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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. Bulk edit contacts as we were able to do in BCM

    Bulk edit contacts as we were able to do in BCM.

    When a customer changes name and email domain we may have to edit up to 500 contacts

    3 votes
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    • Query data from Excel directly

      I want to use the get and transform tools in excel to query this data - similarly to how I query exchange date - but I don't know what source to point to - please advise

      1 vote
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      • Please add the ability to paste information into a new contact.

        Ability to paste data into Customer manager fields when adding a new customer.

        3 votes
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        • does not seem to be syncing accross computers

          I enterd many deals in computer A - signed on to computer B and the deals are not showing up

          1 vote
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          • meetings related to deals

            when I enter a meeting from the deal details and schedule it, it does no appear as a future event in the deal window - am I missing something?

            1 vote
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            • pin sub items of parent items like tasks

              allow people to pin open sub items such as tacks of parent items like deals -

              1 vote
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              • Sync O365 contacts and groups

                Why are we managing contact databases from the standard O365 for business people app, bookings, and now this. The entire premise of the app was the small business owner and how difficult it is for us to stay on top of our customer needs. This product currently makes the job harder. We need seamless workflows

                1 vote
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                • adjust (zoom) screen view

                  The ability to zoom the screen view would help as most of the columns are "off the page." Adjusting the width of the columns like in xls would also help

                  2 votes
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                  • 2 votes
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                    • 2 votes
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                      • Integration with Dynamics 365

                        Love the interface not sure if this app is to replace Dynamics or enhance it?

                        1 vote
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                        • inherit company address

                          when you assign an existing company to a contact, provide option to inherit company address details

                          2 votes
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                          • Make signature file appear in emails sent from Customer Manager

                            Make the signature file automatically appended to emails created by Customer Manager.

                            7 votes
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                            • Creating new document-folder for deal automatically

                              Hi,
                              I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
                              Pleas implement a function that automatically creates this folder.

                              Alternatively, maybe a good compromise.
                              In Deal/Document there is a " + Button" where you can select
                              Add Link
                              or
                              Add File

                              There should be a third selection named
                              Create Folder

                              Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


                              First you have to Add an existing file (I always use a 1 kB File that I delete…

                              3 votes
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                              • date of birth

                                Contacts Date of Birth can't go back further 1970. Please put on list to rectify

                                2 votes
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                                • Change Owner

                                  Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

                                  5 votes
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                                  • OCM requires IE to work: Make it more explicit.

                                    If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

                                    1 vote
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                                    • 1 vote
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                                      • 2 votes
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                                        • 2 votes
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