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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. Please add the option to change the date format to DD/MM/YY.

    In Australia we use the date format DD/MM/YY as standard.
    It is very confusing to be using Outlook in the email or calendar module with our standard date format and then to switch to OCM and have to deal with the dates in a MM/DD/YY format.
    It is essential that the date formats match across these modules.
    Thank you.

    101 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    100 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow multi-select of contacts and then allow setting all selected contacts to Shared status

    There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.

    Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.

    96 votes
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    7 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    93 votes
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    10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow Customization or Renaming of things like "Company" to "Accounts".

    Please allow the ability to customize the names of major categories. For example: "Deal" to "Policy" and "Company" to "Account". This was OCM can be used for a broader variety of businesses. My business doesn't offer "deals", but I'm using that category to keep track of policy information.

    91 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    90 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    90 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    90 votes
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    31 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Microsoft Planner integration

    Integrate with Microsoft Planner in Office 365.

    88 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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?

    86 votes
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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    86 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Support for Office 365 Business Essentials too

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

    86 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    79 votes
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    20 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. CRM tools need to include company name.

    When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.

    77 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Sending Mass Emails

    Is it possible, or will it be possible to send mass emails from OCM?

    Ideally having a function to create an advanced filter like BCM would be great.

    This is a MUST for our company and many others I expect.

    74 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

    64 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Show/edit other fields that are in Outlook

    Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

    64 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Share with Specific Colleagues or Groups

    Share contact, deal, company, task, etc. with specific colleagues or groups. Right now "share" shares with the OCM O365 Group. Please expand this to other contacts and groups.

    Great feature! And iOS app is coming along nicely.

    64 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

    64 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. group sharing

    I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

    63 votes
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    9 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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