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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. 59 votes
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    1 comment  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Groups (Subdevisions)

    Allow for multiple groups of OCM data. useful for subdevisions or companies split into multiple organizational units.

    58 votes
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    5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. Contact Pictures

    Show contact pictures in the OCM interface.

    58 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow change of responsible person for a deal

    Allow change of responsible person for a deal.

    57 votes
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    2 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  5. 57 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  6. 56 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  7. Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

    Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

    54 votes
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    12 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. add contact

    When clicking on a recipient address in Outlook Email there should be an option to add to OCM not just Outlook contacts.

    53 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Changes to contacts and companies should save automatically

    When you are making changes to contacts, companies, deal, etc the values should save automatically. As a user, we are getting to where we expect the values to be saved whenever we type something. Too often in OCM does creation or saving fail and if things saved automatically that would add to our piece of mind.

    52 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Able to customize deal table - column order and views

    It should be possible to customize the table on the deals page including the following in order of implementation:
    Deleting/hiding unwanted columns. For example, I am the only user in my business, so it's not useful to have a column in the table which says I'm the owner.
    Able to re-order columns. Suppose there is a custom field I need to sort/filter on all the time. It's extremely inconvenient if I have to scroll way to the right to find it.
    Able to name/save/recall views: For eample, the user should be able to customize a view (including specific columns, column…

    51 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. One contact with multiple deals isolate emails

    I have a contact that I work with on multiple deals, I would like to isolate each email based on its appropriate deal. I would also like to ensure that emails that are not related to any specific deal are not shown on any deal.

    50 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrate with Microsoft Teams

    Seeing as OCM is built on sharepoint please allow the ability to create a team in microsoft teams based on the same permissions the group. This would allow me to work in teams pretty much all day long. Being able to chat and discuss deals in microsoft teams with other staff and have deal files in the same place will make an incredible benefit to my business.

    50 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Assign a deal after it has been created

    It would be great if a task could be created by a user and then assigned to a different user.

    e.g. A telesales creates a deal and then assigns it to an external sales rep.

    48 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  14. More field options when importing

    There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

    48 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. How can I adress an task to my college inside the Customer Manager?

    I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

    47 votes
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    3 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  16. Can't export any OCM lists

    I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

    47 votes
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    14 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contacts

    add a 'title' field to the contacts

    45 votes
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    4 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. Integration with social platforms

    While waiting for it I tried a little with nimble.com. think some social media features would be helpfull and make it an even greater tool.

    45 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Bulk Delete Data

    I have now had a chance to understand the optimal set up for my data and now would like to start with a clean database. At the moment the only way to do this is to individually delete each item, which is impractical.

    44 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Change Owner

    Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

    43 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
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