive does not have OCM icon while other also saved on c drive but linked to 365 has. Need icon on both. How can I get OCM icon on Outlook data file that is not linked to 365 exchange but exists as a standalone e-mail data file in Outlook 2016.

      1 vote
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        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • Work in progress?

        Is Outlook Customer Manager still an active project, or is it being dropped?

        1 vote
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          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • Created company many times after adding company to contact

          I tried to add an existing company to a contact. Loading circle, noting happened. Company was created 20 times, i found out. Deleting the company or restarting Customer Manager did not fix the problem.

          1 vote
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            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • Add information from the detail pane

            Went writing an email make is so that you can go to the details pane and add the clients company information. Just like most CRM programs. When we add the company information it will not allow us to save any info. This should be a rudimentary function of the OCM system

            1 vote
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              0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
            • How can I adress an task to my college inside the Customer Manager?

              I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

              2 votes
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                0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
              • Automatically share the full time line of shared contacts.

                My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.

                2 votes
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                  Working on it  ·  0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                • Create a auto populate field option

                  Most data collection and it’s big it’s challenge is the variance of labeling or naming Dats entry.

                  I’ve got a customer and love the auto complete searching history of entries in this field and providing options as characters are typed into the field.

                  as improvements are made and added and users like myself would already have existing custom fields will there be an ability to add and remove fields as I believe you’re limited to 25 can you clarify if that’s correct and does that relate to simply deals or contacts customers and deals ?

                  1 vote
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                    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                  • Trying to run OCM in a RDP environment. Willing to license any way to allow this but license that supports RDP will not allow OCM.

                    Trying to run OCM in a RDP environment. Willing to license any way necessary to allow this but the license that supports OCM does not support RDP installs and the one that supports RDP installs will not allow OCM.

                    1 vote
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                      1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                    • Duplicate contacts

                      We are getting duplicates of all contacts in OCM.

                      The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.

                      2 votes
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                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • OCM is not saving ANYTHING!

                        I can't seem to get OCM to saving anything. It won't saving contact info. It won't save deals. Nothing. The app won't connect either. This started yesterday on 10/5/17. Please help.

                        1 vote
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                          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • Add a possibility to update cache/sync OCM manually

                          We are currently trying out OCM to see if it can work for our company. One major issue that we have run into is the syncing behaviour. If one employee adds a new deal or changes anything it takes a long time for this to reflect upon what others see. A workaround is to manually clear the cache in internet settings, but this honestly seems like a bad workaround for something that should be built into the app itself.

                          Would it be possible to add a refresh button in the OCM interface?

                          Best Regards,
                          Oscar

                          1 vote
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                            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • Very unstable

                            trying to add company but doenst appear, change doesnt show, cant close deals, alle are open. Is this a test-product? It seams not to be finished in developement

                            1 vote
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                              0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                              • Fix bugs: mutlitple contacts per company, multiple contacts per deal, share shared

                                This application is very glitchy, which is disappointing. Primary glitches I'm running into:

                                1) I am only able to add company to one contact. Thereafter, that company is not available to future contacts. 1-1 relationship? Same goes for deals. Once add, it's gone.

                                2) Shared contacts cannot be seen. Where do they go and why can't my co-workers see them?

                                I view these as core to OCM so I'm surprised to be running into these issues right out of the gate.

                                1 vote
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                                  0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • Deleted deals are still i Focus

                                  I tried to delete a deal, but the OCM stopped, then next time I tried to delete it is gone from the liste but still i Focus

                                  1 vote
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Contact, already set doesnt show in deal

                                    I added a contact that was already in OCM, but doesnt show in deals list

                                    1 vote
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                                      0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Seems very buggy, I have had many errors,failure to save, wait-we haven't completed creating that customer yet issues. So far, not very imp

                                      Lets start with it working, not really working all that well. (But then outlook tells me all the time that a contact doesn't exist when I know for a fact that it does and I find it and then suddenly outlook finds it too, but not when it should.)
                                      I have added 8 customers and 2 of the 8 have a mystery error or are unusable, I have no idea if I need to delete these and start them again or what but 25% failure rate seems a bit high.

                                      1 vote
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                                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • New Columns

                                        In CRM when we create a new column can we move it to a new location?

                                        Once you create a column and added fill ins make those part of the drop down.

                                        Make it able to modify while in the contacts view.

                                        1 vote
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                                          1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Keep getting the error: "Sorry, we encountered an error and could not save. Please try again." Happens whenever creating a contact/ company

                                          Keep getting the error: "Sorry, we encountered an error and could not save. Please try again." Happens whenever creating a contact/ company

                                          1 vote
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                                            0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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