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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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.
433 votesWe enabled the side-by-side view in OWA. The module will follow.
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Stand-alone interface
Is it possible to access a stand-alone interface where I can see all my contacts at once? Currently I am only able to access Customer Manager by clicking on the icon when I have an email selected, but I cannot see my entire database of contacts.
14 votesYes, you can see it. In the left corner, click on the three dots and find – Addins or Solutions. From here you can get a larger view of your contacts. More information here : https://support.office.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7
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All Contacts limit
appears to be some upper limit in number of All Contacts - I have 2000 and it causes the app to crash
8 votesThis is an issue. We are working on fixing this. You should see it working in the next week.
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Outlook MAC
Will this also be added to outlook for mac?
256 votesWe enabled the side-by-side view in Outlook for Mac. The detailed views in the module is not supported at this point.
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Add more currency formats
Right now it supports $. Would be great to be able to pick the currency when adding a deal.
30 votesWe currently support several currencies. To change the currency. Go to the deals tab in the module, on the amount column click on the pencil icon. Here you can select another currency. Let me know if this doesn’t meet your needs.
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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 you62 votesWe enable you to import data using csv files. You can find more information here: https://support.office.com/en-us/article/Import-data-to-Outlook-Customer-Manager-0721a212-4ec7-4c20-b0c8-2c2b63380dcd
Currently the Business Contact Manager import (a previous Microsoft product) is not yet enabled. This will come soon.
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