OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

Outlook Customer Manager

We have partnered with UserVoice, a third-party service, to collect feedback from you and other Outlook users. Your use of the portal and your submission is subject to the UserVoice Terms of Service & Privacy Policy, including the license terms. Please do not send any novel or patentable ideas, copyrighted materials, samples or demos for which you do not want to grant a license to Microsoft.

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?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  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.

    1,684 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      287 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.

      392 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        23 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Outlook Customer Manager for Android

        Make an Android version of OCM

        278 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          33 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Outlook MAC

          Will this also be added to outlook for mac?

          240 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            38 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.

            206 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              2 comments  ·  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.

              167 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                16 comments  ·  Customization  ·  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…

                148 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  2 comments  ·  Tasks  ·  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.

                  134 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    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.

                    118 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      18 comments  ·  Problem/Bug  ·  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.

                      106 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  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.

                        98 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          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.

                          96 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Ability to assign tasks

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

                            92 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              9 comments  ·  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.

                              90 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • sso
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                3 comments  ·  Customization  ·  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.

                                84 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • sso
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                • Import data from Outlook Business Contact Manager

                                  We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                                  82 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • sso
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    17 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add Support for Office 365 Business Essentials too

                                    Add Support for Office 365 Business Essentials too this would be great for small businesses.

                                    81 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • sso
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      5 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.

                                      78 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • sso
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        Working on it  ·  14 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

                                        77 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • sso
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Visualization of Sales Funnel

                                          Since Outlook Customer Manager contains Deals Management including the categorization by different Stages, it would be consequent to offer a summary of deals sorted by the different Stages, such as a Sales Funnel. Additionally it would be helpful if the user could define his own Stages.

                                          77 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • sso
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 13 14
                                          • Don't see your idea?

                                          Outlook Customer Manager

                                          Feedback and Knowledge Base