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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. 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 →
  2. I have outlook 2016 and data files. The .pst file saved on c drive does not have OCM icon while other linked to 365 has. Need icon on both

    I have outlook 2016 and two data files. The .pst file saved on c drive does not have OCM icon while other also saved on c drive but linked to 365 has. Need icon on both. How can I get OCM icon on Outlook data file that is not linked to 365 exchange but exists as a standalone e-mail data file in Outlook 2016.

    1 vote
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Trying to run OCM in a RDP environment. Willing to license any way to allow this but license that supports RDP will not allow OCM.

    Trying to run OCM in a RDP environment. Willing to license any way necessary to allow this but the license that supports OCM does not support RDP installs and the one that supports RDP installs will not allow OCM.

    1 vote
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  4. 1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  5. Character issues

    When I insert a link to an offer the application changes the "/" in "^" making the link impossible
    I used a french keyboard and the app in french

    1 vote
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  6. How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    1 vote
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  7. porque nao consigo editar ou excluir uma empresa cliente? ( why I can't edit or delete a client company?)

    não consigo excluir ou editar dados ou empresa cliente. não reconhece automaticamente os dados do outlook ou é impreciso.
    caso eu exclua um contato no custumer ele exclui nos contatos do outlook?
    a idia da ferramenta é boa mas falta muito ainda para ficar produtivo.

    -- I can't delete or edit data or client company. does not recognize automatically your outlook data or is inaccurate.
    If I delete a contact in the custumer he deletes outlook contacts?
    the idea of the tool is good but still a long way to be productive.

    1 vote
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  8. Infusionsoft, Wordpress, Amazon

    For sure, an integrated CRM is a good idea. You need InfusionSoft, Wordpress Membership, eBay, and Amazon Seller, and Shopify integration to give it traction.

    1 vote
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  9. Integration with Dynamics 365

    Love the interface not sure if this app is to replace Dynamics or enhance it?

    1 vote
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  10. Please continue to post more blog entries on this. This could be a killer feature.

    Please continue posting about this new feature. It could be a killer one.

    1 vote
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  11. May I know is outlook Customer Manager add in available for Gallatin (O365 in China)

    I purchase Office 365 in China (Gallatin), May I know is it available for business plan tenant? if not, when I can get the feature, thanks!!

    0 votes
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    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
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