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Outlook Customer Manager

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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. no title just you suck

    Cant paste a screen shot. !!!!!!!!!!!! I hate Microsoft help ... I don't know why i'm even here!!!

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. duplicates

    When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

    38 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  3. Relationship between company and deals to contacts..

    When I look at a company, I can see multiple contacts related to this. The product does let let me add the same contact to multiple contacts - However, when I go to the contact detail, I am unable to see all the companies that are associated with the contact.

    Also, there is only the ability to link a deal to one company. It would be good to link multiple company to one deals...

    4 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  4. search

    Ability to search in the Notes field

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    5 votes
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Assign a deal after it has been created

    It would be great if a task could be created by a user and then assigned to a different user.

    e.g. A telesales creates a deal and then assigns it to an external sales rep.

    48 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  7. 59 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  8. Customers nearby - When planning customer visit

    Hi. it would be nice when planning customer visits. if you could then get a list of customers who is also nearby that address you are going to. so you can plan a trip, when going on customer visits.

    For now we just made a column, where we can type in the region the customer lives in. But a overview of nearby customers would be nice to have.

    5 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  9. Enable Outlook for Mac Customer Manager to have full functionality.

    Enable Outlook for Mac Customer Manager to have full functionality.

    340 votes
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    74 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. Import from a SQL Server table

    It would be great if we could import directy from a SQL Server table (customers, for example), or at least if we could import from an Excel Sheet where we can query the SQL table.
    Now we have to import from a CSV file, and it is a nightmare if you are from a country where the separator is semicolon instead of comma.
    I am not able to import.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Changing the fase of a deal is not possible

    When I open detail of a deal it is not possible to change the fase of the deal.

    1 vote
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. One should be able to filter the deals based on Owner. This will help in seeing deals specific to each sales guy

    When I try to choose a filter on deals based on Owner, the filter criteria does not allow to choose a name or type a name. The box comes as disabled.

    20 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  13. Anmdroid App

    Android App for Outlook contacts manager

    168 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. multiple deals with one contact

    If I have multiple ongoing deals with one contact, I like to link incoming emails to a certain deal. Otherwise I see each and every email with that contact in each deal. Doesn't make sense, does it?

    11 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  15. sincronizar adquadamente os contatos e suas informações. hoje precisa reeditar quase tudo

    sincronizar os contatos informações, reconhecer os dados do cartão existente. hoje é necessário editar quase tudo e mesmo assim existem erros

    2 votes
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  16. quando o contrato é recorrente assim como os valor diaria ou mensal

    seria produtivo e inteligente uma função de fechamento recorrente permitindo o calculo do tipo DIARIO E MENSAL.
    Simples e produtivo

    1 vote
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  17. Wrong language in Import wizard

    Import wizard (Companies in this case) use wrong language in column mapping drop-down list. Tried several times. Most of the times I get Finnish language but sometimes I get German and a few times English (which I have in Office&Outlook&Windows)

    5 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  18. Triggers for Customer Manager in Flow

    I would love to pull the data from Customer Manager into the Common Data Service via Microsoft Flows. Without this I am stuck creating a sharepoint or powerapp solution.

    16 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  19. customize column views (contacts)

    Need to be able to have a better overview of my contacts. Best was is to at least allow me to select different views, such as selecting which columns are shown in which order. For example being able to quickly sort which contacts are shared or not.

    10 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  20. Using OCM without Internet Explorer is default browser

    I have severall Problems using OCM. Sometimes OCM dose not start, don't save changes or takes minutes for saving a change.

    Deleting the IE Cache will help mostly. But I wont to delete IE cache after each action and I wont use IE as my default browser.

    Pelase detach OCM from IE

    22 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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