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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/

How can we make Outlook Customer Manager better?

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  1. Add support for Office 365 E3 and E5 tenants (as well as E1 and E2)

    We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

    2,074 votes
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      366 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

      With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

      425 votes
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        25 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Outlook MAC

        Will this also be added to outlook for mac?

        256 votes
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          40 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Make Outlook Customer Manager available also offline

          Customer data are in particular useful directly before a customer is visited. A typical situation is the flight to a customer. To look up data during the flight Outlook Customer Manager needs to be available also offline.

          227 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Enable Outlook for Mac Customer Manager to have full functionality.

            Enable Outlook for Mac Customer Manager to have full functionality.

            214 votes
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              36 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • Add sub-tasks

              Tasks linked to customer contacts are good, but the ability to have tasks AND subtasks would be great.

              Our manufacturing company frequently works with customers on multiple projects that run in parallel. Each project has one to two dozen discreet tasks associated with it. Each task would represent a project overall. Linked sub-tasks would represent what needed to be accomplished on each project.

              We don't need the complexity of MS Project but we need more than one level task lists (or the one level task list with check boxes in the Office 365 Planner).

              I discussed this issue 20 years…

              214 votes
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                8 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to set default value to YES for sharing contacts and deals

                When using outlook customer manager and adding in contacts businesses or deals the default value to share those is set to No. I want to be able to have that default value set to yes since we want to be able to share contacts and deals pretty much every time by default.

                201 votes
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                  16 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                • Shared contacts directly from Outlook

                  Please make sure contacts can be shared with everyone using Customer Manager from Outlook as well as via API-access for other systems. Global Address Books doesn't work well for SMBs.

                  149 votes
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                    3 comments  ·  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.

                    139 votes
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                      Working on it  ·  19 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                    • Syncronize with local Outlook contacts

                      It is nessesary to have the Business contacts that are shared with all available in a seperated contact Folder under the normal inbox contacts or integrated in this. If not it is not posible to have the contacts on mobile phone to see who is caling me. Another thing is i want to open an email and type the name of an contact from ocm.

                      129 votes
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                        4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                      • Sharing of timeline information

                        When a contact is shared have thier timeline call log, notes etc appear for everyone to see. If my assistant takes a phone call and makes a note I would like to see that in the timeline when I review that contact. Thanks.

                        118 votes
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                          19 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • Anmdroid App

                          Android App for Outlook contacts manager

                          118 votes
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                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • LinkedIn integration

                            Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.

                            118 votes
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                              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Ability to assign tasks

                              Allow Tasks to be assigned to other Users (internal) of an organization.

                              109 votes
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                                9 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add Job Title field in contacts

                                Each contact needs to have a job title - when you import contacts it lets you map to the field, but you can't see it anywhere.

                                106 votes
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                                  10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                • Allow Tasks created outside Customer Manager to be added to the Task List.

                                  Anyone who has been using Outlook for some time, has task they created or, will create that they may want to appear in the Customer Manager Task List including, tasks created from e-mails.

                                  104 votes
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                                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Mobile apps for Windows Phone

                                    You state the mobile app is available on ios only. Maybe you could see if you could create an app for Windows phones! Some people (I know only a few) use Windows phones and it may come in handy for people who actually commit to the windows platform.

                                    97 votes
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                                      10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Andoid ability to use Outlook Customer Manager

                                      The ability to use Outlook customer Manager on your phone is crucial in a mobile environment.

                                      96 votes
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                                        7 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Sort and change columns order on deals list

                                        Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.

                                        88 votes
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                                          7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

                                          Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

                                          86 votes
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                                            10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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