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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. 3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. FIX BUG USING EDGE, YOU KNOW YOUR PRODUCT, AS DEFAULT BROWSER

    How can Microsoft and Satya spend keynote after keynote telling us how EDGE is so much better and secure and the only thing you want to use if you want to be protected and then for anyone wanting to use Customer Manager - they cant use edge as default browser because Customer Manager BREAKS when you try to export a report or click on a link. How is this ok to go on for months and months

    3 votes

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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  3. Filter on date contact was added

    We need to filter on when the contact was added so we can export them and add them to our mailchimp email lists.

    3 votes

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  4. 3 votes

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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  5. Disable reading pane requirement to use OCM

    To use OCM in the inbox view the reading pane must be on. I do not like the reading pane and consider it to be a security risk, thus I am not using OCM. I see no reason for this requirement, please remove the requirement that the reading pane must be enabled to use OCM

    3 votes

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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  6. There appears to be a slow-down or hang with large contact lists

    The account using the OCM has a contact list with 5275 contacts. When going to the OCM add-in panel in Outlook 2016, it loads a small portion of those contact into view, and at the bottom of that list continues to show a "Loading" spinner.

    You can search by name and find a contact using the search function, but if you try to search again the entire add-in hangs.

    3 votes

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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  7. 3 votes

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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make it easier to edit deal details. The View Details link is hard to find.

    To the user, it seems impossible to edit deal details--including but not limited to the status. The interface is very difficult to use.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Calculate value fields that are dependent

    Include basic math to calculate value fields that a dependent on the results from another field

    3 votes

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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  10. Could there be a global per tenant option to disable OCM?

    It would be really nice if OCM could be disabled per tenant instead of having to powershell it away similar to the snippet below I just did:

    create temporary AccountSkuId to apply to all O365 BP users

    $x = New-MsolLicenseOptions -AccountSkuId "domain:O365BUSINESSPREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365SBRelationship_Management"

    find all licensed users that have O365 BP and apply the new profile

    Get-MsolUser -all | Where-Object {$.isLicensed -eq "True" -and $.Licenses.AccountSKUid -eq "domain:O365BUSINESSPREMIUM" } | Set-MsolUserLicense -LicenseOptions $x

    verify

    (Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus

    3 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We currently have a bug. You can remove/ disable the OCM license from the admin center, which currently doesnt remove the add-ins from the users. We are working on fixing this. In the meantime you can work with support by disabling the license and then send us the list of users you disabled it for, so we can make sure the app is disabled. hope that helps.

  11. Add more currency types

    There is no Kenya Shilling currency. Why? Please add it

    3 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. pin sub items of parent items like tasks

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

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add troubelshooting ways

    When it works, there is critical data. Contacts, Deals, but there is no clear indication of the Customer Manager's with Groups in the cloud, where the data is backed up or how to access CM data in the cloud. When it breaks there is not indication of the service being up, down, or how to retrieve the data.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Provide an Import Funtion for Journal Items

    I'm working to get a client to upgrade to Office 2016 and to subscribe to Office 365. They've been using the Journal feature of previous versions of Outlook to track client activities and have created a number of custom columns to suit their business. It would be a deal clincher to be able to import that data.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Issue creating deals under deal stages using names of previously deleted deal stage.

    Errors out when trying to add a deal to the recreated stage using previously deleted stage name.

    3 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add 'Phone number' input to the 'Create business contact' form

    Add 'Phone number' input to the 'Create business contact' form

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. mail

    is it possible to see email sent to a contact into contact manager?

    2 votes

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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. Possible to use OCm with IMAP Account

    Is it possible soon, to add also IMAP Accounts in OCM? It's a Long time, since MS released the new OCM, but still no solution to add them?

    2 votes

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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  19. It is not possible to ad or change a post (Contacts and Business) ---waiting ...

    It is not possible to ad or change a post (Contacts and Business) --- error message : we are still working with creating the post . When I close it is not saved. We cannot use this aplication for business :-(

    2 votes

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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  20. search

    Ability to search in the Notes field

    2 votes

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