OutlookUservoice_icon_outlook Outlook Feedback

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?

(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.

  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.

    703 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)

      We’ll send you updates on this idea

      76 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.

      320 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)

        We’ll send you updates on this idea

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

        Will this also be added to outlook for mac?

        196 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)

          We’ll send you updates on this idea

          25 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.

          178 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)

            We’ll send you updates on this idea

            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • Outlook Customer Manager for Android

            Make an Android version of OCM

            117 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)

              We’ll send you updates on this idea

              2 comments  ·  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…

              117 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)

                We’ll send you updates on this idea

                1 comment  ·  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.

                111 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  2 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.

                  89 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    8 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.

                    82 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      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.

                      77 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Bring this to Office365 Home and/ or Outlook 2016 for individuals

                        I use Office 365 as I have no need or use for a Business version as I am a 1 man operation. For years I had used Business Contact Manager and like many others was upset it wasn't kept going for Office 365. I have been waiting for something like this to come out but then to only find out it was only for Office Business Premium. I have no need for all the extra stuff thus my reason for the version I choose. Please tell me there is something in the works for 1 person small businesses.

                        74 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          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.

                          72 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            2 comments  ·  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?

                            70 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              13 comments  ·  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.

                              65 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • sso
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

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

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

                                62 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • sso
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Contact categories or groups for mailing lists etc

                                  I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                                  60 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • sso
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Import CRM data

                                    Good afternoon, it´s a question, not an idea. Can I import CRM data from other applications in Excel or any other format?
                                    Thank you

                                    56 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • sso
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Create Reporting Capabilities

                                      It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

                                      51 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • sso
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Flag for Email to see if they are in the Contact manager

                                        It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

                                        50 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • sso
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Share Select Emails, Because Obviously Want Some Emails to be Private

                                          Please add a feature to select which emails are shared, because there will obviously be some emails that one might like to keep private from the rest of the team.

                                          47 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • sso
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            17 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5 8 9
                                          • Don't see your idea?

                                          Outlook Customer Manager

                                          Feedback and Knowledge Base